Relationship manager jobs in Lower Merion, PA

HPS, Inc., a leader in seal design and supply, is seeking a Strategic Sales Specialist. Solving technical problems, delivering the best solutions, and providing excellent customer service is a top priority for our organization. We offer competitive wages, paid time off, company holidays, a comprehensive benefits package, and a department-wide, uncapped, quarterly commission program. Founded in 1975, HPS Inc. is a family-owned business, staffed by a team of professionals in a collaborative environment. If you are an outgoing, energetic salesperson looking to utilize your technical skills to identify and solve customer issues, reach out today! Why Choose HPS, Inc.? HPS, Inc. recognizes that a well-rounded, fulfilled team member knows their value, purpose, and is given the opportunity to make a difference with their work. We value work-life balance through generous paid time off, company-wide breaks during paid holidays, and the belief that great work happens at work. HPS feeds employees' minds with specialized paid training and tuition reimbursement benefits after applicable waiting periods, and their bodies with our legendary “Bagel Fridays” and unlimited snacks and drinks throughout the office and warehouse. Performance Overview: At HPS, the Customer Success Account Manager (CSAM) plays a critical role in building long-term customer partnerships, driving account growth, and ensuring operational excellence. CSAMs serve as trusted advisors and primary points of contact for their accounts, managing retention, performance, and customer satisfaction while representing the voice of the customer across the organization. Core Responsibilities: Customer Retention & Success Maintain a 95% customer retention rate across assigned accounts. Conduct Quarterly Business Reviews (QBRs) with all accounts to align on performance, goals, and opportunities. Lead Monthly Business Reviews (MBRs) for Tier 1 accounts to provide deeper insights and foster executive alignment. Ensure yearly reviews are completed for all accounts across tiers to reinforce trust and highlight value delivery. Track and communicate customer health through metrics such as on-time delivery rates and service performance. Issue Resolution & Escalation Serve as the Account Manager of record when issues arise-leading resolution efforts and ensuring goal resolution within 7 days. Act as the representative of accounts internally, pulling in all necessary HPS stakeholders (operations, engineering, supply chain, sales) to resolve challenges quickly and effectively. Proactively identify potential risks to customer satisfaction and implement preventative measures. Business Growth & Value Creation Identify opportunities to expand business within accounts by analyzing customer trends, usage, and growth levers. Deliver data-driven insights, recommend tailored solutions, and highlight value-add opportunities unique to each customer. Build long-term account strategies to strengthen customer partnerships and support revenue growth. Relationship Management Develop strong, trust-based relationships with customer contacts at all levels, positioning HPS as a strategic partner. Act as a customer advocate internally, ensuring their needs are prioritized and represented across departments. Professional Growth & Expertise Successfully complete and test out of all company training, demonstrating ongoing ownership of personal development. Actively “learn and be curious” by expanding knowledge of HPS seals, their components, and applications-becoming a Subject Matter Expert (SME) in product knowledge. Share product and industry insights with customers to build confidence in HPS as a solutions provider. Please note: This is an individual contributor role, and not one that manages people. The ideal candidate is: Able to work independently and collaboratively in a fast-paced, dynamic environment while remaining meticulous, highly accurate, and always maintaining a professional demeanor. Able to build and maintain strong customer relationships. Experienced in project management, as customer onboarding, account planning, issue resolution, customer success initiatives, cross-functional collaboration, and data analysis and reporting are crucial to success in this role. Able to understand products that are technical in nature and effectively communicate technical concepts to technical and non-technical audiences. Solution-driven, as the Customer Success Specialist is not only resolving immediate issues but contributing to long-term customer satisfaction and retention to ultimately drive business growth and success. Flexible and adaptable which enables the Customer Success Manager to navigate the complexities of client relationships, industry dynamics, and team collaboration to ultimately contribute to the success of both the customer and the company. Requirements: Minimum 3-5 years of experience in customer success, account management, or related role, preferably in the industrial machinery/parts distribution, manufacturing, or design sector. Bachelor's degree in business, marketing, communications, or related field. Proficient in Microsoft 365 (Excel, PowerPoint, etc.), Microsoft Business Central and experience working with a CRM tool, preferably Salesforce. Ability to pass pre-employment screening, which includes a drug test and a background check. Ability to work first shift: 8:30am - 5:00pm EST Monday-Friday. Limited hybrid work arrangement available. Ability to work independently, while keeping deliverables and deadlines top of mind for multiple accounts while maintaining trusted relationships. Ability to understand customer needs, negotiate costs and services, and deliver client-focused solutions. Ability to prepare and present QBRs Must have excellent written and verbal communication skills (English) with the ability to build rapport and trust with customers. Must be legally authorized to work in the U.S. and will not require sponsorship. Travel: Likely 1x/quarter but as much as 1x/month. HPS Inc. offers: Competitive wages dependent upon experience and additional pay increases on an annual basis Comprehensive benefits package to include medical, Rx, dental, vision, STD, LTD, 401K and HSA Quarterly bonus (depending on meeting sales targets) Training and Tuition Reimbursement benefits Company paid holidays Paid time off beginning at 15 days/ year (prorated in year 1) Join us: If you are an outgoing, solution-seeking customer advocate looking to utilize your consultative and nurturing approach to drive customer success, we want to hear from you. Apply now and become part of the HPS, Inc. Team!

