Relationship manager jobs in Ogden, UT

The Active Trader Relationship Manager (ATRM) will be responsible for the retention and growth of ETRADE's Active Trader client segment. ATRM's will focus on deepening relationships through frequent and proactive outreach catered to client's unique trading needs, goals and objectives. The ATRM team is highly skilled in sophisticated trading strategies, utilizing margin, options PET platforms and is responsible for delivering a best-in-class experience to their book of clients. Role Responsibilities: Provide tailored education and trading support on margin treatment, strategy employment, and risk management Proactive outreach to make clients aware of open margin calls, ITM options on day of expiration, quarterly relationship development calls Grow Active Trader segment by uncovering outside assets and overseeing the onboarding journey Customized PET platform demos Comprehensive support including product education, trade facilitation and asset gathering Exhibit critical thinking / problem solving skills to address client issues and questions Act as a liaison between internal support teams to ensure our client's service needs are met timely Demonstrate a thorough understanding of all ETRADE & Morgan Stanley products / services and be responsible for identifying opportunities to maximize all aspects of the firm Focus on the bottom-line performance and constantly look at ways to improve overall performance, sales, customer satisfaction and the entire customer experience Priority review on workflow requests, operational items Skills: Thorough understanding of the securities industry including equity, margin, and option trading Excellent organizational skills, with the ability to handle multiple tasks Ability to work flexible shift assignments Ability to remain calm, professional, and in control in a volatile business environment Must be dedicated to exceeding the expectations of clients, have a passion to excel, and outstanding oral/written communication skills Utilize independent decision-making skills to handle and resolve issues Minimum Qualifications: Registrations: SIE, Series 7, Series 63, Mass Registration, Trader Certification Minimum Years of Experience: 1+ years Preferred Qualifications: Bachelor's Degree preferred WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. For Illinois: Salary range for the position: $65,000.00 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job DescriptionDescription: The ARM supports Relationship Managers (RMs) as a member of the customer service team. The ARM conducts credit analyses including gathering, analyzing and interpreting all types of credit information on existing and prospective customers and portfolios. The ARM provides timely, accurate financial analysis and makes recommendations regarding the extension of credit (via credit memos); develops key discussion points and questions to assist in analyzing loan opportunities; works with RMs, Loan Administrators and customers to close loans and/or assist in monitoring and administering the loan portfolio in accordance with loan approval; and, works with other Bank associates to address client needs as necessary/requested. Requirements: Essential Duties & Responsibilities Perform assigned duties in accordance with the Bank's Mission, Vision and Core Values; and provide the Bank's customers with timely, responsive and exceptional service in accordance with the Bank's customer service standards Investigate, interpret and analyze credit reports Spread and analyze financial information Evaluate existing and projected company cash flow Determine value of collateral through review of appraisal, valuations, business financials, etc. Develop list of key information necessary to support the loan approval process Prepare detailed loan presentations (Credit Memos) for the approval process Make underwriting recommendations to the RM, Market President, SBA Operations Officer and/or designated credit administrator Assist in monitoring loans through timely collection of financial information Review financial information for loan compliance in order to maximize credit quality and minimize risk and potential loss Assist with maintaining current financial information consistent with loan approval and ensure maintenance of the credit file Serve as an important part of the customer service team As requested, work with loan applicants to develop loan package As requested, assist in the preparation of draft term sheets and commitment letters Perform credit checks and site inspections as requested Review reports to be informed of work flow, maturing loans (early identification of need for loan extensions), covenant compliance, etc. Analyze/recommend draw requests (via Borrowing Base Certificates, Construction Draws, etc.) as requested Assist with the collection of past due accounts as requested Assist with customer calls and marketing efforts as requested Maintain knowledge of and compliance with banking regulations Be knowledgeable of and able to promote all bank products and services Perform other duties as assigned Understanding of the SBA Standard Operating Procedures (SOP's), including origination, servicing and liquidation Understanding of all internal Bank policies Ability to utilize technology to communicate effectively Required Qualifications Bachelor's degree in Finance, Business or other relevant area; or equivalent work experience 1 year experience in credit analysis and/or lending activities Preferred Qualifications Developed credit analysis and analytical skills Thorough understanding of business cash flow and differing legal business structures Good knowledge of economics, accounting, and finance Basic knowledge of risk analysis Thorough knowledge of lending policies and procedures Proficient computer skills with collaboration and productivity tools including Windows-based operating systems and office suites (Microsoft Word, Outlook, Excel, PowerPoint); spreadsheet applications to organize data used for advanced data analysis; internet; email; and bank software. Effective oral and written communication and time management skills Understanding of the SBA Standard Operating Procedures (SOP's), including origination, servicing and liquidation

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you. The Role We're seeking a service-oriented professional to support an established and growing book of high-net-worth clients in a Relationship Manager & Servicing Advidor role. This is a unique opportunity to step into a thriving advisory practice where you'll focus entirely on exceptional client service and relationship management - no business development or prospecting required. You'll work in close partnership with our Principal Wealth Advisor (Mitch) and Farther's centralized operations team to deliver seamless, proactive client service. This role is perfect for someone who genuinely enjoys the client service side of wealth management and wants a stable, rewarding position without the pressure of building their own book. We're looking for someone who takes pride in being the go-to person for clients, excels at follow-through, and finds satisfaction in excellent service delivery. Your Impact * Serve as primary point of contact for routine client needs - account updates, money movement, paperwork, and day-to-day questions * Schedule and coordinate client meetings for 65+ clients (approximately twice yearly), managing all logistics and follow-up * Attend client meetings, take detailed notes, and own post-meeting task completion and client communication * Conduct investment analysis, including gathering current holdings, analyzing portfolios, and preparing initial recommendations for advisor review * Support tax planning analysis, including Roth conversion evaluations and other planning scenarios * Build trusted relationships with clients so they come to you first for routine needs, freeing up the lead advisor for strategic work * Potentially serve as primary relationship manager for smaller clients ($250K-$500K AUM) under supervision * Coordinate with Farther's centralized operations and investment teams for trade execution, compliance, and analysis support * Maintain meticulous CRM documentation and ensure timely completion of all client requests * Create capacity for business development by delivering excellent day-to-day service The Ideal Match * Series 65 (or equivalent) registration with clean U4 record (CFP is a plus but not required) * 5 years of financial services experience in client-facing roles with demonstrated excellence in client service and relationship management * Service-first mindset - You genuinely enjoy being the go-to person for clients and find satisfaction in excellent follow-through * Financial planning and investment knowledge across portfolio management, retirement planning, tax planning basics, and wealth management fundamentals * Exceptional organizational skills - Ability to juggle multiple client requests, meeting schedules, and follow-up tasks without dropping balls * Strong analytical capabilities for investment analysis, portfolio review, and data gathering/organization * Excellent communication and relationship-building skills - Can build trust and become clients' preferred point of contact * Team player - Comfortable working closely with lead advisor, taking direction, and collaborating effectively * Technology proficient - Comfortable learning new systems and leveraging technology for efficiency Bonus Points * CFP certification or progress toward CFP designation * Experience in paraplanner, service advisor, or junior advisor roles at RIA firms * Background supporting high-net-worth clients * Additional licenses or designations (Series 7, Series 66, ChFC, CLU) * Experience with portfolio analysis software and investment research * Tax planning knowledge, especially Roth conversion analysis * Previous experience in team-based models supporting lead advisors * Familiarity with modern wealth management platforms Why Join Us * Competitive comp package that rewards impact * Work alongside some of the brightest minds in fintech * Ground-floor opportunity at a fast-scaling startup * Chart your own growth path as we expand * Full health benefits + 401(k) matching & Roth IRA options * Unlimited PTO Ready to disrupt wealth management? Let's talk!

For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun while earning what you're worth with a lot of really awesome people. Ernest Packaging Solutions is currently in search of a Client Relationship Manager (B2B outside sales) for our division located in Boise, Idaho. This is a full-time position that offers a competitive base salary, plus commission, along with benefits. The packaging industry consists of various products that range from shipping and receiving supplies (corrugated, plastics, foams, glues, adhesives, films) to custom packaging solutions for companies that sell tangible products, along with industrial supplies. Every product we purchase at one point or another was most likely packaged and often times packaged again during shipment. Therefore, packaging supplies have proven to be an indispensable necessity in a market with an unquenchable thirst. However, we can also sell janitorial, facilities, and safety supplies along with packaging related automation. Responsibilities: Outside face to face sales New business development, account management, client retention Develop and maintain your book of business The benefits of being an Ernest Client Relationship Manager: develop, keep, and manage your own accounts continue to make residual income from your accounts and of course a strong base salary + commission + benefits uncapped earnings potential Please learn more about Ernest Packaging Solutions by watching some of our Youtube videos: Ernest's Cardboard Guitar Strikes a Chord Moving Packaging Forward Ernest is a nationwide company, but did you know that our humble roots started in a Los Angeles garage? Brothers Ernie and Charles Wilson founded the company in 1946 with a dedication to customized service. Even after decades of delivering great packaging to our customers, that commitment has never changed. We always find the best solution to fit our customers' needs, even if we have to invent it!

Why Work Here * Headquarters is in Charlotte, NC * Recently expanded to nearshore * isolved ranked for SMB Payroll in 2023 Sapient Report * Voted top places to work in USA 2023 Summary/Objective The Client Experience Manager analyze the client experience to identify retention improvement opportunities. A key responsibility is to act as internal liaison to align subject matter experts and key internal stakeholders to resolve client escalations and improve client relationships. A Client Experience Manager plays a pivotal role in shaping the journey and overall satisfaction of clients within a company. Core Job Duties * Focuses on understanding and enhancing how clients interact with the company's services or products. This encompasses the entire client journey, from the initial point of contact through to post-purchase support and beyond. * Closely monitors feedback, analyzing client interactions, and implementing strategies for improvement, ensuring that every touchpoint meets the high standards expected by both the company and its clients. * Create and execute strategies to enhance client satisfaction and loyalty. * Analyzes customer feedback, including surveys and online reviews, to identify areas for improvement * Coordinates with the sales and marketing teams to ensure consistent messaging and brand experience across all client interactions. * Partners with Marketing to assist their efforts of designing and overseeing the execution of client appreciation events and initiatives to strengthen relationships. * Manages the resolution of client complaints and issues, ensuring prompt and effective solutions. Minimum Qualifications * Minimum 3 years HCM experience in client facing capacity, familiar with the challenges experienced along the customer journey * Develop and cultivate a never-ending appetite for learning to broaden your knowledge * Strong organization and time-management skills to prioritize, delegate tasks and set goals for productivity * Creative, with unique problem-solving skills to invent new ways to accommodate the client * Effective communication (verbal and written) and interpersonal skills * Good research skills to perform advanced and analytical research to find practical solutions * Strong technical aptitude About isolved isolved is an employee experience leader, providing intuitive, people-first HCM (Human Capital Management) technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers - who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. Our HCM platform, isolved People Cloud, seamlessly connects and manages the employee journey across talent management, HR & payroll, workforce management and engagement management functions. No matter the industry, we help high-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow. For more information, visit ******************* EEO Statement isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are. Disability Accommodation Visit ************************** for more information regarding our incredible culture and focus on our employee experience. Visit ************************* for a comprehensive list of our employee total rewards offerings. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions outlined above.

Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we've come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. Trucordia Values * We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. * We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company. * We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of "what's next"? * We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve. * We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Job Description We are seeking a dedicated and experienced Client Manager II to join our team in Sandy, United States. In this role, you will be responsible for managing and nurturing key client relationships, ensuring client satisfaction, and driving business growth. * Serve as the primary point of contact for assigned clients, building and maintaining strong, long-lasting relationships * Develop and implement tailored client retention strategies to maximize customer satisfaction and loyalty * Collaborate with internal teams to ensure timely delivery of products and services that meet or exceed client expectations * Conduct regular client meetings to understand their needs, address concerns, and identify opportunities for upselling or cross-selling * Analyze client data and prepare comprehensive reports on account performance, trends, and growth opportunities * Negotiate and manage contracts and service level agreements with clients * Proactively identify and resolve client issues, escalating when necessary * Stay informed about industry trends and best practices to provide valuable insights to clients * Mentor junior client managers and contribute to the overall success of the client management team Qualifications * Bachelor's degree in Business Administration, Marketing, or related field * 5+ years of experience in client management or a similar role * Proven track record of managing and growing client relationships * Strong communication and interpersonal skills with the ability to build rapport at all levels * Excellent negotiation and conflict resolution abilities * Proficiency in CRM software and data analysis tools * Demonstrated project management skills and ability to handle multiple clients simultaneously * Experience in developing and implementing client retention strategies * Strong understanding of contract management and service level agreements * Knowledge of industry trends and best practices in client management * Professional certifications in client management or customer service (preferred) * Ability to travel to client sites as needed Additional Information Please see our company Benefits: * Medical, Dental, Vision * Life and AD&D insurance * FSA / HSA * Commuter & Child Care FSA * Cancer Support Benefits * Pet Insurance * Accident & Critical Illness * Hospital Indemnity * Employee Assistance Program (EAP) * 11 Paid Holidays * Flexible PTO * 401K Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.

**About this role:** Wells Fargo is seeking a Principal Commercial Banking Relationship Manager for the ESOP Advisory Team as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com. **In this role, you will:** + Develop, retain, and grow highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as a subject matter expert to guide and influence others in growing relationships + Act as a top subject matter expert to lead highly complex and substantial cash flow, real estate loans, and certain other industry specific solutions with enterprise impact, high risk or significant scope by analyzing financials, presenting to clients, and coordinating with internal stakeholders + Lead the strategy and resolution for full suite of most complex solutions offered by Wells Fargo to commercial clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, vision, and creativity, by engaging product organizations to develop long term, large-scale client specific solutions, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions + Provide vision, leadership, and industry expertise regarding Commercial Banking Relationship Management company wide strategies that significantly influence the organization's business and financial operations + Strategically lead all levels of professional and managers across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo's business objectives, and represent the company externally as an expert; act as a mentor for less experienced colleagues + Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems + Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks + Partner with Commercial Lending Product Management to provide vision, leadership, and expertise on client and market needs to enable large-scale companywide strategies that significantly influence the organization's business and financial operations **Required Qualifications:** + 10+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + 3+ years of ESOP related sales or advisory experience + Successfully completed FINRA Series 63 and Series 79 exam to qualify for immediate registration (or FINRA recognized equivalents) + Completion of formal credit training program + Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management + Demonstrated experience working collaboratively to deliver the organization to clients and prospects + Demonstrated experience generating new client relationships, building and retaining long-term client relationships + Experience identifying and mitigating risk, ensuring compliance with processes and procedures + Excellent verbal, written, and interpersonal communication skills **Job Expectations:** + This position is not eligible for Visa sponsorship + This position offers a hybrid work schedule + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process + Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition, state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. + Obtaining FINRA Series 63 and 79 licenses, or equivalent must be completed within 180-days of date of hire if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. + Compliance with state law registration and licensing requirements is mandatory. + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. + For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required. + This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. + Travel: Ability to travel up to 50% of the time **Location:** + 2700 S Price Road - Chandler, Arizona 85286 + 333 Market Street - San Francisco, California 94105 + 10 South Wacker Street - Chicago, Illinois 60606 + 299 South Main Street - Salt Lake City, Utah 84111 + 6325 South Rainbow Boulevard - Las Vegas, Nevada 89118 + 600 South 4th Street - Minneapolis, Minneapolis 55415 + 401 Las Colinas Boulevard West - Irving, Texas 75039 + 114 North Beaumont Street - Saint Louis, Missouri 63103 + 1300 Southwest 5th Avenue - Portland, Oregon 97201 + 999 3rd Avenue - Seattle, Washington 98104 + 333 South Grand Avenue - Los Angles, California 90071 None **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $185,000.00 - $300,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 25 Dec 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-506934

We pride ourselves in taking care of our most closely held relationships. From our employees, to our clients, to our candidates; looking out for their needs and concerns is paramount to our success. Doing so has allowed us to establish successful, long-lasting, and mutually beneficial partnerships with those we work with. As a company, our goal is the bridge the gap between great people and fulfilling careers and we're looking for you to join our team! Responsibilities in a nutshell… Our Client Solution Managers are responsible for end-to-end sales including the creative development and execution of sourcing strategies and recruiting plans for our clients. The Client Solutions Manager develops relationships with our top tier client base while helping Trustech attract the best talent available. Primary objectives include managing client relationships with Directors, Managers and C-level executives at some of the top companies in the Salt Lake area. Helping to screen candidates, conducting interviews, making recommendations to hiring managers and helping to guide the recruiting process. Our Client Solution Managers are… Leaders: Motivated to improve themselves and those around them. Ambitious and career driven. Looking for opportunities to expand their knowledge and mentor others. Resourceful: Able to critically think out problems to find the best solution. Also have the awareness to know when outside help is needed. Organized: Juggling multiple responsibilities, deadlines, and communications that vary day to day. Entrepreneurial: Always looking for ways to help grow the organization. Realize that team success is reliant on proactively building relationships and looking for opportunity. Getting granular… Develop and build on relationships with our existing client base. Collaborate with client hiring managers and the recruitment team to understand and strategize fulfillment. Conduct intake meetings with client managers to set expectations, and maintain communications throughout the recruiting process. Network and build strong relationships with prospective clients and candidates by providing strategic guidance and advice. Review candidate resumes and assess their qualifications and fit. Conduct phone screens, provide candidate assessments, and recommend viable candidates to Trustech client managers for further consideration. Manage the interview schedule for candidates and client managers to ensure nothing falls through the cracks. Document all candidate interactions in our ATS to insure we have the necessary information to successfully represent each candidate we come in contact with. What you bring to the table… 2+ years of full-cycle recruiting Experience working with SaaS based software, including those for applicant tracking (ATS), customer relationship management (CRM), and Project Management. We use Zoho One. Ability to cultivate relationships with top level technology leaders. Excellent verbal, written, and interpersonal communication skills. Able to think on your feet and resourcefully solve problems. Strong organizational and prioritizing skills. Strong work ethic, sense of urgency, and tech savvy. Bachelor's Degree preferred; Preferably in Business or Technology.

At NIQ, we deliver the most complete and clear understanding of consumer buying behavior that reveals new pathways to growth. We are looking to add a Client Manager to our Retail Analytics team. The Retail Analytics team works face-to-face with the largest retail players, using NIQ solutions to help answer questions such as, what is the right assortment to carry and how to optimize pricing & promotional strategies. Every day brings a new challenge when working in this fast-paced retail environment supporting merchandise analytics solutions & services. As a Client Manager, you'll contribute to the overall client satisfaction, team success, and technical platform capabilities. A strong candidate will proactively maintain and grow relationships with the client, train client and internal users on how to use our applications, and proactively identify ways for clients to use NIQ solutions to answer their relevant business questions. Responsibilities: Become familiar with NIQ Retail Analytics database content, processes, and frontend applications, and ensure data quality in collaboration with our backend data delivery team Train retailers on how to use NIQ data and dashboard solutions to execute pricing, promotion and assortment decisions Lead client teams through designing, selling, executing and presenting analytic studies to meet client's research objectives Penetrate and establish enduring client relationships with senior decision makers at clients by demonstrating on-going value by driving client outcomes Ensure proactive insights and action-oriented solutions are delivered to clients Grow and develop with a team responsible for delivering against client commitments Be accountable for driving account renewals and overall portfolio value to meet revenue goals Identify opportunities to collaborate across NIQ teams and uncover sales opportunities with clients About You You constantly seek to learn new things and lean into new capabilities. Change excites you. Curiosity, communication, and critical thinking drive your work. You make data applicable and interesting for your clients, and mold it into a story that flows, drives outcomes that have actionable results. You confidently drive winning outcomes that meet strategic client objectives. You are someone who values working on a diverse, inclusive team. Qualifications 4-8 years of experience in within the Retail/CPG/Manufacturing industry or Price/Promo Optimization Must have experience with a price or promo optimization tool or have pricing/promo experience with a retailer Hybrid onsite in Salt Lake City three days a week Strong background in client management as well as project management skills with demonstrated strength in maintaining positive client relationships in complex situations & resolving client issues Demonstrated mastery in data analysis along with "story-telling" abilities Highly proficient in a variety of software solutions and digital technologies, including Microsoft applications (Excel & PowerPoint) Strong analytical, logic, deductive reasoning, problem solving and critical thinking skills Skilled & polished communicator, including group presentations and proposal writing Able to sell NIQ solutions that help our clients meet strategic goals Able to work collaboratively with internal & external teams Strong sense of urgency and accountability to drive client outcomes Bachelor's degree required Additional Information This role has a market-competitive salary with an anticipated base compensation of the following range: $76,500.00 - $100,000.00. Actual salaries will vary depending on a candidate's experience, qualifications, skills, and location. This role might also be eligible for a sales-based incentive or performance-based bonus. Other benefits include a flexible working environment, comprehensive health insurance, industry-leading parental leave, life insurance, education support, and more. Our Benefits Flexible working environment Volunteer time off LinkedIn Learning Employee-Assistance-Program (EAP) About NIQ NIQ is the world's leading consumer intelligence company, delivering the most complete understanding of consumer buying behavior and revealing new pathways to growth. In 2023, NIQ combined with GfK, bringing together the two industry leaders with unparalleled global reach. With a holistic retail read and the most comprehensive consumer insights-delivered with advanced analytics through state-of-the-art platforms-NIQ delivers the Full View™. NIQ is an Advent International portfolio company with operations in 100+ markets, covering more than 90% of the world's population. For more information, visit NIQ.com Want to keep up with our latest updates? Follow us on: LinkedIn | Instagram | Twitter | Facebook Our commitment to Diversity, Equity, and Inclusion At NIQ, we are steadfast in our commitment to fostering an inclusive workplace that mirrors the rich diversity of the communities and markets we serve. We believe that embracing a wide range of perspectives drives innovation and excellence. All employment decisions at NIQ are made without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable laws. We invite individuals who share our dedication to inclusivity and equity to join us in making a meaningful impact. To learn more about our ongoing efforts in diversity and inclusion, please visit the ***************************************************************

Transitioning out of US Military Service? The JPMorganChase (JPMC) US Military Pathways Direct-Hire Program offers a challenging and rewarding work experience that provides acclimation support, coaching and dedicated program managers, job skills training, networking with colleagues and senior level management, and the exposure needed to grow into a future leader across our most demanding business areas. As a Business Relationship Manager I - Officer in the Military Pathways Direct Hire Program, you will build, manage, and retain a portfolio of business clients, providing customized banking solutions tailored to their financial needs. You will have the opportunity to develop relationships with clients and internal partners, ensuring a seamless client experience while adhering to risk management protocols. Military Pathways Direct Hire Program, Business Banking, Business Relationship Manager I, Officer Induction training and acclimation support in your first month on the job 12-months of program support, coaching and career development Networking opportunities with your Pathways colleagues Exposure to senior members Professional skills training throughout the year To ensure continuous development throughout the program, you will receive mentorship, guidance, and support from your individual manager, program manager, veteran sponsor and many other influential business partners across the firm. Job Responsibilities Build, manage, and retain a portfolio of 100 - 115 business clients after an initial training phase, with annual revenue of $1 - $5 million for your assigned branches; provide deposit and cash management solutions and manage credit opportunities up to approximately $500,000 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. Work within risk parameters that protect the bank. Seek out expertise of others to enhance existing knowledge and ensure a positive client experience Provide the best in client advice and service while developing the relationship to ensure a seamless client experience throughout Chase. Regularly conduct in-person visits with prospects, centers of influence (COIs), and existing clients at their places of business Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs Provide leadership by actively supporting your assigned branches Protect the firm by following sound risk management protocols and adhering to regulatory requirements. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects. Regularly review processes and strategies with manager, making adjustments as needed Required qualifications, capabilities, and skills Enlisted/Junior Officer background with minimum of 4 years of Military experience Up to 7 years of separation from military service Preferred qualifications, capabilities, and skills Bachelor's degree or equivalent work experience General business knowledge and understanding of core business products and services Strong communication skills with individuals at all levels, internally and externally. Ability to build relationships with clients and internal partners Ability to travel occasionally for key business meetings and training

Procuity is a fast-growing company that is delivering innovative SAAS solutions to the growing pharmacy and medical industry. Our products streamline complex processes, saving money and time for our customers and contributing to the overall reduction of healthcare costs. Procuity is in the unique position of being a nimble start-up company while being owned and financed by Zions Bancorporation, (ZION) a $54 billion dollar holding company. Procuity is looking for a 340B Client Account Manager for our 340B Business Line. The successful candidate will have 340B account management experience or similar experience as a part of a PBM, Pharmacy, Drug Wholesaler or Health System. The position requires a hard-working individual with an ability to work with a sophisticated customer base. The candidate will have an entrepreneurial spirit and will thrive being on the ground floor of a high-growth opportunity. This is a remote position or in-office in Midvale, UT. Client Account Manager Job Responsibilities: * Responsible for managing key accounts, maintaining long-term relationships with strategically important accounts, and maximizing inside sales opportunities. * Develop in-depth knowledge of all accounts including key decision-making personnel. * Work with Covered Entities. * Focus on implementation and client servicing. * Establish strong working relationships with existing customers to provide high level of customer service to assigned accounts. * Focus on growing and developing existing clients to generate incremental business. * Act as primary day-to-day contact for customer for new products and continuing initiatives. * Act as the day-to-day interface between the customer and all relevant internal departments. * Provide technical support to the customer and/or coordinate with the appropriate technical functions for support as necessary. * Play an integral role in timely and effectively boarding new clients. * Drive and oversee solutions architecture for clients. * Perform other duties as assigned. Qualifications: * 340B account management experience or 340B experience with account management skills. * Must have excellent customer relationship, customer service, and negotiation skills. * Ability to drive customer success and retention. * Excellent problem resolution and communication skills, both verbal and written. * Ability to manage client expectations. * Ability to follow up and drive interdepartmental priorities to meet customer requirements. * Excellent organization skills and strong attention to detail. * High energy and a strong work ethic; willing to go above and beyond for customer. * Proficient in Microsoft Office Suite. Education & Experience: * Requires a bachelor's degree in business, marketing or a related field and 4+ years' experience with client account management or relationship management, outside sales or other directly related experience. * 2+ years of experience with 340B. * A combination of education and experience may meet requirements. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays. * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. * Mental health benefits including coaching and therapy sessions. * Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire. * Employee Ambassador preferred banking products. Pay (depending on experience): $65,000-$95,000

Thatcher Chemical Company is seeking a driven and entrepreneurial Oil and Gas Industry Account Manager to help accelerate our growth in the Oil & Gas Refining market segment. This is a high-visibility, high-impact role for a sales professional who thrives on financial performance, building new relationships, delivering tailored solutions, and driving revenue growth in a competitive marketplace. Why Join Thatcher? * Commission-based position with unlimited earning potential * Profit Sharing Retirement Plan - up to 25% of salary annually, fully funded by the company * Comprehensive benefits package including medical, dental, vision, life insurance, PTO, and paid holidays * Health Savings Account (HSA)/FSA * Tuition reimbursement for continuing education * A growth-focused career path with a stable, thriving company * A supportive, values-driven culture where your success matters Key Responsibilities * Develop, grow, and manage refinery accounts-expanding relationships beyond commodity chemistry into specialty applications and value-added solutions. * Identify, pursue, and win new customers through proven sales, marketing, and relationship-building practices. * Serve as a trusted advisor to refinery customers by diagnosing operational challenges, presenting customized solutions, and leveraging Thatcher's broad product portfolio and resources. * Represent Thatcher Company with professionalism and integrity, demonstrating expert knowledge of our products and the advantages we bring to our refinery customers. * Collaborate internally to uncover and expand opportunities for supplier partnerships, technical innovation, and customer value creation. Qualifications * Proven track record of high sales performance; previous oil and gas chemical sales * Strong technical background with the ability to understand and communicate oil and gas applications. * Entrepreneurial mindset with a passion for developing new business. * Self-starter who thrives in an independent, performance-driven environment. * Excellent communication, negotiation, and relationship management skills. * Willingness to travel to refinery sites and customer locations. * AA/BS degree in Chemistry, Chemical Engineering, Technical Sales, or related field. Qualifications

