District Installation Manager
Relationship manager job in Houston, TX
Securitas Technology Corporation, part of Securitas, is a world-leading provider of integrated security solutions that protect, connect and optimize businesses of all types and sizes. More than 13,000 colleagues in 40 countries are focused daily on our purpose to help make your world a safer place and our commitment to deliver an unparalleled client experience. With clients at the heart of all we do, our people, knowledge and technology power our connected ecosystem of health, safety and security solutions and services.
Summary of Duties and Responsibilities:
The District Installation Manager (DIM) will be responsible for managing all installation projects for their district to ensure that projects are completed on time, within budget in line with the margin expectations for the job with a focus on customer satisfaction. The DIM will lead a team of Project Managers, Installation Technicians and Installation Scheduler to drive installation projects.
This position will report directly to the District General Manager with regular interaction with the Regional Project Administrator and Region Finance Manager as required. This position will have regular interaction with Procurement, and National and Regional Account Sales.
Major Duties and Responsibilities:
Mentors and coaches Installation Scheduler on an as needed basis.
Ensures that Installation Technician team is fully productive to drive completion of all installation projects assigned to the district
Hires and develops Installation Technicians and Project Managers
Reviews and approves time cards for Installation team with a focus on managing overtime costs
Builds and manages a network of subcontractors to drive timely completion of projects and ensure revenue delivery
Manages and monitors improvement processes and tools for delivery and quality improvement, increased operating efficiency, increased customer satisfaction and cost reduction.
Coordinates with sales and technical teams as need for project delivery
Assists with monthly forecasts as required.
Drives project profitability by reviewing POC jobs to ensure revenue and costs are aligned.
Assists with periodic inventory processes.
Other duties as assigned.
Job Requirements:
Bachelor's degree in business-related discipline or equivalent experience
Minimum of 3-5 years of managerial/supervisory operations experience in the electronic security or related industry.
Minimum of 3-5 years of hands-on project management for large projects in the electronic security or construction industry.
Ability to coordinate and communicate with various vendors and external contacts
Requires a highly motivated individual with a combination of professional business and interpersonal skills.
Must be a leader with the ability to communicate effectively (oral/written), interact well with internal and external customers, and demonstrate problem solving skills.
Must be proficient in the use of Excel, Word, Outlook, PowerPoint, ERP system (MS Dynamics/Solomon preferred) and other computer and online systems.
Must be detail-oriented and organized with the ability to multi-task
Occasional lifting of parts and equipment as needed (up to 25 lbs); ability to sit and stand for long periods of time and operate a keyboard, phone etc.
Ability to travel via conventional means on an as needed basis and maneuver through customer sites and/or construction sites.
Securitas Technology Offers Comprehensive Benefits Including
Opportunity for annual merit pay increases
Paid company training
Medical, Dental, Vision, Life, Critical Illness, and Hospital Indemnity Coverage
Company Paid Short Term and Long-Term Disability
401K with 60% Match up to 6% of salary
Paid vacation, holiday, and sick time
Educational Assistance
Exceptional growth opportunities
Wide variety of employee discounts on travel, equipment, and more!
We are a nationwide provider of security solutions and an equal opportunity employer committed to a diverse workforce. Our core values of Integrity, Vigilance and Helpfulness are proudly demonstrated daily by our employees to our customers and the communities we service.
Auto-ApplyRegional Manager, Mission Critical
Relationship manager job in Dallas, TX
Founded in Boston, Massachusetts in 2007, Liberty offers expertise in a broad array of construction and equipment services nationwide including general requirements, equipment, supply, concrete, special projects, and site access solutions. Our experience, combined with our innovative approach and stellar customer service, ensures a seamless experience -with safety and reliability at the forefront. We've built strong relationships with key contractors and clients in every sector, including commercial, residential, healthcare, and higher education.
Overview:
Responsible for a broad spectrum of duties, covering all aspects of the Mission Critical business unit, including, client relationships, financial management, project oversight, estimating, sales, project planning, cost management, cost estimating, forecasting, time/labor management, quality management, contract administration, and safety management. The Regional Manager is responsible for ensuring that all aspects of the business unit are continuingly monitored kept in line with the business planning process. Manages overall project planning, scheduling, resource allocation, project specific estimating, submittal/RFI procurement, document control, constructability resolutions, aspects of project accounting, project specific purchasing and safety, while providing technical direction and ensuring compliance with quality standards.
Duties & Responsibilities:
Leadership & Management
Lead and mentor a team of project managers, estimators, and support staff.
Foster a collaborative, high-performance culture within the Mission Critical business unit.
Strategic Planning
Develop and implement strategic plans to achieve business goals and expand market presence with Suffolk and external clients.
Analyze market trends to identify opportunities for growth and service diversification.
Build and execute annual business plans aligned with strategic objectives.
Project Oversight
Oversee planning, execution, and closeout of General Requirements, All Access, and Special Projects, ensuring adherence to budgets, schedules, and scope execution.
Conduct regular site visits to monitor progress and address issues proactively.
Coordinate with vendors, subcontractors, labor teams, and material providers.
Client Relationship Management
Serve as the primary point of contact for all client deliverables and emerging opportunities.
Build and maintain strong relationships with clients, subcontractors, and suppliers.
Identify and pursue new business opportunities through networking and negotiations.
Financial Management
Prepare and manage project budgets alongside project teams.
Analyze financial performance and implement improvements to enhance profitability.
Oversee the Mission Critical WIP, P&L, and annual business plan.
Safety
Ensure compliance with all industry regulations, safety standards, and company policies.
Champion a culture of safety and risk management across all operations.
Estimating & Sales
Ensure timely and accurate estimate preparation.
Partner with client preconstruction teams to maximize opportunities.
Travel Requirements
Willingness to travel to ensure projects are operating smoothly and effectively.
Qualifications:
Bachelor's degree in Engineering, Construction Management, or a related field.
Strong concrete construction knowledge and analytical skills preferred.
Ability to read and interpret project plans and specifications.
