Relationship manager jobs in Saint Petersburg, FL

The Client Success Manager serves as the primary point of contact for property owners and stakeholders who rely on our ISP, VoIP, CCTV, and Access Control services. This role ensures high-quality customer experience by providing responsive support, clear communication, and efficient issue resolution. The ideal candidate is technically inclined, detail-oriented, and passionate about delivering exceptional service. Key Responsibilities: Client Support & Communication Collaborate directly with assigned client teams and third-party technology vendors to: Gather detailed integration requirements and document specifications. Understand client systems, workflows, and operational environments related to integrations. Translate client business needs into clear and actionable technical requirements for internal teams. Facilitate communication between clients, vendors, and internal stakeholders to: Provide status updates, manage expectations, and escalate issues as necessary. Assist clients in navigating integration onboarding and issue resolution processes. Maintain and enhance existing integrations, ensuring continued performance and alignment with client needs. Contribute to process improvements related to integration lifecycle management. Respond to service inquiries from owners via phone, email, and ticketing systems with professionalism and urgency. Manage inbound and outbound communications to ensure clients are updated throughout the service process. Maintain a customer-first mindset, ensuring all interactions are handled with empathy and ownership. Technical Assistance & Issue Resolution Troubleshoot basic issues related to ISP connectivity, VoIP services, CCTV systems, and Access Control devices. Gather detailed information to escalate technical issues to the appropriate internal teams when needed. Coordinate service appointments, technician dispatches, and follow-ups until resolution. Document all reported issues, resolutions, and customer notes with accuracy and clarity. Service Coordination Assist in onboarding new owners to our services, including explaining features, setup requirements, and expectations. Work cross-functionally with technical teams, field technicians, and management to ensure timely service delivery. Monitor service queues and ensure service-level agreements (SLAs) are met. Client Experience & Quality Assurance Identify patterns in client concerns and communicate opportunities for improvements to management. Contribute to process enhancements that improve service efficiency and client satisfaction. Maintain up-to-date knowledge of all company services, equipment, and system updates. Qualifications: Required Experience in previous sales support role. Project management support role experience. Resilient and proactive communication and coordination with our clients. Clear and precise interpersonal skills, including the ability to build positive relationships, collaborate effectively with diverse teams, and communicate clearly with stakeholders.” Strong customer service skills with the ability to communicate clearly and professionally. Basic technical understanding of Internet services, VoIP systems, CCTV camera setups, or access control equipment (training provided). Ability to multitask, prioritize, and remain calm in fast-paced environments. High attention to detail and strong problem-solving skills. Preferred Previous experience in telecom, IT, property technology, or security systems. (training provided) Familiarity with general 3rd party software and the ability to learn it quickly. Job Type: Full-time, On-site, No hybrid or remote available. Pay: $75,000 to $85,000 annually DOE. Expected hours: 40 to 45 hours per week. Benefits: Dental insurance Health insurance Vision insurance Paid Time Off Experience level: 2+ years Ability to commute/relocate: Lutz, FL 33548: Reliably commute or planning to relocate before starting work (Required)

Regional In-Home Sales Manager in Training Key member of the sales leadership team, Regional in-home Sales Manager is the general manager of the in-home business unit servicing markets without Blinds To Go showrooms (BTG Partners Program). Directly managing and working closely with shop-at-home outside contractors, installers and collaborating with other senior managers, he/she will develop and implement systems and processes that support rapid growth of this business. He/she must be a good recruiter and manager of outside sales people and have excellent communication skills. Key Responsibilities Recruit, manage and drive growth of shop-at-home (SAH) business in markets without BTG showrooms (BTG Partners) Actively recruit and on-board outside contractors with experience in window treatments Work with merchandising and marketing to develop programs, tools that improve BTG Partners performance Work with business support groups to provide ongoing operation support to BTG partners Work with installation managers to build installation network and maintain excellent service levels in remote markets Help identify and qualify installers as needed Measure installation service levels Work with stores leadership to identify additional opportunities for BTG Partners Program Key Requirements Bachelors in business or related field 10+ years experience including: Operating experience in retail or multi-location service business In-home sales and management experience Experience managing 3rd-party service providers Strong interpersonal and communication skills High energy and strong motivation skills Very strong customer service, problem-solving and follow-up skills Ability to identify root causes and solve issues with a high sense of urgency Ability to build cross-functional relationships Experience working independently, but also as part of a team Integrating senior manager into the existing business and culture is critical. We will work with him/her to develop an integration plan that sets up the new manager for success at BTG. Development plan will be individualized, and will include time in our stores to gain a first-hand appreciation of our customer service requirements and to develop key relationships in the field.

