Relationship manager jobs in Rhode Island - 167 jobs
Class A CDL Northeast Regional
Smith Transport 4.0
Relationship manager job in Providence, RI
Northeast Regional Drivers - CDL-A TRUCK DRIVER JOBS ME, VT, NH, MA, CT, RI, NY, PA, NJ, OH, WV, MD, VA Must have at least 1 year recent CDL-A OTR Experience Pay Range: 0.65-0.65 per_mile, General Benefits: Full benefits; health, vision, dental, 401k Must have at least 1 year of over the road experience.
Click Here to View our Video and Learn More about Smith Transport
Call Smith Today at
$66k-82k yearly est. 3d ago
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Automotive Tool Sales/Route Manager - Full Training
Mac Tools 4.0
Relationship manager job in Coventry, RI
Invest in Your Success with Mac Tools
Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle.
As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds.
Key Benefits of Mac Tools Franchise Ownership
Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada.
Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more.
World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters.
Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc.
Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world.
Financial Flexibility: Explore various financing options to fit your needs.
Financial Requirements
To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options.
Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases.
Ready to Take the Next Step?
Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise?
Complete our quick mobile application to start your journey towards financial independence.
Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand.
Mac Tools , a division of Stanley Black & Decker Inc.
5195 Blazer Parkway
Dublin, Ohio 43017
$42k-48k yearly est. 9d ago
Client Success Partner
The Strickland Group 3.7
Relationship manager job in Rhode Island
Join Our Dynamic Insurance Team - Unlock Your Potential!
Are you ready to take control of your future and build a career in one of the most stable and lucrative industries? We are seeking driven individuals to join our thriving insurance team, where you'll receive top-tier training, support, and unlimited income potential.
NOW HIRING:
✅ Licensed Life & Health Agents
✅ Unlicensed Individuals (We'll guide you through the licensing process!)
We're looking for our next leaders-those who want to build a career or an impactful part-time income stream.
Is This You?
✔ Willing to work hard and commit for long-term success?
✔ Ready to invest in yourself and your business?
✔ Self-motivated and disciplined, even when no one is watching?
✔ Coachable and eager to learn?
✔ Interested in a business that is both recession- and pandemic-proof?
If you answered YES to any of these, keep reading!
Why Choose Us?
💼 Work from anywhere - full-time or part-time, set your own schedule.
💰 Uncapped earning potential - Part-time: $40,000 - $60,000 /month | Full-time: $70,000 - $150,000+++/month.
📈 No cold calling - You'll only assist individuals who have already requested help.
❌ No sales quotas, no pressure, no pushy tactics.
🧑 🏫 World-class training & mentorship - Learn directly from top agents.
🎯 Daily pay from the insurance carriers you work with.
🎁 Bonuses & incentives - Earn commissions starting at 80% (most carriers) + salary
🏆 Ownership opportunities - Build your own agency (if desired).
🏥 Health insurance available for qualified agents.
🚀 This is your chance to take back control, build a rewarding career, and create real financial freedom.
👉 Apply today and start your journey in financial services!
(
Results may vary. Your success depends on effort, skill, and commitment to training and sales systems.
)
$70k-150k yearly Auto-Apply 60d+ ago
Relationship Manager
Financial Statement Services 4.2
Relationship manager job in Lincoln, RI
Who We Are:
FSSI has been a trusted leader in document outsourcing and communication solutions for over 45 years. We serve a wide range of Fortune 500 companies in the financial, banking, insurance and billing industries across the U.S. We're looking for a RelationshipManager to join our Business Development team in the East Coast, US. In this role, you'll strengthen client partnerships, drive revenue growth, and help expand our footprint across key markets. If you're energized by cultivating long-term client relationships, motivated by uncovering growth opportunities, and have experience working with Credit Union clients-we'd love to hear from you.
Why You'll Love This Role:
You'll drive impact by managing key client relationships and identifying ways to grow our partnerships through meaningful, strategic conversations.
You'll own your portfolio-working closely with the Chief Revenue Officer, you'll be empowered to lead client retention, expansion, and development efforts.
Your insights matter-you'll help shape how we grow, bringing real-time market feedback and your ideas to the table.
Hybrid schedule available, giving you a balance of collaboration and autonomy.
Will work onsite at least 3 days a week during an initial training period of no less than 90 days.
Your Essential Duties:
Act as a strategic partner to a portfolio of clients, ensuring exceptional service, retention, and profitable growth.
Increase revenue by seeking out new business opportunities with current and prospective clients.
Build and maintain a robust pipeline of Credit Union and related industry prospects through outreach, networking, and referrals.
Develop and present pricing proposals and RFP responses tailored to each client's needs.
Represent FSSI at trade shows and industry events, especially those tied to the Credit Union space.
Collaborate with internal teams-Client Services, Marketing, Technical, and Leadership-to deliver seamless onboarding and support for new work.
Maintain all contact activity in our CRM system and contribute to monthly reporting and forecasting.
Travel to meet with clients and prospects as needed, with regular portfolio reviews and annual account planning.
Attend client conferences and FSSI meetings on a monthly, quarterly and annual basis.
Serve as an escalation point for resolving client concerns and championing improvements.
Requirements
What You Bring:
Bachelor's degree in Business, Communications, or a related field.
5+ years of experience in business development or sales.
A proven track record of hitting targets and closing deals.
A self-starter mindset with the ability to work independently and make informed decisions that reflect your experience and responsibilities.
Strong communication and presentation skills, with a focus on building trust and long-term relationships.
The ability to prioritize, manage time effectively, and stay organized in a fast-paced environment.
Proficiency in Word, Excel, PowerPoint, and CRM tools.
Knowledge of social media platforms such as LinkedIn, Twitter, Facebook, Google+ and other relevant platforms.
A knack for learning and articulating technical concepts to non-technical audiences.
The description above is a summary of the highlights of the role, a full job description will be provided.
Benefits
Why Join Us?
Employee Ownership through our Employee Stock Ownership Plan (ESOP): When you join our team, you're not just an employee-you become an employee-owner, sharing in the success of our company and shaping its future.
Culture of CARE for our Employees: We go beyond traditional health and wellness programs, offering in person and virtual Care Partners whose only mission is the health and happiness of our employees and their families.
Industry Leadership: FSSI is a technology-driven leader in document services, focused on providing best-in-class services and dedicated to utilizing industry-leading software and equipment.
Benefits include:
401(k) & Roth + Employee Stock Ownership Plan
Medical, Dental, Vision & Life Insurance
Vacation, sick leave and paid holidays -
including your birthday!
