Relationship manager jobs in Santa Rosa, CA - 832 jobs

A leading engineering consulting firm is seeking a Client Service Director in San Francisco, CA. This role focuses on expanding the water and wastewater practice, requiring strong leadership and business development skills. The ideal candidate has over 15 years of experience, a relevant degree, and a passion for client service. The position offers a hybrid work model and a comprehensive benefits package. #J-18808-Ljbffr

A major financial institution in San Francisco is seeking a Commercial Banking Relationship Manager to manage and grow a complex portfolio of commercial loans. The ideal candidate will have over 10 years of commercial lending experience and at least 3 years in a management role. Strong leadership and communication skills are essential. This position offers a competitive salary range of $170,255 to $200,300, along with extensive benefits to support health and financial security. #J-18808-Ljbffr

Application Deadline 02/07/2026 Address 180 Montgomery St. Job Family Group Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the marketplace, and a proven track record in sales performance. This individual will join a tight‑knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank. Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem‑solving to resolve conflicts and maintaining strong client relationships. Leads the structuring of high‑value, complex deals, and credit approvals, ensuring alignment with client needs. Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives. Drives negotiations for high‑value, complex transactions and credit approvals, ensuring deals are structured to meet client needs. Manages high‑value client portfolios, driving cross‑selling, retention, and profitability. Implements cross‑selling initiatives, driving client engagement and successfully transitioning opportunities into revenue‑generating sales. Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals. Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision‑making. Engages with senior leadership and cross‑functional teams to align strategies, address client needs, and drive holistic business solutions. Delivers reports to the bank's leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy. Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives. Builds and maintains strong long‑term relationships with the bank's high‑value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Structures deals, secures credit approvals, negotiates high‑value transactions, and identifies opportunities for cross‑selling. Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. Operates at a group/enterprise‑wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non‑routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Seasoned professional with a combination of education, experience and industry knowledge. Advanced level of proficiency Project Management Change Management Expert level of proficiency Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk Assessment Customer Service Stakeholder Management Negotiation Customer Relationship Building Salary $122,400.00 - $228,000.00 Pay Type Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in‑depth training and coaching, to manager support and network‑building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #J-18808-Ljbffr

Location: United States - Remote Preferred, or Major US Hub | Reports to: Head of Operations | Industry: FinTech, Blockchain, Real-World Assets, Institutional SaaS Building the Future of Finance Our client is pioneering the next generation of financial infrastructure. We are a rapidly scaling FinTech company at the forefront of the Real-World Asset (RWA) tokenization movement, bridging the gap between blockchain innovation and traditional finance. Our institutional-grade SaaS platform empowers fund managers, financial institutions, and enterprises to seamlessly issue, manage, and offer tokenized real-world assets, unlocking unprecedented levels of liquidity, efficiency, and global market access for their clients. Our vision extends beyond institutional SaaS: we are building toward a future where access to diverse, tokenized real-world assets is democratized and available to a broader spectrum of investors, globally. Join our mission-driven team, backed by leading investors, and play a pivotal role in shaping the future of finance. The Opportunity: Senior Client Solutions & Strategic Partnerships As our client enters a high-growth phase, we are seeking a dynamic and strategic Director/Senior Director of Client Solutions & Strategic Partnerships to lead operational strategy, drive revenue, and enhance client engagement. This is a mission-critical, client-facing leadership role requiring a rare blend of operational expertise, business development acumen, deep client empathy, and technical fluency. You are an experienced operator who has successfully scaled FinTech operations beyond Series A, ideally within a SaaS model, and possess a nuanced understanding of fund operations and regulated financial services. Critically, you are also a natural client champion and strategic thinker, capable of navigating complex institutional relationships, driving revenue growth, and ensuring exceptional client success, all while contributing to the evolution of our product. You thrive in a fast-paced, collaborative environment, and are excited to build and scale a platform that will redefine asset ownership and investment globally. In this role, you will be: A Visionary Operator: Driving operational excellence while contributing to the realization of our client's broader vision of democratizing RWA investment. A Client Solutions Architect: Designing and implementing client-centric onboarding processes and solutions that ensure seamless platform adoption and long-term client value. A Strategic Partnership Catalyst: Identifying and securing impactful partnerships that expand our market reach, enhance our platform capabilities, and accelerate revenue growth. A Technical & Business Bridge: Effectively translating client needs and market feedback into actionable insights for our product and development teams, ensuring our platform remains at the cutting edge of innovation. A Front-Office Leader: Representing our client with credibility and gravitas at institutional client engagements, industry events, and investor meetings. Key Responsibilities: Strategic Scaling of Operations for Exponential Growth: Take ownership of and optimize all operational workflows (client onboarding, token issuance, trade settlements, custody, compliance) to support rapid client acquisition and revenue scaling post Series A and beyond. Lead the design and implementation of automated, scalable operational processes, leveraging technology to drive efficiency and reduce friction. Develop and refine Standard Operating Procedures (SOPs) that ensure consistent, compliant, and world-class client onboarding and service delivery across jurisdictions. Oversee cross-border operations, collaborating effectively with international partners, regulatory bodies, and corporate secretarial teams to ensure seamless global expansion. Client-Centric Onboarding & Institutional Engagement: Serve as the primary operational leader and trusted advisor for institutional clients, fund managers, and key financial partners throughout the onboarding lifecycle and beyond. Own and continuously improve the client onboarding journey from an operational perspective, ensuring a white-glove experience that accelerates platform adoption and builds strong, lasting client relationships. Collaborate closely with Sales, Customer Success, and Product teams to deeply understand client needs, translate those needs into structured and scalable operational processes, and proactively identify opportunities to enhance client value. Develop and champion a client-centric onboarding and activation framework capable of supporting a rapidly growing institutional client base and diverse range of RWA use cases. Regulatory Compliance & Risk Mitigation in Operations: Partner closely with Compliance and Legal teams to ensure all operational workflows and processes are rigorously aligned with regulatory requirements across key jurisdictions (MAS, SEC, EU, etc.) and maintain the highest standards of compliance. Proactively identify and mitigate operational risks, implementing robust controls and audit-ready procedures to safeguard client assets and maintain regulatory integrity. Technology & Product Operations Leadership & Liaison: Collaborate deeply with Engineering and Product teams to ensure seamless integration of operational workflows with our client's platform, driving continuous product improvement and client-driven innovation. Act as a critical bridge between client-facing teams and technology, translating client feedback, market insights, and operational challenges into actionable product requirements and enhancements. Champion automation initiatives across operational processes, working with technology to identify and implement solutions that reduce manual work, improve efficiency, and enhance the client experience. Drive data-driven operational decision-making, supporting data reconciliation, reporting, and analytics to ensure financial and operational accuracy and identify areas for optimization. Strategic Business Growth & Market Expansion: Partner with the Executive Leadership team to inform and execute strategic operational decisions that support our client's expansion into new markets, product lines, and client segments. Define, track, and rigorously optimize key operational Key Performance Indicators (KPIs) to measure efficiency, scalability, client satisfaction, and contribution to revenue growth. Proactively identify and implement cost-saving measures, process enhancements, and automation opportunities to drive operational efficiency and maximize resource utilization. Represent our client at key industry events, conferences, investor meetings, and institutional client engagements, building brand credibility, expanding our institutional network, and contributing to overall business growth. What We're Looking For: The Ideal Chintai Operations Leader Experience: 7-12+ years of progressive experience in FinTech operations, fund management operations, institutional financial services operations, or blockchain-based financial solutions. Significant experience scaling operations at a FinTech company from Series A onward is essential. Scaling & Operational Excellence Expertise: Deep understanding of scaling operations for rapid growth in a regulated FinTech environment. Proven track record of designing and implementing scalable processes, driving automation, and optimizing operational workflows for maximum efficiency and client satisfaction. Deep Industry & Product Knowledge: Strong understanding of regulated financial services, fund/token issuance processes, custody solutions, settlement mechanisms, and ideally, RWA tokenization and blockchain technology. Must possess the technical aptitude to understand and articulate the our client's platform's value proposition and translate client needs into technical requirements. Exceptional Client-Facing & Relationship Skills: Highly polished and professional client-facing presence with proven ability to lead institutional client onboarding, manage complex relationships, and act as a trusted advisor to sophisticated financial clients. Must be comfortable and effective presenting to C-level executives and technical stakeholders alike. Regulatory & Compliance Acumen: In-depth understanding of financial regulations relevant to digital assets and securities, including SEC, MAS, and international jurisdictions. Experience working closely with compliance and legal teams to ensure operational processes meet rigorous regulatory standards. Strategic & Analytical Mindset: Strategic thinker with strong analytical and problem-solving skills, capable of making data-driven decisions and contributing to overall business strategy from an operational perspective. Leadership & Cross-Functional Collaboration: Proven leadership abilities with experience working effectively cross-functionally across compliance, finance, technology, product, and sales teams. Demonstrated ability to own execution, drive projects forward, and influence stakeholders at all levels. Communication & Presentation Mastery: Exceptional written and verbal communication, presentation, and interpersonal skills. Ability to clearly articulate complex technical and business concepts to diverse audiences, both internally and externally. Travel & Event Availability: Willingness and ability to travel and represent our client at industry events, client meetings, and investor engagements, both domestically and internationally. Education: Bachelor's degree in Finance, Business Administration, Technology, or a related field. MBA or relevant advanced degree is highly preferred. Bonus Points: Existing and relevant network within the Real-World Asset, tokenization, or digital asset ecosystem. Direct experience working with white-label SaaS platforms or financial marketplaces. Experience scaling operations for a retail-focused FinTech or marketplace platform (demonstrating understanding of broader market access). Deep understanding of various blockchain technologies and digital asset protocols. Specific experience with fund operations, custody solutions, or trade settlement systems for tokenized assets. What We Offer: The unique opportunity to be a foundational leader at a rapidly scaling FinTech company that is revolutionizing the future of finance through Real-World Asset tokenization. A high-impact, highly visible role with significant ownership and direct contribution to our client's success and global growth. Competitive executive-level compensation package including base salary, performance-based bonus, and significant equity participation. A dynamic, collaborative, and intellectually stimulating work environment with a world-class team of industry pioneers. The chance to build and scale a platform that will democratize access to wealth creation and investment opportunities globally. #J-18808-Ljbffr

Additional Job Description BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank. Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue. Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management. Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards. Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios. Identifies key market segments and leverages industry trends to drive business growth and expand the client base. Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making. Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions. Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments. Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling. Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Deep knowledge and technical proficiency gained through extensive education and business experience. Advanced level of proficiency: Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk Assessment Project Management Customer Service Problem Solving Negotiation Customer Relationship Building Expert level of proficiency: Financial Analysis Salary: $88,800.00 - $165,600.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #J-18808-Ljbffr

A leading tech company in San Francisco seeks a Senior Customer Success Manager. The role involves driving customer success through strong relationship management and technical guidance on cloud solutions. Candidates should have a strong background in customer success within technology and excellent interpersonal skills. This full-time position offers competitive pay and numerous benefits, including stock options and health insurance. #J-18808-Ljbffr

Are you looking for an opportunity to support a leading community and private bank serving Bay Area businesses, nonprofits, and individuals? Bank of San Francisco is seeking a Relationship Manager, Commercial Banking to become a critical part of our team. Location: San Francisco, CA Job Responsibilities: Develop and manage new and existing client relationships through superior client service. Keep up to date with local bank competition and community involvement. Act as personal concierge for all commercial banking clients, anticipating their needs and exceeding expectations. Meet established goals by keeping up to date on all Bank products and services, and recommending appropriate products and services to each client. Meet clients in person or on calls, demo products available to the client, and provide assistance with product setup. Collect and analyze information to determine credit worthiness of prospects; present loan recommendations to the Bank's Chief Credit Officer and loan committee(s) as appropriate. Establish, and negotiate when necessary, credit terms including cost, repayment method and schedule, and collateral. Take responsibility for processing and maintaining all loans in the portfolio (e.g., ensure loans are properly risk-rated, borrowers' financial reporting and payments are current). Represent the Bank at community, networking, and trade association functions. Team up with internal partners to enhance the client experience, through continuous improvements. Requirements: College or advanced degree in business or related field, or equivalent work experience. Operational knowledge of commercial banking services and regulations (e.g., credit; depository, cash management and loan products; BSA/AML). Knowledge of and ties to the San Francisco/Bay Area market. Excellent oral and written communication skills with absolute discretion. Proficiency with Microsoft Office, specifically Word and Excel; knowledge of Salesforce. Ability to organize and prioritize amid change. Strong credit and analytical skills. Attention to detail is critical. A high level of client service and interpersonal skills to communicate effectively throughout the Bank and to represent the Bank positively at all times. To apply please send your resume or inquiry to Sue at ************************** Base salary $110,000 - $160,000 with a highly competitive no cap incentive plan. BSF is an Equal Opportunity Employer. Recruitment, placement, and promotions are conducted without regard to an individual's race, color, religion, sex, national origin, age, physical handicap, veteran status or sexual orientation, or any other classification protected by Federal, State, and local laws & ordinances. We will consider qualified candidates with criminal history in a manner consistent with the requirement of the San Francisco Fair Chance Ordinance. All qualified applicants are encouraged to apply.

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 The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. This role is an FA Paid Resource. Skills Account Management Business Acumen Client Management Client Solutions Advisory Referral Identification Referral Management Relationship Building Administrative Services Client Investments Management Customer Service Management Process Simplification Required Qualifications Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support SAFE ACT Registration; ADV-2B Required Maintain at least one firm approved designation Possess and demonstrate strong communication skills Ability to lead through collaboration and influence without direct authority Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once Thorough knowledge and understanding of the suite of Wealth Management products and services Proven ability to manage risk and support sound decisions Ability to research escalated client issues for response/resolution Desired Qualifications Accounting experience/Personal Tax Planning or CPA experience Invested in personal development with the Private Wealth Management Team Bachelor's degree or higher in related field The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Age Age requirement: Must at least be 18 years of age. Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please contact us by calling **************. This is a dedicated line designed exclusively to assist job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days. Please note: Messages left for other purposes such as following up on an application or non-disability related technical issues, will not receive a response. #J-18808-Ljbffr

Tax Senior Manager, Private Client Services Job Description The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Job Duties: Reviews basic to complex individual and other tax returns Identifies and performs research when needed and reports and documents the analysis and findings Interacts directly with clients and their advisors Communicates with supervisors, engagement team and clients the status of projects Assists with administrative responsibilities including billing and cash collection activities, recruiting, attendance and participation in CPE activities and training Manages client engagements, supervises, and reviews work of team members Demonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client engagements and current tax developments Identifies tax planning and consulting opportunities Participates in and initiates business development and networking activities Manages and monitors key performance indicators (KPI's) as established by the business line Involves firm specialists and other business lines to increase cross service opportunities Other duties as required Supervisory Responsibilities: Supervises develops and trains employees Supervises associates, senior associates and managers on all projects Reviews work prepared by associates and senior associates and provides review comments Trains others on how to use all current software tools and PCS methodology Schedules and manages workload of associates and senior associates Acts as a Career Advisor to associates and senior associates Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, required Master's degree in Accounting or Taxation, preferred Addition Juris Doctorate (JD) or Master of Laws (LLM) in Taxation, preferred Experience: Seven (7) or more years of public accounting and private client services experience, required Public accounting experience working in the private client area, preferred License/Certifications: CPA or Licensed Attorney, required CFP or Masters in Tax, preferred Software: Experience with Gosystems and BNA Tax Planner, preferred Experience with the Microsoft Office Suite, preferred Language: N/A Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Detailed oriented Strong analytical, research and critical thinking skills Solid organizational skills, especially the ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously Ability to interact effectively with people at all organizational levels of the firm Basic knowledge of fundamental accounting, finance and tax principles General accounting knowledge and basic to intermediate tax knowledge General understanding of financial planning concepts Ability to effectively delegate work Capable of effectively developing and maintaining client relationships Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolution to clients Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $146,000 - $200,000 Colorado Range: $120,000 - $185,000 Maryland Range: $152,000 - $188,000 NYC/Long Island/Westchester Range: $175,000 - $205,000 Washington Range: $150,000 - $200,000 Washington DC Range: $156,000 - $200,000 About Us Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: Welcoming diverse perspectives and understanding the experience of our professionals and clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities *Benefits may be subject to eligibility requirements. Locations One Bush Street, San Francisco, CA, 94104, US 53 300 Park Avenue, San Jose, CA, 95110, US #J-18808-Ljbffr

Bristlecone is the industry's largest pure-play supply chain service provider. As the trusted partner for AI-first supply chain transformations, we specialize in empowering customers with tech-enabled solutions for planning, sourcing, and fulfillment. Through our consulting, platforms, and supply chain build and enablement expertise, we help Global 2000 organizations in the life sciences, retail, consumer goods, manufacturing, and high-tech industries drive visibility, resiliency, and efficiency across their supply chain. Guided by a consulting-led approach, we serve as strategic partners to customers throughout their supply chain transformation journey. With comprehensive advisory and implementation capabilities, we offer high-value consulting spanning domains, processes, and change management, ensuring tailored solutions that drive meaningful outcomes for each customer. Bristlecone is headquartered in San Jose, California, with locations across North America, Europe, and Asia. It is part of the Mahindra Group. Learn more at ******************* Equal Opportunity Employer Bristlecone is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status Privacy Notice Declarations for California based candidates/Jobs:: https://*******************/life-at-bristlecone/#careers Job Description: Client Partner - Google relationship The Client Partner is the CEO of a portfolio of business who is passionate about forming and driving successful client relationships and can successfully interact with senior executive level clients. Through their role, Client Partners focus on all aspects of client growth, relationship development, financial integrity, and quality delivery and execution of all engagements that drive organic growth and strong relationships. This individual manages growth and evolution of multiple client relationships and can lead complex multi-dimensional engagements that combine consulting, and large technology deployments. This person is a high-energy leader with the ability to grow client relationships through presenting new strategies and innovative ideas. The Client Partner is experienced in leading teams of both Client Service as well as service line professionals on multidisciplinary teams in a matrixed environment. These individuals also have a strong operational acumen in operating their clients business to meet financial and client satisfaction targets. Key Responsibilities Responsible for a portfolio of business in one of Bristlecone's most strategic and fast growing relationships Responsible for sales of SAP and other supply chain and related services to the client. Focus on developing new relationships in the client organization and converting them to opportunities and deals. Effectively manage all commercial aspects of the client relationship including contracts, pricing, profitability, internal revenue and profit forecasting. Accurately plan and forecast revenue growth to achieve their net revenue and margin targets. Develop and drive growth & account plans, processes, and strategies that improve results for clients, while growing the account portfolio. Continually increase knowledge of the client's business (and industry) often serving as the client's first line consultant. Provide leadership and direction to client and capability teams, fully leveraging all direct and indirect resources and ensuring optimal levels of productivity, service, communications, & quality in a matrix environment for assigned clients. Work closely with the sales team to develop proposal/presentation content and strategy for new business pitches. Effectively “on-board” new client relationships. Works to stay current with industry trends and best practices to proactively sell fit for purpose solutions and innovation. Qualifications: Relevant undergraduate degree required with advanced degree preferred. Unparalleled client relationship skills and business acumen - you must be able to earn Trusted Advisor status with clients. Experience in managing the Google relationship is highly desired. At least 10 years of experience in working with senior level client contacts. At least 5 years' recent experience in growing and managing complex client relationships. Experience working in a matrix environment and managing teams within a dynamic, fast-paced, and ever-changing environment.

Amazon Ads offers a rich array of advertising solutions to reach Amazon customers on Amazon.com, across our other owned and operated sites, including Twitch, and on other high quality sites across the web. If you're interested in joining a rapidly growing organization working to build a unique, world-class advertising group with a relentless focus on the customer, you've come to the right place. The Twitch Account Manager serves as the primary point of contact for advertising solutions on Twitch, managing the full advertising funnel from pre-sale consultation through campaign execution and reporting. This role combines strategic planning, client relationship management, and project management to deliver exceptional advertising experiences on the Twitch platform. We're looking for a results-driven Twitch Account Manager who is passionate about creating and executing innovative advertising solutions and building strategic partnerships with brands. As an Account Manager at Twitch, you'll be instrumental in navigating complex advertising challenges, identifying growth opportunities, and delivering measurable results that exceed client expectations. You'll own end-to-end client relationships, leveraging Twitch's unique platform insights to develop and execute customized advertising strategies that drive revenue. You'll work collaboratively across multiple teams including Sales, Product, and Brand Partnerships to develop and execute RFPs and proactive proposals. As the main point of contact both internally and with customers, you'll oversee projects from ideation through final execution. This highly dynamic role requires someone who can balance strategic thinking with tactical execution, managing the full advertising funnel from pre-sale consultation through campaign delivery and analysis. Your digital marketing expertise and ability to navigate the unique landscape of live-streaming content will be crucial in delivering value to our advertisers and contributing to Twitch's continued growth in the advertising space. Key job responsibilities * Drive Twitch advertising solutions by providing comprehensive pre-IO support and consultation in partnership with Twitch Account Executive * Develop and present strategic proposals with Twitch ad product recommendations * Forecast inventory and develop targeting strategy recommendations * Create compelling KOC decks featuring concepts, influencer recommendations, and production timelines * Lead communication between clients and internal teams to finalize campaign concepts * Generate new business opportunities in partnership with Twitch Account Executives * Manage creator sponsorships and Twitch promotional products * Provide real-time campaign troubleshooting and optimization * Ensure compliance with advertiser's brand safety requirements * Evaluate KPIs and optimize campaign delivery and performance using a data driven approach * Deliver campaign performance reports and conduct wrap-up calls with clients * Drive incremental revenue and increase advertiser satisfaction A day in the life * You will oversee Twitch programming including 'influencer' promoted broadcasts, tournaments, contests and sweepstakes, custom interactive digital products and custom commercials * You will be accountable for client relationships after the program has sold through, ensuring a good experience for our customers * You will you hit each milestone deadline, ensure expectations are set and all deliverables are met to make certain the client's vision is realized * Keep Sales apprised of all key issues, updated and relevant data throughout the campaign process * Work cross-functionally with sales and other Amazon partners to drive incremental revenue and increase advertiser Basic Qualifications - 3+ years of digital advertising and client facing roles experience - Experience managing multiple projects, prioritizing, planning, and managing time - Experience communicating clearly and concisely with leadership, stakeholders, and cross-functional teams - Experience identifying and resolving complex issues - Adept at solving problems that span business and technology - Influence process improvement that scales broadly; inventing and simplifying within existing processes Preferred Qualifications - 5+ years of digital advertising and client facing roles experience - Bachelors' degree in Marketing, Advertising, Business; MBA is a plus - Excellent organizational, relationship-building, and communication (written and verbal) skills - Proven track record of delivering results (including revenue targets) and significantly contributing to advertiser revenue growth Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status. Los Angeles County applicants: Job duties for this position include: work safely and cooperatively with other employees, supervisors, and staff; adhere to standards of excellence despite stressful conditions; communicate effectively and respectfully with employees, supervisors, and staff to ensure exceptional customer service; and follow all federal, state, and local laws and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations and the Company's reputation. Pursuant to the Los Angeles County Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit ********************************************************* for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner. Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $56,000/year in our lowest geographic market up to $108,800/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit ******************************************************* . This position will remain posted until filled. Applicants should apply via our internal or external career site.

Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 750,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data, and AI with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners, and communities. Visit us at ****************** In Strategy & Consulting we work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Our deep industry and functional expertise is supported by proprietary assets and solutions that help organizations transform faster and become more resilient. Underpinned by technology, data, analytics, AI, change management, talent, and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization's total enterprise reinvention. Financial Services Payments Practice The Payments practice is a part of the Financial Services North America Banking Client Service Group, which provides consulting and outsourcing services to retail banking and payments clients throughout the U.S. and Canada. We serve more than 600 unique clients in 24 countries including banks, networks, merchants, and fin-techs, payment platforms. Accenture's North American Payments practice is responsible for driving Accenture's go-to-market strategies and offerings for our US and Canadian clients, bringing our best offerings and leveraging our global payment practices and experience. These offerings include: Payment Innovation (e.g., digital payments, wallets, etc.) Card Issuing Retail Bank Payments Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering strategic solutions that achieve compliance, mitigate risks, and seize revenue growth opportunities. Key Responsibilities: Develop world-class business and technology solutions for Consumer and Commercial Payments clients across a wide range of payment methods. Conduct operating model assessments (people, process, org) and client needs assessments. Perform vendor assessment and due diligence of packaged platforms, e.g. Card platforms, Pricing & Profitability and Workflow solutions, Treasury Management portals Participate in process design, requirements gathering, and functional design as part of Payments systems implementation engagements. Serve as a business architect during client engagements. Participate in the development of best-in-class, reusable assets. Participate in business development to originate new client opportunities. Must be willing to travel up to 80% (Monday - Thursday) Qualification Here's What You Need: * 5+ years of relevant experience in one or more specific payment areas in any of the following payment domains: o Card: Private label, Credit, Online Debit, Offline Debit, Prepaid, ATM, Acquirer/Issuer o Retail: P2P, Bill Payment, Mobile Payments, Electronic Bill Presentment, Micro Payments o Electronic: ACH, Domestic Wire, International Wire, Fedwire/CHIPS, SWIFT o Cash / Treasury Management: Sales, Relationship, Operations and/or Product Delivery * 5+ years' experience with consulting project delivery including managing or creating project deliverables, and managing projects within timelines and budgets within management consulting or industry experience within a large commercial bank or payment provider. Preferred Qualifications: Industry experience within Consumer, Commercial or new payment flows. Demonstrated business and technology expertise across the end-to-end payment lifecycles and operating models Successful track record of performing operating model design, business process design, and system functional design. Experience with vendor platforms enabling seamless delivery of payments products is preferred. Ability to develop and manage relationships with client management. Payments industry expertise in alternative/emerging payments Understanding of end-to-end payments lifecycle Business Architecture - Applied in solution planning, and requirements definition and analysis Baseline understanding of the principles of technology Requirements Analysis Functional Design Professional Skills Required: Proven ability to work independently and as a team member Proven ability to work creatively and analytically in a problem-solving environment Excellent leadership, communication (written and oral) and interpersonal skills Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. Role Location Annual Salary Range California $94,400 to $293,800 Cleveland $87,400 to $235,000 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Maryland $94,400 to $253,800 Massachusetts $94,400 to $270,300 Minnesota $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 Locations

A global financial institution is seeking a Vice President or Executive Director for their U.S. Private Bank in San Francisco. The role involves advising clients on wealth management, building relationships, and generating new business. Candidates should have over six years of experience in Private Banking and a Bachelor's Degree, along with required licenses. This position offers a competitive total rewards package and opportunities for career advancement. #J-18808-Ljbffr

Description & Requirements Bloomberg is a global leader in business and financial information, news, and insight. We use innovative technology to deliver trusted data and bring transparency to the financial markets. Customers around the world rely on us for the information and tools they need to make critical investment decisions and stay connected across all sides of the financial community. With over 20,000 employees across 176 offices globally, we provide the platforms and systems that enable our teams to work together with agility, productivity, and collaboration-no matter where they are. The Bloomberg Financial Solutions department, made up of more than 5,000 employees, ensures success for our customers and employees alike. Our team covers key pillars including sales, service, operations, culture, and brand. United by a common goal, we focus on creating meaningful client relationships by understanding their needs and providing exceptional end-to-end support-from sales and implementation to ongoing relationship management. The Opportunity: BloombergNEF (BNEF) is seeking an experienced, highly motivated individual to join our North America commercial team as an Account Manager. The candidate will manage clients across the financial industry, both buy-side and sell-side, and collaborate with BNEF and Bloomberg Core colleagues on global client relationships. This position is based in New York, with frequent travel to meet clients and attend industry events. Our Team: BloombergNEF (BNEF) is a strategic research provider focused on global energy markets and the transformative technologies shaping the future of energy. Our coverage assesses pathways for the power, transport, industry, buildings, and agriculture sectors as they adapt to the energy transition. We help commodity trading, corporate strategy, finance, and policy professionals navigate change and identify opportunities. BNEF is a business unit of Bloomberg L.P., with over 250 staff based in London, New York, Houston, San Francisco, Washington D.C., Beijing, Hong Kong, Munich, New Delhi, São Paulo, Singapore, Sydney, Tokyo, and Zurich. To succeed at BNEF, we need people who can work in a collaborative manner with multiple stakeholders, while being independent thinkers who take ownership of client challenges. We look for innovative yet pragmatic problem-solvers who can turn big ideas into real insights and impact. Working here can be fast-paced and sometimes chaotic, so we value teams that are both dynamic and structured-creative, focused, and fun. The Role: The Account Manager will manage BNEF client accounts, working closely with the Bloomberg Terminal sales team in the region. This is a client-facing role supporting BNEF's growing client base, primarily within the finance community, with additional exposure to power and utilities. You will help retain, engage, and expand client relationships, including growing and renewing existing accounts and assisting in meeting our growth targets. You'll play a key role in connecting the dots between BNEF's research, the Bloomberg Terminal product, and customer needs. Ideally, the candidate will have a strong understanding of the evolving energy transition and growing energy demands across North America. You should have excellent interpersonal skills, an intellectual curiosity about sustainability and energy markets, and the ability to manage multiple priorities in parallel. Responsibilities: Design and execute customer success strategies across accounts-focused on retention, engagement, and growth Proactively deliver value to subscribed users and key executives of influence Provide exceptional customer assistance and client service Collaborate with colleagues in Bloomberg's core terminal business to grow and expand relationships and pursue new leads Travel for face-to-face client and prospect meetings within the territory Coordinate and host client events, handling invitations and logistics Respond to client requests efficiently and ensure quick turnaround Assist in the preparation of major sales activities, including content presentations to senior audiences Provide constructive feedback to product and analysis teams regarding client needs Manage client proposals and contracts You'll Need to Have: Bachelor's degree (minimum) Minimum of 3 years of experience building industry relationships and exceeding sales targets Strong interest and experience in the energy market Desire and ability to travel for client meetings Proven ability to work on parallel tasks and collaborate across teams Exceptional attention to detail We'd Love to See: Excellent interpersonal skills Experience managing client relationships Experience using the Bloomberg Terminal Familiarity with LinkedIn Sales Navigator or similar sales tools Relevant experience within the energy or sustainability sectors What It's Like to Work Here: We work hard and set ambitious goals. Bloomberg is a meritocracy-where everyone has a voice, not just a job title. Working with people you trust, respect, and can collaborate with is more important than hierarchy. Things move fast, and we want people who thrive in a high-energy environment. But it isn't all about work. Giving back is one of our core values, and we offer many opportunities to get involved in philanthropic initiatives-from helping local school kids with their reading to cleaning up parks and waterways. Salary Range = 90000 - 130000 USD Annually + Benefits + Bonus The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level. We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns. Discover what makes Bloomberg unique - watch our podcast series for an inside look at our culture, values, and the people behind our success.

About the role Antithesis is hiring Account Managers to own customer relationships after close. You will be joining a growing global team of talented Account managers, reporting to the Head of Customer Growth, partnering and working closely with Sales, Customer Experience, and Product. You help shape how post-sales account management works at Antithesis. You take responsibility for renewals and expansion from day one. You work with deeply technical customers: Engineers and Engineering Leaders, CTOs and CEOs. This is a quota-carrying role. You own revenue outcomes. What you will do: Own a book of business from initial handoff through onboarding, adoption, renewal, and expansion Carry a quota tied to renewals and expansion Drive on-time renewals with clear forecasting Identify, scope, and close expansion opportunities Build trusted relationships with customers Help guide customers through onboarding, adoption, and value realization Lead post-sale commercial conversations Own renewal terms, pricing, and expansion proposals Partner with Customer Success and Customer Experience Surface product feedback grounded in customer usage Track account health, risk, and growth signals Contribute to renewal and expansion playbooks Operate with ownership in an early-stage environment What success looks like: Strong gross and net retention Predictable renewal forecasting Expansion driven by real customer value Long-term customer relationships Clear ownership and follow-through No surprise churn through early risk identification and proactive ownership Requirements: 5+ years experience in a quota-carrying Account Manager role Experience at a B2B SaaS company Direct ownership of renewal and expansion quotas Proven record of meeting or exceeding ARR retention and growth targets Experience managing a defined book of business Experience running renewal and expansion deal cycles Comfort owning pricing, terms, and commercial negotiations Experience selling to existing customers, not prospects Ability to work with technical buyers and stakeholders Strong forecasting discipline and pipeline management Comfort operating in a fast-moving startup Strongly preferred Experience with highly technical products, developer tools or infrastructure products Experience working with engineering-led customers Experience with usage-based or platform SaaS This role is not A Customer Success role without quota A support or relationship-only role A training role for first-time sellers Equal Opportunity Statement We are an equal opportunity employer and value a diverse, inclusive workplace. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital or veteran status, pregnancy, disability, or any other protected characteristic. We are committed to providing reasonable accommodations throughout the application and employment process. Notice to Recruiters and Agencies Under no circumstances will Antithesis pay a fee for candidates submitted or presented without a signed recruiting agreement in place between Antithesis and the recruiter or agency prior to submission. Any submission must be for a requisition specifically and individually assigned in writing by Antithesis' People Department. In the event that candidate(s) are submitted or presented to Antithesis by a recruiter or agency without both a signed agreement and written assignment from Antithesis, Antithesis expressly reserves the right to pursue and hire such candidate(s) without any financial obligation to the recruiter or agency.

Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people in more than 160 countries. **Working at Abbott** At Abbott, you can do work that matters, grow, and learn, care for yourself and family, be your true self and live a full life. You'll also have access to: + Career development with an international company where you can grow the career you dream of. + Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year. + An excellent retirement savings plan with high employer contribution + Tuition reimbursement, the Freedom 2 Save (******************************************************************************************************* student debt program and FreeU (*************************************************************************************************************** education benefit - an affordable and convenient path to getting a bachelor's degree. + A company recognized as a great place to work in dozens of countries around the world and named one of the most admired companies in the world by Fortune. + A company that is recognized as one of the best big companies to work for as well as a best place to work for diversity, working mothers, female executives, and scientists. **The Opportunity** This is a field-based position, supporting Abbott's Vascular division. Abbott Vascular provides innovative, minimally invasive and cost-effective products for treatment of vascular disease. Our extensive portfolio includes drug-eluting stents, guide wires, balloon dilatation catheters, imaging catheters and software, vessel closure devices, peripheral stents, thrombectomy catheters and atherectomy devices. We currently have an opportunity available for an **Account Manager, Coronary,** **in San Francisco, CA.** This role will be responsible for ensuring that the assigned territory meets or exceeds sales objectives and delivers profitable growth/market share expectations aligned with the Annual Plan. The Account Manager will work with, and report to, the Regional Sales Director to identify/evaluate market opportunities, business potential, and to achieve annual sales objectives in assigned territory. This individual will coordinate activities with Clinical Specialists, negotiate contracts with hospital customers, and keep the company informed of market dynamics & competitive activity. **What You'll Work On** + Primary responsibility is to lead all commercial selling activity for the assigned territory by focusing on Interventional Cardiologists to promote the complete Coronary portfolio including atherectomy, carotid, PCIO, DES and base coronary and future product releases. This includes influencing stakeholders within the hospital, driving product utilization, support on contracting, relationship development, relationship management, market development and serving as the primary owner for sales target achievement of the designated territory. + Secondary responsibility is to support clinical selling activity and some procedure case service. This includes selling on clinical differentiation in the procedure, value proposition, product launch, physician onboarding, early case coverage and training. + Influence stakeholders within the hospital setting. + Drive product utilization in key growth categories and driving sales/placement of capital to support product utilization. + Support contracting efforts to gain favorable positions in accounts within the territory. + Drive market development in new product segments and new product launches. + Meet with current and potential customers to fulfill revenue and unit growth objectives assigned by company on a monthly / quarterly /annual basis. + Develop and implement sales strategies by determining the relevant factors (e.g., product, competition, and pricing needs) of existing and potential accounts to effectively promote the company's products to appropriate hospital personnel and physicians. + Develop action plans (i.e., weekly, quarterly, monthly) by analyzing quarterly and monthly sales figures and reports identifying the needs of accounts and discussing issues with the Regional Sales Director to help the organization achieve its sales goals. + Develop relationships with hospital personnel and identify key purchasing decision makers in order to facilitate sales growth. + Strengthencustomerrelationshipsbyperformingsalessupportactivities(e.g.,producttraining,therapyawareness.,educationevents). + Build networks of contacts to stimulate interest in the company's products by attending and participating in trade shows, educational conferences, and seminars. + Maintain clinical and technical expertise by attending company product training sessions. + Prepare and submit reports to sales management by analyzing and compiling data, projections, and other relevant information. **Required Qualifications** + Bachelor's degree or equivalent combination of education and experience + 3-5+ years of related work experience + Ability to travel 50% within assigned region **Preferred Qualifications** + Preferred background includes prior experience selling in the medical device industry Apply Now (****************************** **Learn more about our health and wellness benefits, which provide the security to help you and your family live full lives:** ********************** (http://**********************/pages/candidate.aspx) Follow your career aspirations to Abbott for diverse opportunities with a company that can help you build your future and live your best life. Abbott is an Equal Opportunity Employer, committed to employee diversity. Connect with us at ************** , on Facebook at *********************** and on Twitter @AbbottNews. . The base pay for this position is $61,300.00 - $122,700.00. In specific locations, the pay range may vary from the range posted. An Equal Opportunity Employer Abbot welcomes and encourages diversity in our workforce. We provide reasonable accommodation to qualified individuals with disabilities. To request accommodation, please call ************ or email ******************

A leading FinTech recruitment firm is seeking a Director/Senior Director of Client Solutions & Strategic Partnerships. The role involves driving operational strategy for a rapidly scaling company. Ideal candidates will have 7-12 years of experience in FinTech, expertise in client engagement, and a strong understanding of regulatory compliance. Competitive compensation and the opportunity to influence future finance transformations are offered. #J-18808-Ljbffr

A leading financial institution in San Francisco seeks a Relationship Manager to support Financial Advisors in enhancing client relationships. Responsibilities include attending client meetings and assisting in investment strategies. Required qualifications include Series 7 and SAFE ACT registration. Candidates must have strong communication skills and a minimum of a high school diploma. This position offers a collaborative work environment with opportunities for growth. #J-18808-Ljbffr

A leading accounting firm is seeking a Tax Senior Manager to provide tax compliance and consulting services for high net worth clients. The successful candidate will be responsible for managing client engagements, supervising team members, and identifying tax planning opportunities. Ideal candidates will have a Bachelor's degree in Accounting, CPA certification, and over 7 years of relevant experience in public accounting and private client services. This role offers competitive salaries and opportunities for significant professional growth. #J-18808-Ljbffr