Relationship manager jobs in Plano, TX

Buildots is transforming construction management. Our AI-powered SaaS platform automates on-site progress tracking, giving construction teams the tools to plan smarter, improve efficiency, and cut costly delays by up to 50%. The $13 trillion construction industry has seen little disruption in the past 150 years - until now. Backed by leading VCs and deployed on hundreds of projects across North America, Europe, and the Middle East, Buildots enables a game-changing, performance-driven approach. Our customers include top global contractors, consultants, and owners - Intel, JE Dunn, Ledcor and CBRE, to name a few. With over $160M raised and major expansion planned for 2026, this is a unique opportunity to join a fast-scaling company reshaping one of the world's largest industries. About the Role The position is responsible for overseeing the deployment and day-to-day success of Buildots on a major client project. You will guide teams through platform adoption, support site operations, and ensure our technology is effectively integrated into project workflows. This role requires strong technical acumen, client-facing skills, and a proactive approach to optimizing project performance. Key Responsibilities: Lead the relationship, implementation, and success of one of Buildots' largest clients. Responsible for the smooth operations of the project and primary point of contact for the entire project team. Continuously work to identify ways to maximize the platform's value for the clients, and map unique needs critical to making Buildots the focal point of their processes. Efficiently handle onboarding of new users, driving seamless adoption of the technology, including training of on-site users on how to use the system and make the most out of it. Understand the complexities and work with our internal project managers to best configure the system to support these projects. Continuing success: responding to requests, making sure our clients succeed in using the system to improve their process and outcome, and in turn, continually looking to improve the way we operate Gain insights from data and the use of the system on projects and feedback to the product team to influence the product's roadmap and features. Requirements: Background of at least 5 years in Civil engineering /construction project management Passionate about construction and believe in the impact that using advanced technologies could bring to the construction industry. Proactive and independent achiever, self-learner, able to handle a task from idea to production, able to take ownership of the tasks at hand Fast thinking, problem solver, ability to pass on information to the relevant internal teams for action People and communication skills, comfortable having conversations with a diverse range of clients across different roles, countries, and cultures in person, over the phone or on video calls to deliver complex messages. Great analytical and technical skills Experience as a VDC Manager in construction projects - Advantage Good vibes and a sense of humor - a must-have! You must be located in or near Dallas and be able to visit the project site 4 days a week *By submitting your application, you agree that Buildots will process your personal data in accordance with Buildots' Privacy Policy.

Fulltime opportunity Salary range: 120K Ann About the Role: We are seeking a Customer Success Manager (CSM) to help clients get the most value from the company's SaaS platform. This role focuses on building strong relationships, driving platform adoption, and ensuring client satisfaction and retention. The ideal candidate thrives in a fast-paced, technology-driven environment and is passionate about delivering exceptional customer experiences. Key Responsibilities Serve as contact for a portfolio of clients, supporting their success and satisfaction Lead onboarding, implementation, and training to ensure smooth adoption of the platform Build and maintain strong relationships with key client stakeholders Monitor client usage and engagement, proactively addressing potential challenges Collaborate with internal teams (Sales, Product, Support) to resolve client issues and provide feedback for product improvements Track client health, retention, and engagement metrics to identify opportunities for growth Qualifications 3-5 years of experience in customer success, account management, or client-facing roles, preferably in SaaS or technology Strong communication and relationship-building skills Ability to manage multiple clients and projects simultaneously Experience with CRM or customer success platforms is a plus Passion for helping clients succeed and delivering excellent customer experiences Opportunity to work in a fast-growing SaaS environment Collaborative, innovative, and supportive team culture Professional development and growth opportunities

Founded in Boston, Massachusetts in 2007, Liberty offers expertise in a broad array of construction and equipment services nationwide including general requirements, equipment, supply, concrete, special projects, and site access solutions. Our experience, combined with our innovative approach and stellar customer service, ensures a seamless experience -with safety and reliability at the forefront. We've built strong relationships with key contractors and clients in every sector, including commercial, residential, healthcare, and higher education. Overview: Responsible for a broad spectrum of duties, covering all aspects of the Mission Critical business unit, including, client relationships, financial management, project oversight, estimating, sales, project planning, cost management, cost estimating, forecasting, time/labor management, quality management, contract administration, and safety management. The Regional Manager is responsible for ensuring that all aspects of the business unit are continuingly monitored kept in line with the business planning process. Manages overall project planning, scheduling, resource allocation, project specific estimating, submittal/RFI procurement, document control, constructability resolutions, aspects of project accounting, project specific purchasing and safety, while providing technical direction and ensuring compliance with quality standards. Duties & Responsibilities: Leadership & Management Lead and mentor a team of project managers, estimators, and support staff. Foster a collaborative, high-performance culture within the Mission Critical business unit. Strategic Planning Develop and implement strategic plans to achieve business goals and expand market presence with Suffolk and external clients. Analyze market trends to identify opportunities for growth and service diversification. Build and execute annual business plans aligned with strategic objectives. Project Oversight Oversee planning, execution, and closeout of General Requirements, All Access, and Special Projects, ensuring adherence to budgets, schedules, and scope execution. Conduct regular site visits to monitor progress and address issues proactively. Coordinate with vendors, subcontractors, labor teams, and material providers. Client Relationship Management Serve as the primary point of contact for all client deliverables and emerging opportunities. Build and maintain strong relationships with clients, subcontractors, and suppliers. Identify and pursue new business opportunities through networking and negotiations. Financial Management Prepare and manage project budgets alongside project teams. Analyze financial performance and implement improvements to enhance profitability. Oversee the Mission Critical WIP, P&L, and annual business plan. Safety Ensure compliance with all industry regulations, safety standards, and company policies. Champion a culture of safety and risk management across all operations. Estimating & Sales Ensure timely and accurate estimate preparation. Partner with client preconstruction teams to maximize opportunities. Travel Requirements Willingness to travel to ensure projects are operating smoothly and effectively. Qualifications: Bachelor's degree in Engineering, Construction Management, or a related field. Strong concrete construction knowledge and analytical skills preferred. Ability to read and interpret project plans and specifications. Robust experience in project planning, forecasting, and cost estimating. Proficiency with Microsoft Office, digital takeoff software, Bluebeam, On-Screen Takeoff, AutoCAD, Microsoft Project, and Timberline. Strong understanding of the critical importance of project safety. Excellent communication, organizational, and time-management skills. Ability to effectively plan, organize, schedule, and make sound decisions based on evolving information. Ability to work and contribute in a professional, team-oriented environment. Willingness and ability to wear multiple hats (PM, APM, Assistant Estimator, Assistant BIM, etc.). Ability to travel to other regions as needed. Working Conditions: Construction jobsite and warehouse conditions, which include exposure to high temperatures; cool/cold temperatures; weather conditions, and loud noises. Some general office and construction trailer working conditions. Job site walking. EEO Statement: Liberty provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, pregnancy or maternity, national origin, citizenship, genetic information, disability, protected veteran, gender identity, age or any other status protected by law. This policy applies to recruiting, hiring, transfers, promotions, terminations, compensation, benefits, and all other terms and conditions of employment. Liberty will not tolerate any unlawful discrimination toward, or harassment of, applicants or employees by anyone at Liberty , or anyone working on behalf of Liberty.