Employee Assistance & Care Programs
Additional perks & employee award programs
Ready to grow with us? Apply today!
FSSI Careers Page
$67k-89k yearly est. Auto-Apply 60d+ ago
Senior Director/Director, Client Partner
Rxvantage
Relationship manager job in Providence, RI
At RxVantage we transform how medical practices engage with life sciences resources and expertise to improve patient care. Our platform intelligently connects healthcare providers with the precise life sciences experts that they need, when they need them. As a result, medical practices stay on the cutting edge of patient care without disrupting workflows.
Trusted by tens of thousands of practitioners and every leading life sciences company, RxVantage powers millions of meaningful connections between healthcare teams and industry experts.
Location:
Our “Work from Anywhere” philosophy is aimed at making sure we bring a diverse range of thought leadership so that our technology is better able to serve local health care providers. Our goal is to hire the country's top talent and allow them to create an environment where they can do their best work.
Position Overview:
We're looking for a proven Client Services leader to join our rapidly growing Life Sciences team. This is a critical role as RxVantage continues to expand its position as a trusted, strategic partner to leading life sciences companies. The ideal candidate brings deep experience working with Life Sciences organizations and strong relationships across Commercial functions (Sales, Marketing, Innovation, and more). They will make an immediate impact by leveraging this network, engaging key stakeholders, and driving measurable outcomes across their portfolio of accounts. To succeed in this role, you must thrive in a fast-paced, high-growth environment, welcome change, and bring the drive to deliver outstanding results for yourself and for RxVantage.
What you'll be doing:
Own and grow a portfolio of 15-20 life sciences enterprise accounts, ensuring clients view RxVantage as a trusted, strategic partner.
Drive client success by proactively meeting known needs, uncovering new opportunities, and ensuring a consistently high level of satisfaction.
Lead strategic account planning, aligning on client priorities, challenges, and goals while collaborating closely with Business Development to identify expansion opportunities.
Identify and engage priority stakeholders across functions to drive adoption/usage, growth, and long-term success.
Drive retention and growth by owning and managing pipeline, advancing opportunities, and creating strategic account plans and proposals in partnership with Business Development.
Own and guide renewal conversations with clients, overseeing the full renewal process to ensure retention across your book of business.
Lead and develop direct reports, providing coaching, feedback, and direction to ensure they deliver on client strategies and growth plans.
Track impact and performance by monitoring KPIs for both client outcomes and team success, ensuring retention and growth targets are met.
Partner cross-functionally with Business Development, Strategy, Operations, & Product teams to deliver a seamless, end-to-end client experience.
Stay ahead of industry trends, bringing insights back to clients and the team to strengthen relationships and elevate the value RxVantage provides.
Collaborate with Client Partners across accounts to share best practices, leverage collective expertise, and strengthen team capabilities.
What you should have:
Incredibly high ethical standards and a deep understanding of the importance of ethics and compliance in the life sciences industry.
15+ years of Client Service/Success experience managing enterprise relationships and selling into life science companies.
Proven ability to build trust quickly with prospects and clients, and to cultivate lasting, strategic business partnerships.
Strong strategic and analytical mindset, with expertise in interpreting metrics and turning insights into action.
Exceptional business acumen, with the ability to assess client needs, uncover opportunities, and drive growth.
Outstanding communication skills (written, verbal, and presentation), with the ability to influence at all levels.
Experience with CRM (Salesforce or equivalent) to manage pipeline and client activity.
Proven track record developing and executing complex strategies for life sciences clients.
Experience with cross-functional implementation teams, ensuring successful execution and measurable outcomes.
Benefits:
Competitive Salary
100% Company-Paid Premiums for Employee's Medical Health (HDHP 4500), Vision, and Dental Plans + $4,400 company sponsored contribution into an HSA
Short-term and Long-term Disability
Life Insurance
401k Matching
Work from Anywhere within the US
Flexible PTO
100% Paid Parental Leave
Post-Parental Leave Program - $5k stipend to assist with expenses, 4 week 100% paid “Ease-Back” return to work transition period
Charitable donation matching
Location:
Our “Work from Anywhere” philosophy is aimed at making sure that we recruit a diverse range of thought leadership to ensure that our technology is better able to serve local health care providers. Our goal is to hire the country's top talent and allow them to create an environment within the U.S. where they can do their best work.
About Our Organization:
At RxVantage, we're a small company with a big mission: to connect healthcare providers with the right life science experts and resources they need, exactly when they need them, to improve patient care. We've built a software platform that's changing the way providers learn about the latest medical advancements and technologies. Every year, our platform powers over 1 million educational exchanges between medical practices and life science companies, making it easier for them to stay informed and provide better care.
We have a proven product, a strong mission, and a passionate team. Now, we're looking for talented people to help us grow even more. If you're driven, eager to make an impact, and ready to be part of something meaningful, we want to hear from you!
---
RxVantage is an equal opportunity employer and dedicated to ensuring that we represent the local communities where our health and wellbeing providers serve as pillars of support to our family, friends, and neighbors. Our representation within these communities allows us to embody a diverse set of backgrounds, experiences, abilities and perspectives; and provide an inclusive environment for our team to feel empowered to be their authentic selves, without fear of harassment or discrimination.
$118k-189k yearly est. Auto-Apply 49d ago
Account Manager
Ecolab 4.7
Relationship manager job in Providence, RI
As the industry leader in water technology, we're growing and need talented people like you to help us continue to protect the world's most vital resource.
Nalco Water, an Ecolab Company, seeks an Account Manager to join its industry leading sales team. You'll be responsible for revenue and profit growth of programs and services in targeted accounts. Using a consultative sales approach, you'll build relationships with existing customers by executing system assurance programs that meet their key business needs. With strong account leadership, you'll also convert strategic competitive accounts and sell new technologies to current customers.
What's in it For You:
The opportunity to take on some of the world's most meaningful challenges, helping customers achieve clean water, safe food, and healthy environments
The ability to make an impact with a company that is passionate about your career development
Paid training held in the field and at Nalco Water Headquarters in Naperville, IL
Enjoy a flexible, independent work environment
Receive a non-decaled company vehicle for business and personal use
Comprehensive benefits package starting day 1 of employment - medical, dental, vision, matching 401(k), company paid pension, stock purchase plan, tuition reimbursement and more!
What You Will Do:
Execute strong team leadership by coaching and training other District Reps, championing corporate initiatives, and by planning and leading portions of District Meetings
Generate and execute sales plans and strategies to close new opportunities within existing customer base, and in major, competitively-held accounts, to meet defined territory profit increase goals.