We are looking for an Entry Level Benefits Consultant to manage assigned client accounts and open new accounts. You will address customer concerns and contact prospects to expand your account portfolio. This role may often be challenging, so you should be able to remain calm and polite in tough situations. If you have some experience in sales or customer service, we'd like to meet you. Your goal will be to foster long-term relationships with clients and help grow our business.Responsibilities Be the main point of contact for customer needs Follow up regularly after closing a sale to ensure client satisfaction Respond promptly to customer queries and complaints to find solutions and defuse tension Pass on issues to account managers when needed Present new or additional products and services to existing customers Send reports on sales activity, account status, and possible issues Negotiate contracts and handle paperwork (e.g. invoices, orders) Contact prospects to expand account portfolio Maintain accurate records of customer interactions and transactions Maintain knowledge of products, services, and promotions. Collaborate with other team members to ensure customer satisfaction. Communicate customer feedback and concerns to managers. Complete administrative tasks such as reports and follow-up calls. Maintain a positive attitude and keep up-to-date with training and education. Adhere to company policies and procedures regarding customer privacy and security. Requirements 1-2 years High school diploma or GED Background Check Driver License Authorized to work in US Benefits Education Assistance Salary: $35,419.00-$106,094.00 per year

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

The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an industry leading client experience to E*TRADE's most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Platinum Relationship Manager will be responsible for the retention and growth of Morgan Stanley's most valuable clients. Through frequent and purpose-driven client contacts, the Relationship Manager will cultivate personal connections by gaining an understanding of the client's investment needs, goals, and objectives while also becoming a trusted resource. Relationship Managers work within a small team and will have the responsibility of delivering a world-class experience by supporting their teammate's clients. Responsibilities: As a Platinum Relationship Manager, you will help drive our industry leading service culture by: * Comprehensive support including product education, knowledge, trade facilitation and connecting E*TRADE clients with the full suite of Morgan Stanley products and services. * Deliver exceptional client service while cultivating relationships with our highest value E*TRADE clients. * Exhibiting critical thinking / problem solving skills to address client issues and questions to deliver a world-class experience. * Function as a liaison between our internal support teams to ensure our client's service needs are met timely. * Having a thorough understanding of all Morgan Stanley products and services and will be responsible for identifying opportunities to maximize all aspects of Morgan Stanley. * Focusing on the bottom-line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and the entire customer experience. * Mitigate risk by strict adherence to company policies and procedures to ensure a secure and compliant work environment. * Ability to effectively manage high volumes of client interactions, demonstrating strong organizational skills and a commitment to adhering to a schedule. Required Qualifications: * 1-2 + years of client service experience within financial services * Active Licenses: Series 7 and Series 63 Preferred Qualifications: * Bachelor's degree * Thorough understanding of the securities industry including equity, margin, and option trading * Excellent organizational skills with the ability to manage multiple tasks * Ability to work flexible shift assignments * Ability to remain calm, professional and in control in a volatile business environment * Must be dedicated to exceeding the expectations of clients, have a passion to excel, and outstanding oral/written communication skills * Utilize independent decision-making skills to manage and resolve issues WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. For New Jersey: Salary range for the position: $65,000.00 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. For Illinois: Salary range for the position: $65,000.00 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. For California: Expected base pay rates for the role will be between $65,000.00 and $110,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Compensation: $100,000 - $150,000 (plus bonus) based on experience and credentials Position Type: Full Time The Government Solutions Relationship Manager develops and manages relationships with government entities to provide banking and lending services. This role serves as a financial advisor to government clients, overseeing a portfolio of depository and loan accounts. The position requires strategic business development, credit analysis, and community engagement. Responsibilities * Develop and maintain relationships with government clients * Identify and pursue new business opportunities * Provide tailored loan products and conduct credit analysis * Negotiate credit terms and structure repayment methods * Promote Suncoast's full suite of financial services * Manage RFP processes and submissions * Stay informed on legislative and regulatory changes * Represent Suncoast in community and industry events * Ensure compliance with internal policies and regulatory standards * Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise * Attend educational events to increase professional knowledge * Complete annual compliance and info security training to understand employees' role in maintaining effective compliance and security programs Qualifications * Minimum 3 years of experience in commercial or government banking * Minimum one year of government experience * Strong knowledge of loan products, credit analysis, and underwriting * Bachelor's degree in Finance, Accounting, or Business Administration * Knowledge of Florida's government and municipal landscape preferred * Experience with RFP management and GASB standards preferred * Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines * Accurate, detail-oriented, and organized with task management * Ability to analyze and resolve difficult and often complex problems or situations * Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators * Strong knowledge and understanding of credit union products, services, policies, and procedures * Strong knowledge and understanding of regulatory compliance * Strong knowledge and understanding of credit union computer systems and software applications required to perform job duties Benefits * Financial Well-Being: 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts * Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage * Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO * Community Involvement: Paid Volunteer Hours * Growth: Degree Assistance up to $5,000 per year For more information, including additional benefits, please visit our benefits website at ************************************************ Company Overview #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934. For more information, please visit our careers site at **************************************** Responsibilities * Develop and maintain relationships with government clients * Identify and pursue new business opportunities * Provide tailored loan products and conduct credit analysis * Negotiate credit terms and structure repayment methods * Promote Suncoast's full suite of financial services * Manage RFP processes and submissions * Stay informed on legislative and regulatory changes * Represent Suncoast in community and industry events * Ensure compliance with internal policies and regulatory standards * Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise * Attend educational events to increase professional knowledge * Complete annual compliance and info security training to understand employees' role in maintaining effective compliance and security programs Qualifications * Minimum 3 years of experience in commercial or government banking * Minimum one year of government experience * Strong knowledge of loan products, credit analysis, and underwriting * Bachelor's degree in Finance, Accounting, or Business Administration * Knowledge of Florida's government and municipal landscape preferred * Experience with RFP management and GASB standards preferred * Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines * Accurate, detail-oriented, and organized with task management * Ability to analyze and resolve difficult and often complex problems or situations * Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators * Strong knowledge and understanding of credit union products, services, policies, and procedures * Strong knowledge and understanding of regulatory compliance * Strong knowledge and understanding of credit union computer systems and software applications required to perform job duties Benefits * Financial Well-Being: 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts * Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage * Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO * Community Involvement: Paid Volunteer Hours * Growth: Degree Assistance up to $5,000 per year For more information, including additional benefits, please visit our benefits website at ************************************************ Company Overview #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934. For more information, please visit our careers site at ****************************************

Senior Manager Retail Client Services At our Company, we grow People, Brands, and Businesses! We are seeking a talented Senior Manager Retail Client Services to lead a team of Manager Retail Client Services to maintain and improve client specific retail conditions. This role is the key point of contact between the retail team, Headquarter team and client team. Ensures team is trained and accomplishes the client's objectives. Take this opportunity to join North America's leading business solutions provider and build your career working with amazing people in a growing industry! Apply today! What we offer: Full-Time Benefits (Medical, Dental, Vision, Life) 401(k) with company match Training and Career Development Generous Paid Time-Off Responsibilities: Promote the Company's Strategic Direction and Vision on a day-to-day basis and assure compliance with all National Programs. Develop people through training and direct organizational and team development initiatives. Ensure compliance in regard to distribution, new item speed to shelf, pricing objectives, planogram conditions, display performance against features, promotional activity and POS distribution. Track and score retail audits, track all shipment opportunities, track and report all competitive activity. Attend retail meetings to communicate client objectives, general retail trainings, market condition observations and assist in sales training. Communicate the progress on the executable and tracking results listed and communicate all opportunities to the headquarter team/client. Qualifications: Associate's Degree or equivalent experience is required 5+ years of experience in related field 3+ years of supervisory experience Strong functional experience in retail management Project management experience Excellent written communication and verbal communication skills Job Will Remain Open Until Filled Responsibilities The Company is one of North America's leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today. Position Summary The Sr Manager Retail Client Services leads a team of Manager Retail Client Services to maintain and improve client specific retail conditions. Is the key point of contact between the retail team, Headquarter team and client team. Ensures team is trained and accomplishes the client's objectives. Essential Job Duties and Responsibilities Team Performance and Development Outline and implement National policies and programs. Promote the Company's Strategic Direction and Vision on a day-to-day basis and assure compliance with all National Programs Develop people through training and direct organizational and team development initiatives. Maintain operational excellence through development of a high-performing team and take proactive measures in addressing issues. Execution Ensure compliance in regard to distribution, new item speed to shelf, pricing objectives, planogram conditions, display performance against features, promotional activity and POS distribution. Work to resolve any noncompliance issues at retail where possible and communicate properly the unsolvable issues. Perform ride-alongs at all levels of the retail organization. Tracking Audit stores within the assigned geography according to the executable listed. Track and score retail audits, track all shipment opportunities, track and report all competitive activity. Training Attend retail meetings to communicate client objectives, general retail trainings, market condition observations and assist in sales training. Communication Communicate the progress on the executable and tracking results listed and communicate all opportunities to the headquarter team/client. Work with the sales team to make certain that all promotional activity is communicated to the retail team according to the standards and through the preferred method. Relate back to the headquarter team and client the findings of the retail organization as deduced from ride-alongs and retail meeting feedback Supervisory Responsibilities Direct Reports Hires, retains, trains, coaches, guides, directs, and develops direct reports using company-wide processes, tools and resources Indirect Reports May delegate work of others and provide guidance, direction and mentoring to indirect reports Travel and/or Driving Requirements Travel and Driving are essential duties and function of this job Travel up to 50% Minimum Qualifications Education Level: (Required) Associate's Degree or equivalent Field of Study/Area of Experience: 5+ years of experience in related field 3+ years of supervisory experience Strong functional experience in retail management Project management experience Skills, Knowledge and Abilities Ability to understand and follow specific instructions and procedures Ability to direct, lead, coach, and develop people Skill in supervising to include delegating responsibility, training and evaluating performance Excellent written communication and verbal communication skills Ability to visualize and plan objectives and goals strategically Strong prioritization skills Strong computer skills including proficiency with Microsoft Word, Excel, PowerPoint, Access, Outlook, and web-browsers Environmental & Physical Requirements Field / Administrative Requirements Incumbent must be able to perform the essential functions of the job. Work may be performed in an office, field, retail store, or warehouse environment. Typically requires the ability to spend 66%+ hours each work day doing the following activities: engage in considerable physical activity, ability to lift and/or push up to 50 pounds, stand on feet for long periods of time, use products or cook food as appropriate for the demonstration, and may be required to work in extremely cold conditions (i.e. refrigerated and freezer sections). Also required to travel and drive. The use of proper safety practices when handling the products and/or cooking is essential. Additional Information Regarding The Company Job Duties and s Job duties include additional responsibilities as assigned by one's supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. Important Information The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of associates so classified. The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

