Relationship manager jobs in Scottsdale, AZ - 1,394 jobs

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 7 50 ,000 people serving clients in more than 120 countries. We combine our strength in technology 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 Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. As of 2023, we have been recognized among Fortune's World's Most Admired Companies for 20 consecutive years. And that's just the beginning. Your career is about what you want to be and who you want to be. It's about bringing your skills, your curiosity, and your best true self to your work. Visit us at ****************** We Are: In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms, and partnerships to help bring ideas to life. Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Commercial Credit Servicing Banking Manager will be focused on supporting the development of our offerings and the delivery of consulting projects. Responsibilities include: + Industry experience within business, commercial, or corporate banking segments. + Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. + Support Commercial Banking Transformation programs - including strategy development, operating model changes, and technology implementations + Manage all parts of projects, from client buy-in to planning, budgeting, and execution. + Source and coordinate work from other internal workforces. + Develop our next-generation Wholesale credit technology offerings. + Become a trusted advisor for C-suite clients looking to solve critical business problems. + Drive business development to originate new client opportunities. + Build your reputation as an industry thought leader. + Travel, as required, up to 80%. Here's What You Need: + Minimum of 5 years of relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development + Minimum of 5 years of commercial credit (sales, operations, origination, servicing, portfolio management, trading) project management experience with relevant systems + A Bachelor's degree Bonus Points If You Have: + Extensive transformation strategy or operating model design experience in commercial banking. + Launched new product offerings in the banking industry. + Built next-generation analytic capabilities (e.g., GenAI, data models) for commercial banking business. + Advanced degree or financial industry certification. + Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. + Demonstrated experience developing and managing relationships with senior client executives. + Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle. + Structured problem-solving and ability to simplify complex initiatives to improve execution. + Experience with Next-Gen Technologies supporting Commercial Banking (e.g., nCino , Loan IQ, AFS, ACBS) Professional Skills + Proven ability to operate within a collaborative environment. + Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian. + High energy level, focus, and ability to work well in demanding client environments. + Excellent communication (written and oral) and interpersonal skills. + Strong leadership, problem-solving, and decision-making abilities . + Unquestionable professional integrity, credibility, and character. What's in it for you? + You will be part of a diverse, vibrant, global Accenture community; teams pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters. + At Accenture, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design. + Accenture will continually invest in your learning and growth. You'll learn from and work with Accenture's certified practitioners and Accenture will support you in growing your own tech stack, sales skills, and certifications. + You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies. 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 in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington 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 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Minnesota $94,400 to $253,800 Maryland $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 What We Believe We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment. Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here (*********************************************************************** Equal Employment Opportunity Statement Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Accenture is committed to providing veteran employment opportunities to our service men and women. For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement (********************************************************************************************************************************************** . Requesting An Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at ****************, send us an email (************************************************* or speak with your recruiter. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio. **Job Responsibilities:** + Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition. + Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives. + Maintaining detailed understanding of the customers' business, their organizational goals and objectives. + Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities. + Interface with various divisions of American Express to develop and implement customized and strategic account plans. + Achieve portfolio growth and retention targets. + Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders. + Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions. + Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth. + Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients. + Identify and develop relationships with decision-makers within client organizations to influence program management and growth. **Qualifications:** + Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following: + Must possess a sense of urgency to drive results. + Experience with managing complex and challenging clients. + Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio. + Demonstrate a deep resilience to drive results and win. + Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process. + Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth. + Proven relationship management skills demonstrating a comfort level and effectiveness in seeking out and establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies + Demonstrate effective oral and written presentation and communication skills, with the ability to influence internal and external partners. + Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance. + Ability to effectively present products, technical solutions, and financials to clients in a strategic manner. + Must be able to work in a virtual environment + Ability to effectively influence and manage change and display solid leadership skills. + Sells with integrity, in alignment with compliance and internal partner business requirements. **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 25023645

Airgas is hiring for a Account Manager in Phoenix, AZ! At Airgas, we are committed to building a diverse and inclusive workplace that embraces the diversity of our employees, our customers, patients, community stakeholders and cultures across the wor Account Manager, Manager, Sales Associate, Management, Diversity, Manufacturing, Accounting, Territory

Before we opened Strive Pharmacy we were unsatisfied with the current state of the pharmaceutical industry. Most of the current pharmaceuticals only offer a one size fits all approach and often come with unwanted and potentially dangerous side effects. We found that through compounding we can offer a much more personalized solution to medicine. Through this we have been able to help patients get the results they are seeking for their personal needs. After years of working for corporate chains we took the risk and opened Strive Pharmacy. We are dedicated to providing a better experience for each customer and clinic that we work with. Come see the Strive difference. Our Mission We're flipping the script with personal medicine. We strive to interrupt an industry that has been closed to personalized care, accessibility, and nuance for too long. We strive to shift a reactive view of self-care and ignite a proactive baseline-shifting approach to health for all. ‘The human element' is our crux and catalyst, driving all that we do, whether we're interacting with patients, providers, or practices. We're here to partner with those ready for a change. More than a compounding pharmacy, we're on a mission to positively disrupt healthcare as we know it. Strive is about more than medicine. Strive is about striving for the personal side of healthcare. Location: 120 W 1st. Ave, Mesa, AZ Hours: Will be discussed between the hours of 8:00am - 5:30pm Position Type: Full-Time, with continued flexibility into hybrid work as you train and acclimate to the role. Pay: $55,000 - $70,000 Position Overview The Client Relationship Manager (CRM) is responsible for managing and nurturing relationships with the company's customers to ensure their satisfaction and retention. This role involves acting as a liaison between customers and internal teams to guarantee that customer's needs and goals are met effectively. The CRM will focus on service delivery, customer satisfaction, and operational efficiency. Key Responsibilities: ● Develop and maintain strong relationships with key clinic stakeholders. ● Act as the primary point of contact for assigned clinics, ensuring clear and effective communication. ● Provide timely and accurate information to clients regarding products, services, and policies. ● Conduct regular meetings with clinics to review their needs, satisfaction, and service delivery. ● Provide updates such as delays, new product launches, and any news related that could directly affect their business. Service Delivery and Operational Efficiency: ● Coordinate with internal teams to ensure timely and accurate delivery of services to patients/clinics. ● Educate clients on best practices and product features to enhance their experience and usage. ● Monitor and optimize operational processes to enhance service quality and efficiency. ● Address and resolve clinic issues and operational challenges promptly by pairing with the Client Experience Manager ● Collaborate with internal teams (e.g., data entry, customer service, product development, and shipping) to ensure client requirements are understood and met. This can include meetings with lab departments to give projections for products over time to guarantee sufficient inventory. Client Satisfaction and Feedback: ● Gather client feedback to understand their satisfaction levels and areas for improvement. ● Implement changes based on client feedback to enhance service delivery. ● Conduct clinic satisfaction surveys and report findings to senior management. Required: ● Active pharmacy technician license in the state you are located in/will be working out of ● Active national pharmacy technician certification (PTCB/ExCPT) or be willing to obtain one within 90 days of employment (at your own expense) ● Minimum of 2 years of hands-on experience in a pharmacy setting ● Exceptional customer service abilities, with a focus on patient care Preferred: ● Strong verbal and written communication ● High level of professionalism and adherence to workplace etiquette ● Superior organizational skills, with attention to detail and efficiency Annual Salary$55,000-$70,000 USDBenefits/ Perks Strive Pharmacy provides a comprehensive benefits package that encompasses various perks such as employer paid healthcare coverage available after 30 days of employment, the choice of an FSA/HSA, a voucher for new hire scrubs (if applicable), parental leave, a 401(k) plan with matching contributions, and the benefit of weekends and holidays off. FREE COMPOUNDED MEDS to employees and immediate family members. Culture At Strive, culture plays a fundamental role in shaping our workplace atmosphere. Beyond our exceptional benefits package, we foster a sense of community. Throughout the year, we arrange various holiday potlucks and festive celebrations. Strive is committed to promoting both personal and professional development, striving for our employees to excel and grow in every aspect of their lives, both within and outside of the workplace. EEO Strive Pharmacy is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristics as outlined by federal, state or local laws. Disclaimer*** Please do not call the pharmacy location with questions about your application or interview. A talent acquisition partner will reach out to you.

Job DescriptionLessen is the tech-enabled, end-to-end property service provider that is transforming how commercial and residential real estate services are delivered and managed at scale. Lessen's technology platform provides data-driven insights that unlock key growth opportunities for the entire real estate ecosystem-including investors, owners, managers, and service providers. The company leverages a network of over 30,000 vetted, qualified vendors (Lessen Affiliates) serving clients with over 1 million properties and completing more than 3.5 million work orders annually across an expanding range of services. Lessen, LLC is a venture-backed, privately held company with offices in Scottsdale and Chicago. Job SummaryThe Regional Relationship Manager assists the department and leadership in achieving profitable business results through key KPI metrics. This role is responsible for the oversight of customer portfolio, vendors, and ensuring relationships are created and developed with our clients. This role also analyzes data used to align vendors in their geographic areas to reduce risk, and improve performance and profitability. Responsibilities· Develop negotiation strategies and participate in negotiations with vendors on price, delivery, terms, etc.· Provide supporting data and analytics to ensure informed decisions are made when choosing vendors· Conduct data analysis to support management of vendor base; provide in-depth vendor performance analysis· Uncover/understand client objectives, challenges and needs by performing regular client needs assessments· Proactively and reactively manage vendor relationships; leverage internal resources to enhance relationships · Minimize cost and maximize value in the sourcing process via leveraging strategic sourcing, negotiations, etc. · In project checks pre & post with focus on Quality Control. · Assist Estimation and Project teams with any market issues as well as previewing front and back end projects when necessary. · Interact cross-functionally with all other departments and serve as an effective and value-added service for the entire organization· Handles moderately complex issues and problems with a sense of urgency; appropriately identifies and escalates issues to department leadership· Perform work under general supervision; carefully reviews the details and accuracy of work performed · Travel expected up to 40% of the time· Performs ad-hoc projects and other duties as assigned Role Specific Skills· Computer Skills: Microsoft Word, Excel, PowerPoint, · System Experience: Reno Walk, Scopesy, etc QualificationsMinimum Qualifications· High School Diploma or greater · 4 years of experience in Construction, Quality Control, Customer Service, or similar Why Lessen:· Competitive compensation· Health, Dental, Vision, Life, Disability options· 401K retirement savings plan· Paid vacation, federal and floating holidays· Maternity/Paternity Pay· Career advancement opportunities· All the tools you'll need to be successful Lessen is intentional about attracting, developing, and retaining amazing talent from diverse backgrounds. We're looking for teammates that are enthusiastic, empathetic, curious, motivated, reliable, and will help us amplify the positive & inclusive culture we've been building. Lessen is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Education Vertical Leader We are seeking an experienced consulting leader to head our Education Vertical. Robots & Pencils blends cloud-native infrastructure, human-centered design, and pragmatic AI to deliver measurable outcomes for clients. The Education Vertical Leader will own the end-to-end performance of the education industry portfolio, including P&L, client satisfaction, sales growth, and delivery excellence. Responsibilities · Own P&L responsibility for the Education Vertical, ensuring revenue growth, profitability, and high client satisfaction. · Build and expand senior executive relationships across higher education, K-12, and edtech clients. · Oversee account management, project delivery, and client outcomes across all education accounts. · Lead and mentor a team of account managers, project managers, and product managers. · Collaborate with Engineering and Experience (UX/UI/Creative) practice leaders to deliver high-quality client programs. · Drive sales expansion within existing accounts while identifying new opportunities in the education sector. · Ensure delivery excellence and pragmatic application of cloud and AI technologies to client challenges. · Represent the firm as a thought leader in education, client forums, and industry events. Qualifications · 12-18 years of professional services experience, with strong delivery leadership at top consulting firms (e.g., Accenture, EY, etc.). · Proven track record of growing client accounts and delivering large-scale transformation programs. · Direct experience working in or with the education sector (higher ed, K-12, or edtech). · Strong understanding of cloud-native platforms and applied AI; able to guide clients in adoption and outcomes (SME-level expertise not required). · Career path that combines large consulting firm experience with leadership in mid-sized consulting environments. · Excellent client relationship skills, with the ability to engage senior executives and influence strategic decisions. Preferred Experience · Background that includes both large-scale consulting (4-6 years at a firm like Accenture, EY, or similar) and hands-on leadership at mid-sized professional services firms. · Experience at a cloud provider (e.g., AWS) or within an innovation-focused consulting group. · Strong presence in the Phoenix/Scottsdale or Salt Lake City markets, with established professional networks. Location & Travel · Based in Phoenix/Scottsdale, AZ or Salt Lake City, UT. · Willingness to travel regularly and engage face-to-face with clients.

The world of payment processing is rapidly evolving, and businesses are looking for loyal and strategic partners, to help them grow. Meet Nuvei, the Canadian fintech company accelerating the business of clients around the world. Nuvei's modular, flexible and scalable technology allows leading companies to accept next-gen payments, offer all payout options and benefit from card issuing, banking, risk and fraud management services. Connecting businesses to their customers in more than 200 markets, with local acquiring in 50 markets, 150 currencies and 700 alternative payment methods, Nuvei provides the technology and insights for customers and partners to succeed locally and globally with one integration. At Nuvei, we live our core values, and we thrive on solving complex problems. We're dedicated to continually improving our product and providing relentless customer service. We are always looking for exceptional talent to join us on the journey! Your Mission We are looking for a Relationship Manager to join our fast-growing iGaming team. Reporting to our VP of Relationship Management, you will be supporting the team on maintain and growing a portfolio of iGaming clients within the North American space. As a Relationship Manager, you will play a critical role in driving client success by fostering strategic partnerships, optimizing performance, and supporting some of the most respected brands in gaming, ecommerce, and fintech. Key Responsibilities - Be an expert in ecommerce and payments with direct, relevant experience ideally in card acquiring, Alternative Payments, gateway and treasury related services. - Have a minimum of 5+ years experience in the payments industry. - Have responsibility for continually raising the standard across the Relationship Management team as well as internal Nuvei teams to become commercial, product, and payment experts of the gaming space. - Commercially orientated; adept at selling complex, technology-based solutions. - Able to quickly form new and meaningful relationships externally and internally. - Highly numeric with an ability to review transaction and commercial data to understand trends and generate business insights and meaningful recommendations. - Comfortable operating in a fast paced and demanding environment where solutions are not always immediately obvious. - Be able to roll up your sleeves to create and document internal and external processes and procedures that outline how we as a team can best support our clients operationally. - Adept at engaging with and presenting to C-Level stakeholders. - Be able to travel with some regularity within N America for quarterly business reviews, customer meetings and industry events. Requirements - 3+ years experience in the gaming payments industry - Have worked in and understand the challenges and opportunities within the fast-moving US and Canadian iGaming industry. - Ability to forge new successful ways of working. - Be genuinely curious to continually learn- about our industry, our customers and our company - Proficient with Microsoft Excel and PowerPoint

Commercial Relationship Manager (RM) is responsible for business development and relationship management for business members primarily in the commercial middle market ($1MM - $5MM). The RM will grow and manage a portfolio of complex business relationships. Responsibilities include the acquisition of new business through active calling on centers of influence to solicit referrals, calling on targeted prospects and effectively managing and growing existing complex relationships. Salary range is $109,000.00 - $144,016.95/annually. Job Grade, EX 16(B). Final salary is dependent on a candidate's experience and qualifications. QUALIFICATIONS: Minimum Education & Experience Requirements: * A Bachelor's Degree in Business Administration, finance or related field, or equivalent work experience * Five (5) years of direct business relationship management experience with emphasis on commercial real estate, complex credit and middle market business lending Additional Preferred Education & Experience: * Credit analysis or financial statement analysis experience related to business lending i.e. In-house commercial training program or formal credit training program, such as RMA, Omega, or Pacific Coast Banking School Minimum Knowledge and Skill Requirements: * Excellent communication skills, both written and verbal * Strong knowledge of loan products and processes with emphasis on Commercial Real Estate, i.e. Business Term Loans, and SBA guaranty loans, and Lines of Credit, etc. * Ability to cross-sell products, along with proven sales and product expertise with business clients * Possess advanced relationship management, new business development and sales prospecting skills * Possess a good understanding of which types of businesses are a good fit for the loan products and deposit services that our Credit Union offers * Strong organizational time management skills with ability to grasp concepts and processes quickly * Strong teamwork skills, both within Business Dept. and all Credit Union departments * Strong problem solving skills; understanding when to elevate situations to supervisor for assistance * Member focused with excellent interpersonal skills and communication skills COMPETENCIES: * Customer Focus * Negotiating * Integrity and Trust * Written Communications * Self-Development * Time Management WORKING CONDITIONS/ENVIRONMENT: The job requires the employee to sit and stand a majority of the time. Infrequent lifting of up to 25 pounds may be required. The incumbent must have their own transportation and a valid driver's license and insurance. The position will require frequent travel to branches and business locations. Some travel will include our Maricopa and Pinal Counties. The employee must be able to work a minimum of five-day workweek (40 hours) with availability for nights and/or weekends as required. OTHER REQUIREMENTS: Must comply with all aspects of the Bank Secrecy Act. MAJOR ACCOUNTABILITIES AND TASKS: 1. Acquires business loans and deposit accounts - Prospect in an assigned territory to bring in new business members, and develop a referral network; i.e. [Branch and/or Corporate employee referrals; CPAs, Commercial Real Estate Brokers; Chamber of Commerce and other community contacts] to expand the business member base of loans and deposits. 2. Develops, services, and retains relationships with small business members. Retention of the member base through value added and exceptional service is required. 3. Expands and retain relationships - Profile new and existing business members to ensure cross-sell of deposits, cash management, loans, and other credit union products. Follow up on all business accounts to ensure the full opportunity has been captured. 4. Works with other departments to uncover sales opportunities both current and potential business members. Make referrals to branches and other departments; i.e. Investments, consumer loans, etc. 5. Consistently provides a high level of member service to business members. 6. Manages profit and loss risk associated with portfolio, including loan grading, loan pricing. Makes decisions on NSF/Overdraft business checking accounts for pay or return directive. 7. Works directly with Business Loan Processor to insure the timely, accurate delivery of documentation as it pertains to loan closings and audits. 8. Serves as a resource for less experienced RMs and branch employees. 9. Performs other duties as assigned. About Us: At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive. Benefits And Perks: * Health Coverage - We offer medical, dental and vision coverage for you and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services). * Paid Time Off and Holidays - Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave. * Retirement Savings - Generous 401k Plan. * Development Activities - We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate. * Tuition Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor's or Master's Degree. Equal Opportunity Employer Veterans Disabled

Commercial Relationship Manager (RM) is responsible for business development and relationship management for business members primarily in the commercial middle market ($1MM - $5MM). The RM will grow and manage a portfolio of complex business relationships. Responsibilities include the acquisition of new business through active calling on centers of influence to solicit referrals, calling on targeted prospects and effectively managing and growing existing complex relationships. Salary range is $109,000.00 - $144,016.95/annually. Job Grade, EX 16(B). Final salary is dependent on a candidate's experience and qualifications. QUALIFICATIONS: Minimum Education & Experience Requirements: • A Bachelor's Degree in Business Administration, finance or related field, or equivalent work experience • Five (5) years of direct business relationship management experience with emphasis on commercial real estate, complex credit and middle market business lending Additional Preferred Education & Experience: • Credit analysis or financial statement analysis experience related to business lending i.e. In-house commercial training program or formal credit training program, such as RMA, Omega, or Pacific Coast Banking School Minimum Knowledge and Skill Requirements: • Excellent communication skills, both written and verbal • Strong knowledge of loan products and processes with emphasis on Commercial Real Estate, i.e. Business Term Loans, and SBA guaranty loans, and Lines of Credit, etc. • Ability to cross-sell products, along with proven sales and product expertise with business clients • Possess advanced relationship management, new business development and sales prospecting skills • Possess a good understanding of which types of businesses are a good fit for the loan products and deposit services that our Credit Union offers • Strong organizational time management skills with ability to grasp concepts and processes quickly • Strong teamwork skills, both within Business Dept. and all Credit Union departments • Strong problem solving skills; understanding when to elevate situations to supervisor for assistance • Member focused with excellent interpersonal skills and communication skills COMPETENCIES: • Customer Focus • Negotiating • Integrity and Trust • Written Communications • Self-Development • Time Management WORKING CONDITIONS/ENVIRONMENT: The job requires the employee to sit and stand a majority of the time. Infrequent lifting of up to 25 pounds may be required. The incumbent must have their own transportation and a valid driver's license and insurance. The position will require frequent travel to branches and business locations. Some travel will include our Maricopa and Pinal Counties. The employee must be able to work a minimum of five-day workweek (40 hours) with availability for nights and/or weekends as required. OTHER REQUIREMENTS: Must comply with all aspects of the Bank Secrecy Act. MAJOR ACCOUNTABILITIES AND TASKS: 1. Acquires business loans and deposit accounts - Prospect in an assigned territory to bring in new business members, and develop a referral network; i.e. [Branch and/or Corporate employee referrals; CPAs, Commercial Real Estate Brokers; Chamber of Commerce and other community contacts] to expand the business member base of loans and deposits. 2. Develops, services, and retains relationships with small business members. Retention of the member base through value added and exceptional service is required. 3. Expands and retain relationships - Profile new and existing business members to ensure cross-sell of deposits, cash management, loans, and other credit union products. Follow up on all business accounts to ensure the full opportunity has been captured. 4. Works with other departments to uncover sales opportunities both current and potential business members. Make referrals to branches and other departments; i.e. Investments, consumer loans, etc. 5. Consistently provides a high level of member service to business members. 6. Manages profit and loss risk associated with portfolio, including loan grading, loan pricing. Makes decisions on NSF/Overdraft business checking accounts for pay or return directive. 7. Works directly with Business Loan Processor to insure the timely, accurate delivery of documentation as it pertains to loan closings and audits. 8. Serves as a resource for less experienced RMs and branch employees. 9. Performs other duties as assigned. About Us: At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive. Benefits And Perks: · Health Coverage - We offer medical, dental and vision coverage for you and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services). · Paid Time Off and Holidays - Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave. · Retirement Savings - Generous 401k Plan. · Development Activities - We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate. · Tuition Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor's or Master's Degree. Equal Opportunity Employer Veterans Disabled

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary Independently leads client service including ALL primary activities listed below. Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients within book of business. Uses judgment on more manual renewals to execute on service plan. Has deep understanding of markets to make informed recommendations to clients. May also perform activities in Other Responsibilities, but majority of day-to-day is spent in the Primary Activities. Primary Responsibilities Primary Activities (60% or more of time) Evaluates exposures and renewal quote Review upcoming renewals and determine which accounts warrant remarket Make coverage recommendations Utilize comparative rater tool to obtain quotes Transact agency billing (where applicable) Obtain signed binding and notifies carriers Reviews binding documents for accuracy Contract Reviews Responsible for rounding out accounts and “Selling all of World” Other Responsibilities, as applicable Setup and maintain accurate account details, contacts, and policy information in EPIC Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance Attach, organize, and name documents in EPIC Initiate endorsements, proofs of insurance and invoices Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc. Create activities in EPIC and assign to applicable team member May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc. Position Specific Skills/Qualifications Work Experience 3+ Years' experience in Personal Property & Casualty with a comprehensive understanding of insurance coverages. Professional Licenses/Certifications Must hold state Property & Casualty insurance license Essential Skills/Competencies Must be proficient in Excel (specifically Excel formulas, charts and tables); Word, and other MS office Products. Able to understand new technology platforms quickly Proficient in agency management systems and carrier sites Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues. Able to work in a team environment. Easily gains the trust and support of peers. Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert. Work output is consistent and accurate. Highly detailed and organized. Able to apply these skills in a fast-paced environment. Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them. Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service. Education High School Diploma or Equivalent Physical Demands & Working Conditions Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-MF1 Powered by JazzHR MGJGMCxx7L

CCG Talent Management is a business solutions company. We provide business consulting and talent placement services. Our team understands the principles of connecting purpose to business and career placement. A client of CCG is currently seeking a Consulting Actuary/ Client Relationship Manager Job Description ONSITE must live in one of the following cities San Francisco, Los Angeles, Phoenix, or Denver offices We are currently recruiting for a Consulting Actuary/ Client Relationship Manager (CRM). The CRM will support a book of business in the West Region with emphasis in the Public Sector market. The candidate may be based out of our San Francisco, Los Angeles, Phoenix, or Denver offices. The Opportunity: The individual will step into a multi-faceted role that offers the opportunity to have a significant and positive impact on the continued growth of the public sector retirement benefits consulting business. The CRM will be a key contributor in the Region. The Role: The role of a CRM includes client management, project management and new business development. A CRM has the primary relationship accountability for assigned clients, overall servicing responsibility, and client satisfaction. In addition to maintaining positive relationships, the CRM will collaborate with others across Segal to provide clients with a full array of our consulting services. Key accountabilities include : Understanding clients' issues, anticipating clients' needs (aka: staying ‘ahead of the game'), and navigating the various potential solutions, Establishing rapport and building effective working relationships within client organizations, Innovation of the client deliverable and industry presence, Providing a high level of creative, innovative and strategic expertise to clients and colleagues around the myriad of issues and emerging developments in the employee retirement benefits industry, Applying an understanding of complex actuarial concepts, methods and applications, Collaborating with others at Segal to build and maintain effective and influential client relationships, and Leading and/or participating in new business development initiatives targeting existing and prospective clients in the Public Sector market. The Consultant guides client service teams and plays a proactive role in mentoring and developing staff, contributing to the overall intellectual and professional development within the teams. Qualifications Minimum of 9 years of experience within an employee benefits consulting and/or related professional services environment involving exposure to retirement plan strategies, concepts/approaches, design and implementation in the public sector environment, Minimum of an undergraduate degree, Minimum ASA accreditation (FSA preferred), Ability to step immediately into a direct client contact role, Strong business acumen and leadership ability, Demonstrated success as a relationship builder/collaborator, Demonstrated experience and success in managing client relationships, Skill of delivering/presenting complex information into actionable terms that clients will grasp and be able to act upon, Ability to analyze and identify issues to develop solutions, Effective interpersonal and communication (verbal/written) skills, Ability to work collaboratively with a diverse audience of colleagues and clients, and Ability and interest to travel as needed to meet with clients and prospects. Additional Information Base Salary - USD $121,000-$180,000 Plus opportunity for a discretionary performance bonus based on company profitability and employee performance Our highly competitive compensation package and outstanding benefits All your information will be kept confidential according to EEO guidelines.

Requirements Minimum 5 years of experience in cash management, sales, and relationship management. Proven track record in new business development, utilizing strong selling and negotiation skills. Comprehensive understanding of Treasury Service products, credit and risk processes, overdraft management, and pricing strategies. Exceptional verbal and written communication abilities. Ability to build strong relationships with clients, colleagues, external centers of influence (COIs), and consulting organizations. Strong time management, organizational, and planning skills. Demonstrated success in meeting or exceeding sales goals as a top individual contributor. Preferred Qualifications, Capabilities, and Skills Bachelor's degree. Certified Treasury Professional (CTP) designation (Preferred). Strong problem-solving skills and ability to propose creative solutions. EEO Statement: We're 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.

We are currently recruiting for 2 different Multi-Family Offices seeking Relationship Managers with UHNW planning backgrounds to counsel clients (25mm - BB+ client range) Manage client engagements with the goal of developing complex wealth planning solutions and strategies Emphasis on high-touch client service and deep technical planning Extensive opportunity to take on new responsibilities and advance within the organization First point of contact with clients Requires 12+ years' of comprehensive wealth planning experience for UHNW clients Advanced degrees or professional designations are a plus ~Relocation Assistance Available~

You are a strategic thinker, passionate about delivering solutions to clients. You have found the right team. As a Relationship Manager within Merchant Services, you will be primarily responsible for a select portfolio of Payment Facilitator clients. You will partner closely with the firm-wide bank coverage team, including JPMorgan Payments Treasury Services to support these sophisticated providers that offer diverse payment methods and flexible payout solutions. You will be accountable for maintaining strong relationships with key decision-makers and influencers within those assigned client relationships and related third party vendors that support the relationships. You will meet JP Morgan Merchant Services' profitability goals through strategic client management, cross-selling value-added services, re-contracting of existing business and identification, pursuit and acquisition of incremental business within the designated portfolio. Job Responsibilities: Achieve firm-wide business objectives, including the annual revenue plan at target margins; by maintaining and growing existing relationships, identifying incremental business and maintaining high levels of client satisfaction Execute sales/support strategies in conjunction with other lines of business; including, but not limited to the Commercial Bank, JPMorgan Payments Treasury Services, FX and Card Services to optimize product and service delivery Acts as a principal point of contact to internal partners, and as the primary contact for the client relationship on behalf of Merchant Services Implement and support ongoing client strategy and co-coordinating cross-sell opportunities with other parts of JPMorgan Payments Treasury Services Clearly understand client needs by applying a strategic, consultative selling approach to cultivate payment optimization strategies, develop appropriate product solution recommendations and grow the business Prepare and deliver quarterly business reviews and analysis on strategic client relationship, as well as provide compelling financial and market analysis to support proposals to expand business Participate in external industry conferences to ensure market visibility for the JPMorgan franchise within the identified market segment. Required qualifications, capabilities and skills: 8 + years of experience within a strategic relationship management role, business development role; or technology related experience Demonstrated ability to grow and expand relationships with Fortune 500 caliber clients Experience and comfort level working with C-suite level client stakeholders Experience collaborating across multi-faceted financial institutions or similar institutions, especially with relationship bankers, product, service and operations partners Demonstrated ability to work across cultures with internal teams and external clients Exceptional relationship management skills, strong presentation skills and exceptional verbal and written communication skills Travel required-25% Preferred qualifications, capabilities and skills: Bachelor's degree or equivalent experience; MBA desired Expertise in specialized industries such as, with other financial institutions, payment facilitators, fintech, billers, major and specialty retail and vertical knowledge within the payments industry is a plus FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

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).

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

CRS Temporary Housing is a leader in our industry providing temporary housing solutions to individuals who are displaced from their home due to loss. Working with insurance companies and policyholders, we provide a variety of solutions to make this difficult time easier. Our office is in North Phoenix, AZ, near 19th Ave and Highway 101 (Address: 20430 N 19th Ave, Phoenix, AZ 85027). New Relationship Managers will complete in-office training for the first 30 days until they show proficiency in the role afterwards will work a hybrid schedule (4 days at-home and 1 day in-office). Computer and phone equipment will be provided. You must have a reliable high-speed internet service and a suitable workspace at your residence. Job Summary: The Relationship Manager is a sales position for self-motivated individuals who play a pivotal role in fostering strong customer relationships, retaining existing business, and driving repeat/new business from our insurance company customers. They will also work closely with the operations team to ensure the smooth day-to-day operations of our business. The Relationship Manager has a base salary of $60,000 with additional incentive pay (commissions and bonuses) based on performance and growth of customer accounts. Duties/Responsibilities: Develop and maintain relationships for assigned accounts. Serve as a point of contact for adjusters, provide information and education on the hotel and housing processes. Maintain a strong sales pipeline and execute strategies to maximize account growth Align sales strategies with business objectives to drive sustainable growth. Develop field sales action plans and track ROI. Build and nurture relationships with key clients to foster long-term partnerships. Develop strategies to increase customer loyalty and repeat business Actively seek and onboard new customers to expand market share Ensure customer satisfaction by addressing customer objections and concerns with effective problem-solving skills Prioritize tasks effectively to balance sales activities and client needs Document Sales and Operational activities in our CRM Travel within assigned territory to visit actual and potential customers. This may include Unit Meetings, attendance at conferences, golf tournaments, etc. May participate in accounts receivable duties including approving invoices, payments, and ensuring timely collection of outstanding balances. Performs other duties as necessary or assigned. Qualifications 4+ years of experience working with account management/sales representative role (i.e., Sales Development Representative, Business Development Representative, Inside Sales, B2B sales, or Account Manager) Proven track record of sales growth in a territory or region. Strong organizational and time management skills. Self-motivated and results-driven with a strong passion for sales. Must be able to participate in overnight travel to visit customer sites. (~30% travel) Excellent written and verbal communication skills. Excellent presentation skills. Excellent organizational and time management skills. Proficient in Microsoft Office Suite or similar software with a preferred typing speed of 40 wpm or higher. Education High School Diploma or equivalent required Bachelor's degree is preferred, in business or related discipline. Physical Requirements: Must be able to lift up to 15 pounds at times. Ability to work from a laptop during business travel

At RxVantage we transform how medical practices engage with life sciences resources and expertise to improve patient care. Our platform intelligently connects healthcare providers with the precise life sciences experts that they need, when they need them. As a result, medical practices stay on the cutting edge of patient care without disrupting workflows. Trusted by tens of thousands of practitioners and every leading life sciences company, RxVantage powers millions of meaningful connections between healthcare teams and industry experts. Location: Our “Work from Anywhere” philosophy is aimed at making sure we bring a diverse range of thought leadership so that our technology is better able to serve local health care providers. Our goal is to hire the country's top talent and allow them to create an environment where they can do their best work. Position Overview: We're looking for a proven Client Services leader to join our rapidly growing Life Sciences team. This is a critical role as RxVantage continues to expand its position as a trusted, strategic partner to leading life sciences companies. The ideal candidate brings deep experience working with Life Sciences organizations and strong relationships across Commercial functions (Sales, Marketing, Innovation, and more). They will make an immediate impact by leveraging this network, engaging key stakeholders, and driving measurable outcomes across their portfolio of accounts. To succeed in this role, you must thrive in a fast-paced, high-growth environment, welcome change, and bring the drive to deliver outstanding results for yourself and for RxVantage. What you'll be doing: Own and grow a portfolio of 15-20 life sciences enterprise accounts, ensuring clients view RxVantage as a trusted, strategic partner. Drive client success by proactively meeting known needs, uncovering new opportunities, and ensuring a consistently high level of satisfaction. Lead strategic account planning, aligning on client priorities, challenges, and goals while collaborating closely with Business Development to identify expansion opportunities. Identify and engage priority stakeholders across functions to drive adoption/usage, growth, and long-term success. Drive retention and growth by owning and managing pipeline, advancing opportunities, and creating strategic account plans and proposals in partnership with Business Development. Own and guide renewal conversations with clients, overseeing the full renewal process to ensure retention across your book of business. Lead and develop direct reports, providing coaching, feedback, and direction to ensure they deliver on client strategies and growth plans. Track impact and performance by monitoring KPIs for both client outcomes and team success, ensuring retention and growth targets are met. Partner cross-functionally with Business Development, Strategy, Operations, & Product teams to deliver a seamless, end-to-end client experience. Stay ahead of industry trends, bringing insights back to clients and the team to strengthen relationships and elevate the value RxVantage provides. Collaborate with Client Partners across accounts to share best practices, leverage collective expertise, and strengthen team capabilities. What you should have: Incredibly high ethical standards and a deep understanding of the importance of ethics and compliance in the life sciences industry. 15+ years of Client Service/Success experience managing enterprise relationships and selling into life science companies. Proven ability to build trust quickly with prospects and clients, and to cultivate lasting, strategic business partnerships. Strong strategic and analytical mindset, with expertise in interpreting metrics and turning insights into action. Exceptional business acumen, with the ability to assess client needs, uncover opportunities, and drive growth. Outstanding communication skills (written, verbal, and presentation), with the ability to influence at all levels. Experience with CRM (Salesforce or equivalent) to manage pipeline and client activity. Proven track record developing and executing complex strategies for life sciences clients. Experience with cross-functional implementation teams, ensuring successful execution and measurable outcomes. Benefits: Competitive Salary 100% Company-Paid Premiums for Employee's Medical Health (HDHP 4500), Vision, and Dental Plans + $4,400 company sponsored contribution into an HSA Short-term and Long-term Disability Life Insurance 401k Matching Work from Anywhere within the US Flexible PTO 100% Paid Parental Leave Post-Parental Leave Program - $5k stipend to assist with expenses, 4 week 100% paid “Ease-Back” return to work transition period Charitable donation matching Location: Our “Work from Anywhere” philosophy is aimed at making sure that we recruit a diverse range of thought leadership to ensure that our technology is better able to serve local health care providers. Our goal is to hire the country's top talent and allow them to create an environment within the U.S. where they can do their best work. About Our Organization: At RxVantage, we're a small company with a big mission: to connect healthcare providers with the right life science experts and resources they need, exactly when they need them, to improve patient care. We've built a software platform that's changing the way providers learn about the latest medical advancements and technologies. Every year, our platform powers over 1 million educational exchanges between medical practices and life science companies, making it easier for them to stay informed and provide better care. We have a proven product, a strong mission, and a passionate team. Now, we're looking for talented people to help us grow even more. If you're driven, eager to make an impact, and ready to be part of something meaningful, we want to hear from you! --- RxVantage is an equal opportunity employer and dedicated to ensuring that we represent the local communities where our health and wellbeing providers serve as pillars of support to our family, friends, and neighbors. Our representation within these communities allows us to embody a diverse set of backgrounds, experiences, abilities and perspectives; and provide an inclusive environment for our team to feel empowered to be their authentic selves, without fear of harassment or discrimination.

Datavant is a data platform company and the world's leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format. Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care. By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare. **Objective of the Role** The RWE Sales Specialist is responsible for driving growth with biopharma customers by leveraging Datavant's portfolio of real-world evidence (RWE) solutions, analytics platforms, and services. This role will partner closely with Client Partners across key accounts for co-selling, account planning, and evidence strategy alignment. You will serve as a trusted advisor on the use of real-world data (RWD) and RWE to support regulatory, market access, and HEOR needs - representing the voice of the customer and ensuring that Datavant's offerings meet evolving evidence generation requirements. The ideal candidate is comfortable leading complex, multi-stakeholder sales cycles and brings deep expertise in real-world data, evidence platforms, and outcomes research. **Responsibilities of the Role** + **Prospect & Generate Leads:** Develop and execute strategic plans to identify and target new business opportunities in biopharma, healthcare, and life sciences with a focus on organizations investing in real-world evidence strategies for regulatory submissions, market access, and clinical development. + **Build Pipeline:** Proactively engage prospects via outbound calls, emails, and industry networking to build a robust pipeline of opportunities related to Aetion's evidence generation and analytics solutions. + **Close Deals:** Own the full sales process - from initial outreach to contract closure - ensuring alignment between customer evidence needs and Aetion's RWE offerings, including the Aetion Evidence Platform (AEP) and associated data and consulting services. + **Client Engagement:** Present Aetion's value proposition in RWE and RWD analytics through compelling demonstrations and business cases that highlight regulatory-grade evidence generation, comparative effectiveness, and real-world outcomes research. Engage with senior stakeholders including heads of HEOR, RWE, Market Access, and Clinical Development. + **Collaborate Cross-Functionally:** Partner with marketing, product, and science teams to deliver tailored RWE solution proposals, ensuring alignment with client data strategies, evidence frameworks, and regulatory expectations (e.g., FDA, EMA guidance). + **Market Expertise:** Stay current on RWE market dynamics, regulatory guidance for real-world data, and competitor offerings to position Aetion as a strategic leader and partner of choice in the evidence generation ecosystem. + **Forecasting & Reporting:** Maintain accurate pipeline management and forecasting in CRM systems, with attention to evidence project cycles, platform usage models, and customer expansion opportunities. + **Drive Growth:** Identify new and upsell opportunities across assigned territories and existing accounts, particularly in expanding RWE adoption for post-approval studies, safety monitoring, and market access support. **Qualifications of the Role** + **Proven Track Record:** 10+ years of successful sales experience, ideally in healthcare, life sciences, or SaaS; with a strong preference for experience selling RWE, HEOR, or data analytics solutions. + **RWE Expertise:** Deep understanding of real-world data sources, evidence generation methodologies, and use cases across the product lifecycle - from clinical development to commercialization. + **Hunter Mentality:** Skilled at identifying, developing, and closing new RWE-focused opportunities with top biopharma clients. + **Sales Expertise:** Experience managing complex, consultative sales cycles involving scientific, commercial, and data stakeholders. + **Presentation Skills:** Exceptional ability to communicate scientific and technical value propositions to diverse audiences, including C-suite and RWE/HEOR leadership. + **CRM Proficiency:** Experienced in CRM management for tracking RWE opportunity pipelines and forecasting revenue growth. + **Industry Knowledge:** In-depth knowledge of RWE market trends, regulatory guidance, and payer evidence needs is essential. + **Collaborative Team Player:** Comfortable working with cross-functional science, data, and product teams in a fast-paced, mission-driven environment. + **Communication Skills:** Strong written and verbal communication skills, capable of translating complex RWE concepts into impactful narratives for decision-makers. \#LI-BC1 We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services. The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job. This role is eligible for additional variable compensation. The estimated base salary range (not including variable pay) for this role is: $136,000-$170,000 USD To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion. This job is not eligible for employment sponsorship. Datavant is committed to a work environment free from job discrimination. 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