Relationship manager jobs in Newton, MA

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

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.

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.

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 Skills Accountability, Analytical Skills, Client Service, Collaboration, Communication, Consultative Communication, Customer Engagement, Planned Giving, Relationship Management, Trusts **Anticipated Posting End Date:** 2025-12-31 Base 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 (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **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 (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)

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: *********************************************************************

At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business. Job responsibilities Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations. Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach. Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations. Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication. Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance. Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities. Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise. Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence. Required qualifications, capabilities, and skills Possess 10+ years in Financial Services, including affluent or complex relationship management and business development. Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business. Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships. Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning. Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service. The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided. Preferred qualifications, capabilities, and skills Hold a college degree or military equivalent. Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

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.

**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.

**Client Relationship Manager - Manufacturing** Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our industry-based, consultative approach helps companies evolve into modern businesses. By leading clients in using technologies crucial to modern enterprises such as IoT, artificial intelligence, digital engineering & cloud, we enable new business and operating models that unlock new value in markets around the world. Cognizant's unwavering focus on our clients is led by over 350,000 associates, who deliver services and solutions tailored to specific industries and the unique needs of the organizations we serve. **Overview** Client Relationship Manager plays a key role in our growth and are tasked with rapid business expansion within their assigned accounts, responsible for growth, health, and prospects of account relationships. The Client Partner is the end-to-end account owner responsible for overall account P&L and senior client relationships. We need a leader with extensive CxO level relationship building skills and executive connects, as well as a focus on revenues, operating margin, customer satisfaction, and employee growth and development. Must bring outstanding consulting skills and a deep appreciation of IT tools, techniques, systems, and solutions. **Key Responsibilities** · Drive profitable growth through identifying and leading all aspects of the closure of new, renewal, and expansion opportunities in the Manufacturing sector · Develop client engagement strategies and quantify costs of pursuit · Lead accountability against Measurable Revenue/Profit Growth within set timelines · Review the account metrics with the delivery, operations, and finance teams on regular basis · Be part of senior management reviews for the performance metrics of the account · Collaborate with multiple service lines, innovation teams and business teams in Cognizant to formulate a business plan and implement it at account level · Have regular meetings and collaborate with the customer decision makers and influencers · Responsible for execution and customer satisfaction in all the revenue portfolios · Identify and forge partnerships and tap into existing alliance partnerships of Cognizant to grow the account · Shape the thought leadership agenda · Actively drive execution of the innovation agenda for the portfolio · Focus on developing a plan to increase the visibility of Cognizant in the account relationship and in the Manufacturing industry **Required Experience** + Minimum 15+ years in the domain, in a client facing role or account leadership role, in an IT professional services or management consulting firm + Experience of leading diverse teams, experience of cultivating and collaborating in a multi-cultural environment + Strong experience with the global service delivery model + In-depth understanding of business problem domain, technology, and services solution domains for the targeted industry vertical + A strong performance track record of leading different portfolios-ranging from sales, new sales, programs, and existing annuity business + Ability to navigate a large organization, work in a multifaceted matrix and have the power of persuasion through content and confidence + The ability to conceptualize, analyze, build blueprint for business transformations and present solutions in the Manufacturing domain + Bachelor's Degree **Preferred Experience** + MS or MBA degree + Strong background in a project environment and application development + Proven ability to contribute to new business development efforts and to lead and manage multiple tasks in a dynamic environment + Must be detail oriented and able to manage and maintain all facets of complex assignments + Demonstrable problem-solving abilities with the aptitude to identify strategic solutions to business problems with enterprise-wide implications + Demonstrate the flexibility to work among diverse corporate environments, industries, and technical and non-technical audiences **Top Reasons to Join Our Team** Excellent compensation/benefits. A strong financial incentive package that includes a solid base salary with a highly attractive commission's plan. Further incentives include award programs, club trips, and excellent benefits package. Wide exposure to industry, product, and functional standard methodologies; as well as outstanding teams supporting your sales pursuits. Encouraging management team that rewards initiative & success. Exciting, industry leading practice where you can truly build a long-term career. Congenial, collaborative, and goal-oriented environment; the opportunity to work with and learn from a diverse, highly experienced team of business professionals. Tremendous opportunities for growth with a real career path promoting career advancement. **Salary and other Compensation** The annual salary for this position is between $170,000 - $220,000 depending on the experience and other qualifications of the successful candidate. This position is also eligible for Cognizant's discretionary annual incentive program and stock awards, based on performance and subject to the terms of Cognizant's applicable plans. **Benefits** Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: · Medical/Dental/Vision/Life Insurance · Paid holidays plus Paid Time Off · 401(k) plan and contributions · Long-term/Short-term Disability · Paid Parental Leave · Employee Stock Purchase Plan Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, based on applicable law. **Work Authorization** **Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future.** Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

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 Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. JOB DESCRIPTION SUMMARY: The mission is to be an integral part of the team and partner with sales and service colleagues to deliver a high level of service to our clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment. PRIMARY RESPONSIBILITIES: Manage day-to-day activities of client accounts including, but not limited to, policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client's insurance. Responsible for assisting in establishing and maintaining appropriate carrier relationships Maintain client files in AMS accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices. Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues. Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their resources. Responsible for coordinating service delivery for accounts as assigned including developing initial placement/renewal strategy Stay informed on regulatory changes Completes special projects as assigned Continually seeks opportunities to improve the firm, business segment and processes. Bring issues and discrepancies to appropriate leadership Serves as a mentor to colleagues as requested KNOWLEDGE, SKILLS & ABILITIES: Ability to forge relationships with key insurance markets and carrier representatives Strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites Must have strong Excel skills, ability to create and manage large spreadsheets of data Ability to analyze complex risk exposures, existing insurance coverages, and develop appropriate recommendations for clients and prospects Ability to work as part of a team of professionals and build relationships with other Firm business segments EDUCATION & EXPERIENCE: At least 4 years' of related insurance experience, or associated industry experience Obtain and maintain a state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain al required licenses within the first 90 days of employment) IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. #LI-JL1 #LI-HYBRID Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