E*TRADE Priority Relationship Manager aims to deliver an industry leading client experience for both existing and prospective clients, while assisting and connecting clients with the full scope of benefits, products, and services that E*TRADE from Morgan Stanley has to offer to meet their financial needs. The E*TRADE Priority Relationship Manager is responsible for cultivating and deepening client relationships, through exceptional, high-touch service for E*TRADE's most valued clients. Role Responsibilities: Deliver exceptional service while building and cultivating relationships with our E*TRADE Priority clients Develop a thorough understanding of all Morgan Stanley products and services while identifying opportunities to deliver the firm to our high priority clients Act as a liaison between internal support teams and stakeholders to ensure client's inquiries, requests, and complex needs are addressed in a timely fashion Exceed all client expectations and meet specific objectives related to the onboarding, deepening, and retaining of client relationships through fact finding and education Identify and gather net new assets from existing E*TRADE clients and prospects Identify referral opportunities for advice to a Morgan Stanley advisor and collaborate with Financial Advisors as they work to solve for client needs Educate and guide clients on the E*TRADE platforms, while demonstrating how they can navigate and maximize all aspects of our offering Constantly look at ways to improve overall performance, customer satisfaction and the entire customer experience while considering impact to firm costs Role Differentiators: Service Households with 250K - $1MM AUM with Total Wealth of $1million+ Book of business established by engaging opportunities from daily outbound call efforts to build and deepen relationships Minimum Qualifications: Minimum Years of Experience: 1+ years of financial services experience Registrations: Series 7, Series 63, Mass Registration Preferred Skills: Possess excellent business development and marketing skills and desire to consistently achieve top results Experience in understanding the financial needs of the retail brokerage clientele Strong technical aptitude to navigate a variety of financial services and client relationship management (‘CRM') tools Highly collaborative in a team-oriented environment Excellent organizational and time management skills, and ability to work in a fast-paced environment while handling multiple tasks Must be dedicated to exceeding client expectations, have a passion for excellence, with outstanding oral, written communication and presentation skills Ability to demonstrate positive initiative, leadership, and comfort working in a fast-paced environment Bachelor's Degree preferred WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. For California: Expected base pay rates for the role will be between $75,000.00 and $110,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Full-time Description The ARM supports Relationship Managers (RMs) as a member of the customer service team. The ARM conducts credit analyses including gathering, analyzing and interpreting all types of credit information on existing and prospective customers and portfolios. The ARM provides timely, accurate financial analysis and makes recommendations regarding the extension of credit (via credit memos); develops key discussion points and questions to assist in analyzing loan opportunities; works with RMs, Loan Administrators and customers to close loans and/or assist in monitoring and administering the loan portfolio in accordance with loan approval; and, works with other Bank associates to address client needs as necessary/requested. Requirements Essential Duties & Responsibilities Perform assigned duties in accordance with the Bank's Mission, Vision and Core Values; and provide the Bank's customers with timely, responsive and exceptional service in accordance with the Bank's customer service standards Investigate, interpret and analyze credit reports Spread and analyze financial information Evaluate existing and projected company cash flow Determine value of collateral through review of appraisal, valuations, business financials, etc. Develop list of key information necessary to support the loan approval process Prepare detailed loan presentations (Credit Memos) for the approval process Make underwriting recommendations to the RM, Market President, SBA Operations Officer and/or designated credit administrator Assist in monitoring loans through timely collection of financial information Review financial information for loan compliance in order to maximize credit quality and minimize risk and potential loss Assist with maintaining current financial information consistent with loan approval and ensure maintenance of the credit file Serve as an important part of the customer service team As requested, work with loan applicants to develop loan package As requested, assist in the preparation of draft term sheets and commitment letters Perform credit checks and site inspections as requested Review reports to be informed of work flow, maturing loans (early identification of need for loan extensions), covenant compliance, etc. Analyze/recommend draw requests (via Borrowing Base Certificates, Construction Draws, etc.) as requested Assist with the collection of past due accounts as requested Assist with customer calls and marketing efforts as requested Maintain knowledge of and compliance with banking regulations Be knowledgeable of and able to promote all bank products and services Perform other duties as assigned Understanding of the SBA Standard Operating Procedures (SOP's), including origination, servicing and liquidation Understanding of all internal Bank policies Ability to utilize technology to communicate effectively Required Qualifications Bachelor's degree in Finance, Business or other relevant area; or equivalent work experience 1 year experience in credit analysis and/or lending activities Preferred Qualifications Developed credit analysis and analytical skills Thorough understanding of business cash flow and differing legal business structures Good knowledge of economics, accounting, and finance Basic knowledge of risk analysis Thorough knowledge of lending policies and procedures Proficient computer skills with collaboration and productivity tools including Windows-based operating systems and office suites (Microsoft Word, Outlook, Excel, PowerPoint); spreadsheet applications to organize data used for advanced data analysis; internet; email; and bank software. Effective oral and written communication and time management skills Understanding of the SBA Standard Operating Procedures (SOP's), including origination, servicing and liquidation

Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we've come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. Trucordia Values We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what's next”? We are RESULT-ORIENTED , growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve. We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Job Description We are seeking a dedicated and experienced Client Manager II to join our team in Sandy, United States. In this role, you will be responsible for managing and nurturing key client relationships, ensuring client satisfaction, and driving business growth. Serve as the primary point of contact for assigned clients, building and maintaining strong, long-lasting relationships Develop and implement tailored client retention strategies to maximize customer satisfaction and loyalty Collaborate with internal teams to ensure timely delivery of products and services that meet or exceed client expectations Conduct regular client meetings to understand their needs, address concerns, and identify opportunities for upselling or cross-selling Analyze client data and prepare comprehensive reports on account performance, trends, and growth opportunities Negotiate and manage contracts and service level agreements with clients Proactively identify and resolve client issues, escalating when necessary Stay informed about industry trends and best practices to provide valuable insights to clients Mentor junior client managers and contribute to the overall success of the client management team Qualifications Bachelor's degree in Business Administration, Marketing, or related field 5+ years of experience in client management or a similar role Proven track record of managing and growing client relationships Strong communication and interpersonal skills with the ability to build rapport at all levels Excellent negotiation and conflict resolution abilities Proficiency in CRM software and data analysis tools Demonstrated project management skills and ability to handle multiple clients simultaneously Experience in developing and implementing client retention strategies Strong understanding of contract management and service level agreements Knowledge of industry trends and best practices in client management Professional certifications in client management or customer service (preferred) Ability to travel to client sites as needed Additional Information Please see our company Benefits: Medical, Dental, Vision Life and AD&D insurance FSA / HSA Commuter & Child Care FSA Cancer Support Benefits Pet Insurance Accident & Critical Illness Hospital Indemnity Employee Assistance Program (EAP) 11 Paid Holidays Flexible PTO 401K Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.

About this role: Wells Fargo is seeking a Principal Commercial Banking Relationship Manager for the ESOP Advisory Team as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: * Develop, retain, and grow highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as a subject matter expert to guide and influence others in growing relationships * Act as a top subject matter expert to lead highly complex and substantial cash flow, real estate loans, and certain other industry specific solutions with enterprise impact, high risk or significant scope by analyzing financials, presenting to clients, and coordinating with internal stakeholders * Lead the strategy and resolution for full suite of most complex solutions offered by Wells Fargo to commercial clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, vision, and creativity, by engaging product organizations to develop long term, large-scale client specific solutions, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions * Provide vision, leadership, and industry expertise regarding Commercial Banking Relationship Management company wide strategies that significantly influence the organization's business and financial operations * Strategically lead all levels of professional and managers across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo's business objectives, and represent the company externally as an expert; act as a mentor for less experienced colleagues * Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems * Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks * Partner with Commercial Lending Product Management to provide vision, leadership, and expertise on client and market needs to enable large-scale companywide strategies that significantly influence the organization's business and financial operations Required Qualifications: * 10+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * 3+ years of ESOP related sales or advisory experience * Successfully completed FINRA Series 63 and Series 79 exam to qualify for immediate registration (or FINRA recognized equivalents) * Completion of formal credit training program * Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management * Demonstrated experience working collaboratively to deliver the organization to clients and prospects * Demonstrated experience generating new client relationships, building and retaining long-term client relationships * Experience identifying and mitigating risk, ensuring compliance with processes and procedures * Excellent verbal, written, and interpersonal communication skills Job Expectations: * This position is not eligible for Visa sponsorship * This position offers a hybrid work schedule * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process * Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition, state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. * Obtaining FINRA Series 63 and 79 licenses, or equivalent must be completed within 180-days of date of hire if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. * Compliance with state law registration and licensing requirements is mandatory. * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. * For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required. * This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. * Travel: Ability to travel up to 50% of the time Location: * 2700 S Price Road - Chandler, Arizona 85286 * 333 Market Street - San Francisco, California 94105 * 10 South Wacker Street - Chicago, Illinois 60606 * 299 South Main Street - Salt Lake City, Utah 84111 * 6325 South Rainbow Boulevard - Las Vegas, Nevada 89118 * 600 South 4th Street - Minneapolis, Minneapolis 55415 * 401 Las Colinas Boulevard West - Irving, Texas 75039 * 114 North Beaumont Street - Saint Louis, Missouri 63103 * 1300 Southwest 5th Avenue - Portland, Oregon 97201 * 999 3rd Avenue - Seattle, Washington 98104 * 333 South Grand Avenue - Los Angles, California 90071 None Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $185,000.00 - $300,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 25 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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 80-100 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 concept

Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we've come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. Trucordia Values We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what's next”? We are RESULT-ORIENTED , growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve. We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Job Description As a Commercial Lines Account Manager at Trucordia, you will assist clients and help them understand and determine their individual commercial line service needs. As a Commercial Lines Account Manager, you will perform many diverse responsibilities which ultimately help us succeed in providing extraordinary customer service to our customers. Duties and Responsibilities: Responsible for servicing a commercial book of business - marketing, underwriting, renewal negotiation, risk analysis, consulting, problem resolution, reviewing and rating. Maintain productive business relations and engage in extensive contact with clients, account executives and underwriters. Ensure clients have continuous and proper coverage and advise clients of any change recommendations. Review current policies and provide recommendations regarding placement options. Apply knowledge of coverages and forms to research and reconcile discrepancies. Act as a liaison between clients, carriers and internal teams to ensure comprehensive service delivery, policy accuracy and client satisfaction. Qualifications Valid State Property and Casualty Brokers License 3-5 years of experience in commercial lines ( preferred not required ) Must possess a developing knowledge of commercial insurance markets and understand the supplemental insurance marketplace. Ability to work well under pressure in a team environment and effectively prioritizing risks to manage concurrent workflow. Possess excellent interpersonal skills, including listening, verbal and written communication skills with the ability to communicate effectively. Experience with AMS360. ( preferred not required ) Bilingual (English & Spanish) (preferred not required) Additional Information Please see our company Benefits: Medical, Dental, Vision Life and AD&D insurance FSA / HSA Commuter & Child Care FSA Cancer Support Benefits Pet Insurance Accident & Critical Illness Hospital Indemnity Employee Assistance Program (EAP) 11 Paid Holidays Flexible PTO 401K Compensation: $54,850-$56,800 based on insurance industry experience Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.

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