Relationship manager jobs in New Cassel, NY - 2,023 jobs

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work‑flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in‑depth understanding of how areas collectively integrate within the sub‑function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions. Provide regular value‑added engagement with clients-High touch, face‑to‑face meetings at client's preferred location, consistent communication, access to seminars, etc. Master referral opportunities to grow portfolio. Proactively source, acquire and expand high‑value customer relationship by maximizing sale and service opportunities. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client bonding. Acquire new clients through converting referral leads. Manage client follow‑up and adhere to all Regulatory and Compliance operating procedures. Ensure that KYC/AML and other compliance norms are strictly adhered to. Partner with all roles on branch team to ensure all clients have a positive in‑branch experience. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 5-8 years of experience Strong analytical and financial skills Strong verbal and written communication skills Organized with strong attention to detail Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self‑starter, problem solver and a goal‑oriented team player able to work without direction Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role. Insurance Group 1 required. Must obtain within 120 days of meeting all US FINRA Registration requirements if not already held. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education Bachelor's/University degree or equivalent experience Benefits In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Primary Location: Brooklyn, New York, United States Salary Range: $88,400.00 - $132,600.00 Anticipated Posting Close Date: Nov 26, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

The Global Client Success team members align themselves to the North America & Internal Account Executive teams to deliver value to Global accounts and ensure they have got the conviction to renew and grow their partnership with the conference business. This is a critical role that drives client retention and builds a strong foundation for growth. What you'll do Serve as primary point of contact for clients as it relates to client onboarding and maximizing the components of their sponsorship package whether virtual or live conference (logo, booth, registration, product literatures, promotional banners) Support assigned Global accounts sold by North America & International Account Executive (AE) teams Understand the sponsor products and act as trusted advisor during the course of an event cycle to assure best use of each purchased product offering Develop in-depth knowledge of the client's business, industry to drive meaningful engagement and strategically align to provide value-added interactions Partner with AE's to hold calls with Marketing & Sales power contacts to ensure a mutual understanding of client's goals, objectives, and measurements of success. Support AE in identifying potential new revenue opportunities Work with both North America & International AE teams to ensure consistency in value delivered to client across geographies Collaborate effectively with the wider conference business: operations, content, program management and marketing teams to enable the success of clients Partner with the Sales Organization to drive satisfaction, account retention and growth Support Account Executive through client renewal process by presenting on evidence of value received as confirmed by the client to be utilized in driving the renewal Partner with Content Liaison to ensure alignment of sponsor content to event content Participate in client facing meetings including quarterly business review's representing Gartner Conference's service value story and the strength of our sponsorships Cultivate and expand existing business relationships through frequent pro‑active client interactions to understand client's business, industry, and mission critical priorities Drive high client call activity to ensure timely on-boarding and pro‑active service delivery pre‑event, onsite and post‑event Evaluate and track the client experience at every conference allowing for improved processes and actions Provide evidence of value received as confirmed by the client to be utilized in driving the renewal Join Sales on client calls and meetings as needed to support sales or secure a renewal What you'll need Passionate about service delivery and driven by client success Strong business acumen Ability to receive, interpret and react to client requests in a customer focused manner and high degree of professionalism Highly organized with a strong attention to detail Excellent written and verbal communication skills including presentation skills and persuading others Ability to manage multiple deadlines, prioritize and work under pressure Ability to work independently and within a team Proficiency in the MS Office suite and G‑suite Willingness to travel and offer onsite event support to clients (travel to 4‑8 events a year) Willingness to travel to client facing meetings Bachelor's degree 3‑5+ years in account management or client Success Events experience preferred, not required Who are we? At Gartner, Inc. we guide the leaders who shape the world. Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission‑critical priorities. Since our founding in 1979, we've grown to 21,000 associates globally who support ~14,000 client enterprises in ~90 countries and territories. We do important, interesting and substantive work that matters. That's why we hire associates with the intellectual curiosity, energy and drive to want to make a difference. The bar is unapologetically high. So is the impact you can have here. What do we offer? Gartner offers world‑class benefits, highly competitive compensation and disproportionate rewards for top performers. In our hybrid work environment, we provide the flexibility and support for you to thrive - working virtually when it's productive to do so and getting together with colleagues in a vibrant community that is purposeful, engaging and inspiring. Benefits Gartner believes in fair and equitable pay. A reasonable estimate of the base salary range for this role is 70,000 USD - 97,000 USD. Please note that actual salaries may vary within the range, or be above or below the range, based on factors including, but not limited to, education, training, experience, professional achievement, business need and location. In addition to base salary, employees will participate in either an annual bonus plan based on company and individual performance, or a role‑based, uncapped sales incentive plan. Our talent acquisition team will provide the specific opportunity on our bonus or incentive programs to eligible candidates. We also offer market leading benefit programs including generous PTO, a 401k match up to $7,200 per year, the opportunity to purchase company stock at a discount, and more. Equal Opportunity The policy of Gartner is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, sex, sexual orientation, gender identity, marital status, citizenship status, age, national origin, ancestry, disability, veteran status or any other legally protected status and to seek to advance the principles of equal employment opportunity. Gartner is committed to being an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the Company's career webpage as a result of your disability. You may request reasonable accommodations by calling Human Resources at ***************** or by sending an email to ApplicantAccommodations@gartner.com. #J-18808-Ljbffr

We're on a mission to transform how go-to-market teams use data to drive revenue. But, this is just the beginning. Our vision is to bring the power of data to everyone including all sorts of non-technical users. In a short 24 months, we've accomplished an insane amount. We built the first Product-Led Sales platform for customers like Miro, Webflow, and Loom, created a 2,000 member community, and pioneered the Product-Led Sales category. We Series A backed by best-in-class investors (First Round & Coatue) and angel investors (COO Notion, CPO Figma, CRO Zapier, CEO dbt, COO Datadog, CEO Postman, CPO Adobe, etc.) The Pocus team is full of humble overachievers that like to move quickly, build for impact, solve incredibly tough problems…and have a ton of fun. About the role Pocus is powered by a custom distributed database that helps our customers ingest, transform and make sense of product data in a no-code way. The core platform team is responsible for improving the reliability, extensibility, and performance of this database, so that our customers can represent increasingly complex data relationships and turn those insights into revenue. We typically process multiple gigabytes of data every day and we expect that number to increase many fold in the coming months. What you'll do Pocus' infrastructure runs on AWS. We rely on Kubernetes and Docker for orchestration and containerization of our services. We use Typescript and Kotlin for writing code and communication happens via GraphQL. We use technologies like Clickhouse, Presto, Temporal etc. and have a strong bias towards using managed services wherever possible. As an engineer on the core platform team, you will Build a distributed data platform that is reliable and extensible: The data platform owned by this team forms the basis of everything that our app is built on. At a very high level, it includes: A data ingestion layer that supports data extraction from various warehouses, databases and CRMs A transformation engine that enriches this data with computed traits and last-mile modeling abilities A query engine that lets you filter and aggregate these transformed entities in milliseconds A workflow system that lets you export and act on these results via 3rd party connections like Outreach, Slack etc. or via web-hooks You will play a key role in making it feature-rich, stable, and scalable. Have complete autonomy: Extreme autonomy and ownership is how we move so fast. At Pocus, you will have the opportunity to influence every aspect of our product and technology. Work with best-in-class engineering practices: We take immense pride in the craft of our work. We don't skimp on things like code review, developer tooling, documentation, testing, etc. Join an incredible team at a magical time: We're at the beginning stages of explosive growth. Join a passionate, scrappy, and no-ego team of builders that will inspire you every day. What you bring We're a small team of 4 engineers and we like to move really fast. We're looking for someone who: Has 5+ years of experience building high scale distributed data systems in a cloud-native environment Loves working in small teams with a strong bias for action Is collaborative in a remote-first, async setting and is a strong communicator Has a knack for problem-solving and thinking from first principles Loves shipping early, learning from real world usage, and iterating Holds a high bar for quality and simplicity and takes pride in their work #J-18808-Ljbffr

Invest in Your Success with Mac Tools Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle. As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds. Key Benefits of Mac Tools Franchise Ownership Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada. Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more. World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters. Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc. Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world. Financial Flexibility: Explore various financing options to fit your needs. Financial Requirements To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options. Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases. Ready to Take the Next Step? Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise? Complete our quick mobile application to start your journey towards financial independence. Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand. Mac Tools , a division of Stanley Black & Decker Inc. 5195 Blazer Parkway Dublin, Ohio 43017

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value - and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2,500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: The Director, Client Delivery Lead is accountable for execution on the client project work prioritized to meet key client targets and outcomes. You will have a keen understanding of the SDLC to delivering projects in both waterfall and agile methodologies, and an ability to quickly assess impact and risk mitigation approaches across client programs. Working with peers, Account Executives, and technology teams in the organization, you will help achieve your clients' target outcomes within the overall Zinnia portfolio of programs. You will lead a team of Program Leads/Project Leads working to support your clients' initiatives and will drive adherence to key standards and practices to increase predictability in our delivery outcomes. WHAT YOU'LL DO: Support client discussions and planning activities to outline high level full year portfolio roadmap, driven by prioritized requests and client defined business value Work with Client Account Manager to prepare and facilitate strategic client planning sessions at least quarterly to prioritize work needed for client to achieve key business outcomes for the upcoming year Collaborate with peer Delivery Leads, Client Account execs, and internal Technical Lead resources to forecast resource demands and manage prioritization on a recurring and as needed basis by working with internal stakeholders Monitor and manage Client portfolio status, including delivery progress, project spend, cross projects dependencies, P&L, risks and issues Work with Program and Project Manager client teams to drive consistent use of defined reporting and dashboards for project tracking and proactive identification of risks to timelines, scope, budget and quality Act as the first point of escalation for project delivery, working to identify remediation steps with internal stakeholders including impact of remediation to overall Zinnia portfolio, and reporting back to client with mitigation plan Support periodic (at least monthly) leadership Client discussions, including key Zinnia constituents (Client Account Executive, others as needed) to assess key wins, areas of opportunity with resulting plan of action and readout in subsequent monthly Drive Client conversations on scope management with proactive data to reflect trends and options to meet targets based on priority of time, cost, scope Improve team performance by leading, mentoring, training, motivating, and building team cohesiveness, Work with the teams to continually improve project/program controls, methods and tools Drive contract review and approval process, working with internal legal teams and Client Account Exec team member prior to submission to Client Support Program and Project Manager client teams review and approve of billable effort/cost weekly, in addition to monthly invoice generation Participate in monthly finance discussions to review P&L by providing proactive information on potential project risks and mitigation steps actioned WHAT YOU'LL NEED: Bachelor's degree in business or a closely related field, Master's Degree preferred, or equivalent work experience. 10 plus years of Project Management Experience - CAPM, PMP or similar designation preferred 15 plus total technology experience Demonstrated ability to manage a project using a variety of methodologies (Waterfall, Agile, Scrum, Kanban, etc). 4-6 years in an Agile environment preferred Demonstrated understanding and experience within full software development project lifecycle in complex technical environments. Knowledge of project management tools and software such as Microsoft PowerPoint, Excel, Visio, SharePoint, Jira, etc. Experience with third-party system support with preference given to insurance / financial services platforms. Knowledge of IT systems, governance and compliance. Proven problem solving, decision making, analytical and organizational skills are required. Ability to tailor communications and influence critical decisions with a variety of stakeholders. Capability to work within broadly defined parameters. Strong results orientation, organization and management skills. Lead and focus the efforts of others to established goal. Effectively drive results with cross-functional teams in a matrixed organization. Experience with conversions and implementations. Mentor Technical Project Managers as required. Develop relationships, with a strong focus on communication and change management. Knowledge of annuities and life products PMI- ACP, CSM or equivalent preferred Able to travel a minimum of 10% of the time. WHAT'S IN IT FOR YOU? Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. The expected salary range for this position is $180,000 - $200,000, dependent on skills and location. The salary range is a good faith estimate based on what a successful candidate might be paid in certain Company locations. All offers presented to candidates are carefully reviewed to ensure fair, equitable pay by offering competitive salaries that align with the individual's skills, education, experience, training, and geographic location and may be above or below the stated amounts. We're looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at ************** for more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability. Notice for California residents: Information about how we collect and use your personal information can be found here #J-18808-Ljbffr

A leading financial institution is seeking a Managing Director in Private Banking. This role involves advising clients on wealth management and investment strategies while driving client acquisition. The ideal candidate has over 15 years of experience in financial services, a Bachelor's degree, and strong sales acumen. Join a collaborative team dedicated to providing outstanding client experiences and leverage extensive resources to achieve client goals. A competitive compensation package and benefits are offered. #J-18808-Ljbffr

This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines. Responsibilities Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee‑centric culture Required Qualifications Has proven success in consultative sales in financial services or in business-to-business sales Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers Is passionate about outside sales and enjoys spending time prospecting Wants to enhance existing relationships and exceed sales goals Can analyze financial conditions of clients and industry trends Can understand and interpret financial statements and cash flow analysis Has excellent communication skills and demonstrated leadership ability Enjoys partnering and negotiating with a team of bank employees to solve client issues Demonstrated management of a client portfolio with focus on relationship development and deepening Thorough knowledge of small business financial products and services Familiarity with CRM platforms and other banking systems Desired Qualifications Community leadership Strong computer skills with an ability to multitask in a demanding environment Undergraduate degree in business, finance or economics preferred or seven years relevant work experience Skills Client Experience Branding Client Management Client Solutions Advisory Customer and Client Focus Pipeline Management Credit Documentation Requirements Financial Analysis Oral Communications Prioritization Written Communications Coaching Interpret Relevant Laws, Rules, and Regulations Prospecting Risk Management. Minimum Education Requirement High School Diploma/GED or equivalent work experience Shift 1st shift (United States of America) Hours Per Week 40 Pay Transparency details US - NY - Brooklyn - 474 Fulton St (NY5615) Pay range $75,000.00 - $95,000.00 annualized salary, offers to be determined based on experience, education and skill set. This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics. Benefits This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. #J-18808-Ljbffr

About Us: We are Anyway: the learning-to-earning coach built to help the next generation explore what's possible. We're reimagining how young people figure out their next steps, blending youth insight with technology and industry connection to open up new possibilities and make informed decisions about their future. Our ecosystem brings together students, educators, industry, and government to make guidance feel more personal and pathways more visible, shaping a future where every young person can find their thing, in their own way. Role Overview: As the first US-based Customer Success Manager at Anyway, you will be pivotal in working with schools, districts, and partners to ensure our customers are achieving their goals. You will align our product to meet their needs, driving adoption, resolving challenges, and building long-term relationships that foster retention and growth. Key Responsibilities: Customer Engagement: Working closely with schools, districts and partners to understand their objectives and align our solutions to meet their goals. Onboarding & Adoption: Lead effective onboarding processes, ensuring customers are equipped to use our platform to its fullest potential. Relationship Building: Cultivate strong, long-lasting relationships with customers, acting as their trusted advocate and point of contact. Identify Opportunities: Continuously assess customer usage and identify opportunities for expansion and increased impact. Problem Resolution: Address and resolve any challenges customers may encounter, ensuring a seamless experience. Feedback Loop: Gather customer feedback and collaborate with our product team to enhance our offerings. Qualifications: Bachelor's degree in Education, Career Development, or a related field. 5-8 years in customer-facing roles, preferably in education technology or career development. Strong communication and interpersonal skills. Ability to thrive in a fast-paced environment. Proven track record of building and maintaining customer relationships. Proficient in using CRM tools and data analysis. Ideal Candidate Traits: To hit the ground running, you must have previous experience working with schools districts. Driven by purpose and motivated by the desire to make a meaningful impact in the educational sector. Comfortable navigating shifting priorities and fast-paced environments. Someone who values collaboration and open communication, contributing to a positive team culture. Eager to seek knowledge and embrace new challenges for personal and professional growth. Deeply invested in our mission and the positive changes we bring to students and educators. Work Environment: Hybrid role working 3 days a week with the team in the Brooklyn based office, increasing to 5 days on occasion as needed. Supportive and respectful workplace culture that values open communication. Opportunities for professional development and continuous learning. Join Us: If you are a passionate career advocate who thrives on collaboration and is committed to making a positive impact in education, we would love to hear from you! Apply now to be part of our mission at Anyway.

MS Shift is expanding-and we're hiring a motivated and customer-centric Customer Success Manager to help our clients get the most from our security and operations software suite. You'll be the face of MS Shift post-sale: leading onboarding, providing training, ensuring adoption, and driving customer satisfaction. This is a hands-on role where your communication and problem-solving skills will directly influence retention, renewal, and customer growth. Key Responsibilities Customer Relationship Management Serve as the main point of contact for assigned customer accounts. Build trust with key stakeholders and ensure customer satisfaction throughout the lifecycle. Conduct regular check-ins and quarterly business reviews. Upsell & Cross-sell Support Identify opportunities for account expansion and work with Sales to close deals. Position new features, modules, and services to existing customers. Track and report pipeline activities in Salesforce. Cold Calling & Prospecting Conduct outbound cold calls to re-engage dormant accounts or expand within existing accounts. Maintain a minimum of 240+ minutes of daily talk time (calls, demos, customer check-ins). Onboarding & Retention Guide customers through onboarding, ensuring a smooth setup and early adoption. Monitor customer health and take proactive steps to reduce churn. Escalate issues internally and ensure timely resolution. Demos & Training Deliver tailored product demos to prospects and customers. Conduct training sessions and webinars to improve product adoption. Create or share training resources to enable customer success. CRM & Reporting Use Salesforce CRM daily to log activities, calls, demos, and customer engagement. Maintain accurate records of upsell opportunities, renewals, and risks. Provide reports on account health and expansion opportunities. Internal Collaboration Work closely with Sales, Product, and Support teams to ensure seamless customer experience. Share customer insights and feedback to improve product and processes. Qualifications 5+ years of experience in Customer Success, Account Management, or Sales within a SaaS/Tech company. Experience with upselling, cross-selling, cold calling, and product demos/training. Strong working knowledge of Salesforce CRM (activity tracking, pipeline reporting, dashboards). Excellent communication, relationship-building, and problem-solving skills. Strong organizational skills with the ability to manage multiple accounts at once. Bachelor's degree in Business, Communications, or related field preferred. Key Performance Indicators (KPIs) Customer Retention & Renewal Rate Net Revenue Retention (NRR) Upsell / Cross-sell opportunities generated & closed 240+ minutes daily talk time Demo-to-adoption conversion rate Salesforce activity logging accuracy & timeliness Compensation & Benefits Competitive base salary. 10% sales commission on each ARR upsell. Performance bonus opportunities tied to customer success KPIs. Health, dental, vision, and retirement benefits. Career growth and professional development opportunities. MS Shift is an equal opportunity employer. We value diversity and do not discriminate based on race, religion, gender, sexual orientation, age, disability status, or veteran status.

A major financial institution in Stamford is seeking experienced professionals in Private Banking to manage client relationships, generate business results, and provide tailored financial advice. The ideal candidate has over six years of experience, a Bachelor's degree, and required licenses. The role offers competitive compensation, with potential for commission and a comprehensive benefits package, including health care coverage, retirement savings, and more. #J-18808-Ljbffr

For more Job Opportunities follow FINTRUST CONNECT here: FinTrust Connect: Jobs | LinkedIn Branch Manager I -Lyndhurst, NJ FinTrust Connect is excited to announce that we have partnered with a well-established community bank in search of a Branch Manager Lyndhurst, NJ branch. This candidate is responsible for managing the day-to-day operations of the branch, the internal sales process and customer experience. They are responsible for ensuring all policies and procedures are followed and that the branch staff practices sound risk management. This position is responsible for providing required reporting related to operations and control and adherence to income, expense, and budgetary guidelines and standards, as well as security of equipment and premises, financial controls, collections and loss handling, daily opening and closing procedures. Why this Opportunity? Culture: This bank values a strong team-oriented culture that prioritizes inclusivity and professional development. They believe in creating a supportive and collaborative work environment where all employees feel valued and empowered to reach their full potential. This institution is committed to fostering a positive and family-like atmosphere within the bank and to provide opportunities for career advancement and growth for their employees. Workplace (On-site, Hybrid, Remote): On-site in Lyndhurst, NJ Function: responsible for the cultivation and development of Centers of Influence (COIs) that refer profitable new business relationships Requirements: High School diploma. Minimum of 3 years of branch management/supervision experience preferred. Solid interpersonal skills, including listening, written and verbal communication. Ability to work with a wide variety of personalities in a courteous and professional manner. Solid math and analytical skills. Ability to understand and follow safety and security practices. Strong ability to build relationships through consultative conversations and to identify customer needs and translate those needs to sales opportunities. Strong customer service/advocacy skills. Solid organizational and time management skills Ability to effectively coach, develop and manage staff performance. Description: Manage and own all facets of day-to-day branch operations. Manage the successful execution of the internal sales process by all staff to drive results. Ensure all staff are providing an extraordinary customer experience by executing the bank's customer service behaviors. Ensure all staff are operating proficiently with regards to branch operations, policies and procedures and compliance. Actively participate in in local community and business events. Assist the Market Manager in creating the annual business plan for their financial center. Create, with the support of the Assistant Branch Manager, a monthly branch sales tactical plan to ensure sales goals are being met. Ensure the branch meets and exceeds corporate audit and compliance audit expectations. Responsible for managing branch profitability. Responsible for coaching and ensuring employee development process is conducted consistently on a monthly basis. Handle scheduling to effectively meet branch productivity and efficiency standards. Perform and review branch audits.

UNI Diamonds is on a mission to revolutionize B2B diamond trading through smart, AI-driven tools. We help diamond professionals get access to an extensive inventory, learn about market changes and insights using data, and sell using augmented reality technology. Our North America team is growing, and we are looking to add on-site Account Managers to help boost our success with US-based diamond wholesalers and retailers. As an Account Manager, you will be measured on driving revenue from trading on our platform, along with your ability to bring pipeline and more subscriptions. You will also be involved in shaping our go-to-market strategy and laying the foundation for a robust sales team and client base. Core Responsibilities Engage with our existing customer base to enhance trading on our platform, re-engage existing pipeline and discover growth opportunities from our book of business. Penetrate new markets in the US - proactively and independently approaching through outbound prospecting (calls, emails, LinkedIn, etc.). Qualify inbound and outbound leads based on defined criteria. Conduct discovery calls to understand customer needs and pain points. Maintain a pipeline of leads and manage follow-ups in a CRM system. Collaborate closely with the sales and marketing teams to align messaging and campaigns. Qualifications & Skills 3+ years of experience in diamond and jewelry wholesale / retail sales positions. GIA graduate is a plus. Outgoing, has the drive and enthusiasm required to do the role with a can-do mindset. A scrappy self-starter who can spot new opportunities unaided with a flexible, persistent, and assertive personality. Ability to work in a fast-paced environment and handle rejection in an-old school market. Excellent communication and interpersonal skills. Strong organizational and time management skills, and familiarity with CRM tools and sales engagement platforms. A team player, strong service driven approach. Bachelor's degree in Business, Marketing, Communications, or related field (or equivalent experience). What to expect: Employment Type - full time employee based at NYC This position requires frequent travel domestically, and outside of the US from time to time Competitive base salary, with the right incentives (60K-85K annually) Health, dental, vision and life insurance, 100% covered for the employee plus a very good cover for immediate family. 401(k) and Paid PTO Meaningful, purpose-driven work A supportive and inclusive environment The ability to help us determine the future direction of the company Opportunity to join a high growth start up and a fast-paced international, diverse, and collaborative team of professionals.

We are seeking a seasoned Regional Manager that will be primarily located in New York for our nationwide student housing portfolio at FOUND Study (******************** The ideal candidate will have extensive experience in dynamic sectors such as student housing, multi-family housing, hospitality, or senior living. This role requires exceptional organizational, communication, and leadership skills, along with a proven ability to develop innovative solutions. The Regional Manger will collaborate closely with Hawkins Way Capital (******************* and FCL Management (fclmgmt.com) leadership teams to strategize and develop long-term plans aimed at enhancing productivity and achieving success across our Midtown properties. Key responsibilities include collaborating with senior management at the Midtown properties to establish performance goals and long-term operational strategies, analyzing current processes to recommend improvements, and setting benchmarks and KPIs to maximize efficiency in departments such as engineering and housekeeping. The Regional Manager will also work with corporate and asset management teams to develop and adhere to financial plans, implement established policies and procedures, and ensure seamless transitions for new acquisitions or management contracts. In addition, the role requires managing vendor relationships for work performed in high-rise buildings, overseeing student housing operations with attention to safety and service standards, and navigating New York City's building permit process to ensure regulatory compliance and timely execution of projects. A minimum of 3-5 years of experience in a related field, with at least 2 years in a leadership role, is required. A bachelor's degree in business administration or a related field is preferred. Join us as we continue to grow and innovate in our industry. If you are passionate about operational excellence and have the vision to lead our team into the future, we encourage you to apply for this exciting opportunity. EOE.

We are hiring an experienced ‘Senior Account Manager' to further invest in our existing client relationships and new business opportunities You likely have at least 7 or more years of relevant experience between project and account management We are a distributed team working remotely (10am - 6pm EST) Bonus if you live in NY/Brooklyn but not a requirement We are open to considering applicants with higher levels of experience, but this is not an entry level or junior role If you believe you are more of a Project Manager, please consider applying to our General Application. We may open a round of hiring for a Project Manager soon, but it is not open yet and will start by reviewing candidates there. What we are looking for Client partnership:You have impressive experience partnering with your clients and your team on projects and ongoing retainers; from their successful completion to expanding a client partnership New business focus:You are experienced in overseeing proposals, meetings with potential clients, and have a genuine interest in continuing to develop this area of your career with a supportive team Website & digital project management background:You have past experience in project management of medium to large digital creative projects, particularly websites, in a relevant agency setting, equipping you to be a successful account manager and collaborator to project managers Nonprofit experience:You have experience of working with progressive organizations as your clients: nonprofits, foundations, and cultural institutions -otherwise, a genuine demonstrated interest in social impact Digital strategy background (a plus):Having past experience in directly advising clients on relevant digital strategy or related roles is a plus as a thought partner to clients, even if active strategy work would be carried out by strategists on the team Interest in developing the discipline:You are interested in contributing to our agency's account management standards, documentation, guides..etc. recognizing that account management is a team effort Benefits & Compensation Starting salary $80,000 to $120,000 commensurate with experience and may be adjusted based on your working location; with 5% to 20% of additional compensation as described below Up to 5% additional income through 401k employer match (after 3 months of employment) 10% to 15% of additional tentative income through discretionary end of year profit sharing and bonuses Generous health, dental, and vision insurance benefits Employer matched donations to causes you care about Flexible PTO in addition to federal and team-wide days off Remote work supported with occasional opportunities to get together Significant investment towards onboarding, training, and your career Room for growth towards Associate Director and Director level roles How to Apply We invite you to learn more about our culture, projects, and approach. Please spend time with our featured case studies on our website, check out our IG account@madeo_studio , and apply below to learn more about compensation and get started. Madeo Studio is an award-winning creative agency specializing in social impact work, creating brands, websites, and digital products for nonprofits and mission-driven startups. #J-18808-Ljbffr

FWD People is a full-service strategic marketing agency delivering meaningful and measurable results in the health and non-profit sectors. We take pride in being our clients' trusted strategic partner-staying ahead of the curve, and leveraging our expertise and foresight to help them navigate change and seize opportunities. We approach every challenge with a commitment to innovation, excellence, and empathy, and we seek the same qualities in our leaders. As a fast-growing, senior team, we're excited to welcome more forward-thinking individuals who will help us drive growth, foster positive change within our client's industries, and have fun along the way. We're looking for a Senior Account Manager who brings confidence, strategic instinct, and operational excellence to some of our most important accounts. You'll lead day-to-day client relationships, guide multi-workstream programs from insight through execution, and help shape the work with both strategic perspective and operational rigor. You'll also play a meaningful role in strengthening our processes, mentoring teammates, and contributing to organic and new-business growth. This role is ideal for someone who is equal parts relationship leader, strategic thinker, and operational anchor. Someone who anticipates needs, speaks the client's language, brings calm to complexity, and helps teams deliver high-quality work that moves the needle. If you love being the connective tissue between client vision and team execution - and you thrive in fast-paced, senior, collaborative environments - you'll feel right at home here. At FWD, we care deeply about our work and the people we work with. We take our no-jerk policy seriously. You'll thrive here if you bring ownership without ego, curiosity, a sense of humor, and a genuine commitment to building brands - and relationships - that matter. What You'll Do Lead client relationships with confidence and clarity. Act as a trusted partner to client teams, building strong relationships through strategic guidance, proactive communication, and clear, timely decision-making. Own and orchestrate complex, multi-stream projects. Drive the overall momentum of engagements - from initial strategic framing to day-to-day delivery - ensuring teams are aligned, risks are surfaced early, and work moves forward smoothly and predictably. Provide strategic POV and elevate the work. Bring sharp thinking, industry context, and a problem-solving mindset to help shape briefs, refine deliverables, and connect creative and strategic output to client goals. Manage financial performance. Monitor scope, staffing, burn, and forecasts with precision. Build smart estimates and partner with Operations to optimize utilization and keep projects financially healthy. Guide cross-functional teams. Motivate and coordinate multidisciplinary partners - strategy, creative, medical, digital, and operations - to deliver work that meets the highest standards of clarity, craft, and accuracy. Ensure operational excellence. Maintain rigorous project tracking, create timelines that work, manage regulatory workflows, and ensure all submissions and deliverables meet quality, compliance, and brand standards. Identify opportunities for organic growth. Spot patterns, anticipate future needs, and surface strategic opportunities that deepen relationships and fuel long‑term account growth. Contribute to agency growth and new business. Support pitch development, proposal writing, scoping, and positioning - bringing a thoughtful, solutions-oriented lens to new opportunities. Mentor and support teammates. Share best practices, model strong account leadership behaviors, and help cultivate a culture of clarity, ownership, and excellence across the Account team. What You'll Bring 7+ years of account management experience within a creative or strategic marketing agency - including experience supporting animal health, pet care, or adjacent clients. A proven ability to lead client relationships. You build trust quickly, speak with strategic authority, and guide clients through decisions with clarity, honesty, and calm. Strong strategic and business instincts. You understand the “why” behind the work, connect dots across business, market, and audience context, and help teams focus on what matters most. Expert project leadership. You know how to run complex programs, balance competing priorities, and keep teams on track in fast-moving environments without losing sight of quality. Financial acumen. You're fluent in scope, burn, utilization, staffing plans, forecasting, and the levers that keep projects healthy. Clear and persuasive communication. You articulate ideas succinctly, navigate sensitive conversations thoughtfully, and collaborate easily with senior leaders and cross-disciplinary partners. Adaptability and judgment. You make sound decisions in ambiguity, stay steady when things get messy, and model the kind of leadership that helps teams feel grounded. A collaborative, positive, solutions-first approach. You solve problems with curiosity, bring calm to pressure, and elevate the people around you. Interviewing at FWD People We believe in transparency and respect for your time. Our hiring process is designed to be open, fair, and as straightforward as possible, giving you a clear picture of what to expect while also giving us a chance to get to know you. Here's how it works: Initial Conversation: A friendly chat to learn about your background, goals, and what excites you about this opportunity (and in general). In-Depth Interview: A deeper discussion about your skills, experiences, and how you envision contributing to our team. Scenario Conversation: A collaborative discussion where we'll walk through a few real-world scenarios together. This is an opportunity to show us how you think through challenges, make decisions, and approach problem-solving. Final Interview: An onsite conversation with some additional folks on our team and leadership to explore how your unique talents align with our mission and values. We know that interviewing can sometimes feel overwhelming, which is why we're committed to keeping the process clear and communicative every step of the way. We're excited to learn more about you and appreciate you taking the time to get to know us! Working at FWD People We are a senior team that champions integrity, adaptability, excellence, and growth. Here, you'll collaborate with solution-focused colleagues to advance both our clients and our teams. Our office is located in Brooklyn Heights, and we offer a flexible hybrid work schedule. We value in-person collaboration and connection but also understand the importance of offering the flexibility to work from home. We are dedicated to creating a diverse, equitable, and inclusive workplace where everyone feels valued and respected. As an equal-opportunity employer, we welcome differences in race, gender, age, sexual orientation, disability, and more. We believe that diversity drives innovation and success, and we are committed to ensuring equal opportunities and fostering a culture of respect and collaboration. Benefits & Comp At FWD, we believe in supporting our team both personally and professionally. We offer excellent benefits, including 25 days off per year + 16 paid holidays, matching 401(k), medical, dental & vision, paid maternity & paternity leave, home office setup, yearly team retreats, and a comprehensive professional development program including executive coaching and a yearly professional development stipend. As we continue to grow, we enhance our benefits package to meet the needs of our team. The salary range for this role is $105,000-$115,000. This role is ideally based in NYC (Brooklyn) with a flexible hybrid work schedule. #J-18808-Ljbffr

1. /2. /3. /4. Senior Account ManagerOctober 1st# Senior Account Manager$75,000 - $100,000 USDFind remote customer support positions on Remote Jobs by HBTech. These roles involve helping customers through various channels, from email and chat to phone support. Discover opportunities to provide excellent customer service, troubleshoot issues, and build strong customer relationships while working from home.Full-Time**Senior Account Manager****The basics*** We are hiring an experienced ‘Senior Account Manager' to further invest in our existing client relationships and new business opportunities* You likely have at least 7 or more years of relevant experience between project and account management* We are a distributed team working remotely (EST 10am - 6pm)* Bonus if you live in NY/Brooklyn but not a requirement* We are open to considering applicants with higher levels of experience, but this is not an entry level or junior role* If you believe you are more of a Project Manager, please consider applying to our “General Application”. We may open a round of hiring for a Project Manager soon, but it is not open yet and will start by reviewing candidates there.**What we are looking for*** **Client partnership:** You have impressive experience partnering with your clients and your team on projects and ongoing retainers; from their successful completion to expanding a client partnership* **New business focus:** You are experienced in overseeing proposals, meetings with potential clients, and have a genuine interest in continuing to develop this area of your career with a supportive team* **Project management background:** You have past experience in project management of medium to large digital creative projects, particularly websites, in a relevant agency setting, equipping you to be a successful account manager and collaborator to project managers* **Nonprofit experience:** You have experience of working with progressive organizations as your clients: nonprofits, foundations, and cultural institutions - otherwise, a genuine demonstrated interest in social impact* **Strategy background (a plus):** Having past experience in directly advising clients on relevant digital strategy or related roles is a plus as a thought partner to clients, even if active strategy work would be carried out by strategists on the team* **Interest in developing the discipline:** You are interested in contributing to our agency's account management standards, documentation, guides..etc. recognizing that account management is a team effort**Benefits & Compensation*** Starting salary $80,000 to $100,000 commensurate with experience and may be adjusted based on your working location; with 5% to 20% of additional compensation as described below* Up to 5% additional income through 401k employer match (after 3 months of employment)* 10% to 15% of additional tentative income through discretionary end of year profit sharing and bonuses* Generous health, dental, and vision insurance benefits* Commuter benefits* Employer matched donations to causes you care about* Flexible PTO in addition to federal and team-wide days off* Remote work supported with occasional opportunities to get together* Significant investment towards onboarding, training, and your career* Room for growth towards Associate Director and Director level roles**How to Apply** We invite you to learn more about our culture, projects, and approach. Please spend time with our featured case studies on our website, check out our IG account @madeo\_studio, and apply on our website to learn more about compensation and get started.--- #J-18808-Ljbffr

About Latham & Watkins Latham & Watkins is a global law firm consistently ranked among the top firms in the world. The success of our firm is largely determined by our commitment to hire and develop the very best and brightest, creating a team that provides our clients with the highest quality of work and service. We are driven by our core values: respect, innovation, and collaboration. About the Role The Client Engagement Manager is an integral part of Latham's Business Development team. This role will be responsible for managing and enhancing the firm's global client relationships, while collaborating with the lead relationship partners and the core teams to develop, implement, and track annual plans, acting as a driving force to develop annual goals and supporting objectives, ensuring actions are agreed, allocated and delivered, and holding team members accountable. This role will be located in our New York office. Please note that this role may be eligible for a flexible working schedule that allows for a hybrid and in-office presence. Responsibilities & Qualifications Other key responsibilities include: Actively monitoring relationship maps, fostering regular dialogue with key contacts and develops new relationships across the client businesses, and liaising with internal stakeholders to coordinate client-specific activities as part of the “cohort” approach to the clients Developing and implementing account plans for the relevant portfolio of clients, leveraging industry research, partnering with our Tactical Opportunities team, and using competitor analysis to inform strategies Acting as a member of the department leadership team, driving agendas for internal team meetings, capturing and following up on action points, collaborating with other client team leaders and beyond to seek out and implement best practices for the client team portfolio Preparing regular financial and non-financial reports for clients and internal audiences, interpreting data to inform decision-making, collaborating with the Firm's commercial team to monitor financial performance, efficiently addressing challenges, and proactively suggesting augmentations to commercial terms Building and maintaining relationships with client contacts, identifying opportunities to add value to the client relationship, working to spot opportunities for revenue generation and leverage firm collateral to win work Protecting and maintaining any highly sensitive, confidential, privileged, financial, and/or proprietary information that Latham & Watkins retains We'd love to hear from you if you: Exhibit the ability to work both independently and collaboratively within a team Demonstrate excellent research, analytical, and project management skills Possess strong attention to detail and superior written and oral communication skills And have: A Bachelor's degree or equivalent A minimum of five (5) years of experience in a client relationship management role, preferably A minimum of seven (7) years of relevant cumulative experience Benefits & Additional Information Successful candidates will not only be provided with an outstanding career opportunity and welcoming environment, but will also be provided with a generous total compensation package with bonuses awarded in recognition of both individual and firm performance. Eligible employees can participate in Latham's comprehensive benefit program which includes: Healthcare, life and disability insurance A generous 401k plan At least 11 paid holidays per year, and a PTO program that accrues 23 days during the first year of employment and grows with tenure Well-being programs (e.g. mental health services, mindfulness and resiliency, medical resources, well-being events, and more) Professional development programs Employee discounts Affinity groups, networks, and coalitions for lawyers and staff Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute. Please click here to view the full job description for this role. Please click here to review your rights under U.S. employment laws. #MidSenior #LI-JB1 Pay Range USD $150,000.00 - USD $170,000.00 /Yr.

Nardello & Co., a leading global investigations firm, seeks a Client Relationship Manager to strengthen relationships with key clients and support business development initiatives. Reporting to the Chief Business Development & Marketing Officer in New York, this role is primarily focused on US activities with some global elements; requires a proactive, detail-oriented professional with experience in client development strategies, CRM management (Salesforce preferred), and stakeholder engagement. Key Responsibilities Develop and execute client relationship strategies and growth plans. Monitor client-related news and share updates internally. Identify cross-selling opportunities with Client Relationship Leads. Coordinate client training sessions, CLEs, and events. Manage client gifting programs and maintain client databases. Track expenses and ensure alignment with marketing budgets. Research and build targeted event lists. Analyze client data and prepare BD activity reports. Collaborate with Marketing, IT, Legal, and Operations on client initiatives. Qualifications Minimum of 57 years of client relationship or account management experience in global professional services; legal or investigations sector knowledge preferred. Demonstrated ability to develop and implement client development strategies in the US, international exposure a plus. Strong project management, communication, and organizational skills. Ability to work independently in a fast-paced environment. Proficiency in Microsoft Office; Salesforce experience highly preferred. Bachelors degree preferred. Additional Details Hybrid work environment; some travel required. Competitive compensation and benefits. Nardello & Co. is an Equal Opportunity Employer. Who We Are With offices in New York, London, Washington DC, San Francisco, Los Angeles, Hong Kong, Singapore, and Dubai, Nardello & Co. is a global investigations firm whose experienced professionals handle a broad range of matters including due diligence, anti-corruption and fraud investigations, civil and white collar criminal litigation and arbitration support, asset tracing, activist defense, political risk and strategic intelligence, digital investigations and cyber defense, monitorships and independent investigations, and compliance. Nardello & Co. enjoys a reputation as the best kept secret of leading law firms and financial institutions, Fortune 500 and FTSE 100 companies, high-net-worth individuals and family offices, governments, NGOs, sports organizations, and academic institutions who know that managing risk effectively requires choosing the best investigative partner. We believe that excellence starts with having the right people. Our professionals have spent their entire careers building and enhancing their expertise. Our professional team includes former US federal prosecutors, US and international lawyers, former law enforcement personnel and intelligence operatives, licensed investigators, research analysts, former journalists, financial crimes specialists, forensic accountants, and computer forensic experts. Our team is composed of proven performers who think creatively and strategically, adhere to the highest ethical standards, and are committed to excellence.

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! JOB OVERVIEW: The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advocacy for the client at all times. The Relationship Manager works independently and must be an excellent problem solver. This is a full-time exempt position. RESPONSIBILITIES • Become a trusted advisor and provide exemplary service in all aspects to our Private Clients. • Work as a team with other Private Client Relationship Managers and Account Managers, Private Client Associates, Private Client Advisors and EPIC Private Client leadership team. • Actively participate in thought leadership as EPIC grows and optimizes the private client practice • Provide mentorship and leadership to Private Client Associates • Develop cooperative and professional relationships with our carriers. • Manage renewal activity from start to close. • Deliver complete and accurate renewal reviews according to agency guidelines. • Look for sales opportunities by account rounding and selling additional coverage. • Assume ownership of customer concerns and feedback until completion. • Remarket accounts according to agency guidelines or at the request of the producer or insured. • Assist Private Client Advisors in initial discussions with prospective clients and the onboarding of new clients when needed. • Take on additional responsibilities. Manage projects as directed by EPIC Private Client Leadership. • Comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards. EDUCATION AND EXPERIENCE • College degree preferred, P&C Insurance License required • 5 + years Client Management Experience • Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc. • Sagitta (ATS) and ImageRight experience is preferred. SKILLS AND ABILITIES • Possess excellent written, verbal, and organizational skills. • Must be able to work within a team environment. • Account Executives are expected to avoid E&O situations. • Demonstrate a sense of urgency when responding to an inquiry. • Must possess the ability to multi-task and prioritize multiple projects. • Must possess attention to detail. • Must be punctual and reliable. • Must be able to keep information confidential. COMPENSATION: The national average salary for this role is $90 000.00 - $120 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. COMPENSATION: The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women's Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We're in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-TM1 #LI-Hybrid