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support. We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager. What you are good at: Motivating - As a leader you will inspire your team by providing support and championing the collaborative Schwab culture. Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division. Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP or CFA investment professionals. Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met. Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: CFP designation, CFA designation required (may consider 24 month condition of employment) Bachelor's Degree required Active and valid FINRA Series 7 license required Active and valid FINRA 66 license required (may consider a 120-day COE) Active and valid FINRA 9/10 required (may consider a 120-day COE) Five plus years' experience in the financial services industry Minimum of 2 years supervisory experience strongly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Job Description Client Relationship Manager Department: Corporate Middle Market Banking Location: Dallas, Houston Manager: Regional President Corporate Banking Client Relationship Manager (CRM) plays a crucial role in managing and nurturing relationships between the bank and its commercial clients. Their responsibilities are centered around maintaining and growing the bank's relationships, ensuring that the client's commercial / corporate banking needs are met, while partnering with credit underwriters and credit portfolio managers to ensure credit quality, and working with originators and the broader relationship team to identify opportunities for new business and ensuring profitability. Relationship Management: Serve as the main point of contact for business clients, addressing their broad banking needs, including debt and ancillary services (deposits, treasury, derivatives, etc.) Business Development and Cross-Selling: working with deal team and market leadership to identify opportunities to cross-sell or up-sell the bank's products and services, such as treasury services, deposits, derivatives and other financial products. Product Knowledge: Be well-versed in the bank's product suite to be a trusted advisor both internally and to the client. Risk Management and new loan originations: Work closely with credit teams and credit portfolio managers, serve as a liaison between origination, the client, and credit partners to assess the risks and contribute to debt structuring to both properly assess and manage risk and to present the bank as a trusted advisor to existing and prospective debt clients. Portfolio Management: Partner and collaborate with credit portfolio managers, and loan monitoring, to manage a portfolio of corporate middle market clients, ensuring consistent communication, timely support, and proactive management of accounts. Performance Monitoring: working with relationship team, product, and credit partners to monitor client profitability, portfolio growth, and risk exposure to align with bank objectives and client expectations. Problem Solving and Issue Resolution: working with relationship team and internal partners address client issues quickly, whether it's a service problem, a financial solution that needs adjusting, or an operational concern. Compliance and Documentation: working with relationship team, loan monitoring, and credit portfolio managers to ensure that all client activities are compliant with banking regulations, internal policies, and risk management procedures. Collaboration with Internal Teams: serve as the conduit to the relationship, work with various internal teams such as treasury, operations, credit underwriters and credit portfolio managers, loan monitoring and other product specialists to ensure comprehensive client service, credit quality, and profitable client relationships. Client Retention: Focus on maintaining and deepening existing relationships by ensuring high levels of satisfaction with the bank's products and services. Regular Reviews: serve as a liaison between credit portfolio managers, monitoring and client related regular account reviews. Industry Insights: Stay updated with industry trends to identify potential growth opportunities or risks across the commercial portfolio. Customized Solutions: As a key part of the relationship team, expand the collective thought leadership in targeted industries and markets, understand the client's business operations, challenges, and goals to assist the relationship team and provide tailored financial advice and solutions. Client Advocacy: Act as the client's advocate within the bank, ensuring their needs and goals are represented in internal discussions. Skills and Experience: 10+ years' work experience related to various aspects of middle market and corporate banking Must be able to identify risks inherent in complex loan transactions and address/mitigate accordingly Manage moderately large and more complex relationships (credits, deposits, and fee-based products/services) Experience reviewing and negotiating loan documents Performs, initiates, and partners with credit portfolio managers on account/loan maintenance as required Acts as liaison for customer inquiries, issues account instructions, redirects questions and requests, as necessary, if issues related to other departments Ensures accuracy of information, data, and documentation for all portfolio accounts Actively participates in customer meetings to further the relationship and expand business opportunities Good mathematical, reading comprehension and writing skills Must have excellent interpersonal and communication skills Must be able to verbally communicate effectively one-to-one and in groups Must be able to write clearly and effectively Must be able to develop and maintain cohesive, cooperative internal and external working relationships Must have good personal organization and time management skills Must allocate time effectively and independently prioritize workload to meet timelines Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc. Qualifications: 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. Support the deal team in managing existing and developing new client relationships Assist corporate banking team, credit partners, and credit portfolio managers in deal qualification assessment, due diligence, and loan structuring Understand complex transactions and related risk (credit, market, operations, legal/compliance, etc.) Support and collaborate with originators, credit partners, and credit portfolio managers with underwriting of complex deal structures through the credit approval process Partner with deal team, credit partners, and credit portfolio managers, in reviewing and negotiating loan documents and engaging counsel as needed Partner with credit portfolio managers, and loan monitoring to conduct portfolio reviews and continuous portfolio monitoring for assigned portfolio Assist in training and coaching of new team members Coordinate with internal partners and participate in internal discussions (credit discussions, screens, new product pitches, etc.) Ability to work within timelines and complete projects before deadlines Position Type: This position is a full-time, exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Direct Reports: None Travel: Some travel between Third Coast Bank offices and to client locations may be required. Work Environment: This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers. Physical Demands: This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling, and reaching. Mental Demands: The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.

