Relationship manager jobs in Prosper, TX

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.

The Relationship Manager is responsible for managing and maintaining borrowing relationships. This position is responsible for the development of new and existing business through calling programs and cross-selling of Bank services. Maintaining loan quality and generating fee income are also key areas of responsibility. The Relationship Manager approves loans within his/her authority and is responsible for presenting loans for approval at various committees. In addition, the Relationship Manager is responsible for managing his/her current loan portfolio. This position will report to the Market President or Managing Director, Commercial; an RM I can report to an RM II if identified by the Market President or Managing Director, Commercial. Duties & Responsibilities * Developing new business and prospects and generate business loans through referrals, business calls, and community involvement. * Analyzing customers' financial data, structure and negotiate credit transactions, and perform ongoing credit management. * Servicing existing customer relationships to maximize profitability. * Pursuing repayment of loans and contact customers whose loans are past due or have overdrawn accounts. * Responsible for early detection of problem loans and generation of reports for management of weak and criticized loans. * Assist other lines of business with business development. * Where applicable, the Commercial Market President/ Managing Director, Commercial may determine a need for a Relationship Manager II to support leadership in the management of Commercial PMs and/or RMs as well. Those duties would include: * Serving as a resource to associates * Act as a trainer/coach Education & Experience Knowledge of: * Strong oral and written communication skills * Strong sales and customer service skills Ability to: * Generate revenue at 10/5/5 - Level I * Generate revenue at 20/10/10 - Level II * Analyze and interpret numerical data * Analyze and solve problems of a complex nature and make decisions based on a wide knowledge of many factors where application of advanced technical concepts is required for which there are not precedents * Make independent and difficult decisions within parameters of the Bank's loan policies * Originate new procedures and approaches to problems * Perform duties under frequent time pressures Education and Training: * Requires Bachelor's degree with an emphasis in Accounting or Finance. * Requires 2 or more years of banking, finance, or sales related experience. * Six months or more credit analysis experience required. * Requires knowledge of Microsoft Office Compensation and Benefits 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: $150,000-$200,000 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.

It's about names, not numbers. Do you consider yourself to be a self-starter? Passionate about financial literacy? Are you willing to step outside your comfort zone in order to provide next-level products, services, and opportunities to our customers? If so, then the Relationship Manager II role might be for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Relationship Manager II, it's all about building relationships. In this role, you are responsible for the overall quality and longevity of our commercial customers' relationships with the bank. Our relationship managers are adaptable, inquisitive, and driven to succeed. You will have the opportunity to be a part of a team that wins commercial awards year after year for customer service, valuing long-term relationships above all else. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind. What you'll do: Reach and maintain your target portfolio size within a specified time frame Call prospects who are potentially profitable to the bank Always maintain the best interest of both the bank and customers in all matters Develop an efficient working relationship with Concurrence and the Small Business Loan Center for loan requests Closely monitor the assigned loan portfolio for any deterioration in repayment ability Advise, teach, and train associate relationship managers on how to best serve our customers What you'll need: 3+ years of lending experience Ability to communicate with all levels of personnel Excellent written and verbal communication skills Proficient in Microsoft applications Additional Preferred Skills: Bachelor's degree Completion of 6+ hours of accounting coursework Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost. #LI-HB1

Job Description Whether you are working in the Pharmacy industry looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, America's Pharmacy Group, LLC is a great opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans. Our Pharmacy Savings Card works like GoodRx and SingleCare. With savings of up to 80% off prescriptions, we provide the highest discounts in the industry! We are now seeking Pharmacy Relationship Managers in your area!* What does a Pharmacy Relationship Manager do? Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers *We are currently hiring for positions nationwide. Please only submit one application, even if you are interested in multiple territories. We will discuss the location you desire during the interview process. Requirements What you need to qualify: Pharmaceutical/medical sales experience is preferred but not required Sales skills with a proven track record Exceptional interpersonal skills (building strong relationships) Excellent verbal and written communication skills Ability to work independently to oversee accounts and increase revenue Benefits Training and compensation: We include comprehensive training and ongoing coaching Great Commission! We pay commission on a per-claim basis, which means you make money every time someone uses our Pharmacy Savings Card! Monthly Bonuses

