Horticulturist / Account Manager
Relationship manager job in Huntington, NY
Company: Landscapes by Jeffco, Inc.
About Us:
Landscapes by Jeffco is a family-owned landscape firm specializing in high-end residential design, build & maintenance along with comprehensive lawn & plant health programs. We take pride in craftsmanship, client relationships and horticultural excellence across all divisions. After 40 years in business, our slogan, 'Our Bottom Line is Quality,' continues to set us apart.
Position Overview:
We are seeking a motivated horticultural professional who is ready to spearhead a dynamic role within a small, fast-paced company. An ideal candidate is passionate about plant health, detail-oriented, personable and capable of managing multiple responsibilities throughout the season.
Key Responsibilities:
Oversee and refine our lawn and plant health care programs.
Develop and implement an organic fertilization program.
Support daily operations and maintain communication with clients and crew (Managing Accounts).
Contribute to the continuous improvement of field practices and sustainability standards at Jeffco.
Renew annual contracts & build out contract proposals.
Other tasks/responsibilities as assigned.
Bonus: ability to plan and execute seasonal display installations.
Qualifications:
Degree or coursework in horticulture, environmental science, or related fields.
2+ years of professional landscape experience.
Strong understanding and interest in turf and ornamental plant care.
Capable of field management and hands-on work.
Detail-oriented communicator with leadership potential.
Clean record.
Bonus: Spanish speaking.
Compensation & Growth:
Competitive pay based on experience.
Paid time off.
Medical insurance.
Company phone & vehicle.
Retirement plans.
Supportive work environment emphasizing continued education and autonomy.
Please apply via LinkedIn or reach out to Jeff II at ****************************** with a brief introduction and your resume. We look forward to connecting!
Account Manager, New York Metro
Relationship manager job in Congers, NY
Inside Sales Account Manager to fill in the New York Metro Area Pay: First year on target total compensation is $120,000 with no cap ($70,000 base) but you must have the following sales capabilities:
You must have two years prior B2B sales success selling commodities into a highly competitive market.
Does this describe you? You thrive when selling commodities against well-known, trusted and embedded brands. You are a sales performer with a proven track record of hunting and developing new business. You have an optimistic outlook, listen and ask questions with ease. You have no problem handling rejection, developing strong relationships early, and would describe your selling style as consultative. You excel at cold-calling on the phone, reaching decision makers, value selling, handling objections and set high success goals. A self-starter, you have a strong sense of urgency, and can work independently alongside a small team in a satellite location. You are adaptable, unafraid of new technology, goal-oriented, organized, and have strong written and verbal communication skills. You're comfortable in an inside sales role with a primary objective of growing existing accounts. You like being held accountable for Key Performance Indicators and know that “time kills all deals”.
Prior success selling Industrial or Construction supplies to Construction Companies is helpful but not required.
Familiarity with NetSuite ERP is helpful but not required.
This position requires you to work in an office 5 days a week in Congers, NY.
Job type: Full time
Benefits
Great medical, dental & vision benefits
401(k) matching program
Generous paid time off and holiday policies
Team-first mindset
Career growth opportunities
_________________
We are Great Place to Work certified, with 98% of team members stating they are proud to work for PowerPak! We are always looking for ways to put "People First". To learn more, check out our Core Values here: ********************************
Sales Manager (Transportation & Logistics)
Relationship manager job in Farmingdale, NY
Sales Manager - Transportation & Logistics
Adecco Client Opportunity
Our client is expanding their transportation division and is seeking an experienced Sales Manager with a strong background in LTL and FTL services. This role will be responsible for developing the commercial strategy, building a sales team, and driving revenue growth within the NY and NJ market.
Position Overview
The Sales Manager will establish the foundation for a new sales function focused on transportation services. This includes designing sales processes, defining market direction, building new customer relationships, and developing scalable commercial solutions. The ideal candidate has previous experience building a transportation sales organization and leading high-performance teams.
Key Responsibilities
Build a commercial strategy for transportation services including pricing, market segmentation, and target accounts
Lead recruiting efforts for the sales team and provide ongoing coaching and development
Establish repeatable sales processes and customer engagement workflows
Develop relationships with shippers and secure new transportation business across LTL and FTL
Lead contract negotiations focused on profitable growth
Collaborate closely with operations to ensure smooth service execution
Evaluate industry pricing trends and market activity to refine commercial strategies
Create reporting tools, KPIs, and performance dashboards for sales metrics
Ensure compliance with transportation regulations and internal commercial guidelines
Required Experience
Experience building or scaling a transportation sales function
Proven ability to recruit, train, and manage sales professionals
Strong background negotiating transportation agreements with shippers
Able to balance strategic planning with active sales execution
Skilled in CRM platforms, sales workflow management, and TMS tools
Qualifications
Bachelor's degree in Business, Logistics, Supply Chain, or related area (MBA a plus)
7+ years selling transportation services (LTL and FTL required)
3+ years in a sales leadership role
Demonstrated success achieving revenue targets and developing new business
Solid understanding of pricing models, freight networks, and industry regulations
This position will have direct impact on shaping the transportation sales direction, establishing processes, and driving long-term commercial success. It offers substantial ownership and the opportunity to build something from the ground up.
Associate Client Manager
Relationship manager job in Rye Brook, NY
At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.
Work location: Rye Brook, NY
Salary Range: $60,000-$80,000 is what we expect to pay based on experience and qualifications.
Role Summary:
Associate Client Managers in the Private and Commercial Banking Group are key components in the single point of contact service model. ACM's will provide customer service, transaction support and general relationship maintenance for clients alongside providing administrative coordination and support to the banking group head and client managers in their banking group. Typical responsibilities include opening accounts, assisting customers with transactions, verifying customer information and documentation, fielding customer requests, consistently reviewing and adhering to bank policy, developing new bank business on a limited basis, providing support in the loan underwriting, documentation, and implementation processes, visiting clients, providing reports, and demonstrating products.