Work closely with large, strategic current and prospective customers to understand business needs and recommend continuous improvement and innovation plans that will maintain and grow sales within assigned territory
Develop strong relationships with key stakeholders within current and prospective customers, including plant or facility executives
Engage in problem solving by performing system analysis, interpreting data and providing written recommendations to ensure customer operations are performing at optimal levels
Demonstrate the ability to stabilize jeopardy business in large, strategic accounts
Position Details:
Candidate must reside within a commutable distance from Providence, RI
Territory covers about a 50 mile radius of the surrounding area
Targeted accounts are within the institutional industry
Minimum Qualifications:
Bachelor's degree
5 years of technical sales or field sales support experience
Position requires a current and valid driver's license
Immigration sponsorship is not available for this role
Physical Requirements:
Drive a company vehicle as required to perform job duties (pre-employment and ongoing motor vehicle record checks will be performed to determine eligibility to drive a company vehicle)
Ability to perform essential functions of the job, with or without reasonable accommodation
Preferred Qualifications:
Bachelor's degree in engineering (chemical, mechanical, industrial) or life sciences (biology, chemistry, etc.)
Water treatment or specialty chemical industry experience
Working knowledge of OR operations>
About Nalco Water:
In a world with increasing water shortage and contamination challenges, Nalco Water, an Ecolab company, helps customers conserve more than 161 billion gallons of water each year. We work with customers across the world in the light industry (institutional, food & beverage, manufacturing, transportation, textile care, and global high tech) and heavy industry (chemical, downstream, paper, mining, power and primary metals industries) to reduce, reuse, and recycle their water while protecting their systems and equipment. Nalco Water provides the unique opportunity to work with a broad suite of technologies to deliver automated monitoring systems, data analysis and deep technical expertise to increase efficiency, sustainability and performance for our customers.
Annual or Hourly Compensation Range
The total Compensation range for this position is $118,600-$177,800 which includes base pay and target incentive based on performance, per plan terms. Many factors are taken into consideration when determining compensation, such as experience, education, training, geography, etc. We comply with all minimum wage and overtime laws.
Benefits
Ecolab strives to provide comprehensive and market-competitive benefits to meet the needs of our associates and their families. Click here to see our benefits.
If you are viewing this posting on a site other than our Ecolab Career website, view our benefits at jobs.ecolab.com/working-here.
Potential Customer Requirements Notice
To meet customer requirements and comply with local or state regulations, applicants for certain customer-facing roles may need to:
- Undergo additional background screens and/or drug/alcohol testing for customer credentialing.
- Be fully vaccinated for COVID-19, including a booster if eligible, unless a religious or medical accommodation is requested by the applicant and approved by Ecolab.
Americans with Disabilities Act (ADA)
Ecolab will provide reasonable accommodation (such as a qualified sign language interpreter or other personal assistance) with our application process upon request as required to comply with applicable laws. If you have a disability and require accommodation assistance in this application process, please visit the Recruiting Support link in the footer of each page of our career website.
$118.6k-177.8k yearly Auto-Apply 29d ago
Client Partner, Real-World Evidence
Datavant
Relationship manager job in Providence, RI
Datavant is a data platform company and the world's leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format. Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care.
By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare.
**Objective of the Role**
The RWE Sales Specialist is responsible for driving growth with biopharma customers by leveraging Datavant's portfolio of real-world evidence (RWE) solutions, analytics platforms, and services. This role will partner closely with Client Partners across key accounts for co-selling, account planning, and evidence strategy alignment.
You will serve as a trusted advisor on the use of real-world data (RWD) and RWE to support regulatory, market access, and HEOR needs - representing the voice of the customer and ensuring that Datavant's offerings meet evolving evidence generation requirements. The ideal candidate is comfortable leading complex, multi-stakeholder sales cycles and brings deep expertise in real-world data, evidence platforms, and outcomes research.
**Responsibilities of the Role**
+ **Prospect & Generate Leads:** Develop and execute strategic plans to identify and target new business opportunities in biopharma, healthcare, and life sciences with a focus on organizations investing in real-world evidence strategies for regulatory submissions, market access, and clinical development.
+ **Build Pipeline:** Proactively engage prospects via outbound calls, emails, and industry networking to build a robust pipeline of opportunities related to Aetion's evidence generation and analytics solutions.
+ **Close Deals:** Own the full sales process - from initial outreach to contract closure - ensuring alignment between customer evidence needs and Aetion's RWE offerings, including the Aetion Evidence Platform (AEP) and associated data and consulting services.
+ **Client Engagement:** Present Aetion's value proposition in RWE and RWD analytics through compelling demonstrations and business cases that highlight regulatory-grade evidence generation, comparative effectiveness, and real-world outcomes research. Engage with senior stakeholders including heads of HEOR, RWE, Market Access, and Clinical Development.
+ **Collaborate Cross-Functionally:** Partner with marketing, product, and science teams to deliver tailored RWE solution proposals, ensuring alignment with client data strategies, evidence frameworks, and regulatory expectations (e.g., FDA, EMA guidance).
+ **Market Expertise:** Stay current on RWE market dynamics, regulatory guidance for real-world data, and competitor offerings to position Aetion as a strategic leader and partner of choice in the evidence generation ecosystem.
+ **Forecasting & Reporting:** Maintain accurate pipeline management and forecasting in CRM systems, with attention to evidence project cycles, platform usage models, and customer expansion opportunities.
+ **Drive Growth:** Identify new and upsell opportunities across assigned territories and existing accounts, particularly in expanding RWE adoption for post-approval studies, safety monitoring, and market access support.
**Qualifications of the Role**
+ **Proven Track Record:** 10+ years of successful sales experience, ideally in healthcare, life sciences, or SaaS; with a strong preference for experience selling RWE, HEOR, or data analytics solutions.
+ **RWE Expertise:** Deep understanding of real-world data sources, evidence generation methodologies, and use cases across the product lifecycle - from clinical development to commercialization.
+ **Hunter Mentality:** Skilled at identifying, developing, and closing new RWE-focused opportunities with top biopharma clients.
+ **Sales Expertise:** Experience managing complex, consultative sales cycles involving scientific, commercial, and data stakeholders.
+ **Presentation Skills:** Exceptional ability to communicate scientific and technical value propositions to diverse audiences, including C-suite and RWE/HEOR leadership.
+ **CRM Proficiency:** Experienced in CRM management for tracking RWE opportunity pipelines and forecasting revenue growth.