You are a Payments professional and excited to utilize your experience to make an impact with our Commercial Card clients? As a Relationship Manager within Commercial Card, you will oversee a portfolio of Global Corporate Bank (GCB) Commercial Card clients, each with annual spend exceeding $20 million. In this role, you will leverage a consultative selling approach, focusing on understanding each client's unique business needs, challenges, and goals. By actively listening and engaging with clients, you will deliver tailored solutions that drive growth and expansion through strategic payables initiatives, cross-sell opportunities, and account retention. Your success will be built on your ability to become a trusted advisor to your clients, developing deep, long-term relationships founded on credibility, integrity, and a genuine commitment to their success. You will proactively identify opportunities to add value, provide expert guidance, and help clients achieve the most beneficial outcomes for their organizations. You will also build and maintain strong relationships with internal partners to achieve growth targets, retain accounts, and promptly resolve product or service issues. Maintaining high levels of customer satisfaction will be a key responsibility, achieved by engaging in regular, meaningful communication and conducting informative bi-annual or annual account reviews. Sharing best practices and collaborating with service and operations teams to address concerns will be essential to your role. Additionally, you will lead structured, revenue-generating optimization initiatives to further enhance client value. Through these efforts, you will ensure that clients receive exceptional service and support, fostering loyalty and long-term partnerships. Job Responsibilities Demonstrate in-depth knowledge of commercial card payment products and understand the market landscape and financial trends within the industry Develop and execute client expansion and retention strategies proactively, with a consultative approach that prioritizes understanding and addressing client needs over product promotion. Focus on overall client experience and scorecard objectives; exceed satisfaction and profitability objectives. Lead solution development efforts within the portfolio to best address client needs, while coordinating the involvement of all necessary internal company stakeholders. Build strong internal partnerships and alignment with Commercial and Investment Bank Global Corporate Bankers and Treasury Services (TS). Serve as a commercial card Subject Matter Expert and become a Trusted Advisor for clients and LOB partners, consistently building trust through consultative engagement and delivering tailored solutions that maximize client value. Required qualifications, capabilities, and skills Bachelor's degree and/or 5+ years of experience in Payments, Treasury or Commercial Card In-depth product knowledge of Payables solutions including Commercial Card Proven client ownership and trusted advisor relationship building skills, with a demonstrated ability to engage in consultative selling that focuses on understanding and meeting client needs. Demonstrable track record evidencing an exceptional client experience with measurable results and the ability to proactively build relationships and trust with clients. Experience in managing multiple clients with competing priorities and deadlines Excellent presentation and communication skills, including experience presenting to C-Level executives Excellent negotiating skills Proven ability to innovate, problem solve, and develop customized solutions to solve client issues and challenges Highly proficient in Microsoft Suite (Outlook, PowerPoint, Excel), Salesforce, and Video Conferencing Effective team player with a strategic mindset, able to assess how actions affect subsequent processes and outcomes Possess accounting and finance knowledge, understanding of client accounting systems and ERPs and our card solutions integrate

At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Assistant Relationship Manager is responsible for conducting financial analysis of credit for loan requests as well as assisting Bank Officers by performing the following duties. The incumbent will: Conduct financial analysis of credit for new and existing clients and prospects Generate spreads, term sheets, and other information for loan requests and conduct underwriting Determine the strength and/or weakness of credit requests to determine the terms of the loan and ability to repay Build profiles and loan requests in nCino for approval Contact Loan Officers and/or clients to request necessary financial information for analysis such as balance sheets, tax returns, financial statements, etc. Generate reports to determine past or current maturities that are not yet cleared and request any necessary information Prepare memos outlining financial information for approvals from the appropriate parties Track maturity for renewals monthly Be actively involved in understanding documentation and closing process Attend sales appointments with Officers as requested Work on term sheets / commitment letters as directed by supervisors Assist Loan Officers and Credit Officers with various functions needed such as clearing collateral exceptions, reporting information, implementing new systems, etc. Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned. MINIMUM QUALIFICATIONS Bachelor's degree in Finance, Accounting or a related field Two (2) years of related experience Excellent written and verbal communication skills Experience using Microsoft Outlook, Word and Excel Experience in a position requiring attention to detail and data analysis Excellent organizational skills and ability to multi-task RMA and/or Moody training is a plus PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS The physical requirements and environmental conditions of this position consist primarily of: Sustained standing and sitting Frequent use of PC, including typing or sustained attention to monitor Occasional presentations requiring public speaking to small groups Occasional lifting of basic office files or equipment up to 20 lbs Normal office environment with comfortable internal temperatures and low level noise EOE/AA

Job Description Senior Commercial Relationship Manager A community bank with a strong regional footprint is seeking an experienced Senior Commercial Relationship Manager to join its commercial banking team. This role is responsible for managing, retaining, and expanding a portfolio of commercial clients, including complex and high-value relationships vital to the bank's success. The position will focus on developing new business, deepening existing relationships, and maintaining sound credit quality through proactive portfolio management. This individual will also serve as a leader and mentor within the commercial banking group, supporting the growth and development of junior lenders and credit staff. Key Responsibilities Develop and expand client relationships through direct business development, networking, and professional referrals. Manage a portfolio of commercial and industrial (C&I) clients, providing financial guidance and structuring complex credit solutions. Analyze financial statements, assess risk, and make informed credit recommendations within assigned approval authority. Serve as a subject matter expert in C&I lending, guiding underwriters and portfolio managers on deal structuring and credit quality. Partner with internal teams to deliver a full range of banking solutions, including treasury management, private banking, and wealth services. Lead and mentor team members, providing training and coaching in business development and relationship management. Participate in loan committee discussions, credit reviews, and pricing decisions. Oversee all aspects of the loan process including underwriting, documentation, closing, and servicing. Monitor portfolio performance, manage loan renewals, modifications, and collections as needed. Contribute to departmental projects and initiatives as assigned by management. Qualifications Bachelor's degree required; concentration in business, finance, economics, or accounting preferred. Minimum of 10 years of commercial lending experience, with a proven track record in developing and managing middle-market or C&I relationships. Strong financial analysis, credit underwriting, and deal-structuring skills. Excellent interpersonal, negotiation, and leadership abilities. Ability to build deep client relationships and collaborate effectively across departments.

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client's individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI's). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client's values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. An existing network that can be cultivated and expanded within the community Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions Comfortable interacting with individuals of significant wealth Personal integrity that is beyond reproach Strong academic credentials A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

You are a Payments professional and excited to utilize your experience to make an impact with our Commercial Card clients? As a Relationship Manager within Commercial Card, you will oversee a portfolio of Global Corporate Bank (GCB) Commercial Card clients, each with annual spend exceeding $20 million. In this role, you will leverage a consultative selling approach, focusing on understanding each client's unique business needs, challenges, and goals. By actively listening and engaging with clients, you will deliver tailored solutions that drive growth and expansion through strategic payables initiatives, cross-sell opportunities, and account retention. Your success will be built on your ability to become a trusted advisor to your clients, developing deep, long-term relationships founded on credibility, integrity, and a genuine commitment to their success. You will proactively identify opportunities to add value, provide expert guidance, and help clients achieve the most beneficial outcomes for their organizations. You will also build and maintain strong relationships with internal partners to achieve growth targets, retain accounts, and promptly resolve product or service issues. Maintaining high levels of customer satisfaction will be a key responsibility, achieved by engaging in regular, meaningful communication and conducting informative bi-annual or annual account reviews. Sharing best practices and collaborating with service and operations teams to address concerns will be essential to your role. Additionally, you will lead structured, revenue-generating optimization initiatives to further enhance client value. Through these efforts, you will ensure that clients receive exceptional service and support, fostering loyalty and long-term partnerships. **Job Responsibilities** + Demonstrate in-depth knowledge of commercial card payment products and understand the market landscape and financial trends within the industry + Develop and execute client expansion and retention strategies proactively, with a consultative approach that prioritizes understanding and addressing client needs over product promotion. + Focus on overall client experience and scorecard objectives; exceed satisfaction and profitability objectives. + Lead solution development efforts within the portfolio to best address client needs, while coordinating the involvement of all necessary internal company stakeholders. + Build strong internal partnerships and alignment with Commercial and Investment Bank Global Corporate Bankers and Treasury Services (TS). + Serve as a commercial card Subject Matter Expert and become a Trusted Advisor for clients and LOB partners, consistently building trust through consultative engagement and delivering tailored solutions that maximize client value. **Required qualifications, capabilities, and skills** + Bachelor's degree and/or 5+ years of experience in Payments, Treasury or Commercial Card + In-depth product knowledge of Payables solutions including Commercial Card + Proven client ownership and trusted advisor relationship building skills, with a demonstrated ability to engage in consultative selling that focuses on understanding and meeting client needs. + Demonstrable track record evidencing an exceptional client experience with measurable results and the ability to proactively build relationships and trust with clients. + Experience in managing multiple clients with competing priorities and deadlines + Excellent presentation and communication skills, including experience presenting to C-Level executives + Excellent negotiating skills + Proven ability to innovate, problem solve, and develop customized solutions to solve client issues and challenges + Highly proficient in Microsoft Suite (Outlook, PowerPoint, Excel), Salesforce, and Video Conferencing + Effective team player with a strategic mindset, able to assess how actions affect subsequent processes and outcomes + Possess accounting and finance knowledge, understanding of client accounting systems and ERPs and our card solutions integrate JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Chicago,IL $115,000.00 - $170,000.00 / year

