Relationship manager jobs in Manchester, NH

Job Description Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With ten offices located throughout the United States, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities. Position Summary: This is an incredible opportunity for a bright, energetic, and dynamic individual with a strong analytical capability coupled with superior communication, sales and relationship building skills. In this role, the Client Relationship Analyst is expected to develop into a market facing Client Relationship Manager responsible for sourcing and placing new opportunities following an intermediate training development period. This role begins by learning the in-depth processes, tools and structures we use to design client insurance portfolios and requires a strong aptitude in financial math and financial modeling. The individual in this role will need to show a strong mastery of product knowledge, fundamental income and estate tax planning knowledge, and case design within their first 12 -18 months. Heavy use of Power Point, Excel, financial modeling and preparing client presentations will be required to support our Client Relationship Managers. Combing the skills of sales/relationship building and technical skills will advance you onto a path of a client facing role where you will be able to learn the fundamentals and complexities of our business, and eventually grow into sourcing and managing your own relationships with some of the most influential people in New England and beyond. Position Responsibilities: Analysis Gain knowledge of life insurance products and assist in the preparation of financial analytics and reporting for the firm's ultra-high net worth clients Run term, permanent, and private placement illustrations and work within the WKG Excel templates in support of other Designers on the team Assist with preparing meeting materials for client meetings and calls by accessing SharePoint for grab-n-go documents and coordinating with Designers for custom materials Monitor and review the Client Relationship Manager's calendars to note new appointments and identify needs for meeting materials Create periodic updates of key WKG spreadsheets and modify for bespoke client fact patterns Marketing / Sales Development Shadow a Senior Client Relationship Manager Observe calls with Clients and Centers of Influence Take notes from client meetings and circulate to the appropriate parties Opportunity to attend certain industry networking and informational events Learn the fundamentals of prospecting, applying these strategies to building one's own book of business Ideal Candidate will Possess the Following: Bachelor's degree from a top tier school with a graduation date of May 2024 or May 2025 Demonstrated salesmanship; ability to be persuasive, professional and tactful in both written and verbal communication Strong technical and analytical orientation; ability to create financial models in Excel Desire to want to grow into a sales professional Detail oriented with a strong ability to organize and prioritize in a fast-paced environment Possesses the presentation and gravitas needed to interact with ultra-high net worth individuals and Centers of Influence Proficiency in Microsoft Office Proactive and takes initiative with strong follow through Effective business writing skills Excellent presentation skills Positive, can-do attitude Working Conditions/Demands/Complexity: Required to work on a computer for a substantial part of the day Frequent work in the evenings and occasionally weekends, as needed to meet deadlines A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment Compensation / Benefits: Attractive annual compensation package is commensurate with experience Eligible for annual profit sharing bonus Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits. Powered by JazzHR hZvzhJz9Qn

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.

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.

Job Description Foy Insurance has a long history of meeting the risk management needs of communities throughout New Hampshire, Maine, and Massachusetts dating back to 1893. We are now proud to now be a part of the World Insurance Associates family which provides unparalleled access to even more products and services to assist our customers' insurance needs. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 215 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. 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 KxeeSJFQDw

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.

