Relationship manager jobs in New Bedford, MA

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

K&M Associates, L.P., founded in 1959 is a top leader in the fashion accessories industry. Known for its expertise in transforming need-based items into impulse purchases, K&M excels in product innovation to consistently offer customers exciting new trends. With in-house design and logistical operations, the company ensures high-quality products and customer satisfaction. K&M's collaborations with world-class retailers demonstrate its leadership in design, manufacturing, sourcing, packaging, and distribution of fashion accessories. The company is fueled by a dedicated team and a culture of innovation, driving its success in the industry. Role Description The Account Manager will manage relationships with key retail partners, focusing on customer satisfaction and business growth. Responsibilities include building and nurturing client relationships, identifying opportunities for sales expansion, developing strategic account plans, and ensuring successful product delivery in partnership with the logistics team. This is a full-time on-site position located in Providence, RI, requiring daily coordination with cross-functional teams to meet client needs and achieve business objectives. The ideal candidate will be able to travel domestically quarterly for Market weeks and to account presentation meetings. Past or current experience with Off-Price retailers is a plus! Keys to Success Account management, customer relationship management, and client service skills Sales strategy, business development, and negotiation expertise Strong communication, presentation, and interpersonal abilities Experience with data analysis, reporting, and trend identification Proficiency in relevant software and CRM tools Exceptional organizational and time management skills Experience in the fashion or retail industry is a plus Experience in Off Price Retailers is a plus Bachelor's degree in Business Administration, Marketing, or a related field preferred or a combination of work experience and education Microsoft platform, SAP, JDE

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

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

At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career. Join us as a Relationship Manager IV BBH Capital Partners is the trusted and preferred advisor for private businesses, their owners, and wealthy families. BBH Capital Partners' mission is to protect and grow our clients' capital over meaningful periods of time, focusing on scalable investment strategies that lead to differentiated results. Brown Brothers Harriman is currently recruiting for a Relationship Manager IV to join our Capital Partners, multi-family office (MFO) team in Boston. In this role you will oversee and serve as the point person for ultra-high net-worth clients while managing a broader support team of Relationships Associates and Client Associates. BBH Capital Partners provides integrated comprehensive solutions to help our clients achieve their definition of success. You will have the opportunity to engage with clients across all our areas of competency including private equity, commercial lending, and family business/corporate advisory. If you are experienced in closing your own business, able to handle complex accounts and demonstrate confidence to stand in for other RMs when needed, and partner well with colleagues (Team Leader, other RMs, Relationship Associates and Wealth Planners) this opportunity is right for you! Some of your key responsibilities include: Relationship Management and Business Development Focus a significant amount of time on business development. Manage complex accounts / client relationships; work with clients to identify strategic investment objectives and needs - integrating Wealth Planning, as appropriate. Ensure all clients are highly satisfied with the service they are receiving as demonstrated by continuing to maintain their assets at BBH, referring their friends and family to the firm and identifying other opportunities within Capital Partners (outside of Investment Advisory). Develop and implement long term new business strategy in coordination with other Relationship Managers. Investment Execution Demonstrate deep knowledge of investment offerings and ensure alignment of investments with individual client needs. Utilize BBH guidelines and policy to assist with development of client specific plans (e.g., asset allocation). Provide oversight when / where others are involved in modeling investments for clients. Prepare for account reviews, account opening / closing / maintenance, and creation of client meeting materials. Risk Management and Administration Exercise sound, professional investment judgment on behalf of clients, while avoiding risks to the firm and demonstrate 100% adherence to the compliance requirements of the business, including Investment Policy Statements, Know Your Customer requirements, completing documentation and written records of meetings and discussions. Elevate high level risk issues and oversee Relationship Associate and Administrative Assistant's efforts relating to the completion of client requests on behalf of the client base. Business and Professional Leadership Demonstrate external “draw” because of personal and professional networks resulting in the ability to source and close business. Coach, train and mentor RAs and Sr. RAs and provide input on their career development; contribute to developing less experienced RM's. Be perceived by client as a BBH executive and the senior RM on the team. Qualifications: BA / BS required 10+ years relevant portfolio management experience involving equities, bonds, or both Excellent client services skills Superior oral/written communication, analytical and thought leadership skills Knowledge of asset allocation, trust, and fiduciary principles Familiarity and comfort engaging with private business owners Strong team player Strong work ethic CFA, CFP, and/or MBA a plus Salary Range $170,000 - $230,000 base salary + annual target bonus BBH's compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being. We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us. We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development-so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice-creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often-pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours. Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

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.

