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Psychiatry Account Manager - Miami North, FL
Lundbeck 4.9
Relationship manager job in Miami, FL
Territory: Miami North, FL - Psychiatry
Target city for territory is Miami - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Miami Beach, North Miami, North Miami Beach, southwest to the eastern part of Hialeah, and south to Coral Gables and Doral.
SUMMARY:
Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth!
As a Psychiatry Account Manager, you lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our Account Managers are adept at executing against the toughest commercialization challenges in today's rapidly changing environment and must demonstrate strong capability in the following areas:
ESSENTIAL FUNCTIONS:
Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance.
Selling - Deliver messages in a clear and compelling way to customers, effectively probe customer needs to handle objections, and close every call with a commitment to action to drive changes in behavior.
Customer Development - Build and maintain productive internal and external relationships based on customer needs and organizational goals, incorporating “total office” account management.
Local Market & Therapeutic Area Expertise - Gather and validate key trends and dynamics in the market, map account linkages, and apply comprehensive therapeutic knowledge to uncover and prioritize unique opportunities.
Reimbursement - Consistently demonstrate the ability to stay informed on reimbursement dynamics, anticipate and effectively address payer access issues (IDNs, Medicare, Medicaid, Commercial) using Lundbeck resources.
Pharmaceutical Environment/Compliance - Ability to apply knowledge of pharmaceutical and regulatory environment, including accountability and adherence to Lundbeck policies and procedures and FDA regulations regarding the promotion of pharmaceutical and medical products.
REQUIRED EDUCATION, EXPERIENCE and SKILLS:
Bachelor of Arts or Bachelor of Sciences degree from an accredited college or university
2+ years pharmaceutical, biopharmaceutical, biologics, medical device sales or related healthcare sales experience
Must demonstrate the intellectual capacity to score highly on disease and product training exams, including being certified on product knowledge annually
Self-starter, with a strong work ethic and outstanding communication skills
Must be computer literate with proficiency in Microsoft Office software
Must live within 40 miles of territory boundaries
Driving is an essential duty of this job; must have a valid driver's license with a safe driving record that meets company requirements
Meeting and complying with reasonable industry-standard credentialing requirements of healthcare providers / customer facilities is required for continued employment with Lundbeck
PREFERRED EDUCATION, EXPERIENCE AND SKILLS:
Previous experience within a specialty product sales force.
Prior experience promoting and detailing products specific to CNS/neuroscience including: depression, schizophrenia and bipolar disorder
Documented successful sales performance
Ownership and accountability for the development and execution of fully integrated account plans
Strong analytical background, and experience using sales data reporting tools to identify trends
Experience in product launches
Previous experience working with alliance partners (i.e., co-promotions)
Strong leadership through participation in committees, job rotations, panels and related activities
TRAVEL:
Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States. Travel must be able to be completed in a timely manner.
The range displayed is a national range, and if selected for this role, may vary based on various factors such as the candidate's geographical location, qualifications, skills, competencies, and proficiency for the role. Salary Pay Range: $117,000 - $137,000 and eligibility for a sales incentive target of $39,000. Benefits for this position include flexible paid time off (PTO), health benefits to include Medical, Dental and Vision, company match 401k and company car. Additional benefits information can be found on our career site. Applications accepted on an ongoing basis.
Why Lundbeck
Lundbeck offers a robust and comprehensive benefits package to help employees live well and protect their health, family, and everyday life. Information regarding our benefit offering can be found on the U.S. career site.
Lundbeck is committed to working with and providing reasonable accommodations to disabled veterans and other individuals with disabilities during our employment application process. If, because of a disability, you need a reasonable accommodation for any part of the application process, please visit the U.S. career site.
Lundbeck is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. Lundbeck participates in E-Verify.