+ **Industry Knowledge:** In-depth knowledge of RWE market trends, regulatory guidance, and payer evidence needs is essential.
+ **Collaborative Team Player:** Comfortable working with cross-functional science, data, and product teams in a fast-paced, mission-driven environment.
+ **Communication Skills:** Strong written and verbal communication skills, capable of translating complex RWE concepts into impactful narratives for decision-makers.
\#LI-BC1
We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services.
The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job. This role is eligible for additional variable compensation.
The estimated base salary range (not including variable pay) for this role is:
$136,000-$170,000 USD
To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion.
This job is not eligible for employment sponsorship.
Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here (************************************************** . Know Your Rights (*********************************************************************** , explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay.
At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren't even able to see whether you've responded.) Responding is entirely optional and will not affect your application or hiring process in any way.
Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it here, (************************************************************** Id=**********48790029&layout Id=**********48795462) by selecting the 'Interview Accommodation Request' category. You will need your requisition ID when submitting your request, you can find instructions for locating it here (******************************************************************************************************* . Requests for reasonable accommodations will be reviewed on a case-by-case basis.
For more information about how we collect and use your data, please review our Privacy Policy (**************************************** .
$136k-170k yearly 22d ago
Commercial Lines Senior Client Manager
World Insurance Associates 4.0
Relationship manager job in Lincoln, RI
World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.
Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.
Position Summary
The Senior Client Manager independently serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic planning. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality.
Primary Responsibilities
Primary Activities (at least 60% of time)
Evaluates exposures, obtains quotes, review, negotiate and finalize quotes
Obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations.
Determines Markets within Core Carrier Strategy
Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisor.
Creates complete carrier submission and submits
Obtains signed binding and notifies carriers
Reviews binding documents for accuracy
Contract Reviews
Other Responsibilities, as applicable
Set up and maintain accurate account details, contacts, and policy information in EPIC
Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance
Attach, organize, and name documents in EPIC
Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc.
Create activities in EPIC and assign to applicable team member
Maybe responsible for ordering loss runs, generating proofs and endorsement and audit review.
Position Specific Skills/Qualifications
Work Experience
3+ years' experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages
Professional Licenses/Certifications
Must hold state Property & Casualty insurance license
Essential Skills/Competencies
Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products.
Able to understand new technology platforms quickly.
Proficient in agency management systems (EPIC) and carrier sites.
Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.
Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative
Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.
Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.
Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects.
Able to solve difficult problems that are not routine, but not overly complex.
Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.
Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service.
Education
High School Diploma or equivalent experience.
Physical Demands & Working Conditions
Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.
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-HZ1
$84k-121k yearly est. Auto-Apply 28d ago
Relationship Manager Senior CB
City National Bank 4.9
Relationship manager job in Providence, RI
WHAT IS THE OPPORTUNITY? Develops and managesrelationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio assigned. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program.
WHAT WILL YOU DO?
* Identifies develops and builds profitable relationships with prospects and customers consistent with the objectives of the bank.
* Actively works with customers and develops prospects consistent with the credit culture of the bank. Is pro-actively identifying and working with customers to ensure the credit quality standards of the bank.
* Develops relationships and support other CNB departments and colleagues to provided customers and prospects the solutions recommended. Participates in internal and external community activities as a representative of CNB, promoting and attracting new colleagues and customers.
* Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies business opportunities and solicits referrals of other Bank products or services and/or externally from existing customers, a network of referral sources, and other professionals in the industry. Develops a strong understanding of company, industry, business and needs to assist in customer calling efforts. Sets objectives for each relationship in terms of revenue contribution, etc.
* Calls on existing or prospective clients to discuss and promote all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may assist in forecasting clients' credit needs and develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve or structure transactions.
* Negotiates transactions; prices loan products within targeted rate of return; documents and closes loan transactions, ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgement in approving transactions. Recommends approval when transaction size exceeds authority limits. Ensures the quality of all business introduced to the Bank.
* Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.
* Interfaces with other Bank departments as necessary. Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues.
* Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further developed or eliminated. Prepares reports for management.
* Monitors portfolio for quality, risk and adherence to policy. Works with the appropriate staff departments to resolve issues.
* Maintains awareness of competitive products, practices, rates and changes in market conditions.
* Analyzes problem credits and meets with client to develop solutions to minimize loss exposure.
* May serve as a product specialist acting as a technical consultant to clients and RelationshipManagers in various business segments and geographic locations.
* Relationships in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 5 years of lending experience required.
* Minimum 5 years of credit experience required
*Additional Qualifications*
* Good understanding of all products and services applicable to target client segment.
* Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures.
* Demonstrated sales and marketing abilities.
* Good credit analysis and accounting skills.
* Capable of working well independently and in teams.
* Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility.
* Strong interpersonal, verbal, and written communication skills.
* Strong demonstrated sales and marketing abilities including cross selling skills.
* Superior client relationship skills.
* Good understanding of commercial credit policies and procedures.
* General knowledge of Bank credit products and underwriting standards required to identify credit opportunities with clients and initiate the credit transaction.
* Sound credit analysis and accounting skills.
* Must be able to work autonomously in making sound business decisions and exercising appropriate level of authority commensurate with experience and responsibility.
* Must be capable of working well independently and in teams.
* Strong interpersonal, verbal, and written communication skills.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $122,535 - $208,715 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
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.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$122.5k-208.7k yearly 60d+ ago
Merrill Market Client Relationship Manager
Bank of America 4.7
Relationship manager job in Providence, RI
Wellesley Hills, Massachusetts;Providence, Rhode Island **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**********************************************************************************************************************
**:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The **Market Client RelationshipManager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client RelationshipManager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
**Responsibilities:**
+ Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
+ Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
+ Oversees the client service experience and reviews the approval of new client accounts
+ Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
**Managerial Responsibilities:**
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
+ Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
+ Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
+ Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
+ People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
+ Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
+ Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
+ Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
**Specific responsibilities include, but are not limited to:**
+ Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
+ Managing the branch's Wealth Management Client Associates and Service Support Staff
+ Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
+ Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
+ Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
+ Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
+ Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
**Required Qualifications:**
+ Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
+ Minimum of 5+ years professional experience
**Key Qualifications for the role:**
+ Current or previous Merrill Wealth Management experience strongly preferred
+ Self-motivated and client centric
+ Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
+ Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
+ Prior trend analysis experience
+ Strong customer service and communication skills
+ Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
**Desired Qualifications:**
+ Bachelor's degree or equivalent work experience
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Skills:**
+ Compensation Analysis
+ Performance Management
+ Process Performance Management
+ Referral Management
+ Workforce Planning
+ Due Diligence
+ Internal Audit Review
+ Leadership Development
+ Recruiting
+ Risk Management
+ Client Management
+ Customer Service Management
+ Employee Counseling
+ Succession Planning
+ Trade Operations Management
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$57k-92k yearly est. 59d ago
Client Manager - US Large Market
American Express 4.8
Relationship manager job in Providence, RI
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio.