Robust experience in project planning, forecasting, and cost estimating.
Proficiency with Microsoft Office, digital takeoff software, Bluebeam, On-Screen Takeoff, AutoCAD, Microsoft Project, and Timberline.
Strong understanding of the critical importance of project safety.
Excellent communication, organizational, and time-management skills.
Ability to effectively plan, organize, schedule, and make sound decisions based on evolving information.
Ability to work and contribute in a professional, team-oriented environment.
Willingness and ability to wear multiple hats (PM, APM, Assistant Estimator, Assistant BIM, etc.).
Ability to travel to other regions as needed.
Working Conditions:
Construction jobsite and warehouse conditions, which include exposure to high temperatures; cool/cold temperatures; weather conditions, and loud noises. Some general office and construction trailer working conditions. Job site walking.
EEO Statement:
Liberty provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, pregnancy or maternity, national origin, citizenship, genetic information, disability, protected veteran, gender identity, age or any other status protected by law. This policy applies to recruiting, hiring, transfers, promotions, terminations, compensation, benefits, and all other terms and conditions of employment. Liberty will not tolerate any unlawful discrimination toward, or harassment of, applicants or employees by anyone at Liberty , or anyone working on behalf of Liberty.
Account Manager
Relationship manager job in Dallas, TX
Ecommerce & Amazon Marketplace Manager (US & Canada)
👤 Reporting to: Global Head of Marketplaces
Our client is a brand that is synonymous with the sporting world! This brand has been around for well over a century. Still, following a recent PE equity acquisition, they are now entering into a new period of growth that is going to have technology at the forefront.
They're looking for a hands-on, data-driven Amazon & Ecommerce Marketplace Manager to own and optimise their Amazon and wider marketplace operations across the US and Canada.
This role is perfect for someone who thrives in the detail, enjoys fixing problems fast, and knows how to balance commercial performance with operational excellence.
What You'll Do
Own day-to-day Amazon and marketplace operations across the US & Canada
Manage Seller Central activity including FBA/FBM, pricing, replenishment, and issue resolution
Ensure listings are accurate, compliant, optimised, and conversion-ready
Partner with supply chain, logistics, and marketing to align stock, demand, and promotions
Track and report on key KPIs (sales, availability, OOS %, margins, delivery performance)
Support Prime Day, Deals, Coupons, and major promotional events
Identify inefficiencies and drive continuous process improvements
What they're looking for
3-5 years' experience managing Amazon marketplace operations (FBA & FBM)
Deep knowledge of Seller Central, inventory management, and marketplace KPIs
Strong analytical skills (Excel / Google Sheets; BI tools a plus)
Familiar with Amazon Ad Console, Brand Analytics, and tools like Helium10 or Jungle Scout
A proactive, detail-oriented operator who enjoys rolling up their sleeves
What Success Looks Like
Strong revenue and margin delivery
95% FBA stock availability
98% on-time delivery
Clear, actionable weekly reporting
In return you'll get a competitive base salary up to ¢160,000 plus bonus, healthcare and 401k. If you're interested please share your CV or reach out **************** for further details.
Senior Regional Manager, Schwab Wealth Advisory
Relationship manager job in Roanoke, TX
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.
As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.
We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager.
What you are good at:
Motivating - As a leader you will inspire your team by providing support and championing the collaborative Schwab culture.
Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division.
Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP or CFA investment professionals.
Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met.
Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
CFP designation, CFA designation required (may consider 24 month condition of employment)
Bachelor's Degree required
Active and valid FINRA Series 7 license required
Active and valid FINRA 66 license required (may consider a 120-day COE)
Active and valid FINRA 9/10 required (may consider a 120-day COE)
Five plus years' experience in the financial services industry
Minimum of 2 years supervisory experience strongly preferred
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Account Manager
Relationship manager job in Houston, TX
RAM Companies (RAM) is a technology driven leader in roof, pavement and lighting infrastructure assessment and asset management using patented infrared processes. These processes save clients' money and support sustainability initiatives by extending the life of mission-critical infrastructure and aiding in long-term capital planning and cost management. RAM does this by providing aerial assessments, design, and project delivery services to national and international clients in both the private and public sectors. RAM's client base includes many long-term relationships with major industries, integrated facilities managers, and public entities.
RAM is seeking an Account Manager, located in Texas, to join our team to support sales and achieve profit goals for a wide range of clients within the United States. Our Sales team's mission is to bring exciting and complex projects to RAM to solve our clients' challenges. They live on the front lines, developing meaningful relationships and creating strong partnerships. Their specialty: connecting clients to the technical teams who understand the challenges and deliver innovative solutions that exceed expectations.
Responsibilities:
Serve as the primary point of contact for assigned client accounts, ensuring high quality service and responsiveness.
Educate existing and prospective clients on the advantages of RAM's superior patented technology, reinforcing value with current accounts while supporting new business opportunities.
Build and maintain long-term client relationships by understanding client business needs and providing tailored solutions.
Prepare, maintain, and execute account-specific strategy plans to support retention and growth.
Identify, prospect, and develop new client opportunities to expand the company's portfolio.
Develop project proposals, scope of services, and pricing to secure profitable work with existing and new clients.
Oversee sales support activities including contracts, customer service, invoicing, procurement, and collections.
Communicate information, both orally and writing, to a diverse audience including private sector, local, state, and federal agencies, architects, engineers and developers.
Develop and deliver account reviews, presentations, and value propositions to demonstrate service effectiveness and promote continued business.
Collaborate with internal staff to ensure client needs are addressed and projects are delivered successfully.
Monitor client satisfaction, troubleshoot issues proactively, and escalate concerns as necessary
Represent the company at conferences, industry events, and professional organizations to strengthen relationships, generate leads, and promote services.
Enter and maintain accurate and up-to-date client and account information in CRM (e.g./ HubSpot).
Assist with forecasting, reporting, and account planning.
Required Qualifications:
9+ years' experience working in Engineering, Business or related field.
Strong account management and client relationship skills.
