Relationship manager jobs in Stratford, CT - 887 jobs

At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team. Primary responsibilities include Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. Provide exceptional, high-touch client experiences. Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. Leverage Salesforce CRM to track activity. Measures of Success include Growth in net new investment assets in collaboration with Wealth Partners. Growth in new deposits including checking, savings, and CD balances. Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire. Demonstrated success in a client-centric, initiative-taking sales environment. Experience establishing and maintaining relationships with clients and internal partners. Knowledge of industry regulatory requirements to ensure a sound control environment. Excellent written and verbal communication skills. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F; potential Saturday hours Pay Transparency The salary range for this position is $81,000 - $95,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value - and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2,500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: The Director, Client Delivery Lead is accountable for execution on the client project work prioritized to meet key client targets and outcomes. You will have a keen understanding of the SDLC to delivering projects in both waterfall and agile methodologies, and an ability to quickly assess impact and risk mitigation approaches across client programs. Working with peers, Account Executives, and technology teams in the organization, you will help achieve your clients' target outcomes within the overall Zinnia portfolio of programs. You will lead a team of Program Leads/Project Leads working to support your clients' initiatives and will drive adherence to key standards and practices to increase predictability in our delivery outcomes. WHAT YOU'LL DO: Support client discussions and planning activities to outline high level full year portfolio roadmap, driven by prioritized requests and client defined business value Work with Client Account Manager to prepare and facilitate strategic client planning sessions at least quarterly to prioritize work needed for client to achieve key business outcomes for the upcoming year Collaborate with peer Delivery Leads, Client Account execs, and internal Technical Lead resources to forecast resource demands and manage prioritization on a recurring and as needed basis by working with internal stakeholders Monitor and manage Client portfolio status, including delivery progress, project spend, cross projects dependencies, P&L, risks and issues Work with Program and Project Manager client teams to drive consistent use of defined reporting and dashboards for project tracking and proactive identification of risks to timelines, scope, budget and quality Act as the first point of escalation for project delivery, working to identify remediation steps with internal stakeholders including impact of remediation to overall Zinnia portfolio, and reporting back to client with mitigation plan Support periodic (at least monthly) leadership Client discussions, including key Zinnia constituents (Client Account Executive, others as needed) to assess key wins, areas of opportunity with resulting plan of action and readout in subsequent monthly Drive Client conversations on scope management with proactive data to reflect trends and options to meet targets based on priority of time, cost, scope Improve team performance by leading, mentoring, training, motivating, and building team cohesiveness, Work with the teams to continually improve project/program controls, methods and tools Drive contract review and approval process, working with internal legal teams and Client Account Exec team member prior to submission to Client Support Program and Project Manager client teams review and approve of billable effort/cost weekly, in addition to monthly invoice generation Participate in monthly finance discussions to review P&L by providing proactive information on potential project risks and mitigation steps actioned WHAT YOU'LL NEED: Bachelor's degree in business or a closely related field, Master's Degree preferred, or equivalent work experience. 10 plus years of Project Management Experience - CAPM, PMP or similar designation preferred 15 plus total technology experience Demonstrated ability to manage a project using a variety of methodologies (Waterfall, Agile, Scrum, Kanban, etc). 4-6 years in an Agile environment preferred Demonstrated understanding and experience within full software development project lifecycle in complex technical environments. Knowledge of project management tools and software such as Microsoft PowerPoint, Excel, Visio, SharePoint, Jira, etc. Experience with third-party system support with preference given to insurance / financial services platforms. Knowledge of IT systems, governance and compliance. Proven problem solving, decision making, analytical and organizational skills are required. Ability to tailor communications and influence critical decisions with a variety of stakeholders. Capability to work within broadly defined parameters. Strong results orientation, organization and management skills. Lead and focus the efforts of others to established goal. Effectively drive results with cross-functional teams in a matrixed organization. Experience with conversions and implementations. Mentor Technical Project Managers as required. Develop relationships, with a strong focus on communication and change management. Knowledge of annuities and life products PMI- ACP, CSM or equivalent preferred Able to travel a minimum of 10% of the time. WHAT'S IN IT FOR YOU? Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. The expected salary range for this position is $180,000 - $200,000, dependent on skills and location. The salary range is a good faith estimate based on what a successful candidate might be paid in certain Company locations. All offers presented to candidates are carefully reviewed to ensure fair, equitable pay by offering competitive salaries that align with the individual's skills, education, experience, training, and geographic location and may be above or below the stated amounts. We're looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at ************** for more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability. Notice for California residents: Information about how we collect and use your personal information can be found here #J-18808-Ljbffr

A major financial institution in Stamford is seeking experienced professionals in Private Banking to manage client relationships, generate business results, and provide tailored financial advice. The ideal candidate has over six years of experience, a Bachelor's degree, and required licenses. The role offers competitive compensation, with potential for commission and a comprehensive benefits package, including health care coverage, retirement savings, and more. #J-18808-Ljbffr

A leading financial services firm is seeking a Private Banker to work within their U.S. Private Bank. The role involves advising clients on wealth management, generating new business, and ensuring exceptional client experience. Ideal candidates will have at least six years of experience in Private Banking, a Bachelor's degree, and a client-focused mindset. Strong sales acumen and understanding of investments are essential. This is an opportunity to work with a talented team and develop your career. #J-18808-Ljbffr

The Multiple Myeloma Research Foundation (MMRF) is the largest nonprofit in the world solely focused on accelerating a cure for each and every multiple myeloma patient. We drive the development and delivery of next-generation therapies, leverage data to identify optimal and more personalized treatment approaches, and empower myeloma patients and the broader community with information and resources to extend their lives. Central to our mission is our commitment to advancing health equity so that all myeloma patients can benefit from the scientific and clinical advances we pursue. Since our inception, the MMRF has committed over $500 million for research, opened nearly 100 clinical trials, and helped bring 15+ FDA-approved therapies to market, which have tripled the life expectancy of myeloma patients. To learn more, visit **************** MMRF CORE VALUES: At the MMRF our core values define both who we are and how we work together as an organization. We believe in investing in our team and building a culture that will help us pursue our highest level mission to accelerate a cure for each and every multiple myeloma patient. Our five core values are expressed below: Prioritize Patients - Patients are at the center of everything we do.Every decision we make is grounded in the needs and best interests of the patients we serve. Drive Innovation - We are committed to pursuing big, bold ideas.Taking risks, trying new approaches, and challenging the status quo are necessary to speed new discoveries. Deliver Solutions - Taking on complicated challenges is what sets us apart. To deliver results, we must be decisive, take action, and act with urgency on behalf of the myeloma community. Do It Together - We know that together, we are stronger.We work cross-functionally with the entire community to achieve our mission and are invested in the success of others. Build Trust - We build trust-based relationships. We advocate for each and every myeloma patient by committing to diversity, equity, and inclusion and treating others with respect. POSITION OVERVIEW: The National Manager, Team for Cures (Endurance Events) is a leadership role on the peer-to-peer fundraising team, reporting to the Director, Peer-to-Peer Fundraising Team for Cures. The National Manager leads the strategic growth, implementation, and execution of the organization's endurance-based fundraising initiatives, including marathon, hike, cycling, and virtual endurance events. This individual will be responsible for implementing peer-to-peer fundraising best practices to drive successful event recruitment and fundraising outcomes. They will oversee the endurance program expansion's, participant recruitment, and revenue growth strategies to achieve fundraising goals. The National Manager is a revenue-generating role that will lead a small team responsible for reaching and exceeding fundraising goals. Additionally, this role will manage their own portfolio of events and as needed, local/regional create your own fundraising events. The National Manager brings experience in managing fundraising staff, working collaboratively within a large team, and a demonstrated history of successful direct fundraising responsibilities in charity marathon programs. They also bring knowledge and experience in executing hike, cycling, and wraparound event/third party/DIY fundraising events and stewarding volunteers. The ideal candidate is a seasoned peer-to-peer fundraising professional who is a quick-on-their feet relationship builder and fundraiser, demonstrates strong business acumen, professionalism, and possesses leadership and coaching qualities. You know how to build and grow a peer-to-peer fundraising event through engagement, recruitment, fundraising, and marketing/promotion, while engaging volunteer champions. You instinctively promote and provide ongoing customer-service centered outreach to ensure participants are engaged in fundraising, volunteerism, and community-building. You thrive in a large team, love to collaborate, coach, inspire others, and celebrate others' wins. KEY RESPONSIBILITIES INCLUDE: Leadership & Effective Team Management Lead the organization's endurance events fundraising portfolio, including the following revenue targets for 2026: $1.4 million marathon program, $100,000 hike program, and $150,000 cycling program Lead, coach, mentor, and effectively mobilize a small team of fundraising staff Support team's development of fundraising plans to achieve revenue and recruitment goals; Offer continued support and coaching. Ensure processes are being adhered to and that direct reports are accountable Operations Collaborate with Fundraising Operations Manager and Director, Peer-to-Peer Fundraising to develop processes to support successful program implementation. Ensure clear communication with stakeholders, and increase efficiencies across internal endurance fundraising team. Oversee the successful launch and implementation of existing and new endurance events, ensuring participant satisfaction, operational excellence, and revenue delivery. Manage budgets, revenue forecasts, and performance metrics to track financial outcomes and growth opportunities. Strategic Planning Develop and execute a strategy to grow the organization's marathon-based fundraising teams and endurance programs. Listen and elevate ideas from direct reports to successfully support program expansion. Act as a thought-partner in exploring revenue-diversification opportunities, including sponsorship opportunities. Effective Cross-Functional Team Collaboration Collaborate with Development, Marketing, Strategic Partnerships, and regional P2P teams to strengthen participant and revenue pipelines, as well as elevate brand presence at endurance events. Collaborate with partner agencies to ensure the successful launch of our experiential fundraising events, from website launch to event day. Communications Develop or complete reports and presentations to share strategy, programmatic updates and revenue progress. Assist in the development of fundraising communications. Create any graphics or promotional collateral, if needed Owned Portfolio of Fundraising Events Lead recruitment and stewardship of volunteer leaders, endurance athletes, and fundraising participants. Provide customer service and tailored support to fundraisers, donors, and community members Cultivate key partnerships with race organizers, sponsors, and community stakeholders to expand team participation and visibility. Identify and implement innovative strategies to retain fundraisers and increase average fundraising per participant. Other duties as assigned. Qualifications: REQUIRED: 7+ years experience in peer-to-peer fundraising programs At least 2+ years direct walk or run program fundraising experience; 2+ years directly overseeing marathon events Strategic planning and revenue growth expertise Proven track record of exceeding goals Strong, clear communication and team leadership skills Excellent writing skills Event coordination and large-scale fundraising success Budget management and contract knowledge Excellent customer service Project management and multitasking abilities Ability and willingness to travel Goal-oriented with ability to motivate and empower others Volunteer management experience (building committees, local boards, volunteer training) Corporate sponsorship prospecting, recruitment, and cultivation experience Fundraising platform & CRM knowledge and proficiency (DonorDrive, Salesforce, and Concur knowledge a plus) Project management skills Canva proficiency Microsoft proficiency (Teams, Excel, PowerPoint) PREFERRED: Bachelor's degree Public speaking experience Experience participating in or managing charity teams for major marathon events (Boston, Chicago, New York City, etc.). Technical proficiency EEO STATEMENT The Multiple Myeloma Research Foundation (MMRF) is an equal opportunity employer and does not discriminate against any candidate based on race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, military and veteran status, sexual orientation, or any other factor protected by federal, state, or local law. The MMRF does not sponsor/facilitate any type of work authorization for this role. All applicants must currently have original valid unrestricted authorization to accept new employment in any role in the U.S. with any employer. There is also no future employer-provided sponsorship for this role to obtain or extend authorization to work in the U.S.