Key Skills:
* Customer service - being able to WOW our clients with the best service, treating them to feel as they are our ONLY client.
* Communication - strong verbal and written skills
* Multi-tasking - staying on top of multiple priorities with varying deadlines.
* Process orientation - being able to adhere to the bank's policies and processes for task completion.
* Being proactive - taking initiative and responsibility to resolve client problems under limited supervision.
Technology Strengths:
* Microsoft Outlook: primary communication method for internal and external clients
* Microsoft Word: drafting customer correspondence or memos
* Microsoft Excel: creating or updating client statements.
* Salesforce and nCino knowledge are a plus.
Must-Haves:
* At least 6 years banking experience - preferably in a business/commercial banking or private client setting
* A "can-do" attitude
* The desire to learn and grow in a fast-moving organization.
* The ability to occasionally travel to different work locations and client locations.
Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
We also provide "reasonable accommodations", upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.
Diversity Statement:
At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.
Auto-ApplyRelationship Manager
Relationship manager job in Shelton, CT
Description:
Relationship Manager, Trust Investment Solutions
Midwest Advisors, a nationally recognized investment advisory firm, is seeking to hire an experienced Relationship Manager. We offer the opportunity to join a fast-growing business unit, competitive salary, incentives, participation in a bonus pool and an outstanding benefits package.
Job Description:
The Relationship Manager is responsible for building strong relationships with the Trust Investment Solutions team's clients. This team delivers the firm's fiduciary-quality investment solutions and white-glove supporting services to community bank trust departments and independent trust companies throughout the country.
We are seeking an ambitious and experienced professional who will utilize superior client service and relationship building skills to retain and grow existing and new client relationships. This role is multi-faceted and requires a willingness to collaborate with a range of investment professionals within the firm to deliver our client-focused investment solutions and supporting services. This role is consultative in nature as it is focused on understanding each client's unique needs and developing a comprehensive plan to address their current and future business needs.
The Relationship Manager has the opportunity to leverage the team's exceptional reputation and experience in the industry to serve as a trusted resource for our clients. Must be able to develop and implement strategies to enhance client retention and sustainable growth through exceptional service and proactive communication. Success in this role is measured by the ability to help our clients serve their existing clients and grow their business.
Requirements:
Qualifications:
· Bachelor's degree
· 5-10+ years of relationship management experience in the financial services industry
· Extensive investment knowledge
· Strong time management and organization skills
· Excellent communication skills - interpersonal, verbal and written
· Strong work ethic - honest, reliable and disciplined
· Willingness to travel; Core hours are standard
· Proficient in Microsoft Office and CRM-related software
Work Schedule Expectations:
1. This is a full-time exempt position with a professional-level work schedule equivalent to 40 hours per week, generally aligned to Monday through Friday, standard business hours (e.g., 8:00 a.m. - 5:00 p.m.).
Due to the client-facing nature of Trust & Fiduciary Services, the position requires flexibility in scheduling, including adjusting hours as needed to meet client deadlines, attend meetings, or manage complex trust matters.
2. The role requires periodic travel to client sites, referral partners, and company offices.
3. Occasional early morning, evening, or limited weekend availability may be required for client meetings or events.
4. Actual hours worked may vary depending on business demands, but exempt status means the role is not eligible for overtime compensation.
Firm Description:
Founded in 1966, Midwest Advisors is an independent, privately-owned, fee-based registered investment advisor (RIA) which provides fiduciary-quality investment solutions to a broad range of clients. Please visit our website at ***********************
to learn more about the firm, our team and our services.
Branch Relationship Manager
Relationship manager job in Danbury, CT
Job Title: Branch Relationship Manager (Bi-Lingual)
Summary: The Branch Relationship Manager is responsible for successfully leading their branch sales and relationship building, including its daily operations, service quality, and financial performance. Works with group leaders and assigned staff members with service as a Bank-wide focus.
Key responsibilities include, team leadership, meeting/exceeding branch performance goals, managing all aspects of branch operations, maintaining a high level of service quality, producing accurate branch service quality, producing accurate branch reporting, branch compliance, branch security, assisting with sales/marketing activities and maintaining branch condition.
Branch and Personal Sales Performance Goals/Reporting
Achieve branch goals for customer satisfaction, account openings, deposit growth, loan origination, and referrals
Provide sales support to team utilizing sales coaching techniques to ensure established branch goals are attained
Open, cross sell, maintains existing accounts and products to new and existing customers; monitor sales for team daily
Take a proactive sales and service approach by following up with customers, making calls with an emphasis on setting appointments for other financial needs.
Assist in outside sales calls on local businesses as needed.
Work with assigned Community Development Manager, Mortgage, Commercial and Investment Representatives to meet required monthly referral goals
Review and monitor referrals in CRM and Excel
Proactively notify Retail Branch Support Manager of situations related to personnel, customers, competition and market trends that have the potential to affect future performance
Prepare and implement a cross-training plan with each staff member on products and services.
Work with staff on making recommendations for customers by using open-ended questions.
Expands branch network and sales opportunities by developing relationships with individuals and businesses throughout the community
Obtains appropriate approval for customer exceptions as required by the bank policy
Conduct bi-weekly one-on-one meetings with each employee to assess development needs
HR Management Functions
Partner with Branch Support Manager and HR in the interviewing process of new hire candidates
Monitor all performance and conduct periodic performance reviews/coaching sessions for staff members; review, approve performance reviews for direct and indirect reports
Complete performance reviews on time for each direct and indirect report. Submit to Branch Support Manager, or SVP Retail Banking for approval and delivery
Review incentive compensation for accuracy and communicate with employees on their progress
Add and review team feedback and provide action plans or performance improvement plans as needed
Review staffing needs to make sure branch is staffed properly during peak hours
Manage employee time and attendance by verifying time worked and approving time cards before weekly cutoff
Assist and support other branches for staffing as needed
Team Leadership/General Management
Follow all Bank policies/procedures
Is aware of and complies with CRA guidelines and policies, ethics policy, and the bank's non-discrimination policy; complies with banking regulations
Comply with all daily, monthly and quarterly security procedures
Perform and/or assist with all branch audits such as semi-annual Branch audit, safe deposit box audit, teller cashbox audits, marketing audits, etc.
Comply with BSA requirements relating to Suspicious Activity Reporting, Currency Transaction Reporting, OFAC and red flags
Coach staff to provide consistent customer service and how to recognize sales and cross-selling opportunities
Provide a minimum of one piece of valuable feedback in Threads two times quarterly for a team member or business partner
Consistently read feedback and follow up with relevant training, mentoring, encouragement and accountability for individuals on their team
Always demonstrates Banks Core Values
Assist fellow employees with enthusiasm and motivation
Maintains neat work area, follows the Banks Clean Desk Policy and assists team members to do the same
Strike a balance between individual work and delegation of assignments
Service/Branch Operations
Supervise the day-to-day operations of the Branch and ensures all team members have adequate skills and product knowledge
Delegate responsibilities and performing scheduling to efficiently service customer requests and manage periods of heavy traffic at the branch
Monitor team performance related to outstanding service that achieves high customer satisfaction and builds strong, long-term customer relationships
Maintain the condition of branch building and equipment, such as ATM's, including cleanliness, security and maintenance
Monitor customer complaints and record in the Complaint Tracker with resolution; provide reminders and training when needed for staff to bring complaints forward and track accordingly
Assist branch employees when needed
Provide on the spot customer service coaching as needed to assist team member with prof
Junior Relationship Manager
Relationship manager job in Newtown, CT
We are looking for a Client Facing Jr. Relationship Manager at our smaller office in Newtown, CT.
Salary + bonus $60-85k, +15% commission.
This position offers direct, defined path to grow in Financial Services. Beginning with 2 months of training you'll be given a book of business to manage comprised of established clients nationwide that is yours to grow and handle as you see fit with significant upside potential. This is open to training the right individual who is coming from Operations in Financial services non-client facing who wants a client facing position.
You'll have the opportunity to work supporting the senior stakeholders at institutional clients nationwide.
This firm is one of the leading providers of tech-enabled deposit and cash management strategies, serving banks, brokerages/RIA, wealth managers, leading banks, non-profits, and other institutions nationwide, with over $22B AUM.
They are employed owned since 2003,
innovative and named one of the "Best Places to Work in FinTech" by
American Banker
in 2024. This job will be based in one of the firms' offices in Northern Fairfield County
Salary & bonus dependent on experience. Superb benefits and flexible schedule
Requirements:
Bachelor's degree: Economics or Finance a plus
Must be willing to travel to and be based out their Northern Fairfield County office
Knowledge of fixed income markets, and familiarity with US short-term rate policy, a plus
Must be articulate, polished, and able to present to senior stakeholders
Willingness to travel to clients once per month.
Relationship Manager - Bellmore Ave and Peach Branch, East Meadow, NY
Relationship manager job in East Meadow, NY
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Auto-ApplyDealer Success Manager - Long Island/Queens
Relationship manager job in Islandia, NY
Job Description
Since our founding in 2012, Lotlinx has consistently pioneered advancements in the automotive landscape. We specialize in empowering automobile dealers and manufacturers by providing cutting-edge data and technology, delivering a distinct market advantage for every single vehicle transaction. Today, we stand as the foremost automotive AI and machine learning powered technology, excelling in digital marketing, risk management, and strategic inventory management.
Lotlinx provides employees with a dynamic work environment that is challenging, team-oriented, and full of passionate people. We offer great incentives to our employees, such as competitive compensation and benefits, flex time off, and career development opportunities.
Job Summary
The Dealer Success Manager supports our dealer base. They are responsible for interfacing with our dealers to build relationships, drive adoption of our platforms and our tools, and use data to recommend inventory strategies for success. They will generate new business and upsell our current customer base. Must be based in/near Long Island or Queens.
Key Responsibilities
Build and Maintain Relationships: Foster strong, long-term relationships with active dealers through weekly calls, monthly performance reviews communication and problem solving skills, providing tailored solutions for dealer success.
Serve as an Ambassador: Educate dealers on Lotlinx products, company, and best practices including risk inventory, channel marketing and market trends
Customer Success Reporting: Conduct regular meetings using data and reports (weekly, quarterly) to ensure optimal use of our platform, and setting up strategic campaigns to achieve dealer goals.
Retention and Churn: Assess and manage risks for each dealer to proactively prevent churn, driving retention and growing revenue.
Product/Service Updates: Identify and prioritize updates based on dealer feedback, industry trends, market dynamics, and competitor analysis using our tools.
New Business: Generate sales with new dealerships, increase our market penetration, and contribute revenue.
Current Customer Growth: Meet or exceed sales goals within an assigned book of business. Independently grow an assigned book of business
Qualifications
Bachelor's degree or equivalent experience
5+ years of sales experience preferred
Experience with presentation tools, Salesforce, and Outreach
Proven track record of sales success
Experience in the automotive industry is required
Existing in-market dealer relationships highly preferred
What We Are Looking For?
Proven Relationship Management: Proven track record of managing dealer relationships; dealer principles, dealer groups
Tech-Savvy: Ability to understand, interpret, and present data effectively using a consultative approach.
Quick Learner: Ability to grasp new concepts quickly, maintain an open mind for change, and proactively solve problems.
Excellent Communication: Strong communication and presentation skills, with a focus on listening for understanding and influencing outcomes.
Client Service Excellence: Proven track record of delivering outstanding client service.
Leadership Engagement: Expertise in interfacing with client contacts at various leadership levels.
Technical Presentation: Ability to effectively present Lotlinx platform and technology and respond to client requirements and requests with urgency.
Client Standards Understanding: Capacity to educate and consult with dealers and requirements related to offered products, features, and solutions.
Internal Communication: Ability to communicate client requirements to internal teams with urgency to ensure alignment.
High Integrity and Work Ethic: Self-starter with a strong work ethic, high energy levels, and a commitment to integrity.
Pay: $100,000 base salary + generous commission structure.
Benefits: Medical, Dental, Vision, Matching 401k.
Lotlinx is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Lotlinx is not currently able to offer sponsorship for employment visa status.
Lotlinx is headquartered in Peterborough, NH and has locations in Holmdel NJ, Manitoba, Ontario and British Columbia, Canada in addition to a large team spanning from the US to Canada.
Our success relies heavily on our customers but also our dedicated talent that continuously moves our platform forward. We value our employees, their abilities and seek to foster an open, cooperative, dynamic environment where the team and company alike can thrive.
Sr. Manager of CRM & Customer Insights
Relationship manager job in Irvington, NY
EILEEN FISHER creates simple, sustainable, timeless clothes designed to work together as a system. We make our clothes with intention, supporting people to build their wardrobe meaningfully each season. And we make our clothes to last-and then take them back through our Renew team to be reworn and loved again, or through our Waste No More team, to be remade into entirely new felted designs. We believe in the fundamental potential of every person-our employees, our customers and those who make our clothes-and are committed to cultivating conditions that empower people. It's all part of our commitment to doing business in a way that helps build a better industry. And a better future. EILEEN FISHER is a certified B Corporation, which means we voluntarily meet high criteria for social and environmental performance, accountability, and transparency.
Values Statement:
As a founder led Company, our values are deeply embedded in and shape our culture. Our values are a shared responsibility embodied in every position, and are intended to be woven into all that we do; how we approach our work and how we interact with one another. Our values support our commitment to Diversity, Equity + Inclusion, and our commitment to Sustainability guides us to protect our limited natural resources, fight climate change, support human rights and social impact, and inspire the fashion industry to embrace circularity.
We are authentic
We thrive in connection
We trust each other
We innovate through creativity
We are committed to the health of the whole
We are united by purpose
Position Summary:
*This is a hybrid position based in Irvington, NY*
We are seeking a dynamic and data-driven Senior Manager of CRM and Customer Insights to lead our customer relationship strategy and uncover deep consumer insights that fuel personalization, retention, and lifetime value across all channels.
You will play a critical role in shaping the customer journey, driving loyalty, and maximizing the ROI of our CRM and data initiatives-leveraging the power of Salesforce Data Cloud & Loyalty Management to unify and activate customer data at scale.
This role is ideal for someone with a strong blend of analytical skills, CRM lifecycle expertise, and a passion for using advanced data platforms to inform meaningful customer experiences in the fashion or retail space.
Key Responsibilities
CRM Strategy & Execution
Own and evolve the company's multi-channel CRM strategy to drive acquisition, engagement, retention and reactivation.
Partner with ecommerce, digital, and retail teams to make sure customers have a consistent, connected experience across all the touch points
Optimize the CRM technology stack-including Salesforce Data Cloud and loyalty platform-to support business goals and enhance personalization.
Partner with channel managers to identify customer segmentation needs and translate them into actionable segments using first party data for activation across online and offline marketing channels.
Partner with store leaders and the retail operations team to deliver customer dashboards that support personalized clientele and in-store engagement strategies
Customer Insights & Analytics
Build a robust customer segmentation and profiling framework using behavioral, transactional, and demographic data within Salesforce Data Cloud.
Leverage Data Cloud's real-time customer profiles and identity resolution to deepen understanding of consumer behavior and journey touchpoints.
Collaborate with internal stakeholders (product, merchandising, creative) to apply actionable insights to decision-making.
Design and oversee qualitative and quantitative research to uncover customer motivations and evolving needs.
Loyalty Program Ownership
Own and evolve EILEEN FISHER's loyalty program, ensuring it reflects our brand ethos while delivering measurable business impact.
Design loyalty initiatives that reward meaningful engagement and deepen emotional connections with the brand.
Analyze program performance (enrollment, engagement, redemption, ROI) and optimize based on insights and customer feedback.
Collaborate with product, retail, and tech teams to deliver frictionless loyalty experiences across all touchpoints.
Performance & Optimization
Define, track, and analyze key CRM performance metrics - including LTV, CAC, churn, repeat rate, RFM, and campaign ROI - to measure and enhance customer engagement and profitability.
Deliver actionable insights to the marketing and channel teams to improve and optimize performance across all touchpoints.
Build and maintain comprehensive customer health dashboards that visualize key trends, segmentation performance, and engagement KPIs.
Conduct deep-dive analyses of customer segments and campaign outcomes to identify growth opportunities and recommend targeted improvements.
Leverage Salesforce Data Cloud analytics, A/B testing, and predictive modeling to continuously refine segmentation, personalization, and communication strategies.
Present regular performance reports and executive dashboards to senior leadership, highlighting insights that drive strategic decision-making and business impact.
Leadership & Collaboration
Partner with IT, data engineering, and Salesforce teams to ensure data integrity, compliance, and accessibility across the Data Cloud ecosystem.
Influence cross-functional teams to prioritize customer-centric strategies and leverage unified data for personalization and growth.
Required Experience
5+ years of experience in CRM, customer marketing in omni channel, or customer analytics, preferably in apparel, fashion, or retail.
Proven track record of developing and scaling CRM strategies with measurable impact on revenue and engagement.
Strong experience with CRM platforms (e.g., Salesforce Data Cloud, Salesforce Marketing Cloud, Snowflake, Merkle, Iterable), CDPs and analytics tools (e.g., Tableau, Looker, PowerBI GA).
Deep understanding of customer segmentation, LTV modeling, and marketing attribution.
Strong analytical and quantitative skills; comfortable with SQL or other data query languages a plus.
Experience with loyalty programs, retention campaigns, and lifecycle marketing best practices.
Excellent communication, collaboration, and leadership skills.
The salary range for this position is $125,000 - 145,000/year depending on relevant experience.
EILEEN FISHER, Inc. is an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We are committed to recruiting, hiring, training and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status.
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Business Relationship Manager and Senior Governance Analyst
Relationship manager job in Harrison, NY
As a leading provider of insurance and reinsurance with worldwide operations and employees in Bermuda, U.S., U.K., Continental Europe and Asia, we recognize that our success is derived directly from those who matter the most: our people. At Sompo International, our values of integrity, collaboration, agility, execution and excellence underpin our culture and our commitment to providing an employee experience that attracts and engages the best talent in the industry. As we continue to grow, we strive to find diverse, innovative and driven professionals to join our teams and offer a broad range of career and development opportunities at all levels, in multiple business areas, in each of our locations throughout the world. Our compensation and benefits programs are market driven and competitive, with excellent family friendly policies and flexible working provisions.
Job Description
Business Relationship Manager and Senior Governance Analyst, New York, NY. Manage the business relationship between our parent company and our company as it relates to IT; ensure adherence to AI governance frameworks by overseeing the implementation of AI solutions, ensuring compliance with relevant laws, regulations, and ethical standards, and regularly reporting to the AI Committee on governance status and compliance; ensure that group entities have a structured IT Governance framework in place and regularly report to our parent company on governance status and compliance. Must possess bachelor's or foreign equivalent degree Computer Science, Mathematics, Physics or Engineering plus 5 years progressively responsible work experience governance analysis and IT governance frameworks in Japan. Salary $156,645. Apply with Sompo International Services at ******************************************************
Auto-ApplyClient Account Manager
Relationship manager job in Ronkonkoma, NY
About Us
Agility Billing Services, LLC is a leading medical billing company specializing in out-of-network billing and the federal Independent Dispute Resolution (IDR) process. We help healthcare providers maximize reimbursements while ensuring compliance with industry regulations. Our team is dedicated to providing expert billing solutions and superior client service.
Job Description
We are seeking an experienced Client Account Manager to manage multiple client relationships while overseeing complex medical claims, adjustments, and appeals. The ideal candidate will have a strong background in out-of-network billing, claims negotiations, and the IDR process, along with excellent communication skills to professionally represent our company to clients and payers.
Key Responsibilities
Serve as the primary point of contact for assigned healthcare provider clients.
Manage high-level claims adjustments, appeals, and negotiations with insurance payers.
Oversee and track the federal IDR process, ensuring timely submissions and responses.
Analyze out-of-network claims and identify strategies to optimize reimbursement.
Communicate complex billing and payment issues to clients in a clear, professional manner.
Coordinate with internal billing teams to ensure efficient claim resolution.
Provide regular reports and performance updates to clients.
Maintain compliance with industry regulations, including No Surprises Act requirements.
Qualifications
3+ years of experience in medical billing, revenue cycle management, or healthcare claims processing (out-of-network experience preferred).
Strong understanding of claims adjustments, appeals, and dispute resolution processes.
Experience with the federal IDR process is highly preferred.
Ability to manage multiple client accounts and prioritize tasks effectively.
Excellent verbal and written communication skills; able to present professionally.
Proficiency in medical billing software and EHR systems.
Strong analytical and problem-solving skills.
Knowledge of health insurance regulations and reimbursement methodologies.
Why Join Us?
Competitive salary and benefits package.
Opportunity to work with a growing and specialized medical billing team.
Supportive and collaborative work environment.
Career growth opportunities in the evolving healthcare billing industry.
Auto-ApplyClient Account Manager
Relationship manager job in Stamford, CT
The Company
Albourne is an industry leading investment consultant with offices around the globe. Our firm of 630+ employees provides advisory services to investors, including institutional investors, financial intermediaries and family offices, on over $700 billion of alternative investments across the liquidity spectrum. We specialize in Hedge Funds, Private Equity, Real Assets, Real Estate and Dynamic Beta.
Albourne empowers its clients by providing Portfolio Advice, Research (Investment, Operational and Quantitative due diligence), Analytics (data and tools) and Implementation (middle and back office) services. We are committed to non-discretionary advice, fixed fee pricing and independence.
Albourne strives to be a sustainable company with three main goals: 1) Aspiring to be a multi-generational firm with broad internal ownership and a Partnership structure; 2) Treating our employees and clients fairly; and 3) Advocating for positive change for its benefit and for the alternative investment industry - best practices have always been a defining part of who we are.
Please click here to view Albourne America's privacy policy.
The Role:
We are looking for a professional client service individual to join our Portfolio team in our Stamford, CT office. As a Client Account Manager, you will be the conduit through which Albourne provides investment advice to its clients including interacting with them on a daily basis. The Client Account Manager acts as the liaison between Albourne and its clients while supporting those who advise sophisticated investors regarding complex investments in alternative asset classes.
Responsibilities:
Act as the daily liaison between clients and Albourne to ensure the delivery of advisory services
Arrange for and participate in regular conference calls and face to face meetings between clients and Albourne analysts or external Investment Managers
Ensure client deliverables are prepared, reviewed and presented to clients in a timely and accurate manner, to meet deadlines imposed by management and clients. If circumstances hinder the ability to meet a deadline, effectively and proactively communicate this with management and clients
Ensure the internal database and knowledge management system are maintained with up to date information on the clients
Manage new client account set up and provide training of Albourne's systems and tools to assigned clients through online and in person demonstrations
Monitor and maintain internal Albourne listings known as client due diligence requests, budgets, and client preferences
Actively participate in the planning and execution of Albourne Client Events as requested. Participate in the promotion and registration of such events
Work with the wider portfolio group to contribute ideas on how best to service clients based on an understanding of the client's business
Gain in depth knowledge of the clients' interests to identify cross selling opportunities in coordination with the marketing team
Partner with Portfolio Analysts to prepare portfolio, strategy, and fund level research for clients e.g. summarizing salient points from Albourne research pieces as requested by clients
Proactively highlight new Albourne research to clients based on the team's knowledge of their current and/or potential portfolio(s)
Responsible for monthly feedback regarding client interactions and satisfaction
Be fluent in Albourne industry initiatives to independently explain our positions, garner feedback and liaise with the appropriate Albourne representative to implement any change
Report potential conflicts to and work with compliance to ensure appropriate disclosures appear on research reports
What we're looking for:
Bachelor's degree from an accredited college/university required
Strong literacy in Microsoft Office
Proactive self-starter and proficient in time management & multi-tasking skills
Professional demeanor and strong interpersonal skills
Abide by the Client Group policies and procedures as well as the Albourne Group's policies and procedures including but not limited to compliance and database filing
Attendance at company events as requested
Adherence to the Compliance Manual and other Albourne Policies and procedures
Benefits & Perks:
Comprehensive Compensation and Benefits Package
Fully paid Medical and Dental PPO
Fully paid Basic Life and AD&D
401k & FSA
Hybrid work schedule
Everyday Wellness, weekly yoga and fitness
Free Gym Membership near the office
30 days paid time off each year including Vacation and Holidays
Job Pay Transparency: $60,000 to $75,000/year
Job Type: Full-time
Location: Stamford, CT
Work authorization: Must be eligible to work in the United States. Visa sponsorship is not available for this position.
Albourne America LLC is an Equal Opportunity Employer. It is the policy of the company to provide equal opportunity for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, national origin, ancestry, gender identity, physical or mental disability, age, medical condition, veteran or marital status, or any other characteristic protected by federal, state or local laws.
Senior Manager, Client Insights (Hybrid: Shelton, CT)
Relationship manager job in Shelton, CT
Let's be unstoppable together! This role has a hybrid work schedule in Shelton, CT approximately 1-2 days a week. At Circana, we are fueled by our passion for continuous learning and growth, we seek and share feedback freely, and we celebrate victories both big and small in an environment that is flexible and accommodating to our work and personal lives. We're a global company dedicated to fostering inclusivity and belonging. We value and celebrate the unique experiences, cultures, and viewpoints that each individual brings. By embracing a wide range of backgrounds, skills, expertise, and beyond, we create a stronger, more innovative environment for our employees, clients, and communities. With us, you can always bring your full self to work. Join our inclusive, committed team to be a challenger, own outcomes, and stay curious together. Circana is proud to be Certified by Great Place To Work. This prestigious award is based entirely on what current employees say about their experience working at Circana.
Learn more at ****************
What will you be doing?
The Senior Manager, Client Insights will have the opportunity to work on-site at a leading CPG manufacturer in Shelton, CT. This position is hybrid (expectation is 1-2X per week). Collaborate with our clients as a trusted advisor to uncover meaningful insights that impact and improve their business. You will be working with big data, particularly Point of Sale (POS) and Shopper and Consumer data, to proactively identify key business insights, and recommend action steps to directly impact client bottom line.
Job Responsibilities
Analytic Capability:
* Use a systematic approach to solving problems that involve breaking it into smaller pieces, tracking the implications of situations, generating multiple alternatives
* Approach client with coherent, actionable and fact-based data/recommendations appropriate to their business needs
* Continually provide analytical solutions and business insights to address any business gaps and/or opportunities and create value for the client
Impactful Presence:
* Demonstrate strong interpersonal communication and presentation skills; present a professional image
* Become trusted by client, Circana client solutions teams, and Circana cross functional organizations
Client Focus:
* Consistently act with client satisfaction in mind and follow through on commitments to ensure the needs of the client are met
* Develop and maintain a deep understanding of customer needs and requirements
* Help customers identify solutions to problems they did not know they had
* Track and organize multiple work streams against multiple clients, and manage time and resources against changing priorities
Requirements
* 3+ years of experience with syndicated data, analytics, category management, or related fields
* Marketing and/or sales with a premier Consumer Packaged Goods (CPG) company or other companies using syndicated or POS data. Familiarity with syndicated data platforms (Nielsen, Circana, Numerator, etc.) across POS and Shopper Panels highly desirable
* Demonstrated expertise in translating data and analysis into relevant implications
* Strong project management and process skills
* Proficient technical skills; advanced knowledge of Excel and PowerPoint including ability to use graphs, lookups, and pivot tables
* Able to engage in consultative manner with clients when helping solve/manage content deliverables
* Build strong working relationships with cross-functional partners to understand trends and opportunities for improvement, address customer needs, & identify pain points.
Circana Behaviors
As well as the technical skills, experience and attributes that are required for the role, our shared behaviors sit at the core of our organization. Therefore, we always look for people who can continuously champion these behaviors throughout the business within their day-to-day role:
* Stay Curious: Being hungry to learn and grow, always asking the big questions.
* Seek Clarity: Embracing complexity to create clarity and inspire action.
* Own the Outcome: Being accountable for decisions and taking ownership of our choices.
* Center on the Client: Relentlessly adding value for our customers.
* Be a Challenger: Never complacent, always striving for continuous improvement.
* Champion Inclusivity: Fostering trust in relationships engaging with empathy, respect, and integrity.
* Commit to each other: Contributing to making Circana a great place to work for everyone.
Location
This position can be located in the following area(s): Shelton, CT. (on-site approximately 1-2 days a week)
Prospective candidates may be asked to consent to background checks (in accordance with local legislation and our candidate privacy notice ) Your current employer will not be contacted without your permission.
The below range reflects the range of possible compensation for this role at the time of this posting. We may ultimately pay more or less than the posted range. This range may be modified in the future. An employee's position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. The salary range for this role is $67,000.00 to $88,000.00 USD.
This job is also eligible for bonus pay. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance and 401(k) to eligible employees.
An offer of employment may be conditional upon successful completion of a background check in accordance with local legislation and our candidate privacy notice. Your current employer will not be contacted without your permission.
You can apply for this role through methods such as our Careers website link and/or Intranet site for internal candidates. This role is subject to AI-assisted screening. Circana uses artificial intelligence (AI) to assess resumes for alignment with job requirements by helping locate details in resumes that relate to the job description.
The anticipated application deadline for this position 10/15/2025.
#LI-CA1 #IND1
Merrill Market Client Relationship Manager
Relationship manager job in Stamford, CT
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
Responsibilities:
* Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
* Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
* Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
* Oversees the client service experience and reviews the approval of new client accounts
* Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
* Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
* Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
* Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
* Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
* People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
* Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
* Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
* Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Specific responsibilities include, but are not limited to:
* Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
* Managing the branch's Wealth Management Client Associates and Service Support Staff
* Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
* Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
* Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
* Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
* Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
Required Qualifications:
* Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
* Minimum of 5+ years professional experience
Key Qualifications for the role:
* Current or previous Merrill Wealth Management experience strongly preferred
* Self-motivated and client centric
* Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
* Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
* Prior trend analysis experience
* Strong customer service and communication skills
* Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
Desired Qualifications:
* Bachelor's degree or equivalent work experience
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Skills:
* Compensation Analysis
* Performance Management
* Process Performance Management
* Referral Management
* Workforce Planning
* Due Diligence
* Internal Audit Review
* Leadership Development
* Recruiting
* Risk Management
* Client Management
* Customer Service Management
* Employee Counseling
* Succession Planning
* Trade Operations Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
Business Relationship Manager Senior Deepening -Vice President
Relationship manager job in Harrison, NY
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.
**Job Responsibilities**
+ Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
+ Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
+ Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
+ Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
+ Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
+ Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
+ Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
**Required qualifications, capabilities, and skills**
+ Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
+ Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
+ Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments
+ Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently
+ Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
+ Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
+ Balance needs of clients with associated risks and interests of the firm
**Preferred qualifications, capabilities, and skills**
+ Bachelor's degree in Finance or related field, or equivalent work experience
+ Minimum of 3 years' managing clients >$10+MM revenue
+ Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
+ In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
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**
West Harrison,NY $123,500.00 - $188,000.00 / year
Security Client Manager - White Plains
Relationship manager job in White Plains, NY
Allied Universal , North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve.
Job Description
Allied Universal is hiring a Security Client Manager, based out of our White Plains, New York branch.
As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience.
RESPONSIBILITIES:
Caring Leadership, Client Engagement, and Operational Oversight:
Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio
Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability
Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets
Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction
Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements
Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries
By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization.
QUALIFICATIONS (MUST HAVE):
Must possess one or more of the following:
Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization
Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization
High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization
Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events)
Minimum of two (2) years of experience driving operational goals
Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results
Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction
Proficiency in web-based applications and computer systems, including Microsoft Office
Knowledge of safety protocols and service deliverables
Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting
Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently
Excellent oral and written communication skills
PREFERRED QUALIFICATIONS (NICE TO HAVE):
Law enforcement, military and/or contract or proprietary security services experience
Experience managing a dispersed workforce in a multi-location operation
Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations
BENEFITS:
Medical, dental, vision, basic life, AD&D, and disability insurance
Enrollment in our company's 401(k)plan, subject to eligibility requirements
Eight paid holidays annually, five sick days, and four personal days
Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.
Salary: $70,000 / year
Closing
Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: ***********
If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices.
Requisition ID 2025-1473830
Auto-ApplyRelationship Manager Senior
Relationship manager job in Melville, NY
*Long Island Branch or 400 Park Avenue Branch* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings.Will have a clearly defined business development plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition of new relationships as well as retention and expansion of existing relationships in their own client portfolio and will actively work with other areas of CNB to ensure exemplary service for clients. Key measures of success include acquisition of new personal and new small business clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and community presence activities that generate the aforementioned volumes and represent City National with polished professionalism.This person will actively work with other areas of CNB to ensure exemplary service for clients. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.
WHAT WILL YOU DO?
* Acquire & deepen client relationships - generate new business and consumer client relationships within assigned client segments and expand relationships to become our client's main bank option.
* Manage a portfolio of existing clients and actively deepens client relationships through cross-selling efforts. Develops and maintains relationships within the internal CNB community to facilitate service issues and opportunities for clients and prospects.
* Deliver an exceptional & consistent client experience - ensure client needs are met, escalations resolved appropriately, & consistent delivery centered on key areas of client needs.
* Improve Sales & Banking Acumen - committed to continuously developing stronger banking acumen and sales practices through collaboration with SME colleagues, leveraging internal training resources, and required job family curriculum.
* Capture holistic view of client's needs - draw insights from data to provide sound financial advice (strategies, products / solutions); conduct discovery activities with existing clients to grow current book e.g., deposits, investments, credit.
* Business & Risk Management - maintain awareness of updates to policies and procedures, stay within delegated lending authorities. Ensures that decisions made are consistent with all Bank policies and procedures, as well as applicable regulations, and that the risk associated with those decisions can be effectively managed.
* Partnering with a collaborative mindset - partnering to meet client needs by introducing them to the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach.
* Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service.
* Maximize client contact - networking & being visible in the community, representing the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.
* Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
* Client Centricity & Relationship Management - to understand a client's realities and growth ambitions, empathize with their challenges, earn trust and steward the relationship through advice & solutions catered to their unique and evolving focuses.
* Business Development - nurture existing client relationships, create new connections and win new business through best practices, networking and building relationships.
* Collaboration - collaborate with partners in PBB (GRM) and other divisions to win business and find the home best fitting the client and progress towards shared goals.
* Communication - actively, openly and effectively listen to understand client needs and articulately convey CNB products' value proposition.
* Critical Thinking - ability to analyze situations and translate them into insights that are used to make informed decisions and provide tailored advice for each client's individual situation.
* Adaptability - manage ambiguity and be able to quickly pivot to advise clients as necessary.
* Self-Organization & Effectiveness - ability to use tools and best practices to prioritize the right activities and deliver a consistent and exceptional client experience.
* Professionalism - conduct business in a highly proficient, polished manner fitting expectations of Preferred clients such as corporate executives.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 5 years of direct sales experience required.
* Minimum 5 years of experience in a financial institution required.
* *Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act.
*Additional Qualifications*
* Banking Products for Personal & Business clients - deep knowledge of CNB's offering, particularly those catered to Preferred, personal, or small business clients.
* Regulatory / Compliance - strong understanding of the regulatory environment CNB operates in to manage risk and ensure compliance (includes deep knowledge of CIP and KYC)
* Economic Environment - understanding of the economic environment and its impact on clients.
* Personal & Business Financials - review financial statements to fully understand a client's financial health and advise accordingly.
* Negotiation - ability to maintain a profitable relationship, balancing bank and client needs.
* Policy & Procedures - knowledge of CNB's policies, procedures & regulatory obligations
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $78,970 - $126,140 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#CA-MD
\#LI-MD
Personal Lines Client Manager - Farmingville, NY
Relationship manager job in Farmingville, NY
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
Compensation
This position is located in New York. The base salary for this position at the time of this posting may range from $55,000 to $60,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details.
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.
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Client Accountant
Relationship manager job in Stamford, CT
Shape Your Future With Us General Re Corporation, a subsidiary of Berkshire Hathaway Inc., is a holding company for global reinsurance and related operations, with more than 2,000 employees worldwide. It owns General Reinsurance Corporation and General Reinsurance AG, which conducts business as Gen Re.
Gen Re delivers reinsurance solutions to the Life/Health and Property/Casualty insurance industries. Represented in all major reinsurance markets through a network of 38 offices, we have earned superior financial strength ratings from each of the major rating agencies.
Gen Re currently offers an excellent opportunity for Client Accountant to work in the North America P&C Operations team based in our Stamford office. This is a hybrid role
Role Description
The Client Accountant serves as the primary accounting contact for the Client and Treaty Business Units. This role involves frequent interaction with multiple departments and senior management to deliver analysis and early-warning intelligence regarding client experience.
Primary Responsibilities
Manage all aspects of clients' assumed account processing and analysis;
Review and validate client cessions for compliance with contract terms & conditions;
Reconcile and register premium & bulk losses, collect & apply cash, analyze premium volume changes & ageing balances
Calculate & prepare statements for adjusted commission and/or premium
Calculate and invoice for reinstatement premium, if applicable
Draft client reporting/ billing formats and remittance instructions in accordance with contract terms
Review and analyze earnings, estimates, premium volume growth, and overdue receivables
Build & maintain strong working relationships with other Gen Re business and service unit
Role Qualifications and Experience
Working knowledge of the insurance/reinsurance industry preferred
Proficiency in Microsoft Office Suite, especially Excel
Strong written and oral communication and strong interpersonal skills
Organizational ability and attention to detail
Team-oriented mindset with ability to collaborate effectively
Ability to work under time constraints and manage multiple priorities
Strong math/analytical skills
Experience with SAP, FS-RI, FS-CD a plus
Self-starter with a strong work ethic and ability to multitask
Commitment to continuous learning and professional development, including pursuit of relevant designations, as appropriate
Salary Range
63,000.00 - 84,000.00 USD
The annual base salary range posted represents a broad range of salaries around the US and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
Our Corporate Headquarters Address
General Reinsurance Corporation
400 Atlantic Street, 9th Floor
Stamford, CT 06901 (US)
At General Re Corporation, we celebrate diversity and are committed to creating an inclusive environment for all employees. It is the General Re Corporation's continuing policy to afford equal employment opportunity to all employees and applicants for employment without regard to race, color, sex (including childbirth or related medical conditions), religion, national origin or ancestry, age, past or present disability , marital status, liability for service in the armed forces, veterans' status, citizenship, sexual orientation, gender identity, or any other characteristic protected by applicable law. In addition, Gen Re provides reasonable accommodation for qualified individuals with disabilities in accordance with the Americans with Disabilities Act.