Demonstrated success in identifying, pursuing, and winning new client business.
Proven ability to retain and grow accounts while identifying upsell/cross-sell opportunities.
Demonstrated history of exceeding goals and building strong client relationships.
Solid business acumen and consultative sales approach.
Experience in the roofing and familiarity with thermal, imaging/aerial infrared technology, construction, or related technical services industry preferred.
Proficiency with Microsoft Office products; CRM experience (HubSpot preferred).
Excellent verbal and written communication skills, with the ability to present to clients and stakeholders at all levels.
Strong problem-solving and negotiation skills.
Highly organized and able to manage multiple accounts simultaneously.
Comfortable working in a fast-paced environment with frequent deadlines; self-motivated and proactive.
Strong collaboration skills, able to work both independently and as part of a team.
Sales Manager
Relationship manager job in Houston, TX
About the Company
SESCO Terminals is a subsidiary of an international, diversified group of companies with revenues of $2.3 billion, and is a distributor of building materials. With a growing footprint of satellite locations and distribution partners across the U.S., they continue to expand their reach and realize their vision of bringing construction to an era of brighter possibilities, with a focus on providing customers with superior products to help them build and manufacture high-quality structures and solutions.
About the Role
This is a direct hire position working for SESCO Terminals at our corporate office in Houston, TX.
Position: Sales Manager - Fabricated Steel & Industrial Structures (GSF - A Division of SESCO Terminals)
Location: Houston, TX (with travel across the U.S.)
Reports To: Commercial Director, GSF
Start Date: December 2025 - January 2026
Overview
GSF (a division of SESCO Terminals) is the U.S. arm of Gazala Steel Fabrication (GSF), a leading international steel fabricator and engineered solutions provider headquartered in Egypt.
As part of our U.S. market entry, we are seeking a high-performing, entrepreneurial Sales Manager to lead new business development for fabricated steel structures, plate work, and mechanical systems used across ports, terminals, energy, industrial, and construction projects.
This role is ideal for a driven "hunter" who thrives in open markets, understands industrial fabrication, and can create opportunity through persistence, relationships and value-driven selling.
Responsibilities
Lead the launch of GSF's sales presence in the U.S. market.
Identify and pursue new customers among EPC firms, port developers, terminal operators, and industrial contractors.
Build a pipeline of project-based opportunities for fabricated structures, hoppers, conveyors, silos, and mechanical assemblies.
Develop client relationships from first contact to contract signature.
Collaborate closely with the Sales Engineer and GSF Egypt's estimation team to produce technical and commercial proposals.
Negotiate pricing and terms in line with company strategy.
Provide continuous market intelligence-competitor pricing, project leads, and emerging sectors.
Represent GSF and SESCO Terminals at trade events, conferences, and client visits.
Maintain CRM data and prepare monthly business development reports.
Qualifications
7-10 years of experience in industrial or EPC sales, with emphasis on fabricated steel, structural, or mechanical systems.
Proven success in new market or territory development.
Strong commercial and technical understanding of project-based fabrication.
Existing relationships in construction, energy, logistics, or port infrastructure sectors preferred.
Bachelor's degree in business, engineering, or related field.
Willing to travel as needed for business development and site visits.
Required Skills
Entrepreneurial and proactive - thrives in a build-from-scratch environment.
Hunter mindset - relentlessly pursues and closes new opportunities.
Confident communicator - can build credibility quickly with engineers and executives alike.
Self-motivated, organized, and results driven.
Pay range and compensation package
Competitive base salary plus commission and performance-based bonus. Long-term growth potential within the expanding SESCO Terminals and GSF Organization.
Equal Opportunity Statement
SESCO Terminals is committed to diversity and inclusivity in the workplace.
Pharmacy Relationship Manager
Relationship manager job in Fort Worth, TX
Job Description
Whether you are working in the Pharmacy industry looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, America's Pharmacy Group, LLC is a great opportunity for you.
As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans.
Our Pharmacy Savings Card works like GoodRx and SingleCare. With savings of up to 80% off prescriptions, we provide the highest discounts in the industry!
We are now seeking Pharmacy Relationship Managers in your area!*
What does a Pharmacy Relationship Manager do?
Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions
Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications
Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers
*We are currently hiring for positions nationwide.
Please only submit one application, even if you are interested in multiple territories. We will discuss the location you desire during the interview process.
Requirements
What you need to qualify:
Pharmaceutical/medical sales experience is preferred but not required
Sales skills with a proven track record
Exceptional interpersonal skills (building strong relationships)
Excellent verbal and written communication skills
Ability to work independently to oversee accounts and increase revenue
Benefits
Training and compensation:
We include comprehensive training and ongoing coaching
Great Commission! We pay commission on a per-claim basis, which means you make money every time someone uses our Pharmacy Savings Card!
Monthly Bonuses
Client Relationship Manager
Relationship manager job in Conroe, TX
Jobs for Humanity is partnering with Thrive Skilled Pediatric Care LLC to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.
Company Name: Thrive Skilled Pediatric Care LLC
Job Description
Calling all social entrepreneurs, Client Relationship Managers, and Account Managers!
Come work with a purpose! Are you a people person who is results-oriented? Do you pride yourself on being creative and able to solve complex problems and juggle competing priorities? Have you been told you have grit and determination? Would you like to use these skills to make a difference in the lives of children, their families, and the clinicians who support them?
Opportunity:
This role presents a guided path to leadership opportunities. The candidate successful in this role will have foundational leadership skills that will prepare them for a bigger scope of responsibility within the organization. Thrive SPC is excited about investing in our employees with structured coaching, mentoring, and leadership development.
We seek a
Client Relationship Manager
who can hit the ground running - cultivating and managing relationships with the parents of our clients and the nurses who care for them. This is a terrific opportunity to build and “grow your own business” sharing in the personal and financial rewards of a service role in the healthcare industry.
We're building our next generation of Location Directors by investing in people like YOU! Come grow with us!