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Sr. Client Manager assists in the coordination of carrier relationships on behalf of the company by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy. PRIMARY RESPONSIBILITIES: Performs all Account Manager responsibilities as well as: Manage day-to-day activities of client accounts including, but not limited to, policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client's insurance. Maintain client files in AMS accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices. Assists in establishing and maintaining appropriate carrier relationships. Performs marketing activities for large accounts as assigned. Prepares risk maps or peer reviewing risk maps for assigned accounts. Coordinates service delivery including developing initial placement/renewal strategy. Completes special projects. Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership. When requested, serves as a mentor to new colleagues. KNOWLEDGE, SKILLS & ABILITIES: Possesses strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites. Can analyze complex risk exposures, existing insurance coverages and develop appropriate recommendations for clients and prospects. Exhibits excellent client service and problem-solving skills. Possesses intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and the ability to learn any other appropriate insurance company and firm software programs. EDUCATION & EXPERIENCE: A Bachelor's degree is preferred, and either has, or is working towards, a professional insurance designation. Must possess at least five years' experience and demonstrated proficiency in Account Management. License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required Demonstrates effective presentation skills through verbal and written communications. Demonstrates the organization's core values, exuding behavior that is aligned with corporate culture. OTHER: Fast paced multi-tasking environment Some travel may be required. #LI-NS1 IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

The Private Client Group Relationship Manager develops, manages and retains a client book of business with a focus in the domestic professional segment using market knowledge to: Ensure delivery of high standards of service to strengthen customer loyalty Maintain a dedicated, high touch service and professional relationship applying a short-and long-term approach to addressing the customer's overall financial needs Assess customer goals and needs and provide comprehensive advice on banking (deposit and lending) products while optimizing cross-selling opportunities Prepare and deliver proposals based on clients' goals and needs, using available tools and applications Coordinate client meetings with product specialists (trust / investments) to support the sale of products and services and deliver comprehensive proposals Identify potential customer issues and channel them with the responsible units through resolution, acting as a customer advocate within and outside the organization Seek feedback from customers on a regular basis to identify and address service quality issues Identify and report any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules, regulations, prescribed practices, internal policies and procedures or ethical standards. Ensure compliance with Amerant Code of Ethics and BSA/AML, USA Patriot Act, OFAC, information security, suspicious activity reporting requirements, and policies and procedures Work Experience: 5+ years of experience working with high-net-worth customers, providing them deposit product solutions Experience offering lending solutions preferred Education and/or Certifications: Bachelor's degree in Business, Finance, Economics or related field required. Reputable and relevant professional certifications a plus Technical and/or Other Essential Knowledge Proven experience developing, expanding and retaining a book of business Ability to close sales, negotiate terms and apply a consultative approach to the sales process Proficient using the Microsoft Offer Product Suite including MS Teams, MS Word, MS Excel and MS PowerPoint 20% travel required Functional Competencies: Must be a team player, have the ability to work under pressure, conduct business with minimum supervision and with a professional demeanor. Must be able to solve problems and conflicts, manage time and projects. Must be able to communicate effectively verbally and in writing and deliver engaging presentations. #LI-Onsite