$117k-137k yearly 17h ago
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Revenue Cycle Account Manager
Femwell Group Health 4.1
Relationship manager job in Miami, FL
The RCM Account Manager will have the overall goal of managing the practice / provider relationship, partnering with the RCM and operations staff as a practice and RCM advocate, maintaining the highest possible client satisfaction, insuring client financial health, and minimizing issues. Key to your success in this role will be your ability to apply strong problem-solving skills and analytical competencies as required to clearly identify both positive and negative financial trends, improve client workflow and integration with RCM processes, and present Femwell driven value propositions to RCM clients. Additionally, you will also hold responsibility for client satisfaction and retention, serving as an internal advocate for any revenue cycle or service-related issue impacting financial health of the client or delivery of service. The ideal person for this role will need a high degree of business acumen with a solid understanding of the provider revenue cycle combined with the ability to create positive relationships as a springboard to account growth, problem resolution, positive communications and increased patient and provider satisfaction.
Essential Job Functions
Maintains regular proactive contact with all clients in assigned portfolio, establishing positive relationships with senior management, key influencers and decision makers in the organization. Provides revenue cycle analysis, issues resolution, month end reporting and review, and coordinates monthly and yearly close process with client and RCM operations.
Services all clients in assigned portfolio by serving as an internal advocate for any revenue cycle or service-related issue impacting delivery of service or functionality of Femwell products or services.
Provides a single point of contact for client / provider issue resolution and coordinates solutions with other business teams and outsource partners
Provides single point of contact for CBO issues that require management and escalation with assigned clients.
Collaborates with Integration Team to facilitate improvements in implementation effectiveness, including managing the “onboarding” of new clients to insure the successful integration of RCM processes.
Serves as key point of contact as necessary with any outstanding Collections/AR issues. Contributes to AR metric performance across assigned portfolio in alignment with assigned objectives.
Perform other special projects and/or duties as needed or assigned.
Other Essential Tasks/Responsibilities/Abilities
Must be consistent with Femwell's core values.
Excellent verbal and written communication skills.
Professional and tactful interpersonal skills with the ability to interact with a variety of personalities.
Excellent organizational skills and attention to detail.
Excellent time management skills with proven ability to meet deadlines and work under pressure.
Ability to manage and prioritize multiple projects and tasks efficiently.
Must demonstrate commitment to high professional ethical standards and a diverse workplace.
Must have excellent listening skills.
Must have the ability to maintain reasonably regular, punctual attendance consistent with the ADA, FMLA, and other federal, state, and local standards and organization attendance policies and procedures.
Must maintain compliance with all personnel policies and procedures.
Excellent verbal and written communication skills.
Excellent organizational skills and attention to detail.
Excellent time management skills with a proven ability to meet deadlines.
Ability to function well in a high-paced and at times stressful environment.
Education, Experience, Skills, and Requirements
BA/BS degree or equivalent experience
Coding certification preferred - AAPC or equivalent
Business or Healthcare experience preferred: 5+ years of provider management, CBO or revenue cycle management, or practice administration
Ability to understand the details of the revenue cycle process and provide analysis for improvement.
Strong analytical and problem-solving skills with capability of developing and executing detailed account plans
Effective interpersonal skills (written and oral) and the ability to communicate and work with all levels within a client's organization
Superior customer service focus
Excellent organization skills and ability to manage multiple projects in competing tasks/priorities
Self-starter who is proactive versus reactive with a strong desire to achieve results
$35k-48k yearly est. 3d ago
Regional In-Home Sales Manager in Training - Miami
Blinds To Go 4.4
Relationship manager job in Miami, FL
Regional In-Home Sales Manager in Training
Key member of the sales leadership team, Regional in-home Sales Manager is the general manager of the in-home business unit servicing markets without Blinds To Go showrooms (BTG Partners Program). Directly managing and working closely with shop-at-home outside contractors, installers and collaborating with other senior managers, he/she will develop and implement systems and processes that support rapid growth of this business. He/she must be a good recruiter and manager of outside sales people and have excellent communication skills.