First Student is seeking a passionate and experienced Customer Success Manager to serve as a liaison between First Student customers, business development, field operations and other cross functional teams to deliver on retention goals. Hand-in-hand with operations, this person will be responsible for providing strategic support and leadership to manage and elevate retention and growth activities within First Student's existing customer base.The Customer Success Manager will develop and foster executive business relationships with customers to ensure contract retention. Partnering with operations, they will drive the delivery of contract renewals, timely product implementation, account reviews, increased account product presentation, elevated customer satisfaction and goodwill activities. Responsibilities include retention account planning/strategy development and execution in coordination with operations. This person will have a direct impact on growing and maintaining retention rates of our customers from the time we win/acquire new business through their lifecycle. Exerted efforts will result in the successful on-boarding of new customers and increased retention and upsell/cross sell rates. Success KPIs will encompass customer onboarding, retention, growth and profitability, and execution of marketing/customer/community engagement strategies. Major Responsibilities Support a dedicated area and/or region to achieve growth and customer retention objectives while developing and maintaining trusted relationships at all levels within the customer organization. Work collaboratively with region/area/local operational leadership to develop and support delivery of full account planning processes to improve retention and upsell customers. Plans will include strategic initiatives to drive retention and elevate revenue as well as processes to manage activity towards strategy execution. Develop and support region with customer engagement and account management tools. These will eventually be tracked in Salesforce. Share technology and service offering information, insights and benefits to help the customer understand and compare to other providers and share the advantages, values and benefits of First Student to parents and community members. Partner with operations to onboard new customers obtained via both business development and acquisition. Establish, track and report on shared success criteria. Work cross-functionally with field operations, business development, marketing and communications teams to deliver a focused message and high level of customer satisfaction. Host regular check-ins and business reviews with customers to ensure adoption of new technology or services and realization of success criteria. Accurately report and monitor health of customer deployments and drive corrective action plans with operations, where needed. Partner with business development team by identifying new business opportunities for expanding First Student footprint. Consult regularly with customers to fully understand their needs and actively solve pain points. Provide recommendations and work collaboratively to drive actions to improve the customer experience (working with operations, finance, marketing, technology development, sales, training, etc.…) Establish, track and report on shared success criteria and desired process metrics/ KPI's for large and/or at-risk customers. Collaborate with operational leaders to drive accountability. Suggest methods to improve area operations, efficiency and service to customers. Partner with operations to document and escalate recurring themes or issues found in customer comments and complaints, and ensure the information is given to the right people to resolve. Actively use Salesforce to manage/update relationship information. Monitor accounts and align with region to ensure all required data is uploaded/maintained. Help support the field to increase Salesforce maturity. Act as project manager for various departmental initiatives. Provide competitive insights & product recommendations to the leadership team Other duties as required or assigned. Minimum Education or Certifications Required Bachelor's degree or similar college level education, or 3-5 years of related experience and/or training Minimum Experience or Skills Required 3 years of customer success and/or customer account management experience B2B experience with accounts exceeding $100,000/year A history of developing new accounts Experience serving as a customer advocate with the ability to understand the needs of the client and deliver on those needs Excellent writing skills, with a strong orientation to detail and service. Experience using customer relationship management software, Salesforce strongly preferred Advanced knowledge of word processing, spreadsheet and presentation software. Project management experience strongly preferred Ability to exercise independent thinking with a high level of prioritization skills Ability to generate creative ideas, meet multiple deadlines and work independently. Knowledge of business and management principles. Travel is required

Do you have a passion for bubble tea and business growth? Are you a driven leader who thrives on taking challenges and achieving more? If yes, join Real Fruit Bubble Tea today and become part of a journey where your leadership can make a real impact. Founded in Toronto, Real Fruit Bubble Tea has been committed to making fresh fruit drinks healthy and accessible for anyone to enjoy since 2002. We have 137 locations across Canada and USA. As a rapidly expanding business, we want you to join our team and grow with us, and we can build you up from regional manager to operations and beyond! There is huge potential for growth, and we welcome anyone who is up to a challenging yet rewarding journey! Position Description： Reporting directly to the Senior Management Team, including Operations and Executive leadership, the Regional Manager oversees the daily operations, sales performance, team development, and customer experience across multiple store locations within the assigned region. Duties and Responsibilities： Traveling regularly to store locations and providing on-site support is required. Maintaining consistent communication with the Operations Manager and ensuring adherence to operational guidelines across locations. Measuring performance metrics and advising on continuous improvements. Supervising and evaluating the performance of store managers and teams. Training, coaching, and when necessary, disciplining staff to maintain company standards. Enforcing brand and training standards uniformly across all stores. Leading local sales and marketing efforts, while contributing to company-wide growth strategies. Qualifications： 5+ years of experience as a Regional Manager in the QSR or food service industry. Proven ability to lead and manage multi-unit operations. Strong leadership, interpersonal, and organizational skills. Experience in frontline support and customer service excellence. Ability to multitask and perform under pressure in a fast-paced environment. Valid driver's license and willingness to travel (100% travel required). Availability to work 6 days a week, including weekends and holidays Ability to perform all frontline store duties when needed. Excellent communication skills (written and verbal) in English. Multilingual proficiency in Chinese or Spanish, is a strong asset. Perks and Benefits: Paid Time Off Advancement Opportunities Ongoing Training & Career Development Discounted Drinks Competitive Salary Company Events Other Benefits Real Fruit Bubble Tea is proud to be an equal opportunity employer. We are committed to equity in employment and welcome applications from individuals of all backgrounds, including Indigenous peoples, racialized persons, persons with disabilities, and members of the LGBTQIA+ community. Job Type: Full-time Salary: $95,000-$110,000 Benefits: Dental insurance Employee discount Health insurance

We are expanding our enterprise partnerships across the pharma and life sciences sector, supporting Corporate Affairs and Communications teams in managing complex, global digital ecosystems. We're seeking a US-based Account Lead with experience in Healthcare Communications, corporate digital operations and project management. You'll act as the day-to-day strategic and delivery lead for a major Corporate Affairs digital program - coordinating updates across multiple stakeholders, ensuring compliance and governance, and driving consistency across a network of global corporate and product websites. This is a hybrid role that blends account leadership, governance, and project delivery- ideal for someone who understands how to bring structure, clarity, and calm to a fast-moving corporate communications environment. What You'll Do Account Leadership & Client Partnership Serve as the primary point of contact for a US-based Corporate Affairs team. Build trusted relationships with stakeholders across Corporate Affairs, Digital/IT, HR, and agency partners. Translate business objectives into actionable digital plans and deliverables. Provide strategic oversight to ensure alignment, transparency, and on-time delivery. Governance and Workflow Oversee governance across a large multi-site corporate web ecosystem. Manage the intake, triage, and prioritization of content and technical requests. Coordinate workflows between creative/content agencies and technical delivery teams. Maintain SLA tracking, dashboards, and ongoing performance reporting. Project Management Lead quarterly delivery cycles tied to major corporate events, product launches, and content updates. Oversee day-to-day collaboration with offshore development and QA teams. Proactively manage risks, dependencies, and timelines to maintain operational stability. Leadership and Collaboration Partner with the wider team to ensure consistency and excellence in delivery. Contribute to refining governance frameworks and improving digital workflows. Represent Pulse in regular steering meetings and strategic planning sessions. Who You Are Experienced digital account or project lead (7-10 years) with pharma, biotech, or healthcare communications experience. Confident in managing multiple stakeholders and workstreams across corporate and product websites. Strong understanding of regulated digital publishing, compliance workflows, and corporate narrative alignment. Skilled communicator with excellent organizational instincts and client-facing presence. Hands-on with digital production and operations - understanding how sites are built, updated, and governed. Qualifications Bachelor's degree or equivalent professional experience. 5-9 years of experience in digital account management or project delivery. Demonstrated experience working in pharma, healthcare or life sciences and corporate communications Knowledge of CMS platforms (WordPress, Sitecore, AEM, etc.) and digital workflows. Experience managing SLAs, QA, and structured content workflows. Level & Reporting Equivalent to Base 2-3 (senior client-facing lead with PM capability). Reports to the Global Account Lead (EU-based). Why Join Pulse Digital Pulse partners with global life sciences organizations to deliver human-centric digital experiences that enhance corporate reputation and stakeholder engagement. You'll play a key role in shaping the digital operations of a global Corporate Affairs team - ensuring stability, consistency, and continuous improvement across an evolving web ecosystem.

Account Manager - Client Growth & Relationship Focused Employment Type: Full-time, Salaried At Entech, we believe digital transformation starts with people. That's why our approach goes beyond tech-we combine strategy, implementation, and human-centric thinking to solve real business challenges for our clients. We're looking for a strategic, relationship-focused Account Manager to join our company. In this role, you'll drive growth within both new and existing client organizations-building trust, uncovering needs, and delivering solutions that move the needle. If you're energized by deep client engagement and long-term partnerships, this is the opportunity for you. What You'll Do: Build and manage long-term client relationships with a focus on strategic growth Identify and pursue new opportunities within both current client organizations and potential new ones Present tailored IT consulting solutions that address real business challenges Collaborate with internal delivery teams to ensure high-quality execution Act as a strategic advisor-helping clients think ahead and solve emerging issues Monitor client satisfaction and proactively suggest improvements Who You Are: A relationship-builder who earns trust and drives value over time Proven track record of growing accounts and expanding client relationships Skilled at navigating complex organizations and influencing decision-makers Experienced in IT delivery or a business role closely aligned with IT services Strategic and entrepreneurial-you own your book of business and always look for growth Consultative, creative, and naturally client-focused Comfortable balancing relationship expansion with proactive business development What You Bring: 6+ years of relationship management experience with Fortune 1000 clients Background in IT delivery or a business function tied to IT solutions Demonstrated success growing accounts across multiple business units or functions Strong negotiation and stakeholder management skills Ability to create and present custom-fit solutions for diverse client needs Bachelor's degree required What We Offer: Medical, Dental, and Vision coverage 401(k) benefits Paid Time Off (PTO) A full-time, salaried role based onsite/hybrid at our Malvern, PA office A collaborative, entrepreneurial environment where your impact is recognized

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts. Section 2: Job Functions, Essential Duties and Responsibilities * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Consistently demonstrate a superior level of proactive client focus and team work. * Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth. * Develop strong working relationships with daily client contacts. * Provide ownership for the resolution of issues escalated by clients and financial professionals. * Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments. * Review existing book of business to identify plan retention and create strategy for non-elite advisors. * Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies. * Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services. * Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services. * Lead and/or participate in projects that create additional value for existing relationships. * Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet. * Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage key relationships across these platforms. * Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Bachelor's degree in business or related fields, or equivalent work experience * Minimum of 7 years' experience in retirement services industry or related field is preferred * Minimum of 5 years' prior experience with direct client/client equivalent relationships within a financial services administrative environment * Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred * Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment * Excellent analytical and problem solving skills * Ability to work with a high level of independence * Must be detail oriented and be able to produce high quality work within tight time constraints * Ability to make sound business judgments while effectively balancing client needs and organizational considerations * Excellent written and oral communication skills, including group presentation experience. * Proficiency with Microsoft Office products including Excel, Word and PowerPoint * Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments * Demonstrated project management skills * Ability to travel as required Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

Relationship Manager Direct Hire Industry: Roofing/Construction Pay Rate: $50,000 + Commission ($25-$60k Anticipated) Overview: Our client, a prominent roofing services provider, is looking for a Relationship Manager for a full time position based out of Philadelphia, PA. Our client offers a unique opportunity for Relationship Managers to earn a substantial income through base salary and an aggressive commission structure, with current managers averaging between $110,000 - $150,000 annually. This role is ideal for self-motivated, competitive individuals ready to leverage their sales skills in a consultative role, making a tangible impact on clients businesses and their own financial success. Responsibilities Identify and secure new business opportunities with commercial real estate owners and managers, while maintaining and enhancing relationships with existing clients. Employ a consultative sales approach to understand client needs and offer tailored solutions for their roofing challenges, ensuring services exceed standard offerings in the market. Account Growth: Focus on turning new clients into repeat customers through strategic account management and by fostering trust, utilizing our tools and methodologies to assist clients in budgeting and planning for roof repairs and maintenance. Collaboration and Teamwork: Work closely with Service Technician teams to ensure service delivery aligns with client expectations, upholding our core values of pride in work, exceeding standards, mutual respect, and care in every interaction. Sales Strategy Implementation: Apply proven sales methodology to create and capitalize on sales opportunities, ensuring a deep understanding of the roofing industry's challenges and solutions. Meet and exceed sales targets, with the potential to earn significant commission on top of a base salary, by leveraging traditional sales skills and a competitive, energetic approach to client engagement. Requirements: - Minimum of 3 Years of B2B Sales Experience. - Valid Drivers License. - Basic Computer and Math Skills. - Comfort with Climbing Ladders. - Capability to lift 50 lbs. Preferred: - Construction/Roofing Experience. - 5+ Years of B2B Sales Experience. Compensation: - $50K Base Salary plus uncapped commission (anticipated $25K-$60K). - Paid Vacation. - Medical Benefits. - Company Vehicle, Cell Phone, and Computer provided.

Clark Capital is seeking a motivated individual with proven organizational and sales skills to support the external sales team in acquiring, developing, and maintaining relationships with successful financial advisors. Candidate should be a self-starter who is comfortable managing complex and evolving situations. The successful candidate will be a team player, resourceful and selfless in the execution of all tasks. Essential Functions * Manage territory with external Investment Consultant to attain both sales and revenue goals. * Conduct consultative, relationship-building sales calls by phone with financial advisors. * Develop and execute sales plan strategies with members of both external & internal sales teams. * Articulate investment solution strategies and discuss financial markets (domestic and international). * Identify sales opportunities and advisor needs, advance relationships and introduce new concepts. * Analyze regional/product sales trends within partner firms and among individual financial advisors. * Work with various departments/individuals within the organization to provide exceptional service to our financial advisors. * Handle daily territory management tasks to ensure maximum business efficiency, e.g. update and maintain CRM, provide supplemental scheduling. * Ensure compliance with industry and legal regulations and best practices, and adherence to company processes and procedures. * Performs other duties as required. Competencies for Success * Thorough understanding of the financial/capital markets, mutual funds, ETFs, group and individual retirement plan products, separately managed accounts, hedge strategies and other investment vehicles. * Ability to view business on a macro and micro level. * Motivated to achieve success. * Strong work ethic, high integrity and strong values. * Sound communication and interpersonal skills. * Strong consultative sales skills - probing, listening and closing. * Exceptional verbal and writing skills. * Ability to learn and adapt to new technologies. * Experience in financial services industry preferred. * Series 7 preferred. * College degree preferred.

Job Description Client Relationship Manager You'll be the key point of contact for clients. Leading engagements, managing workflow, and providing hands-on tax and accounting support. This role blends leadership and technical work: you'll review returns, guide staff, and stay closely involved with clients throughout the year. We're looking for someone who is personable, communicative, and confident managing small business clients. If you enjoy direct client interaction and want a clear growth path in a supportive firm, this is a great fit. Details: 4-7 years of public accounting experience with small business clients Strong technical skills in business and individual tax Excellent communication and client service skills CPA or actively pursuing preferred (not required) Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

At RxVantage we transform how medical practices engage with life sciences resources and expertise to improve patient care. Our platform intelligently connects healthcare providers with the precise life sciences experts that they need, when they need them. As a result, medical practices stay on the cutting edge of patient care without disrupting workflows. Trusted by tens of thousands of practitioners and every leading life sciences company, RxVantage powers millions of meaningful connections between healthcare teams and industry experts. Location: Our “Work from Anywhere” philosophy is aimed at making sure we bring a diverse range of thought leadership so that our technology is better able to serve local health care providers. Our goal is to hire the country's top talent and allow them to create an environment where they can do their best work. Position Overview: We're looking for a proven Client Services leader to join our rapidly growing Life Sciences team. This is a critical role as RxVantage continues to expand its position as a trusted, strategic partner to leading life sciences companies. The ideal candidate brings deep experience working with Life Sciences organizations and strong relationships across Commercial functions (Sales, Marketing, Innovation, and more). They will make an immediate impact by leveraging this network, engaging key stakeholders, and driving measurable outcomes across their portfolio of accounts. To succeed in this role, you must thrive in a fast-paced, high-growth environment, welcome change, and bring the drive to deliver outstanding results for yourself and for RxVantage. What you'll be doing: Own and grow a portfolio of 15-20 life sciences enterprise accounts, ensuring clients view RxVantage as a trusted, strategic partner. Drive client success by proactively meeting known needs, uncovering new opportunities, and ensuring a consistently high level of satisfaction. Lead strategic account planning, aligning on client priorities, challenges, and goals while collaborating closely with Business Development to identify expansion opportunities. Identify and engage priority stakeholders across functions to drive adoption/usage, growth, and long-term success. Drive retention and growth by owning and managing pipeline, advancing opportunities, and creating strategic account plans and proposals in partnership with Business Development. Own and guide renewal conversations with clients, overseeing the full renewal process to ensure retention across your book of business. Lead and develop direct reports, providing coaching, feedback, and direction to ensure they deliver on client strategies and growth plans. Track impact and performance by monitoring KPIs for both client outcomes and team success, ensuring retention and growth targets are met. Partner cross-functionally with Business Development, Strategy, Operations, & Product teams to deliver a seamless, end-to-end client experience. Stay ahead of industry trends, bringing insights back to clients and the team to strengthen relationships and elevate the value RxVantage provides. Collaborate with Client Partners across accounts to share best practices, leverage collective expertise, and strengthen team capabilities. What you should have: Incredibly high ethical standards and a deep understanding of the importance of ethics and compliance in the life sciences industry. 15+ years of Client Service/Success experience managing enterprise relationships and selling into life science companies. Proven ability to build trust quickly with prospects and clients, and to cultivate lasting, strategic business partnerships. Strong strategic and analytical mindset, with expertise in interpreting metrics and turning insights into action. Exceptional business acumen, with the ability to assess client needs, uncover opportunities, and drive growth. Outstanding communication skills (written, verbal, and presentation), with the ability to influence at all levels. Experience with CRM (Salesforce or equivalent) to manage pipeline and client activity. Proven track record developing and executing complex strategies for life sciences clients. Experience with cross-functional implementation teams, ensuring successful execution and measurable outcomes. Benefits: Competitive Salary 100% Company-Paid Premiums for Employee's Medical Health (HDHP 4500), Vision, and Dental Plans + $4,400 company sponsored contribution into an HSA Short-term and Long-term Disability Life Insurance 401k Matching Work from Anywhere within the US Flexible PTO 100% Paid Parental Leave Post-Parental Leave Program - $5k stipend to assist with expenses, 4 week 100% paid “Ease-Back” return to work transition period Charitable donation matching Location: Our “Work from Anywhere” philosophy is aimed at making sure that we recruit a diverse range of thought leadership to ensure that our technology is better able to serve local health care providers. Our goal is to hire the country's top talent and allow them to create an environment within the U.S. where they can do their best work. About Our Organization: At RxVantage, we're a small company with a big mission: to connect healthcare providers with the right life science experts and resources they need, exactly when they need them, to improve patient care. We've built a software platform that's changing the way providers learn about the latest medical advancements and technologies. Every year, our platform powers over 1 million educational exchanges between medical practices and life science companies, making it easier for them to stay informed and provide better care. We have a proven product, a strong mission, and a passionate team. Now, we're looking for talented people to help us grow even more. If you're driven, eager to make an impact, and ready to be part of something meaningful, we want to hear from you! --- RxVantage is an equal opportunity employer and dedicated to ensuring that we represent the local communities where our health and wellbeing providers serve as pillars of support to our family, friends, and neighbors. Our representation within these communities allows us to embody a diverse set of backgrounds, experiences, abilities and perspectives; and provide an inclusive environment for our team to feel empowered to be their authentic selves, without fear of harassment or discrimination.

#1 Company to sell for ! Great work to life Balance. Sales professionals, are you ready to turn your winning personality and ambitions into a rewarding and challenging career in financial solutions sales? Join us at Heartland Payment Systems! As one of the largest payments processors in the U.S., we've helped countless businesses grow by providing credit/debit/prepaid card processing, payroll and payment solutions to more than 300,000 businesses and educational institutions nationwide. Heartland Payment Systems, Inc. (NYSE: HPY), one of the largest payment processors in the United States, delivers credit/debit/prepaid card processing and security technology through Heartland Secure™ and its comprehensive breach warranty. Heartland also offers point of sale, mobile commerce, e-Commerce, marketing solutions, payroll solutions, and related business solutions and services to more than 300,000 business and educational locations nationwide. A FORTUNE 1000 company, Heartland is the founding supporter of the Merchant Bill of Rights, a public advocacy initiative that educates merchants about fair credit and debit card processing practices. Heartland also established the Sales Professional Bill of Rights to advocate for the rights of sales professionals everywhere. Job Description Due to our continued growth, we are seeking highly motivated and experienced Sales Representatives to play a key business development role, presenting value propositions to potential clients, developing financial analysis, and closing sales with clients signing contract via atlas on the spot. This will also involve, prospecting, creating leads, up-selling clients on our wide array of products, and applying a consultative sales approach to uncover and address business needs. You will meet regularly with our Sales Training & Technology team for continuous training to hone your skills and ensure your ongoing success with us. More than just another job, this is a fantastic opportunity to establish yourself and build a career in this globally expanding industry. If you want to be rewarded fairly for your efforts and create wealth with unlimited potential, we want to hear from you. Contact us today! Additional Information All your information will be kept confidential according to EEO guidelines.