Morgan Stanley at Work ("MSAW") is a division within Morgan Stanley Wealth Management, comprised of Shareworks by Morgan Stanley and Equity Edge Online, Marketing, Retirement Plan Solutions, and Financial Wellness. Our division offers in-depth knowledge and resources focused on providing a full range of solutions that help address various institutional and employee financial challenges and complexities. The Relationship Manager (RM) position is responsible for the equity compensation relationship within MSAW. They are responsible for partnering with the companies key administrative contacts (Stock Plan managers and analysts). They must possess a strong working knowledge of the plan and how the plan is established within the Morgan Stanley system. This will require the candidate to be responsible for the satisfaction of the service delivery for the corporate stock plan and ensure the plan is utilizing all the components of our services to enhance the efficiency of the delivery. Service delivery within the corporate client expands beyond the primary administrative contacts. This will include individuals within human resources, benefits, compensation, and finance departments. A successful candidate must have excellent interpersonal skills, proven problem solving skills, a strong knowledge of equity compensation and ESPP plans, and an appreciation for the challenges that face todays administrators within the industry. Primary Responsibilities May Include: * Collaborate with others to assist clients and ensure all clients receive timely responses * Conduct quarterly reviews to share product trends and enhancements along with detailed plan level statistics to update the client on plan health * Regular contact with clients to maintain a high level of personal interaction * Monitor client satisfaction through internal benchmarks as well as regularly inquiring about their level of satisfaction with the administration * Promoting and sharing best practices from our products and the industry on how to improve service and execution * Align client requests and expectations with business needs and constraints while maintaining a positive relationship with client contacts * Coordinate new projects with client and internal team. Maintains and tracks an open items log and ensures client satisfaction and remediation for all items. * Engage with the various Morgan Stanley service support organizations to ensure awareness of plan rules and key events for adequate support * Keep open communications with internal business partners regarding plan events, open items, or key issues impacting the plan that may impact overall strategic plans for the company. * Maintain education of the industry and product by attending industry webcasts and Morgan Stanley promoted education forums; and share relevant information from the education sessions with the client base as applicable * Work with all colleagues professionally and respectfully by sharing information and aiding in high volume times when necessary. Qualifications: * Bachelor's degree required along with 5-10 years of industry experience * A strong understanding of the executive compensation, stock plan, and ESPP industries * Prior Private Equity experience preferred. * Excellent interpersonal and communications skills * Some travel will be required * Organizational skills to track and maintain open issues for multiple projects. * Ability to work under periods of extreme pressure with very tight time constraints, i.e. periods of unexpected high volume activity on major client event or a designated project. * Ability to make a case for difficult decisions and present to management. * Ability identify problems and articulate the concern both verbally and in written form to clearly communicate the item to internal and external stakeholders needed for resolution. * Comfortable in running a meeting and speaking in large groups * Certified Equity Professional designation and Shareworks experience a strong plus. * Appropriate securities licenses required (FINRA Series 7, and 63 or 66) or willingness to be obtained within 180 days of hire. * A strong working knowledge of MS office products. * This position requires you to be on-site in the office at least 3 days per week 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). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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. Expected base pay rates for the role will be between $110,000 and $185,000 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. 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).

Relationship Manager, Trust Investment Solutions Midwest Advisors, a nationally recognized investment advisory firm, is seeking to hire an experienced Relationship Manager. We offer the opportunity to join a fast-growing business unit, competitive salary, incentives, participation in a bonus pool and an outstanding benefits package. Job Description: The Relationship Manager is responsible for building strong relationships with the Trust Investment Solutions team's clients. This team delivers the firm's fiduciary-quality investment solutions and white-glove supporting services to community bank trust departments and independent trust companies throughout the country. We are seeking an ambitious and experienced professional who will utilize superior client service and relationship building skills to retain and grow existing and new client relationships. This role is multi-faceted and requires a willingness to collaborate with a range of investment professionals within the firm to deliver our client-focused investment solutions and supporting services. This role is consultative in nature as it is focused on understanding each client's unique needs and developing a comprehensive plan to address their current and future business needs. The Relationship Manager has the opportunity to leverage the team's exceptional reputation and experience in the industry to serve as a trusted resource for our clients. Must be able to develop and implement strategies to enhance client retention and sustainable growth through exceptional service and proactive communication. Success in this role is measured by the ability to help our clients serve their existing clients and grow their business. Requirements Qualifications: · Bachelor's degree · 5-10+ years of relationship management experience in the financial services industry · Extensive investment knowledge · Strong time management and organization skills · Excellent communication skills - interpersonal, verbal and written · Strong work ethic - honest, reliable and disciplined · Willingness to travel; Core hours are standard · Proficient in Microsoft Office and CRM-related software Work Schedule Expectations: 1. This is a full-time exempt position with a professional-level work schedule equivalent to 40 hours per week, generally aligned to Monday through Friday, standard business hours (e.g., 8:00 a.m. - 5:00 p.m.). Due to the client-facing nature of Trust & Fiduciary Services, the position requires flexibility in scheduling, including adjusting hours as needed to meet client deadlines, attend meetings, or manage complex trust matters. 2. The role requires periodic travel to client sites, referral partners, and company offices. 3. Occasional early morning, evening, or limited weekend availability may be required for client meetings or events. 4. Actual hours worked may vary depending on business demands, but exempt status means the role is not eligible for overtime compensation. Firm Description: Founded in 1966, Midwest Advisors is an independent, privately-owned, fee-based registered investment advisor (RIA) which provides fiduciary-quality investment solutions to a broad range of clients. Please visit our website at *********************** to learn more about the firm, our team and our services. Salary Description $100,400 - $169,400 plus sales+ service incentive

At SOL Mental Health, we're not just building another clinical practice-we're redefining what's possible in mental healthcare, and that starts with exceptional people like you. As an early-phase organization with ambitious goals, we offer something rare: the chance to truly own your function and make a lasting impact on an industry that desperately needs innovation. Your Contributions Matter Here We understand that exceptional mental healthcare requires more than just talented clinicians. It demands a foundation of operational excellence, innovative thinking, and robust support systems-areas where your expertise becomes invaluable. At SOL, you'll find: · True ownership opportunities in a growing organization where your ideas can become organizational standards · Direct access to passionate executive leadership committed to building both an exceptional service and an exceptional workplace · Career development pathways that evolve as we grow, with opportunities emerging faster than in established organizations · Cross-functional collaboration that exposes you to multiple aspects of healthcare innovation and practice management Why Building Something New Matters Building a leading mental health practice is challenging-we don't pretend otherwise. But when passionate professionals unite under a common mission, exceptional things happen. Your contributions at SOL won't disappear into the machinery of a large organization; they'll visibly shape our practices, culture, and success. We're looking for a driven and relationship-oriented Provider Partnerships Manager to accelerate SOL's growth through high-impact provider and group partnerships. In this role, you'll build and expand relationships across mid-market and enterprise healthcare organizations, helping connect patients to the mental health care they need. You'll manage a dynamic territory of 100-200 accounts, conduct on-site and virtual meetings with provider groups, and drive integrations that lead to measurable referral growth. This is a great fit for someone who thrives in a fast-paced, mission-driven environment and enjoys combining strategy, analytics, and relationship-building to make a tangible impact. This position will be a remote role in the Long Island market - in the field 4-5 days/week Qualifications: Looking for recent grads 1-3 years of experience in health systems or EMR sales with a proven track record of generating leads, closing complex partnerships and achieving 100%+ of sales targets Inside or outside sales experience selling directly to doctors/practices Relationship driven Passion for mental health access and improving whole person outcomes Excels in the field 4-5 days/week (based remotely) Proficiency with Salesforce for terrirory management, pipeline tracking, CRM integrations and advanced features like Einstein Analytics or Salesforce Maps Strategic thinker with a consultative sales approach Key Responsibilities: Conduct 35-50 face-to-face contacts per week with mid-market (10-49 providers) and large/executive accounts (50+ providers), delivering tailored pitches that highlight SOL's value (e.g., seamless referrals, improved outcomes) Activate 5 groups and 20 providers per month through integrations like EHR setups, bidirectional data flows, and marketing kit distributions, securing 3-5 referrals per provider/group per month for 100+ appointments Build and maintain enterprise relationships by mapping accounts to parent systems and negotiating partnerships aligned with value-based care or ACO goals, fostering scalable referral streams Manage a pipeline of 100-200 active accounts, prioritized by opportunity scoring in Salesforce workbooks, and leverage PowerBI for trend analysis (e.g., heatmaps, predictive referral ramps) to optimize territory performance Collaborate with Provider Development Representatives for lead handoffs, document best practices for a plug-and-play partnership model, and contribute to workflow refinements like referral data capture to ensure closed-loop feedback Up to $150,000 annually: base salary starting at $75,000, plus up to $75,000 in commission potential - with uncapped earning opportunities as you grow and exceed goals. Assistance during ramp period will also be included. We do things differently at SOL. Our values guide everything we do: ❤️ We lead with heart 💡 We look for good in others 💪 We strengthen each other 🏆 We strive for excellence 🚀 We break new ground If you're looking for a team that values your expertise, supports your growth, and empowers you to make an impact, we'd love to connect. Join us in shaping the future of mental health care. At SOL Mental Health, we believe that diversity and inclusion are essential to fulfilling our mission. We are committed to creating a workplace where everyone feels valued, respected, and empowered to contribute. We actively seek candidates from diverse backgrounds and experiences, and we ensure equitable hiring practices throughout our recruitment process. SOL Mental Health is proud to be an equal opportunity employer and encourages applicants from all walks of life to apply. Ready to lead the charge? Apply today and help us build a brighter future for mental health!

Opal Wealth Advisors, located in Jericho Long Island (NY) is seeking to add an outstanding Relationship Manager position to it's team of wealth management professionals. The intention of the Relationship Manager role is to: * to ensure that each client's experience with Opal Wealth Advisors is exceptional * to serve as the primary contact for all clients * to partner with the Advisory Team and Client Service Team to fulfill client needs and requests * to ensure lead financial advisors have the administrative resources to deliver the best client experience. Experience working in a financial services company, wealth management company, registered investment agency (RIA) is mandatory for this role. Communication skills must be incredible as well as the desire to be of service. No task is too much when it comes to serving our clients.

Job Title: Branch Relationship Manager (Bi-Lingual) Summary: The Branch Relationship Manager is responsible for successfully leading their branch sales and relationship building, including its daily operations, service quality, and financial performance. Works with group leaders and assigned staff members with service as a Bank-wide focus. Key responsibilities include, team leadership, meeting/exceeding branch performance goals, managing all aspects of branch operations, maintaining a high level of service quality, producing accurate branch service quality, producing accurate branch reporting, branch compliance, branch security, assisting with sales/marketing activities and maintaining branch condition. Branch and Personal Sales Performance Goals/Reporting Achieve branch goals for customer satisfaction, account openings, deposit growth, loan origination, and referrals Provide sales support to team utilizing sales coaching techniques to ensure established branch goals are attained Open, cross sell, maintains existing accounts and products to new and existing customers; monitor sales for team daily Take a proactive sales and service approach by following up with customers, making calls with an emphasis on setting appointments for other financial needs. Assist in outside sales calls on local businesses as needed. Work with assigned Community Development Manager, Mortgage, Commercial and Investment Representatives to meet required monthly referral goals Review and monitor referrals in CRM and Excel Proactively notify Retail Branch Support Manager of situations related to personnel, customers, competition and market trends that have the potential to affect future performance Prepare and implement a cross-training plan with each staff member on products and services. Work with staff on making recommendations for customers by using open-ended questions. Expands branch network and sales opportunities by developing relationships with individuals and businesses throughout the community Obtains appropriate approval for customer exceptions as required by the bank policy Conduct bi-weekly one-on-one meetings with each employee to assess development needs HR Management Functions Partner with Branch Support Manager and HR in the interviewing process of new hire candidates Monitor all performance and conduct periodic performance reviews/coaching sessions for staff members; review, approve performance reviews for direct and indirect reports Complete performance reviews on time for each direct and indirect report. Submit to Branch Support Manager, or SVP Retail Banking for approval and delivery Review incentive compensation for accuracy and communicate with employees on their progress Add and review team feedback and provide action plans or performance improvement plans as needed Review staffing needs to make sure branch is staffed properly during peak hours Manage employee time and attendance by verifying time worked and approving time cards before weekly cutoff Assist and support other branches for staffing as needed Team Leadership/General Management Follow all Bank policies/procedures Is aware of and complies with CRA guidelines and policies, ethics policy, and the bank's non-discrimination policy; complies with banking regulations Comply with all daily, monthly and quarterly security procedures Perform and/or assist with all branch audits such as semi-annual Branch audit, safe deposit box audit, teller cashbox audits, marketing audits, etc. Comply with BSA requirements relating to Suspicious Activity Reporting, Currency Transaction Reporting, OFAC and red flags Coach staff to provide consistent customer service and how to recognize sales and cross-selling opportunities Provide a minimum of one piece of valuable feedback in Threads two times quarterly for a team member or business partner Consistently read feedback and follow up with relevant training, mentoring, encouragement and accountability for individuals on their team Always demonstrates Banks Core Values Assist fellow employees with enthusiasm and motivation Maintains neat work area, follows the Banks Clean Desk Policy and assists team members to do the same Strike a balance between individual work and delegation of assignments Service/Branch Operations Supervise the day-to-day operations of the Branch and ensures all team members have adequate skills and product knowledge Delegate responsibilities and performing scheduling to efficiently service customer requests and manage periods of heavy traffic at the branch Monitor team performance related to outstanding service that achieves high customer satisfaction and builds strong, long-term customer relationships Maintain the condition of branch building and equipment, such as ATM's, including cleanliness, security and maintenance Monitor customer complaints and record in the Complaint Tracker with resolution; provide reminders and training when needed for staff to bring complaints forward and track accordingly Assist branch employees when needed Provide on the spot customer service coaching as needed to assist team member with prof

We are looking for a Client Facing Jr. Relationship Manager at our smaller office in Newtown, CT. Salary + bonus $60-85k, +15% commission. This position offers direct, defined path to grow in Financial Services. Beginning with 2 months of training you'll be given a book of business to manage comprised of established clients nationwide that is yours to grow and handle as you see fit with significant upside potential. This is open to training the right individual who is coming from Operations in Financial services non-client facing who wants a client facing position. You'll have the opportunity to work supporting the senior stakeholders at institutional clients nationwide. This firm is one of the leading providers of tech-enabled deposit and cash management strategies, serving banks, brokerages/RIA, wealth managers, leading banks, non-profits, and other institutions nationwide, with over $22B AUM. They are employed owned since 2003, innovative and named one of the "Best Places to Work in FinTech" by American Banker in 2024. This job will be based in one of the firms' offices in Northern Fairfield County Salary & bonus dependent on experience. Superb benefits and flexible schedule Requirements: Bachelor's degree: Economics or Finance a plus Must be willing to travel to and be based out their Northern Fairfield County office Knowledge of fixed income markets, and familiarity with US short-term rate policy, a plus Must be articulate, polished, and able to present to senior stakeholders Willingness to travel to clients once per month.

Welcome to Ovation Healthcare! At Ovation Healthcare, we've been making local healthcare better for more than 40 years. Our mission is to strengthen independent community healthcare. We provide independent hospitals and health systems with the support, guidance and tech-enabled shared services needed to remain strong and viable. With a strong sense of purpose and commitment to operating excellence, we help rural healthcare providers fulfill their missions. The Ovation Healthcare difference is the extraordinary combination of operations experience and consulting guidance that fulfills our mission of creating a sustainable future for healthcare organizations. Ovation Healthcare's vision is to be a dynamic, integrated professional services company delivering innovative and executable solutions through experience and thought leadership, while valuing trust, respect, and customer focused behavior. We're looking for talented, motivated professionals with a desire to help independent hospitals thrive. Working with Ovation Healthcare you will have the opportunity to collaborate with highly skilled subject matter specialists and operations executives, in a collegial atmosphere of professionalism and teamwork. Ovation Healthcare's corporate headquarters is located in Brentwood, TN. For more information, visit ********************** Summary: The Client Engagement Team serves as the principle executive contact with Ovation Healthcare's Supply Chain members. In this role, the Client Engagement Manager is responsible for working with the members, specifically the C-Suite, Executive Leadership, and Supply Chain team within the facility to drive value and savings to enhance their performance, as well as expanding Ovation Healthcare's footprint with the member and driving growth. The Client Engagement Manager establishes and maintains professional business relationships, expedites the utilization of Ovation Healthcare contracts and offerings by the members. The Client Engagement Manager serves as a trusted advisor to the member(s) s/he supports, engaging member executives regularly for the purpose of helping them achieve savings, improving performance, promoting standardization, and eliminating waste in the Supply Chain function and other key areas of their enterprise. The Client Engagement Manager has leadership responsibility to develop and maintain a robust account plan and executing against that plan to identify opportunities for his/her accounts to improve operational and financial performance. The Client Engagement Manager effectively utilizes various data and analytics tools and reports to analyze and present key opportunities to the member(s) s/he supports, as well as summarizing and presenting savings results and other key information to the member(s). The Client Engagement Manager works to coordinate Ovation Healthcare resources to ensure that Ovation Healthcare members are supported as effectively as possible, experiencing superior service that results retention, as well as advocacy and promotion of Ovation Healthcare to prospective members. This high profile and professional position may be home-based or office-based, depending on location of account assignments. Portfolio of assigned strategic accounts includes Hospitals, Ambulatory Surgery Centers, Long Term Care facilities, and/or Behavioral Health facilities. The ability to travel up to 50%, including overnight travel, is required for the role. Key Responsibilities: * Move strategic customers from current state to a trusted strategic partnership; formalize partnership through an agreement that is recognized across Ovation Healthcare and the account. * Meets member specific targets for organic growth, contract performance, compliance, conversions, renewal, savings and strategic objectives. * Establishes productive, professional and consultative relationships with C-Suite, executive personnel and supply chain team throughout member organization, building credibility and trust through collaboration. * Leads solution development efforts that best address customer needs, while coordinating the involvement of all necessary Ovation Healthcare personnel. * Proactively leads a joint company-strategic account planning process that develops mutual performance objectives, financial targets, and critical milestones for a one-to-three-year period that leads to a clear action plan for success. * Coordinates the involvement of the Elevate teams to develop and articulate a strategic vision for member to meet account performance objectives and customers' expectations. * Builds strategic partnerships with accounts to further advance company goals of revenue and margin enhancement. * Keeps the organization's vision and values at the forefront of decision-making and action. * May supervise staff assigned to support responsibilities for specific customers. Knowledge, Skills & Abilities: * Working knowledge of healthcare industry, supply chain, GPOs, clinical and business personnel * Supply Chain Processes - Demonstrated understanding of end-to-end supply chain processes. * Strong analytic skills-- Advanced skills in Microsoft Excel with the ability to use functions such as Pivot Tables, VLOOKUP, etc. * Advanced skills in Microsoft PowerPoint and Word. * Ability to gather, analyze and make sense of large amounts of data and apply it to make business and customer-focused decisions. * Ability to demonstrate financial knowledge and business acumen. * Able to work under consultative direction toward predetermined long-range goals and objectives, where assignments are often self-initiated. * Excellent communication and inter-personal skills; able to present and influence credibly and effectively at all levels of the organization including the C-Suite. * Exceptional Project Management, communication, negotiation and presentation skills * Proven ability to successfully manage multiple projects and timelines. * Ability to effectively negotiate with a record of accomplishment of results. * Passion for results-- able to drive high standards for self; tenaciously working to meet or exceed challenging goals. * Demonstrated ability to calculate figures and amounts such as savings, rebates, fees, and percentages, as well as analyze statistical and financial data. * Ability to understand and follow spreadsheets and contract language. * Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow with minimal direction. * Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm. * Ability to initiate tough conversations, effectively manage internal politics, and handle conflict in a healthy, relationship-building manner. * Must demonstrate executive presence and emotional intelligence, remaining calm and confident in challenging situations. * Intimate understanding of all internal functions of both Ovation Healthcare and the accounts assigned. * Excellent time management skills with ability to use independent judgment effectively. * Ability to execute, both independently and as a collaborate member of various teams and committees. Work Experience, Education, and Certifications: * Bachelor's degree in business or management related field preferred. * Demonstrated understanding of end-to-end supply chain processes, acquired through 5+ years * Minimum 3+ years of strategic account management * Sales experience- prospecting, pipeline development, conversion not required but helpful * Project management experience or knowledge * Experience working with data analysis and visualization tools, such as Microsoft PowerBI and Tableau * Experience with Excel, Word, and PowerPoint. * Salesforce CRM experience preferred Travel Requirement: * Up to 50%, including overnight travel, is required for the role.

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! JOB OVERVIEW: The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advocacy for the client at all times. The Relationship Manager works independently and must be an excellent problem solver. This is a full-time exempt position. RESPONSIBILITIES • Become a trusted advisor and provide exemplary service in all aspects to our Private Clients. • Work as a team with other Private Client Relationship Managers and Account Managers, Private Client Associates, Private Client Advisors and EPIC Private Client leadership team. • Actively participate in thought leadership as EPIC grows and optimizes the private client practice • Provide mentorship and leadership to Private Client Associates • Develop cooperative and professional relationships with our carriers. • Manage renewal activity from start to close. • Deliver complete and accurate renewal reviews according to agency guidelines. • Look for sales opportunities by account rounding and selling additional coverage. • Assume ownership of customer concerns and feedback until completion. • Remarket accounts according to agency guidelines or at the request of the producer or insured. • Assist Private Client Advisors in initial discussions with prospective clients and the onboarding of new clients when needed. • Take on additional responsibilities. Manage projects as directed by EPIC Private Client Leadership. • Comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards. EDUCATION AND EXPERIENCE • College degree preferred, P&C Insurance License required • 5 + years Client Management Experience • Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc. • Sagitta (ATS) and ImageRight experience is preferred. SKILLS AND ABILITIES • Possess excellent written, verbal, and organizational skills. • Must be able to work within a team environment. • Account Executives are expected to avoid E&O situations. • Demonstrate a sense of urgency when responding to an inquiry. • Must possess the ability to multi-task and prioritize multiple projects. • Must possess attention to detail. • Must be punctual and reliable. • Must be able to keep information confidential. COMPENSATION: The national average salary for this role is $90 000.00 - $120 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. COMPENSATION: The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women's Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We're in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-TM1 #LI-Hybrid

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit Oversees the client service experience and reviews the approval of new client accounts Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Managing the branch's Wealth Management Client Associates and Service Support Staff Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge Coaching teams to deliver a modern, digital first service model focusing on client satisfaction Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted Minimum of 5+ years professional experience Key Qualifications for the role: Current or previous Merrill Wealth Management experience strongly preferred Self-motivated and client centric Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) Prior trend analysis experience Strong customer service and communication skills Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: Compensation Analysis Performance Management Process Performance Management Referral Management Workforce Planning Due Diligence Internal Audit Review Leadership Development Recruiting Risk Management Client Management Customer Service Management Employee Counseling Succession Planning Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CT - Stamford - 301 TRESSER BLVD (CT9301) Pay and benefits information Pay range$115,000.00 - $160,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! JOB OVERVIEW: The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advocacy for the client at all times. The Relationship Manager works independently and must be an excellent problem solver. This is a full-time exempt position. RESPONSIBILITIES * Become a trusted advisor and provide exemplary service in all aspects to our Private Clients. * Work as a team with other Private Client Relationship Managers and Account Managers, Private Client Associates, Private Client Advisors and EPIC Private Client leadership team. * Actively participate in thought leadership as EPIC grows and optimizes the private client practice * Provide mentorship and leadership to Private Client Associates * Develop cooperative and professional relationships with our carriers. * Manage renewal activity from start to close. * Deliver complete and accurate renewal reviews according to agency guidelines. * Look for sales opportunities by account rounding and selling additional coverage. * Assume ownership of customer concerns and feedback until completion. * Remarket accounts according to agency guidelines or at the request of the producer or insured. * Assist Private Client Advisors in initial discussions with prospective clients and the onboarding of new clients when needed. * Take on additional responsibilities. Manage projects as directed by EPIC Private Client Leadership. * Comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards. EDUCATION AND EXPERIENCE * College degree preferred, P&C Insurance License required * 5 + years Client Management Experience * Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc. * Sagitta (ATS) and ImageRight experience is preferred. SKILLS AND ABILITIES * Possess excellent written, verbal, and organizational skills. * Must be able to work within a team environment. * Account Executives are expected to avoid E&O situations. * Demonstrate a sense of urgency when responding to an inquiry. * Must possess the ability to multi-task and prioritize multiple projects. * Must possess attention to detail. * Must be punctual and reliable. * Must be able to keep information confidential. COMPENSATION: The national average salary for this role is $90 000.00 - $120 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. COMPENSATION: The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: * Generous Paid Time off * Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days * Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave * Generous employee referral bonus program of $1,500 per hired referral * Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) * Employee Resource Groups: Women's Coalition, EPIC Veterans Group * Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development * Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support * Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs * 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! * EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation * We're in the top 10 of property/casualty agencies according to "Insurance Journal" To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-TM1 #LI-Hybrid

Sonsoft , Inc. is a USA based corporation duly organized under the laws of the Commonwealth of Georgia. Sonsoft Inc. is growing at a steady pace specializing in the fields of Software Development, Software Consultancy and Information Technology Enabled Services. Job Description At least 5 years of experience in technology consulting, enterprise or solutions architecture and architectural frameworks. At least 3 years in a Sale Support / Client Engagement Role for new or existing deployments, RFP, SOW, Sales Presentation Creation experience At least 3 years of experience in Salesforce development and implementations Skills with good command on Apex, Visual force, controllers, triggers, batch processes, APIs and web services. At least 3 years of experience in implementing CRM solutions with a minimum of 3 years Salesforce Force.com platform/Sales Cloud/Service Cloud implementations Thorough understanding on the Life Cycle of Development including Salesforce Deployment/Packaging effectively using Metadata API, ChangeSet and Ant. Best Practices understanding on Coding Standards, Deployment, Apex, VF, Salesforce Integration, Security implementations Experience on Force.com Integration Technologies (WebServices, 3rd Party tool like CastIron/Boomi) to Integrate with On-Premise systems like Siebel, OMS and Java Based Systems Complete understanding of governor limits Implement SOAP ./ REST based web services Develop Web Services classes on Force.com platform and WSDL Generation Writing Apex Classes, Visual Force Pages, Apex Triggers, Controllers, JQueries to implement complex business requirements Fluent with SOSL and SOQL , Workflows Hands on experience with Tools like Data Loader, Eclipse, SoapUI, APEX Explorer, Ant Scripts, AJAX tool kit Migration of all the Customizations including Custom Configurations, packages, and other objects from Sandbox to Production environment Customizations of Reports, Dashboards, Workflows, Approval Processes Certified Salesforce Advanced Administrator. Salesforce configuration activities like workflow rules, setting up profiles, permissions sets, sharing rules, approval process, process builder. Experience with custom reporting, modifying pages, views and dashboards Able to understand user requirements and convert them into of Salesforce.com technical requirements, system configuration Ability to work independently and as part of a team Ability to be flexible with change Good written and verbal communication skills a must Ability to work closely within a team environment Platform Dev1/2 or DEV 501 Certification SOAP implementation of the APIs both Enterprise and Partner WSDL Single Sign On Java experience is a big plus < OR > FUNCTIONAL: At least 5 years' experience in in translate functional requirements and business rules into technology solutions and develop a technical strategy, and be able to create and effectively demonstrate solutions that address customer requirements. At least 3 years in a Sale Support / Client Engagement Role for new or existing deployments, RFP, SOW, Sales Presentation Creation experience Familiarity with Salesforce latest product launches including Wave Analytics, Lightning. Ability to work in team in diverse/ multiple stakeholder environment Experience and desire to work in a Global delivery environment Well versed with Configuration and customizations of objects Understanding of market and technology trends. Analytical skills Experience and desire to work in a management consulting environment that requires regular travel Experience in at least one of the following:- Certified Salesforce Advanced Administrator (Highly Desired) Salesforce configuration activities like workflow rules, setting up profiles, permissions sets, sharing rules, approval process, process builder. Experience with custom reporting, modifying pages, views and dashboards Able to understand user requirements and convert them into of Salesforce.com technical requirements, system configuration Ability to work independently and as part of a team Ability to work closely within a team environment Platform Dev1/2 or DEV 501 Certification (Highly Desired):- SOAP implementation of the APIs both Enterprise and Partner WSDL Single Sign On Java experience is a big plus At least 2 years' experience in translate functional requirements and business rules into technology solutions and develop a technical strategy, and be able to create and effectively demonstrate solutions that address customer requirements. Familiarity with Salesforce latest product launches including Wave Analytics, Lightning. Ability to work in team in diverse/ multiple stakeholder environment Experience and desire to work in a Global delivery environment Well versed with Configuration and customizations of objects Qualifications Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education. At least 11 years of experience in Information Technologies. Additional Information ** U.S. Citizens and those who are authorized to work independently in the United States are encouraged to apply. We are unable to sponsor at this time. Note:- This is a Full-Time & Permanent job opportunity for you. Only US Citizen, Green Card Holder, GC-EAD, H4-EAD & L2-EAD can apply. No OPT-EAD, H1B & TN candidates please. Please mention your Visa Status in your email or resume. ** All your information will be kept confidential according to EEO guidelines.

Job Description Since our founding in 2012, Lotlinx has consistently pioneered advancements in the automotive landscape. We specialize in empowering automobile dealers and manufacturers by providing cutting-edge data and technology, delivering a distinct market advantage for every single vehicle transaction. Today, we stand as the foremost automotive AI and machine learning powered technology, excelling in digital marketing, risk management, and strategic inventory management. Lotlinx provides employees with a dynamic work environment that is challenging, team-oriented, and full of passionate people. We offer great incentives to our employees, such as competitive compensation and benefits, flex time off, and career development opportunities. Job Summary The Dealer Success Manager supports our dealer base. They are responsible for interfacing with our dealers to build relationships, drive adoption of our platforms and our tools, and use data to recommend inventory strategies for success. They will generate new business and upsell our current customer base. Must be based in/near Long Island or Queens. Key Responsibilities Build and Maintain Relationships: Foster strong, long-term relationships with active dealers through weekly calls, monthly performance reviews communication and problem solving skills, providing tailored solutions for dealer success. Serve as an Ambassador: Educate dealers on Lotlinx products, company, and best practices including risk inventory, channel marketing and market trends Customer Success Reporting: Conduct regular meetings using data and reports (weekly, quarterly) to ensure optimal use of our platform, and setting up strategic campaigns to achieve dealer goals. Retention and Churn: Assess and manage risks for each dealer to proactively prevent churn, driving retention and growing revenue. Product/Service Updates: Identify and prioritize updates based on dealer feedback, industry trends, market dynamics, and competitor analysis using our tools. New Business: Generate sales with new dealerships, increase our market penetration, and contribute revenue. Current Customer Growth: Meet or exceed sales goals within an assigned book of business. Independently grow an assigned book of business Qualifications Bachelor's degree or equivalent experience 5+ years of sales experience preferred Experience with presentation tools, Salesforce, and Outreach Proven track record of sales success Experience in the automotive industry is required Existing in-market dealer relationships highly preferred What We Are Looking For? Proven Relationship Management: Proven track record of managing dealer relationships; dealer principles, dealer groups Tech-Savvy: Ability to understand, interpret, and present data effectively using a consultative approach. Quick Learner: Ability to grasp new concepts quickly, maintain an open mind for change, and proactively solve problems. Excellent Communication: Strong communication and presentation skills, with a focus on listening for understanding and influencing outcomes. Client Service Excellence: Proven track record of delivering outstanding client service. Leadership Engagement: Expertise in interfacing with client contacts at various leadership levels. Technical Presentation: Ability to effectively present Lotlinx platform and technology and respond to client requirements and requests with urgency. Client Standards Understanding: Capacity to educate and consult with dealers and requirements related to offered products, features, and solutions. Internal Communication: Ability to communicate client requirements to internal teams with urgency to ensure alignment. High Integrity and Work Ethic: Self-starter with a strong work ethic, high energy levels, and a commitment to integrity. Pay: $100,000 base salary + generous commission structure. Benefits: Medical, Dental, Vision, Matching 401k. Lotlinx is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Lotlinx is not currently able to offer sponsorship for employment visa status. Lotlinx is headquartered in Peterborough, NH and has locations in Holmdel NJ, Manitoba, Ontario and British Columbia, Canada in addition to a large team spanning from the US to Canada. Our success relies heavily on our customers but also our dedicated talent that continuously moves our platform forward. We value our employees, their abilities and seek to foster an open, cooperative, dynamic environment where the team and company alike can thrive.

As a leading provider of insurance and reinsurance with worldwide operations and employees in Bermuda, U.S., U.K., Continental Europe and Asia, we recognize that our success is derived directly from those who matter the most: our people. At Sompo International, our values of integrity, collaboration, agility, execution and excellence underpin our culture and our commitment to providing an employee experience that attracts and engages the best talent in the industry. As we continue to grow, we strive to find diverse, innovative and driven professionals to join our teams and offer a broad range of career and development opportunities at all levels, in multiple business areas, in each of our locations throughout the world. Our compensation and benefits programs are market driven and competitive, with excellent family friendly policies and flexible working provisions. Job Description Business Relationship Manager and Senior Governance Analyst, New York, NY. Manage the business relationship between our parent company and our company as it relates to IT; ensure adherence to AI governance frameworks by overseeing the implementation of AI solutions, ensuring compliance with relevant laws, regulations, and ethical standards, and regularly reporting to the AI Committee on governance status and compliance; ensure that group entities have a structured IT Governance framework in place and regularly report to our parent company on governance status and compliance. Must possess bachelor's or foreign equivalent degree Computer Science, Mathematics, Physics or Engineering plus 5 years progressively responsible work experience governance analysis and IT governance frameworks in Japan. Salary $156,645. Apply with Sompo International Services at ******************************************************

About this role: Wells Fargo is seeking a Senior Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Source and onboard new business clients through strategic prospecting, community outreach, and internal referrals Build visibility and develop strong Centers of Influence (COIs) to support long-term relationship development Deepen existing relationships by understanding client priorities and proactively identifying opportunities for engagement and expansion Manage a moderately complex book of business Drive portfolio growth by increasing core deposit balances and identifying deepening opportunities Proactively manage risk exposure and ensure alignment with underwriting policies and risk guidelines Conduct comprehensive financial and credit assessments including cash flow, collateral, and business operating cycles Structure and support secured and unsecured credit solutions within delegated authority, coordinating with credit partners as needed Present credit recommendations and financial strategies to clients and internal stakeholders Recommend and deliver a full suite of Wells Fargo business banking products including credit, treasury management, and digital banking tools Tailor solutions to client operating cycles, cash flow needs, and strategic goals Collaborate with product teams and internal stakeholders to creatively solve client challenges and streamline processes Engage financial decision-makers with proactive communication and responsive service Provide actionable feedback to enhance tools and offerings that elevate client experience and operational excellence Retain and grow client relationships by advising on financial strategies and managing expectations with transparency and care This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 2+ years of experience sourcing and or managing a portfolio of clients with $2mm - 25mm in annual revenue Strong knowledge of deposit and cash management products and services Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally Ability to balances needs of clients with associated risks and interests of Wells Fargo 3+ years of experience in business-to-business sales Established network in the local market Knowledge and understanding of financial services industry Excellent verbal, written, and interpersonal communication skills Intermediate Microsoft Office skills A BS/BA degree or higher Job Expectations: Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Posting Location: 137 W Putnam Ave GREENWICH, CT 06830 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $104,000.00 - $168,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 6 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.