Job Responsibilities:
+ Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition.
+ Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives.
+ Maintaining detailed understanding of the customers' business, their organizational goals and objectives.
+ Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities.
+ Interface with various divisions of American Express to develop and implement customized and strategic account plans.
+ Achieve portfolio growth and retention targets.
+ Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders.
+ Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions.
+ Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth.
+ Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients.
+ Identify and develop relationships with decision-makers within client organizations to influence program management and growth.
Qualifications:
+ Seeking a minimum of 5 years prior strategic relationshipmanagement and/or sales experience. Ideal skill set includes the following:
+ Must possess a sense of urgency to drive results.
+ Experience with managing complex and challenging clients.
+ Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio.
+ Demonstrate a deep resilience to drive results and win.
+ Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process.
+ Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth.
**Qualifications**
Salary Range: $89,250.00 to $150,250.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions
**Job:** Sales
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25023616
$89.3k-150.3k yearly 8d ago
Account Manager - Employee Benefits
Alliant 4.1
Relationship manager job in Rhode Island
Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts. ESSENTIAL DUTIES AND RESPONSIBILITIES * Fosters and manages overall relationship with clients ensuring retention of mid market book of business and high satisfaction;
* Reviews client team's RFPs;
* Selects markets for solicitation;
* Analyzes market proposals for verification of benefits, premiums, and competitiveness;
* Reviews coverage contracts for accuracy of policy provisions;
* Meets with clients for pre-renewal strategy, proposal delivery and explanation;
* Conducts client open enrollment meetings and answers questions regarding benefit coverage;
* Negotiates with markets for benefits premium concessions;
* Ensures that client team handles client benefit inquiries and manages team to effectively service clients; resolves escalated service issues;
* Manages new carrier and plan implementations for book of business;
* Ensures team prepares claims experience and utilization reports and reviews for accuracy;
* Reacts, processes, and follows up on new business;
* Meets with clients as needed or directed by Producer;
* Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;
* Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
* Other duties as assigned.
QUALIFICATIONS EDUCATION / EXPERIENCE
Associate's Degree or equivalent combination of education and experience
Bachelor's Degree or equivalent combination of education and experience
Six (6) or more years related work experience
Encouraged to complete Career Path requirements as communicated by supervisor
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
SKILLS
Excellent verbal and written communication skills
Ability to work within a team and to foster teamwork
Excellent customer service skills, including telephone and listening skills
Good leadership, problem solving and time management skills
Ability to prioritize work for multiple projects and deadlines
Proficient in Microsoft Office Suite
#LI-AQ1
#LI-REMOTE
$54k-84k yearly est. 51d ago
Account Manager
Sounds Easy Video
Relationship manager job in Rhode Island
The Field Service Engineer is responsible for installing, commissioning, retrofits, preventative maintenance, platform testing and servicing presses. This position trains/educates customers and co-workers on the operation and maintenance of the presses.
Role & Responsibilities:
•Adherence to policies, procedures and best practices.
•Installs and commissions new systems within the schedule and budget provided by the project team. This includes: mechanical, hydraulic, cooling water, inert gas, ultra-high pressure fluid, electrical and control systems.
•Administration and reporting of projects
•While at a customer location, lead on-site project staff, consisting of customer maintenance crew and external contractors.
•Trains customers and Quintus associates through both classroom settings and practical applications.
•Assures personal and site staff safety.
•Accurate and timely documentation in identified software solutions.
•Provides quality assurance in the use of precision measurement instruments to achieve and verify tolerance specifications.
•Customer relations; including remote support of customers and co-workers as well as proactive engagement to assure customer needs are being met.
•Support of other department/sites; including areas of engineering listed above.
•Assists with production including but not limited to building presses, TBA's and Feed-throughs.
•Travels internationally and domestically for short periods of time (i.e. a few days) to up to 4-6 months.
•Other duties as assigned.
Axsome Therapeutics is a biopharmaceutical company leading a new era in the treatment of central nervous system (CNS) conditions. We deliver scientific breakthroughs by identifying critical gaps in care and develop differentiated products with a focus on novel mechanisms of action that enable meaningful advancements in patient outcomes. Our industry-leading neuroscience portfolio includes FDA-approved treatments for major depressive disorder, excessive daytime sleepiness associated with narcolepsy and obstructive sleep apnea, and migraine, and multiple late-stage development programs addressing a broad range of serious neurological and psychiatric conditions that impact over 150 million people in the United States. Together, we are on a mission to solve some of the brain's biggest problems so patients and their loved ones can flourish. For more information, please visit us at ************** and follow us on LinkedIn and X.
About This Role
Axsome Therapeutics is seeking a Specialty Account Manager (SAM) to execute commercial activities for assigned geographies, establish relationships with customers, and ensure successful promotion of AUVELITY for major depressive disorder in adults and potential future indications. This role is field-based and will require gaining access to customers in a clinic or hospital setting while also maximizing the ability to engage through digital channels.
SAMs will be responsible for product performance at a territory level and expected to be a disease category expert and product champion. The SAM will provide account management support and exhibit business knowledge of the local landscape to assess key stakeholders plus future trends within the marketplace.
Job Responsibilities and Duties include, but are not limited to, the following:
* Proficient in both virtual and live customer engagements
* Develop a comprehensive and effective territory business plan aimed at achieving and exceeding quarterly & annual goals established by commercial leadership
* Promote within our approved labeling in a comprehensive, fair, and ethical manner that is consistent with industry specific and corporate legal and regulatory guidelines
* Develop strong customer relationships by better understanding the customer's needs
* Serve as a resource/consultant to customers and staff regarding payer policies and processes (i.e., eligibility and benefit verification, prior-authorization, and appeals/denials)
* Maximize use of marketing resources to maintain and develop customer relationships for the purpose of growing the customers' confidence to prescribe Axsome medications for appropriate patients
* Communicate territory activity in an accurate and timely manner as directed by management
* Provide feedback to sales and commercial leadership, colleagues, marketing, and other internal departments about changing environment and results
* Successfully complete all training classes in a timely manner
* Complete administrative duties in an accurate and timely fashion
* Manage efforts within assigned promotional budget
* Effectively collaborate across all corporate functions
* Attend medical congresses and society meetings as needed
* Ensure timely access for patients through patient services and savings programs
* Overnight travel as indicated by the needs of the business
* Additional responsibilities as assigned
Qualifications / Requirements
* Bachelor's degree from an accredited college or university
* Minimum of 5 years of field customer experience and/or account management. Minimum of 3 years Healthcare Professional experience with relevant CNS experience will also meet the qualifications for this role
* 5 years of consistent top performance in the pharmaceutical, biotech or medical sales space
* Psychiatry/CNS experience strongly preferred
* Demonstrated experience delivering outstanding results
* Launch experience strongly preferred
* Must live in the territory's geography
* Experience strategizing within cross-functional teams, utilizing differential resources to achieve business goals
* Proven ability to successfully manage multiple tasks concurrently under aggressive timelines in a dynamic environment
* Comfortability with uncertainty and high expectations
* Patient support services experience a plus
* Strong digital marketing aptitude
* Strong interpersonal, presentation, and communication skills
* Frequent driving, including extended periods of time behind the wheel
* Prolonged sitting and standing as part of daily job functions
* Ability to lift and carry up to 30lbs regularly
* Overhead reaching required to close and secure liftgates or similar equipment
Salary & Benefits
The anticipated salary range for this role is $100,000 - $150,000. We encourage candidates of all levels to apply as there may be flexibility on final job title and responsibilities. The salary offer will be based on a variety of factors, including experience, qualifications, internal equity and location. Axsome offers a competitive employment package that includes an annual bonus, significant equity and a generous benefits package.
Axsome is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, sexual orientation, gender identity, ancestry, citizenship, marital status, physical or mental disability, medical condition, veteran status, genetic information, or any other characteristic protected by federal, state, or local law.
Axsome Therapeutics does not accept unsolicited resumes from recruiters or third-party recruitment agencies and will not pay placement fees for unsolicited candidates that are sent to hiring managers, the HR team or other Axsome team members. Only approved vendors who have been explicitly asked to support a specific search will receive access to our Applicant Tracking System to submit candidates for consideration.
$100k-150k yearly 7d ago
Account Manager- Tent Department
Peak Event Services
Relationship manager job in Newport, RI
About Us
PEAK Event Services is proud to be the premier event rental and tenting company in the Northeast! Joining the PEAK team means being part of a team that makes it happen. At PEAK, we find joy in bringing important moments to life. To our clients, it all feels like magic, but in reality, there's a lot of work that goes into our work - strategy, creativity, and grit. Each new event brings its own brand of challenges, and we're just the team to solve them. We're motivated and inspired to deliver unique experiences in our own ingenious ways. This extra effort and determination helps us deliver stressless events for our clients, while providing us with transformative opportunities to learn, grow, and spread joy.
What You'll Do
The Account Manager is responsible for the overall health and growth of assigned accounts and developing new accounts. Additionally, the Account Manager holds a working role as Senior Event Rental Consultant responsible for account management including sales activities from initiation through close. Responsible for entering and updating orders in our computer system, troubleshooting inventory questions and meeting with clients on site for site visits. Travel to installation may be required as assigned by and approved by the Regional Director of Tent Sales and Production. This position works collaboratively with other sales consultants as well as various Departments to achieve customer satisfaction. The Account Manager is responsible for strengthening customer relationships, growing assigned accounts, generating revenue and achieving long-term goals that are in line with company vision and values, with a proven track record of sales ranging between $2-4M+.
The Day To Day
• Directly responsible for the satisfaction of assigned key accounts
• Proactively meets with key accounts to showcase equipment, offer suggestions and growth strategies
• Answer phones, create customer orders and assist customers with order design, order changes and questions
• Proactively maintain and expand strategic accounts
• Consult with clients to determine event details and rental needs
• Identify and manage target client prospects
• Prepare all customer quotes and follow up within 72 hours
• Prepare and enter customer orders and production schedules/timelines, verify entered orders for accuracy, complete all revisions/additions
• Participate and share experiences in weekly sales meetings
• Identify leads, close sales, manage prospects and acquire new business
• Conduct showroom appointments and assist with showroom visitors
• Master order entry software including delivery, return, and labor pricing and billing procedures
• Problem solve and troubleshoot rental inventory issues
• Educate and inform customers about all rental items available and cross sell all company products
• Some nights and weekends required for appointments, site visits and installations
• Understand and respect the confidentiality of client and company information
• Establish yourself as a trustworthy member of the sales team
• Attend a minimum of one industry networking event per month and build relationships for the future business of the company
• Offer guidance and solutions to junior inside sales team as needed
• Act a role model within the department and company
• Work with senior management to develop strategies and achieve sales goals
• This position reports directly to the Regional Director of Tent Sales and Production
• Clear communication skills, the willingness to become a team player and help out when needed is the kind of attitude that's required to be successful in this position. Our management style is a team approach to problem solving
• It is especially important for the person functioning in this position to develop trust within the Sales Department. Honoring commitments made to customers by our sales team is critical to maintaining our industry reputation for high quality products and service. You will be involved on a daily basis with fulfilling those commitments
Requirements
What We're Looking For
• 5-7 years of hospitality or sales experience
• Proven track record of meeting or exceeding multi-million-dollar revenue goals
• Familiarity with Tented Projects is preferred
• Sales experience and hospitality degree is a plus
• Availability to work Monday through Friday during business hours (rotating weekends as needed)
• Proficient with computers (Microsoft Outlook, Word, Excel, etc.)
• Positive attitude and professional demeanor
Why You'll Like Working Here
• Our incredible compensation combo of Competitive Pay, Paid Time Off + Paid Holidays
• Support for your personal life + wellbeing
• We like to celebrate + we do it often!
• Encouragement for Volunteer Days + giving back to our communities
• We foster and embrace an inclusive and diverse work culture
Compensation and Our Full Suite of Benefits
• Salary range $60k-$65k plus attractive commission plan
• Medical, Dental + Vision Insurance
• Company-Paid Basic Life + AD&D Insurance
• Short Term & Long Term Disability Insurance
• Telehealth + Wellness
• Flexible Spending Accounts (FSAs)
• Employee Assistance Program
• Travel Assistance
• 401K Retirement Plan + Employer Matching
More About Us
• We're not just a rental events company - our PEAK Code drives the work we do, every day.
• We're partners in problem solving. We collaborate in order to push through challenges and succeed together.
• We are employers of respect. Our relationships mean the world to us and we hold ourselves to the highest level of accountability.
• We are advocates for our communities. From sponsoring events and organizations to volunteering and donating our time, we support our communities and are committed to social responsibility.
• We are keepers of the craft. Our attention to detail, commitment to excellence and devotion to our clients allows us to go “Above and Beyond”.
PEAK is an EEO Employer. We seek diversity and culture-add candidates, not necessarily “culture-fits” or more of the same. We believe diversity makes us better, and we seek to create a workplace where all feel a sense of belonging. Please let us know if you need any assistance or accommodation in the application process.
Salary Description $60-$65k plus commission
$60k-65k yearly 4d ago
Personal Account Manager
PGA Peck Glasgow
Relationship manager job in Middletown, RI
Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Personal Account Manager to join our team. This position will report to our agency located in Middletown, RI. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This can be an in-office or hybrid position.
Responsibilities:
Manage book of personal lines clients providing service to maintain and grow the book.
Be main conduit of communication to the insured and handle day-to-day correspondence with client (email, phone) for accounts.
Use discretion and judgement to interpret policy language and communicate changes in coverage to the insured.
Act as the relationship builder with the account
Participate as a Team member in a fast-paced, growing sales environment open to continuous improvement.
Qualifications:
Must be licensed or willing to obtain license
Microsoft suite of products, AMS360 experience a plus.
Must be able multi-task while maintaining accuracy.
Must be detailed oriented. Accuracy in this position is critical.
Must have strong time management skills. Able to prioritize and meet deadlines.
Must be able to work in a fast-paced environment.
Benefits:
Company Paid Life Insurance, Long-Term and Short-Term Disability.
Medical, Dental, Vision and FSA/HSA plans.
401(k) with company match.
Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
Generous PTO.
An awesome team of professionals!
The Hilb Group is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws.
$52k-86k yearly est. Auto-Apply 33d ago
Account Manager
Ralliant
Relationship manager job in Providence, RI
Remote **Tek AMR - Account Manager's Job Description** Our Americas Sales Organization has a culture that is collaborative and inclusive of others' thoughts and ideas. We are customer obsessed in our daily work, and continuously strive to provide high quality support and engagement to our customers by building and encouraging close partnerships. We are people focused and always looking for opportunities to develop and solve problems that help the business, customers, and our own team members!
An Account Manager will be expected to develop and implement a sales plan (by market/customer and application) to grow Tek's revenue and market share in assigned accounts. This candidate should possess strong strategic sales skillset, knowledge of market/customer base, and knowledge of Tek's solutions, plus desire and capability to learn. Candidates must be able to locally travel in the **Bay area** .
Responsibilities:
+ Build the plans and strategies for developing a successful commercial funnel and exceeding sales goals.
+ Apply Daily Management / Visual Management and Problem Solving to drive organization direction and activity.
+ Maintain direct contact with key customers in assigned territory & monitor customer needs, satisfaction and industry trends' alignment with Tek's strategies and solutions.
+ Proven ability to manage a geographic territory with both direct involvement and channel partners.
+ Build and adapt an individualized customer communication approach to understand needs and remain adaptable to changing customer goals and challenges.
+ Profile and develop relationships with key executives (Managers, Directors, VP's, etc.) within your focus accounts / territory.
+ Optimally engage extensive sales resources including applications engineers, product teams, channel partners & inside sales support
+ Use Dynamics CRM for opportunities, leads, and funnel management.
Qualifications:
+ 5+ years of proven experience in sales and account management.
+ Bachelor's degree in engineering or electrical engineering preferred.
+ Effective time management, problem-solving and analytical skills with the ability to identify and prioritize key customers.
+ Fully developed strategic and tactical sales skills, including ability to assess customer base, prospect, qualify, identify needs & gaps, and apply appropriate solution to win.
+ Consistent record of successfully selling technical products and/or capital equipment by applying a defined sales process.
+ Experience in calling on a diverse sales territory consisting of commercial accounts, Mil/Gov entities, and public universities.
+ Experience in working with diverse channel partners within territory/geography.
+ Shown success in prospecting for and winning new customer/business.
+ Highly motivated self-starter.
+ Strong communication and presentation skills.
+ Ability to travel up to 50% of the year.
\#LI-TD1
**Ralliant Corporation Overview**
Ralliant, originally part of Fortive, now stands as a bold, independent public company driving innovation at the forefront of precision technology. With a global footprint and a legacy of excellence, we empower engineers to bring next-generation breakthroughs to life - faster, smarter, and more reliably. Our high-performance instruments, sensors, and subsystems fuel mission-critical advancements across industries, enabling real-world impact where it matters most. At Ralliant we're building the future, together with those driven to push boundaries, solve complex problems, and leave a lasting mark on the world.
**About Tektronix**
Tektronix, a wholly owned subsidiary of Ralliant Corporation, is a place where people are challenged to explore the boundaries of what's possible, bringing the digital future one step closer every day. Through precision-engineered measurement solutions, we work with our customers to eliminate the barriers between inspiration and realization of world-changing technologies. We believe that cultivating a deeper sense of loyalty and belonging is key to how we attract and retain our best people. This reality inspires our Inclusion & Diversity vision, We Are More Together, and guides our approach as we all work toward creating great places where our teams work and thrive. Realize your true potential at Tektronix - join us in revolutionizing a better tomorrow!
We Are an Equal Opportunity Employer. Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com.
**Bonus or Equity**
This position is also eligible for bonus as part of the total compensation package.
**Pay Range**
The salary range for this sales position (inclusive of sales incentives/commissions in local currency) is 164500 - 305500
$51k-85k yearly est. 60d+ ago
Account Manager
Cencora, Inc.
Relationship manager job in Providence, RI
What you will be doing The Account Manager works with customers to proactively and reactively help identify, understand, and resolve business, distribution, invoicing, sales related, and operational issues. Responds to customer inquiries and takes actions essential to maintaining favorable customer relations; and works both independently and collaboratively with other sales team members focusing on accounts where high-touch customer interaction is essential to business retention and expansion.
Primary Duties and Responsibilities:
* Builds a long-term business partnership with each assigned customer based in trust and confidence that their needs and issues will be addressed and resolved in a timely and professional manner.
* Acts as a consultative business partner, continually identifying opportunities to improve the customer's business through increased utilization of Cencora service/programs/solutions.
* Proactively anticipates, investigates, and resolves customer issues (e.g., stock shortages, customer invoicing, etc.) in the field and/or remotely via phone. Responsible for "end to end" total issue resolution and developing and executing an independent plan to ensure customer satisfaction.
* Surfaces customer needs through a strong knowledge of the customer's business and deep relationship and identifies potential Cencora programs/solutions opportunities that would benefit the customer's business (e.g., GNP, specialty services, add on software modules and services, etc.). Enrolls customers in programs/solutions and helps them get the most out of their involvement through regular visits and/or discussions.
* Provides input to and ensures that Account Management efforts are aligned with the overall customer business plan that is updated on a quarterly basis. Continually stays connected with other members of the sales team to identify opportunities and highlight potential pitfalls. Coordinates and ensures positive customer experience with other Cencora groups (e.g., User Services/IT, CARE, Support, Integration, Implementation, Product Development, etc.).
* Trains and offers advice to ensure customers maximize the value of their Cencora solutions, with a particular focus on effectively utilizing features of Cencora programs and advising customers on Cencora systems and solutions.
* In collaboration with the Sales Executive and District Director helps to create, plan and execute customer business plan.
* In collaboration with Customer Care, User Services, Customer Maintenance, and Sales Executive, works to continually improve the customer satisfaction as measured by the SRA.
* Effectively and efficiently manages the assigned territory with a regular call cycle that results in the delivery of appropriate/defined customer touches while also making off-cycle, discretionary calls, as situations require.
* Coordinates closely with Sales Executives, Inside Sales, Customer CARE, and other departments to present a cohesive "face" of Cencora to the customer.
* Logs all customer and key internal interactions in SalesForce on a timely and continually basis to identify opportunities, facilitate issue resolution, periodic reporting and coordination.
* Monitors nightly product shortages and PRxO Generics product switches working with the DC-based supply chain management group to ensure proper inventory is available or on order for their accounts as needed.
* Develops and demonstrates a comprehensive knowledge of customer invoicing, payment terms, collections and customer payment history as necessary to assist Accounts Receivable as required from time-to-time.
* Develops and maintains working knowledge in all industries, along with the regional territory, through the use of Cencora training, District Director mentorship, sales executive collaboration, industry information and company literature.
* Works directly with District Director, Business Development Managers, Sales Executives, and corporate sales associates to transition newly acquired business to the individual territory assignment.
* Must be willing to travel extensively (including overnight travel) within the assigned customer base and geographic territory; travels to events such as conferences, national and regional meetings.
* Performs related duties as assigned.
What your background should look like
Experience and Educational Requirements:
* Requires a demonstrated track record of successful in-person account management skills within a defined territory and customer set resulting in a high level of customer satisfaction.
* Must be comfortable working independently with customers, and regularly applying business judgment to application of company policies.
* Broad training in fields such as business administration, accountancy, sales, marketing, computer sciences or similar vocations generally obtained through completion of a four year bachelor's degree or equivalent work experience. Normally requires a minimum of two (2) to four (4) years related and progressively responsible experience.
Minimum Skills, Knowledge, and Ability Requirements:
* Ability to build strong in-person customer relationships
* Strong interpersonal skills and ability to work as a cohesive account team
* Strong organizational skills, attention to detail and reliability
* Ability to work independently with limited direct supervision
* Ability to regularly use business judgment on applying company policy
* Ability to prioritize and manage multiple projects and complete them on time
* Excellent probing skills
* Excellent project management skills
* Excellent grasp of electronic ordering platform software
* Good decision-making skills
* Good analytical skills, including familiarity with Microsoft Excel
* Ability to communicate effectively both orally and in writing
* Ability to resolve customer issues quickly and creatively in order to improve customer satisfaction
* Familiarity with Cencora products, services and pharmaceutical distribution operations
* Working knowledge of computers necessary to operate effectively with company systems and programs
Schedule
Full time
Salary Range*
$57,900 - 85,360
* This Salary Range reflects a National Average for this job. The actual range may vary based on your locale. Ranges in Colorado/California/Washington/New York/Hawaii/Vermont/Minnesota/Massacusetts/Illinois State-specific locations may be up to 10% lower than the minimum salary range, and 12% higher than the maximum salary range.
$57.9k-85.4k yearly Auto-Apply 1d ago
Merrill Market Client Relationship Manager
Bank of America Corporation 4.7
Relationship manager job in Providence, RI
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The Market Client RelationshipManager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client RelationshipManager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
Responsibilities:
* Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
* Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
* Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
* Oversees the client service experience and reviews the approval of new client accounts
* Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
* Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
* Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
* Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
* People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
* Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
* Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
* Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Specific responsibilities include, but are not limited to:
* Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
* Managing the branch's Wealth Management Client Associates and Service Support Staff
* Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
* Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
* Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
* Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
* Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
Required Qualifications:
* Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
* Minimum of 5+ years professional experience
Key Qualifications for the role:
* Current or previous Merrill Wealth Management experience strongly preferred
* Self-motivated and client centric
* Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
* Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
* Prior trend analysis experience
* Strong customer service and communication skills
* Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
Desired Qualifications:
* Bachelor's degree or equivalent work experience
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Skills:
* Compensation Analysis
* Performance Management
* Process Performance Management
* Referral Management
* Workforce Planning
* Due Diligence
* Internal Audit Review
* Leadership Development
* Recruiting
* Risk Management
* Client Management
* Customer Service Management
* Employee Counseling
* Succession Planning
* Trade Operations Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
$57k-92k yearly est. 32d ago
Client Manager - US Large Market
American Express 4.8
Relationship manager job in Providence, RI
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio.
**Job Responsibilities:**
+ Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition.
+ Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives.
+ Maintaining detailed understanding of the customers' business, their organizational goals and objectives.
+ Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities.
+ Interface with various divisions of American Express to develop and implement customized and strategic account plans.
+ Achieve portfolio growth and retention targets.
+ Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders.
+ Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions.
+ Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth.
+ Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients.
+ Identify and develop relationships with decision-makers within client organizations to influence program management and growth.
**Qualifications:**
+ Seeking a minimum of 5 years prior strategic relationshipmanagement and/or sales experience. Ideal skill set includes the following:
+ Must possess a sense of urgency to drive results.
+ Experience with managing complex and challenging clients.
+ Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio.
+ Demonstrate a deep resilience to drive results and win.
+ Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process.
+ Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth.
+ Proven relationshipmanagement skills demonstrating a comfort level and effectiveness in seeking out and establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies
+ Demonstrate effective oral and written presentation and communication skills, with the ability to influence internal and external partners.
+ Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance.
+ Ability to effectively present products, technical solutions, and financials to clients in a strategic manner.
+ Must be able to work in a virtual environment
+ Ability to effectively influence and manage change and display solid leadership skills.
+ Sells with integrity, in alignment with compliance and internal partner business requirements.
**Qualifications**
Salary Range: $89,250.00 to $150,250.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Sales
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25023645