Relationship manager jobs in Lynn, MA

Fractal Analytics is a strategic AI partner to Fortune 500 companies with a vision to power every human decision in the enterprise. Fractal is building a world where individual choices, freedom, and diversity are the greatest assets. An ecosystem where human imagination is at the heart of every decision. Where no possibility is written off, only challenged to get better. We believe that a true Fractalite is one who empowers imagination with intelligence. And that it will be such Fractalites that will continue to build the company for the next 100 years. Please visit Fractal | Intelligence for Imagination for more information about Fractal Location: Boston, MA (Onsite 3-4 days per week at client office) Key Responsibilities: U.S. Client Relationships shaping and sustenance. Strategically drive new business in a healthcare account in close synergy with Solution & Delivery teams to manage assigned sales and margin targets. Connect the dots across the client company performance, operating model, internal value chains and industry knowhow. Draw implications to account strategy, basis clients' ongoing divisional shifts. Ensure the U.S. stakeholders understand Fractal India ecosystem, regardless of active engagements or not. Track impact of past solutions delivered, to uncover gaps and expectation shifts. Sustain in-person relationships with Director- and VP-level clients. AI/ Gen AI Demand generation and demand shaping, with commercial advancements AI/ Gen AI Use Cases Development: Identify business improvement opportunities and develop compelling use cases for AI/ Gen AI solutions. Leverage insights from existing dashboards, proof of concepts (POCs), software partners' dynamics and market research to present new propositions to clients. Proposals Development and Solutioning: Build proposals, for solutions tailored to client needs and technical constraints (cloud stack, APIs, security, etc.). Collaborate with the account consulting team in India and Fractal capabilities leadership, to shape AI solutions entailing services, accelerators and/or products. Harness Fractal's AI Research group to advance client's roadmaps and stretch aspirations. Commercial structuring: In line with Fractal's objectives to shift towards outputs-based and subscriptions-types pricing, in collaboration with Fractal Finance and Capabilities leadership. Influence U.S. client procurement-related stakeholders with advanced commercial structures, entailing TCO, usage value and adoption factors. Internal remote collaboration with the Fractal India ecosystem Collaborate with internal India teams, including Consulting and Delivery teams, to develop winning proposals and ensure POCs and pilot-phase execution success. Ensure pilots and/or POCs reach success in terms of long-term production solutions, with upgradation roadmaps. Tie with the long-term subscription-revenue objectives. Represent full Fractal portfolio with broad understanding and expertise in AI, Engineering & Design /Behavioral sciences. Technical Kkills: Strong grasp of GenAI concepts (LLMs, prompt engineering, fine-tuning, embeddings) and their business applications Awareness of Agentic AI patterns (autonomous agents, workflow orchestration, multi-agent systems) and ability to position them in client contexts. Familiarity with cloud AI services (Azure OpenAI, AWS Bedrock, Google Vertex AI) and ecosystem tools (LangChain, RAG frameworks) Ability to translate technical enablers (APIs, integration, data pipelines) into business value narratives for clients. Qualifications: 10-18 years of relevant experience in customer success, account management or presales in Consulting Services, encompassing Analytics offerings (BI, AI ML, Gen AI, Cloud Tech). Demonstrated ability to drive account growth in scaled accounts, develop strong client relationships and execute pre-sales activities. Willingness to work in a siloed manner, i.e., alone at client site with a geographically distributed team (EU, India) structure in a fairly challenging environment. Strong understanding of business processes and the ability to derive insights from various data sources. Excellent communication and interpersonal skills, with an emphasis on relationship building with Director & VP-level clients. Ability to work collaboratively with teams across different functional areas. Travel: Possibly every month across U.S. client offices Pay: The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Fractal, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is: up to $200,000 base. In addition, for the current performance period, you may be eligible for a discretionary bonus. Benefits: As a full-time employee of the company or as an hourly employee working more than 30 hours per week, you will be eligible to participate in the health, dental, vision, life insurance, and disability plans in accordance with the plan documents, which may be amended from time to time. You will be eligible for benefits on the first day of employment with the Company. In addition, you are eligible to participate in the Company 401(k) Plan after 30 days of employment, in accordance with the applicable plan terms. The Company provides for 11 paid holidays and 12 weeks of Parental Leave. We also follow a “free time” PTO policy, allowing you the flexibility to take time needed for either sick time or vacation. Fractal provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

WHO WE ARE: Saks Fifth Avenue is a leading destination for luxury fashion, driven by a mission to help customers express themselves through relevant and inspiring style. Since its inception in 1924, the company has delivered one-of-a-kind shopping experiences, featuring an expertly curated assortment of fashion and highly personalized customer service. Its unique approach combines an emphasis on the digital customer experience with a strong connection to a network of 33 extraordinary locations across North America for seamless, all-channel shopping. Saks Fifth Avenue is part of Saks Global's portfolio of top luxury retail brands and real estate assets. YOU WILL BE: As the Sales Manager, you possess total ownership of the sales experience within your Saks Fifth Avenue store and occupy a critical role in the achievement of the company's objectives. Within this role, you facilitate partnerships across functions and leverage team skills to build a customer-centric sales experience, all while being a steward of the Saks Fifth Avenue brand. You have an appetite for driving sales by developing the clienteling skills and selling behaviors of a team of high-performing direct reports. You maintain high visibility on the selling floor to coach and develop our selling force, while refining the art of connecting with clients to build sustainable relationships through exceptional service and regular outreach. With strong oversight of onboarding, training, ongoing education, and performance management of the selling team, you foster a powerful sense of teamwork and collaborative spirit to successfully achieve the store's goals. WHAT YOU WILL DO: People Responsible for actively recruiting and seamlessly onboarding new hires. Acting with a sense of urgency, hiring quality talent to plan for and create talent bench Train and develop top talent by supporting team members in identifying career development goals and opportunities for growth and exposure; set clear goals and communicate to direct reports in alignment with department objectives and support in achievement strategy Foster an environment of accountability by leading team in appropriately enforcing policies and procedures, ensuring understanding from all associates Evaluate and calibrate performance and productivity fairly for direct reports, provide feedback with consistent follow-up, coach and mentor associates on opportunities for improvement Develop direct reports to build their personal brand as a fashion authority through proactive outreach, leveraging social media platforms to build fashion influencer presence, and broaden connections beyond client base Drive continued education initiatives for direct reports, with a focus on product knowledge training, client events and experiences, and targeted selling and clienteling Promote a positive environment of achievement, recognition, and celebration Resolve work-related concerns and conflicts as soon as they arise, finding common ground and settling disputes fairly and with minimal disruption Empower team to take ownership of internal and external customer problems and resolve them quickly Oversee scheduling of department associates with sensitivity to promotional calendar and business needs, while managing team's daily prioritization of tasks Create and maintain an environment of trust and collaboration by encouraging team members to share feedback and make recommendations for improvement Speak with truth and candor, modeling how to challenge the status quo appropriately Customer Experience Exhibit Saks Fifth Avenue's culture and values, and create a friendly, upbeat atmosphere where customer service is consistent with Company standards Role model exceptional service and client relationship building skills by consistently delivering memorable client experiences, planning and supporting client appointments to maximize results, and informing clients of in-store events to enhance engagement and loyalty Execute all client development-specific initiatives in-store and collaborate with functional partners, including store leadership, marketing, vendors, and merchants, to identify top clients and seamlessly execute events/experiences Proactively build positive and productive relationships, seeking to help others by identifying and meeting the needs of the team, customers, partners, and the community Build a cohesive customer service-driven team, overseeing customer service efforts and escalations Use data-driven methods to identify patterns in client spend, identify opportunities to increase wallet share, and drive repeat business Increase new client acquisition and strengthen existing relationships by leveraging various marketing tools and channels of technology, such as social media platforms, referrals, and networking Exercise expertise in use of clienteling tools to deliver exceptional service, stay connected with the client, and make targeted recommendations based on shopping history and preferences Take initiative to stay informed on new merchandise deliveries in the store to maximize selling potential Business Ownership Drive towards the achievement of maximum sales and growth through the development of client advisors and client relationships Establish well-thought-out plans and manage team execution, anticipating and adjusting for risks and roadblocks to maintain operational excellence within department(s) Execute plans and strategies in store to build strong client relationships and meet overall client development goals Develop understanding of and analyze internal and external customer behaviors, trends, and preferences, adjusting processes and standards accordingly (e.g., focus programs) Support audit compliance to enforce department and stockroom controls, as applicable Stay informed of business drivers, industry trends, and competitors, applying knowledge to identify and pursue new opportunities Track progress against departmental strategies to execute properly and successfully Proactively share information, best practices, and new ideas with team to improve business and performance Demonstrate strong decision-making skills (e.g., problem definition, data analysis, hypothesis testing, asking for input) Use critical thinking skills to analyze problems and to recommend viable solutions Personally champion change initiatives, explaining benefits and challenges of change to team and others impacted WHAT YOU WILL BRING: Required Qualifications (Minimum Requirements): Relevant experience and leading a team, with supervisory experience managing a team of direct reports A proven track record of success managing a selling and operations workforce and achieving business results Proficiency in utilizing available technology, including clienteling tools and social media (social selling), as well as Google Workspace programs, advanced proficiency preferred History of building, leading, motivating, and coaching teams to achieve objectives Excellent oral and written communication skills, structuring messages in a clear logical manner using the most appropriate communication medium Strong attention to detail May require standing, bending, climbing stairs, and lifting and carrying up to 10 pounds Willing to work a flexible schedule based on business need, which will include evenings, weekends, and holidays Preferred Qualifications: Luxury retail fashion experience preferred 4-year degree preferred Continuously builds skills and knowledge through training, coaching, and career experiences Demonstrates a working knowledge and appreciation of the Saks Fifth Avenue business and the fashion industry Adapts personal approach in response to diverse situations and people Responds to unexpected changes in work environment with creativity and resilience Establishes and upholds high personal standards for individual work and environment Maintains a customer-centric mentality versus a solely store-centric one Comfortable working in a remote environment YOUR LIFE AND CAREER AT SAKS FIFTH AVENUE: Opportunity to work in a dynamic fast paced environment at a company experiencing growth and transformation Exposure to rewarding career advancement opportunities across the largest multi-brand luxury retailer from retail to distribution, to digital or corporate Comprehensive benefits package for all eligible full-time employees (including medical, vision and dental) An amazing employee discount SALARY AND OTHER BENEFITS: The starting salary for this position is $85,000 - $90,000 annually. Factors which may affect starting pay within this range may include market, experience and other qualifications of the successful candidate. This position is also eligible for bonus Benefits: We offer the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, basic life insurance, supplemental life insurance, disability insurance, and a variety of additional voluntary benefits (such as critical illness, hospital and accident insurance). Thank you for your interest with Saks Global. We look forward to reviewing your application. Saks Global is an equal employment opportunity employer and is committed to providing reasonable accommodations to applicants with disabilities. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

REGIONAL SALES MANAGER - Northeast Region AT3 Staffing is excited to partner with a well-established industry leading Tile and Stone Distributor in search for a Regional Sales Manager to join their team. The Regional Sales Manager is responsible for developing and driving the overall sales growth strategy by promoting account development across all brands. Responsibilities include owning revenue targets for the region, identifying and leveraging existing customer relationships to enhance the ability to deliver outstanding customer experience. The role will expand the organization's footprint via new and existing channels, building strong relationships with builders, fabricators, showrooms, designers and distributors to expand market share. The successful candidate will be a result-driven, innovative sales, marketing, and strategy leader capable of motivating and achieving continued growth. The preferred candidate will have strong strategic leadership capabilities and the ability to effectively articulate a vision for the future and a growth roadmap for the business. Responsibilities: In collaboration with company leadership, execute a segment strategy to drive sales growth for the entire portfolio of products across the assigned Region. Provide support for design center locations and act as a key resource for this essential growth account. Visit job sites to assess complaints, gather information, and communicate with upper management and clients to resolve issues. Develop new display strategies in each territory to facilitate market share growth. Provide organizational insights into market trends, competitor strategies, and industry developments to establish a customer-focused agenda. Drive sales performance and customer engagement across the company. Coordinate sales and marketing objectives with all functional departments, including purchasing, marketing, finance, and distribution. Meet company sales objectives by forecasting requirements, including preparing an annual budget, scheduling expenditures, analyzing variances, and initiating corrective actions. Develop and implement strategic segment strategies and sales plans in conjunction with marketing plans and forecasts to achieve annual objectives. Actively engage in the sales process by guiding the field team in identifying, developing, and targeting key customers and marketing accounts. Establish and maintain key customer relationships to support long-term business opportunities. Review and analyze sales performance against programs, quotes, and plans to measure effectiveness. Support the outside sales team by recruiting, selecting, training, assigning, scheduling, coaching, counseling, and managing employees in assigned territories. QUALIFICATIONS Basic Qualifications: Bachelor's degree in Business Administration, Marketing, or a related field. 10+ years of experience in a building trades leadership capacity. Proven history of success in sales management, with at least 7 years of experience in a leadership role. Strong leadership and team-building skills. Excellent communication, negotiation, and interpersonal skills. Proficiency in CRM software, sales analytics tools, and Microsoft Office Suite. Strong analytical and critical thinking skills. Willingness to travel 75% of the time. Preferred Qualifications: Master's degree in Business Administration. 3+ years of experience in the stone slab industry. Strategic thinker with the ability to develop and execute sales strategies that drive results. Bilingual (English/Spanish). BENEFITS Medical Dental Vision Employer-Paid Basic Employee Life and AD&D Insurance Employer-Paid Long-Term Disability Flexible Spending Accounts Voluntary Short-Term Disability Voluntary Life and AD&D Insurance Voluntary Accident Insurance Voluntary Critical Illness Insurance WORK LOCATION This position requires approximately 80% travel across multiple states. Additional details will be provided during the interview process. POSITION TYPE & EXPECTED HOURS OF WORK This is a full-time position that may require overtime based on business needs. OTHER DUTIES Please note: This job description is not designed to cover or contain a comprehensive listing of all activities, duties, or responsibilities required for this role. Responsibilities and tasks may change at any time, with or without notice.

About Long's Jewelers For more than a century, Long's Jewelers has been New England's premier destination for fine jewelry, luxury watches, and exceptional client experiences. Family-owned and operated with seven locations across Massachusetts and New Hampshire, Long's is proud to partner with the world's most prestigious brands, including Patek Philippe and Rolex. With a reputation built on trust, integrity, and lasting relationships, Long's offers a truly unique opportunity to be part of a legacy brand. The Opportunity Long's Jewelers is seeking a Sales Manager to lead the flagship Patek Philippe boutique on Newbury Street in Boston. This is a rare opportunity to represent one of the world's most exclusive watchmakers, guiding clients through an experience that is as much about heritage and artistry as it is about ownership. The Sales Manager will be entrusted with fostering meaningful client relationships, mentoring a talented team, and serving as a key ambassador for both Long's and Patek Philippe. Key Responsibilities Represent Patek Philippe with professionalism, discretion, and integrity. Build lasting relationships with high-net-worth clients, offering an exceptional and personalized experience. Lead, coach, and inspire the boutique sales team, cultivating a collaborative and high-performance culture. Partner with leadership to drive strategy, elevate client experiences, and grow the boutique's impact. Serve as a trusted liaison with Patek Philippe leadership in the U.S. and Geneva, bringing insights and training back to the team. Qualifications 5+ years of experience in luxury watches or fine jewelry; high-complication expertise strongly preferred. A proven track record of building and sustaining long-term client relationships. Experience leading and developing high-performing sales teams in a luxury retail environment. Strong organizational, analytical, and communication skills. A passion for horology and an eagerness to represent one of the most respected names in the industry.

MANAGER, CLIENT ACCOUNTING (HYBRID - Boston, San Francisco or Washington, DC) If you are an experienced client accounting professional looking for an opportunity to showcase/display your timekeeper and billing management skills, then we would like to meet with you! The Manager, Client Accounting manages the firm's master files including case and timekeeper intake, timekeeper promotions and annual rate increases, special fee and discount programs and reporting related to these responsibilities. This role also leads the Client Accounting team, drives process efficiency, and ensures compliance with client-specific billing terms. At Cornerstone Research, you will be part of a thriving, 1,000-strong team that spans nine offices, comprises more than 55 nationalities, and leads the industry in its commitment to develop team members across all levels. Inc. Magazine has recognized Cornerstone Research three times as a Best Workplace for its outstanding employee engagement, collaborative culture, and professional growth opportunities. You'll Love It Here If You: Embrace learning and continuous improvement Set and strive for a high bar of excellence Believe that teamwork leads to success: ask us what it means to be #onefirmfirm! Take pride in always doing your best work, even if it's harder or takes longer Are passionate about what you do How You'll Help Our Team Succeed: Hires, manages, coordinates workflow, oversees training and professionally develops the Client Accounting team. Manages the intake of new clients and client matters in partnership with the Client Accounting Coordinators. Creates special case setups of new engagement terms in partnership with Billing management. Oversees quality control of billable, nonbillable, accountable matters and their time records. Manages the Timekeeper rate setups for all standard and nonstandard rate levels. Manages our fee and discount agreements with clients. Reviews, interprets and clarifies new agreements and implements with client intake. Maintains a summary of the discount and rate agreement's terms in the financial system. Tracks volumes of tiered discounting agreements on a monthly basis and reports discount percentage levels to client intake and billers. Manages the firm's update of bill rates including coordination with the firm's Fee agreement negotiators, preparing related analyses and updating and assigning rate levels for custom fee agreements. Ensures complete setup of case and client billing requirements within the related financial systems. This includes creating data quality checks for vital data required for proper billing or reporting of casework,including ensuring tax and currency compliance for our European offices. Manages requests for client accounting related analysis and reporting. Accurately documents all related procedures. Manages process improvement and best practices reviews with a goal to reduce manual work and continually improve the department's service. What You'll Need to Be Successful: Strategic 8+ of relevant work experience required, in a professional services environment preferred. Experience with service provider billing. Ability to translate complex billing and ebilling requirements for non-finance audiences. Excellent problem solving, critical thinking and negotiation skills. Strong knowledge of MS Office and advanced Excel skills required. Experience managing projects from inception to completion. Experience leading or mentoring team members. Experience with Aderant strongly preferred. Bachelor's degree in Business Administration or related field required. Further education may be considered instead of some of the required experience. Cornerstone Research is offering a competitive market base salary for this position. The base salary range represents the low and high end of the salary range for this position in all eligible locations. This range may differ based on your geographic location and cost of living considerations. At Cornerstone Research, we believe compensation is more than just a base salary. We offer a competitive total compensation package that includes an annual performance bonus and comprehensive benefits such as flexible options for healthcare, paid time off, and retirement savings. Relocation assistance is not offered for this position. Boston: $108,900 - $151,500 San Francisco: $118,800 - $165,200 Washington, DC: $107,000 - $148,800 Who We Are: Cornerstone Research provides economic and financial analysis and expert testimony in all phases of commercial litigation and regulatory proceedings. We work with a broad network of testifying experts, including leaders from academia and industry, who are recognized for their depth of knowledge, accomplishments, and research. Our staff consultants contribute expertise in economics, finance, accounting, and marketing, as well as business acumen, familiarity with the litigation process, and a commitment to produce outstanding results. We're looking for passionate individuals who share our firm's core values and can bring varied perspectives and experiences to our team. The firm's uniquely collegial, supportive atmosphere makes Cornerstone Research a great place to work. We invest in our people in a host of ways, from providing meaningful learning and development opportunities to organizing memorable social events. To many, our culture and our people are the most exciting, enriching aspects of a Cornerstone Research career. Equal Employment Opportunity: Cornerstone Research provides Equal Employment Opportunities to all employees and applicants for employment without regard to legally protected categories, such as age, sex, gender, gender identity, race, color, creed/religious belief, medical condition, predisposing genetic characteristics or genetic information or testing, disability, marital status, pregnancy status, military status, veteran status, arrest or conviction record (except where permitted by law), sexual orientation, ethnic background, citizen status, ancestry, national origin, or any other consideration protected by federal, state or local law.

Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With ten offices located throughout the United States, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities. Position Summary: This is an incredible opportunity for a bright, energetic, and dynamic individual with a strong analytical capability coupled with superior communication, sales and relationship building skills. In this role, the Client Relationship Analyst is expected to develop into a market facing Client Relationship Manager responsible for sourcing and placing new opportunities following an intermediate training development period. This role begins by learning the in-depth processes, tools and structures we use to design client insurance portfolios and requires a strong aptitude in financial math and financial modeling. The individual in this role will need to show a strong mastery of product knowledge, fundamental income and estate tax planning knowledge, and case design within their first 12 -18 months. Heavy use of Power Point, Excel, financial modeling and preparing client presentations will be required to support our Client Relationship Managers. Combing the skills of sales/relationship building and technical skills will advance you onto a path of a client facing role where you will be able to learn the fundamentals and complexities of our business, and eventually grow into sourcing and managing your own relationships with some of the most influential people in New England and beyond. Position Responsibilities: Analysis Gain knowledge of life insurance products and assist in the preparation of financial analytics and reporting for the firm's ultra-high net worth clients Run term, permanent, and private placement illustrations and work within the WKG Excel templates in support of other Designers on the team Assist with preparing meeting materials for client meetings and calls by accessing SharePoint for grab-n-go documents and coordinating with Designers for custom materials Monitor and review the Client Relationship Manager's calendars to note new appointments and identify needs for meeting materials Create periodic updates of key WKG spreadsheets and modify for bespoke client fact patterns Marketing / Sales Development Shadow a Senior Client Relationship Manager Observe calls with Clients and Centers of Influence Take notes from client meetings and circulate to the appropriate parties Opportunity to attend certain industry networking and informational events Learn the fundamentals of prospecting, applying these strategies to building one's own book of business Ideal Candidate will Possess the Following: Bachelor's degree from a top tier school with a graduation date of May 2024 or May 2025 Demonstrated salesmanship; ability to be persuasive, professional and tactful in both written and verbal communication Strong technical and analytical orientation; ability to create financial models in Excel Desire to want to grow into a sales professional Detail oriented with a strong ability to organize and prioritize in a fast-paced environment Possesses the presentation and gravitas needed to interact with ultra-high net worth individuals and Centers of Influence Proficiency in Microsoft Office Proactive and takes initiative with strong follow through Effective business writing skills Excellent presentation skills Positive, can-do attitude Working Conditions/Demands/Complexity: Required to work on a computer for a substantial part of the day Frequent work in the evenings and occasionally weekends, as needed to meet deadlines A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment Compensation / Benefits: Attractive annual compensation package is commensurate with experience Eligible for annual profit sharing bonus Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.

Under direction of SVP, Treasury Services Manager and with support from the Treasury Services Client Delivery Manager, this role manages a portfolio of corporate clients assigned to Treasury Services. A key focus of this role is to retain and grow client deposit balances while identifying and executing opportunities to drive additional revenue through cross-sell and product expansion. Regular client calling and travel to client sites across the footprint is a major component of the role. The Treasury Client RM I also provides support to internal clients, including Treasury Services Sales and Implementation, Commercial Banking, Business Banking and Private Banking, as well other divisions. 2. MAJOR RESPONSIBILITIES: Conduct proactive relationship management for clients assigned to the Treasury Services P&L. Maintain a minimum of four annual touchpoints (more for Top 25 clients), document in CRM (Salesforce), and actively pursue opportunities to retain balances and grow revenue through product utilization, expansion and client referrals. Assist large corporate clients on a daily basis; functions include resolving complex cash management issues and requests, educating clients on fraud and safeguarding deposits, deposit account servicing and customer support. Support onboarding team on complex implementations and training. Train customers on basic cash management functions as needed due to volumes and SLAs. Act as a resource assisting other areas of the bank, including the Business Services Team, Commercial Division, Retail and Operations with cash management issues and needs. Participate in enterprise-wide projects as needed, leveraging cash management skill set to add client and operational insights to key initiatives. 3. PROBLEM SOLVING & DECISION MAKING: This employee is required to perform assigned job duties independently. This employee is accountable for the quality and quantity of work within the department and for completing follow-up in a timely manner. 4. REQUIREMENTS: Education and Experience: 5+ years Banking experience 2+ years Cash Management experience 5. SKILLS/KNOWLEDGE: Strong organizational and communication skills Strong sense of urgency & ability to independently manage time/workload Experience/Comfort with quantifiable revenue goals Basic working understanding of cash management products and tools, including account analysis accounts and functionality, and general deposit account knowledge Proficiency with Microsoft Office Excel, Word, FIS Tools, Salesforce, and Cash Management-specific platforms such as Bottom-line Technologies, ERP Solutions, and Remote Capture platforms preferred

Who You'll Work With Slalom Greater New England is seeking a Client Partner to join the team to expand the Slalom brand within our Boston Financial Services / Capital Markets line of business. You will work closely with capability leaders and other markets to collectively establish Slalom as the "go-to" consulting partner for transformation projects across business and technology. The Client Partner will engage with colleagues throughout Slalom to introduce thought leadership, create winning proposals, and deliver superlative work, thereby growing Slalom's consulting footprint with existing customers and opening doors to new ones. This leader will also deliver solutions that enhance our transformation story and build on our strong foundation with our current strategic & emerging partners. What You'll Do * Provide oversight, direction setting and relationship development for a client account(s) within Financial Services in the New England area. * Build and Maintain trust-based Relationships - Drive new connections and deepen relationships within the market and the client accounts. * Industry Expertise - provide subject matter expertise to teams, clients and partners. Support development of our consultants with interest in focusing in Financial Services. * Building our Capability - Focused on increasing brand recognition by attending various industry or functional meetings, forums, publications, sponsor/speaker at industry events and/or client workshops etc. * Financial Management - overseeing the profit and loss of accounts in the Financial Services group, including the management of receivables. * Sales Pipeline Management - generating and leading new sales opportunities for Slalom and responding to client RFP responses and service requests. * Delivery and Quality Management - oversight of all work, deliverables being performed on accounts in the Financial Services group. Engaged on steering committees and with executives to drive expectation alignment across teams. Spending time with clients periodically conducting Customer Love conversations. * People and Talent Management - providing guidance, supervision and coaching to the team members assigned to accounts in the Financial Services client group. Ensuring Slalom teams serving clients are engaged and excited about the work they are doing. * Administration - ensuring the proper administrative controls are in place and adhered to on the account, including the management client charge codes, billing and internal administration. What You'll Bring * 10+ years of knowledge and experience in the Financials Services, Capital Markets and/or Asset and Wealth Management industries * 5-10 year's experience managing teams of 3+ resources through all lifecycles of a project * Excellent team builder and player, with a learner philosophy * Experience simultaneously managing multiple projects across multiple domains and/or clients * Experience developing and marketing thought leadership assets in the Financial Services industry * 5-10 year's experience building relationships with executives and C-Suite leaders in the Financial Services industry * Experienced in building relationships with CXOs and business decision-makers * Experienced and adept at aligning teams to work toward a common goal; consistently demonstrates strong leadership skills About Us Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and 500+ public sector organizations to improve operations, drive growth, and create value. At Slalom, we believe that together, we can move faster, dream bigger, and build better tomorrows for all. Compensation and Benefits Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance. Slalom is committed to fair and equitable compensation practices. For this position, the base salary pay range is $208k to $248k. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time. EEO and Accommodations Slalom is an equal opportunity employer and is committed to attracting, developing and retaining highly qualified talent who empower our innovative teams through unique perspectives and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team if you require accommodations during the interview process.

At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business. Job responsibilities Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations. Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach. Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations. Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication. Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance. Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities. Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise. Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence. Required qualifications, capabilities, and skills Possess 10+ years in Financial Services, including affluent or complex relationship management and business development. Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business. Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships. Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning. Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service. The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided. Preferred qualifications, capabilities, and skills Hold a college degree or military equivalent. 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 JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. 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: *********************************************************************

U.S. GenAI startup, Cambridge Office Build the bridge between cutting-edge AI and real-world software development Compensation: $150,000 - $200,000 Travel: 10-20% domestic travel for customer engagements About Blitzy Blitzy is a Boston-based Generative AI startup on a mission to automate custom software creation to unlock the next industrial revolution. We're transforming how enterprises build software-turning human ideas into production-ready applications with AI that can autonomously generate up to 80% of enterprise-grade code. We're backed by tier 1 investors and led by founders with deep expertise in AI and enterprise software. Our platform doesn't just suggest code snippets-it builds complete, production-ready applications that enterprises can deploy immediately. The Role We're looking for an Engineering Manager, Client Solutions who thrives at the intersection of cutting-edge AI technology and real-world enterprise software challenges. You'll embed directly with our customers-from AI-forward startups to Fortune 500 enterprises-helping them revolutionize their software development with Blitzy. This isn't a typical solutions engineer role. You'll write production code, architect solutions, and work shoulder-to-shoulder with customer engineering teams to deliver transformative outcomes. You're equally comfortable debugging a complex integration, participating in sprint planning, or whiteboarding architecture with a CTO. What Success Looks Like You deploy Blitzy into complex enterprise environments, navigating technical constraints while delivering immediate value You write custom integrations and extensions that unlock new use cases for customers You translate ambitious business goals into concrete technical implementations using Blitzy's AI capabilities You identify patterns across customer needs that influence our product roadmap You become a trusted technical advisor to engineering leaders, earning their confidence through hands-on expertise You drive successful POCs that expand into enterprise-wide deployments You contribute code and insights back to our core platform based on field experience What You'll Do Customer Partnership Embed with customer teams during critical implementations, serving as their technical co-pilot Participate in customer sprint planning, architecture reviews, and technical decision-making Build custom solutions that demonstrate Blitzy's capabilities in their specific environment Technical Implementation Write production-quality code to integrate Blitzy with existing enterprise systems Develop reusable patterns, scripts, and tools that accelerate customer adoption Debug complex issues spanning customer infrastructure and our platform Create technical demos that showcase advanced use cases Strategic Impact Decompose executive vision into actionable engineering roadmaps Identify expansion opportunities within accounts based on technical insights Collaborate with our product team to prioritize features based on field experience Contribute to our technical documentation and best practices Required Experience 4-10 years of software engineering experience with a track record of shipping production code Fluency in multiple programming languages (Python, JavaScript/TypeScript, Java, Go, or C#) Deep understanding of modern software development practices (CI/CD, microservices, cloud architecture) Experience with enterprise development workflows, including Agile/Scrum methodologies Hands-on experience with Jira and enterprise software development lifecycle Proven ability to navigate complex technical environments and stakeholder relationships Strong communication skills-you can explain technical concepts to anyone from intern to CTO What Makes You Stand Out Experience at high-growth startups or in customer-facing engineering roles Background in AI/ML, developer tools, or enterprise modernization projects Track record of technical thought leadership (blogs, talks, open source contributions) Experience with legacy system modernization or large-scale migrations Passion for the future of AI-powered software development What Makes This Role Different Unlike traditional FDSE roles that focus on configuration and support, you'll be: Writing production code that directly impacts customer success Shaping AI adoption at the frontier of what's possible with generative AI Influencing product direction through direct field experience Working with our AI platform that generates complete applications, not just code snippets Growing with flexibility to transition into core product/platform engineering You'll Get Competitive salary in a fast-growing AI startup Comprehensive health, dental, and vision insurance 401(k) with company match Generous PTO and parental leave Top-tier equipment and home office stipend Learning & development budget Direct exposure to cutting-edge AI technology and enterprise customers Clear growth path to product, platform, or leadership roles The opportunity to define how enterprises build software in the AI era Our Culture We move Blitzy Fast-making swift decisions and shipping solutions that matter. We maintain a Championship Mindset, operating like a professional team where everyone contributes to winning. We believe in being everyday athletes-taking care of ourselves so we can bring our best to work. Ready to Join? If you're excited about being on the front lines of the AI revolution in software development, we want to hear from you. This role offers the rare opportunity to work with bleeding-edge technology while solving real enterprise challenges. Application Process: 15-minute intro call Conversation with customer facing leadership Technical session Virtual or on-site interviews with the team Reference checks and offer Note: This role requires up to 20% domestic travel to customer sites for implementations, workshops, and strategic engagements.

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities. DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all. : Job Description The Opportunity: The Senior Client Partner is responsible for contract deliverables, including compliance reporting, financial reporting and service level performance reporting. The Senior Client Partner is also responsible for ensuring effective coordination and communication of client requests to ensure client expectations are satisfied. How you will contribute: Responsible for on-going, effective communications and service to the current clients via on-site meetings, conference calls, and day-to-day interaction. Provide support to DentaQuest leadership for administration of the client's program, and communicate information accurately and efficiently, to ensure that DQ is meeting and exceeding client expectations, and the terms of the RFP and contract. Identify and communicate client expectations to DQ leadership and staff, and ensure expectations are delivered effectively. Resolve issues and strengthen relationships at various professional levels within the client's organization. Responsible for coordination and serving as primary point of contact for client audits of DentaQuest programs to include coordination of documentation requests, meeting organization, and responding to auditor follow-up requests to DentaQuest. Develop and maintain relationships with appropriate functional areas within DentaQuest to ensure effective contract performance. Support innovative business practices and process improvement opportunities for current and prospective clients (e.g., P4Q, QARR, ER Diversion). Monitor changes in regulations and fee schedules, and communicate same to ensure compliance with state and federal guidelines. Perform functions that support timely and accurate reporting to clients. Responsible for updating Office Reference Manuals, implementing corrective action plan response and effectively organizing client audits. Develops and submits IODs based on CMS, market- or client-specific program requirements. Manages process for obtaining program requirements, documentation, support and other special requests from clients. Provides regular updates to senior management on internal and external issues affecting market performance. Represent DentaQuest at health fairs, conferences and advisory meetings through the State. Other duties as assigned. Bachelor's Degree in Business, Healthcare Administration (or related field) or equivalent, relevant work experience. Five years' experience working with external clients/customers; proven track record of providing superior service to internal and external customers. Well-organized and superior organizational, written and oral communication skills, particularly presentation skills. Knowledge of group benefits. Proven ability to provide consultative services to proactively meet customer needs, using management reports, offering training opportunities and recommending innovative solutions. Ability to work independently and as part of a team. Proficient with general computer software including Microsoft Excel, Word and Outlook. Proven problem-solving skills. Ability to make good judgment conclusions based on data available with minimal supervision. Ability to prioritize and organize multiple tasks with tight deadlines. Excellent customer service skills. Up to 10% travel required The Senior Client Partner is responsible for contract deliverables, including compliance reporting, financial reporting and service level performance reporting. The Senior Client Partner is also responsible for ensuring effective coordination and communication of client requests to ensure client expectations are satisfied. Responsible for on-going, effective communications and service to the current clients via on-site meetings, conference calls, and day-to-day interaction. Provide support to DentaQuest leadership for administration of the client's program, and communicate information accurately and efficiently, to ensure that DQ is meeting and exceeding client expectations, and the terms of the RFP and contract. Identify and communicate client expectations to DQ leadership and staff, and ensure expectations are delivered effectively. Resolve issues and strengthen relationships at various professional levels within the client's organization. Responsible for coordination and serving as primary point of contact for client audits of DentaQuest programs to include coordination of documentation requests, meeting organization, and responding to auditor follow-up requests to DentaQuest. Develop and maintain relationships with appropriate functional areas within DentaQuest to ensure effective contract performance. Support innovative business practices and process improvement opportunities for current and prospective clients (e.g., P4Q, QARR, ER Diversion). Monitor changes in regulations and fee schedules, and communicate same to ensure compliance with state and federal guidelines. Perform functions that support timely and accurate reporting to clients. Responsible for updating Office Reference Manuals, implementing corrective action plan response and effectively organizing client audits. Develops and submits IODs based on CMS, market- or client-specific program requirements. Manages process for obtaining program requirements, documentation, support and other special requests from clients. Provides regular updates to senior management on internal and external issues affecting market performance. Represent DentaQuest at health fairs, conferences and advisory meetings through the State. Other duties as assigned. What you will bring with you: Bachelor's Degree in Business, Healthcare Administration (or related field) or equivalent, relevant work experience. Five years' experience working with external clients/customers; proven track record of providing superior service to internal and external customers. Well-organized and superior organizational, written and oral communication skills, particularly presentation skills. Knowledge of group benefits. Proven ability to provide consultative services to proactively meet customer needs, using management reports, offering training opportunities and recommending innovative solutions. Ability to work independently and as part of a team. Proficient with general computer software including Microsoft Excel, Word and Outlook. Proven problem-solving skills. Ability to make good judgment conclusions based on data available with minimal supervision. Ability to prioritize and organize multiple tasks with tight deadlines. Excellent customer service skills. Up to 10% travel required Salary: Salary Range: $78,100 - $117,200 At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions. Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Our team members and leaders are expected to foster connection and teamwork by being present in the office at least 2 days per week. Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. Life is brighter when you work at Sun Life At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities. We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email ************************* to request an accommodation. For applicants residing in California, please read our employee California Privacy Policy and Notice. We do not require or administer lie detector tests as a condition of employment or continued employment. Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected vetera n. Job Category: Sales - Client Relationship Management Posting End Date: 30/12/2025

Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we've come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. Trucordia Values * We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. * We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company. * We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of "what's next"? * We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve. * We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Job Description As a Commercial Lines Client Manager at Trucordia, you will assist clients and help them understand and determine their individual commercial line service needs. As a Commercial Lines Client Manager, you will perform many diverse responsibilities which ultimately help us succeed in providing extraordinary customer service to our customers. Duties and Responsibilities: * Responsible for servicing a commercial book of business - marketing, underwriting, renewal negotiation, risk analysis, consulting, problem resolution, reviewing and rating. * Maintain productive business relations and engage in extensive contact with clients, account executives and underwriters. * Ensure clients have continuous and proper coverage and advise clients of any change recommendations. * Review current policies and provide recommendations regarding placement options. * Apply knowledge of coverages and forms to research and reconcile discrepancies. * Act as a liaison between clients, carriers and internal teams to ensure comprehensive service delivery, policy accuracy and client satisfaction. Qualifications * Valid State Property and Casualty Brokers License * 3-5 years of experience in commercial lines * Must possess a developing knowledge of commercial insurance markets and understand the supplemental insurance marketplace. * Ability to work well under pressure in a team environment and effectively prioritizing risks to manage concurrent workflow. * Possess excellent interpersonal skills, including listening, verbal and written communication skills with the ability to communicate effectively. * Experience with AMS360 preferred. * Carrier system knowledge preferred. Additional Information Please see our company Benefits: * Medical, Dental, Vision * Life and AD&D insurance * FSA / HSA * Commuter & Child Care FSA * Cancer Support Benefits * Pet Insurance * Accident & Critical Illness * Hospital Indemnity * Employee Assistance Program (EAP) * 11 Paid Holidays * Flexible PTO * 401K Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.

At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business. **Job responsibilities** + Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations. + Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach. + Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includesregularly engaging in in-person consultations with prospects and clients at their places of business and other locations. + Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication. + Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance. + Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. + Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities. + Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise. + Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence. **Required qualifications, capabilities, and skills** + Possess 10+ years in Financial Services, including affluent or complex relationship management and business development. + Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business. + Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships. + Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning. + Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service. + The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided. **Preferred qualifications, capabilities, and skills** + Hold a college degree or military equivalent. **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 JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. **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: ********************************************************************* Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Boston,MA $150,000.00 - $150,000.00 / year

About the Job Client Relationship Management: Building and maintaining strong relationships with clients (CXOs and his reportees), acting as a point of contact, and addressing their needs. Business Development: Identifying and pursuing new business opportunities within existing client accounts, as well as prospecting for new clients. Account Planning: Developing and executing account plans that outline strategies for growth, risk mitigation, and client engagement. Solution Delivery: Collaborating with delivery teams to ensure successful implementation of services and solutions, meeting client expectations. Client Satisfaction: Monitoring client outcomes, addressing concerns, and ensuring ongoing satisfaction. Work with a friendly, welcoming and self-motivated attitude to provide the best possible customer experience and centricity. Thought Leadership, Automation, and Innovation: Providing insights and thought leadership to clients on industry trends and best practices. Collaboration: Working effectively with cross-functional teams, including sales, marketing, and delivery, to achieve common goals. Revenue Generation and continuous growth: Driving revenue growth through new business development and account expansion. Develop and assess account strategies to meet revenue targets. Training and Development: Providing training to clients and internal teams on new products or services. Industry Experience & Problem Solving: Understanding of Utility Business Industry. Proactively identifying and resolving issues or challenges that may arise. Qualifications: * Graduate /Post Graduate Degree in Engineering and Technology Salary range: $147,126- $203,174 a year #LI-MG2

World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Summary This position supports the Account Executive with responsibilities related to client management and retention Essential Duties and Responsibilities Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication Handling renewals, service requests, claims, billing and new policies Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures Review all applications, policies, endorsements and audits for accuracy Complete loss/claim analysis and summaries Coordinate expiration list with department manager to obtain renewal business information Qualifications Bachelor's degree or equivalent work experience, preferred 3-7 years minimum Personal Lines Account Management experience required Property & Casualty License required Valid driver's license and insurance, required Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point) Applied/Epic or similar agency management software experience, preferred. Able to work independently and enjoy a high degree of interaction with team members. Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines. Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance. The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information. Ability to maintain a professional demeanor and positive attitude Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-KS1

Client Relationship Manager- Insurance 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. In this Role, you will: * Drive profitable growth through identifying and leading all aspects of the closure of new, renewal, and expansion opportunities in the Insurance sector * Develop client engagement strategies and quantify costs of pursuit * Lead accountability against Measurable Revenue/Profit Growth within set timelines * Review the account metrics with the delivery, operations, and finance teams on regular basis * Be part of senior management reviews for the performance metrics of the account * Collaborate with multiple service lines, innovation teams and business teams in Cognizant to formulate a business plan and implement it at account level * Focus on developing a plan to increase the visibility of Cognizant in the account relationship and in the Insurance industry Work Model: We believe hybrid work is the way forward as we strive to provide flexibility wherever possible. Based on this role's business requirements, this is a hybrid position requiring 3 days a week in a client or Cognizant office in Portsmouth, NH. Regardless of your working arrangement, we are here to support a healthy work-life balance though our various wellbeing programs. The working arrangements for this role are accurate as of the date of posting. This may change based on the project you're engaged in, as well as business and client requirements. Rest assured; we will always be clear about role expectations. What you need to have to be considered: * Minimum 15+ years in the Insurance domain, in a client facing role or account leadership role, in an IT professional services or management consulting firm * Experience of leading diverse teams, experience of cultivating and collaborating in a multi-cultural environment * Strong experience with the global service delivery model * In-depth understanding of business problem domain, technology, and services solution domains for the targeted industry vertical * A strong performance track record of leading different portfolios-ranging from sales, new sales, programs, and existing annuity business * Ability to navigate a large organization, work in a multifaceted matrix and have the power of persuasion through content and confidence * Ability to lead a client P&L of at least 30 million dollars, including reporting and metric assessment for the account * The ability to conceptualize, analyze, build blueprint for business transformations and present solutions in the Insurance domain * Bachelor's Degree This will help you stand out: * MS or MBA degree * Strong background in a project environment and application development * Proven ability to contribute to new business development efforts and to lead and manage multiple tasks in a dynamic environment * Must be detail oriented and able to manage and maintain all facets of complex assignments * Demonstrable problem-solving abilities with the aptitude to identify strategic solutions to business problems with enterprise-wide implications * Demonstrate the flexibility to work among diverse corporate environments, industries, and technical and non-technical audiences We're excited to meet people who share our mission and can make an impact in a variety of ways. Don't hesitate to apply, even if you only meet the minimum requirements listed. Think about your transferable experiences and unique skills that make you stand out as someone who can bring new and exciting things to this role. The annual salary for this position is between $170,000-$200,000 depending on the experience and other qualifications of the successful candidate. This position is also eligible for Cognizant's discretionary annual incentive program and stock awards, based on performance and subject to the terms of Cognizant's applicable plans. This position is eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans. Benefits This position is also eligible for Cognizant's discretionary annual incentive program and stock awards, based on performance and subject to the terms of Cognizant's applicable plans. Benefits: Cognizant offers the following benefits for this position, subject to apply 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. 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. * #LI-MB1 The Cognizant community: We are a high caliber team who appreciate and support one another. Our people uphold an energetic, collaborative and inclusive workplace where everyone can thrive. * Cognizant is a global community with more than 300,000 associates around the world. * We don't just dream of a better way - we make it happen. * We take care of our people, clients, company, communities and climate by doing what's right. * We foster an innovative environment where you can build the career path that's right for you. About us: Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative and efficient businesses. Headquartered in the U.S., Cognizant (a member of the NASDAQ-100 and one of Forbes World's Best Employers 2025) is consistently listed among the most admired companies in the world. Learn how Cognizant helps clients lead with digital at ***************** Cognizant is an equal opportunity employer. Your application and candidacy will not be considered based on race, color, sex, religion, creed, sexual orientation, gender identity, national origin, disability, genetic information, pregnancy, veteran status or any other characteristic protected by federal, state or local laws. Disclaimer: Compensation information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law. Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

Company description Welcome to Our World We've been leading the charge in the affiliate industry from day one-establishing performance marketing and paving the way for future innovations. We're known for maintaining one of the largest, most reliable partnership platforms with impeccable, personalized service. Founded in Santa Barbara, California in 1998, CJ (formerly Commission Junction) stands as the most trusted name in performance marketing. We specialize in building partnerships between top brands and reputable publishers to drive revenue and business growth. CJ's industry-leading solutions make us the platform of choice for over 3,800 global brands across sectors like retail, travel, finance, technology, and home services. As part of Publicis Groupe, our savvy data capabilities, cutting-edge tech, and strategic expertise facilitate genuine connections, allowing brands to reach consumers wherever they are. A Quick Peek at Affiliate Marketing Think back to your last online purchase. Did an influencer tip you off about a great product and offer a discount? Or perhaps you relied on a trusted review site to make your decision? Whatever path you took, affiliate publishers likely played a role by influencing, informing, or helping you find the best deal. CJ connects brands with these publishers, creating valuable resources for shoppers like you. Overview As a Client Growth Strategy Manager, you are responsible for a portfolio of advertiser accounts. Growth Strategy Managers provide expert advice, training, and consultation on affiliate marketing procedures and strategies; as well as create content, tools and thought leadership. This role plays a key role in renewing contracts, upselling relevant services, providing financial projections, and working with counterparts in other CJ functions to ensure client needs are met. The Client Growth Strategy Manager is the trusted advisor to our advertisers and collaborates with them on how to best implement affiliate marketing strategy on the CJ network. Responsibilities What you'll be doing: * Manage client relationships and develop a deep understanding of advertiser's corporate and marketing objectives to develop affiliate marketing strategies that deliver high impact results. * Lead a team of affiliate marketers and work together to drive the execution of the strategy while ensuring timeliness and effectiveness of deliverables. * Pitch CJ's products and solutions and gain adoption to meet client business goals. * Convey CJ's value proposition, functioning as point of escalation partners joined to advertiser programs. * Define platform feature and capability enhancements as a product collaborator on behalf of advertisers. * Grow CJ client revenue and accurately forecast revenue growth and identify potential. * Develop and share best practices, content, and tools to be used by clients and/or published in CJ's Support Center, Blog, and other marketing collateral. * Lead collaboration with cross-departmental teams to identify and troubleshoot complex program management and technical challenges. * Mentor Associates- coach, provide guidance, and best practices to help team members succeed at CJ Qualifications What we look for: * Bachelor's Degree or commensurate work experience * 5 plus years of experience working in a marketing role-ideally digital performance marketing * Capability to develop thoughtful strategies to grow advertiser programs * Strong written and verbal communication and relationship skills * Ability to work cross functionally with Product, Analytics, Accounting and Technology teams to accomplish client objectives * Deliver high quality service and results to clients while delivering against CJ financial expectations * Proven leadership and coaching skills * Critical thinker and creative problem solver - you are able to influence/develop/negotiate account strategies that incorporate affiliate marketing best practices * Passion for innovation and technology * Proficient knowledge of the Microsoft suite of products, including Windows, Word, Excel, and PowerPoint Additional information This is a hybrid role requiring 3 days a week in office. CJ is the leader in Performance Marketing. We take pride in our innovative technology, comprehensive data solutions and our people. We equip our teams with advanced tools, training and career development opportunities all to provide modern solutions, strategies and support to deliver high quality results for our clients. We work in an enthusiastic, collaborative team setting that values outstanding performance. We're a community of creative and passionate problem solvers who go the distance to tackle the tough questions, think creatively, and drive resourceful growth, for our clients-and ourselves. We foster and embody an inclusive and collaborative culture where diverse perspectives are sought, relationships are valued, and people feel accepted with a sense of belonging in expressing themselves authentically. We pride ourselves in having a workplace environment that values both work and play. Why Our Workplace Stands Out Apart from offering competitive salaries, 401K matching, wellness programs, and comprehensive medical, dental, and vision coverage, we provide: * Flexible time off without the hassle of accrual * A generous number of paid holidays * Company-sponsored team-building events * An Employee Referral Program * Annual recognition awards * Hybrid work arrangements for optimal work-life balance * Parental bonding leave * Backup care options for children and elders * An employee discount program * International SOS program for global support * Business Resource Groups, where employees connect over shared interests to cultivate an engaging, inclusive environment …and those are just a few of our great perks! Come join us and see what makes our company a great place to work. If you require accommodation or assistance with the application or onboarding process specifically, please contact *****************************. Compensation Range: $ 73,910 - $111,320. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be 1/12/26. All your information will be kept confidential according to EEO guidelines. #LI-DT1

Client Solutions Manager - Staffing, SRG Global Remote or Woburn, Massachusetts SRG is the leader in the life science human capital industry, and we apply specialized industry. knowledge to a full spectrum of science, clinical, and engineering jobs and talent solutions. We recruit across the product life cycle, covering scientific research and technology, clinical trials, manufacturing, and engineering disciplines. SRG creates world-class communities that empower individuals and businesses alike to shape tomorrow's world. We are looking for a Client Solutions Sales Manager to join our Clinical Life Sciences Team. The Client solutions manager is responsible for consistently generating and increasing revenues through the acquisition of new clients / business via outbound calls and customer facing activity. They will generate leads through research, networking, prospecting, and cold calling. This position has uncapped earning potential. We offer a competitive base salary and commission plan. Our territory spans the US, and you'll have an untapped client market to call on. Working either remotely from anywhere in the US or in office, Woburn, Massachusetts, North America is quite literally your oyster. What we Offer Uncapped earning potential, Competitive base salary and a lucrative commission plan Overrides on your team's development and production growth. Great team Culture Fantastic benefits (401k, medical, vision, dental & more) Your Duties and Responsibilities: Manage entire new business development pipeline from initial sales call through close. Perform inside/outside sales activities to achieve or exceed assigned revenue objectives. Place outbound calls to solicit sales, pursuing both target and prospect accounts. Qualify prospect regarding staffing need, budgets, timeframes, contract hiring history and decision-making process. Assist in building a client base of qualified contacts. Maintain minimum performance standards and increase pipeline for future business. Coordinate with recruiting team to pursue sales leads, develop search criteria, schedule interviews, and initiate offers for employment to candidates. Maintain records of all communication in customer relationship management tool. Conduct follow-up activities to ensure customer satisfaction. About You A minimum of a Bachelor's Degree Excellent oral and written communication skills Strong presentation and negotiation skills The ability to identify and resolve problems in a timely manner The ability to multitask in a fast-paced, ever-changing environment A high level of self-motivation, independently setting goals and meeting deadlines Advanced knowledge of MS Office software such as Excel, Word, and PowerPoint. SRG is an Equal Opportunity Employer - All qualified applicants will receive consideration without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other factor determined to be unlawful under applicable law. Impellam NA/ Bartech staffing is an Equal Opportunity Employer - All qualified applicants will receive consideration without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other factor determined to be unlawful under applicable law. Accommodation Statement If you are in need of an accommodation to participate in the recruitment and hiring process, please contact our Talent Acquisition team at [email protected].

The Relationship Manager will oversee key advisory relationships-spanning wirehouses, regional and independent firms, and RIAs-serving as a strategic partner to ensure the effective delivery and positioning of GW&K's investment solutions. The role emphasizes proactive engagement, relationship development, and collaboration to strengthen GW&K's presence within the advisory marketplace. Responsibilities Provide ongoing reviews to clients in order to retain and enhance relationships Communicate with clients regarding investment strategy, performance and market developments Understand all of GW&K's capabilities and respond to client questions across equity, municipal bond and taxable bond product offerings Act as a resource for the Marketing team throughout the RFP process, providing information and support on technical questions Work closely with Client Service to proactively resolve account issues Provide feedback to Sales and Client Service about relationship issues and client needs Maintain and enhance client relationships through frequent meetings and discussions; provide commentary regarding the impact of economic conditions on the portfolio Oversee the onboarding of new client mandates Qualifications Bachelor's degree required; MBA or CFA preferred 10+ years of experience in relationship management and client service Proven ability to build and maintain client relationships Excellent problem-solving and client management abilities Skilled at leveraging resources to meet client needs Effective communication and presentation skills Strong organizational skills and attention to detail Travel required This role is based in our Boston office on a hybrid schedule - 4 days per week in-office, 1 day per week remote. The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW&K employees may be eligible for a discretionary bonus and/or commission, which is based on a number of factors, including individual and firm performance. Base Salary Range $130,000-$175,000 USD GW&K Investment Management is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state or local laws.