**Client Relationship Manager- Insurance** Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The CRM works with delivery teams to enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience. A CRM's shared measures are margin, revenue, client satisfaction & employee retention. CRM role-specific measures are renewal win rates, revenue, and margin. **In this Role, you will:** + Drive profitable growth through identifying and leading all aspects of the closure of new, renewal, and expansion opportunities in the Insurance sector + Develop client engagement strategies and quantify costs of pursuit + Lead accountability against Measurable Revenue/Profit Growth within set timelines + Review the account metrics with the delivery, operations, and finance teams on regular basis + Be part of senior management reviews for the performance metrics of the account + Collaborate with multiple service lines, innovation teams and business teams in Cognizant to formulate a business plan and implement it at account level + Focus on developing a plan to increase the visibility of Cognizant in the account relationship and in the Insurance industry **Work Model:** We believe hybrid work is the way forward as we strive to provide flexibility wherever possible. Based on this role's business requirements, this is a hybrid position requiring 3 days a week in a client or Cognizant office in Portsmouth, NH. Regardless of your working arrangement, we are here to support a healthy work-life balance though our various wellbeing programs. The working arrangements for this role are accurate as of the date of posting. This may change based on the project you're engaged in, as well as business and client requirements. Rest assured; we will always be clear about role expectations. What you need to have to be considered: + Minimum 15+ years in the Insurance domain, in a client facing role or account leadership role, in an IT professional services or management consulting firm + Experience of leading diverse teams, experience of cultivating and collaborating in a multi-cultural environment + Strong experience with the global service delivery model + In-depth understanding of business problem domain, technology, and services solution domains for the targeted industry vertical + A strong performance track record of leading different portfolios-ranging from sales, new sales, programs, and existing annuity business + Ability to navigate a large organization, work in a multifaceted matrix and have the power of persuasion through content and confidence + Ability to lead a client P&L of at least 30 million dollars, including reporting and metric assessment for the account + The ability to conceptualize, analyze, build blueprint for business transformations and present solutions in the Insurance domain + Bachelor's Degree **This will help you stand out:** + MS or MBA degree + Strong background in a project environment and application development + Proven ability to contribute to new business development efforts and to lead and manage multiple tasks in a dynamic environment + Must be detail oriented and able to manage and maintain all facets of complex assignments + Demonstrable problem-solving abilities with the aptitude to identify strategic solutions to business problems with enterprise-wide implications + Demonstrate the flexibility to work among diverse corporate environments, industries, and technical and non-technical audiences We're excited to meet people who share our mission and can make an impact in a variety of ways. Don't hesitate to apply, even if you only meet the minimum requirements listed. Think about your transferable experiences and unique skills that make you stand out as someone who can bring new and exciting things to this role. The annual salary for this position is between $170,000-$200,000 depending on the experience and other qualifications of the successful candidate. This position is also eligible for Cognizant's discretionary annual incentive program and stock awards, based on performance and subject to the terms of Cognizant's applicable plans. This position is eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans. **Benefits** This position is also eligible for Cognizant's discretionary annual incentive program and stock awards, based on performance and subject to the terms of Cognizant's applicable plans. Benefits: Cognizant offers the following benefits for this position, subject to apply Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: + Medical/Dental/Vision/Life Insurance + Paid holidays plus Paid Time Off + 401(k) plan and contributions + Long-term/Short-term Disability + Paid Parental Leave + Employee Stock Purchase Plan Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, based on applicable law. **Work Authorization** Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future. + \#LI-MB1 Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

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 Account Manager at Trucordia, you will assist clients and help them understand and determine their individual commercial line service needs. As a Commercial Lines Account 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. 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 Additional Information Job Title: Commercial Lines Account Manager Field Office Name & Location: New England Insurance Headcount: 2 Office Type: Onsite Job Type: Full Time Stakeholder Contacts: Arthur Romanov ( [email protected] ) 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.

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

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

Wellesley Hills, Massachusetts;Providence, Rhode Island **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate Balance needs of clients with associated risks and interests of the firm Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience Minimum of 3 years' managing clients >$10+MM revenue In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint

About Brookline Bank Since 1871, Brookline Bank, a division of Beacon Bank & Trust, has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 28 branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations. What is Brookline Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. Brookline Bank provides a great working environment that offers opportunities for advancement. Currently, we are seeking an ambitious Commercial Banker III who thrives in a team setting, is driven, has integrity, is authentic, and has experience in Commercial Banking. This position is based out of our Wakefield, MA location. The primary responsibilities include the development of new business, management of existing loan portfolio and adherence to credit, compliance and operational policies. Principal Duties and Responsibilities New Business: This position will independently develop new business opportunities through business development efforts; including new client solicitation, active involvement in industry organizations, and expansion of existing client base. This will include the underwriting of loans by analyzing financial information and related reports and the preparation and presentation of credit approval memorandums. In addition, this position will document loans by ordering appraisals and environmental reports, issuing commitment letters, coordinating closings and overseeing the loan booking process. In addition to the development of loan opportunities, the Banker will work to increase deposits from clients, and generate non-interest fee income through the appropriate recommendation of interest risk hedging products, cash management sales, foreign exchange services and referrals to partner organizations. Portfolio Management: Responsible for the ongoing maintenance and customer service of the assigned loan portfolio. Monitor the ongoing credit quality of the portfolio and assess the credit quality of each relationship in accordance with policy including the completion of annual credit reviews and periodic renewals throughout the year. This position will be responsible for the accurate entry of information to track/monitor the status of the portfolio. Job Specifications Bachelor's degree or equivalent Minimum of 10 years of commercial lending and underwriting/portfolio management experience Understand the commercial marketplace within the Bank's target area Be well-versed with the Bank's credit policy and guidelines Have familiarity with other products and services offered by the Bank, for cross-selling purposes Ability to communicate effectively in both an oral and written capacity Be willing to assume any other duties as may be required

Job Description At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities A Commercial Banking Officer is responsible for performing a variety of duties to meet the commercial services needs of business customers, achieving customer service goals as established in the Commercial Banking Department's annual operating plan, complying with operating policies and procedures established for the commercial services function, communicating with appropriate personnel, responding to inquiries or requests for information, maintaining appropriate records and providing assigned reports. This position is also responsible to accurately risk rate assigned loan relationships on a timely basis. Performs a variety of duties to meet the commercial sales and services needs of business customers as follows: Maintains ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities and solicit other new business Makes outside sales calls on prospective customers to assess needs, and describe and sell products and services. Provides sales information on a timely basis in order that this information may be included as part of customer service and sales performance reports. Monitors individual sales performance versus objectives on a regular basis; discusses performance with appropriate supervisor on a frequent basis. Serves as a member of the bank's sales team, e.g., Branch Manager; makes group sales calls where these types of calls will improve the opportunity for new business development. Maintains a thorough knowledge of the features and benefits of all bank commercial products and services in order to ascertain customer needs and to sell in conjunction with these needs. Provides direct service to commercial customers of the bank with respect to deposit, loan, and other miscellaneous products and services; approves or rejects loan applications within individual lending authority. Assists customers in obtaining specialized services from other bank departments as necessary; provides help to customers with specific inquiries or service problems. Maintains a working knowledge of bank operating policies and procedures with impact commercial services. Prepares and maintains accurate records of all customer sales and service calls made and meetings held with present and prospective customers. Provides quality service to customers, whether internal or external. Demonstrates cooperative efforts in working with other departments and within own department. Jointly establishes annual quantitative customer service and sales objectives with assigned supervisor; this activity to be integrated with the Commercial Banking Department's annual operating plan. Complies with established operating policies and procedures in order to maintain adequate controls and to support the bank's adherence to outside regulatory requirements. Communicates with management and staff personnel in order to integrate goals and activities. Responds to inquiries relating to his/her particular area, or to requests from other bank personnel, customers, etc., within given time frames and within established policy. Maintains appropriate records and provides assigned reports. Monitors and reviews accounts for appropriate risk rating to avoid risk rating changes by Loan Review, the OCC or other loan review processes. Other related duties as assigned or directed. Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion. Qualifications Minimum 3+ years' experience in related positions normally required with an emphasis on Middle Market Banking B.S./B.A degree in a related fiend of study normally required Specialized banking education and training. Proficient reading, writing, grammar, and mathematics skills. Proficient interpersonal relations and communicative, and sales skills. A thorough knowledge of the features and benefits of all bank commercial products and services. A working knowledge of bank operating policies and procedures, which impact commercial services. Valid driver's license. All applicants must be 18 years of age or older.

Provider Relationship Account Manager (New Hampshire) JR168320 Location: Hybrid 1: This role requires associates to be in our Manchester, NH office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. The Provider Relationship Account Manager is responsible for providing quality, accessible and comprehensive service to the company's provider community. * Develops and maintains positive provider relationships with the provider community by regular on-site and/or virtual/digital visits, communicating administrative and programmatic changes, and facilitating education and the resolution of provider issues. * Serves as a knowledge and resource expert regarding provider issues impacting provider satisfaction and network retention; researches, analyzes, and coordinates prompt resolution to complex provider issues and appeals through direct contact with providers and internal matrixed partners. * Collaborates within a cohort of internal matrix partners to triage issues and submit work requests. * Supports an assigned portfolio of providers (hospitals, professional, ambulatory, ancillaries, FQHC's, etc). * Coordinates Joint Operation Committees (JOC) of provider groups, driving the meetings in the discussion of issues and changes. * Assists with Annual Provider Satisfaction Surveys, required corrective action plan implementation and monitoring education, contract questions and non-routine claim issues. * Coordinates communications process on such issues as administrative and medical policy, reimbursement, and provider utilization patterns. * Conducts proactive outreach to support the understanding of managed care policies and procedures, as well as on a variety of initiatives and programs. * Participates in external Provider Townhalls/Seminars and attends State Association conferences (e.g.: MGMA, AFP, AAP, HFMA). * Identifies and reports on provider utilization patterns which have a direct impact on the quality-of-service delivery. * Research issues that may impact future provider contract negotiations or jeopardize network retention. Minimum Requirements: * Requires a bachelor's degree; minimum of 3 years of customer service experience including 2 years of experience in a healthcare or provider environment; or any combination of education and experience, which would provide an equivalent background. * Travels to worksite and other locations 30% - 40% of the time. Preferred Skills, Capabilities and Experiences: * Provider or Customer facing experience preferred. Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health. Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business. We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.

About Brookline Bank Since 1871, Brookline Bank, a division of Beacon Bank & Trust, has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 28 branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations. What is Brookline Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. Brookline Bank provides a great working environment that offers opportunities for advancement. Currently, we are seeking an ambitious Commercial Banker III who thrives in a team setting, is driven, has integrity, is authentic, and has experience in Commercial Banking. This position is based out of our Wakefield, MA location. The primary responsibilities include the development of new business, management of existing loan portfolio and adherence to credit, compliance and operational policies. Principal Duties and Responsibilities New Business: This position will independently develop new business opportunities through business development efforts; including new client solicitation, active involvement in industry organizations, and expansion of existing client base. This will include the underwriting of loans by analyzing financial information and related reports and the preparation and presentation of credit approval memorandums. In addition, this position will document loans by ordering appraisals and environmental reports, issuing commitment letters, coordinating closings and overseeing the loan booking process. In addition to the development of loan opportunities, the Banker will work to increase deposits from clients, and generate non-interest fee income through the appropriate recommendation of interest risk hedging products, cash management sales, foreign exchange services and referrals to partner organizations. Portfolio Management: Responsible for the ongoing maintenance and customer service of the assigned loan portfolio. Monitor the ongoing credit quality of the portfolio and assess the credit quality of each relationship in accordance with policy including the completion of annual credit reviews and periodic renewals throughout the year. This position will be responsible for the accurate entry of information to track/monitor the status of the portfolio. Job Specifications Bachelor's degree or equivalent Minimum of 10 years of commercial lending and underwriting/portfolio management experience Understand the commercial marketplace within the Bank's target area Be well-versed with the Bank's credit policy and guidelines Have familiarity with other products and services offered by the Bank, for cross-selling purposes Ability to communicate effectively in both an oral and written capacity Be willing to assume any other duties as may be required

JOB REQUIREMENTS * Extensive portfolio management, business development, risk management experience. * Extensive knowledge of financial institution policies and procedures * Strong knowledge of small business and SBA lending practices and related areas * Strong Knowledge of all SBA Loan Programs including 7(a), Express and 504 * Knowledge of department support structures, resources and personnel * Good sales, organizational, communication and public relations skills particularly in working with documentation that requires special handling * Strong analytical and interpersonal skills * Ability to build strong relationships and alliances across the organization, ability to adapt to change, ability to multi-task, reliable and highly self-motivated * Superior customer service skills, exceed customers' expectations * Fluent written and verbal English communication skills * Ability to adhere to Needham Bank's Core Values (Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing) EDUCATION & EXPERIENCE * Bachelor's degree in business, finance or related area * Fifteen or more years' experience in small business and SBA lending * Educated in banking federal and state regulations and laws * Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data WORKING CONDITIONS/PHYSICAL DEMANDS * Normal business office environment Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well. Pay Range: $100,379.70 - $140.531.58 The pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles. Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity. Evaluate, authorize or recommend approval of commercial loans. Advise borrowers on financial status and methods of payments. ESSENTIAL DUTIES & RESPONSIBILITIES * Assist Department in developing relationships that are creditworthy, deposit rich and aligned with the Bank's strategic goals. * Mentor and work closely with less experienced team members in order to continue their professional development * Provide technical assistance to customers and prospects in order to assist them through their application process * Meet with applicants to obtain information for loan applications and to answer questions about the process * Analyze applicant financial status, credit and property evaluations to determine feasibility of granting loans * Originate and close new loans to existing customers and prospects consistent with the Bank's loan policies and state and federal regulations * Present new loan requests and other reports as necessary (i.e.: CARs, Loan Review Responses) to the appropriate approval authorities within the Bank * Stay abreast of new types of loans and other financial services and products to better meet clients' needs * Submit applications to credit analysts for verification and recommendation * Work with clients to identify their financial goals and to find ways of reaching those goals * Work with Director to aid in resolving commercial loan application problems as necessary * Manage and grow an existing commercial loan portfolio. * Cross-sell other bank products including: deposit products, cash management, merchant services and wealth management * Quickly respond to customer and prospect inquiries and assist customers through the application process * Work with the Bank's residential and commercial real estate groups in referring new business * Assist in the collection/work out activities with troubled/non-performing assets * Represent the Bank at various community functions * Participate on Bank task forces and committees as assigned * Perform additional duties as requested, needed or assigned

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.

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.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: * Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth * Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service * Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit * Oversees the client service experience and reviews the approval of new client accounts * Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. * Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. * Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. * People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. * Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. * Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. * Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: * Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill * Managing the branch's Wealth Management Client Associates and Service Support Staff * Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel * Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge * Coaching teams to deliver a modern, digital first service model focusing on client satisfaction * Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise * Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: * Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted * Minimum of 5+ years professional experience Key Qualifications for the role: * Current or previous Merrill Wealth Management experience strongly preferred * Self-motivated and client centric * Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures * Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) * Prior trend analysis experience * Strong customer service and communication skills * Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: * Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: * Compensation Analysis * Performance Management * Process Performance Management * Referral Management * Workforce Planning * Due Diligence * Internal Audit Review * Leadership Development * Recruiting * Risk Management * Client Management * Customer Service Management * Employee Counseling * Succession Planning * Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40