The Community Banking Mortgage Officer is responsible for developing new business, expanding relationships with current customers and originating quality mortgage loans in accordance with established Bank policies and procedures. This position will assist low to moderate income individuals with personalized, comprehensive, and affordable home counseling services. The Officer will serve as an outside representative of the Bank to real estate brokers, agents, residential home builders, and other referral sources; including partners who can assist with loan applications for low to moderate income borrowers and in low to moderate CRA assessment areas. This position is also responsible for cross-selling other bank products and services. Duties & Responsibilities Multi-lingual; ability to speak Spanish is preferred. * Work with prospective customers in determining readiness for home ownership, developing a budget, and overcoming common roadblocks that prevent home purchase; provide action plans for next steps towards home ownership. * Determine a maximum affordable mortgage payment and purchase price, provide action plan to save minimum required funds for home purchase, educate customers about all mortgage products or solutions. * Analyze financial and credit information necessary to effectively underwrite loans, and recommend approval or rejection of mortgage loans within lending authority by reviewing payment history's, liabilities and other credit information, examining and processing documents, and addressing issues as needed. * Obtain all necessary documentation from applicants. * Complete each loan application and oversee all pre-processing functions in a timely manner to permit the good faith estimate and other required disclosures to be provided to applicants within the requested time period. * Make verbal and written commitment on behalf of the Bank which includes rate terms, pre-qualification, mortgage commitment, etc. * Negotiate terms and conditions and oversee construction loan draws. * Engage in outside opportunities, i.e., calls, open houses, seminars, realtor functions to develop and maintain relationships with realtors, home builders, individual contacts, and other referral sources generating feedback to increase their business relationship with the Bank. * Participate and maintain extensive outreach and participate in community organizations & events. * Identify customer's and non-customers' other financial needs and cross-sell other bank products and services. * Track and monitor portfolio, pipeline, and leads and provide reports on production to supervisor. Responsible for performance of portfolio by building strong relationships with custo * mers to encourage minimal delinquencies. Education & Experience Knowledge of: * Strong oral and written communication skills * Strong sales and customer service skills * Cross-selling and closing skills * Lending regulations and Bank's underwriting guidelines and lending policies * Loan types and documents Ability to: * Analyze and interpret numerical data * Take initiative to maintain the flow of work * Perform duties under frequent time pressures * Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act ("SAFE Act"), all Mortgage Originators are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry ("NMLS"). If such registration is not active as of the hire date, the Mortgage Originator must immediately attain active registration upon employment. Mortgage Originators who fail to maintain an active and current registration will be unable to originate mortgage loans and may be subject to disciplinary action, up to and including termination of employment. * Requires knowledge of Microsoft Office Education and Training: Requires High School diploma. * Requires 2 or more years of related mortgage lending or operations experience. * Previous sales experience is preferred. * Multi-lingual; ability to speak Spanish is preferred. * Benefits and Compensation Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $47,500 - $60,000 annually) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails. #HPBB

Who we are: BAL is a team of brilliant people who change lives through elite immigration work and collaborative innovation. We pursue the exceptional in all that we do, but never at the expense of our values. There's no denying our work is demanding, both in volume and pace, but we're up for the challenge. We love the balance of hard work and fun - so, you'll see us in jeans as we shatter glass ceilings and conventional stereotypes. BAL employees feel valued, rewarded, and respected. We seek opportunities to be of service to others and our communities. We are committed to your growth and development, and want to set you up for success here at BAL and beyond. Who you are: You are looking for work that has a purpose. You aren't afraid to roll up your sleeves and get stuff done. You learn quickly. You move fast. You embrace challenge and detail as well as creative thinking. You believe you have something unique to contribute and you aren't afraid to raise your hand. You understand that powering human achievement is ultimately about impacting a real person. You are looking for a place to grow and an environment where everyone has a spot and is genuinely welcome. We're better together: A bright, driven person like you and an industry-leading powerhouse like BAL? It's a perfect combination! We truly want to see you succeed here and become an integral part of our mission to provide an experience that makes a positive difference in people's lives. Come be a part of something special, where you can have an impact and be valued just for being you! In addition to competitive pay, a discretionary annual bonus, and a supportive, team oriented culture, we offer an outstanding benefits package that includes medical, dental, vision, disability, and life insurance, sick time, unlimited vacation, and 401(k) with company match. OVERVIEW: The Client Relationship Manager (CRM) is responsible for driving the client experience and day-to-day delivery of account management functions in collaboration with broader firm-wide resources. A CRM may support a single client or portfolio of clients in which they need to fully understand their client's business objectives, values, culture, performance metrics, competitive landscape, financial considerations, organizational structure and key contacts. A successful candidate will demonstrate a strong aptitude for developing and fostering relationships, while ensuring an exceptional experience, overall satisfaction and client retention. PRIMARY RESPONSIBILITIES: (Under the supervision of Client Relationship Director or Client Relationship Senior Manager): Responsibilities and essential job functions include but are not limited to the following: Client Experience (CX): Always thinking about how to elevate client experiences within respective accounts while leveraging firm wide best practices and strategies. Drives continuous improvement in how we serve our clients and their employees. Responsible for administering and maintaining client specific workshops, playbooks, culture decks, etc. Program Delivery: Day to day oversight and pro-active management of client deliverables to ensure on-time delivery while mitigating potential issues. Ensure client needs are addressed through reporting. Coordinate and collaborate cross-functionally as needed. Ensure alignment on client-specific program processes, goals and objectives. Issue Resolution: Responsible for working cross functionally to manage escalation resolution, including Root Cause analysis and messaging to client stakeholders. Staffing & Resources: Regular review and monitoring of CR resourcing needs in support of accounts. Establish regular 1-on-1 meetings with direct reports. Responsible for performance management and feedback of direct reports and provide mentorship, professional growth and development opportunities. May assist in potential candidate interviews and new employee onboarding activities. Stakeholder Engagement: Develops and fosters relationships with client stakeholders. Establish and drive client-centric service reviews to address areas such as forecasting, policy development, protocols, program and process improvements, customized communications, management reporting, transition project management, client satisfaction, and outsourced support. Prepare and participate in delivering annual and quarterly business reviews, as well as other presentations in alignment with client culture. Responsible for meeting agendas, recaps, action items, status calls, program forecasts, etc. Status, SLA and Reporting: Monitor client satisfaction, SLAs and KPIs through dashboards and reporting. Liaise with Partners and Practice Support to ensure the legal team's performance metrics align to contractual obligations, SLAs, KPIs, and NPS goals, and deliver client presentations, specific dashboard read-outs and weekly status updates to Partners and client stakeholders. Financials and Account Health: Responsible for out-of-scope pricing and project billing, and be a steward of margin optimization across accounts. Coordinate with cross-functional departments and Relationship Partners to monitor overall account health. Project Management: Understand the project management lifecycle, identify new projects, and own overall delivery of projects, including creating project plans and driving timelines, updates to stakeholders, change management planning and risk management. Knowledge/Training: Ensure client-specific needs and expectations are clear and communicated with account teams to enable training across departments. Insights: Work with the legal team to identify information/insights on upcoming legislative and policy/process changes and flag these to the Client Relationship Director to determine plan to communicate to client stakeholders. Develop insights based on program model, service delivery, client culture, values, goals, objectives and priorities, and make strategic recommendations to drive programmatic improvements. Technology: Identify improvement opportunities as it relates to the firm's technology used to enhance the client user experience and/or internal processing efficiencies. Oversee and coordinate technology enhancements on behalf of the client. Growth: Ability to recognize growth opportunities, billable and non-billable, and present them to account leadership. May include other job duties as assigned. SUPERVISORY RESPONSIBILITIES Ensure team is meeting deadlines Identify team and individual objectives Identify areas for creating efficiency and accuracy Responsible for creating a positive work environment, executing performance management, conducting feedback sessions, and establishing goals for continuous improvement Support an environment that fosters passion and teamwork Provide training to new and existing client relationship staff, as needed QUALIFICATIONS: Bachelor's Degree required 3-5 years' relevant and/or industry experience 2+ years' indirect or direct supervisory experience Must be proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) Ability to thrive in a fast-paced environment Values collaboration and teamwork Accountable and proactive attitude Ability to work independently Strong project management skills and ability to handle multiple priorities in a fast-paced environment Acute attention to detail Exceptional organizational skills Excellent communication skills; both written and verbal Excellent relationship skills WORKING CONDITIONS: Able to sit and work at a computer keyboard for extended periods of time. Able to stoop, kneel, bend at the waist and reach on a daily basis. Able to perform general office administrative activities: copying, filing, delivering and using the telephone. Able to lift and move up to 25 pounds occasionally. Regular and on-time attendance. Must be able to prioritized, schedule and complete testing required for multiple applications with overlapping schedules. A certain degree of creativity and flexibility is required. Hours may exceed 40 hours per week. Occasional travel by conventional means including aircraft, motor vehicle and the like within the region and to other locations as required. Note: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required and are not intended to be an exhaustive list of all duties, responsibilities or qualifications associated with this job. Berry Appleman & Leiden is an Equal Opportunity Employer. It is the policy of BAL to ensure an equal employment opportunity without discrimination or harassment on the basis of race, color, national origin, religion, gender, gender identity or expression, age, disability, alienage or citizenship status, marital status, creed, genetic predisposition or carrier status, sexual orientation or any other characteristic protected by law. BAL prohibits and will not tolerate any such discrimination or harassment. BAL does not accept unsolicited resumes from recruiters or employment agencies. BAL is under no obligation to pay any referral compensation or recruiter fee in the absence of a current executed Recruitment Services Agreement. In the event a recruiter or agency submits an unsolicited resume or candidate without an agreement, BAL reserves the right to pursue and hire said candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of BAL. If your agency would like to be considered as a potential recruiting partner, please forward your contact information to *******************.

Neiman Marcus Group is a relationship business that leads with love in everything we do-for our customers, associates, brand partners, and communities. Our legacy of innovating and our culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. Our brands include Neiman Marcus and Bergdorf Goodman. Your Role As our Client Relationship Lead you will create and support growth strategies for targeted client segments at the store level, enabling associates to cultivate relationships with clients of the Neiman Marcus brand. You will work onsite in your assigned store and report to the store General Manager. What You'll Do Cultivate relationships with all client segments within the store/market Develop and decide the best practices to deploy to achieve Client Development KPIs in Store or Market in collaboration with Brand Experience Guide all Client Development-specific initiatives in store in partnership with Client Development Market Manager and Store Leadership Team Leverage digital tools as an important enabler to deepen and build relationships Identify opportunities to deepen relationships with top clients for Private Client Relations (PCR) programs and experiences Assist and partners with Brand Experience coordinating in-store experiences (e.g., Fitting Room Experience, events) What You Bring 2-4 years of experience, luxury retail fashion experience Ability to establish close working relationships Microsoft Office Suite proficient Associate will work a flexible schedule Certain roles may require standing, bending, climbing stairs, and lifting and carrying up to 10 pounds Inclusive Benefits We offer an inclusive and comprehensive range of benefits to our valued associates, including: Medical, Dental, Vision Benefits Disability Benefits Paid Parental Leave, Paid Family Leave, and Adoption Support Paid Time Off Retirement Savings Plan (401K) and Life Insurance Financial Solutions NMG Associates Core Discount of 30% Personal and Professional Development Opportunities For more information, please click “Our Benefits” section on our career site or reference the link here: https\://********************************** About Neiman Marcus Group Our legacy of innovation and culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. As a female-founded, female-majority organization that outpaces the U.S. population in racial and ethnic diversity, our people are at the heart of our progress, and we take great care to protect and empower them. We are committed to equal employment opportunity regardless of race, color, religion, sex, pregnancy, sexual orientation, gender identity and/or expression, marital status, age, national origin, disability, genetic information, veteran status, or any other status protected by federal, state, or local law. We are committed to providing reasonable accommodations during our Talent Acquisition process. If you have a disability and need assistance or an accommodation, please email us at *********************************.

We are seeking a dynamic and experienced Luxury Client Relationship Manager to join our Dallas photography studio. As a Luxury Client Relationship Manager, you will be responsible for providing unparalleled service and building enduring relationships with our clientele. You will serve as the primary point of contact for our guests, delivering personalized experiences and ensuring their satisfaction at every touchpoint. KEY RESPONSIBILITIES 1. Client Engagement and Relationship Building: - Cultivate strong, trust-based relationships with guests through personalized interactions, understanding their unique preferences and expectations. - Serve as the main point of contact for guests, addressing inquiries, providing guidance, and offering bespoke solutions to meet their needs. 2. Exclusive Service Delivery: - Provide a white-glove experience to Nuovo guests, offering concierge-style services such as private consultations, and customized photography sessions tailored to their tastes and preferences. - Demonstrate expert knowledge of our photography services, including studio offerings, packages, and customization options, to deliver informed recommendations and advice. 3. Client Experience Enhancement: - Anticipate and exceed the evolving needs of clients, proactively offering innovative solutions and upscale experiences to enhance their overall photography studio experience. - Collaborate closely with clients to identify their unique needs and desires, offering bespoke solutions and personalized recommendations to meet their expectations. 4. Upselling and Revenue Generation: - Identify opportunities for upselling additional photography services, products, or packages to guests, maximizing revenue and profitability for the studio. - Handle high-value transactions with precision and attention to detail, ensuring a seamless and secure process for luxury purchases or investments. 5. Client Loyalty: - Continuously assess client satisfaction and feedback, seeking opportunities for improvement and refinement of services to enhance the overall luxury client experience. REQUIREMENTS Qualifications? - Proven experience (3+ years) in luxury client relationship management, preferably within the sales, hospitality, or luxury retail industry. - Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with clientele. - Strong sales acumen and negotiation skills, with a track record of driving revenue growth and achieving sales targets. - Impeccable attention to detail and organizational skills, with the ability to manage multiple client accounts and projects simultaneously. - Proficiency in Mac iOS systems. - Passion for photography, art, and lifestyle trends. - Availability to work evenings and weekends. BENEFITS Benefits? - Competitive commission-based salary, with an annual base salary of 52k - opportunity to earn 100k to 150k+; - Complimentary Nuovo shoot and beauty services - Full-time employer benefits: Complete Group Insurance Benefits Package, including life, dental, disability, spousal. Join Our Team: If you are a dynamic and results-driven professional with a passion for delivering exceptional service to luxury clientele, we invite you to join our team and be part of our commitment to excellence in photography studio experiences. Apply now to embark on a rewarding career creating impactful client experiences! Note: At Nuovo Photography, we celebrate diversity and are an equal opportunity employer. We encourage individuals of all backgrounds and experiences to apply. #NUOVOUS

**Wealth Client Relationship Manager** The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation. All licenses must be obtained within 120 days from start date. **Key Responsibilities and Duties** + Manages individual relationships with high-net worth clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets. + Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy. + Provides client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination. + Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy. + Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.). + Identifies client concerns and gathers additional information regarding clients' current financial situation and potential future needs. + Identifies sales and asset retention opportunities. + Coordinates sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution. + Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional WM products and services. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 6IC **Required:** + 2+ years of financial services experience + Series 7, 66 (or 63 & 65), and Life and Health Insurance License completed within 120 days of start date **Preferred:** + 3+ years of financial services experience + Series 7 and 66 (or 63 & 65) completed + Life and Health Insurance License completed Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management **Anticipated Posting End Date:** 2025-12-31 Base Pay Range: $62,500/yr - $87,500/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)

Client Relationship Manager of Corporate Work Study School: Cristo Rey Fort Worth College Prep Reports to: Associate Director of Corporate Work Study Program Position Type: Full-Time, Exempt About Cristo Rey Fort Worth: Cristo Rey Fort Worth College Prep is a Catholic learning community for grades 9-12 that educates young people of limited economic means to become men and women of faith, purpose, and service. Through a rigorous college preparatory curriculum, integrated with relevant work-study experience, students graduate ready to succeed in college and in life. Cristo Rey Fort Worth College Prep is part of the largest network of high schools in the country that exclusively serve low-income youth. By providing students with an extraordinary college preparatory education and a unique four-year, integrated corporate work-study experience, we seek to transform urban America and support students to and through college. Graduates of Cristo Rey schools are enrolling in and completing college at twice the rate of low-income high school graduates. We are seeking a dedicated and passionate Client Relationship Manager to help manage, grow, and improve this innovative program. Job Summary: The Client Relationship Manager of Corporate Work Study will play a pivotal role in ensuring the success of the CWSP by coordinating partnerships with corporate sponsors, supporting student work placements, and fostering professional growth in students and supervisors. This position involves program administration, relationship management, and student development. Key Responsibilities: Account Management Manage portfolio of Corporate Partners Site visits Logging information into Salesforce Monitor student work performance Assist with morning check in Student Performance Training Student improvement plans Data analytics Partner communication regarding training Parent Communication Retraining for students removed from the workplace Supervisor support and training Create resources for supervisors Provide new companies on boarding and readiness training and follow up Plan virtual supervisor trainings with T&D Manager Offer 1 off trainings to companies and supervisors Working with Talent and Development Manager to update summer training curriculum Job Description/Book of Jobs GRIT (summer training) Academy Support Event Support Qualifications: Education: Bachelor's degree required; advanced degree in education, business, or a related field preferred. Experience: At least 3 years of experience in education, workforce development, corporate relations, or a similar field. Proven ability to manage partnerships and work collaboratively with diverse stakeholders. Experience working with high school students or young adults, particularly in underserved communities, is highly desirable. Skills: Strong organizational and multitasking abilities. Excellent interpersonal and communication skills, both written and verbal. Ability to coach and mentor students while fostering accountability and professionalism. Proficiency in Microsoft Office Suite and other relevant software. Characteristics of a Successful Candidate: Mission-driven, with a deep commitment to the values and goals of the Cristo Rey Network. Culturally competent, with the ability to work effectively in a diverse community. Flexible and innovative, with a problem-solving mindset. Collaborative and team-oriented, while also able to work independently. Compensation and Benefits: Cristo Rey Fort Worth offers a competitive salary and benefits package, commensurate with experience and qualifications.

About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial Bank The CB Product organization is responsible for scaling and integrating payments platforms across Commercial Banking and the Corporate & Investment Bank, by defining the product strategy, segmenting clients and packing solutions against these segments, determining the end-to-end delivery strategy, managing product launches and enabling the sales teams. Segments: CLIENT SOLUTIONING, COMMERCIALIZATION, INDUSTRY SOLUTIONS, PRODUCT EXPERIENCE What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.

**About the Program** At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. **Commercial Bank** The CB Product organization is responsible for scaling and integrating payments platforms across Commercial Banking and the Corporate & Investment Bank, by defining the product strategy, segmenting clients and packing solutions against these segments, determining the end-to-end delivery strategy, managing product launches and enabling the sales teams. **Segments:** CLIENT SOLUTIONING, COMMERCIALIZATION, INDUSTRY SOLUTIONS, PRODUCT EXPERIENCE **What We Look For:** Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** New York,NY $78,000.00 - $129,000.00 / year; Jersey City,NJ $78,000.00 - $129,000.00 / year; Chicago,IL $64,000.00 - $115,000.00 / year; Palo Alto,CA $78,000.00 - $129,000.00 / year; Seattle,WA $78,000.00 - $129,000.00 / year

At Pitney Bowes, we do the right thing, the right way. As a member of our team, you can too. We have amazing people who are the driving force, the inspiration and foundation of our company. Our thriving culture can be broken down into four components: Client. Team. Win. Innovate. We actively look for prospects who: • Are passionate about client success. • Enjoy collaborating with others. • Strive to exceed expectations. • Move boldly in the quest for superior and best in market solutions. Job Description: Pitney Bowes is hiring for a full-time Client Relationship Manager at our Grand Prairie, TX presort facility. Join our team and earn $60000 - 65000 / annually. As part of our commitment to a flexible work schedule, this role does not have a set amount of vacation per year. You are: A results driven contributor who can manage all client activity while helping our customers receive the maximum results on their mailing campaigns in accordance to USPS regulations. You are a Performance-driven team player who possesses clear verbal and written communications skills and who can be relied upon to exercise sound judgement when managing the expectations of our internal and external clients. You will: Manage and build client relationships with small to mega clients to encourage new and repeat business opportunities Develop and facilitate the proposal process for assigned clients including budget and pricing development, proposal writing, contract negotiations and other client services Manage Pitney Bowes Presort Services' relationship with assigned clients by actively preventing issues Notify client's senior management and/or Pitney Bowes Presort Services management of issues or changes required to enhance and maintain client retention Provide in-depth analysis and presentations to senior level management Actively engage representatives of named accounts frequently in person and independently develops client relationships to ensure and maintain client retention Analyze and evaluate required reporting to assure volumes, pricing and quality are appropriate and service level requirements are met Work with USPS and functional department management and advises and provides recommendations to clients to improve mail quality (i.e. Critical Entry Time, readability, mail piece design, etc.) Develop a deep understanding of assigned clients' products and long-term business strategies and identifies additional revenue and business opportunities Make recommendations and presents proposals to decision makers to increase revenue and profitability Negotiate contract renewals Negotiate contract agreements with existing clients that do not have a signed agreement with Pitney Bowes Presort Services to obtain formal agreements Prioritize plans and communicates regulatory changes for assigned clients and works with them to execute Develop an effective contract strategy that is measured by the preservation and protection of assigned clients Determine required contract changes as a result of regulatory changes and negotiates updated contract terms with assigned clients Represents Pitney Bowes Presort Services at industry events and tradeshows Obtain within the first year of employment and maintains MDP (Mail Design Professional) Certification Other duties as assigned Your Background: As a Client Relationship Manager, you have: A minimum of 3-5 years of applicable work experience Ability to develop and grow long-term client relationships Strong communication and negotiation skills including the ability to adapt style as needed Computer skills using Microsoft Office Ability to make sound decisions with the information at hand Ability to organize, prioritize and handle multiple work assignments with frequent interruptions Detail oriented a must Excellent verbal, written and interpersonal communication skills Effective listening and negotiation skills Our Team: Pitney Bowes Presort Services performs mail sorting; performing some of the work that would typically be performed by the USPS . For completing this work, Presort Services receives discounted postage rates. By performing this sorting work on behalf of our clients, we are able to share a portion of that discount with them. Our national network of operating centers processes over 17 billion pieces of mail annually. We provide mailers with end-to-end solutions from pick-up at their location into delivery into the postal system network, providing optimal postage savings. We will: • Provide the opportunity to grow and develop your career • Offer an inclusive environment that encourages diverse perspectives and ideas • Deliver challenging and unique opportunities to contribute to the success of a transforming organization • Offer comprehensive benefits globally (PB Live Well) Pitney Bowes is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard for race, color, sex, religion, national origin, age, disability (mental or physical), veteran status, sexual orientation, gender identity, or any other consideration made unlawful by applicable federal, state, or local laws. All qualified applicants, including Veterans and Individuals with Disabilities, are encouraged to apply. All interested individuals must apply online. Individuals with disabilities who cannot apply via our online application should refer to the alternate application options via our Individuals with Disabilities link.

Commercial Middle Market Bankers at First Horizon target companies with revenues generally from $50 Million to $1 Billion+ and coordinate with a talented team of treasury management officers, portfolio managers, credit analysts, and support staff to deliver outstanding client experiences. Our extensive financial products and services, coupled with your business acumen and marketing skills, equips you to seek new clients, nurture existing relationships, and structure financial solutions that achieve mutually beneficial goals and strengthen our communities. If you are interested in a market-centric organization with an incredible support team and the ability to approve and close deals quickly, let's connect to see whether we're a fit! **Key Responsibilities Include** + Daily marketing to clients, prospects and centers of influence + Develop new clients and expand existing relationships + Generate lending, deposit and cash management opportunities + Analyze client financial needs and craft creative solutions + Recommend pricing options + Structure complex loans + Negotiate independently with clients + Provide mentoring and training to other bank associates **Qualifications Include** + Four year college degree, preferably in Finance or Accounting; An MBA is a plus + At least 4 years of related banking experience; Formal credit training or the equivalent preferred + Experience with Microsoft Outlook, Word, and Excel **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

Client Relationship Manager Department: Corporate Middle Market Banking Location: Dallas, Houston Manager: Regional President Corporate Banking Client Relationship Manager (CRM) plays a crucial role in managing and nurturing relationships between the bank and its commercial clients. Their responsibilities are centered around maintaining and growing the bank's relationships, ensuring that the client's commercial / corporate banking needs are met, while partnering with credit underwriters and credit portfolio managers to ensure credit quality, and working with originators and the broader relationship team to identify opportunities for new business and ensuring profitability. * Relationship Management: Serve as the main point of contact for business clients, addressing their broad banking needs, including debt and ancillary services (deposits, treasury, derivatives, etc.) * Business Development and Cross-Selling: working with deal team and market leadership to identify opportunities to cross-sell or up-sell the bank's products and services, such as treasury services, deposits, derivatives and other financial products. * Product Knowledge: Be well-versed in the bank's product suite to be a trusted advisor both internally and to the client. * Risk Management and new loan originations: Work closely with credit teams and credit portfolio managers, serve as a liaison between origination, the client, and credit partners to assess the risks and contribute to debt structuring to both properly assess and manage risk and to present the bank as a trusted advisor to existing and prospective debt clients. * Portfolio Management: Partner and collaborate with credit portfolio managers, and loan monitoring, to manage a portfolio of corporate middle market clients, ensuring consistent communication, timely support, and proactive management of accounts. * Performance Monitoring: working with relationship team, product, and credit partners to monitor client profitability, portfolio growth, and risk exposure to align with bank objectives and client expectations. * Problem Solving and Issue Resolution: working with relationship team and internal partners address client issues quickly, whether it's a service problem, a financial solution that needs adjusting, or an operational concern. * Compliance and Documentation: working with relationship team, loan monitoring, and credit portfolio managers to ensure that all client activities are compliant with banking regulations, internal policies, and risk management procedures. * Collaboration with Internal Teams: serve as the conduit to the relationship, work with various internal teams such as treasury, operations, credit underwriters and credit portfolio managers, loan monitoring and other product specialists to ensure comprehensive client service, credit quality, and profitable client relationships. * Client Retention: Focus on maintaining and deepening existing relationships by ensuring high levels of satisfaction with the bank's products and services. * Regular Reviews: serve as a liaison between credit portfolio managers, monitoring and client related regular account reviews. * Industry Insights: Stay updated with industry trends to identify potential growth opportunities or risks across the commercial portfolio. * Customized Solutions: As a key part of the relationship team, expand the collective thought leadership in targeted industries and markets, understand the client's business operations, challenges, and goals to assist the relationship team and provide tailored financial advice and solutions. * Client Advocacy: Act as the client's advocate within the bank, ensuring their needs and goals are represented in internal discussions. Skills and Experience: * 10+ years' work experience related to various aspects of middle market and corporate banking * Must be able to identify risks inherent in complex loan transactions and address/mitigate accordingly * Manage moderately large and more complex relationships (credits, deposits, and fee-based products/services) * Experience reviewing and negotiating loan documents * Performs, initiates, and partners with credit portfolio managers on account/loan maintenance as required * Acts as liaison for customer inquiries, issues account instructions, redirects questions and requests, as necessary, if issues related to other departments * Ensures accuracy of information, data, and documentation for all portfolio accounts * Actively participates in customer meetings to further the relationship and expand business opportunities * Good mathematical, reading comprehension and writing skills * Must have excellent interpersonal and communication skills * Must be able to verbally communicate effectively one-to-one and in groups * Must be able to write clearly and effectively * Must be able to develop and maintain cohesive, cooperative internal and external working relationships * Must have good personal organization and time management skills * Must allocate time effectively and independently prioritize workload to meet timelines * Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc. Qualifications: 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. * Support the deal team in managing existing and developing new client relationships * Assist corporate banking team, credit partners, and credit portfolio managers in deal qualification assessment, due diligence, and loan structuring * Understand complex transactions and related risk (credit, market, operations, legal/compliance, etc.) * Support and collaborate with originators, credit partners, and credit portfolio managers with underwriting of complex deal structures through the credit approval process * Partner with deal team, credit partners, and credit portfolio managers, in reviewing and negotiating loan documents and engaging counsel as needed * Partner with credit portfolio managers, and loan monitoring to conduct portfolio reviews and continuous portfolio monitoring for assigned portfolio * Assist in training and coaching of new team members * Coordinate with internal partners and participate in internal discussions (credit discussions, screens, new product pitches, etc.) * Ability to work within timelines and complete projects before deadlines Position Type: This position is a full-time, exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Direct Reports: None Travel: Some travel between Third Coast Bank offices and to client locations may be required. Work Environment: This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers. Physical Demands: This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling, and reaching. Mental Demands: The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.

Wealth Client Relationship Manager The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation. All licenses must be obtained within 120 days from start date. Key Responsibilities and Duties Manages individual relationships with high-net worth clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets. Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy. Provides client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination. Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy. Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.). Identifies client concerns and gathers additional information regarding clients' current financial situation and potential future needs. Identifies sales and asset retention opportunities. Coordinates sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution. Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional WM products and services. Educational Requirements University (Degree) Preferred Work Experience 2+ Years Required; 3+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required Physical Requirements Physical Requirements: Sedentary Work Career Level 6IC Required: 2+ years of financial services experience Series 7, 66 (or 63 & 65), and Life and Health Insurance License completed within 120 days of start date Preferred: 3+ years of financial services experience Series 7 and 66 (or 63 & 65) completed Life and Health Insurance License completed Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date: 2025-12-31Base Pay Range: $62,500/yr - $87,500/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

JobID: 210680006 JobSchedule: Full time JobShift: Base Pay/Salary: Denver,CO $25.00-$25.00; Boston,MA $26.45-$26.45; Los Angeles,CA $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in the Commercial & Investment Banking - Commercial & Specialized Industries (C&SI) Track, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. Job responsibilities * Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. * Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. * Prepare and present a curriculum-based project to an audience of senior stakeholders. Required qualifications, capabilities, and skills * Sophomore standing (expected graduation date of December 2027 through Summer 2028) * Attends college/university in the U.S. (all majors considered) in good standing * Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity * Possess a strong interest in developing professional skills for future opportunities in financial services Preferred qualifications, capabilities, and skills * Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations fellows may join: Charlotte, NC Dallas, TX Boston, MA Los Angeles, CA Denver, CO Indianapolis, IN Fellows will have an opportunity to select up to three location preferences in their application. Potential placement could include any of our offices within the city's metropolitan area. About Our Track Line of Business: Commercial & Investment Bank (CIB) Track: Commercial & Specialized Industries (C&SI) In the Commercial & Specialized Industries track, you will spend a portion of the Program learning how we provide credit, cash management, capital markets, and corporate finance advisory solutions to mid-sized corporations, municipalities, and nonprofits. The Commercial & Specialized Industries group supports clients in various industries ranging from $20MM to $2B in revenue, as well as municipalities, and not-for-profit entities. Read more about Commercial Banking here. Recommended Coursework: * Financial Accounting or other course providing foundational knowledge of financial statements, accounting principles, and how businesses track and report financial performance. * Cover topics such as capital budgeting, financial analysis, risk management, and funding strategies, all essential for understanding business lending and credit in a Corporate Finance course. * Statistics or Data Analysis equips students with quantitative skills to analyze financial data, assess credit risk, and make informed decisions based on numerical information. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

Commercial Middle Market Bankers at First Horizon target companies with revenues generally from $50 Million to $1 Billion+ and coordinate with a talented team of treasury management officers, portfolio managers, credit analysts, and support staff to deliver outstanding client experiences. Our extensive financial products and services, coupled with your business acumen and marketing skills, equips you to seek new clients, nurture existing relationships, and structure financial solutions that achieve mutually beneficial goals and strengthen our communities. If you are interested in a market-centric organization with an incredible support team and the ability to approve and close deals quickly, let's connect to see whether we're a fit! Key Responsibilities Include * Daily marketing to clients, prospects and centers of influence * Develop new clients and expand existing relationships * Generate lending, deposit and cash management opportunities * Analyze client financial needs and craft creative solutions * Recommend pricing options * Structure complex loans * Negotiate independently with clients * Provide mentoring and training to other bank associates Qualifications Include * Four year college degree, preferably in Finance or Accounting; An MBA is a plus * At least 4 years of related banking experience; Formal credit training or the equivalent preferred * Experience with Microsoft Outlook, Word, and Excel About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube