Relationship manager jobs in Placentia, CA

Described as the “Uber of Content,” Social Native is a marketplace technology company providing brands the ability to scale high-quality content creation and optimize their cross-channel digital marketing strategies. By connecting brands & agencies with a diverse network of creators, we provide data-driven insights, streamline content production, and improve performance across social and e-commerce channels. Brands like Unilever, Adidas, L'Oréal, Crocs, and Nestlé trust Social Native to enhance their paid and organic social strategies through user-generated content (UGC), branded content, and content editing solutions, ensuring they have the right creative assets to drive engagement and conversions. We are seeking a Customer Success Manager (CSM) to strengthen client relationships and ensure success in their creator marketing and content strategies. This role is ideal for someone with a strong background in digital marketing, influencer partnerships, and branded content, who can provide strategic guidance and manage client objectives effectively. Key Responsibilities: Client Strategy & Success Serve as main point of contact and trusted advisor to clients, helping them navigate the evolving creator marketing landscape. Ensure that campaign objectives, content strategies, and creator partnerships align with client KPI's and overall marketing goals. Lead Monthly & Quarterly Business Reviews and strategic discussions to assess performance, provide insights, and guide long-term planning. Account & Revenue Management Maintain and grow client relationships by driving retention, renewals, and expansion opportunities. Analyze campaign performance data and provide recommendations to enhance engagement, content effectiveness, and ROI. Identify opportunities to optimize and scale client programs through tailored solutions and best practices. Cross-Functional Collaboration Work closely with internal teams (Sales, Product, Marketing, and Operations) to ensure seamless execution and alignment on client needs. Partner with creators to ensure content meets brand expectations and delivers measurable impact. Provide structured feedback to the Product and Engineering teams to help shape platform enhancements based on client requirements. Qualifications: 3+ years of experience in account management or customer success, working directly with marketing agencies or brands. Strong understanding of the digital marketing landscape & direct experience within the social media/influencer marketing space. Experience managing both the strategic and revenue aspects of client relationships, ensuring alignment with business objectives. Excellent communication and relationship-building skills, with the ability to manage expectations and navigate complex conversations. Analytical mindset, with the ability to interpret data and provide actionable insights. Ability to work in a fast-paced, high-growth environment that requires adaptability and proactive problem-solving. Social Native Perks: One of the best perks about Social Native is working with amazing talented people! Come see what it's like to work at a fast-paced, venture-backed tech company. We are looking for smart, driven, fun people that are eager to take ownership of exciting projects and be a part of building something great. Attractive health, dental and vision insurance coverage Competitive compensation structure 401(k) retirement plan Unlimited vacation policy

No recruiters or unsolicited agency referrals please. *Candidate must reside in greater Los Angeles/Southern CA area* Are you are looking for a dynamic life science/lab equipment sales position where every day is different? Where you can hit the ground running and make an immediate impact with the largest healthcare providers in your region? Then look no further, you'll be a great fit for CME Corp. CME Corp. is looking to add a talented and highly motivated sales professional to join our growing organization. As a Life Science Account Manager, you will play a key role in our sales team managing your book of business, developing new business opportunities, and meeting or exceeding sales profitability objectives selling healthcare equipment and related services with a focus on lab, also calling on research, phlebotomy, blood bank and morgue departments. The territory is the greater southern California region, and the focus is on the largest and most prestigious healthcare systems within your territory. This role will report to the Vice President of Specialty Sales. Responsibilities: Manage and grow opportunities with existing and new customers for life science products through various channels, including networking, cold calling, and attending industry events. Maintain and nurture relationships with existing clients, identify opportunities for upselling and cross-selling, and ensure customer satisfaction. Develop a comprehensive understanding of the features, benefits, and applications of the life science equipment- be a resource for your customer Meet monthly and annual sales/revenue targets Collaborate with Account Manager to grow life science product sales within accounts Bidding/quoting projects and creating proposals Maintain current and develop new relationships with manufacturer sales representatives Identify and qualify key “Decision Makers” (buying influencers) in all key and target accounts Create value beyond our products and services in a way that differentiates us from the competition Stay current with industry trends Requirements: Bachelor's degree or high school diploma with 5 years of relevant work experience Minimum of 2 years of progressive experience in account management in acute care facilities or similar role Minimum 2 years experience in life science product sales with lab focus. Excellent communication and interpersonal skills Experienced in Microsoft office products and Salesforce CRM Must live in the geographical location of the position Regular daily travel within the geographic territory as business needs require Occasional overnight travel may be required Attend industry trade shows as needed Who you are: Self-motivated and goal oriented Highly organized and strong attention to detail Effective communication and presentation skills Strong, consistent and competitive work ethic Strong problem-solving skills with solution-oriented focus Customer Centric approach Adaptable to change and ability to work in a fast-paced work environment Compensation and Benefits: Commission based with a weekly draw. The weekly draw amount is dependent upon experience level of applicant This position has unlimited earning potential Company laptop and cell phone Monthly expense allowance Medical, Dental and Vision Vacation and Paid Holidays 401k Retirement Plan Employee Stock Ownership Plan Employer-Paid Life Insurance Voluntary Benefits - Critical Illness, Short & Long Term Disability, Accident, Life, Whole Life, and Pet insurance Tuition Reimbursement Referral Bonus Program Employee Assistance Program About CME: Dedicated to providing quality equipment, logistics, and services to healthcare. CME is the premier source for equipment and turnkey logistics, delivery, and support for the healthcare community. The company helps healthcare facilities nationwide to seamlessly launch, renovate and expand. CME is headquartered in Warwick, RI with branches in Anaheim, CA, and Long Island, NY and over 35+ service centers spanning the nation and offers an expanded product line of more than 2 million+ medical products from more than 2,000 manufacturers. We support our military community, veterans encouraged to apply! CME Corp. is an equal opportunity employer. We welcome applications from all backgrounds regardless of race, color, religion, sex, national origin, ancestry, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other classification protected by law.

Experienced Film Sales Representative (PPF / Window Tint / Vinyl Film) Profection Technology is expanding in the U.S. market, and we're looking for experienced film industry sales reps who can confidently handle wholesale accounts and grow dealer networks. What We're Looking For Experience in PPF, window tint, or wrap film sales Ability to manage and grow wholesale accounts Strong communication and relationship-building skills Existing shop connections (tint shops, detailers, wrap shops) is a big plus Self-driven and comfortable working independently Familiar with sample follow-ups → dealer onboarding → reorder cycles What We Offer High commission structure + strong repeat-order product lines Full support with samples, swatch books, training, and marketing Freedom to cover your preferred region Opportunity to grow with a fast-developing brand Access to SEMA and other industry events Responsibilities Develop and maintain B2B wholesale clients Convert samples into orders; maintain long-term dealer partnerships Promote product lines (PPF, window film, wrap film) Represent the brand at industry expos and dealer visits

Insight Global is hiring for an experienced, innovative Advertising Account Manager to serve as the main agency contact for clients, bridging communication between creative teams and partners. Key Responsibilities: Identify client needs, explain creative processes, recommend solutions, and coordinate with project management for timely campaign delivery. Develop integrated campaign strategies, oversee execution, and ensure all deliverables meet objectives and KPIs. Manage multiple projects, stakeholders, and agency partners simultaneously. Assess creative briefs, communicate client strategy to creative teams, and maintain strong client relationships. Mentor Associate Account Managers and support their growth. Requirements: 5-8 years as an Account Supervisor/Manager in an agency setting. 2+ years in retail or high-volume environments. Proficiency with project management tools (e.g., Smartsheet, Workfront). Strong understanding of advertising, account management, and campaign development. Experience with product launches, GTM strategies, and working in Apparel, Beauty, Home, or CPG. Strategic, creative thinker with excellent communication and leadership skills. Action-oriented, organized, and able to drive results in a fast-paced environment. Compensation: $50/hr to $60/hr Exact compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.

Salary: $110,000-$130,000 base + performance bonus + commission Tiello is partnered with a top-performing residential roofing contractor in the Burbank area that's experiencing rapid expansion and is looking to bring on a highly accomplished Sales Manager to lead and elevate their sales division. This is a company with a long-standing reputation for quality workmanship, an integrity-driven culture, and a strong presence across Southern California. They're seeking someone who operates at the highest level-someone who has repeatedly grown teams, elevated performance, and driven significant revenue in the residential roofing space. The Role You'll lead the residential roofing sales team across the LA-Burbank market, owning strategy, performance, process, and accountability. This is a hands-on leadership role focused on scaling people, systems, and revenue. The ideal candidate has coached and grown teams responsible for $20M-$30M+ annually, while consistently increasing close ratios and average ticket sizes. Responsibilities Lead, mentor, and develop a high-performing residential roofing sales team Increase team performance across close rates, average ticket size, and revenue Implement scalable sales processes, KPIs, and systems to support rapid growth Partner closely with ownership on forecasting and long-term strategy Work with marketing and operations to ensure alignment and project excellence Recruit, onboard, and develop new sales reps to expand market coverage What We're Looking For Proven experience leading sales teams in residential roofing or exterior construction Demonstrated success scaling revenue and team performance ($20M+ preferred) Strong coaching and leadership skills Process-driven, metrics-focused, and growth-minded High integrity, clear communication, and a collaborative approach Compensation & Benefits Base salary: $110K-$130K (DOE) Performance bonuses + commission Company vehicle or vehicle allowance Full benefits package Long-term career growth with a highly reputable California contractor Tiello is proud to be an Equal Opportunity Employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Please apply directly or send resumes to ****************.

Residential Sales Manager Los Angeles, CA $150k - $250k base + Commission + Benefits Be instrumental in shaping the residential sales division Join a team with no micromanagement - no clock watching, trust and belief in your abilities You will help establish the reputation of the commercial division within a forward-thinking and ambitious roofing contractor Being part of a rapidly growing contractor, you will have opportunities for training, development and growth within the business - you won't have to wait for someone to retire to get that promotion you deserve Benefits Medical, dental and vision insurance Commission Bonus 401k Plan Company truck Training What you'll do Your initial goal will be to grow the residential division from $15million to $30million Set and monitor KPIs, train and mentor existing sales reps and growth the team by hiring and onboarding new reps You will be a hands-on manager, leading by example and getting involved in all aspects of the sales process Requirements Experience at a roofing contractor is essential 5+ years' experience in roofing management Excellent leadership and communication skills Strong technical knowledge of low-slope roofing systems Experience and drive to train sales reps and improve procedures and KPIs A bit about the company The company has quickly grown since it was founded, establishing themselves as a trusted and reliable residential roofing contractor before they branched into the commercial industry. Today, they turnover $20million dollars and their work is split 60/40 between residential and commercial work, with $15million of this coming from the residential department. Don't hesitate and APPLY NOW. Don't have a resume? No problem, just get in touch with me directly to arrange a call: ******************************* Not quite the right fit for you, but know someone that is perfect for the role? Refer a friend today and if we successfully place them, we will give you $1000!

About the Team: The enterprise ad sales team works with some of the largest organizations across all categories. They are responsible for enabling advertising on the platform and connecting users with brands. About the Role: The Client Solutions Vertical Manager will be responsible for driving strategy, owning revenue targets, and ensuring flawless campaign execution within the Auto & Telco Vertical. They will report into the Group Vertical Director and serve as the advocate for their category both internally and externally, acting as the voice of the customer to influence go-to-market and product strategies. They will manage the Client Solutions Managers (CSM) and work closely with the Sales and Product teams. Success in this role requires strong leadership in project and relationship management, client education, campaign success, and the ability to tell compelling stories that demonstrate TikTok's ability to drive client objectives, while scaling best practices across key clients. Responsibilities: * Become a subject matter expert in Auto & Telco and clearly articulate how TikTok can best serve these clients. * Train and empower the team to serve as external product consultants, educating clients and agencies on alpha and beta product solutions, scalable innovations, and best practices to grow existing partnerships. * Partner with Vertical Leadership as a strategic thought partner, identifying priorities, growth opportunities, and efficiencies through data-backed recommendations and competitive insights. * Leverage data to identify consumer trends and lead your CSM team in developing and evolving playbooks that drive measurable client business outcomes. * Coach and develop Client Solutions teams on consultative, data-driven campaign analysis and selling at scale, while fostering a culture of accountability and high performance. * Maintain up-to-date expertise on TikTok's features, ad units, measurement, attribution, and KPIs, and consult clients on how to link platform value directly to ROI. * Collaborate with Product to drive innovation by systematically surfacing advertiser needs and feedback to inform product roadmaps.Minimum Qualifications: * Experience in digital advertising, ad sales, or brand/performance marketing. * Experience managing client solutions teams, with proven success in talent development and scaling teams. * Willingness to work in Los Angeles (CA), New York (NY), with extensive travel expected. Preferred Qualifications: * Experience managing advertisers across the full funnel, with a deep understanding of their challenges and objectives within this vertical. * Experience building relationships with top marketing decision-makers at brands and agencies * Strong ability to analyze data, translate insights into actionable strategies, and assess campaign performance effectively. * Proven ability to proactively troubleshoot, escalate through the proper channels, and maintain client confidence under pressure. * Proactive attitude with excellent project management, stakeholder management, organizational, and analytical skills. * Experience diagnosing and solving technical problems with product and engineering teams * Ability to translate complex technical concepts into clear, compelling business narratives for non-technical stakeholders.

David Yurman is a celebrated American jewelry company founded in New York by David Yurman, a sculptor, and his wife, Sybil, a painter and ceramicist. When the artists began collaborating, their goal was simply to make beautiful objects to wear. Today, with their son, Evan, they create timeless, yet contemporary Men's and Women's jewelry for all lifestyles through unconventional artistry, featuring their signature cable motif. The Sales Manager is responsible for ensuring that store achieves or exceeds sales plan and profitability goals, as well as enhance the David Yurman brand within the store and local market. This individual will also partner with store management team in overseeing that all operational policies and procedures being followed. The Sales Manager will effectively lead, coach and support sales professionals with a focus clientele development and providing a high level of customer service to create a luxury experience. The David Yurman Beverly Hills Sales Manager will be accountable for the following key deliverables: Core Responsibilities Achieve and/or Exceed Sales Plan Partner with sales professionals to meet their individual sales plans and KPI Participate in the development and execution of strategic initiatives to deliver the sales budget. Demonstrate an active role on the selling floor through sales leadership and client development Support sales professionals in closing sales Facilitate the implementation and success of special events held at the retail store Remain current and knowledgeable of industry trends, to determine strategic opportunities to maximize sales within the market. Maintain visual presentation based on company vision and market needs Clientele/Service Management Coach and Monitor in partnership with Retail Store Director, on sales professionals accountability for client outreach and relationship development Ensure store data capture goals are being achieved Maintain a luxury environment that is warm and hospitable, and ensuring that the correct interpretation of and implementation of visual guidelines are being met. Provide appropriate feedback in partnership with Retail Store Director, to staff to ensure that they have demonstrated the appropriate skills necessary to provide a positive and rewarding client experience in all customer interactions Operations Manage the day-to-day activities on the sales floor. Maintain presence on the sales floor to supervise staff and ensure appropriate floor coverage. Maintain appropriate business controls such as store inventory, requests for stock replenishment and all repairs/returns. Implement and support all security measures. Partners with the sales professionals in the administration of special order requests Oversee store opening and closing in the absence of the Retail Store Manager. Talent Partners with the Retail Store Director in hiring and providing performance review feedback. Trains new Sales Associates. Provide leadership to staff through monthly scheduled meetings to review and coach on overall performance Provide formal and informal feedback to staff to build ongoing development opportunities Explain and enforce KPIs and ensure that staff is trending to those measures Qualifications Work Experience: Minimum 1-2 years of proven experience managing in a similar role, preferably within a high-end luxury accessories boutique with joint responsibility for sales and operations Ability to motivate, establish strong business partnerships, and promote professionalism with both clients and staff Ability to manage multiple tasks in a fast-paced environment Proven ability to drive results, and strategic vision to develop business Fine Jewelry and or Fine Watch experience preferred, but not required Flexibility to work in various roles based on business needs (i.e. on the sales floor, operations, etc.). Flexibility to work non-traditional hours, including days, nights, weekends and holidays. Computer Skills: Proficient in Microsoft Word, Excel, and Outlook The expected base salary for this role is $80,000-$100,000 annually. Base pay is one component of David Yurman's total compensation package, which may also include the following for eligible employees: access to healthcare benefits, 401(k) plan, bonus, employee discounts, generous paid time off, sick time, and more.

Jr. Sales Manager - Strawberry Paris Luxury Boho Womenswear | Paris-born, DTLA-based Full-Time | Downtown Los Angeles HQ + Travel *********************** We just launched in 2025 and in less than 6 months we've already smashed past $1M in sales. Vogue France called us “the new boho obsession,” Who What Wear declared our strawberry-pink silk dresses “the piece of the season,” and every cool-girl influencer from Paris to Venice Beach is wearing us. Now we're scaling fast and we need a HUNGRY Jr. Sales Manager who lives for the chase and refuses to take “we'll think about it” for an answer. This is not a cushy corporate gig. This is a rocket-ship role for someone who gets a rush from turning a cold lead into a six-figure wholesale account. What You'll Do (and win at) Hunt daily: generate your own leads (Instagram DMs, store visits, competitor research, whatever it takes) Cold call, cold email, cold walk-in - you smile when people say they hate cold outreach because you know you're about to change their mind Warm up relationships like a pro: send personalized video lookbooks, teaser samples, and irresistible storytelling that makes buyers feel like they're missing out if they don't stock Strawberry Paris Close wholesale accounts with boutiques, concept stores, and multi-brand retailers across the US, Canada, Europe, and the Middle East Own your territory and your numbers - hit monthly targets and watch your commissions stack Rep the brand in person at Coterie NY, Paris Fashion Week showrooms, LA Market Week, and pop-up events - charm buyers face-to-face and walk away with orders in hand Build a black book of the hottest boutique owners on the planet Collaborate directly with the founder on big-account strategy (think go-see's at The Dreslyn, Lisa Says Gah, Revolve, Free People, etc.) Who You Are 1-3 years sales experience (fashion wholesale is a huge plus, but raw hunger beats years of experience) You're persuasive, polished, and a little ruthless when it comes to closing Rejection is just foreplay to your next “yes” You already know the difference between Shopbop and Ssense, and you have opinions about which boutiques are sleeping on the boho revival Fearless on the phone and magnetic in person Comfortable on camera - you'll be filming quick iPhone videos showcasing the collection and sending them straight to buyers Willing to travel (trade shows, store visits, Paris trips) Bonus: you speak French, you live for the thrill of the deal, and you look killer in a flowy Strawberry Paris dress or embroidered blouse What You Get Base salary $55K-$70k (depending on experience) + uncapped commission (high top performers should clear six figures in year one) Strawberry Paris takes 15% of the net profit per year and distributes it to bonuses. Generous clothing allowance (obviously) 3% UNTAPPED COMMISSION ON ALL SALES FOR YOUR ACCOUNTS. TRAVEL BENEFITS Work out of our dreamy DTLA showroom surrounded by racks of hand-dyed silk Be part of the core team building the next big indie luxury brand Think you've got what it takes to put Strawberry Paris in every must-have store from NYC to Paris? Send your resume + a short note (or 60-second video) telling us the biggest sale you've ever closed and why you're ready to dominate wholesale for us. Email: ************************ Subject line: Jr. Sales Manager - [Your Name] - Let's Hit $10M We move fast. The right person starts ASAP. Don't wait. Your future is waiting. 🍓✨ Check out our website: ***********************

The Commercial Loan Officer III will independently handle all relationship types including the most complex loans. This role will specialize in our C&I business primarily. Responsibilities: * Knowledgeable of all bank products and sells same to customers and prospects, including Cash Management, Trust, Brokerage, Leasing and International Services. * Typical loan portfolio generated and serviced is greater than $20-30 million ($50+ in real estate groups) * Calls on prospective and existing clients to generate loans, deposits, fees and electronic banking services * Analyzes financial statements and business conditions to deduce a credit decision * Interacts with branch personnel to identify prospective business clients and makes joint calls with branch managers or other bank representatives * Prepares loan narratives for presentation to Senior Management * Develops, approves and services all types of secured and unsecured loans * Assumes full responsibility for quality, completeness and accuracy of all loan documentation in the loan portfolio, ensuring that loans meet the criteria. * Ensures that the loan portfolio has a minimum number of loan workouts, watch list credits or maturing loans * Contributes to Bank's overall management objectives by participating in meetings and supporting Bank goals * Utilizes sales and product knowledge to effectively cross-sell products to new or existing customers or to refer new or existing customers to other areas of the bank * Bachelor's Degree, required; preference for Finance/Economics or related business field, preferred * A minimum of five plus years' experience in Commercial Lending, preferably in a C&I banking environment * Demonstrated proficiency in Microsoft Office Suite, specifically in Excel * Excellent written and oral communication skills * Strong local community involvement strongly, highly preferred Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future. Diversity At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you. First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status. At First Bank, we embrace a hybrid work environment which include at least three full days in the office with more or all in-office days expected of our client facing teams. This is a client facing role. The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to, prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the range below. The range is driven by the geographic location of our estimated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current pay: $138,000 - $175,000

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking a talented Marketing Relationship Manager to fill an existing role on our Marketing Strategy Team in Newport Beach, CA. As a Marketing Relationship Manager, you'll move Pacific Life, and your career, forward by driving the division's growth and long-term success. In this role, you'll contribute to the Consumer Markets Division's growth and long-term success by leading strategic conversations and developing marketing communications and campaign strategies that support key stakeholders. You will serve as the primary marketing contact for the Sales and Strategic Accounts teams, partnering closely with internal teams to understand our top relationships. Your focus will be on delivering sales requests, shaping product positioning strategies for focus firms, and collaborating with sales to identify and deepen opportunities that drive growth for life insurance product solutions. You'll collaborate with colleagues across Product Marketing Strategy, Relationship Management, Value-Add Strategy, and other Marketing functions. Additionally, you'll work cross-functionally with various teams within CMD to ensure the successful execution of marketing campaigns and strategic initiatives. How you'll help us move forward: * Develops marketing strategies, help align resources and execute marketing campaigns. * Provides scope and helps to consolidate background information on marketing resource requests, especially when driven by internal accounts or sales distribution channels. * Develop deep expertise in assigned focus firms and serve as the marketing point of accountability by providing guidance on firm requirements and ensuring materials align with firm-specific needs. * Serve as the primary marketing contact for the Sales organization and represent Marketing within the Wholesaler Advisory Group, developing sales ideas and marketing campaigns that align with Sales positioning and priorities. * Proactively communicate with all stakeholders and teammates to ensure alignment, clarity, and transparency throughout projects and initiatives. * Collaborate with Analytics and other departments to gather sales data and report on metrics tied to marketing-driven efforts within focus firms. * Promote awareness of Marketing's resources and initiatives across Sales and Strategic Accounts teams to ensure effective utilization and alignment. * Travel periodically with the Sales team to meet with financial professionals, gaining deeper insight into the sales process to better support their business and marketing needs. * Requires in-depth knowledge and experience and uses best practices and knowledge of internal or external business issues to improve products or services. The experience you bring: * 5+ years of experience in marketing, relationship management, and sales within financial services. Experience with life insurance is preferred; annuity knowledge is a plus. * Proven ability to develop integrated strategic marketing plans that drive awareness, engagement, and demand among clients. * Familiarity with marketing technologies, including CRM platforms (Salesforce is preferred), sales enablement tools, marketing automation platforms, social media management tools, and analytics platforms. * Strong communication, attention to detail, and time management skills to effectively manage multiple projects with overlapping deadlines. * Demonstrated flexibility and adaptability in a fast-paced, evolving environment. * Excellent collaboration and leadership skills to build relationships and work cross-functionally across teams. What makes you stand out: * Demonstrate marketing and sales experience in financial services, especially with life insurance products. * Communicate marketing, business, and technical needs clearly to align teams and achieve goals. * Excel in fast-paced environments, managing multiple complex projects at once. * Apply data-driven thinking to solve problems and evaluate the effectiveness of marketing channels and tactics. #LI-KB1 You can be who you are: We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $110,700.00 - $135,300.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. * Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents * Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off * Paid Parental Leave as well as an Adoption Assistance Program * Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business. Job responsibilities Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations. Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach. Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations. Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication. Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance. Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities. Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise. Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence. Required qualifications, capabilities, and skills Possess 10+ years in Financial Services, including affluent or complex relationship management and business development. Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business. Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships. Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning. Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service. The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided. Preferred qualifications, capabilities, and skills Hold a college degree or military equivalent. The base salary for this position is $150,000 / year. 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 JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Job Description CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental properties. The Relationship Manager will be responsible for sourcing new credit line and term loan customers via direct outbound efforts as well as through responding to inbound inquiries. Relationship Managers will work with other team members to support customers throughout the loan process, from initial inquiry to closing. Essential Functions and Responsibilities: Include the following but not limited to, other duties may be assigned. Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors and other groups across the real estate community Attend and professionally represent CAF at conferences and industry events Proactively contact potential and existing customers through phone calls, email and in-person meetings Evaluate the merits and risks of potential credit line and term loan transactions Prepare term sheets and summary analysis of potential transactions Perform cashflow based underwriting for term loans as well as narratives/conclusions regarding the suitability of potential transactions Periodically produce brief and topical marketing blogs sponsored by CAF Meet or exceed quarterly/annual individual production targets Regularly log customer interaction in CAF's Salesforce CRM platform Assist underwriting and other deal team members as needed Minimum Requirements: The responsibilities listed below are required. Accommodations may be made to enable the individual with disabilities to ensure the individual can perform the essential functions and responsibilities. Bachelor's Degree 2 years of experience in one or more of the following areas: commercial banking, specialty finance, residential or commercial loan originations Hands-on approach with track record of driving results Exceptional interpersonal and relationship building skills Strong financial background with analytical and numerical proficiency Must be proficient in Excel, other Office products (or equivalent) and CRM platforms (ideally Salesforce) Ability to balance personal resourcefulness and individual drive in a team-based environment Willingness to travel Working Conditions: Typical office environment Travel required, up to 10% Computer, keyboard, telephone, fax machine, scanner and copier, etc. Occasional overtime work required throughout the year A reasonable estimate of the base compensation range for this role is 55K + commission. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Full-time Description Responsible for managing overall loan and deposit relationships with customers. Grows revenues as directed by senior management by successfully prospecting new business and retaining and expanding existing customer relationships. Responsibilities include recommending loans for approval within assigned limits, managing loan and portfolio credit quality, sourcing prospects, and developing new customer relationships, cross-selling appropriate bank products and services to prospects and customers. ESSENTIAL DUTIES AND RESPONSIBILITIES: Retain and expand relationships with existing customers. Prospects for and closes new business relationships. Grows net revenue year over year as directed by Senior Management. Recommend appropriate client risk rating and manage credit quality. Develop and implement an effective calling program for existing customers. Develop and implement a plan for sourcing prospects and developing new customer relationships. Manages assigned customer relationships and brings in appropriate product specialists as needed. Resolve customer problems and act as a liaison with other departments to ensure that the customer experiences the highest level of service and support. Manages overall customer profitability. Develops and implements relationship strategies for cross-selling bank products and services. Satisfies customer requirements by providing a full array of loan, deposit, cash management and other appropriate bank products. Responsible for keeping current on the bank's lending policies, products, and services. Participate in community and CRA activities to promote the Company's brand in our communities. Actively ensure compliance with the Company's Code of Ethics and all Bank Secrecy Act/Anti-Money Laundering, USA Patriot Act, information security and suspicious activity reporting requirements, policy and procedures. Actively participates in any required corporate and business line training in these areas. Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with customers to understand each customer's normal account activity, as appropriate for this position. Requirements REQUIRED SKILLS AND ABILITIES: Computer skills to include use of Microsoft Office products and other programs as required. Excellent written and verbal communication skills, attention to detail and follow-through. Demonstrated leadership skills and ability to foster and sustain collaborative work relationships within the bank. Requires strong relationship management and business development abilities, well-developed analytical and problem-solving skills. Must possess a broad knowledge of bank products and services that result in successfully capitalizing on all opportunities. Dedication to teamwork and long-term commitment to success. Education/Licenses/Work Experience: Bachelor's degree from an accredited college or university Five to seven years of commercial lending experience. Broad knowledge and experience in banking operations, products, and services. Experience in managing and growing medium to large sized portfolio of loan and/or deposit relationships. Experience in effectively handling complex credits. Work Environment Standard office environment with a moderate noise level. Physical Demands The work environment characteristics and physical requirements described here are representative of those which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. Prolonged periods sitting at a desk and working on a computer. Remain in a stationary position for sustained periods of time. Occasionally move about inside the office to access filing cabinets and/or other office machinery. Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery. Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scan machine, and/or computer printer. Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers. Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading. Regularly required to communicate verbally with employees, clients, and vendors. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled Pay Range: $130,000 - $160,000 annually. Pay range may vary based on skills, experience, and location. Salary Description $130,000.00 to $160,000 annually

The Client Solutions Manager for Meta's Global Business Group is a strategic and enthusiastic solution-driver who puts our customers at the core of everything we do. This is an outstanding opportunity to lead key client relationships, leverage analytical skills, and develop platform and product expertise to become a trusted consultant in media planning, strategy, and measurement to our Fortune 1000, multi-channel advertisers. With proven understanding of performance marketing, this role is responsible for partnering with the sales team to develop trusted relationships, drive revenue by negotiating and optimizing complex opportunities. Success in this position requires data and analytical skills that allows the individual to translate a business objective into an analysis framework, in order to provide best-in-class data-driven consultative sales approach, and can thrive in a dynamic, team-focused environment delivering against business goals. **Required Skills:** Client Solutions Manager Responsibilities: 1. Act as a product & insights expert to identify and implement marketing solutions that drive measurable business results for our partners 2. Build and manage relationships with key clients and agency partners (media, creative, marketing partners, etc.) 3. Manage a book of business and drive performance through operational rigor and sales acumen, identifying upselling and cross-selling opportunities, analyzing sales data, creating targeted sales strategies 4. Identify and lead new business opportunities through developing and driving strategic account plans to drive investment growth 5. Develop narratives and recommendations from custom analyses, build presentations, and present findings to business stakeholders 6. Design experimentation initiatives, develop experiment tracking, analyze results and present recommendations 7. Serve as external product consultant educating clients and agencies on product solutions and best practices, and ultimately grow existing business partnership 8. Drive proactive media & measurement strategy, implementation, and optimizations to increase performance and investments 9. Oversee account operations (e.g. troubleshooting issues, account set up, etc.) 10. Work and collaborate with a wide group of internal cross-functional teams to project manage complex workstreams 11. Travel as needed **Minimum Qualifications:** Minimum Qualifications: 12. Advanced experience structuring and manipulating raw data into datasets for analysis 13. Expertise analyzing data from a variety of different sources (quantitative and qualitative), presenting the data in a clear and concise manner, and developing actionable insights 14. Demonstrated track record in leveraging data, developing insight-backed hypotheses and driving learning plans to build compelling business cases 15. Demonstrated track record in leveraging data to develop broader prototyping solutions for the entire team 16. Demonstrated track record driving a book of business, increasing revenue and business performance 17. Experience delivering insights to both technical and non-technical audiences 18. Experience working with cross-functional teams 19. Experience influencing C-level executives and clients 20. Experience navigating ambiguity with agility to effectively lead complex and changing priorities 21. Proven understanding of the technology landscape 22. 8+ years of experience with online advertising/online media 23. Bachelor Degree **Preferred Qualifications:** Preferred Qualifications: 24. Knowledge of SQL, relational databases, and/or statistical packages such as R, SAS, SPSS 25. Knowledge and experience with data querying (e.g., SQL, advanced excel/GSheet) 26. Experience with business case modeling and market/opportunity sizing 27. Experience with Meta's full suite of advertising solutions 28. Experience working cross-functionally with Product teams to improve products features and functionalities **Public Compensation:** $107,000/year to $171,000/year + bonus + equity + benefits **Industry:** Internet **Equal Opportunity:** Meta is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Meta participates in the E-Verify program in certain locations, as required by law. Please note that Meta may leverage artificial intelligence and machine learning technologies in connection with applications for employment. Meta is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know at accommodations-ext@fb.com.

We are searching for a Relationship Manager who will serve as a key liaison between our HipHop, R&B, and Gospel label partners and internal teams. You will be responsible for maintaining strong, productive relationships, ensuring the successful execution of campaigns, and providing support for real-time updates and deliverables. The ideal candidate will have a deep understanding and proactive approach to product management in the HipHop, R&B, and Gospel genres. What you'll do Relationship Management: Maintain close relationships with label day-to-day teams, ensuring clear communication and timely updates on project deliverables. Weekly visits to key clients. Campaign Coordination: Ensure all departments are equipped with the necessary tools and support to execute campaign plans effectively. Communication: Share regular updates with both internal and external parties on campaign progress, priority release schedules, and other key initiatives. Project Management: Ensure plans and campaigns stay on track, responding quickly to action items and maintaining momentum. Campaign Execution: Ensure campaigns are executed to the highest standard, maintaining a high level of service and attention to detail. Data-Driven Decision Making: Use reports and data to adapt quickly to emerging trends and increased fan activity, adjusting campaigns as needed. Goal Setting: Work with the Relationship Lead to build benchmarks and set campaign goals at the start of each project. Artist & Campaign Insights: Stay informed on both high-performing and developing artists, identifying opportunities to increase visibility and performance. Company Knowledge: Serve as a reliable, knowledgeable source about company processes, ensuring smooth campaign execution. Catalog Optimization: Help optimize label catalogs, especially around key tentpole moments. Problem-Solving & Flexibility: Be prepared to jump in and tackle problems as they arise. Find creative solutions to keep projects moving forward. Demonstrate flexibility and balance in support of label needs. Performance Reporting: Regularly prepare high-level performance reports on label, artist, and campaign results for the team. Who you are Experience: Minimum of 5 years in project management or campaign coordination. Previous experience product managing directly with labels, third-party agencies, or artist management teams is preferred. Analytical Skills: Proficiency in utilizing analytics tools to track and interpret release performance, trends, and metrics. Communication: Excellent verbal and written communication skills, with the ability to serve as a key liaison between artists, labels, internal teams, and external partners. Organization: Ability to stay organized in a fast-paced environment, meeting deadlines and resolving challenges quickly. Project Management: Exceptional organizational skills, with the ability to manage multiple complex projects and priorities simultaneously. A highly organized professional that pays close attention to the details with the ability to multitask and prioritize to tight deadlines. Proactivity: Ability to be proactive, with a problem-solving mindset and a willingness to take initiative. Software Proficiency: Familiarity with digital tools, release management software, and project management platforms is highly desirable. You are also experienced in Microsoft Office Suite & Google Workspace Applications and are adaptable to new programs. Motivation: You are passionate about the music business and have a desire to build a career in the industry. What We Give You You join an inclusive, collaborative and global community where you have the opportunity to channel your passion every day A modern office environment designed to foster productivity, creativity, and teamwork empowering you to bring your best Opportunities to connect with our valuable resources, such as our Counsel of Equity & Progressive Action (CEPA), a group created by our employees tasked with developing and implementing innovative solutions to advance a globally-shared goal of ensuring fair and inclusive spaces for all An attractive and comprehensive benefits package including medical, dental, vision, life & disability coverage, and 401K + employer matching Voluntary benefits like company-paid identity theft protection and resources for pets, mental health and meditation resources, industry-leading fertility coverage, fully paid leave for childbirth or bonding, fully paid leave for caregivers, programs for loved ones with developmental disabilities and neurodiversity, subsidized back-up child and elder care, and reimbursement for adoption, surrogacy, tuition, and student loans Investment in your professional growth and development enabling you to thrive in our vibrant community. The space to accelerate progress, positively disrupt, and create what happens next Time off for a winter recess About The Orchard The Orchard is a leading full-service music distribution company operating in 48 markets worldwide and servicing top global independent artists and labels. With cutting-edge operations and an unparalleled global team, The Orchard partners with clients to provide full scale solutions across a variety of verticals. Championed by an exceptional community of music lovers and experts, The Orchard empowers creators to grow and evolve in the dynamic, global industry. The Orchard focuses on providing a comfortable, social, and engaging environment to encourage productivity and creativity. The Orchard is committed to providing equal employment opportunity for all persons regardless of age, disability, national origin, race, color, religion, sex, sexual orientation, gender, gender identity or expression, pregnancy, veteran or military status, marital and civil partnership/union status, alienage or citizenship status, creed, genetic information or any other status protected by applicable federal, state, or local law. California based applicants have certain rights under California law. Please see our California Recruitment Privacy Policy for more details. The anticipated annual base salary does not include any other compensation components or other benefits that an individual may be eligible for. The actual base salary offered depends on a variety of factors, which may include as applicable, the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, and the location in which the applicant lives and/or from which they will be performing the job. California Pay Range $70,000 - $80,000 USD

The Role: We are looking for a stellar Client Relationship Sr. Manager/Director experienced in High-Net-Worth investment sales management with a successful and verifiable track record. This role will report to partners and will be responsible for managing High-Net-Worth client relationship team, maintain and grow current client base, and increase AUM. This is a full-time sales position that requires all-around dedication. The work location is in Irvine, CA. What You'll do: The Client Relationship Director is responsible for refining and expanding an HNW sales team in California initially and expand nationwide thereafter. You will create sales plans to generate revenue, collaborate with business development and marketing teams, lead the sales team to build a seamless process and procedure in prospecting and contacting potential investors, addressing their concerns and queries in a timely fashion to seal the deal and ensure client satisfaction and happiness. Essential duties and responsibilities: Lead the sales team on effective sales strategy and sales performance. Craft roadmaps and timelines to maintain current client base and expand AUM per investor. Work with BD team to expand current Chinese speaking high net worth client-base. Improve client relationship management KPI design. Collaborate with the rest of the executive leadership team to steer overall company strategy, execution, and culture. Build, develop, and coach a team of top-notch sales talent. Provide feedback on key budgeting and investment decisions. Who You are: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Demonstrated past exemplary achievements as a leader in HNI investment sales. At least two-year experience as a manager in personal banking, investment relationship and sales, and similar area Fluent in both English and Chinese At least five years of experience in the financial industry required Superb social networking capabilities. Ability to open targeted channels for prospecting. Familiarity with CRM platforms and strong negotiation skills. Entrepreneurial spirit and energetic personality. Familiarity with financial products, services, procedures, including stock markets, trusts, etc. Excellent organizational, interpersonal and communication skills, able to cope with complex situations. Good sense of compliance requirement. Strong sense of teamwork, proactive, and confident. Self-motivated and constantly improving on soft skills to meet job requirements. Demonstrated ability to identify and pursue new business leads. Demonstrated commitment to excellence and social consciousness. NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Employee Benefits and Perks: We offer a comprehensive benefits package: Opportunities for professional development and growth within an inclusive team environment. Medical, Dental, Vision, and Life coverage for employee and premium allowance/subsidy for employee's eligible dependents PTO (vacation and sick) 401(k) with Enhanced Employer Safe Harbor match 10 paid holidays in a year. Professional membership reimbursement Cell phone/technology reimbursement Note: Benefits can and may change any time at the management's discretion and in compliance with applicable State and Federal laws. Compensation: Sr. Manager Level: $70 - $80k / Director Level: 80k - 100k Base pay (DOE) + performance bonus. Qualified individuals can expect to make $200k - $300k /year. Applicants must be currently authorized to work in the United States on a full-time basis and able to commute to Irvine, CA. Find out more about us by following us on our social media accounts: *********************************** Beyond International is an equal opportunity employer in every aspect of employment, including but not limited to; selection, training, development and promotion of the most qualified candidates and employees without regard to their race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by state or local law. Beyond International is committed to equal employment opportunity in all other privileges, terms and conditions of employment that may not be covered in this statement. Beyond International is an at-will employer.

Relationship Manager [2 Openings] Headquartered in California, our large banking client is a top performing financial institution with an exclusive focus on the U.S. and Asian markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, the company gives people the confidence to reach further. Job Summary: The Fund Finance group was established over ten years ago and grew significantly in those years. Target AUM from $100M to over $10B. You will be part of a rapidly-growing and financially strong organization that provides career path development opportunities while serving a large and profitable market. Responsibilities Grow the existing portfolio of fund finance and private debt firm clients by leveraging existing contacts and generating new leads to meet loan, deposit, and fee income goals. In partnership with the Managing Director for the Eastern U.S., structure debt solutions that are sufficiently innovative to attract new clients. Collaborate with other team members to complete the underwriting, due diligence, and documentation process for loans. Work with product specialists within the Bank to deepen and broaden client relationships by delivering a full suite of banking solutions including treasury management products, foreign exchange, interest rate derivatives and letters of credit. Mentor other team members including Portfolio Managers and Analysts. Travel to cities in the Eastern U.S. to source new business, visit existing clients, and attend industry conferences and events. Qualifications 10+ years of banking experience with a minimum of 5 years of direct client relationship management experience, ideally with banking fund finance; Experience in dealing with a wide array of corporate clients and credit structures; Thorough knowledge of the banking and financial services industries; Ability to quickly build credibility, close deals and win relationships from competitors in order to generate incremental loan outstanding, fees, deposit balances; Understanding of private investment firm structures, including buyout, fund of funds, venture capital, senior debt and mezzanine debt; Experience in negotiating term sheets, structuring credits, and reviewing and negotiating legal documents in partnership with counsel; Demonstrated ability in high level effective communication and presentation skills, including the ability to effect desired results in the back-office and product areas of the bank; Ability to write clearly and concisely in both internal credit memos and client communications. Team player with a highly developed ability to work and communicate effectively with credit, and all levels of management throughout the organization.

WHO WE ARE City First Bank N.A. is a mission-driven Community Development Financial Institution (CDFI) principally focused on a transformative impact in underserved, urban markets with the highest needs to drive equitable economic development. Our credit activities are purely commercial and focused on the following segments: Multifamily Affordable Housing, Not-for-Profit Finance, and Small Business Finance. As a depository and commercial lending provider with over $1.3 billion in bank assets as of December 31, 2024, our unified organization has over 100 employees in Washington DC and Los Angeles/Inglewood, CA. ROLE SUMMARY The Relationship Manager (RM) is primarily responsible for soliciting new business and managing customer relationships of small businesses and not-for-profit organizations (including churches and charter schools, among others). These activities generally include loans for working capital, expansion, and the acquisition or renovation of nonresidential owner-occupied real estate. In addition, the RM is responsible for soliciting new business and managing relationships of the bank's commercial real estate customers (investors and developers) and prospects including office, retail, shopping strips, warehouse, industrial, facilities and land development, primarily for investment purposes. These lending activities generally include loans for acquisition, new construction, renovation, and refinancing. The position reports to the Commercial Banking Team Leader. The RM will develop business geared toward growth in new customer relationships, strengthening and expanding existing customer relationships, increasing profitability, and elevating the Bank's reputation in the marketplace. The RM is responsible for all phases of loan and deposit production, including lead generation, closing, and relationship management. The RM is an officer of the Bank, participating and presenting loans for approval in the Mangers' Loan Committee (MLC) and Directors' Loan Committee (DLC) of the Bank, as well as other staff meetings as required. While the duties and responsibilities associated with underwriting and loan administration will reside principally with the Credit staff, RMs will remain accountable for the credit quality of their relationships, including but not limited to adherence to Loan and Credit policies and procedures, and other bank policies and procedures as they relate to his/her loan portfolio. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Business Development * Develop new - and expand existing - commercial loan and deposit relationships through targeted calling and community relations work, consistent with the Bank's risk and return parameters. RM will cross sell other Bank services, when possible, also consistent with the Bank's risk and return parameters. * Maintain a targeted calling program focused on expanding current business and attracting new business to the Bank. Attendant to this calling program, the RM will: * Develop and deliver status reports to the ECRE (Eastern Commercial Regional Executive) and management staff on a regular basis. * Research and establish target markets and mine existing portfolio to better understand current product/services used and increase wallet share. * Provide support to the ECRE, other RMs, senior management, and the Credit staff through joint calls, training and shared market intelligence. * Recommend new products and services to generate fee, contract, and services revenue. * Recommend new traditional and non-traditional products and services which the market is seeking, including non-traditional community development services such as financial literacy training, counseling, and technical assistance. * Establish and maintain relationships with industry influencers and key community and strategic partners. Where appropriate, directly joins local business and community organizations as a representative of the Bank or recommends other bank employees for involvement or membership. Participates in the community outreach process, and actively participates in key community organizations, meetings, and events. * Attend various promotional events including, but not limited to, trade shows, business seminars, receptions, etc. to ensure an increase in the overall customer base and the retention of existing customers. Customer Relationship Management * Support the ECRE in providing "best in class" ongoing services to existing customers. Assist the Credit staff in providing follow up on Annual Reviews of customer relationships, and in ensuring the timely renewal or resolution of expiring/expired loans, covenant compliance, and documentary requirements. Loan and Credit Administration * Accountable for a loan portfolio consistent with the Bank's credit policies, underwriting guidelines, and procedures, and its mission. Reviews loan write-ups to ensure consistent presentation of information, monitors risk ratings and assures they are kept current and accurate, assists in the review of problem loans, and assists the collection/workout process when needed to ensure the best possible outcome and recovery for the Bank. * Accountable for adherence to Bank policies and procedures; particularly - but not limited to - Loan and Credit policies and procedures, laws, rules, and regulations. Take initiative to comply with legal requirements, audit, regulatory, and internal compliance guidelines. Responds quickly to correct regulatory, audit and compliance deficiencies. Adheres to Bank's Code of Ethics. Requirements EDUCATION & EXPERIENCE Required Education/Experience: * Bachelor's Degree in finance, accounting or business required or 3 additional years of experience in commercial credit analysis and commercial underwriting * 3+ years of portfolio management and commercial underwriting experience * 3+ years of proven sales record in meeting or exceeding goals in commercial lending * Formal or in-house credit training; counts toward one year of experience Preferred Education/Experience: * Supervision of a team or in a leadership role CERTIFICATIONS * Not applicable KNOWLEDGE, SKILLS, AND ABILITIES Required Knowledge & Skills: * Proven sales and business development skills * Excellent oral, written and interpersonal communication skills with the ability to carry out instructions. Instruct others, interpret documents, understand procedures, write reports and correspondence, and speak clearly to clients, customers, and employees. * Knowledge and training in all lending activities * Knowledge of commercial, and commercial real estate loan processing * Ability to read, analyze and interpret general business periodicals, professional journals, and technical procedures * Knowledge of related state and federal lending and compliance regulations and other Bank lending policies. * Basic skills in personal computer operation, word processing and spreadsheet software. * Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. * Ability to work without supervision while performing duties * Critical and creative thinking * Negotiation skills; diplomacy * Maintenance of fast pace * Excellent organizational and time management skills * Excellent leadership skills * Excellent training skills * Excellent time management skills