At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career. Join us as a Relationship Manager Brown Brothers Harriman is currently recruiting a Relationship Manager to join our Capital Partners team in Philadelphia. In this role you will serve as the point person for ultra-high-net-worth clients, with a focus on increasingly more complex relationships, client service and portfolio management. You will be expected to demonstrate a high level of credibility, presence and confidence in working with clients as well as intellectual know-how (ability to answer non-routine client questions). As an RM, you will generally handle meetings on you own - but may have a more senior team member tangential to an account's management. You will also focus on business development (from existing and new clients), partnering with Team Leader, other RMs, Relationship Associates and Wealth Planners in the process. Some of your key responsibilities include: Relationship Management and Business Development Effectively service clients and is the primary point person on designated accounts; handles moderately complex accounts independently. Partner with more seasoned RMs on the most complex accounts. Ensure all clients are highly satisfied with the service they are receiving as demonstrated by continuing to maintain their assets at BBH and referring their friends and family to the firm. Split time between managing existing client relationships and sourcing new business Investment Execution Serve as first call for portfolio related questions (e.g., Investments / Asset Allocation / Performance). Demonstrate knowledge of the fundamentals of each element of investments and ensure that the needs of our clients are being addressed. Implement investment strategy to meet individual client goals and objectives. Utilize BBH guidelines and policy to assist with development of client specific plans (e.g., asset allocation). Possess high level of investment knowledge (knowledge of all asset classes and their characteristics, risks, tax consequences) and judgment and demonstrate this knowledge with clients. Prepare for account review, account opening/closing/maintenance, and creation of client meeting materials. Risk Management and Administration Exercise sound, professional investment judgment on behalf of clients, while avoiding risks to the firm and demonstrates 100% adherence to the compliance requirements of the business, including Investment Policy Statements, Know Your Customer requirements, completing documentation and written records of meetings and discussions. Act as primary day to day contact point with clients, elevate high level risk issues to Team Leader and/or CAO. Ensure total compliance at the account level and oversee and respond to all compliance reports (i.e., overdraft reports, approved trades, delinquent documentation, IPSs). Oversee all account maintenance activities, including, documentation, meeting materials and performance evaluations. Business and Professional Leadership Active participation in personal and professional networks (e.g., organizations professional contacts); beginning to research/monitor industry related resources (e.g., newspapers) to identifying potential leads (in conjunction with more seasoned RMs/TLs). Manage self to develop professionally and personally by utilizing the internal resources at BBH. Coach, train and mentor RAs and Sr. RAs and provide input on their career development. Qualifications: BA/BS required and/or equivalent job experience 8 plus years relevant portfolio management experience involving equities, bonds, or both Excellent client service skills Superior oral/written communication, analytical and thought leadership skills Knowledge of asset allocation, trust and fiduciary principles Strong team player Strong work ethic CFA, CFP, and/or MBA a plus We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us. We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development-so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice-creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often-pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours. Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

Are you a passionate and results-oriented commercial banking professional seeking a dynamic environment to leverage your expertise? We're seeking a seasoned Commercial Relationship Manager (CRM) to join our growing Business Banking team. In this pivotal role, you'll play a key role in driving commercial loan growth while building strong client relationships and fostering new deposit opportunities. What You'll Do: · Client Acquisition & Growth: Develop a network of Centers of Influence (COIs) and leverage existing relationships to identify and acquire new business members with revenue between $5-$25 million. Focus on securing loan opportunities with strong deposit potential. · Trusted Advisor: Become a financial expert for your members, understanding their needs through in-depth financial analysis and proactively recommending solutions across Citadel's product suite (loans, deposits, etc.). · Commercial Credit Expertise: Utilize your strong credit analysis skills to evaluate loan applications, structure deals, and manage credit risk, ensuring all member relationships meet strict compliance standards. · Cross-Selling & Revenue Growth: Identify and leverage cross-selling opportunities to deepen client relationships and drive profitable business growth by exceeding loan, deposit, and fee income goals. · Community Engagement: Be a visible and active in the local business community, fostering relationships and identifying potential business members. · Partnership Focus: Collaborate effectively with internal teams (credit, deposit solutions) and external partners (COIs) to deliver a comprehensive 360-degree client experience. Who You Are: · Proven track record of originating and closing commercial loans within a competitive environment. · Minimum of 7-10 years of experience in commercial banking, with a strong understanding of credit analysis and risk management. · Excellent communication and presentation skills, with the ability to build strong relationships with business owners and decision-makers. · Deep understanding of commercial banking products and cash management, including deposit solutions. · Proven ability to develop and leverage strategic partnerships. · Active and engaged member of the local business community. Why Citadel? At Citadel, you'll join a team passionate about helping local businesses thrive. We offer a competitive compensation and benefits package, along with opportunities for professional development and career advancement. Responsibilities · Become a product expert: Know Citadel's offerings inside and out, including competitor products. · Build relationships: Network with influencers to bring in new business. · Be active in the community: Represent Citadel and find opportunities locally. · Understand client needs: Analyze financial data to identify member goals. · Deliver exceptional service: Regularly review client relationships and provide solutions. · Grow client business: Recommend products and close deals to reach revenue targets. · Mentor colleagues: Train and develop less experienced branch staff and relationship managers. · Close deals: Actively listen, present solutions, and secure member agreements. This is a hybrid position. It is expected that a Commercial Relationship Manager will come to work at Citadel HQ - a minimum of 4 of the 5 days a during a work week. The one day flexed is at the Commercial Relationship Manager's discretion. If a Commercial Relationship Manager needs the flexibility to adjust their schedule for early or late Member appointments/business networking attendance those appointments should be preset and on the Commercial Relationship Manager's calendar. Qualifications and Education Requirements · Undergraduate degree in business/related field or equivalent work experience. · 5 to 10 years commercial lending and deposit experience. · Formal commercial lending credentials such as (CFI, RMA, or Moody). · 10 plus years demonstrated sales and business development experience with proven results. · Excellent customer service skills. · Excellent verbal and written communication skills and Excellent presentation skills. · In depth knowledge of financial products and banking regulations. · Demonstrated experience with and expertise in analyzing and comprehending personal and commercial financial statements. · Extensive experience and in-depth knowledge of commercial deposits, lending, and small business operations. · Proficient in personal computer applications - PC (MS Windows and Office Products), Client Experience Desktop. Performance Measurements Performance is based on the Citadel corporate scorecard as well as departmental and individual goals. Work Environment This position will be in an office environment with most work done on a computer. Some events may take place outdoors. Reasonable accommodations will be provided. Physical Demands The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee will regularly lift and/or move up to ten pounds. The employee will regularly sit; talk; hear; use hands to finger, handle, or feel; and reach with hands and arms. The employee will occasionally stand. Special vision requirements include close vision and the ability to adjust focus. The noise level in the work environment is usually moderate. Travel to local and, on occasion out-of-town, meetings and events is required.

Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The CRM works with delivery teams to enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience. A CRM's shared measures are margin, revenue, client satisfaction & employee retention. CRM role-specific measures are renewal win rates, revenue, and margin. Cognizant Technology Solutions is currently seeking a highly skilled **Healthcare Payer Client Relationship Manager (Associate Director)** who will be responsible for a growing payer client in the eastern United States. Healthcare Payer Client Relationship Managers play a key role in our growth and are tasked with rapid business expansion within their assigned account(s), including managing business development and delivery objectives, top and bottom-line P&L, customer satisfaction, and the overall Account relationship for one or more key account(s). The qualified candidate must live within a daily commutable distance to the Philadelphia, PA area. **Key Responsibilities** · Balance business development and sales responsibilities and be responsible for managing high quality delivery while developing strategies and tactics for further penetrating the account and cross-selling Cognizant's emerging services. · Drive profitable growth of the account relationship. through identifying and overseeing the closure of new, renewal, and expansion opportunities. · Understand the customer's specific business needs and apply service/ process knowledge to meet those needs, additionally, to identify critical initiatives that help the client's business to achieve their goals. · Works to grow the client relationship by identifying new business opportunities. · Build and maintain relationships across various levels in the client organization, build a partner map to position the team and management. Have regular meetings and interface with the customer decision makers and influencers. · Collaborate with multiple service lines, innovation teams and business teams in Cognizant to formulate a business plan and execute it for the account relationship. · Actively drive execution of the innovation agenda for the portfolio. · Be actively involved in deal reviews, developing solutions, proposal responses, creating an executive summary for the proposal, and ensure timely submission with appropriate internal approvals. · Identify and forge partnerships and tap into existing alliance partnerships of Cognizant to grow the account. · End-to-end management of the account operations including account forecasting, budgeting, and overall P&L · Manage accountability against Measurable Revenue/Profit Growth within set timelines · Focus on developing a plan on increasing the visibility of Cognizant in the account and in the industry **Required Experience** · 15+ years of experience in a client facing role or account leadership role in the IT professional services or management consulting firm · Experience of leading diverse teams, experience of cultivating and collaborating in a multi-cultural environment · Strong knowledge of US healthcare, the associated technology landscape and trends · A strong performance track record of managing different portfolios ranging from sales, new sales, programs and existing annuity business · A strong relationship-oriented bent of mind, demonstrated capabilities in building and sustaining relationships · Strategic thinking and confidence and ability to plan and stay the course · Must be able to navigate a large organization, work in a multi-dimensional matrix and have the power of persuasion through content and confidence · Strong executive presence and gravitas · MBA or bachelor's degree OR equivalent combination of education, training, and experience. **Preferred Experience** · The candidate must bring in experience, insight, and credibility in the US Healthcare Payer domain · The candidate must be able to work in a dynamic, entrepreneurial environment · Experience of leading and closing large deals in managed services (multi-million $ and multi-year contracts) **Top Reasons to Join Our Team** Excellent compensation/benefits. A strong financial incentive package that includes a solid base salary with a highly attractive commission's plan. Further incentives include award programs, club trips, and excellent benefits package. Wide exposure to industry, product, and functional standard methodologies; as well as outstanding teams supporting your sales pursuits. Encouraging management team that rewards initiative & success. Exciting, industry leading practice where you can truly build a long-term career. Congenial, collaborative, and goal-oriented environment; the opportunity to work with and learn from a highly experienced team of business professionals. Tremendous opportunities for growth with a real career path promoting career advancement. **Salary and Other Compensation:** The BASE SALARY for this position $165,000 - $175,000 + Annual Target Bonus of 30%. **Benefits** Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: · Medical/Dental/Vision/Life Insurance · Paid holidays plus Paid Time Off · 401(k) plan and contributions · Long-term/Short-term Disability · Paid Parental Leave · Employee Stock Purchase Plan Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, based on applicable law. **A Good fit for the Cognizant culture** A person who possesses a true passion for changing organizations for the better, and desires to do so within a goal, yet professional atmosphere filled with business professionals who all manifest a belief in partnership, innovation, and excellence. Our "Cultural Value Drivers" are well-known and clearly communicated within the organization: Open, Visible, Motivated, Empowered, Opportunity-Filled, Flexible & Collaborative. **Work Authorization** Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future. Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

* Develop sales leads independently and by cooperation with the Business Development officer and Branch Managers to attain new C&I business relationships and product sales. * Manage a loan portfolio of existing clients and monitor loan quality; Be responsible for all aspects of loan administration for this portfolio, including receipt of financial information, updating risk ratings, and ensuring timely renewals of lines of credit. * Oversee and ensure accuracy and performance of loan administration and processes, such as receipt of applications from prospective applicants, completeness of loan packages, and timely processing, funding, and closing of committed loans. * Interview applicant(s) and request specified information for loan application. * Request applicant credit reports, background checks, reference checks, and other information pertinent to loan applicants' evaluations. * Analyze applicant financial status, credit, banking status, and other information to determine feasibility of granting a loan. * Compile loan package and facilitate negotiation of loan structure with applicant, including fees, loan repayment options, and other credit terms. * Present loans to appropriate approving authority or Loan Committee for approval. * Call and visit C&I customers, prospects, and referral sources / centers of influence (COIs) to promote and sell Bank products and services. * Respond to customer information requests or inquiries involving small business loans. * Provide loan data to support marketing and sales promotion programs as required. * Promote and cross-sell other Bank products and services as appropriate to customer requirements, such as Business Checking and Cash Management. Penn community Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Mindbiz Coaching & Consulting, Inc. is the top choice of Fortune 1000 companies for affordable top-flight business services. Mindbiz Coaching & Consulting, Inc. has worked with global and national powerhouses, including: Exxon/Mobil, New York Life, telecom giant WPCS, Five Below and Roto-Rooter. Over the past 7 years, we've also assisted more than 750 mid-size and small business clients in achieving dramatic business turnarounds and next-level performance. At Mindbiz Coaching & Consulting, Inc. we staff a team of top-flight business experts, including PhDs, MBAs, career veterans of DuPont and Bloomberg, and even a best-selling author. Job Description As an Area Relationship Manager for Mindbiz C&C, Inc. you'll become part of a top-flight client acquisitions team that enjoys local territory management authority and the industry's most exciting compensation package. Mindbiz, C&C, Inc, Area Relationship Managers (ARM) serve as the critical first point of contact between the company and its midsize and small business clients. Our Area Relationship Managers average $75,000 first year with 6-figure potential for top performers. Benefits include medical, company expense account, mentorship under CEO and VP, convenient local territories, broad management and territory authority, and opportunity for promotion to our prestigious and lucrative Fortune Client Division. Qualifications Qualifications include prior sales experience (preferable w/ territory management responsibilities) Business degree a plus Ability to communication effectively w/ executive-level decision-makers Impeccable presentation skills Self-starter w/ self-management skills

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client's individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI's). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client's values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. An existing network that can be cultivated and expanded within the community Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions Comfortable interacting with individuals of significant wealth Personal integrity that is beyond reproach Strong academic credentials A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

WHO WE ARE Aberdeen Investments is part of Aberdeen Group plc, one of the UK's leading Wealth & Investments groups. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry's best talent. Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders and society. We are repositioning our specialist asset management business to meet client demand and are committed to providing excellent client service, supported by leading technology and talent. As a global business, Aberdeen consists of three divisions: Investments, Adviser, and interactive investor (ii). Each division is dedicated to meeting and adapting to our clients' evolving needs. In the Americas, our sole focus is on the investments business. We have offices in Philadelphia, New York, Boston, Miami, and Sao Paolo. Our breadth of experience gives us close proximity to the companies we invest in and the markets we operate in. KEY RESPONSIBILITIES: Delivering Excellent Client Service * Responsible for managing the servicing provision of an allocation of clients and providing adequate cover for team members during absences. * Managing client queries and requests for information in a timely, accurate and professional manner. * Source of knowledge of internal and external processes which impact clients. * Owning segregated client lifecycle events, including onboarding, mandate changes or terminations. * Overseeing client onboardings in Aberdeen pooled products which utilise third party administrators and other Aberdeen servicing teams. * Working with internal teams and our external third-party suppliers to effectively resolve any issues, highlighting to the client where necessary and escalating any potential risks through appropriate business streams. * Input into product and mandate launch processes by assisting with defining onboarding and servicing processes prior to launch. * Managing changes to clients' legal documentation and communicating requirements to the relevant teams and ensuring any issues are resolved promptly. * Overseeing the implementation of client-specific reporting to ensure these are issued timely and accurately. * Overseeing client-specific fees to ensure invoices are processed and issued timely and accurately. * Overseeing cashflow and dealing requests. * Assisting with collation of AML/KYC/CDD documentation from clients in partnership with the designated KYC Operations Team. Challenging requirements where appropriate to reduce client impact while ensuring our regulatory obligations are met. * Providing feedback/insight on client requirements to the wider team so to share information and allow identification of common themes and trends. * Representing the voice of the client on company driven projects to ensure effective implementation does not compromise the client service experience. Manage the communication of such changes to our clients, with the support of other teams where required and escalate any issues that may arise. Building Relationships * Acting as the principal point of contact for clients and strengthening and deepening these working relationships. * Working closely with Relationship Managers to share information and keep them briefed on their relevant client activity. * Working collaboratively with colleagues within the Client Service team and across the rest of the organisation including Investment teams, Operations, Legal, Finance and Compliance to ensure client expectations are being met. Working Within Required Control Framework * Minimising potential risks to the business by following agreed processes and procedures and reviewing the documenting of these where necessary. * Ensuring breaches, errors, issues and complaints are logged and resolved as required. * Highlighting any potential enhancements to the control environment to continuously improve team processes and procedures. Digitisation and Automation * Creating and maintaining central client records for regulatory and internal purposes to enable accurate reporting and management information. * Maintaining internal systems with accurate client data within the Aberdeen data infrastructure to drive automated processes and ensure quick and accurate decision making. * Embracing new ways of working and technological advancements including automation and AI. * Maintaining and updating internal procedures as needed. QUALIFICATIONS: * Four-year undergraduate degree, preferably in a business-related field. * 5 to 6 years' experience within the asset management industry, preferred * Series 7 & 63 licenses required. * Ability to commute into Aberdeen's Center City Philadelphia office 3 days a week minimum, per our hybrid schedule. * Experience in servicing institutional clients is preferred. * Background knowledge with KYC/AML procedures and protocols is highly desired. * Attention to detail and teamwork are of the utmost importance. * Ability to autonomously work under pressure and within tight deadlines especially at month and quarter end to meet internal and external requests. * Excellent written and verbal communication skills. * As a global organization, this person will need to liaise with internal US colleagues as well as teams overseas in the daily course of business. Ability to foster strong working relationships is a key component of this role. * Natural curiosity, desire to learn, and willingness to adapt as business needs change. * Proactive approach to the role and supporting the needs of the team. Our Benefits: When you join Aberdeen, you will be rewarded with a comprehensive benefits package that invests in each employee's financial future, health and well-being. We offer a range of benefits to meet your family's needs and employees are immediately eligible to begin participating. We have an environment where you can learn, get involved and be supported. What We Offer: * Best in class Medical, Dental, and Vision plans with well-known carriers; Telehealth and Health Concierge services. * Health, Dependent and Commuter Flexible Spending Plans. * Employer provided Life Insurance, Critical Illness Insurance, Short Term and Long-Term disability with additional optional coverage options. * Investing for your Future - 401(k) Retirement Savings plan with top notch company Profit Sharing contribution which is immediately vested! * Generous time off starting day one with 4+ weeks annual vacation plus 9 paid holidays. * Paid Parental, Adoption, and Family Sick/Caregiver leave programs. * Volunteer Days and Study Time to focus on what is important to you! * Make a donation to your favorite Charity and Aberdeen will match up to $500 per year! * Employee Assistance, Travel and Discount Programs. From helping you navigate the healthcare system, to providing resources and assistance to parents and caregivers of children with development disabilities. * Flexible, voluntary benefits including Accident Insurance, Identity Protection, and Legal Assistance. * Wellness program including Nutritional Counselling and Gym Membership Reimbursements. How We Create Value: * Our strategic drivers are the foundations from which we deliver for all our stakeholders: High Impact Intelligence, Enduring Relationships, Connections without borders and Future fit. You can find out more about our values here. Our Inclusive Culture: * We are committed to exploring the possibilities of working smarter. This means we'd like to hear from you, whatever way you like to work. * We have a long-term commitment to building inclusive workplaces; we value diversity in our workforce and welcome enquiries from everyone. If you need assistance or a reasonable adjustment due to a disability please let us know as part of your application and we will assist. You can find out more about our inclusive culture here. * Aberdeen is an affirmative action - equal opportunity employer. We are an affirmative action - equal opportunity employer. We're committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense - this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone. If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.

WHO WE ARE Aberdeen Investments is part of Aberdeen Group plc, one of the UK's leading Wealth & Investments groups. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry's best talent. Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders and society. We are repositioning our specialist asset management business to meet client demand and are committed to providing excellent client service, supported by leading technology and talent. As a global business, Aberdeen consists of three divisions: Investments, Adviser, and interactive investor (ii). Each division is dedicated to meeting and adapting to our clients' evolving needs. In the Americas, our sole focus is on the investments business. We have offices in Philadelphia, New York, Boston, Miami, and Sao Paolo. Our breadth of experience gives us close proximity to the companies we invest in and the markets we operate in. KEY RESPONSIBILITIES: Delivering Excellent Client Service Responsible for managing the servicing provision of an allocation of clients and providing adequate cover for team members during absences. Managing client queries and requests for information in a timely, accurate and professional manner. Source of knowledge of internal and external processes which impact clients. Owning segregated client lifecycle events, including onboarding, mandate changes or terminations. Overseeing client onboardings in Aberdeen pooled products which utilise third party administrators and other Aberdeen servicing teams. Working with internal teams and our external third-party suppliers to effectively resolve any issues, highlighting to the client where necessary and escalating any potential risks through appropriate business streams. Input into product and mandate launch processes by assisting with defining onboarding and servicing processes prior to launch. Managing changes to clients' legal documentation and communicating requirements to the relevant teams and ensuring any issues are resolved promptly. Overseeing the implementation of client-specific reporting to ensure these are issued timely and accurately. Overseeing client-specific fees to ensure invoices are processed and issued timely and accurately. Overseeing cashflow and dealing requests. Assisting with collation of AML/KYC/CDD documentation from clients in partnership with the designated KYC Operations Team. Challenging requirements where appropriate to reduce client impact while ensuring our regulatory obligations are met. Providing feedback/insight on client requirements to the wider team so to share information and allow identification of common themes and trends. Representing the voice of the client on company driven projects to ensure effective implementation does not compromise the client service experience. Manage the communication of such changes to our clients, with the support of other teams where required and escalate any issues that may arise. Building Relationships Acting as the principal point of contact for clients and strengthening and deepening these working relationships. Working closely with Relationship Managers to share information and keep them briefed on their relevant client activity. Working collaboratively with colleagues within the Client Service team and across the rest of the organisation including Investment teams, Operations, Legal, Finance and Compliance to ensure client expectations are being met. Working Within Required Control Framework Minimising potential risks to the business by following agreed processes and procedures and reviewing the documenting of these where necessary. Ensuring breaches, errors, issues and complaints are logged and resolved as required. Highlighting any potential enhancements to the control environment to continuously improve team processes and procedures. Digitisation and Automation Creating and maintaining central client records for regulatory and internal purposes to enable accurate reporting and management information. Maintaining internal systems with accurate client data within the Aberdeen data infrastructure to drive automated processes and ensure quick and accurate decision making. Embracing new ways of working and technological advancements including automation and AI. Maintaining and updating internal procedures as needed. QUALIFICATIONS: Four-year undergraduate degree, preferably in a business-related field. 5 to 6 years' experience within the asset management industry, preferred Series 7 & 63 licenses required. Ability to commute into Aberdeen's Center City Philadelphia office 3 days a week minimum, per our hybrid schedule. Experience in servicing institutional clients is preferred. Background knowledge with KYC/AML procedures and protocols is highly desired. Attention to detail and teamwork are of the utmost importance. Ability to autonomously work under pressure and within tight deadlines especially at month and quarter end to meet internal and external requests. Excellent written and verbal communication skills. As a global organization, this person will need to liaise with internal US colleagues as well as teams overseas in the daily course of business. Ability to foster strong working relationships is a key component of this role. Natural curiosity, desire to learn, and willingness to adapt as business needs change. Proactive approach to the role and supporting the needs of the team. Our Benefits: When you join Aberdeen, you will be rewarded with a comprehensive benefits package that invests in each employee's financial future, health and well-being. We offer a range of benefits to meet your family's needs and employees are immediately eligible to begin participating. We have an environment where you can learn, get involved and be supported. What We Offer: Best in class Medical, Dental, and Vision plans with well-known carriers; Telehealth and Health Concierge services. Health, Dependent and Commuter Flexible Spending Plans. Employer provided Life Insurance, Critical Illness Insurance, Short Term and Long-Term disability with additional optional coverage options. Investing for your Future - 401(k) Retirement Savings plan with top notch company Profit Sharing contribution which is immediately vested! Generous time off starting day one with 4+ weeks annual vacation plus 9 paid holidays. Paid Parental, Adoption, and Family Sick/Caregiver leave programs. Volunteer Days and Study Time to focus on what is important to you! Make a donation to your favorite Charity and Aberdeen will match up to $500 per year! Employee Assistance, Travel and Discount Programs. From helping you navigate the healthcare system, to providing resources and assistance to parents and caregivers of children with development disabilities. Flexible, voluntary benefits including Accident Insurance, Identity Protection, and Legal Assistance. Wellness program including Nutritional Counselling and Gym Membership Reimbursements. How We Create Value: Our strategic drivers are the foundations from which we deliver for all our stakeholders: High Impact Intelligence, Enduring Relationships, Connections without borders and Future fit. You can find out more about our values here. Our Inclusive Culture: We are committed to exploring the possibilities of working smarter. This means we'd like to hear from you, whatever way you like to work. We have a long-term commitment to building inclusive workplaces; we value diversity in our workforce and welcome enquiries from everyone. If you need assistance or a reasonable adjustment due to a disability please let us know as part of your application and we will assist. You can find out more about our inclusive culture here. Aberdeen is an affirmative action - equal opportunity employer. We are an affirmative action - equal opportunity employer. We're committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense - this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.