Thrive Skilled Pediatric Care's purpose is simple, to provide high quality clinical home care to medically fragile children so they can grow and flourish to their full potential. We deliver this through our commitment to our purpose, our passion for what we do, and our pride in contributing to the health and wellbeing of children and their families.
Requirements:
New College Grads Welcome to apply!
Thrive SPC will train and develop candidates with the right mix of compassion, dedication and determination and those who embody our purpose and core values.
Bachelor's degree required or equivalent work experience.
Minimum of 2 years sales or service experience in fast-paced environment.
Demonstrated success in building long-term relationships with a broad range of people.
Experience recruiting/hiring candidates desired.
Dynamic interpersonal and communication skills.
Results-oriented with a proven ability to work independently, as well as with a team, to deliver on expected performance results. A can-do attitude is a must.
Excellent organizational and oral/written communication skills.
Home care or health care experience desired.
Proficient with MS Office (Word, Excel, Outlook, PowerPoint) and other systems.
Responsibilities:
Maintains and updates staffing needs of our patients and their families in a timely manner.
Coordinates the opening of new patient referrals in partnership with the Clinical Supervisor.
Utilizes Thrive SPC's applicant tracking system to engage and convert nurses and other care team members after initial screening and submission of the candidates from the Talent Acquisition Team.
Seeks and engages in opportunities to attract nurses through passive methods: sourcing, employee referrals, local job fairs, etc. to successfully fill the needs of open cases.
Takes responsibility to ensure the nurses desired hours are met weekly to ensure retention of the team members.
Works closely with Onboarding Specialist to ensure all nurse credentials are up to date.
Utilizes strategic staffing methods to optimize the care coverage for all patients and nurses, including communication of all schedule changes, ensuring patients are staffed to meet the patient/guardian's needs with an appropriately skilled clinician, and within insurance authorization.
Handles on-call responsibilities, responding to employee and client needs, and covering open shifts.
About Thrive Skilled Pediatric Care
Thrive Skilled Pediatric Care provides care to children who most need it, in the place that is best for them and their families - home. We offer a full range of clinical home care services and work collaboratively to ensure our patients receive the highest quality care for the best possible outcomes. Thrive SPC team members work in a rewarding, supportive and values-driven environment, with comprehensive benefits and best-in-class development programs designed to advance their careers.
Client Relationship Sales Manager
Relationship manager job in Crowley, TX
Job Description
emphasizes long-term client relationships, not one-off transactions.
You'll work with people already open to discussion.
Clear communication and follow-up drive success.
What We Provide
Training & mentorship (no experience required)
Access to reputable insurance carriers
Optional third-party benefits and incentive opportunities
Remote work with flexible scheduling
Trips, bonuses, and optional benefits are performance-based and not guaranteed.
Requirements
Life Insurance License (or willing to obtain - state timelines vary)
Authorized to work in the U.S.
Must pass a background check
Self-motivated and comfortable working independently
Prior sales, service, or leadership experience is helpful but not required
Compensation
Commission paid directly by partnered carriers
Earnings are based on individual sales performance
Opportunities for higher commission tiers and bonuses based on results
How to Apply
If you're looking for a flexible, sales-driven career helping families protect their financial future, apply today to schedule a short introductory call.
Wealth Management Client Relationship Manager
Relationship manager job in Dallas, TX
**Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.
Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA.
- Deeply curious with a demonstrated ability to uncover the needs of the client.
- Giving and receiving constructive feedback are hallmarks of your character.
- Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
- Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
- Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning.
- Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic.
**Key Responsibilities and Duties**
+ The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
+ Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
+ Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
+ Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.
+ All licenses and registrations must be obtained within 120 days from start date.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 2+ Years Required; 3+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 7; Series 63; Series 65; Series 66
**Licenses and Certifications**
+ Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
6IC
Related Skills
Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management
**Anticipated Posting End Date:**
2026-01-05
Base Pay Range: $62,500/yr - $87,500/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
+ For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
+ For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
Customer Relationship Manager
Relationship manager job in Addison, TX
Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs.
Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence.
Position Details:
Industry: Banking
Location: 16001 N Dallas Pkwy, Addison, TX - 75001
Job Title: Customer Relationship Manager
Duration: 12 months
Shift Timings: 9-6 local time, must be flexible to work within this shift
Job Description:
• General knowledge about the entire loss mitigation process is necessary to manage a large portfolio of customers throughout the default servicing lifecycle.
• The Customer Relationship Manager (CRM) position requires expertise in loan modification.
• The CRM serves as a single point of contact and trusted advisor for these borrowers.
• Sensitivity to the nature of a distressed customer situation and professional demeanor are important attributes to possess in communicating with customers, as well as setting expectations, about loan status and possible difficult decisions up to the final resolution.
• The CRM will oversee broad set of activities that include managing a portfolio of loans in default, loan modifications, document validation, NPV modeling, second mortgage modifications, short sale/ DIL, and answer technical foreclosure questions. In many cases, (e.g., short sale/DIL/foreclosure) the CRM will be needed to initiate and possibly facilitate connections and dialogue between the borrower and the appropriate expert who can address specific questions and situations.
• The CRM will need to document notes in the customer-facing system and monitor accounts for trial payments, including lengthy repayment plans and special forbearances.
• The CRMs responsibilities may also include assisting with non-customer facing activities, such as pre-validation document checking, impounding, escrow, and investor approvals.
• Ability to clearly communicate the customer's current status and the steps that are required in order for us to make a Fair, Fast and Final decision.
• Demonstrated ability to meet/exceed established performance metrics, such as: resolutions, quality and other various performance metrics such as answer rate and SLA adherence.
Additional Information
To know more on this position or to schedule an interview, please contact;
Vishal Patel
************
vishal.npatel[@]collabera.com
Private Banking Officer II
Relationship manager job in McKinney, TX
It's about caring for the generations ahead.
Are you a customer experience champion? Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice?
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Private Banking Officer II,
you
will help customers manage their financial lives. Often, our private bankers are a helping hand to families for generations and continue to share their love and knowledge of finance with them. They do so by collaborating with other Frost lines of business, especially investments, insurance, and the customer's other advisors, like attorneys and CPAs, to build a team around the customer. They work with a team to develop tailored plans based on customers' needs and goals.
What you'll do:
Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable assets)
Generate a minimum of $4.5 million in new business per quarter and secure at least 10 new affluent client relationships annually
Actively make sales calls to clients and prospects. Engage in pre-call/post-call planning and strategy review
Monitor and manage client's existing credit relationships by reviewing current loan portfolio on a regular basis
Identify and recommend products and services best suited to meet clients' needs
Develop and maintain excellent working relationship with credit underwriting team
Participate in community and professional activities in order to enhance Frost's image and expand personal network of business contacts
Develop, maintain, and enhance relationships with individuals whose circles of influence include potential new clients
Provide leadership within the private banking team, while remaining a team player
Accept special project assignments in support of the private banking group
What you'll need:
Bachelor's degree or equivalent work experience
5+ years of experience in financial industry
Working knowledge of financial analysis relating to personal financial statements and personal income tax returns
NMLS license; the ability to transfer license to Frost or obtain license within 60 days
Comprehensive understanding of lending practices and loan servicing requirements for personal finance needs
Specialized knowledge of client benefits offered by Frost's brokerage, investment management, trust, and insurance groups
Ability to perform with limited supervision
Experience in managing a portfolio of affluent and high net worth clients
Demonstrated capacity to sell products and services within the financial services industry
Proven record of success in cultivating new relationships
Outstanding interpersonal, calling, sales, and negotiation skills
Excellent verbal, written, communication, organizational, and customer service skills
Proficient in Microsoft computer applications
Additional Preferred Skills:
Series 7, 63, & Group 1 Insurance license (or attainment within 6 months).
Property and Casualty Insurance license
Certified Financial Planner designation
Certified Wealth Strategist designation
Completion of formal credit training
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
Auto-ApplyClient Relationship Lead - NorthPark Center
Relationship manager job in Dallas, TX
Neiman Marcus Group is a relationship business that leads with love in everything we do-for our customers, associates, brand partners, and communities. Our legacy of innovating and our culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. Our brands include Neiman Marcus and Bergdorf Goodman.
Your Role
As our Client Relationship Lead you will create and support growth strategies for targeted client segments at the store level, enabling associates to cultivate relationships with clients of the Neiman Marcus brand. You will work onsite in your assigned store and report to the store General Manager.
What You'll Do
Cultivate relationships with all client segments within the store/market
Develop and decide the best practices to deploy to achieve Client Development KPIs in Store or Market in collaboration with Brand Experience
Guide all Client Development-specific initiatives in store in partnership with Client Development Market Manager and Store Leadership Team
Leverage digital tools as an important enabler to deepen and build relationships
Identify opportunities to deepen relationships with top clients for Private Client Relations (PCR) programs and experiences
Assist and partners with Brand Experience coordinating in-store experiences (e.g., Fitting Room Experience, events)
What You Bring
2-4 years of experience, luxury retail fashion experience
Ability to establish close working relationships
Microsoft Office Suite proficient
Associate will work a flexible schedule
Certain roles may require standing, bending, climbing stairs, and lifting and carrying up to 10 pounds
Inclusive Benefits
We offer an inclusive and comprehensive range of benefits to our valued associates, including:
Medical, Dental, Vision Benefits
Disability Benefits
Paid Parental Leave, Paid Family Leave, and Adoption Support
Paid Time Off
Retirement Savings Plan (401K) and Life Insurance
Financial Solutions
NMG Associates Core Discount of 30%
Personal and Professional Development Opportunities
For more information, please click “Our Benefits” section on our career site or reference the link here: https\://**********************************
About Neiman Marcus Group
Our legacy of innovation and culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. As a female-founded, female-majority organization that outpaces the U.S. population in racial and ethnic diversity, our people are at the heart of our progress, and we take great care to protect and empower them.
We are committed to equal employment opportunity regardless of race, color, religion, sex, pregnancy, sexual orientation, gender identity and/or expression, marital status, age, national origin, disability, genetic information, veteran status, or any other status protected by federal, state, or local law.
We are committed to providing reasonable accommodations during our Talent Acquisition process. If you have a disability and need assistance or an accommodation, please email us at *********************************.
Auto-ApplyLuxury Client Relationship Manager
Relationship manager job in Houston, TX
We are seeking a dynamic and experienced Luxury Client Relationship Manager to join our Houston photography studio. As a Luxury Client Relationship Manager, you will be responsible for providing unparalleled service and building enduring relationships with our clientele. You will serve as the primary point of contact for our guests, delivering personalized experiences and ensuring their satisfaction at every touchpoint.
KEY RESPONSIBILITIES
1. Client Engagement and Relationship Building:
- Cultivate strong, trust-based relationships with guests through personalized interactions, understanding their unique preferences and expectations.
- Serve as the main point of contact for guests, addressing inquiries, providing guidance, and offering bespoke solutions to meet their needs.
2. Exclusive Service Delivery:
- Provide a white-glove experience to Nuovo guests, offering concierge-style services such as private consultations, and customized photography sessions tailored to their tastes and preferences.
- Demonstrate expert knowledge of our photography services, including studio offerings, packages, and customization options, to deliver informed recommendations and advice.
3. Client Experience Enhancement:
- Anticipate and exceed the evolving needs of clients, proactively offering innovative solutions and upscale experiences to enhance their overall photography studio experience.
- Collaborate closely with clients to identify their unique needs and desires, offering bespoke solutions and personalized recommendations to meet their expectations.
4. Upselling and Revenue Generation:
- Identify opportunities for upselling additional photography services, products, or packages to guests, maximizing revenue and profitability for the studio.
- Handle high-value transactions with precision and attention to detail, ensuring a seamless and secure process for luxury purchases or investments.
5. Client Loyalty:
- Continuously assess client satisfaction and feedback, seeking opportunities for improvement and refinement of services to enhance the overall luxury client experience.
REQUIREMENTS
Qualifications?
- Proven experience (3+ years) in luxury client relationship management, preferably within the sales, hospitality, or luxury retail industry.
- Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with clientele.
- Strong sales acumen and negotiation skills, with a track record of driving revenue growth and achieving sales targets.
- Impeccable attention to detail and organizational skills, with the ability to manage multiple client accounts and projects simultaneously.
- Proficiency in Mac iOS systems.
- Passion for photography, art, and lifestyle trends.
- Availability to work evenings and weekends.
BENEFITS
Benefits?
- Competitive commission-based salary, with an annual base salary of 52k - opportunity to earn 100k to 150k+;
- Complimentary Nuovo shoot and beauty services
- Full-time employer benefits: Complete Group Insurance Benefits Package, including life, dental, disability, spousal.
Join Our Team:
If you are a dynamic and results-driven professional with a passion for delivering exceptional service to luxury clientele, we invite you to join our team and be part of our commitment to excellence in photography studio experiences. Apply now to embark on a rewarding career creating impactful client experiences!
Note: At Nuovo Photography, we celebrate diversity and are an equal opportunity employer. We encourage individuals of all backgrounds and experiences to apply.
#NUOVOUS
Client Relationship Manager
Relationship manager job in Richardson, TX
Who we are: BAL is a team of brilliant people who change lives through elite immigration work and collaborative innovation. We pursue the exceptional in all that we do, but never at the expense of our values. There's no denying our work is demanding, both in volume and pace, but we're up for the challenge. We love the balance of hard work and fun - so, you'll see us in jeans as we shatter glass ceilings and conventional stereotypes. BAL employees feel valued, rewarded, and respected. We seek opportunities to be of service to others and our communities. We are committed to your growth and development, and want to set you up for success here at BAL and beyond.
Who you are: You are looking for work that has a purpose. You aren't afraid to roll up your sleeves and get stuff done. You learn quickly. You move fast. You embrace challenge and detail as well as creative thinking. You believe you have something unique to contribute and you aren't afraid to raise your hand. You understand that powering human achievement is ultimately about impacting a real person. You are looking for a place to grow and an environment where everyone has a spot and is genuinely welcome.
We're better together: A bright, driven person like you and an industry-leading powerhouse like BAL? It's a perfect combination! We truly want to see you succeed here and become an integral part of our mission to provide an experience that makes a positive difference in people's lives. Come be a part of something special, where you can have an impact and be valued just for being you!
In addition to competitive pay, a discretionary annual bonus, and a supportive, team oriented culture, we offer an outstanding benefits package that includes medical, dental, vision, disability, and life insurance, sick time, unlimited vacation, and 401(k) with company match.
OVERVIEW:
The Client Relationship Manager (CRM) is responsible for driving the client experience and day-to-day delivery of account management functions in collaboration with broader firm-wide resources. A CRM may support a single client or portfolio of clients in which they need to fully understand their client's business objectives, values, culture, performance metrics, competitive landscape, financial considerations, organizational structure and key contacts. A successful candidate will demonstrate a strong aptitude for developing and fostering relationships, while ensuring an exceptional experience, overall satisfaction and client retention.
PRIMARY RESPONSIBILITIES: (Under the supervision of Client Relationship Director or Client Relationship Senior Manager):
Responsibilities and essential job functions include but are not limited to the following:
Client Experience (CX): Always thinking about how to elevate client experiences within respective accounts while leveraging firm wide best practices and strategies. Drives continuous improvement in how we serve our clients and their employees. Responsible for administering and maintaining client specific workshops, playbooks, culture decks, etc.
Program Delivery: Day to day oversight and pro-active management of client deliverables to ensure on-time delivery while mitigating potential issues. Ensure client needs are addressed through reporting. Coordinate and collaborate cross-functionally as needed. Ensure alignment on client-specific program processes, goals and objectives.
Issue Resolution: Responsible for working cross functionally to manage escalation resolution, including Root Cause analysis and messaging to client stakeholders.
Staffing & Resources: Regular review and monitoring of CR resourcing needs in support of accounts. Establish regular 1-on-1 meetings with direct reports. Responsible for performance management and feedback of direct reports and provide mentorship, professional growth and development opportunities. May assist in potential candidate interviews and new employee onboarding activities.
Stakeholder Engagement: Develops and fosters relationships with client stakeholders. Establish and drive client-centric service reviews to address areas such as forecasting, policy development, protocols, program and process improvements, customized communications, management reporting, transition project management, client satisfaction, and outsourced support. Prepare and participate in delivering annual and quarterly business reviews, as well as other presentations in alignment with client culture. Responsible for meeting agendas, recaps, action items, status calls, program forecasts, etc.
Status, SLA and Reporting: Monitor client satisfaction, SLAs and KPIs through dashboards and reporting. Liaise with Partners and Practice Support to ensure the legal team's performance metrics align to contractual obligations, SLAs, KPIs, and NPS goals, and deliver client presentations, specific dashboard read-outs and weekly status updates to Partners and client stakeholders.
Financials and Account Health: Responsible for out-of-scope pricing and project billing, and be a steward of margin optimization across accounts. Coordinate with cross-functional departments and Relationship Partners to monitor overall account health.
Project Management: Understand the project management lifecycle, identify new projects, and own overall delivery of projects, including creating project plans and driving timelines, updates to stakeholders, change management planning and risk management.
Knowledge/Training: Ensure client-specific needs and expectations are clear and communicated with account teams to enable training across departments.
Insights: Work with the legal team to identify information/insights on upcoming legislative and policy/process changes and flag these to the Client Relationship Director to determine plan to communicate to client stakeholders. Develop insights based on program model, service delivery, client culture, values, goals, objectives and priorities, and make strategic recommendations to drive programmatic improvements.
Technology: Identify improvement opportunities as it relates to the firm's technology used to enhance the client user experience and/or internal processing efficiencies. Oversee and coordinate technology enhancements on behalf of the client.
Growth: Ability to recognize growth opportunities, billable and non-billable, and present them to account leadership.
May include other job duties as assigned.
SUPERVISORY RESPONSIBILITIES
Ensure team is meeting deadlines
Identify team and individual objectives
Identify areas for creating efficiency and accuracy
Responsible for creating a positive work environment, executing performance management, conducting feedback sessions, and establishing goals for continuous improvement
Support an environment that fosters passion and teamwork
Provide training to new and existing client relationship staff, as needed
QUALIFICATIONS:
Bachelor's Degree required
3-5 years' relevant and/or industry experience
2+ years' indirect or direct supervisory experience
Must be proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
Ability to thrive in a fast-paced environment
Values collaboration and teamwork
Accountable and proactive attitude
Ability to work independently
Strong project management skills and ability to handle multiple priorities in a fast-paced environment
Acute attention to detail
Exceptional organizational skills
Excellent communication skills; both written and verbal
Excellent relationship skills
WORKING CONDITIONS:
Able to sit and work at a computer keyboard for extended periods of time.
Able to stoop, kneel, bend at the waist and reach on a daily basis.
Able to perform general office administrative activities: copying, filing, delivering and using the telephone.
Able to lift and move up to 25 pounds occasionally.
Regular and on-time attendance.
Must be able to prioritized, schedule and complete testing required for multiple applications with overlapping schedules.
A certain degree of creativity and flexibility is required.
Hours may exceed 40 hours per week.
Occasional travel by conventional means including aircraft, motor vehicle and the like within the region and to other locations as required.
Note: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required and are not intended to be an exhaustive list of all duties, responsibilities or qualifications associated with this job.
Berry Appleman & Leiden is an Equal Opportunity Employer. It is the policy of BAL to ensure an equal employment opportunity without discrimination or harassment on the basis of race, color, national origin, religion, gender, gender identity or expression, age, disability, alienage or citizenship status, marital status, creed, genetic predisposition or carrier status, sexual orientation or any other characteristic protected by law. BAL prohibits and will not tolerate any such discrimination or harassment.
BAL does not accept unsolicited resumes from recruiters or employment agencies. BAL is under no obligation to pay any referral compensation or recruiter fee in the absence of a current executed Recruitment Services Agreement. In the event a recruiter or agency submits an unsolicited resume or candidate without an agreement, BAL reserves the right to pursue and hire said candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of BAL. If your agency would like to be considered as a potential recruiting partner, please forward your contact information to *******************.
Easy ApplyClient Relationship Manager
Relationship manager job in Houston, TX
For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun while earning what you're worth with a lot of really awesome people.
Client Relationship Manager (Outside B2B Sales)
Sales Territory: Local Radius to Houston, TX
Workplace: Hybrid of Field, Remote, Office
Competitive Base | Uncapped Commissions | Bonuses | Benefits | Car Allowance
The Culture Sets the Vibe
At Ernest, we don't just build careers-we build community. Our culture is rooted in putting our people first, always. We believe in celebrating wins big and small, sharing meals, enjoying the journey together, and showing real appreciation for the individuals who make our company great. When you join Ernest, you become part of something bigger: a connected culture where you're valued, supported, and empowered to thrive. This isn't just a place to work-it's a second home, a second family, our Ernest family.
Ready to build something that's yours-forever?
At Ernest, we don't just sell packaging-we build partnerships. We're looking for a Client Relationship Manager who thrives in the field, loves the chase, and builds lasting relationships that pay off (literally).
This is outside sales with serious upside. You'll prospect, pitch, and open new accounts-and then own and grow them. You'll keep earning residual income from every account you bring in. That's right-forever.
What You'll Do
Engage potential clients through proactive, in-person outreach and meaningful relationship-building within your territory
Develop a book of business through new client acquisition
Manage and grow the accounts you open-these are yours to keep
Offer solutions with our products in packaging, automation, janitorial, safety, and beyond
Represent the Ernest brand with professionalism and personality
What You'll Get
Uncapped earnings: Base salary + commission + bonuses + car allowance
Residual income from your accounts (even years down the line). High impact, high reward. $200k-$400k isn't a stretch-it's the standard for our best.
Benefits: Medical, dental, vision, 401(k), PTO
Culture that clicks: Fun, supportive, driven-we root for each other
Legacy with lift: 79+ years of innovation, and we're still growing
What We're Looking For
Passion for sales and relationship-building
Previous experience in outside sales
Hunter mentality with a knack for face-to-face engagement
Resilience, positivity, and an entrepreneurial gritty spirit
We're not your typical company and we don't want typical salespeople. We want someone bold, curious, driven, and ready to grow something extraordinary. If this is you, let's do this. Unbox your potential by moving packaging forward-with Ernest.
Wanna see what makes us awesome? Hit play on our latest videos:
Newest Company Video with Keanu Reeves!
Watch us make a cardboard skateboard with Tony Hawk!
Ernest is a nationwide company, but did you know that our humble roots started in a Los Angeles garage? Brothers Ernie and Charles Wilson founded the company in 1946 with a dedication to customized service. Even after decades of delivering great packaging to our customers, that commitment has never changed. We always find the best solution to fit our customers' needs, even if we have to invent it!
Auto-ApplyWealth Management Client Relationship Manager
Relationship manager job in Frisco, TX
**Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.
Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA.
- Deeply curious with a demonstrated ability to uncover the needs of the client.
- Giving and receiving constructive feedback are hallmarks of your character.
- Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
- Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
- Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning.
- Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic.
**Key Responsibilities and Duties**
+ The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
+ Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
+ Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
+ Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.
+ All licenses and registrations must be obtained within 120 days from start date.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 2+ Years Required; 3+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 7; Series 63; Series 65; Series 66
**Licenses and Certifications**
+ Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
6IC
**Required:**
+ 2+ years of financial services experience.
+ Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date.
**Preferred:**
+ 3+ years of financial services experience.
+ Series 7, 66 (or 63 and 65), and life and health insurance licenses completed.
Related Skills
Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management
**Anticipated Posting End Date:**
2025-12-31
Base Pay Range: $62,500/yr - $87,500/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
+ For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
+ For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
Client Relationship Manager
Relationship manager job in San Antonio, TX
Job DescriptionRelationship Manager
This role is located 100% onsite in San Antonio, TX.
At DATAMARK, Inc., you will experience a dynamic and inclusive company culture that emphasizes collaboration, innovation and professional development. Our team is supportive, engaged and enjoys working together to achieve shared goals. We offer exceptional benefits and are committed to promoting your well-being both in and out of the workplace. Join DATAMARK as a Relationship Manager and contribute your expertise in a role where your impact truly matters!
As a Relationship Manager you will serve as the primary point of contact for our clients, playing a vital role in managing accounts and ensuring that our back office operations effectively meet their needs. Your goal will be to uphold the highest service standards while identifying areas for improvement, sales and growth. This role requires BPO experience.
Key Responsibilities:
Client Interface: Build and maintain strong relationships with key clients, addressing their concerns and ensuring their satisfaction in our BPO work space.
Performance Analysis: Monitor metrics and performance to ensure service levels are met and identify opportunities for enhancements.
Collaborative Approach: At Datamark a Relationship Manager will work closely with internal teams to align services with client expectations and operational capabilities in additional sales in the BPO work space.
Proactive Engagement: The Relationship Manager will regularly communicate with clients through meetings and reports to provide updates and gather feedback. Providing new sales opportunities
Strategic Planning: Create and implement action plans that drive client engagement and maximize account growth in our BPO operations.
Requirements
Education: Bachelor's degree in Business Administration, communications, or a related field.
Experience: Minimum of 3 years of experience in a back office/mailroom environment, with at least 2 years in a relationship management or client-facing role. Must have BPO experience
Knowledge: Familiarity with back office/mailroom operations, metrics, and best practices.
Communication Skills: Exceptional verbal and written communication skills to effectively interact with clients and internal teams.
Analytical Ability: Strong analytical skills to evaluate performance data and client feedback.
Problem-Solving: Proven ability to resolve conflicts and manage issues with professionalism and tact.
Team Player: Ability to work collaboratively within a team-oriented environment.
Technical Skills: Proficiency in dashboard tools and Microsoft Office applications.
Travel Requirements: Willingness to travel occasionally for client meetings, if needed.
**Applicants must be authorized to work in the U.S. for any employer as we are unable to sponsor or take over sponsorship of an employment Visa at this time**
Benefits
What We Offer:
Comprehensive Health Care: Medical, dental, and vision plans
Retirement Savings: 401k and IRA retirement plans
Life Insurance: Basic, voluntary, and AD&D coverage
Time Off: Paid time off, paid volunteer hours, and major holidays
Disability Coverage: Short-term and long-term disability plans
Professional Growth: Training and development to advance your career.
Wellness Resources: Support for your overall well-being.
Salary: $69,000 annually
Private Banking Officer - Houston Region
Relationship manager job in Texas
At ServisFirst, Our Name is Our Mission.
DUTIES AND RESPONSIBILITIES
The Private Banking Officer is responsible for providing the highest level of comprehensive, personalized banking services to our clients and prospects that may represent significant and sensitive high net worth banking relationships. Private banking clients have unique banking needs and the Private Banking Officer coordinates service so that the client receives a personalized, seamless experience regardless of which bank product is in use.
The incumbent will:
Evaluate needs of potential clients and offer appropriate financial products, services and loans
Promote and cross-sell other products and services as appropriate to client requirements
Respond to client phone calls, inquiries and requests regarding accounts within 24 hours
Provide ongoing relationship servicing with current clients to maintain goodwill and gain additional business
Conduct networking activities such as community events, attending local Chambers of Commerce meetings, developing relationships with centers of influence and entertaining clients/prospects to enhance relationships and create new sales
Develop call lists of clients and prospects to meet monthly call goals
Conduct warm and cold prospect calls in accordance with stated goals
Generate new business to meet annual growth goals
Prepare and compile information to open new accounts
Gather and analyze financial data to assist in determining the credit worthiness of potential clients for risk and underwriting purposes
Prepare loan memos and documents to submit for loan approval
Ensure completeness and accuracy of loan documentation
Oversee timely closing and funding of loans
Inform and advise clients of status or enhancements to current account productivity and suggest resolution on account disputes and other account activity
Coordinate and assist back office personnel in resolving credit problems, delinquent payment issues, overdrafts and other related affairs
Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies
Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.
Note: Additional duties and responsibilities may be assigned.
MINIMUM QUALIFICATIONS
Bachelor's degree in related field and minimum of three (3) years' banking or financial services experience required
Experience working directly with customers at all levels, from support staff to business owners and managers
Excellent communication and presentation skills, as demonstrated by previous experience interacting with decision makers and influencers
Ability to prepare/coordinate proposals, review proposals for accuracy and work productively through the underwriting process
Experience working independently
Ability to stay organized and multi-task
Experience using Microsoft Outlook, Word and Excel
PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS
The physical requirements and environmental conditions of this position consist primarily of:
Sustained standing and sitting
Frequent use of PC, including typing or sustained attention to monitor
Occasional presentations requiring public speaking to small groups
Occasional lifting of basic office files or equipment up to 20 lbs
Normal office environment with comfortable internal temperatures and low level noise
Some travel necessary for client/prospect meetings and networking events
EOE/AA
Auto-ApplyMerrill Market Client Relationship Manager
Relationship manager job in El Paso, TX
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.
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.
* Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals.
* Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
* Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
* Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
* People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
* Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
* Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
* Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Specific responsibilities include, but are not limited to:
* Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
* Managing the branch's Wealth Management Client Associates and Service Support Staff
* Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
* Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
* Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
* Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
* Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
Required Qualifications:
* Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
* Minimum of 5+ years professional experience
Key Qualifications for the role:
* Current or previous Merrill Wealth Management experience strongly preferred
* Self-motivated and client centric
* Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
* Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
* Prior trend analysis experience
* Strong customer service and communication skills
* Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
Desired Qualifications:
* Bachelor's degree or equivalent work experience
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