Key Responsibilities
Recruit, manage and drive growth of shop-at-home (SAH) business in markets without BTG showrooms (BTG Partners)
Actively recruit and on-board outside contractors with experience in window treatments
Work with merchandising and marketing to develop programs, tools that improve BTG Partners performance
Work with business support groups to provide ongoing operation support to BTG partners
Work with installation managers to build installation network and maintain excellent service levels in remote markets
Help identify and qualify installers as needed
Measure installation service levels
Work with stores leadership to identify additional opportunities for BTG Partners Program
Key Requirements
Bachelors in business or related field
10+ years experience including:
Operating experience in retail or multi-location service business
In-home sales and management experience
Experience managing 3rd-party service providers
Strong interpersonal and communication skills
High energy and strong motivation skills
Very strong customer service, problem-solving and follow-up skills
Ability to identify root causes and solve issues with a high sense of urgency
Ability to build cross-functional relationships
Experience working independently, but also as part of a team
Integrating senior manager into the existing business and culture is critical. We will work with him/her to develop an integration plan that sets up the new manager for success at BTG.
Development plan will be individualized, and will include time in our stores to gain a first-hand appreciation of our customer service requirements and to develop key relationships in the field.
$60k-92k yearly est. 1d ago
Sales Manager
Fuego 3.7
Relationship manager job in Miami, FL
Fuego is redefining dance footwear - creating sneakers built for dance, performance, and everyday life. Designed to move seamlessly from the studio to the street, our products fuse innovation, comfort, and style. Based in Miami, we're a fast-growing global brand passionate about creativity, community, and motion.
About the Role:
We're seeking a results-driven Sales Manager to lead wholesale and distributor sales for Fuego across the U.S. and international markets. This role blends strategy and execution - identifying and securing new retail and distribution partners, managing key accounts, and driving overall sales growth.
You'll play a critical role in scaling Fuego's presence in premium and specialty retail, executing sell-in strategies, and ensuring our brand is represented with excellence across all channels.
What You'll Do:
Develop and execute a wholesale and distributor sales strategy to expand Fuego's footprint nationally and internationally.
Identify, pitch, and onboard new retail and distributor partners that align with Fuego's brand and market positioning.
Manage all aspects of key account relationships - including forecasting, pricing, terms, and sell-through performance.
Collaborate with operations and logistics to ensure timely and accurate order fulfillment.
Work closely with marketing and product teams to align seasonal assortments and launch plans with partner needs.
Represent Fuego at trade shows, industry events, and partner meetings - domestically and abroad.
Provide regular reporting, forecasts, and insights to leadership on sales performance and opportunities.
What We're Looking For:
5+ years of experience in sales, wholesale, or distribution management within footwear, apparel, or consumer goods.
Proven track record of growing retail and distributor partnerships nationally or internationally.
Strong communication, relationshipmanagement, and presentation skills.
Highly organized, self-starter with the ability to thrive in a fast-paced, entrepreneurial environment.
Comfortable traveling domestically and internationally.
Passion for dance, footwear, or fashion is a plus
Why Fuego:
Shape the wholesale and distribution growth strategy of a growing global brand.
Work directly with leadership to expand Fuego's presence in premium markets.
Competitive compensation package and benefits with performance-based incentives.
Creative, collaborative, and entrepreneurial team culture.
$57k-96k yearly est. 2d ago
Relationship Manager (Water - Florida)
GHD 4.7
Relationship manager job in Miami, FL
The importance of water to the health of our world can't be overstated!
As the frequency and intensity of floods, droughts and storms increases, the water industry must continue to build resiliency and lead from the front.
Together with our clients, we are thinking and doing things differently to help pre-empt and prepare for what's next. Be a part of this dynamic and committed team of diverse water specialists and inspire change for your community.
You'll be able to apply our powerful global network of skills and decades of experience to build positive water outcomes that respect nature and nurture communities.
Who are we looking for?
In response to steady growth within our Water/Wastewater business, our Southeast Region Water group is looking to bring onboard a motivated RelationshipManager to oversee the expansion of GHD's Water business in Florida. As a RelationshipManager, you will be leading GHD pursuits of traditional and collaborative delivery projects for public clients responsible for safe and reliable water resources (drinking water, wastewater, and stormwater).
Come plan and implement sales to specific, existing major accounts where growing relationships, identifying opportunities, and utilizing account management skills are critical. The role requires full knowledge of water and wastewater, along with a strong understanding of the client's objectives and challenges.
Working with an energetic and high performing team, this position offers a variety of work and will see you involved in:
Customer RelationshipManagement (CRM) Data: Enter customer information that has been gathered through research and/or through direct customer contact into the CRM system, to ensure that the organization has quality data to enable effective customer retention and business development activities. Or ensure that team members maintain up-to-date CRM data, identifying and resolving issues.
Personal Capability Building: Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Key Account Management: Manage and develop important customer relationships with guidance from senior colleagues, and/or manage an account team delivering day-to-day support. Customers are likely to include mid-tier companies, multinational corporations, and the like.
Customer Relationship Development / Prospecting: Develop and implement a relationshipmanagement plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Customer Needs Clarification: Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Sales Opportunities Creation: Develop a personal network within the sales territory and represent the organization at trade shows and other events to identify sales opportunities, promote the organization, and enhance its reputation.
Sell Customer Propositions: Use personal expertise to identify the complex standard products and/or services offered by the organization that meet the customer's needs, together with quantities and product configurations. Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions (e.g., price reduction) that gain the customer's agreement.
Operational Compliance: Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.
Promoting Customer Focus: Collaborate internally and work as the customer champion in cross-functional teams to build strong external customer relationships.
Customer RelationshipManagement / Account Management: Develop and implement relationshipmanagement plans for complex existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Manage ongoing relationships with identified customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
What you will bring to the Team:
Bachelor's and/or Master's degree in Civil or Environmental Engineering
Professional Engineer (PE) license in Florida a plus
Minimum 20 years of experience in the water, wastewater process or conveyance infrastructure field
Strong business development, proposal preparation, and marketing skills
#LI-JK1
As a multicultural organization, we encourage individual achievement and recognize the strength of a diverse workforce. GHD is an equal opportunity employer. We provide equal employment opportunities to all qualified employees and applicants without regard to race, color, religion, genetic information, national origin, sex (including same sex), sexual orientation, gender identity, pregnancy, childbirth, or related medical conditions, age, disability or handicap, citizenship status, service member status, or any other category protected by federal, state, or local law.
$50k-84k yearly est. Auto-Apply 60d+ ago
ISO Relationship Manager
Meridian Bank, N.A 4.6
Relationship manager job in Miramar, FL
Apply Now Responsible for performing various duties to support the Merit Business Funding division; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position. Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.
Qualifications Required:
* Bachelor's degree in Finance or related field; or equivalent work experience
* 2-3 Years of experience in the Merchant Cash Advance Industry
* Proven and successful track record with Alternative Finance products
* Existing book of business & relationships within the alternative finance industry
* Ability to work in a team environment
* Strong computer skills (MS Office, etc.)
* High degree of attention to detail and ability to multitask
* Industry relationships in the merchant cash advance market
Essential functions and responsibilities:
* Identify, engage and close partner agreements with independent sales organizations (ISO's) throughout the USA
* Responsible for building a network of brokers in the Alternative Financing / Revenue Advance industry
* Work across multiple underwriting teams, marketing an company management
* Act as liaison between partners and corporate operations where credit decisions are made
* Monitor dealer performance such as efficiency ratios, delinquency, losses, profitability, etc.
* Increase and maintain market share levels
* Attain volume plan at acceptable business levels
* Demonstrates and promotes Meridian Bank's Core Values: Our Partners, Our People, Our Bank and Our Communities
* Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information
* Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
* Communicates with management and coworkers in order to integrate goals and activities
* Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
* Other duties as assigned
Success factors/job competencies:
* Organizational and time management skills
* Ability to work with little or no supervision
* Drive and determination to generate additional new business
* Excellent interpersonal and communication skills
* Timely and regular attendance
* Completes work in a timely manner
* Actively seeks coaching
Application Access:
* Adobe Sign
* BVS
* Docusign
* Process Unity
* OnyxIQ
Physical demands, work environment, and location:
* Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment.