Job Title: Senior Project Manager / Client Relationship Manager I - Mechanical or Electrical Background (PE License Preferred) Experience: Minimum of 10 years Position Overview: We are seeking a Senior Project Manager / Client Relationship Manager with a strong background in mechanical or electrical engineering, preferably holding a PE license. This role will be pivotal in overseeing and managing projects primarily within the healthcare sector, with additional focus on higher education, K-12, federal government, and stadium projects. Responsibilities: Management: Facilitate communication between clients, project team members, owners, and architects by attending meetings and documenting critical issues. Monitor project budgets and ensure alignment with man-hour allocations; adjust schedules as necessary. Identify, negotiate, and manage fees for additional services required during project execution. Develop and nurture business relationships crucial to project success; actively engage in business development activities with current clients. Validate project scope and requirements with clients and stakeholders, collaborating with the Client Relationship Manager (CRM) or Location Leader when necessary. Assist in financial planning by negotiating fees, preparing proposals, and participating in budgeting processes, coordinating with CRM or Location Leader as appropriate. Aid in developing project staffing plans and preliminary man-hour budgets with the Senior Project Manager (PM), CRM, Department Head, or Location Leader as applicable. Technical: Hold a technical or bachelor's degree in relevant engineering disciplines, supplemented by ten years of practical experience on similar projects. Possess Professional Engineer licensure. Preferably have experience in healthcare building design. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Demonstrate a comprehensive understanding of engineering principles, methodologies, project approaches, and system designs. Basic accounting knowledge is necessary for budget creation and maintenance. Comfortable interacting directly with clients. Market & Project Experience: Focus on healthcare markets, with additional experience in higher education, K-12, the federal government, and stadiums considered advantageous. Experience with hospitals/healthcare projects, encompassing new builds, renovations, and rehabilitations. Experience in federal government, higher education, and stadiums would be beneficial. Education and Licenses: Bachelor of Science in Mechanical or Electrical Engineering. Professional Engineer (PE) license preferred. This role offers a unique opportunity to leverage extensive project management skills alongside technical expertise in mechanical or electrical engineering. The ideal candidate will thrive in a dynamic environment, driving project success through effective client engagement, meticulous budget management, and strategic business development efforts.

WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas - the dynamic formula that drives business performance. Together, we unlock potential. Learn more at wtwco.com. Description This Client Manager role is responsible for a blend of internal partnership & delivery activities and client facing functions, utilizing the incumbent's professional skills in Commercial Property and Casualty Insurance. These can include day to day service activities such as client inquiries and requests, endorsement processing and other client deliverables, as necessary. The Client Manager role also has responsibility for maintaining client relationships and retention, while also ensuring client profitability on a personally assigned book of business, within the assigned team. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Responsible to manage and retain Select accounts as determined by revenue, industry, coverage needs, and other factors Maintain knowledge of market trends and changes to anticipate or understand shifting client needs Reviewing and interpreting customer contracts to ensure client has the appropriate coverages as required by their vendors and other business partners Scheduling of internal and external strategy meetings and documenting and socializing the outcomes of the meeting Review, finalization, and delivery of current and expiring exposures Work with multiple key parties (both internal and external) to request and gather updated exposures and underwriting information Obtain updated client exposure documentation and perform needs and gap analysis to ensure appropriate coverages are applied Manage implementation of accurate billing for clients based on client/carrier instructions Design, prepare, negotiate, and deliver fee/compensation agreements to clients as needed Manage process delivery to ensure any legal and/or compliance needs are met Responsible for completion of client proposals and other client deliverables Uses experience and expertise to contribute to ongoing process improvement activities Partnership with peers and resources in domestic and international service centers Qualifications The Requirements 4+ years of Property & Casualty insurance experience in a role that is client-facing or carrier facing College degree or equivalent work experience required Property & Casualty insurance knowledge/experience required Demonstrate strong problem-solving capability Excellent verbal and written communication skills to include phone conversation and email communication Demonstrated analytical ability, strong decision-making skills, and conflict resolution Demonstrated problem solving abilities, including critical thinking, research, quantitative skills, and creativity Solid process orientation skills Technology acumen to work within various internal agency management systems (Epic, ServiceHub, Broking Platform, etc.) Ability to work independently, yet actively and appropriately engage the services provided by “extended team members” across the Shared Service Centers and Teams Strong time management and organization skills Solid working knowledge of computer software packages including MS Word and MS Excel (exposure to Excel formulas and Pivot table creation/manipulation a plus) Must successfully maintain required licensing by completing various Continuing Education activities as needed. Must be able to show valid confirmation of current status of P&C Producers License Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRM) Compensation and Benefits Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only). Compensation The base salary compensation range being offered for this role is $80,000.00-$100,000.00 USD annually. This role is also eligible for an annual short-term incentive bonus. Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) Leave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles) Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans' eligibility requirements. Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. EOE, including disability/vets

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. We have an exciting opportunity for an experienced Tax Partner to join our expanding Private Client Services (PCS) / High Net Worth (HNW) practice in Tampa, FL. This role provides an opportunity to join a high-performing practice where you will use your expertise in taxation to provide compliance and consulting services to high-net-worth multi-generational wealthy families and their private businesses and/or investment entities. Candidates must be familiar with high-net-worth tax consulting and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to clients' tax needs. With the support of the firm, you'll have the opportunity to develop and pursue creative approaches to resolve client issues. Basic Qualifications: Bachelor's degree in Accounting CPA License or JD required 10+ years public accounting or family office tax experience Experience in the review of tax returns for wealthy family members and their trusts, investment entities, and private businesses. Businesses could include Private Equity, Financial Services, Manufacturing, Oil & Gas, Real Estate, Wholesale Distribution, Service, Retail and Restaurants. Exposure to business returns would be a plus, but not required Strong experience with private client services (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers) Must be able to support financial growth efforts and manage a book of business Successful candidates will possess ability to plan client engagements, provide tax consulting services, manage compliance projects, supervise and review work of team staff members, work closely with clients as well as internal managers and partners Strong verbal and written communication skills with the ability to articulate complex information and tax law Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships. 10+ years' experience in dealing with high-net-worth clients required Preferred Qualifications: Master's Degree in Taxation or Law Degree Experience working for a Big 4 or large national, regional or local accounting firm or large Family Offices Experience working with Private Foundations Exposure to reporting and filings related to foreign assets, investments and holdings Proven ability to develop new business relationships and expand services to existing clients At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.

HMG Pest Solutions is exploding through this year as one of the leading marketing and sales agencies in the nation. Our company is structured upon four key values; collaboration, responsibility, engagement, and most importantly quality. We focus on developing superior marketing strategies and tactics across all managed market segments for pest control companies. Our Account Management team assists our renowned clients in transforming their supply chains into a strategic asset. To truly stand out against the competition and shine in a continually evolving industry, each and every one of our Account Managers must be an authentic and inclusive leader in all lines of service. Gear up and get ready to submerge yourself into an ambitious team with dynamic mentors, ready to support your growth and advance your professional portfolio. What are the responsibilities of an Account Manager? Invite and present evidence-based feedback to sales managers in order to enhance sales margins and increase consumer satisfaction in a timely and constructive manner Form memorable long-lasting relationships with clients and ensures their needs and marketing goals are met Develop a deep understanding and knowledge of our clients' business and their competitive environments to create a cutting edge and stand out against the competition Communicate confidently in a clear, concise and articulate manner to clients and staff Independently manage major sales projects or customer accounts with assistance from senior account management, as appropriate What are the requirements for an Account Manager? Bachelor's degree in Business Management, Marketing, or Communications preferred Demonstrates some knowledge and/or a proven record of success in account management, sales, or client relations Uphold the company's code of ethics and business conduct Exceptional problem-solving skills and the ability to prioritize and manage multiple tasks Self-motivated, and capable of taking accountability for professional growth and development Ability to develop and maintain a positive and professional relationship with clients What's in it for our Account Managers? Upward mobility within A diverse and inclusive culture Community outreach projects Traveling opportunities No more holidays on the job!

Develops new customer prospects and business with commercial clients, with the potential to manage a portfolio of commercial clients. Makes and services a wide variety of business and individual loans to build long-term and profitable customer relationships in order to maximize portfolio revenue growth and asset quality. Manages complex accounts or has an assigned market region of a complex nature. Key Responsibilities Include * Maintains a client portfolio for the bank * Expand existing client relationships which generate incremental revenue for the bank while developing new client relationships which generate acceptable returns for the bank * Work with the Management and Underwriters to analyze the credit strengths and weaknesses of prospective borrowers and make loan decision recommendations, make recommendations on loan pricing which are competitive with the marketplace and achieve an acceptable return for the bank, and structure loans (term, covenants, collateral, guarantees, etc.) which appropriately protects the bank * Work with Management to recognize client needs and matching the bank's capabilities to meet these needs * Maintain a thorough knowledge of bank's lending policies and regulatory requirements * Provide mentoring and training to other bank associates * Maintain proper house-holding of relationships * Continually upload financial information and client detail into central repository throughout the underwriting process. * Gather financials for new and renewal opportunities with clients. * Prepare Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process. * Work directly with the underwriter to ensure accurate reflection of financials and to ensure accurate preparation of Loss Given Default, Probability of default and Risk Adjusted Return on Capital models at time of new/renew requests. * Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter * CRM and Underwriter work together to appropriately ensure accuracy of underwriting package * Finalize term sheets to meet client and bank needs * Engage underwriting to update results of term sheet accordingly and as needed to be reviewed by deal team * Builds and maintains a portfolio mix of targeted high value and high potential clients. * Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. * Work with Manager to coordinate credit decision with Market President, Senior Credit Officer, Executive Credit Officer, Chief Credit Officer and Chief Operations Officer. Create/Prepare Commitment Letter with Management supervision * Finalize any required conditions precedent as needed to ensure Loan Closing has all items needed * Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions * Ensures client adherence to covenants with review of calculations, key provisions, and recommendations according to policy * Performs all other duties as assigned Qualifications Include * Bachelor (4-year college) degree * 6-8 years of experience or an equivalent combination of education and experience * Experience with Microsoft Outlook, Word, and Excel About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube