Senior Customer Success Manager
Relationship manager job in Boston, MA
We are a mission-driven organization that was born out of the health care research at Harvard Business School led by Michael Porter and Bob Kaplan. We provide health systems, surgery centers, and physicians with comprehensive insight into their surgical care through our software and empower them to improve their finances and deliver the best care possible to their patients. We integrate sophisticated analytics with deep industry knowledge. We are thought leaders, and our impactful work in improving health care efficiency and effectiveness has been recognized and featured in publications like the
Harvard Business Review
and
The Wall Street Journal
. We are well capitalized and backed by leading VCs, including General Catalyst, Founder Collective, Fulcrum Equity Partners, and Tectonic Ventures. Join us in our mission to reshape health care through innovation and insight.
Position Overview - Mid-Senior Healthcare Client Partner Role
Avant-garde Health seeks a leader in healthcare performance improvement to join our dynamic Customer Success team. You will collaborate closely with hospital executives and clinicians, utilizing our cutting-edge technology and data analytics to identify opportunities for enhancing care processes, reducing costs, and improving outcomes. This is an ideal position for candidates with backgrounds in healthcare technology, advanced data analytics, and technical account management. We are looking for candidates who are passionate about bringing their advanced analytical skills and customer success expertise to drive impactful change within our client hospitals. Your role will be pivotal in fostering long-term relationships with our clients, serving as a trusted partner in their journey towards delivering higher quality, more cost-effective healthcare.
Key Responsibilities:
Utilize Avant-garde's proprietary SaaS analytics platform to uncover client-specific insights and opportunities for performance improvement.
Collaborate with physicians, perioperative directors, supply chain leaders, nursing, and other roles/depts. within hospitals and ASCs to prioritize and develop action plans based on identified opportunities.
Perform rigorous data analyses and present compelling insights and recommendations to client stakeholders on a daily, weekly, and quarterly basis.
Manage and nurture relationships with multiple stakeholders within client organizations, serving as a trusted advisor.
Participate in new client onboarding and training sessions.
Monitor client engagement and track key metrics to measure value creation.
Drive client growth by extending solutions into new locations or clinical specialties.
Contribute to building a learning community among Avant-garde's client base through webinars and discussions.
Hybrid location (2 days/week in the Boston office and 3 days/week from home).
Travel to client sites for in-person meetings with executives, physicians, etc. (~15% travel).
Qualifications:
Strong analytical and problem-solving skills, with a focus on data-driven decision-making.
Proficiency in data manipulation and analysis using Excel pivot tables.
Excellent communication and presentation abilities.
Ability to thrive in a fast-paced startup environment.
Skills & Experience:
Education: Graduate degree required: MBA, MHA, MPH, or equivalent.
Experience: 7+ years of experience in healthcare delivery/operations, management consulting, or related fields.
Minimum of 3 years focused on healthcare audiences, including hospitals, health systems, physicians, and surgery centers.
3+ years of hospital experience working with management and C-level stakeholders.
Experience working with large data sets from multiple sources, running customized reports using Excel Pivot Tables, and presenting the results to physicians and C-level stakeholders strongly preferred.
Regional Sales Manager
Relationship manager job in Boston, MA
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.
Account Manager
Relationship manager job in Providence, RI
K&M Associates, L.P., founded in 1959 is a top leader in the fashion accessories industry. Known for its expertise in transforming need-based items into impulse purchases, K&M excels in product innovation to consistently offer customers exciting new trends. With in-house design and logistical operations, the company ensures high-quality products and customer satisfaction. K&M's collaborations with world-class retailers demonstrate its leadership in design, manufacturing, sourcing, packaging, and distribution of fashion accessories. The company is fueled by a dedicated team and a culture of innovation, driving its success in the industry.
Role Description
The Account Manager will manage relationships with key retail partners, focusing on customer satisfaction and business growth. Responsibilities include building and nurturing client relationships, identifying opportunities for sales expansion, developing strategic account plans, and ensuring successful product delivery in partnership with the logistics team. This is a full-time on-site position located in Providence, RI, requiring daily coordination with cross-functional teams to meet client needs and achieve business objectives. The ideal candidate will be able to travel domestically quarterly for Market weeks and to account presentation meetings. Past or current experience with Off-Price retailers is a plus!
Keys to Success
Account management, customer relationship management, and client service skills
Sales strategy, business development, and negotiation expertise
Strong communication, presentation, and interpersonal abilities
Experience with data analysis, reporting, and trend identification
Proficiency in relevant software and CRM tools
Exceptional organizational and time management skills
Experience in the fashion or retail industry is a plus
Experience in Off Price Retailers is a plus
Bachelor's degree in Business Administration, Marketing, or a related field preferred or a combination of work experience and education
Microsoft platform, SAP, JDE
Sales Manager- Patek Philippe
Relationship manager job in Boston, MA
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
Relationship manager job in Boston, MA
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.
Auto-ApplyClient Relationship Manager, Analyst
Relationship manager job in Boston, MA
Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With ten offices located throughout the United States, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities.
Position Summary:
This is an incredible opportunity for a bright, energetic, and dynamic individual with a strong analytical capability coupled with superior communication, sales and relationship building skills. In this role, the Client Relationship Analyst is expected to develop into a market facing Client Relationship Manager responsible for sourcing and placing new opportunities following an intermediate training development period.
This role begins by learning the in-depth processes, tools and structures we use to design client insurance portfolios and requires a strong aptitude in financial math and financial modeling. The individual in this role will need to show a strong mastery of product knowledge, fundamental income and estate tax planning knowledge, and case design within their first 12 -18 months. Heavy use of Power Point, Excel, financial modeling and preparing client presentations will be required to support our Client Relationship Managers. Combing the skills of sales/relationship building and technical skills will advance you onto a path of a client facing role where you will be able to learn the fundamentals and complexities of our business, and eventually grow into sourcing and managing your own relationships with some of the most influential people in New England and beyond.
Position Responsibilities:
Analysis
Gain knowledge of life insurance products and assist in the preparation of financial analytics and reporting for the firm's ultra-high net worth clients
Run term, permanent, and private placement illustrations and work within the WKG Excel templates in support of other Designers on the team
Assist with preparing meeting materials for client meetings and calls by accessing SharePoint for grab-n-go documents and coordinating with Designers for custom materials
Monitor and review the Client Relationship Manager's calendars to note new appointments and identify needs for meeting materials
Create periodic updates of key WKG spreadsheets and modify for bespoke client fact patterns
Marketing / Sales Development
Shadow a Senior Client Relationship Manager
Observe calls with Clients and Centers of Influence
Take notes from client meetings and circulate to the appropriate parties
Opportunity to attend certain industry networking and informational events
Learn the fundamentals of prospecting, applying these strategies to building one's own book of business
Ideal Candidate will Possess the Following:
Bachelor's degree from a top tier school with a graduation date of May 2024 or May 2025
Demonstrated salesmanship; ability to be persuasive, professional and tactful in both written and verbal communication
Strong technical and analytical orientation; ability to create financial models in Excel
Desire to want to grow into a sales professional
Detail oriented with a strong ability to organize and prioritize in a fast-paced environment
Possesses the presentation and gravitas needed to interact with ultra-high net worth individuals and Centers of Influence
Proficiency in Microsoft Office
Proactive and takes initiative with strong follow through
Effective business writing skills
Excellent presentation skills
Positive, can-do attitude
Working Conditions/Demands/Complexity:
Required to work on a computer for a substantial part of the day
Frequent work in the evenings and occasionally weekends, as needed to meet deadlines
A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment
Compensation / Benefits:
Attractive annual compensation package is commensurate with experience
Eligible for annual profit sharing bonus
Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.
Auto-ApplyPrivate Client Relationship Manager - Boston, MA
Relationship manager job in Boston, MA
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.
Job responsibilities
Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
Develop strong internal partnerships across all lines of business in order to best meet client's specific needs
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities, and skills
A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
Proven trusted relationship builder with a track record of delivering an exceptional client experience
Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
Demonstrated understanding of investments, wealth planning, credit and banking concepts
Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date
Preferred qualifications, capabilities, and skills
A bachelor's degree
Experience cultivating relationships through delivering Home or Business lending needs
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This role is located in Boston, MA and will report in the office.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Auto-ApplyJPMorgan Private Client Relationship Manager - Boston, MA
Relationship manager job in Boston, MA
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: *********************************************************************
Auto-ApplyClient Partner - Financial Services
Relationship manager job in Boston, MA
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.
Client Relationship Manager - Manufacturing - Boston, MA
Relationship manager job in Boston, MA
Client Relationship Manager - Manufacturing About Cognizant Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our industry-based, consultative approach helps companies evolve into modern businesses. By leading clients in using technologies crucial to modern enterprises such as IoT, artificial intelligence, digital engineering & cloud, we enable new business and operating models that unlock new value in markets around the world. Cognizant's unwavering focus on our clients is led by over 350,000 associates, who deliver services and solutions tailored to specific industries and the unique needs of the organizations we serve.
Overview
Client Relationship Manager plays a key role in our growth and are tasked with rapid business expansion within their assigned accounts, responsible for growth, health, and prospects of account relationships. The Client Partner is the end-to-end account owner responsible for overall account P&L and senior client relationships. We need a leader with extensive CxO level relationship building skills and executive connects, as well as a focus on revenues, operating margin, customer satisfaction, and employee growth and development. Must bring outstanding consulting skills and a deep appreciation of IT tools, techniques, systems, and solutions.
Key Responsibilities
* Drive profitable growth through identifying and leading all aspects of the closure of new, renewal, and expansion opportunities in the Manufacturing 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
* Have regular meetings and collaborate with the customer decision makers and influencers
* Responsible for execution and customer satisfaction in all the revenue portfolios
* Identify and forge partnerships and tap into existing alliance partnerships of Cognizant to grow the account
* Shape the thought leadership agenda
* Actively drive execution of the innovation agenda for the portfolio
* Focus on developing a plan to increase the visibility of Cognizant in the account relationship and in the Manufacturing industry
Required Experience
* Minimum 15+ years in the 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
* The ability to conceptualize, analyze, build blueprint for business transformations and present solutions in the Manufacturing domain
* Bachelor's Degree
Preferred Experience
* 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
Top Reasons to Join Our Team
Excellent compensation/benefits. A strong financial incentive package that includes a solid base salary with a highly attractive commission's plan. Further incentives include award programs, club trips, and excellent benefits package. Wide exposure to industry, product, and functional standard methodologies; as well as outstanding teams supporting your sales pursuits. Encouraging management team that rewards initiative & success. Exciting, industry leading practice where you can truly build a long-term career. Congenial, collaborative, and goal-oriented environment; the opportunity to work with and learn from a diverse, highly experienced team of business professionals. Tremendous opportunities for growth with a real career path promoting career advancement.
Salary and other Compensation
The annual salary for this position is between $170,000 - $220,000 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.
Benefits
Cognizant offers the following benefits for this position, subject to applicable eligibility requirements:
* Medical/Dental/Vision/Life Insurance
* Paid holidays plus Paid Time Off
* 401(k) plan and contributions
* Long-term/Short-term Disability
* Paid Parental Leave
* Employee Stock Purchase Plan
Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, based on applicable law.
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.
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.
Commercial Relationship Manager III
Relationship manager job in Wakefield, MA
Hiring Range: $136,599 - $224,413 The posted salary range reflects Eastern's expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information.
Responsibilities include, but are not limited to the following:
CRE Business Development:
* Lead business development efforts identifying appropriate prospects and make personal calls on current and prospective customers under the direction of a Team Leader.
* Take a leadership role representing Eastern Bank in business and community activities.
* Actively identify opportunities to cross-sell other bank products and services to customers and prospects including Treasury Services, commercial insurance and deposit products.
Credit Underwriting
* Review existing credit facilities and new credit applications, analyze credit quality and make recommendations as to how to structure and price these facilities.
* Present relevant data and recommendations to the Team Leader and Credit Committee when appropriate.
* Work with legal counsel to facilitate documentation of credit facilities. Portfolio Management
* Maintain awareness of maturating credits, overdue payments, financial information reporting; etc, which could affect the status of the commercial relationships and take appropriate action.
* Work with Portfolio Managers to insure that financial information is collected on a timely basis and that credit exposure is properly rated reflecting credit quality over time.
* Maintain frequent contact with the clients and serve as representative of EB insuring that the clients deposit, cash management, insurance and investment management needs are being properly handled.
Qualifications:
* Proven underwriting abilities, including 5 plus years experience in commercial real estate analysis and/or commercial banking.
* Formal bank credit training preferred.
* Familiarity with top tier and middle market commercial companies within the New England marketplace.
* Incumbent should be able to excel with integrity in an entrepreneurial, team-oriented environment.
* Incumbent should be energetic and comfortable in an environment offering base salary plus performance oriented compensation.
* Proficient/computer literate in Microsoft Word and Excel with the willingness/ability to learn new software as necessary.
Auto-ApplyClient Partner
Relationship manager job in Boston, MA
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
Personal Lines Client Manager
Relationship manager job in Brockton, MA
Job Description
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.
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department.
#LI-KS1
Powered by JazzHR
du RSv6EhVS
Vendor Relationship Manager
Relationship manager job in Marlborough, MA
United States The Vendor Relationship Manager will be accountable for performing those tasks which are required to enable and sustain our service vendors, contractors and partners. Those tasks include but are not limited to assisting in establishing and setting up these relationships, addressing issues and support requirements as they occur, providing both regularly scheduled and on-demand reporting and assisting in the creation and analysis of associated financials.
This individual will monitor and analyze our vendors and programs to mitigate risk and ensure timely escalations. Regular reporting requirements will include monthly KPI's and enablers such as invoicing as well as the material required to support quarterly business reviews.
The Vendor Relationship Manager will recommend and participate in the development of new methods and processes which are aimed at advancing the quality and value which our vendors deliver.
This individual participates in the development and documentation of methods, techniques and standard operating practices for projects, programs, and people.
The Vendor Relationship Manager supports and enables the Director of Service Excellence while also working with other functional areas such as Finance, Training, Tooling and Calibrations, Operations, Service Enablement and IT.
**Essential Duties and Responsibilities:**
+ Provide business operations support on the systems, financial, administrative, or contractual aspects of the Service department and the contractors and partners that enable it
+ Perform financial and administrative activities including reporting, reviewing, estimating, approving invoices, analysis and forecasting for assigned tasks or projects.
+ Prepares, submits, and may explain periodic reports on areas of responsibility (such as detailed cost analysis, plans, and project results).
+ Evaluate current business processes and recommend corrective action plans for improvements.
+ Identify and implement continuous improvement initiatives to increase business efficiency.
+ Track, measure, and escalate performance issues and participate in the creation and implementation of countermeasures to reduce risks.
+ Provide input to training programs based on ongoing experience, process metrics and feedback from process users.
+ Analyzes financials, demand and usage information for vendors, contractors and partners of Service and provides input and recommendations on corrective and enhancement opportunities
+ May be responsible for leading cost reduction and/or special projects.
+ Ensure compliance with operational policies and standards.
+ Other duties as assigned by manager.
**Qualifications:**
**Education**
+ Preferred Minimum Non-Technical Degree: BA/BS Degree
**Experience**
+ 3 to 5 years' experience in supporting an operations and/or service function in a for-profit business.
+ Experience developing reporting, KPIs and other metrics to evaluate effectiveness.
+ Experience in a regulated business environment is a plus
+ Experienced with Lean Six Sigma, ISO and FDA quality systems is a plus.
**Skills**
+ Excellent task/project management skills with demonstrated ability to collaborate and escalate when necessary.
+ Excellent communication and interpersonal skills with the ability to influence others.
+ Extreme attention to detail and quality to drive accurate business decisions
+ High level skills with software such as Excel, business intelligence and data visualization platforms and the Microsoft Business Suite
+ Familiarity with business systems such as Oracle and Salesforce are a plus
The annualized base salary range for this role is $87,600 to $136,900 and is bonus eligible. Final compensation packages will ultimately depend on factors including relevant experience, skillset, knowledge, geography, education, business needs, and market demand.
**Why Hologic?**
We are committed to making Hologic the company where top talent comes to grow. For you to succeed, we want to enable you with the tools and knowledge required and so we provide comprehensive training when you join as well as continued development and training throughout your career.
If you have the right skills and experience,apply today!
**Agency and Third Party Recruiter Notice:**
Agencies that submit a resume to Hologic must have a current executed Hologic Agency Agreement executed by a member of the Human Resource Department. In addition Agencies may only submit candidates to positions for which they have been invited to do so by a Hologic Recruiter. All resumes must be sent to the Hologic Recruiter under these terms or they will not be considered.
Hologic, Inc. is proud to be an Equal Opportunity Employer inclusive of disability and veterans.
JPMorgan Private Client Relationship Manager - Boston, MA
Relationship manager job in Boston, MA
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
Client Manager- Commercial Lines
Relationship manager job in Raynham, MA
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.
Relationship Manager - National Accounts
Relationship manager job in Boston, MA
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.
Auto-ApplyClient Growth Strategy Manager
Relationship manager job in Needham, MA
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
Relationship manager job in Woburn, MA
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].
Institutional Relationship Manager II - Manchester, NH
Relationship manager job in Manchester, NH
Manchester, New Hampshire, United States of America **Hours:** 40 **Pay Details:** $110,760 - $166,400 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
TD Wealth
**Job Description:**
The Institutional Relationship Manager II (IRM) is a sales development role, which focuses on increasing assets and revenue by focusing on providing entity clients such as corporations, NFP entities, and government entities with investment solutions from TD Wealth. The Institutional Relationship Manager II serves as the central point of contact for entity prospects and clients across all lines of banking and wealth management at TD Bank. The job partners with Wealth Relationship Managers, Investment Advisors, Trust Advisors and Centers of Influence to identify entity prospects. The job also retains and grows the client base and total client relationship and is accountable for exceeding prospect's and client's expectations for asset accumulation, preservation and growth. The Institutional Relationship Manager II is at the center of the Institutional Services model supporting an integrated Wealth Management offering by providing day-to-day business development, account management, wealth management solutions (via partner referrals). The IRM must focus on partnering skills with all Commercial, Corporate and Specialty Banking, Retail and TD Securities partners to maximize the quality of the overall TD Bank relationship across multiple lines of businesses.
**Depth & Scope:**
+ Focuses on gathering institutional client assets and fee generation by partnering with TDW Private Client Relationship Managers (RMs), TD Bank partners, and external contacts in assigned market
+ Deepens wallet share by anticipating client needs and suggesting the most appropriate solutions
+ Goals based sales position
+ Deepens wallet share by identifying and introducing HNW individuals at Institutional client firm to Private Client RM
+ Meets quarterly and annual goals for investments, Brokerage and Trust business
+ Demonstrates a commitment to being customer-centric by ensuring legendary service is provided during every customer interaction to maximize retention and growth
+ Works with dedicated Institutional client services team to ensure all NEW clients receive the complete on-boarding experience
+ Effectively partners with the Institutional Investment Advisor and CSAs to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as a minimum of two annual pro-active contacts
+ Serves as the primary point of contact for TD Wealth entity relationships; manages all aspects of the entity's relationships with TD Bank
+ Implements and executes a differentiated service model/experience for Institutional clients
+ Leverages and knows when to coordinate specialists (Retirement, Captive, Corporate Trust and Custody, and Not for Profit) to provide expertise for our most complex clients
+ Identifies opportunities within your portfolio and network to refer business to Retail and Commercial Partners
+ Executes in a manner that is compliant with regulations, policies and procedures
+ Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, FINRA etc.). Ensures all Continuing Education requirements are attained
+ Is responsible for understanding and adhering to TD Wealth AML/ATF Policies and Procedures
+ Is responsible for implementing TDs Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures
+ Is responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team
+ Participates in training to help Financial Advisors and Retail staff to identify referral opportunities for entity relationships
+ Contributes individually, as a team member and as a mentor to more junior staff, to ensure strong performance, collaboration and enthusiasm that set TD Wealth apart from our competitors
+ Represents TD Wealth to the general public in a professional manner
+ Is involved in the community and support TDBG charity and community initiatives
**Education & Experience:**
+ 4-year degree or related work experience required, MBA or advanced degree preferred
+ 10+ Years of related experience
+ Series 7, Series 63 & 65 or Series 66 or ability to obtain within licensing & registration timeline
+ Certified Financial Planner (CFP) or Certified Financial Analyst (CFA), preferred
+ Documented expertise in developing and closing institutional business such as investment management, employee benefit, custody, endowments, foundations, captive insurance, cash management, etc.
+ Advanced understanding and experience with commercial banking relationships and experience interacting with institutional clients
+ Consultative sales experience recommended
+ Proven ability to establish relationships and partner effectively with other departments or business units who have a vested interest with the same client base
+ Proven business development track record
+ Strong market presence with wide network of outside referral sources for new business
+ High level of personalized relationship management skills, specializing in institutional clients and including ability to work with wide variety of clients and provide an exceptional level of service
+ Strong credit and financial analysis skills
+ Self-motivated, able to work independently, as well as part of a team - working well with other team members and keeping all relevant individuals, including management, up to date in a timely manner
+ Ability to work within an organization to influence and get things done without direct authority
+ Organized self-starter with ability to work independently with little direct guidance
+ Refined negotiation skills
+ Excellent communication skills, both verbal and written
+ Proficiency in Microsoft Applications (PowerPoint, Excel, Word)
+ Membership in civic and professional organizations and/or board membership encouraged
+ Must have experience working within a highly collaborative team environment
+ Subject to qualifying certification process at TD Private Client Wealth
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.