* Work environment: The noise level in this environment is minimal
* Location: Various Meridian Bank locations as assigned
Equal Opportunity Statement
* Meridian Bank is an Equal Opportunity Employer
Performance standards:
* Annual review
$48k-81k yearly est. 35d ago
Luxury Client Relationship Manager
Nuovo Photography
Relationship manager job in Miami, FL
We are seeking a dynamic and experienced Luxury Client RelationshipManager to join our Miami photography studio. As a Luxury Client RelationshipManager, you will be responsible for providing unparalleled service and building enduring relationships with our clientele. You will serve as the primary point of contact for our guests, delivering personalized experiences and ensuring their satisfaction at every touchpoint.
KEY RESPONSIBILITIES
1. Client Engagement and Relationship Building:
- Cultivate strong, trust-based relationships with guests through personalized interactions, understanding their unique preferences and expectations.
- Serve as the main point of contact for guests, addressing inquiries, providing guidance, and offering bespoke solutions to meet their needs.
2. Exclusive Service Delivery:
- Provide a white-glove experience to Nuovo guests, offering concierge-style services such as private consultations, and customized photography sessions tailored to their tastes and preferences.
- Demonstrate expert knowledge of our photography services, including studio offerings, packages, and customization options, to deliver informed recommendations and advice.
3. Client Experience Enhancement:
- Anticipate and exceed the evolving needs of clients, proactively offering innovative solutions and upscale experiences to enhance their overall photography studio experience.
- Collaborate closely with clients to identify their unique needs and desires, offering bespoke solutions and personalized recommendations to meet their expectations.
4. Upselling and Revenue Generation:
- Identify opportunities for upselling additional photography services, products, or packages to guests, maximizing revenue and profitability for the studio.
- Handle high-value transactions with precision and attention to detail, ensuring a seamless and secure process for luxury purchases or investments.
5. Client Loyalty:
- Continuously assess client satisfaction and feedback, seeking opportunities for improvement and refinement of services to enhance the overall luxury client experience.
REQUIREMENTS
Qualifications?
- Proven experience (3+ years) in luxury client relationshipmanagement, preferably within the sales, hospitality, or luxury retail industry.
- Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with clientele.
- Strong sales acumen and negotiation skills, with a track record of driving revenue growth and achieving sales targets.
- Impeccable attention to detail and organizational skills, with the ability to manage multiple client accounts and projects simultaneously.
- Proficiency in Mac iOS systems.
- Passion for photography, art, and lifestyle trends.
- Availability to work evenings and weekends.
BENEFITS
Benefits?
- Competitive commission-based salary, with an annual base salary of 52k - opportunity to earn 100k to 150k+;
- Complimentary Nuovo shoot and beauty services
- Full-time employer benefits: Complete Group Insurance Benefits Package, including life, dental, disability, spousal.
Join Our Team:
If you are a dynamic and results-driven professional with a passion for delivering exceptional service to luxury clientele, we invite you to join our team and be part of our commitment to excellence in photography studio experiences. Apply now to embark on a rewarding career creating impactful client experiences!
Note: At Nuovo Photography, we celebrate diversity and are an equal opportunity employer. We encourage individuals of all backgrounds and experiences to apply.
#NUOVOUS
$47k-81k yearly est. 60d+ ago
Private Client Relationship Manager - Miami, FL
JPMC
Relationship manager job in Miami, FL
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
As a RelationshipManager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.
Job responsibilities
Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
Develop strong internal partnerships across all lines of business in order to best meet client's specific needs
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities, and skills
A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
Proven trusted relationship builder with a track record of delivering an exceptional client experience
Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
Demonstrated understanding of investments, wealth planning, credit and banking concepts
Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date
Preferred qualifications, capabilities, and skills
A bachelor's degree
Experience cultivating relationships through delivering Home or Business lending needs
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This role is located in the Miami, FL area and will report in the office.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
$47k-81k yearly est. Auto-Apply 60d+ ago
Client Relationship Manager
Insight Global
Relationship manager job in Hallandale Beach, FL
- Consistently hit revenue targets to fuel the growth of this exciting start-up - To learn about your industry, your relevant therapeutic area, client base and competitors becoming the expert in your field - Understand our tried and tested sales process, with ongoing support from staff and training materials
- Outbound calls to potential clients, focusing on driving revenue through our six key products
- Advise clients on forthcoming product developments, ensuring that we are staying at the cutting edge of innovation in our field
- Objection handling to support our clients in finding the perfect project
- Review your own performance and meet KPIs, with support from our operations team to ensure efficiency
- Once hitting target, opportunity to visit clients and represent the company at exhibitions, events and congresses (will include domestic and international travel congresses and clients)
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: ****************************************************
Skills and Requirements
- Bachelors degree in the life sciences field
- 0-2 years telesales experience (Business to Business Sales)
- Target/KPI driven: Confident with picking up the phone and making sales calls to Director level clients
- Quick-thinking, positive and persuasive
- An articulate and expressive communicator
- Desire to progress your career and be the top sales person in the group
- Driven to improve personal development, which will impact professional development
- Desire to be an expert within the industry and have a 'Gold Medal Winning' approach to the role - Ideally operating in a publishing, healthcare or pharma industry (Desirable)
$47k-82k yearly est. 22d ago
Client Relationship Manager
Captura Hall
Relationship manager job in Miami, FL
About Us
Captura Hall is a forward-thinking organization dedicated to delivering exceptional communication, branding, and client-focused solutions. We combine creativity with strategic insight to help our partners communicate with clarity, purpose, and impact. Our team thrives on innovation, precision, and a commitment to excellence-ensuring every project reflects the highest professional standards.
Job Description
We are looking for a motivated and detail-oriented Client RelationshipManager to join our team in Miami, FL. This role is essential in nurturing our client relationships, understanding their needs, and ensuring they receive outstanding service at every step. The ideal candidate is someone who communicates with clarity, manages priorities effectively, and contributes to building strong, lasting partnerships.
Responsibilities
Serve as a primary point of contact for clients, ensuring timely and attentive communication.
Develop and maintain long-term client relationships through consistent follow-up and support.
Identify client needs and collaborate with internal teams to provide effective solutions.
Manage client accounts, track progress, and ensure all deliverables align with expectations.
Prepare and present reports, updates, and insights to support decision-making.
Proactively address concerns, resolve issues, and maintain a high level of client satisfaction.
Support continuous improvement by gathering feedback and identifying opportunities for refinement.
Qualifications
Qualifications
Strong communication and interpersonal skills.
Excellent organizational and time-management abilities.
Ability to understand client needs and propose tailored solutions.
Professional demeanor and a commitment to delivering high-quality service.
Problem-solving mindset with a focus on collaboration and client success.
Ability to work independently and handle multiple priorities effectively.
Additional Information
Benefits
Competitive salary ranging from $57,000 to $63,000 per year.
Opportunities for growth and long-term career development.
Supportive, professional, and collaborative work environment.
Skill-building and training opportunities to enhance your career.
Full-time position with stable, rewarding responsibilities.
$57k-63k yearly 47d ago
Client Relationship Manager
Lumina Agency Inc. 3.0
Relationship manager job in Miami, FL
About Us
Lumina Agency Inc is a forward-thinking communications and branding firm dedicated to elevating the presence and voice of organizations across diverse industries. We blend strategic insight with creative precision to craft messaging that inspires, informs, and connects. Our team values innovation, clarity, and professionalism-delivering impactful communication solutions that drive meaningful results.
Job Description
We are seeking a driven and polished Client RelationshipManager to join our team in Miami, FL. In this role, you will serve as a trusted partner to clients, ensuring their needs are met, expectations exceeded, and long-term relationships strengthened. You will play a key role in representing our agency with professionalism while supporting day-to-day client communication, coordination, and satisfaction initiatives.
Responsibilities
Maintain strong, ongoing relationships with clients to ensure a positive and engaging experience.
Act as the main point of contact for client inquiries, service updates, and project coordination.
Monitor client satisfaction and identify opportunities for improvement or additional support.
Prepare and deliver clear reports, updates, and documentation for internal and external stakeholders.
Collaborate with internal teams to ensure smooth execution of client needs and service delivery.
Assist in onboarding new clients and guiding them through initial processes and expectations.
Support the development of strategies to enhance client retention and overall engagement.
Qualifications
Qualifications
Strong communication and interpersonal skills with a client-focused mindset.
Ability to manage multiple priorities with professionalism and attention to detail.
Problem-solving attitude with the ability to think proactively and offer solutions.
Organizational skills and the ability to maintain accurate records and correspondence.
Confidence in collaborating with cross-functional teams to support client objectives.
Additional Information
Benefits
Competitive salary range of $56,000 - $60,000 annually.
Professional growth and advancement opportunities within the company.
Skill development through ongoing training and internal support.
Dynamic and supportive work environment.
Comprehensive benefits package.
$56k-60k yearly 18d ago
Merrill Market Client Relationship Manager
Bank of America 4.7
Relationship manager job in Miami, FL
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 RelationshipManager (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 RelationshipManager (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.
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
$44k-74k yearly est. Auto-Apply 60d+ ago
Commercial Banker - Emerging Middle Market - Vice President
Jpmorganchase 4.8
Relationship manager job in Miami, FL
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
Five plus years lending or credit support related experience with a focus on business relationships
Understanding of Commercial Banking products and services
Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
Ability to collaborate with internal partners and resources
Demonstrated experience of meeting or exceeding sales goals
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
Bachelor's degree and formal credit training preferred
Sales management, business development skills, proficiency in building and maintaining positive client relationships
Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
Excellent business judgment, strategic thinking, self-directed, proactive and creative
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
As a RelationshipManager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.
Job responsibilities
Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
Develop strong internal partnerships across all lines of business in order to best meet client's specific needs
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities, and skills
A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
Proven trusted relationship builder with a track record of delivering an exceptional client experience
Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
Demonstrated understanding of investments, wealth planning, credit and banking concepts
Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date
Preferred qualifications, capabilities, and skills
A bachelor's degree
Experience cultivating relationships through delivering Home or Business lending needs
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This role is located in the Miami, FL area and will report in the office.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
$47k-81k yearly est. Auto-Apply 60d+ ago
Client Relationship Manager
Captura Hall
Relationship manager job in Miami, FL
About Us
Captura Hall is a forward-thinking organization dedicated to delivering exceptional communication, branding, and client-focused solutions. We combine creativity with strategic insight to help our partners communicate with clarity, purpose, and impact. Our team thrives on innovation, precision, and a commitment to excellence-ensuring every project reflects the highest professional standards.
Job Description
We are looking for a motivated and detail-oriented Client RelationshipManager to join our team in Miami, FL. This role is essential in nurturing our client relationships, understanding their needs, and ensuring they receive outstanding service at every step. The ideal candidate is someone who communicates with clarity, manages priorities effectively, and contributes to building strong, lasting partnerships.
Responsibilities
Serve as a primary point of contact for clients, ensuring timely and attentive communication.
Develop and maintain long-term client relationships through consistent follow-up and support.
Identify client needs and collaborate with internal teams to provide effective solutions.
Manage client accounts, track progress, and ensure all deliverables align with expectations.
Prepare and present reports, updates, and insights to support decision-making.
Proactively address concerns, resolve issues, and maintain a high level of client satisfaction.
Support continuous improvement by gathering feedback and identifying opportunities for refinement.
Qualifications
Qualifications
Strong communication and interpersonal skills.
Excellent organizational and time-management abilities.
Ability to understand client needs and propose tailored solutions.
Professional demeanor and a commitment to delivering high-quality service.
Problem-solving mindset with a focus on collaboration and client success.
Ability to work independently and handle multiple priorities effectively.
Additional Information
Benefits
Competitive salary ranging from $57,000 to $63,000 per year.
Opportunities for growth and long-term career development.
Supportive, professional, and collaborative work environment.
Skill-building and training opportunities to enhance your career.
Full-time position with stable, rewarding responsibilities.
$57k-63k yearly 18d ago
Client Relationship Manager
Lumina Agency 3.0
Relationship manager job in Miami, FL
About Us
Lumina Agency Inc is a forward-thinking communications and branding firm dedicated to elevating the presence and voice of organizations across diverse industries. We blend strategic insight with creative precision to craft messaging that inspires, informs, and connects. Our team values innovation, clarity, and professionalism-delivering impactful communication solutions that drive meaningful results.
Job Description
We are seeking a driven and polished Client RelationshipManager to join our team in Miami, FL. In this role, you will serve as a trusted partner to clients, ensuring their needs are met, expectations exceeded, and long-term relationships strengthened. You will play a key role in representing our agency with professionalism while supporting day-to-day client communication, coordination, and satisfaction initiatives.
Responsibilities
Maintain strong, ongoing relationships with clients to ensure a positive and engaging experience.
Act as the main point of contact for client inquiries, service updates, and project coordination.
Monitor client satisfaction and identify opportunities for improvement or additional support.
Prepare and deliver clear reports, updates, and documentation for internal and external stakeholders.
Collaborate with internal teams to ensure smooth execution of client needs and service delivery.
Assist in onboarding new clients and guiding them through initial processes and expectations.
Support the development of strategies to enhance client retention and overall engagement.
Qualifications
Qualifications
Strong communication and interpersonal skills with a client-focused mindset.
Ability to manage multiple priorities with professionalism and attention to detail.
Problem-solving attitude with the ability to think proactively and offer solutions.
Organizational skills and the ability to maintain accurate records and correspondence.
Confidence in collaborating with cross-functional teams to support client objectives.
Additional Information
Benefits
Competitive salary range of $56,000 - $60,000 annually.
Professional growth and advancement opportunities within the company.
Skill development through ongoing training and internal support.
Dynamic and supportive work environment.
Comprehensive benefits package.
$56k-60k yearly 48d ago
Merrill Market Client Relationship Manager
Bank of America 4.7
Relationship manager job in Miami, FL
Miami, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************
**:**
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 RelationshipManager (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 RelationshipManager (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.
+ 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
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$44k-74k yearly est. 60d+ ago
Commercial Banker - Emerging Middle Market - Vice President
Jpmorgan Chase & Co 4.8
Relationship manager job in Miami, FL
JobID: 210695217 JobSchedule: Full time JobShift: : If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
* Five plus years lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
$64k-109k yearly est. Auto-Apply 14d ago
Commercial Banker - Emerging Middle Market - Vice President
JPMC
Relationship manager job in Miami, FL
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
Five plus years lending or credit support related experience with a focus on business relationships
Understanding of Commercial Banking products and services
Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
Ability to collaborate with internal partners and resources
Demonstrated experience of meeting or exceeding sales goals
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
Bachelor's degree and formal credit training preferred
Sales management, business development skills, proficiency in building and maintaining positive client relationships
Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
Excellent business judgment, strategic thinking, self-directed, proactive and creative
$59k-97k yearly est. Auto-Apply 14d ago
Commercial Banker - Emerging Middle Market - Vice President
Jpmorgan Chase & Co 4.8
Relationship manager job in Fort Lauderdale, FL
JobID: 210695217 JobSchedule: Full time JobShift: : If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
* Five plus years lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
How much does a relationship manager earn in Palmetto Bay, FL?
The average relationship manager in Palmetto Bay, FL earns between $42,000 and $105,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.
Average relationship manager salary in Palmetto Bay, FL
$66,000
What are the biggest employers of Relationship Managers in Palmetto Bay, FL?
The biggest employers of Relationship Managers in Palmetto Bay, FL are: