Relationship manager jobs in Paterson, NJ - 4,564 jobs

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

The Leasing Team at REAL New York is in charge of driving rentals for our exclusive property owner/management customer base. As a Leasing Coordinator, you will be responsible for the full leasing cycle from new vacancy through successful lease up. We are looking for a proactive, detail-oriented, results-driven, solution-oriented individual with clear communication skills to join our growing team! Ideal Leasing Coordinator Act as the primary company liaison for assigned accounts and portfolios with the goal of developing a strong relationship with accounts ensuring we are providing optimal customer service. Ensure the company database is kept up-to-date. Conduct weekly audits to ensure marketing is in line with company standards. Provide consistent feedback to property management/owners on the status of assigned vacancies, steps that the company is taking to drive lease up, showing feedback from agents and making suggestions about positioning. Drive leasing performance for assigned accounts by evaluating photography, listing information, marketing, descriptions, agent assignment, lead generation and pricing. Develop internal marketing strategies to drive leasing results for your assigned portfolios. Be an expert on your assigned portfolios by visiting buildings and touring assigned units. Confirming amenities, finishes and evaluating pricing. Review applications for assigned accounts to ensure terms are in line with property management expectations. Negotiate deal terms with the goal of finding a happy medium where possible. Announce deposits and compile/submit applications for approval ensuring that all application requirements are met. Ensure completed lease packages and payments are delivered in a timely manner to property management. Ensure tenants are provided with move-in instructions. Ensure all new assigned accounts are fully onboarded as per onboarding processes. Ideal Candidate Good judgment - The exercise of critical thinking, analyzing and assessing problems and implications, identifying patterns, making connections of underlying issues, understanding risks and developing mitigation strategies, and taking ownership of the outcome. Detail-oriented - Exercise extreme attention to detail; is thorough, accurate, organized, productive and seeks to understand both the cause and effect of a situation. Results-driven - Consistently achieves results, even under difficult circumstances. Clear communication - The ability to articulate thoughts and express ideas effectively using oral, written, visual and non-verbal communication skills, as well as listening skills to gain understanding. Solution oriented mindset - Help identify the source of a question or challenge and provide the right, or a better, way of doing things based on the needs of your accounts and/or the department. Job Type: Full-time Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance

Meet Method We built Method to propel the next decade of consumer finance. Method's APIs are redefining financial connectivity with real-time read-write access to consumer liability accounts and bringing consumer finance one step closer to being autonomous. We are built on the tenets of consumer permissioned data access to enable financial institutions to deliver the most competitive products and seamless experiences to the consumer. We have helped 45+ million users connect 350+ million liability accounts, credential-less, save millions in interest and fees and get access to billions of dollars in personalized loans. We have partnered with some of the world's largest fintech companies - including Robinhood, Bilt Rewards, SoFi, PenFed, Figure, Happy Money and Aven - to deliver frictionless, personalized and engaging user experiences. We're a team of 50+ people spread across offices in Austin, SF, New York City and Washington D.C! We're excited to continue the momentum working alongside our investors and advisors from Andreessen Horowitz, Emergence Capital, Y Combinator, Avra, and Ardent. To learn more about us, check out our blog! The impact As Method's Head of Customer Success, you'll architect and execute the post-sales engine that drives Method's growth. Reporting directly to the CEO, you'll build world-class customer relationships while establishing the systems, processes, and teams that transform our high-growth fintech product into a predictable, scalable revenue driver. You'll own the entire customer lifecycle, from signed contracts through onboarding, steady-state operations, renewal, and expansion. This isn't just a relationship role; it's an operational leadership position where your success is measured by Time-to-Value (TTV), Net Revenue Retention (NRR), and the efficiency of the CS organization you build. Your influence extends far beyond traditional customer success. You'll shape product development by translating customer insights into actionable roadmap priorities, inform go-to-market strategy, and bridge the gap between customer needs and engineering execution. This is a rare opportunity to define customer success at a company poised for significant growth- building both the high-touch relationships and the scalable infrastructure that will carry us through our next phase of evolution! What you'll do Build the CS Operating System - Design and manage the day-to-day operating cadence. Establish clear reporting structures for team OKRs, health scores, and cross-functional KPIs that provide transparent visibility into our book of business. Lead and scale the team - Build, mentor, and empower a high-performing customer success organization. Create the conditions for your team to thrive while moving from "manual heroics" toward repeatable, scalable workflows. Accelerate Time-to-Value - Own and relentlessly optimize the onboarding and implementation lifecycle. Remove bottlenecks to ensure customers realize ROI as quickly as possible and experience seamless success from day one. Become a trusted advisor - Develop deep expertise in customers' businesses, challenges, and objectives. Position Method as an essential strategic partner in their success. Define and enforce service standards - Establish clear SLAs for support and implementation. Build internal accountability loops that ensure consistent delivery of high-quality service. Champion customer insights - Serve as the voice of the customer internally. Quantify feedback and market signals, translating them into prioritized product and strategy recommendations that keep Method ahead of the curve. Who you are Seasoned leader with 10+ years in client-facing roles, including experience leading customer success strategies, managing fintech partnerships, working with API products, and building high-performing teams. Data-obsessed and systems thinker. You use data to support volume and SLA performance. You enjoy building the infrastructure (tooling, playbooks, dashboards) as much as the strategy. You enjoy building the infrastructure (tooling, playbooks, dashboards) as much as the strategy. Commercially savvy - You understand CS as a profit center and are comfortable discussing NRR, churn cohorts, expansion pipelines, and the strategic priorities that fuel customer success. Self-starter and owner - Proactive, decisive, and naturally inclined to take initiative. You can manage complex situations by quickly mobilizing resources across the company. Proven track record in consulting, pre-sales, technical customer success, or similar roles demonstrating measurable operational and commercial impact. Naturally curious about emerging technologies and fintech trends, staying ahead of industry evolution. Exceptional collaborator who builds strong relationships across diverse teams and organizations. Extra awesome Experience in finance or fintech industries. Track record in early-stage or startup environments. Familiarity with Linear, Retool, and modern CS tech stacks. -- The annual US base salary range for this role is: $200,000 - $250,000. #J-18808-Ljbffr

As a **Client Solutions Manager** , your responsibilities will include: + Business development: Develop and grow your own client base by marketing our services for full time placement solutions using your proven **Marketing & Creative** and/or recruiting background. Market to **Marketing & Creative** via telephone, video as well as conduct in-person meetings with **Marketing & Creative** and key decision makers. Client Solutions Manager will participate in local association and networking events to solidify Robert Half's presence in the local business community. + Placement activities: Select well-matched candidates to fulfill client job orders and maintain on-going contact with client companies and contract professionals currently on assignment to ensure both receive exceptional customer service. In addition, the client solutions manager will resolve any customer service issues quickly and efficiently to maintain the highest level of customer satisfaction. + Meet and exceed weekly business development goals. **Qualifications:** + Bachelor's degree required. **Marketing & Creative** degree preferred. + 2+ years of business-to-business development experience and/or working in a **Marketing & Creative** related field is preferred. + Must have a strong desire to build a career in business development by using proven closing skills and the ability to build client relationships. + A combination of business development and account management skills are required. + Ability to multi-task and persevere in a fast-paced dynamic environment with a sense of urgency. + Must have a proven track record of success and be a competitive and self-motivated individual. Salary: The typical salary range for this position is $70,000 to $90,000. The salary is negotiable depending upon experience and location. The position is eligible for a bonus based upon achievement of performance objectives. **Top Reasons to Work for Robert Half:** + **EXCITING CAREER OPPORTUNITIES WITH THE INDUSTRY LEADER -** For more than 75 years, our history of success and strong client relationships provide a level of stability few companies can match. + **PERFORMANCE = REWARD -** We offer exceptional earning potential and a competitive benefits package, including a base salary and bonus pay (for talent professional positions), group health insurance benefits (medical, vision, dental), flexible spending and health savings accounts, life and accident insurance, adoption, surrogacy and fertility assistance, paid parental leave of up to 6 weeks, and short/long term disability. Robert Half provides paid time off for vacation, personal needs, and sick time. The amount of Choice Time Off (CTO) our people receive varies based on their years of service and is pro-rated based on the hours worked per week. A new hire earns up to 17 days of CTO per calendar year. Our people also receive up to 11 paid holidays per calendar year. We also offer the opportunity to contribute to our company 401(k) savings and investment plan or deferred compensation plan (if eligible), with an employer match of 100% on the first 3% of your contributions for eligible employees. Learn more at roberthalfbenefits.com . + **UPWARD MOBILITY -** With more than 300 locations worldwide, we provide excellent career advancement potential, both locally and beyond. + **TOOLS FOR SUCCESS -** We provide world-class training, client relationship management tools and advanced technology to help you succeed. + **RESPECTED WORLDWIDE -** Robert Half has appeared on FORTUNE magazine's list of "Most Admired Companies" since 1998, as well as numerous "Best Places to Work" lists around the world. + **OUTSTANDING CORPORATE RESPONSIBILITY -** We believe in an "Ethics First" philosophy, which means we are committed to social responsibility, promoting inclusion in the workplace, and actively participating in communities where we live and work. Learn more by downloading Robert Half's Corporate Responsibility Report at roberthalf.com/about-robert-half/corporate-responsibility . Robert Half is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to HRSolutions@roberthalf.com or call 1.855.744.6947 for assistance. In your email please include the following: + The specific accommodation requested to complete the employment application. + The location(s) (city, state) to which you would like to apply. For positions located in San Francisco, CA: Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. For positions located in Los Angeles County, CA: Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. **JOB LOCATION** NY MIDTOWN NEW YORK

Are you ready to join Connecticut Innovation's vibrant community of innovators? Connecticut Innovations (“CI”) is Connecticut's strategic venture capital arm, and we are passionate about serving our portfolio of 220+ companies across various industries, with strengths in life sciences, technology, and climate tech. Come join Curacity: Hotel marketing software that turns media into revenue!! Position: Senior Customer Success Manager Reports to: VP of Customer Success | Grace (. | LinkedIn Location: New York, NY (Hybrid - in the office Tuesday, Wednesday, Thursday) About Curacity Curacity is the leading media brand network driving measurable revenue for luxury and lifestyle hotels through brand-elevating exposure to high-value travelers. Leveraging proprietary technology and first-party data through partnerships with top travel publications like AFAR and Travel+Leisure, our platform delivers validated 10×-20× ROI. Named among Inc. 5000's Top 20 Travel & Hospitality Companies and Digiday's Best Content Marketing Platform of 2024, Curacity is headquartered in New York and Stamford, CT. Position Overview We're seeking a Senior Customer Success Manager who thrives at the intersection of marketing strategy and performance analytics. You'll partner with marketers and business leaders at companies ranging from independents to major brands, helping them leverage premium media content from outlets like Travel + Leisure , Food & Wine , and AFAR to drive measurable demand, bookings, and revenue. This role requires someone who understands B2B customer success at scale. You'll need to be equally comfortable discussing marketing strategy with executives and troubleshooting technical integrations with operations teams. You'll work with sophisticated customers who demand proof, not buzzwords-and you'll need analytical thinking, industry knowledge, and the ability to diagnose complex problems without obvious answers. What You'll Do Own strategic relationships for a portfolio of high-value accounts, developing deep understanding of each customer's business model, competitive positioning, and growth objectives Analyze multi-layered performance data like engagement metrics, attribution, and market trends to identify optimization opportunities and deliver actionable recommendations Lead quarterly business reviews that connect platform performance to broader business objectives, using data to tell compelling stories about impact Partner with internal teams (Product, Operations, & Partnerships) to advocate for customer needs, refine strategies, and ensure seamless technical implementations Design and execute testing strategies to continuously improve campaign performance across channels, content types, and audience segments Identify expansion opportunities based on demonstrated ROI and build champions within customer organizations Proactively monitor account health and intervene before issues escalate - investigating data discrepancies, diagnosing performance drops, anticipating seasonal challenges What We're Looking For 5+ years in Customer Success, Account Management, or consulting with enterprise/mid-market accounts Bachelor's degree from an accredited university or college required, with a focus/concentration of hospitality, business, and/or marketing strongly preferred Business fluent: You understand your customers' business models, competitive dynamics, and economic drivers; can discuss marketing performance and ROI intelligently Analytically sharp: Comfortable with performance data, attribution models, and spotting patterns without drowning in spreadsheets. Strategic communicator: Seamlessly shift between casual troubleshooting and executive presentations; explain technical concepts without jargon Intellectually curious: Approach ambiguous problems as puzzles to solve; energized by complexity; have strong opinions loosely held Customer-centric operator: Balance empathy with accountability; build trust through reliability and actually knowing customers' business; view criticism as valuable data Hospitality, marketing technology, or media experience strongly preferred Why Curacity? You'll join an award-winning, fast-growing team at the intersection of luxury travel and cutting-edge ad tech. We offer competitive compensation, comprehensive benefits, and the opportunity to shape the future of hospitality marketing. What We Offer Curacity offers a competitive package which includes base salary, equity, and comprehensive benefits, including: Equity: Stock options are offered to all full-time employees Healthcare: Comprehensive medical and dental insurance plans, long-term disability policy, generous company contribution Retirement: 401(k) match - up to 4% of your total compensation matched dollar-for-dollar (US-based employees) Flexibility: Hybrid Work for NYC-Based Roles: Virtual (2 Days); In-office (3 Days); Multiple “work from anywhere” periods/year PTO: 15 personal days, in addition to 10+ public holiday closure dates Wellness: $100 monthly stipend for health and wellness related activities Recognition: Birthday, anniversary, and other every-day surprises and gifts to recognize the hard work of our team members Culture: Casual, collaborative (and dog friendly!) work environment in the heart of Flatiron with CWJ cold brew on tap Exact compensation for this role is determined based on a number of factors including experience, skill level, and qualifications which are assessed during the interview process. Additional details about total compensation and benefits will be provided by our team during the hiring process. In addition to the salary range listed, this role is eligible for commission-based compensation. Equal Opportunity Curacity is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive team and do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law. We encourage candidates of all backgrounds to apply, and we provide reasonable accommodations during the hiring process for individuals with disabilities, upon request.

The Customer Success Manager is responsible for growing and adding a book of businesses by developing and nurturing the relationship between the Company's existing and new clients. This position will be a subject matter expert on the client organization and client structure. This position requires organizational skills, attention to detail, and impactful interpersonal skills both within and outside the organization. Ideally candidates are located near our NJ or NY offices but we are also open to facilities professionals located in other geographies. This position offers a competitive base salary and significant bonuses that result from successful account growth and inside sales. Job Responsibilities: • Negotiate contracts and close agreements to maximize profit. • Develop a trusted advisor relationship with key accounts, customer stakeholders, and executive sponsors with assigned clients. • Take ownership of the designated client accounts, managing a ‘book of business' through their SLAs (Service Level Agreements), RFIs (Request for Information), and RFPs (Request for Proposals) processes and requirements. • Understand, interpret, and accommodate varied KPIs (Key Performance Indicators) as dictated by the designated clients. • Consistently review designated existing client accounts, identifying opportunities for new business ventures and upselling services to better serve their needs and exceed sales quotas. • Ensure the timely and successful delivery of our solutions according to customer needs and objectives. • Communicate the progress of monthly/quarterly initiatives to internal and external stakeholders. • Forecast and track key account metrics (e.g., quarterly sales results and annual forecasts) and prepare reports on account status. • Other duties as required or assigned. • Assist with high-severity requests or issue escalations as needed. Proficiencies: • Strong organizational skills • Attention to detail • Possess friendly and positive disposition • Adaptable and able to work in a fast-paced environment. • Ability to manage multiple projects at a time • Display effective communication skills • Negotiation skills Requirements Supervisory Requirements: This position does not have direct-report supervisory responsibility but does serve as a coach and mentor within the Account team as well as for other positions within the company. Education/Experience: • College Diploma with three years' experience in project management, time management, and people management or any equivalent combination of training and experience that provides the required knowledge, skills, and abilities to qualify. • Customer service experience, preferably in a retail, restaurant, or related environment. • Facilities management experience and familiarity with construction trade & processes, preferably in a retail or restaurant environment • To perform this job successfully, an individual should have basic skills in a work management system, proficiency in MS Office skills, and the willingness to expand their knowledge. Work Environment/Physical & Visual Demands: • This is a full-time position with 40 hours of work or more per week. Days and hours are typically within standard business hours, Monday through Friday from 8:30 a.m. to 5:00 p.m. EST. Though this is not an after-hours “on-call” position, availability to answer phone calls after normal business hours and on weekends is required as job duties demand. • This position requires extensive contact with people and local travel up to 10% may be required, based on the needs of the business. • Physical Demands: Speaking, Listening, Writing, Sitting, Keystroke, Crouching, Kneeling, Reaching, Standing, Walking, Pushing, Pulling, Finger movement, Squatting, Grasping, Repetitive Motion, and Sedentary/ Light work, Climbing, requiring lifting up to 20lbs or up to 50lbs with assistance. • Visual Demands: Visual acuity to perform activities such as viewing a computer terminal and reading. • Environment Conditions: This position is subject to sufficient noise with an indoor environmental condition; protected from weather conditions, but not necessarily from temperature changes

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

MS Shift is expanding-and we're hiring a motivated and customer-centric Customer Success Manager to help our clients get the most from our security and operations software suite. You'll be the face of MS Shift post-sale: leading onboarding, providing training, ensuring adoption, and driving customer satisfaction. This is a hands-on role where your communication and problem-solving skills will directly influence retention, renewal, and customer growth. Key Responsibilities Customer Relationship Management Serve as the main point of contact for assigned customer accounts. Build trust with key stakeholders and ensure customer satisfaction throughout the lifecycle. Conduct regular check-ins and quarterly business reviews. Upsell & Cross-sell Support Identify opportunities for account expansion and work with Sales to close deals. Position new features, modules, and services to existing customers. Track and report pipeline activities in Salesforce. Cold Calling & Prospecting Conduct outbound cold calls to re-engage dormant accounts or expand within existing accounts. Maintain a minimum of 240+ minutes of daily talk time (calls, demos, customer check-ins). Onboarding & Retention Guide customers through onboarding, ensuring a smooth setup and early adoption. Monitor customer health and take proactive steps to reduce churn. Escalate issues internally and ensure timely resolution. Demos & Training Deliver tailored product demos to prospects and customers. Conduct training sessions and webinars to improve product adoption. Create or share training resources to enable customer success. CRM & Reporting Use Salesforce CRM daily to log activities, calls, demos, and customer engagement. Maintain accurate records of upsell opportunities, renewals, and risks. Provide reports on account health and expansion opportunities. Internal Collaboration Work closely with Sales, Product, and Support teams to ensure seamless customer experience. Share customer insights and feedback to improve product and processes. Qualifications 8+ years of experience in Customer Success, Account Management, or Sales within a SaaS/Tech company. Experience with upselling, cross-selling, cold calling, and product demos/training. Strong working knowledge of Salesforce CRM (activity tracking, pipeline reporting, dashboards). Excellent communication, relationship-building, and problem-solving skills. Strong organizational skills with the ability to manage multiple accounts at once. Bachelor's degree in Business, Communications, or related field preferred. Key Performance Indicators (KPIs) Customer Retention & Renewal Rate Net Revenue Retention (NRR) Upsell / Cross-sell opportunities generated & closed 240+ minutes daily talk time Demo-to-adoption conversion rate Salesforce activity logging accuracy & timeliness Compensation & Benefits Competitive base salary. 10% sales commission on each ARR upsell. Performance bonus opportunities tied to customer success KPIs. Health, dental, vision, and retirement benefits. Career growth and professional development opportunities. MS Shift is an equal opportunity employer. We value diversity and do not discriminate based on race, religion, gender, sexual orientation, age, disability status, or veteran status.

Location: Soho, NYC | Full-Time | Reports to Director of Operations About the Role AFLALO is a modern house, blending opulence with a provocative, contemporary vision. As Studio Sales & Client Experience Manager, you will shape how clients encounter AFLALO from day one-curating refined in-studio experiences, building long-term VIP relationships, and driving meaningful sales through personal connection. This is an opportunity to set the clienteling standard for our Soho studio and establish a foundation of loyal, repeat clients. This role is designed to grow with the business. The initial scope is broader, offering hands-on exposure to client experience across multiple touchpoints and the opportunity to help establish standards and processes from the outset. Responsibilities Welcome and assist all in-studio clients-walk-ins, styling appointments, and events Offer personalized styling and warm, concierge-level service Build and maintain a CRM of VIPs and top clients, tracking preferences and purchases Follow up post-visit to encourage retention and repeat purchases Respond to client inquiries related to orders, product information, returns, and exchanges via email and phone Coordinate gifting, guest lists, and thoughtful touches for top clients Maintain an elegant, orderly studio that reflects the AFLALO aesthetic Share client feedback and insights with the merchandising and operations teams Schedule Full-time, 5 days per week Weekend availability required (Wednesday-Sunday typical) Qualifications 5 years of luxury retail, showroom, or client development experience Proven record of driving sales through VIP clienteling Strong styling sensibility and ability to curate wardrobes for discerning clients Highly polished, warm, and discreet with excellent communication skills Deep understanding of luxury service standards and CRM best practices Driven, entrepreneurial spirit-eager to build a new client base from the ground up Compensation & Rewards Base salary: $75K-$90K Uncapped commission tied to client sales and long-term retention

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

Talent International is partnering with a rapidly growing healthcare SaaS company that's looking for their next Account Manager to strengthen client relationships and drive expansion. Compensation: $100K base + $140K OTE (uncapped) Responsibilities Grow and expand relationships within an existing customer base Identify upsell and cross-sell opportunities to drive revenue Ensure clients continue to see strong value in the platform Deliver exceptional customer experiences through trusted partnerships Lead discovery and demo calls Qualifications 2+ years in a client-facing sales or account management role Strong communication and presentation skills Proven success in revenue growth through retention and upsells Experience selling into complex or non-technical customer environments (healthcare tech a plus) Experience in the SaaS space Experience delivering product demos or presenting solutions to clients Interested? Reach out to ************************************** or apply directly!

Our Mission At Palo Alto Networks everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. We have the vision of a world where each day is safer and more secure than the one before. These aren't easy goals to accomplish - but we're not here for easy. We're here for better. We are a company built on the foundation of challenging and disrupting the way things are done, and we're looking for innovators who are as committed to shaping the future of cybersecurity as we are. We're changing the nature of work. Palo Alto Networks is evolving to meet the needs of our employees now and in the future through FLEXWORK, our approach to how we work. From benefits to learning, location to leadership, we've rethought and recreated every aspect of the employee experience at Palo Alto Networks. And because it FLEXes around each individual employee based on their individual choices, employees are empowered to push boundaries and help us all evolve, together. Job Description Your Career The Named Account Manager partners with our healthcare customers to secure their entire digital experience. You're motivated by the desire to solve critical challenges facing our customer's secure environment, so you're prepared to connect them with a solution for every stage of threat prevention. This role is a significant driver of company revenue and growth. As an experienced and dynamic sales professional, you're responsible for leading and driving sales engagements. Palo Alto Networks is leading the charge in platformization, offering best-in-breed solutions that enable customers to build a truly zero-trust security architecture and navigate critical transformations. To ensure our sales team is equipped to guide customers, we've developed FLIGHT, an immersive onboarding program. Flight blends virtual and in-person learning at our headquarters, where new sales hires will participate in dynamic cohorts, fully dedicated to their training without customer distractions. This focused approach ensures they emerge as well-prepared sales professionals, ready to help customers leverage our comprehensive portfolio. Your Impact You will drive and orchestrate complex sales cycles and work with our internal partners and teams to best serve the customer Your consultative selling experience will identify business challenges and create solutions for prospects and our customers Understand the competitive landscape and customer needs so you can effectively position the portfolio of Palo Alto Networks solutions Create clear goals and complete accurate forecasting through developing a detailed territory plan Leverage prospect stories to create a compelling value proposition with insights into value for that specific account Stay updated on industry news and trends, and how they affect Palo Alto Networks products and services Travel as necessary within your territory, and to company-wide meetings Qualifications Your Experience Experience and knowledge of SaaS-based architectures, ideally in a networking and/or security industry Demonstrated experience selling complex solutions, value selling, and/or consultative sales techniques Technical aptitude for understanding how technology products and solutions solve business problems Identifies problems, reviews data, determines the root causes, and provides scalable solutions Cultivate relationships with our channel partners to bring channel-centric go-to-market approach for our customers Demonstrates in depth knowledge of the full sales cycle and the ability to follow a structured sales process Ability to take a holistic approach to problem solving by understanding the bigger picture, and considering complex interrelationships and outcomes Excellent time management skills, and work with high levels of autonomy and self-direction Additional Information The Team Our sales team members work hand-in-hand with large organizations around the world to keep their digital environments protected. We educate, inspire, and empower our potential clients in their journey to security. As part of our sales team, you are empowered with unmatched systems and tools, constantly updated research and sales libraries, and a team built on joint success. You won't find someone at Palo Alto Networks that isn't committed to your success - with everyone pitching in to assist when it comes to solutions selling, learning, and development. As a member of our sales team, you are motivated by a solutions-focused sales environment and find fulfillment in working with clients to resolve incredibly complex cyberthreats. Compensation Disclosure The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $255000/YR - $351000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found here. Our Commitment We're problem solvers that take risks and challenge cybersecurity's status quo. It's simple: we can't accomplish our mission without diverse teams innovating, together. We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at accommodations@paloaltonetworks.com. Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics. All your information will be kept confidential according to EEO guidelines. Motor-Vehicle Requirement: This role may require travel to and from Palo Alto Networks, Inc. business meetings and events and requires reliable transportation to do so. If a hire chooses to drive in connection with company business, the hire for this role must maintain a valid driver's license.

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

Sky I.T. Group is the home of SKYPAD, a leading B2B SaaS platform, supporting the collaboration of the world's most recognizable brands with the top retailers across the globe. Leveraging automation and self-serve reporting, SKYPAD provides insights into product and location level trends that drive planning, forecasting, and supply chain decisions, refining the consumer shopping experience. Today, SKYPAD services over 3,000 users, from 2,000+ brands across several industry verticals and geographic regions. Our client brand portfolio of industry leaders includes Gucci, Prada, Rag & Bone, Lucky Brand, Burberry, and L'Oréal. The SKYPAD retailer partner network includes Nordstrom, Neiman Marcus, Bergdorf Goodman, and Saks Fifth Avenue. POSITION SUMMARY This position - Enterprise Associate Account Manager is responsible for managing a portfolio of new and existing clients and supporting larger accounts with contacts at the VP, Director, Manager and Associate levels as well as internal teams across production, business analyst/development, sales, and marketing. This position reports to the Enterprise Director and is based in New York City (Chelsea/Garment District). Full time role Hybrid Schedule DUTIES AND RESPONSIBILITIES Within a list of Apparel/Fashion accounts, the Associate Account Manager will: Support the Enterprise Director on their portfolio of accounts Attend and actively participate in routine luxury and contemporary fashion account client meetings and conduct SKYPAD trainings with clients both on- and off-site. Manage the full cycle of Data Audit Reports that are sent and reviewed with clients on a quarterly basis (4x a year). Maintain customer satisfaction throughout the account management process: this includes applying exceptional written and verbal skills, keen ability to “problem-solve” and follow-up with clients, decipher user inquiries and collaborate efficiently between internal teams and client contacts. Work closely with client wholesale, planning, buying, retail, and technical teams daily. Liaison between internal technical production teams and client business users, and follow up with customers to address reporting issues and inquiries. Validate, on occasion and when needed, retail data using excel. Utilize listening and probing skills to identify and assess the client's needs while also upselling SKYPAD enhancements organically. Exercise sound judgment to analyze and identify solid opportunities in line with corporate strategy. Deliver a high-quality overview and demonstration of reporting services and be able to respond to standard questions regarding the company and services via company selling standards. Provide feedback to the various internal teams to help drive new solutions, create more effective marketing tools, and improve current solutions. Requirements Excellent written and verbal communication skills, including solution-based issues management. Demonstrated ability to work well under tight deadlines and pressure without compromising standards. Proven competency of intermediate-to-advanced Excel skills required. Display a high level of energy and sense of urgency to drive both exceptional client satisfaction and internal efficiencies. Charismatic, bright, organized, and analytical with a “can-do” mentality. Ability to execute client solutions as defined by Account Management team. EDUCATION AND/OR EXPERIENCE PREFERRED FOR POSITION: Four-year Degree, preferably in Business, Fashion Management, or Marketing. 3+ years' experience in apparel/fashion merchandising, buying, planning or related activities. Preferred 1-2 years of experience in B2B SaaS/Software Sales, e-commerce, technology solutions Proven success in managing internal and external relationships, communications. Proven ability to comprehend basic retail math and utilize intermediate-to-advanced excel skills across daily activities. Knowledge of retail/wholesale enterprise and business intelligence reporting programs (e.g. SAP, BlueCherry, RLM, Retail Pro, QlikView, Microstrategy, Cognos,). Fashion or consumer products industry knowledge preferred. WHY SKYPAD? We're creative, innovative, and experienced in helping businesses become more efficient. Ensuring that each member of our team feels fulfilled and on track to become the very best employee they can be is important - and we encourage our people to discover new ways of achieving specific goals. We fully believe that each and every individual part of our organization provides value, a new perspective and progress to SKYPAD's growth and success. Our professional team is very welcoming and eager to support our new members. Come join us so we can build together! BENEFITS SKYPAD offers a competitive salary and benefits package complete with medical, dental & vision insurance, a matching 401k program, flexible PTO & a wide array of holidays. Featured benefits Medical insurance Vision insurance Dental insurance 401(k)

Job Description Honest Networks is dedicated to delivering high-quality and affordable internet service as a catalyst for community growth, fostering learning, creativity, and enjoyment. We are a rapidly expanding, venture-backed internet service provider headquartered in Manhattan. We focus on offering gigabit internet service at transparent and affordable prices, all while providing exceptional customer service. We achieve this goal by employing individuals with high integrity, a strong work ethic, and a passion for continuous learning. If working in a fast-paced, results-oriented, and mission-driven environment excites you, we encourage you to apply and join our team. Learn more at *************** About the Role Honest Networks is seeking a Client Relationship Manager (CRM) who is excited to help us expand our 5G internet network to new communities by planning and executing on exciting marketing and event campaigns. The CRM will create and nurture long-term relationships with customers, resolve any issues that arise to ensure customers are satisfied with our services. Our goal is to grow our subscriber count in buildings where Honest Internet is currently an internet option for residents, offering them faster and more affordable connectivity. You should be excited to help us in achieving this mission! The CRM will plan, strategize and host high-end marketing events to promote the Honest Networks brand and sell its service in large residential properties. This person will be responsible for interacting with various stakeholders in apartment buildings with the main goal of growing our subscriber base. This would involve both executing day-to-day marketing tasks and events as well as scheduling/planning for future ones. This is a full-time, on-site role based in the New York Tri-State area. CRM's must cover territory via mass transit in New York City, Jersey City, Hoboken, Westchester, and Stamford, CT., with the ability to occasionally work in early mornings and evenings for events. Responsibilities Be the face of the company to our building partners. Foster strong relationships by building good rapport with clients and partners and proactively address inquiries, concerns, and requests in a timely and professional manner. Coordinate successful network expansions into new properties with landlords, property managers and building employees as well as third party vendors in the building. Negotiate marketing rights that will drive subscriber growth by finding mutually beneficial solutions with clients and various partners/vendors. Develop and execute against strategies to meet or exceed sales forecasts and projections. Prepare and host informal and formal in person or virtual marketing events; including planning, procurement, marketing, and execution. Educate and excite customers on integrated solutions including; Security, VoIP, wifi managing tools/companies, and online streaming services to drive subscriber conversion. Respond to customer-lead inquiries promptly and professionally, and update customer databases with contact details and interest information from prospective customers. Create marketing campaigns to drive subscribers. Key Attributes Friendly: you should be excited to help bring faster and affordable internet to everyone you meet. Customer-focused: you should have a customer-oriented attitude;background in customer service and industry knowledge is a plus. Technology-focused: you are comfortable learning about and discussing new technologies, including internet (fiber optic, 5G), utilizing software applications to perform tasks and IT-related topics (e.g. Wi-Fi coverage, voice over IP). Detail-oriented: ability to follow a clear set of specified instructions and operate in different environments. Comfortable working in a fast paced environment. Great communication: sets expectations and communicates clearly with customers; responsive to other Honest team members, both in the field and office. Problem solving attitude: able to troubleshoot issues, come up with all available solutions and act in the moment. Requirements Location: Must be local to the New York Tri-State area, with the ability to cover territory via mass transit in New York City, Jersey City, Hoboken, Westchester, and Stamford CT. Comfortable working in public settings, including venues in Manhattan, Brooklyn, Jersey City, Stamford and Westchester. 1-2 years of customer service or customer-facing experience; great attitude. Read, understand and follow directions for onboarding new buildings and hosting event materials. Flexible working schedule: full-time roles are primarily during normal business hours, but you must be able to occasionally work in early mornings or events for events. Benefits Attractive starting compensation: Target $82,000/year (of which $70,000/year base salary and target bonus of $12,000) Metrocard reimbursement 10 days of paid time off (PTO) per year 7 days of paid sick leave per year Medical and dental benefits 401k program inclusion after 3 months of employment Honest Networks' Values Honest is committed to providing equal employment opportunities to all individuals. We value diversity and do not discriminate based on race, color, ethnicity, age, gender identity and expression, sexual orientation, religion, national origin, socioeconomic status, disability, veteran status, or any other legally protected characteristic. We offer reasonable accommodations to applicants with disabilities upon request to facilitate their participation in the hiring process.

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

Nardello & Co., a leading global investigations firm, seeks a Client Relationship Manager to strengthen relationships with key clients and support business development initiatives. Reporting to the Chief Business Development & Marketing Officer in New York, this role is primarily focused on US activities with some global elements; requires a proactive, detail-oriented professional with experience in client development strategies, CRM management (Salesforce preferred), and stakeholder engagement. Key Responsibilities Develop and execute client relationship strategies and growth plans. Monitor client-related news and share updates internally. Identify cross-selling opportunities with Client Relationship Leads. Coordinate client training sessions, CLEs, and events. Manage client gifting programs and maintain client databases. Track expenses and ensure alignment with marketing budgets. Research and build targeted event lists. Analyze client data and prepare BD activity reports. Collaborate with Marketing, IT, Legal, and Operations on client initiatives. Qualifications Minimum of 5-7 years of client relationship or account management experience in global professional services; legal or investigations sector knowledge preferred. Demonstrated ability to develop and implement client development strategies in the US, international exposure a plus. Strong project management, communication, and organizational skills. Ability to work independently in a fast-paced environment. Proficiency in Microsoft Office; Salesforce experience highly preferred. Bachelor's degree preferred. Additional Details Hybrid work environment; some travel required. Competitive compensation and benefits. Nardello & Co. is an Equal Opportunity Employer. Who We Are With offices in New York, London, Washington DC, San Francisco, Los Angeles, Hong Kong, Singapore, and Dubai, Nardello & Co. is a global investigations firm whose experienced professionals handle a broad range of matters including due diligence, anti-corruption and fraud investigations, civil and white collar criminal litigation and arbitration support, asset tracing, activist defense, political risk and strategic intelligence, digital investigations and cyber defense, monitorships and independent investigations, and compliance. Nardello & Co. enjoys a reputation as the best kept secret of leading law firms and financial institutions, Fortune 500 and FTSE 100 companies, high-net-worth individuals and family offices, governments, NGOs, sports organizations, and academic institutions who know that managing risk effectively requires choosing the best investigative partner. We believe that excellence starts with having the right people. Our professionals have spent their entire careers building and enhancing their expertise. Our professional team includes former US federal prosecutors, US and international lawyers, former law enforcement personnel and intelligence operatives, licensed investigators, research analysts, former journalists, financial crimes specialists, forensic accountants, and computer forensic experts. Our team is composed of proven performers who think creatively and strategically, adhere to the highest ethical standards, and are committed to excellence.

Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. **Job responsibilities** + Develop new and manage existing client relationships, providing exceptional service that exceeds expectations + Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations + Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads + Develop strong internal partnerships across all lines of business in order to best meet client's specific needs + Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach + Strictly adhere to all risk and control policies, regulatory guidelines and security measures **Required qualifications, capabilities, and skills** + A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence + Proven trusted relationship builder with a track record of delivering an exceptional client experience + Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients + Demonstrated understanding of investments, wealth planning, credit and banking concepts + Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date **Preferred qualifications, capabilities, and skills** + A bachelor's degree + Experience cultivating relationships through delivering Home or Business lending needs This role is located in New York, NY and will report in the office. **In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis.** More details about total compensation and benefits will be provided during the hiring process. **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. **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************* Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** New York,NY $150,000.00 - $150,000.00 / year

Job Description This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative, and fun. A Bank of movers, shakers, and makers…We are a Bank that Gets Things Done. At Blue Foundry Bank we invest in the well-being of our most prized asset…our employees! We provide a robust array of programs and benefits to help employees advance their careers and enhance the quality of their lives. Our experiential learning and development program ensures employees are on track to grow their career as of day one. In addition, our comprehensive compensation package includes; medical, dental, and vision coverage; life insurance, short- and long-term disability insurance; 401(k)/Roth with company match up to 5%; paid time off, and 11 paid holidays; employee referral bonus; and educational reimbursement. Position Summary The Commercial Banker is responsible for originating commercial mortgages, Commercial & Industrial (C&I) loans, and SBA 7(a) loans in alignment with the Bank's lending appetite and underwriting standards. This role is integral to driving new business and managing a portfolio of commercial clients while maintaining exceptional customer service. This Commercial Banker will take a proactive approach to business development, have a keen eye for detail in financial analysis, and a commitment to delivering high-quality client interaction. You will play a crucial part in the Bank's growth and success by originating new loans and maintaining a healthy loan portfolio. Primary Responsibilities Conducts a daily regimen of prospecting activities targeting prospective Borrowers, Brokers, Builders, Developers, Business Owners, CPAs, Attorneys, Financial Planners pursuant to sales leads and referrals intended to generate new commercial mortgages/ loans and deposits for Blue Foundry Bank. Conducts preliminary underwriting of prospective commercial mortgages/ loans to confirm adequate cash flow to service proposed debt. Partners with other Blue Foundry Bank Lenders, Business Development Officers, residential loan officers and retail banking representatives and refers leads to appropriate Blue Foundry Bank personnel. Manages portfolio loan accounts by providing consistent, proactive customer contact, timely, written loan renewal request presentations, diligent collection of past-due payments, regular, documented site visits to all new existing credits, collecting and maintaining current financial statements and updating files. Meets or exceeds a required minimum production quota of self-sourced, closed loan originations of commercial real estate (CRE) mortgages on multi-family properties with minimum ten residential units, multi-tenanted investor CRE and construction mortgages originated and closed. Originate conventional C&I & SBA related government guaranteed loans. Meets or exceeds a minimum annual commitment fee standard. Secures deposits for the Bank including operating accounts and tenant security accounts related to the type of loan being financed. Work with Branch and Deposit Operations to set up all required depository accounts for customers of the bank. Operates primarily from Blue Foundry Bank's lending offices but may also operate in branches. Operates independently but also submits to regular managerial oversight. Attends and implements training provided, directed, or facilitated by management. Submits complete loan applications, with all required signatures and customary financial documentation enclosed. Participate in process and procedural improvements to better the customer experience. Performs other duties as assigned. Position Requirements Bachelor's degree in business, finance or accounting or a minimum of three years' experience in Commercial real estate lending, C&I lending, and SBA 7a lending. Strong understanding of credit and ability to structure deals. Strong relationship development skills with the ability to drive revenue by curating products and services to address a customer needs. Deep COI relationships in the bank's geographic footprint. Ability to originate deposit products. Strong SBA 7a and 504 product, SOP, and agency program knowledge. Proficiency with Microsoft 365 Office Suite. Excellent prospecting skills, customer service, interpersonal skills, and presentation skills. Detailed knowledge and understanding of federal and state banking laws. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, LGBTQ, national origin, disability or protected veteran status. Blue Foundry Bank will award an employee referral payment to employees who refer new hires. If the candidate is hired, the referring employee will be eligible to receive referral payment in accordance with the following guidelines: • $100 after the new employee has completed his/her three-month anniversary • $400 after the one-year anniversary Both employees must be employed on the anniversary date of the referred employee in order to receive a referral payment.