United States The Vendor Relationship Manager will be accountable for performing those tasks which are required to enable and sustain our service vendors, contractors and partners. Those tasks include but are not limited to assisting in establishing and setting up these relationships, addressing issues and support requirements as they occur, providing both regularly scheduled and on-demand reporting and assisting in the creation and analysis of associated financials. This individual will monitor and analyze our vendors and programs to mitigate risk and ensure timely escalations. Regular reporting requirements will include monthly KPI's and enablers such as invoicing as well as the material required to support quarterly business reviews. The Vendor Relationship Manager will recommend and participate in the development of new methods and processes which are aimed at advancing the quality and value which our vendors deliver. This individual participates in the development and documentation of methods, techniques and standard operating practices for projects, programs, and people. The Vendor Relationship Manager supports and enables the Director of Service Excellence while also working with other functional areas such as Finance, Training, Tooling and Calibrations, Operations, Service Enablement and IT. **Essential Duties and Responsibilities:** + Provide business operations support on the systems, financial, administrative, or contractual aspects of the Service department and the contractors and partners that enable it + Perform financial and administrative activities including reporting, reviewing, estimating, approving invoices, analysis and forecasting for assigned tasks or projects. + Prepares, submits, and may explain periodic reports on areas of responsibility (such as detailed cost analysis, plans, and project results). + Evaluate current business processes and recommend corrective action plans for improvements. + Identify and implement continuous improvement initiatives to increase business efficiency. + Track, measure, and escalate performance issues and participate in the creation and implementation of countermeasures to reduce risks. + Provide input to training programs based on ongoing experience, process metrics and feedback from process users. + Analyzes financials, demand and usage information for vendors, contractors and partners of Service and provides input and recommendations on corrective and enhancement opportunities + May be responsible for leading cost reduction and/or special projects. + Ensure compliance with operational policies and standards. + Other duties as assigned by manager. **Qualifications:** **Education** + Preferred Minimum Non-Technical Degree: BA/BS Degree **Experience** + 3 to 5 years' experience in supporting an operations and/or service function in a for-profit business. + Experience developing reporting, KPIs and other metrics to evaluate effectiveness. + Experience in a regulated business environment is a plus + Experienced with Lean Six Sigma, ISO and FDA quality systems is a plus. **Skills** + Excellent task/project management skills with demonstrated ability to collaborate and escalate when necessary. + Excellent communication and interpersonal skills with the ability to influence others. + Extreme attention to detail and quality to drive accurate business decisions + High level skills with software such as Excel, business intelligence and data visualization platforms and the Microsoft Business Suite + Familiarity with business systems such as Oracle and Salesforce are a plus The annualized base salary range for this role is $87,600 to $136,900 and is bonus eligible. Final compensation packages will ultimately depend on factors including relevant experience, skillset, knowledge, geography, education, business needs, and market demand. **Why Hologic?** We are committed to making Hologic the company where top talent comes to grow. For you to succeed, we want to enable you with the tools and knowledge required and so we provide comprehensive training when you join as well as continued development and training throughout your career. If you have the right skills and experience,apply today! **Agency and Third Party Recruiter Notice:** Agencies that submit a resume to Hologic must have a current executed Hologic Agency Agreement executed by a member of the Human Resource Department. In addition Agencies may only submit candidates to positions for which they have been invited to do so by a Hologic Recruiter. All resumes must be sent to the Hologic Recruiter under these terms or they will not be considered. Hologic, Inc. is proud to be an Equal Opportunity Employer inclusive of disability and veterans.

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

Job Description World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Summary This position supports the Account Executive with responsibilities related to client management and retention Essential Duties and Responsibilities Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication Handling renewals, service requests, claims, billing and new policies Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures Review all applications, policies, endorsements and audits for accuracy Complete loss/claim analysis and summaries Coordinate expiration list with department manager to obtain renewal business information Qualifications Bachelor's degree or equivalent work experience, preferred 3-7 years minimum Personal Lines Account Management experience required Property & Casualty License required Valid driver's license and insurance, required Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point) Applied/Epic or similar agency management software experience, preferred. Able to work independently and enjoy a high degree of interaction with team members. Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines. Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance. The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information. Ability to maintain a professional demeanor and positive attitude Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department. #LI-KS1 Powered by JazzHR du RSv6EhVS

At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business. **Job responsibilities** + Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations. + Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach. + Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includesregularly engaging in in-person consultations with prospects and clients at their places of business and other locations. + Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication. + Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance. + Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. + Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities. + Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise. + Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence. **Required qualifications, capabilities, and skills** + Possess 10+ years in Financial Services, including affluent or complex relationship management and business development. + Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business. + Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships. + Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning. + Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service. + The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided. **Preferred qualifications, capabilities, and skills** + Hold a college degree or military equivalent. **Federal Deposit Insurance Act:** This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************* Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Boston,MA $150,000.00 - $150,000.00 / year

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