Who You'll Work With At Slalom, personal connection meets global scale. Our vision is to enable a world in which everyone loves their work and life. We help organizations of all kinds redefine what's possible, give shape to the future-and get there. What You'll Do Slalom's Texas, Oklahoma, Louisiana, and Arkansas (TOLA) market is looking for a Client Partner (Director or Senior Director) who has experience building and managing a Travel & Hospitality book of business, is a coach and leader of people, and has expertise in the industry. This leader will help drive the overall growth of the Travel & Hospitality business - with a specific focus on a large airline client - through a combination of business development, relationship management, industry expertise, oversight of delivery work, and consultant and overall thought leadership. At Slalom, Client Partners are closely engaged with their clients. They understand their client's strategies and objectives, environment, and industry. Our Client Partners proactively identify opportunities to help clients meet their objectives and to address obstacles and constraints by leveraging Slalom services and offerings. They are highly aware of the delivery work in which Slalom is engaged and work with the team to drive excellent delivery, and as a leader in the market, they ensure we exemplify Slalom's core values in our delivery and interactions with clients, recruits, and the overall market. Drive Results - Exhibit a relentless drive to realize goals and deliver excellent outcomes across complex engagements. Develop and execute effective sales strategies to drive business growth, expand market share, and meet or exceed revenue targets. Respond to critical escalated issues, understand priorities, and drive alignment across teams. Maintain oversight of work and deliverables to ensure client value. Provide Industry Leadership and Expertise - Demonstrate a deep understanding of trends and value drivers in Travel & Hospitality, existing and emerging technology environments, and opportunities for transformation. Contribute to the Slalom brand, and knowledge capital, participate in key industry marketing efforts, and link current trends to a TOLA-based market strategy. Bring other Slalom consultants along to learn about the industry and support client discussions as our local Financial Services expert. Develop and Manage Financial Services Accounts - Lead development of client-centric account strategies and Go to Market plans. Understand and contribute to our Travel & Hospitality business's financial health and P&L, from a revenue and utilization goals perspective. Drive $20+ million in annual revenue at priority clients. This is in collaboration with practices, key alliances, and other Slalom markets. Manage business and market development activities to generate sales pipeline. Relationship Management - Effectively connect and drive meaningful dialog with a C-level audience while engaging at all levels of an organization within Travel & Hospitality. Inspire trust and address client's priorities with speed and effectiveness. Self-starter who can work effectively with a team in the areas of client relationship building and managing customer satisfaction. What You'll Bring * 10+ years of Travel & Hospitality leadership experience within consulting and client management/leadership experience, ideally within a formal management/technology consulting environment * The ability to effectively balance business development, contracting/negotiating, solutioning, client engagement, delivery excellence enablement, operations/financial management and team/people management all in a single role * Creative solutions to the most complex challenges affecting Travel & Hospitality clients * Well-developed and transferable relationships within the Travel & Hospitality industry * Understanding of Commercial, Customer, Operations and Enterprise functions and technologies * Prior experience collaborating with strategic partners, with a focus on AWS, Salesforce, Google, Microsoft, Snowflake, Databricks, etc. to develop client solutions is preferred * Demonstrated experience delivering high-impact consulting services, previous P&L and direct revenue responsibilities, and thought leadership * Consistent track record of client and employee satisfaction * Experience rallying teams, building community, and helping grow and expand a client portfolio * The desire to work with a truly dynamic and exciting team, with a willingness to "roll-up your sleeves" to get things done * Self-directed and motivated to continuously improve processes to exceed expectations and help promote a best-in-class organization About Us Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and 500+ public sector organizations to improve operations, drive growth, and create value. At Slalom, we believe that together, we can move faster, dream bigger, and build better tomorrows for all. Compensation and Benefits Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance. Slalom is committed to fair and equitable compensation practices. For this position, the base salary pay range is $189,000 to $302,000. In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time. EEO and Accommodations Slalom is an equal opportunity employer and is committed to attracting, developing and retaining highly qualified talent who empower our innovative teams through unique perspectives and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team or contact ****************************** if you require accommodations during the interview process.

Job Description*The Opportunity:* Be the voice of our client from our client's office in Dallas, Texas to our high-net-worth clients in Europe. You will spend your time educating each client on investment philosophy, explaining why certain decisions were made for their particular portfolio, and helping them understand events in the market-all to help each client stay on track to achieve their long-term goals. You will provide a valuable service, building relationships based on trust and the expertise that our client offers. You will receive support from internal departments to allow you to focus on providing unparalleled customer service. You can take off your “many hats” as a Financial Advisor and become an expert in service and education. *The Day-to-Day:* When you come to work for us as a Relationship Manager, our client will provide you with an arsenal of support, including: * An assigned roster of high-net-worth clients, to allow you to focus on building trust, educating, and providing unparalleled customer service * An advanced finance and capital markets education through their training and mentoring program, allowing you to learn how our firm is different from our competitors and why that gives us a competitive advantage. * Internal portfolio decision-makers and auxiliary research teams who handle the portfolio itself, meaning you can focus on providing unparalleled customer service. You're free to take off your “many hats” and become an expert in client relationship management and education. * Ongoing career development, empowering you to discover your own career path. * Opportunities for advancement driven by performance and attitude. * Competitive compensation that aligns your interest with the client's, instead of working against each other. *Your Qualifications:* You're meant for this role if you have finance experience and a thorough understanding of the investment industry. You will succeed if you have a desire to develop longstanding relationships as opposed to selling products or trading accounts. You will thrive if you have a tremendous desire to explore new opportunities and challenges-and along the way, seek to help us in our quest to better the investment universe. Finally, you will excel if you continuously strive to put your clients first. *Why Our Client:* Our client is a different kind of investment firm. They don't come from Wall Street, nor do they believe they fit in with most of the finance industry, and they're proud of that. They work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it's the people that make our clients purpose possible. After all, it's our client's people that enable them to offer the level of service that they do. And they invest in them accordingly, offering exceptional benefits like: * 100% coverage of premiums for health, vision and dental insurance * A 50% 401(k) match, up to the IRS maximum * 20 days of PTO\*, plus 9 paid holidays * 8 week paid Primary Caregiver Parental Leave * And much, much more They also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; they're a Great Place to Work Certified, and The Oregonian named us as a Top Workplace. But in the end, it's not the perks that keep people at our client. They stay because they believe in their mission of service-their employees want to make a difference in an industry that can do better. * California employees accrue up to 17 days of PTO and 3 days of sick time per year. OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER

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.

We are Olsson. We engineer and design solutions that improve the world around us. As a company, we promise to always be responsive, transparent, and focused on results - for our people, our clients, and our company. We're a people-centric firm, so it's no surprise our greatest asset is our people. The impact this creates is an environment that encourages our people to grow and be creative with their talents. This approach builds a culture that is uniquely Olsson. It allows us to grow our people as we grow our business. This, in turn, creates a lasting impact on the world around us. Job Description Olsson provides multidisciplinary, preliminary, and construction design services for mixed-use, commercial, and residential land development projects, along with industrial, sports, schools, and other site development types. The Client Manager role serves as the main point of contact for a specific client, a division of a larger client, or a targeted client at the team level, establishing solid relationships, building and maintaining a strong rapport, and ensuring overall client satisfaction. The Client Manager oversees client service management for the team, ensuring services that provide purposeful, high-quality solutions to successfully solve engineering and design needs. Primary Responsibilities: Manages a key client account within the team or across multiple teams by serving as the main point of contact and working closely with project managers to lead project execution plans. Develops a deep understanding of the client's business, as well as the industry, to present growth strategies, identify new opportunities, and cross-sell services to the client. Creates communication plans unique to the client to ensure communication needs are satisfied by providing regular updates and reports to the client on the status of their projects. May focus on a specific client targeted for growth opportunities for the team by executing a growth plan for the client and cross-selling services. Leads efforts, in conjunction with the team leader and/or group leader(s), to secure repeat client work by focusing on exceptional client service. Manages client expectations and negotiates outcomes. Coordinates with internal leaders to address client concerns or conflicts and takes client feedback into consideration when making decisions. Qualifications You are passionate about: Working collaboratively with others. Having ownership in the work you do. Using your talents to positively affect communities. You bring to the team: Strong communication skills. Ability to contribute and work well on a team. Bachelor's degree in engineering or a related area is preferred. A minimum of eight years of client experience with increasing responsibility. #LI-DNI Additional Information Olsson specializes in engineering and design, client advisory services, planning, field services, and environmental. Improving the world has been our mindset from the very beginning, back when Olsson first opened for business in 1956. And it will be our mindset for years to come. As an Olsson employee, you will: Receive a competitive 401(k) match Be empowered to build your career with tailored development paths Have the possibility for flexible work arrangements Engage in work that has a positive impact on communities Participate in a wellness program promoting balanced lifestyles In addition, full-time employees will receive our traditional benefits package (health care, vision, dental, paid time off, etc.) and the opportunity to participate in a bonus system that rewards performance. Olsson is an Equal Opportunity Employer. We encourage qualified minority, female, veteran, and disabled candidates to apply and be considered for open positions. We do not discriminate against any applicant for employment or any employee because of race, color, religion, national origin, sex, sexual orientation, gender identity, gender, disability, age, military status, or other protected status. Olsson understands the importance of privacy and is committed to protecting job applicants' personal information. Pursuant to the California Consumer Privacy Act, as amended by the California Privacy Rights Act (collectively, the "CCPA"), this notice explains Olsson's practices regarding the collection, use, and disclosure of personal information for job applicants residing in California. Please read this Notice carefully to understand our privacy practices. For more information about the types of information we collect and how we use it in connection with your general access and use of our website, please review our general California Privacy Notice here.

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 *********************************.

The Relationship Manager will be responsible for developing sound and profitable relationships. As a family owned bank, the ultimate goal is to establish relationships that span decades and generations. In addition, the Relationship Manager will actively pursue business development opportunities to create a profitable loan portfolio. This will involve developing, managing and maintaining relationships with commercial real estate customers and prospects sourced by the Relationship Manager, ranging in individual loan sizes from $5M - $30M. • Acquire qualified referrals from existing customers and investors. • Maintain thorough knowledge of the local real estate market to accurately underwrite lending opportunities. • Grow and maintain a portfolio that achieves the company's goals and profitability. • Document, close and administer all loans with excellence using best practices. About MidFirst Bank: • Privately held bank with $31.5 billion in assets and $2.6 billion in regulatory capital. Primary markets include Oklahoma City, Tulsa, Western Oklahoma, Denver and Phoenix with commercial real estate lending offices in Atlanta, Houston, New York and Southern California. • Experience Commercial Real Estate Lender with over $4.8 billion on CRE loans. Candidates must possess 5+ years of experience in complex commercial real estate lending and account management experience in a financial institution. Additional requirements include: • Deep connections to the Dallas real estate community including a proven track record of building a portfolio. • Excellent verbal and written communication skills. • Thorough knowledge in review, analysis, and underwriting all product types related to commercial real estate loans and personal/corporate financial statements pertaining to Sponsors/Guarantors. • A Bachelor's degree in finance, economics or related field. Commensurate experience considered in lieu of degree. • Thorough understanding of commercial building construction procedures and practices.

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.

Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs. Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Position Details: Industry: Banking Location: 16001 N Dallas Pkwy, Addison, TX - 75001 Job Title: Customer Relationship Manager Duration: 12 months Shift Timings: 9-6 local time, must be flexible to work within this shift Job Description: • General knowledge about the entire loss mitigation process is necessary to manage a large portfolio of customers throughout the default servicing lifecycle. • The Customer Relationship Manager (CRM) position requires expertise in loan modification. • The CRM serves as a single point of contact and trusted advisor for these borrowers. • Sensitivity to the nature of a distressed customer situation and professional demeanor are important attributes to possess in communicating with customers, as well as setting expectations, about loan status and possible difficult decisions up to the final resolution. • The CRM will oversee broad set of activities that include managing a portfolio of loans in default, loan modifications, document validation, NPV modeling, second mortgage modifications, short sale/ DIL, and answer technical foreclosure questions. In many cases, (e.g., short sale/DIL/foreclosure) the CRM will be needed to initiate and possibly facilitate connections and dialogue between the borrower and the appropriate expert who can address specific questions and situations. • The CRM will need to document notes in the customer-facing system and monitor accounts for trial payments, including lengthy repayment plans and special forbearances. • The CRMs responsibilities may also include assisting with non-customer facing activities, such as pre-validation document checking, impounding, escrow, and investor approvals. • Ability to clearly communicate the customer's current status and the steps that are required in order for us to make a Fair, Fast and Final decision. • Demonstrated ability to meet/exceed established performance metrics, such as: resolutions, quality and other various performance metrics such as answer rate and SLA adherence. Additional Information To know more on this position or to schedule an interview, please contact; Vishal Patel ************ vishal.npatel[@]collabera.com

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

The Client Manager works with and supports Producers, Senior Client Advocates, Client Executives and the account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business largely comprised of commercial/P&C accounts. The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand large and complex client relationships. This position is a senior, client-facing role responsible for directly supporting Property & Casualty Insurance client relationship management efforts. The position supports and coordinates service activity and is a key member of the client service team, responsible for delivery of the program-level strategy and providing consultation to clients. Location: This role requires a hybrid work schedule out of our Dallas office, 3 days a week in office. QUALIFICATIONS: You will find EPIC to be a fast-paced and fun environment and a workplace in which you truly can make a difference. Creativity and independent thinking is valued throughout our organization. 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. ESSENTIAL DUTIES AND RESPONSIBILITIES: Overall Ongoing Service Duties Include: Ensure timely and consistent review of expiration list. Processes (during non-renewal periods) applications, policies, endorsements, binders/notice of elections, certificates, auto ID cards, audit requests/review, and other items related to the servicing of clients. Research and compile answers to client's policy, coverage, exclusions and related questions, incorporating support from other team members as needed. Assists broader service team and broking team in servicing clients. Provides support to Producers/Client Advocate and, if applicable, Client Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team. Prepares all invoicing and client allocations directly with EPIC Accounting. Resolve client billing issues with support from team members as appropriate. Provides standard office/administrative support as needed. Maintains Agency Management Systems and Share Drive files in real time. Establish and maintain open items lists with internal and external clients to ensure all deliverables are proactively managed. Prepare and maintain, schedules of insurance, summaries of insurance, and coverage illustrations. Consistently establishes and maintains high levels of trust and confidence with clients by promptly responding and resolving client questions and issues. Meet all quality and timeliness standards in the Agency Management Systems while properly documenting all activity. Oversee AR report for all assigned accounts, engaging Producer/ Client Advocate, Client Executive as needed. Access/manage third party certificate sites and carrier websites. Other duties may be assigned. Renewal Process Upon review of expiration list and in conjunction with Producer/CA/CE/Senior CM, schedule internal strategy meeting. Document meeting and subsequent next-steps with internal team. Support Producer/CA/CE/Senior CM/Broking Team with external strategy meeting presentation and materials. Prepare and review current program and expiring exposures for information gathering process with client. Request updated exposures from client and coordinate client responses with multiple client contacts as required. Request loss runs and compile loss summaries for renewals and on ad-hoc basis as required. Support submission process as required by assigned accounts. Coordinate proposal process in conjunction with Producer/CA/CE/Senior CM/Broking as required by assigned accounts. Manage policy checking process, including carrier corrections as needed, and policy delivery to clients within established timeframe. Manage the certificates of insurance, auto ID cards, and posting notices renewal process with clients to ensure timely and accurate issuance/distribution. Coordinate binding and post-binding processes, including order to bind, confirmation of coverage, evidence of coverage, etc. Obtain premium financing options, invoice the renewal and premium allocations. Other duties may be assigned. SUPERVISORY RESPONSIBILITIES: N/A KEY COMPETENCIES: Full knowledge of Property Casualty lines of coverage and services, including knowledge of insurance renewal end-to-end process. Ability to understand coverage questions. Recognize problems and respond appropriately. Able to analyze situations logically in order to draw solid conclusions. Strong attention to detail and time management abilities. Ability to handle highly sensitive and confidential information. Customer service oriented. Enthusiasm and zest for continual learning. Strong ability to multi-task and assign priority. Ability to work effectively and efficiently both with and without direct supervision. Ability to work effectively and efficiently in a team environment as well as independently. Strong interpersonal communication skills, both written and oral. Working knowledge of Microsoft Office suite of programs including Word, Excel, Outlook, etc. EDUCATION and/or EXPERIENCE: High school diploma or G.E.D. equivalent required. College degree preferred. 3 plus years of commercial property and casualty insurance experience in a client facing role. Insurance industry designations preferred but not required. CERTIFICATES, LICENSES, REGISTRATIONS: Property and Casualty Broker License Valid Driver License PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to move around, sit, use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision and ability to adjust focus. Ability to travel independently to clients; some air travel may be required. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk. OTHER DUTIES: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women's Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We're in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* #LI-LL1 #LI-Hybrid

Job Description DUTIES and RESPONSIBILITIES: Primary role is serving as project manager for client engagements. Emphasis on managing the flow of all projects for assigned clients to a successful completion. Oversee, manage, prepare, analyze and provide advice to wealthy families on all aspects of personal financial planning including but not limited to: investments estate planning tax planning debt management insurance Responsible for gathering all information for client financial matters Research on investment ideas and wealth management strategies Assessing financial decisions and situations and thinking creatively of logical plans to evaluate the client's options and put together a quantitative and qualitative analysis. Preparation of financial reports and presentations for clients Coordination and execution of investment strategies Responsible for attending client meetings and providing input in these meetings, talking to clients on the phone, and coordinating most of the work and communication with the client's outside advisors (CPA's, Attorney's etc..) Must be able to ensure that all work products presented are timely, accurate and well thought out Must be able to delegate tasks and manage Analysts and Senior Analysts, and communicate the status of projects to them and the rest of the Client Advisory Team Responsible for mentoring analysts and senior analysts by training, teaching and develop their careers at the firm. Continue to establish your business networks and building business development skills MINIMUM POSITION REQUIREMENTS: Bachelor's degree from accredited university with major focus in accounting or finance 5-10 years' of work experience which is industry related Have completed the CFP program or in process of completion and IMCA, (CPWA), CPA, CFA or JD designation a plus Must have strong understanding of wealth management process Asset allocation and application to each client's goals Performance reporting and how to interpret numbers Estate planning and estate reduction strategies Charitable planning strategies Ability to perform property and casualty assessment Understand how to evaluate life insurance and the product options Must have strong Excel, PowerPoint and Word skills as well as the ability to learn new systems and is internet savvy Strong financial and analytical skills and understanding of basic financial concepts Desire to learn and grow professionally in the personal wealth management business Must consent to and have favorable consumer report and background check test #LI-KS1 NO AGENCIES PLEASE No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees. Tolleson Wealth Management is an Equal Opportunity Employer

Role Description Responsible for managing large P&L ($30+M)- Drives revenue & profit growth targets, Achieve Superior Customer Satisfaction, Ensure delivery excellence New Business Development- demand creation, bring thought leadership, increase wallet share of TCS by growing existing business and securing new business, Collaborate with partner aliances, other teams within TCS and larger TATA group Client Relationship- Nurturing existing relationship and build new Lead Sales Cycle - active contribution to RFP response including solutioning support, resourcing, pricing, winning strategy etc. Comply with Corporate governance & planning- maintain CRM, operational KRAs set by the account team and Unit Effective Team management - succession planning, learning & development, 360 degree collaboration across account team and within TCS Pre-requisites: Should have had at least 20+ years of Business Development, Account Management experience (including onsite), Proven record of managing CXO level relationship (managing steering committees, monthly CIO meeting etc). , hands on experience to be self sufficient, Resourceful, Should be Self motivated and a Thought leader TCS Employee Benefits Summary: Discretionary Annual Incentive. Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. Family Support: Maternal & Parental Leaves. Insurance Options: Auto & Home Insurance, Identity Theft Protection. Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. Time Off: Vacation, Time Off, Sick Leave & Holidays. Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing. Salary Range-$140,000-$175,000 a year #LI-KR3

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.

**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