Relationship manager jobs in Quincy, MA

We are a mission-driven organization that was born out of the health care research at Harvard Business School led by Michael Porter and Bob Kaplan. We provide health systems, surgery centers, and physicians with comprehensive insight into their surgical care through our software and empower them to improve their finances and deliver the best care possible to their patients. We integrate sophisticated analytics with deep industry knowledge. We are thought leaders, and our impactful work in improving health care efficiency and effectiveness has been recognized and featured in publications like the Harvard Business Review and The Wall Street Journal . We are well capitalized and backed by leading VCs, including General Catalyst, Founder Collective, Fulcrum Equity Partners, and Tectonic Ventures. Join us in our mission to reshape health care through innovation and insight. Position Overview - Mid-Senior Healthcare Client Partner Role Avant-garde Health seeks a leader in healthcare performance improvement to join our dynamic Customer Success team. You will collaborate closely with hospital executives and clinicians, utilizing our cutting-edge technology and data analytics to identify opportunities for enhancing care processes, reducing costs, and improving outcomes. This is an ideal position for candidates with backgrounds in healthcare technology, advanced data analytics, and technical account management. We are looking for candidates who are passionate about bringing their advanced analytical skills and customer success expertise to drive impactful change within our client hospitals. Your role will be pivotal in fostering long-term relationships with our clients, serving as a trusted partner in their journey towards delivering higher quality, more cost-effective healthcare. Key Responsibilities: Utilize Avant-garde's proprietary SaaS analytics platform to uncover client-specific insights and opportunities for performance improvement. Collaborate with physicians, perioperative directors, supply chain leaders, nursing, and other roles/depts. within hospitals and ASCs to prioritize and develop action plans based on identified opportunities. Perform rigorous data analyses and present compelling insights and recommendations to client stakeholders on a daily, weekly, and quarterly basis. Manage and nurture relationships with multiple stakeholders within client organizations, serving as a trusted advisor. Participate in new client onboarding and training sessions. Monitor client engagement and track key metrics to measure value creation. Drive client growth by extending solutions into new locations or clinical specialties. Contribute to building a learning community among Avant-garde's client base through webinars and discussions. Hybrid location (2 days/week in the Boston office and 3 days/week from home). Travel to client sites for in-person meetings with executives, physicians, etc. (~15% travel). Qualifications: Strong analytical and problem-solving skills, with a focus on data-driven decision-making. Proficiency in data manipulation and analysis using Excel pivot tables. Excellent communication and presentation abilities. Ability to thrive in a fast-paced startup environment. Skills & Experience: Education: Graduate degree required: MBA, MHA, MPH, or equivalent. Experience: 7+ years of experience in healthcare delivery/operations, management consulting, or related fields. Minimum of 3 years focused on healthcare audiences, including hospitals, health systems, physicians, and surgery centers. 3+ years of hospital experience working with management and C-level stakeholders. Experience working with large data sets from multiple sources, running customized reports using Excel Pivot Tables, and presenting the results to physicians and C-level stakeholders strongly preferred.

At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team. Primary responsibilities include Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. Provide exceptional, high-touch client experiences. Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. Leverage Salesforce CRM to track activity. Measures of Success include Growth in net new investment assets in collaboration with Wealth Partners. Growth in new deposits including checking, savings, and CD balances. Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. A minimum of two licenses required: SIE, Series 6, 7, 63, 65, or 66 licenses, and Life and Health, Accident Insurance Licenses. Additional licenses can be obtained within a specific timeline upon hire. Demonstrated success in a client-centric, initiative-taking sales environment. Experience establishing and maintaining relationships with clients and internal partners. Knowledge of industry regulatory requirements to ensure a sound control environment. Excellent written and verbal communication skills. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F; potential Saturday hours Pay Transparency The salary range for this position is $77,000 - $95,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** #LI-Citizens6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

REGIONAL SALES MANAGER - Northeast Region AT3 Staffing is excited to partner with a well-established industry leading Tile and Stone Distributor in search for a Regional Sales Manager to join their team. The Regional Sales Manager is responsible for developing and driving the overall sales growth strategy by promoting account development across all brands. Responsibilities include owning revenue targets for the region, identifying and leveraging existing customer relationships to enhance the ability to deliver outstanding customer experience. The role will expand the organization's footprint via new and existing channels, building strong relationships with builders, fabricators, showrooms, designers and distributors to expand market share. The successful candidate will be a result-driven, innovative sales, marketing, and strategy leader capable of motivating and achieving continued growth. The preferred candidate will have strong strategic leadership capabilities and the ability to effectively articulate a vision for the future and a growth roadmap for the business. Responsibilities: In collaboration with company leadership, execute a segment strategy to drive sales growth for the entire portfolio of products across the assigned Region. Provide support for design center locations and act as a key resource for this essential growth account. Visit job sites to assess complaints, gather information, and communicate with upper management and clients to resolve issues. Develop new display strategies in each territory to facilitate market share growth. Provide organizational insights into market trends, competitor strategies, and industry developments to establish a customer-focused agenda. Drive sales performance and customer engagement across the company. Coordinate sales and marketing objectives with all functional departments, including purchasing, marketing, finance, and distribution. Meet company sales objectives by forecasting requirements, including preparing an annual budget, scheduling expenditures, analyzing variances, and initiating corrective actions. Develop and implement strategic segment strategies and sales plans in conjunction with marketing plans and forecasts to achieve annual objectives. Actively engage in the sales process by guiding the field team in identifying, developing, and targeting key customers and marketing accounts. Establish and maintain key customer relationships to support long-term business opportunities. Review and analyze sales performance against programs, quotes, and plans to measure effectiveness. Support the outside sales team by recruiting, selecting, training, assigning, scheduling, coaching, counseling, and managing employees in assigned territories. QUALIFICATIONS Basic Qualifications: Bachelor's degree in Business Administration, Marketing, or a related field. 10+ years of experience in a building trades leadership capacity. Proven history of success in sales management, with at least 7 years of experience in a leadership role. Strong leadership and team-building skills. Excellent communication, negotiation, and interpersonal skills. Proficiency in CRM software, sales analytics tools, and Microsoft Office Suite. Strong analytical and critical thinking skills. Willingness to travel 75% of the time. Preferred Qualifications: Master's degree in Business Administration. 3+ years of experience in the stone slab industry. Strategic thinker with the ability to develop and execute sales strategies that drive results. Bilingual (English/Spanish). BENEFITS Medical Dental Vision Employer-Paid Basic Employee Life and AD&D Insurance Employer-Paid Long-Term Disability Flexible Spending Accounts Voluntary Short-Term Disability Voluntary Life and AD&D Insurance Voluntary Accident Insurance Voluntary Critical Illness Insurance WORK LOCATION This position requires approximately 80% travel across multiple states. Additional details will be provided during the interview process. POSITION TYPE & EXPECTED HOURS OF WORK This is a full-time position that may require overtime based on business needs. OTHER DUTIES Please note: This job description is not designed to cover or contain a comprehensive listing of all activities, duties, or responsibilities required for this role. Responsibilities and tasks may change at any time, with or without notice.

K&M Associates, L.P., founded in 1959 is a top leader in the fashion accessories industry. Known for its expertise in transforming need-based items into impulse purchases, K&M excels in product innovation to consistently offer customers exciting new trends. With in-house design and logistical operations, the company ensures high-quality products and customer satisfaction. K&M's collaborations with world-class retailers demonstrate its leadership in design, manufacturing, sourcing, packaging, and distribution of fashion accessories. The company is fueled by a dedicated team and a culture of innovation, driving its success in the industry. Role Description The Account Manager will manage relationships with key retail partners, focusing on customer satisfaction and business growth. Responsibilities include building and nurturing client relationships, identifying opportunities for sales expansion, developing strategic account plans, and ensuring successful product delivery in partnership with the logistics team. This is a full-time on-site position located in Providence, RI, requiring daily coordination with cross-functional teams to meet client needs and achieve business objectives. The ideal candidate will be able to travel domestically quarterly for Market weeks and to account presentation meetings. Past or current experience with Off-Price retailers is a plus! Keys to Success Account management, customer relationship management, and client service skills Sales strategy, business development, and negotiation expertise Strong communication, presentation, and interpersonal abilities Experience with data analysis, reporting, and trend identification Proficiency in relevant software and CRM tools Exceptional organizational and time management skills Experience in the fashion or retail industry is a plus Experience in Off Price Retailers is a plus Bachelor's degree in Business Administration, Marketing, or a related field preferred or a combination of work experience and education Microsoft platform, SAP, JDE

WHO WE ARE: Saks Fifth Avenue is a leading destination for luxury fashion, driven by a mission to help customers express themselves through relevant and inspiring style. Since its inception in 1924, the company has delivered one-of-a-kind shopping experiences, featuring an expertly curated assortment of fashion and highly personalized customer service. Its unique approach combines an emphasis on the digital customer experience with a strong connection to a network of 33 extraordinary locations across North America for seamless, all-channel shopping. Saks Fifth Avenue is part of Saks Global's portfolio of top luxury retail brands and real estate assets. YOU WILL BE: As the Sales Manager, you possess total ownership of the sales experience within your Saks Fifth Avenue store and occupy a critical role in the achievement of the company's objectives. Within this role, you facilitate partnerships across functions and leverage team skills to build a customer-centric sales experience, all while being a steward of the Saks Fifth Avenue brand. You have an appetite for driving sales by developing the clienteling skills and selling behaviors of a team of high-performing direct reports. You maintain high visibility on the selling floor to coach and develop our selling force, while refining the art of connecting with clients to build sustainable relationships through exceptional service and regular outreach. With strong oversight of onboarding, training, ongoing education, and performance management of the selling team, you foster a powerful sense of teamwork and collaborative spirit to successfully achieve the store's goals. WHAT YOU WILL DO: People Responsible for actively recruiting and seamlessly onboarding new hires. Acting with a sense of urgency, hiring quality talent to plan for and create talent bench Train and develop top talent by supporting team members in identifying career development goals and opportunities for growth and exposure; set clear goals and communicate to direct reports in alignment with department objectives and support in achievement strategy Foster an environment of accountability by leading team in appropriately enforcing policies and procedures, ensuring understanding from all associates Evaluate and calibrate performance and productivity fairly for direct reports, provide feedback with consistent follow-up, coach and mentor associates on opportunities for improvement Develop direct reports to build their personal brand as a fashion authority through proactive outreach, leveraging social media platforms to build fashion influencer presence, and broaden connections beyond client base Drive continued education initiatives for direct reports, with a focus on product knowledge training, client events and experiences, and targeted selling and clienteling Promote a positive environment of achievement, recognition, and celebration Resolve work-related concerns and conflicts as soon as they arise, finding common ground and settling disputes fairly and with minimal disruption Empower team to take ownership of internal and external customer problems and resolve them quickly Oversee scheduling of department associates with sensitivity to promotional calendar and business needs, while managing team's daily prioritization of tasks Create and maintain an environment of trust and collaboration by encouraging team members to share feedback and make recommendations for improvement Speak with truth and candor, modeling how to challenge the status quo appropriately Customer Experience Exhibit Saks Fifth Avenue's culture and values, and create a friendly, upbeat atmosphere where customer service is consistent with Company standards Role model exceptional service and client relationship building skills by consistently delivering memorable client experiences, planning and supporting client appointments to maximize results, and informing clients of in-store events to enhance engagement and loyalty Execute all client development-specific initiatives in-store and collaborate with functional partners, including store leadership, marketing, vendors, and merchants, to identify top clients and seamlessly execute events/experiences Proactively build positive and productive relationships, seeking to help others by identifying and meeting the needs of the team, customers, partners, and the community Build a cohesive customer service-driven team, overseeing customer service efforts and escalations Use data-driven methods to identify patterns in client spend, identify opportunities to increase wallet share, and drive repeat business Increase new client acquisition and strengthen existing relationships by leveraging various marketing tools and channels of technology, such as social media platforms, referrals, and networking Exercise expertise in use of clienteling tools to deliver exceptional service, stay connected with the client, and make targeted recommendations based on shopping history and preferences Take initiative to stay informed on new merchandise deliveries in the store to maximize selling potential Business Ownership Drive towards the achievement of maximum sales and growth through the development of client advisors and client relationships Establish well-thought-out plans and manage team execution, anticipating and adjusting for risks and roadblocks to maintain operational excellence within department(s) Execute plans and strategies in store to build strong client relationships and meet overall client development goals Develop understanding of and analyze internal and external customer behaviors, trends, and preferences, adjusting processes and standards accordingly (e.g., focus programs) Support audit compliance to enforce department and stockroom controls, as applicable Stay informed of business drivers, industry trends, and competitors, applying knowledge to identify and pursue new opportunities Track progress against departmental strategies to execute properly and successfully Proactively share information, best practices, and new ideas with team to improve business and performance Demonstrate strong decision-making skills (e.g., problem definition, data analysis, hypothesis testing, asking for input) Use critical thinking skills to analyze problems and to recommend viable solutions Personally champion change initiatives, explaining benefits and challenges of change to team and others impacted WHAT YOU WILL BRING: Required Qualifications (Minimum Requirements): Relevant experience and leading a team, with supervisory experience managing a team of direct reports A proven track record of success managing a selling and operations workforce and achieving business results Proficiency in utilizing available technology, including clienteling tools and social media (social selling), as well as Google Workspace programs, advanced proficiency preferred History of building, leading, motivating, and coaching teams to achieve objectives Excellent oral and written communication skills, structuring messages in a clear logical manner using the most appropriate communication medium Strong attention to detail May require standing, bending, climbing stairs, and lifting and carrying up to 10 pounds Willing to work a flexible schedule based on business need, which will include evenings, weekends, and holidays Preferred Qualifications: Luxury retail fashion experience preferred 4-year degree preferred Continuously builds skills and knowledge through training, coaching, and career experiences Demonstrates a working knowledge and appreciation of the Saks Fifth Avenue business and the fashion industry Adapts personal approach in response to diverse situations and people Responds to unexpected changes in work environment with creativity and resilience Establishes and upholds high personal standards for individual work and environment Maintains a customer-centric mentality versus a solely store-centric one Comfortable working in a remote environment YOUR LIFE AND CAREER AT SAKS FIFTH AVENUE: Opportunity to work in a dynamic fast paced environment at a company experiencing growth and transformation Exposure to rewarding career advancement opportunities across the largest multi-brand luxury retailer from retail to distribution, to digital or corporate Comprehensive benefits package for all eligible full-time employees (including medical, vision and dental) An amazing employee discount SALARY AND OTHER BENEFITS: The starting salary for this position is $85,000 - $90,000 annually. Factors which may affect starting pay within this range may include market, experience and other qualifications of the successful candidate. This position is also eligible for bonus Benefits: We offer the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, basic life insurance, supplemental life insurance, disability insurance, and a variety of additional voluntary benefits (such as critical illness, hospital and accident insurance). Thank you for your interest with Saks Global. We look forward to reviewing your application. Saks Global is an equal employment opportunity employer and is committed to providing reasonable accommodations to applicants with disabilities. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

About Long's Jewelers For more than a century, Long's Jewelers has been New England's premier destination for fine jewelry, luxury watches, and exceptional client experiences. Family-owned and operated with seven locations across Massachusetts and New Hampshire, Long's is proud to partner with the world's most prestigious brands, including Patek Philippe and Rolex. With a reputation built on trust, integrity, and lasting relationships, Long's offers a truly unique opportunity to be part of a legacy brand. The Opportunity Long's Jewelers is seeking a Sales Manager to lead the flagship Patek Philippe boutique on Newbury Street in Boston. This is a rare opportunity to represent one of the world's most exclusive watchmakers, guiding clients through an experience that is as much about heritage and artistry as it is about ownership. The Sales Manager will be entrusted with fostering meaningful client relationships, mentoring a talented team, and serving as a key ambassador for both Long's and Patek Philippe. Key Responsibilities Represent Patek Philippe with professionalism, discretion, and integrity. Build lasting relationships with high-net-worth clients, offering an exceptional and personalized experience. Lead, coach, and inspire the boutique sales team, cultivating a collaborative and high-performance culture. Partner with leadership to drive strategy, elevate client experiences, and grow the boutique's impact. Serve as a trusted liaison with Patek Philippe leadership in the U.S. and Geneva, bringing insights and training back to the team. Qualifications 5+ years of experience in luxury watches or fine jewelry; high-complication expertise strongly preferred. A proven track record of building and sustaining long-term client relationships. Experience leading and developing high-performing sales teams in a luxury retail environment. Strong organizational, analytical, and communication skills. A passion for horology and an eagerness to represent one of the most respected names in the industry.

MANAGER, CLIENT ACCOUNTING (HYBRID - Boston, San Francisco or Washington, DC) If you are an experienced client accounting professional looking for an opportunity to showcase/display your timekeeper and billing management skills, then we would like to meet with you! The Manager, Client Accounting manages the firm's master files including case and timekeeper intake, timekeeper promotions and annual rate increases, special fee and discount programs and reporting related to these responsibilities. This role also leads the Client Accounting team, drives process efficiency, and ensures compliance with client-specific billing terms. At Cornerstone Research, you will be part of a thriving, 1,000-strong team that spans nine offices, comprises more than 55 nationalities, and leads the industry in its commitment to develop team members across all levels. Inc. Magazine has recognized Cornerstone Research three times as a Best Workplace for its outstanding employee engagement, collaborative culture, and professional growth opportunities. You'll Love It Here If You: Embrace learning and continuous improvement Set and strive for a high bar of excellence Believe that teamwork leads to success: ask us what it means to be #onefirmfirm! Take pride in always doing your best work, even if it's harder or takes longer Are passionate about what you do How You'll Help Our Team Succeed: Hires, manages, coordinates workflow, oversees training and professionally develops the Client Accounting team. Manages the intake of new clients and client matters in partnership with the Client Accounting Coordinators. Creates special case setups of new engagement terms in partnership with Billing management. Oversees quality control of billable, nonbillable, accountable matters and their time records. Manages the Timekeeper rate setups for all standard and nonstandard rate levels. Manages our fee and discount agreements with clients. Reviews, interprets and clarifies new agreements and implements with client intake. Maintains a summary of the discount and rate agreement's terms in the financial system. Tracks volumes of tiered discounting agreements on a monthly basis and reports discount percentage levels to client intake and billers. Manages the firm's update of bill rates including coordination with the firm's Fee agreement negotiators, preparing related analyses and updating and assigning rate levels for custom fee agreements. Ensures complete setup of case and client billing requirements within the related financial systems. This includes creating data quality checks for vital data required for proper billing or reporting of casework,including ensuring tax and currency compliance for our European offices. Manages requests for client accounting related analysis and reporting. Accurately documents all related procedures. Manages process improvement and best practices reviews with a goal to reduce manual work and continually improve the department's service. What You'll Need to Be Successful: Strategic 8+ of relevant work experience required, in a professional services environment preferred. Experience with service provider billing. Ability to translate complex billing and ebilling requirements for non-finance audiences. Excellent problem solving, critical thinking and negotiation skills. Strong knowledge of MS Office and advanced Excel skills required. Experience managing projects from inception to completion. Experience leading or mentoring team members. Experience with Aderant strongly preferred. Bachelor's degree in Business Administration or related field required. Further education may be considered instead of some of the required experience. Cornerstone Research is offering a competitive market base salary for this position. The base salary range represents the low and high end of the salary range for this position in all eligible locations. This range may differ based on your geographic location and cost of living considerations. At Cornerstone Research, we believe compensation is more than just a base salary. We offer a competitive total compensation package that includes an annual performance bonus and comprehensive benefits such as flexible options for healthcare, paid time off, and retirement savings. Relocation assistance is not offered for this position. Boston: $108,900 - $151,500 San Francisco: $118,800 - $165,200 Washington, DC: $107,000 - $148,800 Who We Are: Cornerstone Research provides economic and financial analysis and expert testimony in all phases of commercial litigation and regulatory proceedings. We work with a broad network of testifying experts, including leaders from academia and industry, who are recognized for their depth of knowledge, accomplishments, and research. Our staff consultants contribute expertise in economics, finance, accounting, and marketing, as well as business acumen, familiarity with the litigation process, and a commitment to produce outstanding results. We're looking for passionate individuals who share our firm's core values and can bring varied perspectives and experiences to our team. The firm's uniquely collegial, supportive atmosphere makes Cornerstone Research a great place to work. We invest in our people in a host of ways, from providing meaningful learning and development opportunities to organizing memorable social events. To many, our culture and our people are the most exciting, enriching aspects of a Cornerstone Research career. Equal Employment Opportunity: Cornerstone Research provides Equal Employment Opportunities to all employees and applicants for employment without regard to legally protected categories, such as age, sex, gender, gender identity, race, color, creed/religious belief, medical condition, predisposing genetic characteristics or genetic information or testing, disability, marital status, pregnancy status, military status, veteran status, arrest or conviction record (except where permitted by law), sexual orientation, ethnic background, citizen status, ancestry, national origin, or any other consideration protected by federal, state or local law.

At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career. Join us as a Relationship Manager IV BBH Capital Partners is the trusted and preferred advisor for private businesses, their owners, and wealthy families. BBH Capital Partners' mission is to protect and grow our clients' capital over meaningful periods of time, focusing on scalable investment strategies that lead to differentiated results. Brown Brothers Harriman is currently recruiting for a Relationship Manager IV to join our Capital Partners, multi-family office (MFO) team in Boston. In this role you will oversee and serve as the point person for ultra-high net-worth clients while managing a broader support team of Relationships Associates and Client Associates. BBH Capital Partners provides integrated comprehensive solutions to help our clients achieve their definition of success. You will have the opportunity to engage with clients across all our areas of competency including private equity, commercial lending, and family business/corporate advisory. If you are experienced in closing your own business, able to handle complex accounts and demonstrate confidence to stand in for other RMs when needed, and partner well with colleagues (Team Leader, other RMs, Relationship Associates and Wealth Planners) this opportunity is right for you! Some of your key responsibilities include: Relationship Management and Business Development Focus a significant amount of time on business development. Manage complex accounts / client relationships; work with clients to identify strategic investment objectives and needs - integrating Wealth Planning, as appropriate. Ensure all clients are highly satisfied with the service they are receiving as demonstrated by continuing to maintain their assets at BBH, referring their friends and family to the firm and identifying other opportunities within Capital Partners (outside of Investment Advisory). Develop and implement long term new business strategy in coordination with other Relationship Managers. Investment Execution Demonstrate deep knowledge of investment offerings and ensure alignment of investments with individual client needs. Utilize BBH guidelines and policy to assist with development of client specific plans (e.g., asset allocation). Provide oversight when / where others are involved in modeling investments for clients. Prepare for account reviews, account opening / closing / maintenance, and creation of client meeting materials. Risk Management and Administration Exercise sound, professional investment judgment on behalf of clients, while avoiding risks to the firm and demonstrate 100% adherence to the compliance requirements of the business, including Investment Policy Statements, Know Your Customer requirements, completing documentation and written records of meetings and discussions. Elevate high level risk issues and oversee Relationship Associate and Administrative Assistant's efforts relating to the completion of client requests on behalf of the client base. Business and Professional Leadership Demonstrate external “draw” because of personal and professional networks resulting in the ability to source and close business. Coach, train and mentor RAs and Sr. RAs and provide input on their career development; contribute to developing less experienced RM's. Be perceived by client as a BBH executive and the senior RM on the team. Qualifications: BA / BS required 10+ years relevant portfolio management experience involving equities, bonds, or both Excellent client services skills Superior oral/written communication, analytical and thought leadership skills Knowledge of asset allocation, trust, and fiduciary principles Familiarity and comfort engaging with private business owners Strong team player Strong work ethic CFA, CFP, and/or MBA a plus Salary Range $170,000 - $230,000 base salary + annual target bonus BBH's compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being. We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us. We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development-so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice-creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often-pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours. Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With ten offices located throughout the United States, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities. Position Summary: This is an incredible opportunity for a bright, energetic, and dynamic individual with a strong analytical capability coupled with superior communication, sales and relationship building skills. In this role, the Client Relationship Analyst is expected to develop into a market facing Client Relationship Manager responsible for sourcing and placing new opportunities following an intermediate training development period. This role begins by learning the in-depth processes, tools and structures we use to design client insurance portfolios and requires a strong aptitude in financial math and financial modeling. The individual in this role will need to show a strong mastery of product knowledge, fundamental income and estate tax planning knowledge, and case design within their first 12 -18 months. Heavy use of Power Point, Excel, financial modeling and preparing client presentations will be required to support our Client Relationship Managers. Combing the skills of sales/relationship building and technical skills will advance you onto a path of a client facing role where you will be able to learn the fundamentals and complexities of our business, and eventually grow into sourcing and managing your own relationships with some of the most influential people in New England and beyond. Position Responsibilities: Analysis Gain knowledge of life insurance products and assist in the preparation of financial analytics and reporting for the firm's ultra-high net worth clients Run term, permanent, and private placement illustrations and work within the WKG Excel templates in support of other Designers on the team Assist with preparing meeting materials for client meetings and calls by accessing SharePoint for grab-n-go documents and coordinating with Designers for custom materials Monitor and review the Client Relationship Manager's calendars to note new appointments and identify needs for meeting materials Create periodic updates of key WKG spreadsheets and modify for bespoke client fact patterns Marketing / Sales Development Shadow a Senior Client Relationship Manager Observe calls with Clients and Centers of Influence Take notes from client meetings and circulate to the appropriate parties Opportunity to attend certain industry networking and informational events Learn the fundamentals of prospecting, applying these strategies to building one's own book of business Ideal Candidate will Possess the Following: Bachelor's degree from a top tier school with a graduation date of May 2024 or May 2025 Demonstrated salesmanship; ability to be persuasive, professional and tactful in both written and verbal communication Strong technical and analytical orientation; ability to create financial models in Excel Desire to want to grow into a sales professional Detail oriented with a strong ability to organize and prioritize in a fast-paced environment Possesses the presentation and gravitas needed to interact with ultra-high net worth individuals and Centers of Influence Proficiency in Microsoft Office Proactive and takes initiative with strong follow through Effective business writing skills Excellent presentation skills Positive, can-do attitude Working Conditions/Demands/Complexity: Required to work on a computer for a substantial part of the day Frequent work in the evenings and occasionally weekends, as needed to meet deadlines A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment Compensation / Benefits: Attractive annual compensation package is commensurate with experience Eligible for annual profit sharing bonus Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.

Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. Job responsibilities Develop new and manage existing client relationships, providing exceptional service that exceeds expectations Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads Develop strong internal partnerships across all lines of business in order to best meet client's specific needs Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities, and skills A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence Proven trusted relationship builder with a track record of delivering an exceptional client experience Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients Demonstrated understanding of investments, wealth planning, credit and banking concepts Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date Preferred qualifications, capabilities, and skills A bachelor's degree Experience cultivating relationships through delivering Home or Business lending needs FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This role is located in Boston, MA and will report in the office. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

About Us Clasp is a venture-backed, mission-driven startup transforming access to education and career pathways. We are revolutionizing the way employers attract and retain critical talent, while simultaneously tackling the student debt crisis. (Yep, we think BIG.) Our innovative platform meaningfully connects employers, educational institutions, and diverse talent to drive mutual benefit-using accessible education financing as the thread. We like to think of ourselves as more than a fintech; we're a catalyst for economic mobility. A Forbes Fintech 50 company, portfolio company of SHRM (Society of Human Resource Management - the largest HR organization out there!) and recipient of “43 Start Ups to Bet Your Career On in 2025” by Business Insider, Clasp is driven by our commitment to social impact and innovation. We are reshaping the future of the workforce one opportunity at a time. Join us on our journey to give power to learners and unlock fulfilling careers that drive positive change in their communities and beyond. The Partner Relationships Manager will have ownership of a portfolio of employer partners. They will play a pivotal role in aligning our sales, Implementation, Product, and Marketing teams to deliver streamlined onboarding, realize early wins, and sustain partner loyalty. They will form deep relationships with stakeholders, understand their needs and goals, proactively manage risks, and seek opportunities for value expansion. Finally, they will collaborate in the advancement of the Partner Success function's priorities and shape broader business objectives and decision-making as the voice of the partner. If you're excited about using education and technology to solve systemic problems in workforce development-and want to grow with a high-impact, high-growth team-we'd love to hear from you.What You'll Do: Facilitate Partner Onboarding: Pair with sales and implementation teams to streamline partner launches, ensuring clarity and alignment from pre-sale to ongoing support Monitor and Optimize Performance: Analyze partner metrics and feedback to identify trends, drive engagement, and inform strategic adjustments for long-term success; balance strategic planning with effective handling of day-to-day partner requests and needs Act as a Trusted Advisor: Serve as a subject matter expert, offering training and insights to maximize the value partners derive from Clasp's services Drive Partner Engagement: Conduct high-impact business reviews and regular touch points to enhance partner satisfaction and expand Clasp's value Champion Cross-Functional Collaboration: Work with Product, Marketing, and other teams to represent partner needs, influence product feature prioritization, and synchronize partner initiatives with company priorities What You'll Need: Experience in account management, customer success, management consulting, or other client/customer-facing role Proven problem-solving and analytical skills to identify partner challenges and risks and design effective solutions Relationship-building and communication skills with the ability to foster trust, understanding, and alignment across diverse audiences Excellent communication skills and the ability to think strategically while executing tactically, balancing long-term goals with immediate partner and business needs Collaborative mindset with experience working across multiple departments to build cohesive strategies and implement cross-functional initiatives Adaptability and resilience to navigate the fast-paced, evolving landscape of a high-growth company Nice to Have: Familiarity with education benefits, workforce development, or upskilling programs Experience working with human resources and/or talent acquisition stakeholders Understanding of healthcare industry What We Offer: Competitive cash and equity compensation Health benefits (health, dental, & vision) 401k Match Commuter benefits Flexible PTO policy Opportunities to grow and perform in a fast-paced environment alongside a stellar team. We are committed to creating a diverse and inclusive workplace where all employees feel valued, respected, and empowered to contribute their unique perspectives and talents. Clasp is an equal opportunity employer and prohibits discrimination and harassment of any kind. We embrace diversity and are dedicated to providing equal employment opportunities to all individuals regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law.

The Relationship Manager (RM) role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests as a member of the wealth advisory team. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The RM ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision. Primary Responsibilities: Support the wealth advisory team in the management of existing client relationships. Knowledgeable of internal solutions for client base, including other service lines within Cerity Partners. Assist advisory team with onboarding of new clients: customize our standard contract with new client information, obtain all appropriate forms from custodian, and work with each new client to ensure accurate completion. Coordinate submission with the custodian for processing. Responsible for cash transfers, wires, data maintenance, reporting and trading as needed. Must have comprehensive knowledge of investment accounts, products, and the forms required to transact business. Drive proactive process improvements for advisor and other team members. Proactively interact with clients and assist in creating an outstanding client experience. Present portions of client meetings and communicate with clients independently. Perform research on stocks, bonds, and other securities, utilizing various investment software including Bloomberg, YCharts, HiddenLevers, etc. Assist with the timely completion and submission of all client related transaction requests. Conduct independent research and build financial plans for prospective clients. Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney). Involvement in company committees and/or firm-wide initiatives. Serve as back-up equity and fixed income trader when required, and provide trading team with support on a regular and ongoing basis. Required Qualifications: Bachelor's degree 2+ years experience in the financial industry, including wealth management, financial planning or estate planning. Preferred Qualifications: Series 65 Completion of CFP or CFA designation- CPA, JD, CHFC, or another approved advanced designation/degree Skills and Competencies: Ability to learn and adapt to ever-changing technology and systems environment. Proficient in developing wealth planning and investment recommendations and able to present to clients when applicable. Proficiency in all RM functions, plus: Ability to talk to clients independently. Ability to develop wealth planning and investment recommendations and present to clients when applicable. Demonstrate strong and effective leadership skills through clear communication and collaboration with others. Strong interpersonal and networking skills with both external clients and internal collaboration. Working knowledge of e-Money, Salesforce a strong plus. Ability to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial concepts to provide solutions. Strong attention to detail, exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Must accept and thrive in a fast-paced, changing environment. Tenacious about doing what is right for the client - always. Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Compensation: $85,000-$100,000 Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: Health, dental, and vision insurance - day 1! 401(k) savings and investment plan options with 4% match Flexible PTO policy Parental Leave Financial assistance for advanced education and professional designations Opportunity to give back time to local communities Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to **************************. Applicants must be authorized to work for any employer in the U.S.

Commercial RM III (CRE - DM) Responsibilities include, but are not limited to the following: CRE Business Development Lead business development efforts identifying appropriate prospects and make personal calls on current and prospective customers under the direction of a Team Leader. Take a leadership role representing Eastern Bank in business and community activities. Actively identify opportunities to cross-sell other bank products and services to customers and prospects including Treasury Services, commercial insurance and deposit products. Credit Underwriting Review existing credit facilities and new credit applications, analyze credit quality and make recommendations as to how to structure and price these facilities. Present relevant data and recommendations to the Team Leader and Credit Committee when appropriate. Work with legal counsel to facilitate documentation of credit facilities. Portfolio Management Maintain awareness of maturating credits, overdue payments, financial information reporting; etc, which could affect the status of the commercial relationships and take appropriate action. Work with Portfolio Managers to insure that financial information is collected on a timely basis and that credit exposure is properly rated reflecting credit quality over time. Maintain frequent contact with the clients and serve as representative of EB insuring that the clients deposit, cash management, insurance and investment management needs are being properly handled. Qualifications: Proven underwriting abilities, including 5 plus years experience in commercial real estate analysis and/or commercial banking. Formal bank credit training preferred. Familiarity with top tier and middle market commercial companies within the New England marketplace. Incumbent should be able to excel with integrity in an entrepreneurial, team-oriented environment. Incumbent should be energetic and comfortable in an environment offering base salary plus performance oriented compensation. Proficient/computer literate in Microsoft Word and Excel with the willingness/ability to learn new software as necessary.

Mediclinic Worcester | Worcester | South Africa Number of positions: 1 Recruiter name: Liezel Alberts Reference number: 66086 Workplace Type: On-site Permanent Please note if you are an internal employee on a fixed term contract please apply using an external candidate profile and not your employee profile MAIN PURPOSE OF JOB To grow and develop Mediclinic business through the identification, building, and maintaining good relationships between the facility, doctors, specialists and other healthcare practitioners. KEY RESPONSIBILITY AREAS * Drive business growth and development through new product development and implementation * Drive business growth and development through doctor recruitment and practice establishment * Enhance the operational efficiency of pertinent medical relates businesses * Drive referral management for the facility and related healthcare practitioners or professionals * Manage healthcare practitioner engagement * Market the facility and healthcare practitioners to the community * Support and facilitate relevant Corporate Office projects and initiatives * Manage & monitor doctor relations administration * Control department budgets / finances * Lead and manage the Doctor Relationship Officer (If applicable) REQUIRED EDUCATION ESSENTIAL EDUCATION: Relevant Tertiary qualification DESIRED EDUCATION: Relevant Degree REQUIRED EXPERIENCE ESSENTIAL MINIMUM EXPERIENCE: 3-years' or more experience in service-oriented environment/operations; Healthcare Relationship Building; Business Retention DESIRED EXPERIENCE: 5-years' or more experience within the healthcare sales industry/business development REQUIRED JOB SKILLS AND KNOWLEDGE * Understanding of Doctor Relationship Policies and Procedures * Understanding of private healthcare industry * Understand practice equipment needs of doctors * Networking and practice establishment * Research, trend analysis and statistics * Marketing and public relations * Competent in using Microsoft Office (Outlook, Word, Excel and PowerPoint) * Understanding of stock management * Understanding of budget compilation and financial management All applicants will be considered, with the understanding that preference will be given in accordance with the Employment Equity Plan of Mediclinic Southern Africa, as well as internal applicants/employees that meet the minimum requirements. Please note if you are an internal employee on a fixed term contract please apply using an external candidate profile and not your employee profile Join our Talent Community Become a part of our Talent Community and we will get in touch with you as soon as there is a relevant opening that fits your skills, interests and experience. Sign Up Job Type: Administration Video Token: KDIu6uSOve4 Custom Field 1: v1658243237/MCSA_job_advert_header_mbsg7o.jpg Job Segment: PR, Product Development, Relationship Manager, Medical Sales, Marketing Manager, Marketing, Customer Service, Research, Sales

End Date Tuesday 23 December 2025 Salary Range £0 - £0 We support flexible working - click here for more information on flexible working options Flexible Working Options Hybrid Working, Job Share . Job Description JOB TITLE: SME Trading Sectors Relationship Manager LOCATIONS: Worcester or Solihull SALARY: Competitive Package Available HOURS: Full-Time WORKING PATTERN: Hybrid work pattern that currently involves spending at least one day per week, or 20% of your time at our Worcester/ Solihull office. About the Role We're looking for a passionate and driven Relationship Manager to take ownership of a high-profile SME portfolio in the South Midlands. It is a strategically important portfolio with strong growth potential. Your role will be pivotal in enhancing client confidence, retaining existing business, and driving new opportunities. You'll work with businesses turning over between £3m-£10m, helping them unlock their potential through tailored financial solutions. You'll be the face of Lloyds to existing and new clients, building trust, delivering value, and driving growth in a region where relationship management is key. What you'll be doing * Supporting high profile client relationships, putting the client at the heart of what you do, adding customer value at every interaction and becoming a "trusted advisor" * Proactively identifying and delivering Commercial Banking solutions to meet the business needs of these clients - including day-to-day banking, payments, deposits, cards and lending * Building a strong network of internal and external partners to open doors and create opportunities * Leading the charge to win new-to-bank clients through strategic outreach and relationship building * Establishing relationships with Group Partner companies and through them bringing the whole Bank to the client, delivering products to meet their needs * Managing the 'Risk' side of your client portfolio including supporting clients with developing ESG strategies and supporting their journey to Net Zero. Why Lloyds Banking Group If you think all banks are the same, you'd be wrong. We're an innovative, fast-changing business that's shaping finance as a force for good. A bank that's empowering its people to innovate, explore possibilities and grow with purpose. What you'll need * Proven ability to build and maintain strong client relationships and influence external partners. * A track record of winning new business in a competitive environment within commercial banking. * Strong credit and risk management skills, with experience in evaluating propositions and making confident recommendations. * Excellent communication and negotiation skills, including understanding legal documentation and commercial terms. * A proactive, self-starting approach with the ability to work independently and as part of a high-performing team. About Working For Us Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities and we're committed to creating an environment in which everyone can thrive, learn and develop. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative. We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. As a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme. We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need. We also offer a wide-ranging benefits package, which includes: * A generous pension contribution of up to 15% * An annual performance-related bonus * Share schemes including free shares * Benefits you can adapt to your lifestyle, such as discounted shopping * 30 days' holiday, with bank holidays on top * A range of wellbeing initiatives and generous parental leave policies This is a once in a career opportunity to help shape your future as well as ours. Join us and grow with purpose! At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop. We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we're building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. JOB DESCRIPTION SUMMARY: The mission is to be an integral part of the team and partner with sales and service colleagues to deliver a high level of service to our clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment. PRIMARY RESPONSIBILITIES: Manage day-to-day activities of client accounts including, but not limited to, policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client's insurance. Responsible for assisting in establishing and maintaining appropriate carrier relationships Maintain client files in AMS accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices. Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues. Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their resources. Responsible for coordinating service delivery for accounts as assigned including developing initial placement/renewal strategy Stay informed on regulatory changes Completes special projects as assigned Continually seeks opportunities to improve the firm, business segment and processes. Bring issues and discrepancies to appropriate leadership Serves as a mentor to colleagues as requested KNOWLEDGE, SKILLS & ABILITIES: Ability to forge relationships with key insurance markets and carrier representatives Strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites Must have strong Excel skills, ability to create and manage large spreadsheets of data Ability to analyze complex risk exposures, existing insurance coverages, and develop appropriate recommendations for clients and prospects Ability to work as part of a team of professionals and build relationships with other Firm business segments EDUCATION & EXPERIENCE: At least 4 years' of related insurance experience, or associated industry experience Obtain and maintain a state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain al required licenses within the first 90 days of employment) IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. #LI-JL1 #LI-HYBRID Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

About the Job Client Relationship Management: Building and maintaining strong relationships with clients (CXOs and his reportees), acting as a point of contact, and addressing their needs. Business Development: Identifying and pursuing new business opportunities within existing client accounts, as well as prospecting for new clients. Account Planning: Developing and executing account plans that outline strategies for growth, risk mitigation, and client engagement. Solution Delivery: Collaborating with delivery teams to ensure successful implementation of services and solutions, meeting client expectations. Client Satisfaction: Monitoring client outcomes, addressing concerns, and ensuring ongoing satisfaction. Work with a friendly, welcoming and self-motivated attitude to provide the best possible customer experience and centricity. Thought Leadership, Automation, and Innovation: Providing insights and thought leadership to clients on industry trends and best practices. Collaboration: Working effectively with cross-functional teams, including sales, marketing, and delivery, to achieve common goals. Revenue Generation and continuous growth: Driving revenue growth through new business development and account expansion. Develop and assess account strategies to meet revenue targets. Training and Development: Providing training to clients and internal teams on new products or services. Industry Experience & Problem Solving: Understanding of Utility Business Industry. Proactively identifying and resolving issues or challenges that may arise. Qualifications: * Graduate /Post Graduate Degree in Engineering and Technology Salary range: $147,126- $203,174 a year #LI-MG2

Job Description World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Summary This position supports the Account Executive with responsibilities related to client management and retention Essential Duties and Responsibilities Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication Handling renewals, service requests, claims, billing and new policies Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures Review all applications, policies, endorsements and audits for accuracy Complete loss/claim analysis and summaries Coordinate expiration list with department manager to obtain renewal business information Qualifications Bachelor's degree or equivalent work experience, preferred 3-7 years minimum Personal Lines Account Management experience required Property & Casualty License required Valid driver's license and insurance, required Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point) Applied/Epic or similar agency management software experience, preferred. Able to work independently and enjoy a high degree of interaction with team members. Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines. Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance. The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information. Ability to maintain a professional demeanor and positive attitude Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-KS1 Powered by JazzHR B2zKhojXRF

Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we've come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. Trucordia Values We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what's next”? We are RESULT-ORIENTED , growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve. We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Job Description As a Commercial Lines Client Manager at Trucordia, you will assist clients and help them understand and determine their individual commercial line service needs. As a Commercial Lines Client Manager, you will perform many diverse responsibilities which ultimately help us succeed in providing extraordinary customer service to our customers. Duties and Responsibilities: Responsible for servicing a commercial book of business - marketing, underwriting, renewal negotiation, risk analysis, consulting, problem resolution, reviewing and rating. Maintain productive business relations and engage in extensive contact with clients, account executives and underwriters. Ensure clients have continuous and proper coverage and advise clients of any change recommendations. Review current policies and provide recommendations regarding placement options. Apply knowledge of coverages and forms to research and reconcile discrepancies. Act as a liaison between clients, carriers and internal teams to ensure comprehensive service delivery, policy accuracy and client satisfaction. Qualifications Valid State Property and Casualty Brokers License 3-5 years of experience in commercial lines Must possess a developing knowledge of commercial insurance markets and understand the supplemental insurance marketplace. Ability to work well under pressure in a team environment and effectively prioritizing risks to manage concurrent workflow. Possess excellent interpersonal skills, including listening, verbal and written communication skills with the ability to communicate effectively. Experience with AMS360 preferred. Carrier system knowledge preferred. Additional Information Please see our company Benefits: Medical, Dental, Vision Life and AD&D insurance FSA / HSA Commuter & Child Care FSA Cancer Support Benefits Pet Insurance Accident & Critical Illness Hospital Indemnity Employee Assistance Program (EAP) 11 Paid Holidays Flexible PTO 401K Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.