At MyFitnessPal, we believe good health starts with what you eat. We provide tools, resources and support to enable users to reach their health goals. We help millions of people around the world lead healthier lives through intuitive and impactful nutrition and fitness tracking. As the world's most popular health and wellness app, we combine cutting-edge technology with a mission-driven approach to empower users on their wellness journeys. Our freemium app, supported by ads, is a key part of our mission to make food tracking accessible to everyone. MyFitnessPal aims to enhance the user experience by incorporating premium ad formats that are not only engaging for users but also provide a significant revenue stream for the platform as our user base expands. We are seeking a strategic and results-driven Sr. Client Partner, Advertising - CPG to join our high-performing sales team. In this role, you will be responsible for establishing, managing and expanding relationships with key clients and agency partners, driving revenue growth through innovative advertising solutions. You'll work cross-functionally with product, engineering, revenue operations and marketing teams to deliver impactful campaigns that meet client objectives.This role will require 30 - 50% travel. What you'll be doing: Serve as the primary point of contact for high-value clients and strategic agency partners Develop and execute account plans that drive revenue, client satisfaction, and long-term retention Consult with clients on their advertising strategies, offering solutions across MyFitnessPal to meet business goals Collaborate closely with internal teams including Ad Ops, Rev Ops and Product to ensure flawless execution of campaigns Use data-driven insights to evaluate campaign performance, optimize strategies, and communicate results Identify opportunities for upselling and cross-selling within existing accounts Lead contract negotiations and manage deal structures Stay informed on industry trends, competitor offerings, and emerging technologies in the advertising landscape Qualifications to be successful in this role: 8-10+ years of experience in digital advertising, media sales, or client management, preferably at a publisher, ad tech company, or agency Proven track record of exceeding revenue targets and building deep client relationships Strong understanding of digital advertising products, including programmatic, social, display, video and native formats Excellent communication, presentation, and interpersonal skills Analytical mindset with experience using tools like Google Analytics, Excel, and ad platforms Ability to thrive in a fast-paced, cross-functional environment Experience working with clients in CPG with the ability to build strategic relationships Preferred Qualifications: Experience working with Fortune 500 clients or large-scale ad campaigns Familiarity with marketing performance metrics and attribution models What We Offer: OTE range for this role is $150,000 - $350,000 (Base + Bonus) Competitive salary and performance-based bonuses Comprehensive benefits package (health, dental, vision, 401(k), etc.) Flexible work environment Opportunities for professional development and career growth Exciting Full-Time Employee Benefits, Perks and Culture Face-to-Face Connections: We value personal connections. Enjoy opportunities to meet and connect with your team members in person to help forge meaningful relationships that extend beyond the virtual realm. Teams meet as often as needed and all of MyFitnessPal gathers annually. Flexibility At Its Best: Achieve the work-life balance you deserve. Enjoy a flexible time-off policy with our Responsible Time Off benefit. Give Back: Use your volunteer days off to support what matters most to you. Each full time teammate receives 2 days per calendar year to give back to their community through service. Mentorship Program: Take control of your career through our mentorship program where, if you'd like, you will be matched with a teammate who can help you scale your skills and propel your growth. Family-Friendly Support: Embrace the journey with confidence and care. Enjoy our paid maternity and paternity leave, to provide time to balance family responsibilities with your career and take the time needed to strengthen family relationships. We understand the complexities of starting or expanding a family, which is why we provide best-in-class comprehensive assistance for fertility-related matters. Wellness Comes First : Live Good Health is one of our core values. Receive a monthly Wellness Allowance, empowering you to focus on your physical and mental well-being by choosing from a range of wellness initiatives, including dedicated mental health days. Celebrate Greatness: Your hard work deserves recognition! Our reward and recognition platform empowers peers to acknowledge and reward each other for the exceptional contributions they make. Elevate Your Health & Fitness: Get access to MyFitnessPal Premium, allowing you to take your fitness, health and wellness journey to new heights. Unlock Your Potential: Access our virtual learning and development library, and participate in training opportunities to continuously grow and enhance your skills. Championing Inclusion: Our dedicated DEI Committee actively fosters a diverse and inclusive workplace by setting actionable goals and evaluating progress across the organization. Healthcare Matters: Your well-being is our priority. Take advantage of our competitive medical, dental, and vision benefits that cater to your holistic healthcare needs. Feel secure and supported on your wellness journey. Secure Your Future: Benefit from our retirement savings program, giving you peace of mind for your financial goals. Reach them sooner with MyFitnessPal's competitive employer match. At MyFitnessPal, our mission is to enable people to make healthy choices. And it wouldn't be possible without our team. We celebrate the unique POV that each person brings to the table and believe in a collaborative and inclusive environment. As an equal opportunity employer, we prohibit any unlawful discrimination on the basis of race, religion, military or veteran status, sex, gender, marital status, gender identity or expression, sexual orientation, national origin, age, or disability. These are our guiding ideologies and apply across all aspects of employment. MyFitnessPal participates in E-Verify.

This position is with TIAA Kaspick, the leading provider of gift planning and investment services for charities in the country. The Relationship Manager II advises existing client on a wide variety of gift planning, gift investment, and program management issues. This job is responsible for the delivery of high quality, comprehensive services to an assigned book of clients. As a subject matter expert in relationship management, this job interacts frequently with senior staff in the development, Treasurer's, and investment offices of nonprofit institutions along with members of their boards. Key Responsibilities and Duties Develops plans to increase client engagement, provide early warning of possible client dissatisfaction, and marshall resources necessary to solve client problems. Creates and presents high quality client educational content via whitepapers, newsletter articles, and in-person and virtual event session. Collaborates extensively and provides leadership to internal functional team members providing service to assigned client relationships. Guides internal team of client facing and functional personnel to capably serve assigned book of clients including quick and effective problem resolution. Ensures the delivery of high quality charitable gift plan consulting services to clients. Educational Requirements University (Degree) Preferred Work Experience 5+ Years Required; 7+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 8IC Related SkillsAccountability, Analytical Skills, Client Service, Collaboration, Communication, Consultative Communication, Customer Engagement, Planned Giving, Relationship Management, Trusts Anticipated Posting End Date: 2025-12-31Base Pay Range: $126,000/yr - $176,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

Publicis Sapient is a digital transformation partner helping established organizations get to their future, digitally-enabled state, both in the way they work and the way they serve their customers. We help unlock value through a start-up mindset and modern methods, fusing strategy, consulting and customer experience with agile engineering and problem-solving creativity. United by our core values and our purpose of helping people thrive in the brave pursuit of next, our 20,000+ people in 53 offices around the world combine experience across technology, data sciences, consulting and customer obsession to accelerate our clients' businesses through designing the products and services their customers truly value. Overview Client Partner - Health Vertical (Pharma) Location: East Coast Preferably At Publicis Sapient, we help organizations in the healthcare space tackle some of the most urgent challenges of our time-from advancing patient outcomes to building smarter, more connected digital experiences. We're not just another consultancy-we're digital business transformation specialists blending our SPEED methodology with our passion for impact and patient outcomes. Why This Role Matters This role is at the heart of transforming the healthcare industry. You'll build trusted partnerships with senior leaders at some of the world's leading Pharma companies, helping them navigate complexity, accelerate innovation, and improve patient outcomes. As a strategic advisor and problem solver, you'll lead high-impact engagements, collaborate with top-tier talent across Publicis Sapient, and shape the future of health. You'll join a team of passionate changemakers-curious, driven, and united by a desire to make a meaningful difference. We work hard, challenge each other, celebrate bold ideas, and have a lot of fun along the way. If you thrive in a fast-paced, purpose-led environment, this is the place to fuel innovation that matters. Responsibilities Your Impact * Be a Trusted Advisor: Act as the primary PS leader for 1-3 key healthcare clients, providing strategic stewardship to drive profitable year-over-year growth. * Drive Innovation: Collaborate with clients to identify transformative opportunities that positively impact their business, customers, and bottom line-unlocking new revenue streams and fueling satisfaction. * Shape the Future: Develop and execute a compelling 3-5-year vision and strategy for your accounts, fostering new buying centers and unlocking the full potential of PS' portfolio. * Build Executive Partnerships: Cultivate deep, trusted relationships with CXOs (beyond the CIO) by delivering thought leadership, creating marketing campaigns, and leveraging media and PR opportunities. * Lead with Purpose: Design innovative proposals and negotiate mutually beneficial agreements that position PS as a strategic partner, achieving shared success. * Deliver Results: Own monthly, quarterly, and annual booking targets, ensuring contracts align with financial goals while driving measurable outcomes for clients. Qualifications What You'll Bring * Collaborative Leadership: Advocate for your clients within PS, aligning cross-functional teams and leveraging the best of our practices, alliance partners, and capabilities to drive impactful solutions. * Visionary Thinking: Stay ahead of industry trends, providing clients with forward-looking insights and innovative ideas to stay competitive in a digital-first world. * Strategic Account Growth: Expand PS' footprint by cross-selling solutions, services, and capabilities across horizontals, ensuring seamless integration and value delivery. * Community Builder: Contribute to our global Client Partner and Growth communities by sharing strategies, best practices, and thought leadership that inspire excellence across the organization. * Domain Expertise: Proven experience within the healthcare vertical, specifically in Pharma environments, with a strong understanding of industry challenges and opportunities. Why Join Us? This role offers a unique opportunity to be part of a purpose-driven mission: transforming businesses and making a meaningful impact on the future of healthcare. At PS, you'll work alongside visionary leaders, cutting-edge technologists, and creative minds-all united by a shared commitment to delivering innovation, growth, and excellence. If you're ready to lead transformative partnerships, push the boundaries of what's possible, and help shape a more digital-enabled future for healthcare, we want to hear from you. Additional information Pay Range: $200,000 - $280,000 The range shown represents a grouping of relevant ranges currently in use at Publicis Sapient. Actual range for this position may differ, depending on location and specific skillset required for the work itself. As part of our dedication to an inclusive and diverse workforce, Publicis Sapient is committed to Equal Employment Opportunity without regard for race, color, national origin, ethnicity, gender, protected veteran status, disability, sexual orientation, gender identity, or religion. We are also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or accommodation due to a disability, you may contact us at ************************** or you may call us at ***************. All your information will be kept confidential according to EEO guidelines. #LI-Hybrid

PURPOSE: Relationship Managers are responsible for pre-sale support, implementation of new accounts, renewal of existing accounts, and all post-sale account interaction. RESPONSIBILITIES Implements new accounts by coordinating with internal departments and external vendors, as well as clients and members Renews existing accounts by either obtaining carrier quotes or presenting alternatives and helping clients reach decisions necessary to implement their new program Manages all day-to-day aspects of existing accounts, including escalated customer service issues, special reporting, and liaison for new legislation Works with management in developing and implementing new policy and procedures Assist with the development and implementation of new policy and procedures necessary to efficiently coordinate with carrier regulations and internal, as well as, external departments. QUALIFICATIONS: Attention to detail Superb communication skills, both oral and written Communicate well at all levels of an organization Creative problem-solving abilities Analytical Capabilities Ability to manage several projects concurrently Intermediate Microsoft Office skills, including PowerPoint and Excel Proven experience in presentation skills EDUCATION and EXPERIENCE: BA/BS, required, offsetting combination of education and experience will be considered 3-5 years of experience in Sales or Account Management Experience in insurance, financial services, or comparable industry, preferred

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

Job Description Client Partner: Financial Services (Greater Boston) MojoTech, established in 2008, is a forward-thinking and fast-growing software consulting firm that integrates strategy, engineering, and design to create results-driven digital products and experiences with our clients. What We Do: Our US-based team partners with innovative companies to build great products, unlock new markets, maximize returns on innovation, and drive transformational change. We work with a diverse client base, ranging from rapidly growing startups to established enterprises, helping them accelerate their pace of change and solve their biggest technology challenges. Role Overview: MojoTech is seeking a passionate and results-driven Client Partner to join our growing Financial Services team. As a Client Partner, you'll play a pivotal role in growing our business through new client acquisition and new existing client development, representing our diverse array of consulting services, and managing strategic business outcomes for our clients. You'll focus on clients in the Financial Services space - from up and coming FinTechs to large financial institutions. Responsibilities: Develop and manage a portfolio of Financial Services clients, building to a $3-$5M portfolio in the first year Work closely with our sales and marketing teams to define strategies to target and develop business with existing and new clients Be responsible for achieving and maintaining client satisfaction across several engagements; building and maintaining long term client relationships Work with new and existing clients to understand business objectives, scope desirable project proposals, and secure Master Service Agreements (MSA's) and project-level SOW's Manage and maintain a prioritized forecast for your accounts and targets Provide ongoing account strategy and mentorship to junior team members Orchestrate and build pursuit teams to solve clients' business problems; lead teams from lead through deal close Lead engagements and project teams, delivering complex solutions, targeting up to 50% billable utilization Lead client accounts, managing teams, consultants on accounts and providing internal updates on account activities Desired Skills & Experience: 8+ years experience in a consulting client leadership role with a focus on mid market and/or enterprise clients in the Financial Services industry Experience with the business problems, systems, tools and partners relevant to the industry Experience creating strategic account plans, and consistently meeting or exceeding revenue targets at your established accounts Evidence of building impactful relationships with client executive and c-suite leaders Previous success and comfort with navigating and managing complex pursuits, shaping, selling, and managing professional service engagements A demonstrated ability to self-motivate and to lead yourself and others A desire to be part of a rapidly growing, and constantly evolving team Benefits: Base salary is negotiable based on experience at $175k-240k + 20-40% variable. Compensation bonuses based on account portfolio expansion and revenue. Medical, Dental, and Vision 401k match Trust-based time off Catered lunches when in office Dog Friendly Offices Hybrid schedule Powered by JazzHR riu LjJxYyn

About Us Clasp is a venture-backed, mission-driven startup transforming access to education and career pathways. We are revolutionizing the way employers attract and retain critical talent, while simultaneously tackling the student debt crisis. (Yep, we think BIG.) Our innovative platform meaningfully connects employers, educational institutions, and diverse talent to drive mutual benefit-using accessible education financing as the thread. We like to think of ourselves as more than a fintech; we're a catalyst for economic mobility. A Forbes Fintech 50 company, portfolio company of SHRM (Society of Human Resource Management - the largest HR organization out there!) and recipient of “43 Start Ups to Bet Your Career On in 2025” by Business Insider, Clasp is driven by our commitment to social impact and innovation. We are reshaping the future of the workforce one opportunity at a time. Join us on our journey to give power to learners and unlock fulfilling careers that drive positive change in their communities and beyond. The Partner Relationships Manager will have ownership of a portfolio of employer partners. They will play a pivotal role in aligning our sales, Implementation, Product, and Marketing teams to deliver streamlined onboarding, realize early wins, and sustain partner loyalty. They will form deep relationships with stakeholders, understand their needs and goals, proactively manage risks, and seek opportunities for value expansion. Finally, they will collaborate in the advancement of the Partner Success function's priorities and shape broader business objectives and decision-making as the voice of the partner. If you're excited about using education and technology to solve systemic problems in workforce development-and want to grow with a high-impact, high-growth team-we'd love to hear from you.What You'll Do: Facilitate Partner Onboarding: Pair with sales and implementation teams to streamline partner launches, ensuring clarity and alignment from pre-sale to ongoing support Monitor and Optimize Performance: Analyze partner metrics and feedback to identify trends, drive engagement, and inform strategic adjustments for long-term success; balance strategic planning with effective handling of day-to-day partner requests and needs Act as a Trusted Advisor: Serve as a subject matter expert, offering training and insights to maximize the value partners derive from Clasp's services Drive Partner Engagement: Conduct high-impact business reviews and regular touch points to enhance partner satisfaction and expand Clasp's value Champion Cross-Functional Collaboration: Work with Product, Marketing, and other teams to represent partner needs, influence product feature prioritization, and synchronize partner initiatives with company priorities What You'll Need: Experience in account management, customer success, management consulting, or other client/customer-facing role Proven problem-solving and analytical skills to identify partner challenges and risks and design effective solutions Relationship-building and communication skills with the ability to foster trust, understanding, and alignment across diverse audiences Excellent communication skills and the ability to think strategically while executing tactically, balancing long-term goals with immediate partner and business needs Collaborative mindset with experience working across multiple departments to build cohesive strategies and implement cross-functional initiatives Adaptability and resilience to navigate the fast-paced, evolving landscape of a high-growth company Nice to Have: Familiarity with education benefits, workforce development, or upskilling programs Experience working with human resources and/or talent acquisition stakeholders Understanding of healthcare industry What We Offer: Competitive cash and equity compensation Health benefits (health, dental, & vision) 401k Match Commuter benefits Flexible PTO policy Opportunities to grow and perform in a fast-paced environment alongside a stellar team. We are committed to creating a diverse and inclusive workplace where all employees feel valued, respected, and empowered to contribute their unique perspectives and talents. Clasp is an equal opportunity employer and prohibits discrimination and harassment of any kind. We embrace diversity and are dedicated to providing equal employment opportunities to all individuals regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law.

**Relationship Manager -Corporate Asset Finance** The Relationship Manager for Corporate Asset Finance (CAF) originates and manages equipment finance loans and leases through direct or indirect relationships. Working under limited supervision, the Relationship Manager is a member of an integrated team that provides coordinated access to company's products and services, and is responsible for meeting assigned sales and profitability targets. **Key Responsibilities and Duties** + Develops prospect and customer databases to generate direct and indirect leads. + Works with customer and CAF team to structure risk appropriate transactions within CAF credit and pricing parameters. + Acts as liaison with client and CAF team members to effectively underwrite, document, and close transactions. + Ensures overall customer satisfaction by managing all day-to-day customer facing requirements. + Sells a wide range of company products in response to partners business requirements, including proactively suggesting solutions to customers. + Develops specialized product knowledge and financing expertise for covered industries. + Working with the Bank's credit policy and pricing guidelines, achieves various sales and pricing targets while minimizing credit losses. **Minimum Qualifications:** + 5 years of Corporate Asset Finance or Large Equipment Finance experience + Proficient in lease structuring and pricing (Supertrump) **Preferred Qualifications:** + Tenured direct relationship management/origination experience + Experience with different equipment types including manufacturing, transportation, marine, aircraft, IT, etc. + Significant direct "cold calling" experience **Educational Requirements** + University (Degree) Preferred **Role Specific Work Experience** + 5+ Years Required; 7+ Years Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 8IC **Additional Job Description:** + This position will focus on lending and leasing through direct relationships. Posting End Date: 12/10/25 **Job Seeker Notice** EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers. The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money. VEVRAA Federal Contractor Member FDIC Notice to Job Seekers (********************************************************* **Pay Range** $182,100 - $246,400 EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status. We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.

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

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

The Relationship Manager (RM) II is comfortable making solo sales calls and negotiating / outlining terms with clients. RM II is largely self sufficient with ability to handle multiple transactions simultaneously. Should work with Portfolio Manager (PM) (guiding as appropriate) to ensure solid portfolio management. RM II is capable of underwriting moderately complex transactions. Primary responsibilities include portfolio management, business generation to achieve sales goals, develop and expand an internal and external network New Business Development & Related Responsibilities Business Development Achieve sales goals and objectives Active role with industry organizations Attend events to generate business and network Active prospect list Work with Team Leader/Goup Head to plan sales calls Conscious of role as a Bank representative Looks for cross sell opportunities Underwriting and Due Diligence Confident to underwrite moderate complexity transactions Solid understanding of risk appetite Largely self sufficient in terms of underwrittng, and has good research skills Comprehensive understanding of policies and risk acceptance criteria (RAC's) Knows which deals to pass on and can prioritize opportunities Good market knowledge and strong research skills Credit Interactions Present transactions to pre-deal and credit committee Confidently present transactions, focusing on key risk issues Engage with Appraisal and Environmental Department, and raise discussion points as necessary, whether querying valuation calculations or Enviro issues Engage with internal risk review, as necessary Legal / Loan Closings Appropriately negotiate issues in documentation Aware of areas that can be negotiated or not Seek advice and approval for more complex requests within loan docs Engage with Commercial Banking Administrators (CBA's) to close loan in an efficient manner Portfolio Management & Related Responsibilities Portfolio Management Maintain awareness of existing credits, including regular risk rating review as circumstances change, and planning extensions in advance of loan expiries as necessary Ensure that required reporting is requested (by PM's if applicable), and that covenants tested and annual reviews completed in a timely manner Maintain frequent client contact to ensure all needs are being met Manage/monitor and late payments/delinquencies Work in conjunction with the Construction Management Group (CMG) on active construction loans Review appraisals and Field Exams and surface issues or notable items to TL and GH as necessary Other Training Responsibilities May be required to assist new joiners (typically PM) in learning to use nCino and other internal software etc Expected to assist PM's and provide informal mentoring Policy and Procedures Strong Knowledge of credit policy and risk parameters: Suggests enhancements and edits to policy as market understanding grows Technology Strong user of Microsoft products (Word/Excel etc) Technically proficient with nCino and using nCino covenant and tracking reports for portfolio management Will use resources to conduct independent research as applicable. Special Projects Will assist on an ad hoc basis with limited scope administrative type projects REQUIREMENTS: Education and Experience Bachelor's degree or equivalent experience required Proven underwriting abilities, including 5 + years experience as a Commercial Lender Formal Bank credit training preferred Skills/Knowledge Incumbent should be able to excel with integrity in an entrepreneurial, team-oriented environment Well versed in Micorsoft Office: Excel and Word nCino/Salesforce experience

The Relationship Manager (RM) role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests as a member of the wealth advisory team. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The RM ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision. Primary Responsibilities: Support the wealth advisory team in the management of existing client relationships. Knowledgeable of internal solutions for client base, including other service lines within Cerity Partners. Assist advisory team with onboarding of new clients: customize our standard contract with new client information, obtain all appropriate forms from custodian, and work with each new client to ensure accurate completion. Coordinate submission with the custodian for processing. Responsible for cash transfers, wires, data maintenance, reporting and trading as needed. Must have comprehensive knowledge of investment accounts, products, and the forms required to transact business. Drive proactive process improvements for advisor and other team members. Proactively interact with clients and assist in creating an outstanding client experience. Present portions of client meetings and communicate with clients independently. Perform research on stocks, bonds, and other securities, utilizing various investment software including Bloomberg, YCharts, HiddenLevers, etc. Assist with the timely completion and submission of all client related transaction requests. Conduct independent research and build financial plans for prospective clients. Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney). Involvement in company committees and/or firm-wide initiatives. Serve as back-up equity and fixed income trader when required, and provide trading team with support on a regular and ongoing basis. Required Qualifications: Bachelor's degree 2+ years experience in the financial industry, including wealth management, financial planning or estate planning. Preferred Qualifications: Series 65 Completion of CFP or CFA designation- CPA, JD, CHFC, or another approved advanced designation/degree Skills and Competencies: Ability to learn and adapt to ever-changing technology and systems environment. Proficient in developing wealth planning and investment recommendations and able to present to clients when applicable. Proficiency in all RM functions, plus: Ability to talk to clients independently. Ability to develop wealth planning and investment recommendations and present to clients when applicable. Demonstrate strong and effective leadership skills through clear communication and collaboration with others. Strong interpersonal and networking skills with both external clients and internal collaboration. Working knowledge of e-Money, Salesforce a strong plus. Ability to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial concepts to provide solutions. Strong attention to detail, exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Must accept and thrive in a fast-paced, changing environment. Tenacious about doing what is right for the client - always. Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Compensation: $85,000-$100,000 Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: Health, dental, and vision insurance - day 1! 401(k) savings and investment plan options with 4% match Flexible PTO policy Parental Leave Financial assistance for advanced education and professional designations Opportunity to give back time to local communities Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to **************************. Applicants must be authorized to work for any employer in the U.S.

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