Relationship manager jobs in Trenton, NJ

We are expanding our enterprise partnerships across the pharma and life sciences sector, supporting Corporate Affairs and Communications teams in managing complex, global digital ecosystems. We're seeking a US-based Account Lead with experience in Healthcare Communications, corporate digital operations and project management. You'll act as the day-to-day strategic and delivery lead for a major Corporate Affairs digital program - coordinating updates across multiple stakeholders, ensuring compliance and governance, and driving consistency across a network of global corporate and product websites. This is a hybrid role that blends account leadership, governance, and project delivery- ideal for someone who understands how to bring structure, clarity, and calm to a fast-moving corporate communications environment. What You'll Do Account Leadership & Client Partnership Serve as the primary point of contact for a US-based Corporate Affairs team. Build trusted relationships with stakeholders across Corporate Affairs, Digital/IT, HR, and agency partners. Translate business objectives into actionable digital plans and deliverables. Provide strategic oversight to ensure alignment, transparency, and on-time delivery. Governance and Workflow Oversee governance across a large multi-site corporate web ecosystem. Manage the intake, triage, and prioritization of content and technical requests. Coordinate workflows between creative/content agencies and technical delivery teams. Maintain SLA tracking, dashboards, and ongoing performance reporting. Project Management Lead quarterly delivery cycles tied to major corporate events, product launches, and content updates. Oversee day-to-day collaboration with offshore development and QA teams. Proactively manage risks, dependencies, and timelines to maintain operational stability. Leadership and Collaboration Partner with the wider team to ensure consistency and excellence in delivery. Contribute to refining governance frameworks and improving digital workflows. Represent Pulse in regular steering meetings and strategic planning sessions. Who You Are Experienced digital account or project lead (7-10 years) with pharma, biotech, or healthcare communications experience. Confident in managing multiple stakeholders and workstreams across corporate and product websites. Strong understanding of regulated digital publishing, compliance workflows, and corporate narrative alignment. Skilled communicator with excellent organizational instincts and client-facing presence. Hands-on with digital production and operations - understanding how sites are built, updated, and governed. Qualifications Bachelor's degree or equivalent professional experience. 5-9 years of experience in digital account management or project delivery. Demonstrated experience working in pharma, healthcare or life sciences and corporate communications Knowledge of CMS platforms (WordPress, Sitecore, AEM, etc.) and digital workflows. Experience managing SLAs, QA, and structured content workflows. Level & Reporting Equivalent to Base 2-3 (senior client-facing lead with PM capability). Reports to the Global Account Lead (EU-based). Why Join Pulse Digital Pulse partners with global life sciences organizations to deliver human-centric digital experiences that enhance corporate reputation and stakeholder engagement. You'll play a key role in shaping the digital operations of a global Corporate Affairs team - ensuring stability, consistency, and continuous improvement across an evolving web ecosystem.

**Relationship Manager -Corporate Asset Finance** The Relationship Manager for Corporate Asset Finance (CAF) originates and manages equipment finance loans and leases through direct or indirect relationships. Working under limited supervision, the Relationship Manager is a member of an integrated team that provides coordinated access to company's products and services and is responsible for meeting assigned sales and profitability targets. **Key Responsibilities and Duties** + Develops prospect and customer databases to generate direct and indirect leads. + Works with customer and CAF team to structure risk appropriate transactions within CAF credit and pricing parameters. + Acts as liaison with client and CAF team members to effectively underwrite, document, and close transactions. + Ensures overall customer satisfaction by managing all day-to-day customer facing requirements. + Sells a wide range of company products in response to partners business requirements, including proactively suggesting solutions to customers. + Develops specialized product knowledge and financing expertise for covered industries. + Working with the Bank's credit policy and pricing guidelines, achieves various sales and pricing targets while minimizing credit losses. **Minimum Qualifications:** + 5 years of Corporate Asset Finance or Large Equipment Finance experience + Proficient in lease structuring and pricing (SuperTRUMP) **Preferred Qualifications:** + Tenured direct relationship management/origination experience + Experience with different equipment types including manufacturing, transportation, marine, aircraft, IT, etc. + Significant direct "cold calling" experience **Educational Requirements** + University (Degree) Preferred **Role Specific Work Experience** + 5+ Years Required; 7+ Years Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 8IC **Posting End Date: 12/31/25** **Additional Job Description:** + This position will focus on lending and leasing through direct relationships. **Job Seeker Notice** EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers. The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money. VEVRAA Federal Contractor Member FDIC Notice to Job Seekers (********************************************************* **Pay Range** $182,100 - $246,400 EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status. We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts. Section 2: Job Functions, Essential Duties and Responsibilities Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Consistently demonstrate a superior level of proactive client focus and team work. Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth. Develop strong working relationships with daily client contacts. Provide ownership for the resolution of issues escalated by clients and financial professionals. Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments. Review existing book of business to identify plan retention and create strategy for non-elite advisors. Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies. Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services. Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services. Lead and/or participate in projects that create additional value for existing relationships. Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet. Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage key relationships across these platforms. Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Bachelor's degree in business or related fields, or equivalent work experience Minimum of 7 years' experience in retirement services industry or related field is preferred Minimum of 5 years' prior experience with direct client/client equivalent relationships within a financial services administrative environment Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment Excellent analytical and problem solving skills Ability to work with a high level of independence Must be detail oriented and be able to produce high quality work within tight time constraints Ability to make sound business judgments while effectively balancing client needs and organizational considerations Excellent written and oral communication skills, including group presentation experience. Proficiency with Microsoft Office products including Excel, Word and PowerPoint Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments Demonstrated project management skills Ability to travel as required Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Relationship Manager Direct Hire Industry: Roofing/Construction Pay Rate: $50,000 + Commission ($25-$60k Anticipated) Overview: Our client, a prominent roofing services provider, is looking for a Relationship Manager for a full time position based out of Philadelphia, PA. Our client offers a unique opportunity for Relationship Managers to earn a substantial income through base salary and an aggressive commission structure, with current managers averaging between $110,000 - $150,000 annually. This role is ideal for self-motivated, competitive individuals ready to leverage their sales skills in a consultative role, making a tangible impact on clients businesses and their own financial success. Responsibilities Identify and secure new business opportunities with commercial real estate owners and managers, while maintaining and enhancing relationships with existing clients. Employ a consultative sales approach to understand client needs and offer tailored solutions for their roofing challenges, ensuring services exceed standard offerings in the market. Account Growth: Focus on turning new clients into repeat customers through strategic account management and by fostering trust, utilizing our tools and methodologies to assist clients in budgeting and planning for roof repairs and maintenance. Collaboration and Teamwork: Work closely with Service Technician teams to ensure service delivery aligns with client expectations, upholding our core values of pride in work, exceeding standards, mutual respect, and care in every interaction. Sales Strategy Implementation: Apply proven sales methodology to create and capitalize on sales opportunities, ensuring a deep understanding of the roofing industry's challenges and solutions. Meet and exceed sales targets, with the potential to earn significant commission on top of a base salary, by leveraging traditional sales skills and a competitive, energetic approach to client engagement. Requirements: - Minimum of 3 Years of B2B Sales Experience. - Valid Drivers License. - Basic Computer and Math Skills. - Comfort with Climbing Ladders. - Capability to lift 50 lbs. Preferred: - Construction/Roofing Experience. - 5+ Years of B2B Sales Experience. Compensation: - $50K Base Salary plus uncapped commission (anticipated $25K-$60K). - Paid Vacation. - Medical Benefits. - Company Vehicle, Cell Phone, and Computer provided.

Clark Capital is seeking a motivated individual with proven organizational and sales skills to support the external sales team in acquiring, developing, and maintaining relationships with successful financial advisors. Candidate should be a self-starter who is comfortable managing complex and evolving situations. The successful candidate will be a team player, resourceful and selfless in the execution of all tasks. Essential Functions Manage territory with external Investment Consultant to attain both sales and revenue goals. Conduct consultative, relationship-building sales calls by phone with financial advisors. Develop and execute sales plan strategies with members of both external & internal sales teams. Articulate investment solution strategies and discuss financial markets (domestic and international). Identify sales opportunities and advisor needs, advance relationships and introduce new concepts. Analyze regional/product sales trends within partner firms and among individual financial advisors. Work with various departments/individuals within the organization to provide exceptional service to our financial advisors. Handle daily territory management tasks to ensure maximum business efficiency, e.g. update and maintain CRM, provide supplemental scheduling. Ensure compliance with industry and legal regulations and best practices, and adherence to company processes and procedures. Performs other duties as required. Competencies for Success Thorough understanding of the financial/capital markets, mutual funds, ETFs, group and individual retirement plan products, separately managed accounts, hedge strategies and other investment vehicles. Ability to view business on a macro and micro level. Motivated to achieve success. Strong work ethic, high integrity and strong values. Sound communication and interpersonal skills. Strong consultative sales skills - probing, listening and closing. Exceptional verbal and writing skills. Ability to learn and adapt to new technologies. Experience in financial services industry preferred. Series 7 preferred. College degree preferred.

Empowering Financial Futures. For more than 65 years, Glenmede's independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique. Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management. To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients. This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA) . OVERVIEW: The Relationship Manager, Wealth Advisory position is responsible for managing current and new client relationships through overall excellence in client experience, integrated goals-based wealth management and advice, and effective trust administration. This position may work with other officers on large, complex family relationships and also support specialized fiduciary, compliance and illiquid asset functions for the business unit. RESPONSIBILITIES: Relationship Management. Manage designated client relationships to provide thoughtfully innovative, integrated, and appropriate wealth management advice and solutions. Lead client meetings, oversee timely production of meeting materials, and coordinate post-meeting follow-up. Contribute to overall client satisfaction through timely delivery of services and regular and effective communication with clients and partners. Develop excellent relationships with all Glenmede colleagues and client advisors. Fiduciary Services. Serve as a fiduciary specialist for clients and the office. Administer client fiduciary relationships ensuring that fiduciary standards and practices are observed. Respond to discretionary requests and prepare summaries and recommendations for discretionary actions. Administer special assets, including real estate and life insurance. Participate in financial administration and provide guidance and issue resolution for complex client relationships. Wealth Advice. By drawing on personal skills and experiences, Glenmede resources and outside advisers, function as a comprehensive Wealth Advisor that can address all areas of wealth management including income, gift and estate taxes, financial and wealth transfer planning, creditor protection, and insurance. Prepare Wealth Advisory meeting materials in collaboration with Wealth Planning and Portfolio Management team members, including summary of client wealth objectives, relationship summaries, wealth plans, and trust synopses. Discuss and deliver ideas and recommendations, explaining to clients the benefits and limitations of various strategies. Account Administration. Provide daily administration of trust and investment accounts in consultation with Fiduciary Counsel, Tax, Portfolio Management, beneficiaries, outside trustees, attorneys, and CPAs. Prepare annual trust reviews and prepare and maintain Client Wealth Objectives. Team Development. Collaborate with professionals from across the firm to enhance best-practices. Supervise administrative staff and associates and monitor and review staff performance. Provide career guidance and identify training needs. Business Development and Growth . Participate in new business development and presentations for prospective clients. Develop referrals; expand existing relationships; cultivate new business from clients, intermediaries, and your personal network consistent with annual business plans. Firm Building. Contribute to the functioning of the Wealth Advisory practice within your office/team and across the firm, including in the areas of fiduciary oversight, compliance, and best practice management. Participate in firm-wide committees and initiatives. Perform other duties as required by position. REQUIRED QUALIFICATIONS: Bachelor's degree required. 7+ years of experience in financial services, preferably in a fiduciary environment or in a wealth management, law or accounting firm. PREFERRED QUALIFICATIONS: Advanced degree such as MBA or JD preferred. Professional designations such as CPA, CTFA or CFP are a plus. Solid knowledge of trust management, financial planning, philanthropic planning, and fiduciary law, with a preference for depth in one of those areas. Ability to communicate effectively with clients, colleagues, and external advisors. Detail-oriented, particularly with financial calculations and administrative requirements. Command of Microsoft Office and ability to adapt to investment and wealth management-oriented IT applications (e.g. Salesforce, Global Plus, eMoney). Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ Our Benefits Overview: -Competitive health and welfare benefits, including company HSA contributions -Numerous voluntary benefit choices available -Superior 401k match -Tuition reimbursement -Company subsidized commuter benefits -Generous paid time off, including parental leave -Plus more! Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. **************************************************** ** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede. #LI-Hybrid

The overall purpose of this position is to help manage vendor relationships for event-related service providers within the Conferences, Events & Experiences (CEE) department and related functions. The Event Vendor Relationship Manager plays a key role in establishing, maintaining, and optimizing relationships with third parties to ensure seamless service delivery and adherence to IEEE's standards and objectives. We are seeking an experienced and detail-oriented professional who will serve as a subject matter expert in the selection and management of goods and services required to produce meetings and events of all sizes and types. This includes creating and implementing processes to evaluate and manage existing vendors, developing frameworks for qualifying new providers, identifying and monitoring key performance indicators (KPIs), assessing performance, evolving business terms, and maintaining strong business-to-business relationships with key suppliers. This position involves a high degree of collaboration with senior staff, volunteer leadership, and internal subject matter experts across CEE, Legal & Compliance, Strategic Sourcing, Information Technology, and other shared services. The incumbent must be adept at fostering positive relationships, ensuring compliance, and supporting operational excellence across assigned portfolio. Key Responsibilities * Vendor Selection & Vetting * Identify, research, and build relationships with qualified vendors across event categories (venues, AV, catering, logistics, décor, etc.). * Works with SMEs within the IEEE CEE team as well as current customers to understand current services and terms * Lead vendor vetting processes, including portfolio reviews, reference checks, and verification of compliance, insurance, and licensing. Seeks agreement with end users on needs and qualitative requirements. * Maintain and regularly update an inventory of preferred vendors. * Contracting & Negotiation in concert with authoritative entity such as IT, Finance, Legal, etc. * Support the negotiation of vendor agreements, pricing, and terms in collaboration with legal and finance teams. * Ensure all contracts reflect service expectations, event requirements, and risk management protocols. * Performance Monitoring & Relationship Management, quarterly reviews, issues reports to management, etc. * Track vendor performance using standardized evaluation tools and metrics as agreed with Sr. Director.(e.g., on-time delivery, service quality, flexibility). * Coordinate and document post-event reviews with stakeholders to collect feedback and address any concerns. * Serve as a primary relationship manager for establishing and measuring, vendors, ensuring responsive communication and timely conflict resolution. * Build long-term, mutually beneficial relationships with high-performing vendors. Recommend continuous improvement opportunities and innovations * Identify and implement process improvements in vendor onboarding, evaluation, and performance tracking. * Keep accurate vendor records and documentation within internal systems. * Seeks opportunities to automate, innovate and hasten operations through the use of technology. Travel Information * 5-10% approx. 2-3 trips per year which may include weekends Education * Bachelor's degree or equivalent experience Business, Hospitality, Event Management, or related field. Req Work Experience * 6-8 years' Experience in vendor management, procurement, or operations within events, hospitality, or related industries. Licenses and Certifications. * Certification in Event Planning (CMP, CSEP) or Vendor Management is a plus Pref Skills and Requirements. * Excellent communication skills including creating and delivering presentations to global audiences. * Strong negotiation, relationship-building, and organizational skills. * Proficiency in Microsoft Office, project management platforms, and CRM/vendor tracking tools. * Ability to work independently and manage multiple vendors simultaneously in a fast-paced environment. * Familiarity with vendor compliance tools (e.g., Avetta, ISNetworld). * Experience in event production cycles and working with cross-functional teams. Other Requirements: As defined in IEEE Policies, individuals currently serving on an IEEE board or committee are not eligible to apply. PLEASE NOTE: This position is not budgeted for employer-sponsored immigration support, this includes all persons in F (both CPT and OPT), J, H, L, or O status. For information on work demands and conditions required for this position, please consult the reference document, ADA Requirements. This position is classified under Category I - Office Positions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. =============================================== Disclaimer: This is proprietary to IEEE. It outlines the general nature and key features performed by various positions that share the same job classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties and qualifications required of all employees assigned to the job. Nothing in this job description restricts management's right to assign or re-assign duties to this job at any time due to reasonable accommodations or other business reasons.

#1 Company to sell for ! Great work to life Balance. Sales professionals, are you ready to turn your winning personality and ambitions into a rewarding and challenging career in financial solutions sales? Join us at Heartland Payment Systems! As one of the largest payments processors in the U.S., we've helped countless businesses grow by providing credit/debit/prepaid card processing, payroll and payment solutions to more than 300,000 businesses and educational institutions nationwide. Heartland Payment Systems, Inc. (NYSE: HPY), one of the largest payment processors in the United States, delivers credit/debit/prepaid card processing and security technology through Heartland Secure™ and its comprehensive breach warranty. Heartland also offers point of sale, mobile commerce, e-Commerce, marketing solutions, payroll solutions, and related business solutions and services to more than 300,000 business and educational locations nationwide. A FORTUNE 1000 company, Heartland is the founding supporter of the Merchant Bill of Rights, a public advocacy initiative that educates merchants about fair credit and debit card processing practices. Heartland also established the Sales Professional Bill of Rights to advocate for the rights of sales professionals everywhere. Job Description Due to our continued growth, we are seeking highly motivated and experienced Sales Representatives to play a key business development role, presenting value propositions to potential clients, developing financial analysis, and closing sales with clients signing contract via atlas on the spot. This will also involve, prospecting, creating leads, up-selling clients on our wide array of products, and applying a consultative sales approach to uncover and address business needs. You will meet regularly with our Sales Training & Technology team for continuous training to hone your skills and ensure your ongoing success with us. More than just another job, this is a fantastic opportunity to establish yourself and build a career in this globally expanding industry. If you want to be rewarded fairly for your efforts and create wealth with unlimited potential, we want to hear from you. Contact us today! Additional Information All your information will be kept confidential according to EEO guidelines.

At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career. Join us as a Relationship Manager Brown Brothers Harriman is currently recruiting a Relationship Manager to join our Capital Partners team in Philadelphia. In this role you will serve as the point person for ultra-high-net-worth clients, with a focus on increasingly more complex relationships, client service and portfolio management. You will be expected to demonstrate a high level of credibility, presence and confidence in working with clients as well as intellectual know-how (ability to answer non-routine client questions). As an RM, you will generally handle meetings on you own - but may have a more senior team member tangential to an account's management. You will also focus on business development (from existing and new clients), partnering with Team Leader, other RMs, Relationship Associates and Wealth Planners in the process. Some of your key responsibilities include: Relationship Management and Business Development Effectively service clients and is the primary point person on designated accounts; handles moderately complex accounts independently. Partner with more seasoned RMs on the most complex accounts. Ensure all clients are highly satisfied with the service they are receiving as demonstrated by continuing to maintain their assets at BBH and referring their friends and family to the firm. Split time between managing existing client relationships and sourcing new business Investment Execution Serve as first call for portfolio related questions (e.g., Investments / Asset Allocation / Performance). Demonstrate knowledge of the fundamentals of each element of investments and ensure that the needs of our clients are being addressed. Implement investment strategy to meet individual client goals and objectives. Utilize BBH guidelines and policy to assist with development of client specific plans (e.g., asset allocation). Possess high level of investment knowledge (knowledge of all asset classes and their characteristics, risks, tax consequences) and judgment and demonstrate this knowledge with clients. Prepare for account review, account opening/closing/maintenance, and creation of client meeting materials. Risk Management and Administration Exercise sound, professional investment judgment on behalf of clients, while avoiding risks to the firm and demonstrates 100% adherence to the compliance requirements of the business, including Investment Policy Statements, Know Your Customer requirements, completing documentation and written records of meetings and discussions. Act as primary day to day contact point with clients, elevate high level risk issues to Team Leader and/or CAO. Ensure total compliance at the account level and oversee and respond to all compliance reports (i.e., overdraft reports, approved trades, delinquent documentation, IPSs). Oversee all account maintenance activities, including, documentation, meeting materials and performance evaluations. Business and Professional Leadership Active participation in personal and professional networks (e.g., organizations professional contacts); beginning to research/monitor industry related resources (e.g., newspapers) to identifying potential leads (in conjunction with more seasoned RMs/TLs). Manage self to develop professionally and personally by utilizing the internal resources at BBH. Coach, train and mentor RAs and Sr. RAs and provide input on their career development. Qualifications: BA/BS required and/or equivalent job experience 8 plus years relevant portfolio management experience involving equities, bonds, or both Excellent client service skills Superior oral/written communication, analytical and thought leadership skills Knowledge of asset allocation, trust and fiduciary principles Strong team player Strong work ethic CFA, CFP, and/or MBA a plus We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us. We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development-so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice-creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often-pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours. Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

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

Join Amplity, the full-service go-to partner of biopharma companies that delivers flexible + specialized medical + commercial services. No matter where a drug is in its lifecycle, we scale with ease to maximize resources + improve impact for all our clients. Through strategic partnerships + deep therapeutic expertise, Amplity transforms how breakthrough treatments reach the people who need them. Remote Position - Eastern and Central time zones preferred. Position Summary: We have a current opportunity for a Director, New Client Partnerships in our Medical Communication business line. As an individual sales contributor, you will join a collaborative team of sales professionals working together to grow our Medical Communications portfolio of solutions. The ideal candidate will have the ability to leverage industry relationships to work in a collaborative environment to drive new business. Within this team structure, the candidate will be able to map targeted accounts and think strategically to ensure maximum revenue across the broader Amplity solutions/business units. The Director, New Client Partnerships will identify and cultivate new accounts on behalf of the Med Comm business line. As part of your role, you will find and secure new business opportunities within current client accounts and work to identify and develop new clients, creating exciting and innovative proposals based on client needs. In this role, you will have the opportunity to leverage existing and developed engaged and activated communities to develop and grow Amplity Medical Communications (Med Comm) Medical Journals and Publishing business pipeline to win new business opportunities for Med Comms. As an Amplity employee, you are provided a base salary, generous bonus opportunity, and full benefit package including health, dental, vision, 401K, long-term, short-term disability, paid holidays, generous PTO, and more. Responsibilities: Build and maintain a quality pipeline of opportunities in a complex sales environment. Secure qualified client meetings through cold calling, emails, social media, and networks Maintain a deep understanding of Amplity Med Comm core capabilities, Medical Journals, and Publishing. Oncology experience is a plus. Collaborate closely with internal team members to drive the Med Comm and Learn business. Create strategies to drive business towards Agency of Record (AOR)status. Work across several client verticals to ensure coverage across all key accounts/brands Collaborate with Amplity business leaders, members of the Account Management team, and company subject matter experts. Deliver sales messages aligned to Amplity Med Comm offerings. Systematically track your KPI's to achieve monthly and quarterly sales targets. Other duties and responsibilities as needed. Provide timely status reports to Sr. Leadership. Discuss potential innovative approaches to new industry challenges. Attend key identified conferences. Requirements/Education/ Experience: Bachelor's degree from an accredited university or college preferred or relevant sales/account management experience. Demonstrable success in client account management with meeting or exceeding quota Pharmaceutical industry, relevant healthcare knowledge Minimum of 3-5-year experience in business development and/or account management 5+ or greater a plus. Experience responding to RFPs or RFIs preferred. Experience working in a fast-paced environment. Experience working in publications and non-personal promotion (NPP) preferred. Experience using Salesforce a plus. Proficient in the use of Microsoft Office packages and meeting platforms such as ZOOM, TEAMS, etc. Solution-driven with the ability to work collaboratively. Outstanding listening skills to fully understand client requirements and needs, with the ability to present workable solutions. Solution-driven with the ability to work collaboratively. Outstanding listening skills to fully understand client requirements and needs, with the ability to present workable solutions. Ability to travel to conferences, client meetings etc. Medical Publications experience preferred Credentialing Requirements: As a representative of a pharmaceutical company, you may be required to submit and maintain credentials, such as training, vaccinations, and other job-related documentation to gain access to hospitals or healthcare providers. It is the Company's expectation that you comply with the requirements outlined by the facilities on your call plans. Additionally, certain geographic jurisdictions or hospital systems have requirements to apply for and obtain a representative license. At this time, representatives working in the District of Columbia, City of Chicago, State of Nevada, State of Oregon, or those associated with Jackson Memorial Health in Miami-Dade County Florida may be required to obtain specific licenses. This list may be subject to change, including the potential for additions or modifications. In the event of any significant changes, you will be notified accordingly. EPIIC Values: All positions at Amplity have a responsibility to demonstrate our EPIIC Values in order to uphold our high-service standards. Excellence: We set high standards. We are solutions-focused and achieve outstanding results with a professional and positive attitude. Passion: We love what we do. Our energy inspires, engages, and motivates others. Innovation: Our ideas set us apart. We are curious and bold and challenge traditional ways of working. Integrity: We are open, honest, and transparent. We do the right thing with courage and understanding. Collaboration: We are better together. We actively seek the participation of others to achieve greater outcomes. About Us Amplity powers biopharma innovation through expert-led teams that deliver. Whether you knew us in the 80's as Physician Detailing Inc., or in the 00's as part of Publicis Health , the companies that came together in 2019 to form Amplity have delivered contract medical, commercial + communications excellence for 40+ years. Our people-driven, tech-enabled DNA fuels everything we do. Our professionals understand the pharmaceutical industry from the inside out. With a deep grasp on product lifecycles, marketing hurdles, operational nuances + the complex needs of providers and patients, we help our clients launch products + operate smoothly with precision - across all business shapes, sizes + specialties. We are on a mission to improve patient outcomes through executional excellence - enabling our partners in pharma to thrive in turn. At Amplity, we are allies in excellence. And we do it quicker, better, nicer than anyone else. Our Diversity Policy We encourage and support equal employment opportunities for all associates and applicants for employment without regard to sex, race, color, religion, national origin, age, disability, marital status, sexual orientation or veteran status. Employment decisions are evaluated on the basis of an individual's skills, knowledge, abilities, job performance and other qualifications. In addition, Amplity Health maintains policies and procedures designed to comply with applicable federal, state and local laws governing non-discrimination in employment in every location in which Amplity Health has facilities.

* Develop sales leads independently and by cooperation with the Business Development officer and Branch Managers to attain new C&I business relationships and product sales. * Manage a loan portfolio of existing clients and monitor loan quality; Be responsible for all aspects of loan administration for this portfolio, including receipt of financial information, updating risk ratings, and ensuring timely renewals of lines of credit. * Oversee and ensure accuracy and performance of loan administration and processes, such as receipt of applications from prospective applicants, completeness of loan packages, and timely processing, funding, and closing of committed loans. * Interview applicant(s) and request specified information for loan application. * Request applicant credit reports, background checks, reference checks, and other information pertinent to loan applicants' evaluations. * Analyze applicant financial status, credit, banking status, and other information to determine feasibility of granting a loan. * Compile loan package and facilitate negotiation of loan structure with applicant, including fees, loan repayment options, and other credit terms. * Present loans to appropriate approving authority or Loan Committee for approval. * Call and visit C&I customers, prospects, and referral sources / centers of influence (COIs) to promote and sell Bank products and services. * Respond to customer information requests or inquiries involving small business loans. * Provide loan data to support marketing and sales promotion programs as required. * Promote and cross-sell other Bank products and services as appropriate to customer requirements, such as Business Checking and Cash Management. Penn community Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job Description Client Relationship Manager You'll be the key point of contact for clients. Leading engagements, managing workflow, and providing hands-on tax and accounting support. This role blends leadership and technical work: you'll review returns, guide staff, and stay closely involved with clients throughout the year. We're looking for someone who is personable, communicative, and confident managing small business clients. If you enjoy direct client interaction and want a clear growth path in a supportive firm, this is a great fit. Details: 4-7 years of public accounting experience with small business clients Strong technical skills in business and individual tax Excellent communication and client service skills CPA or actively pursuing preferred (not required) Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Education · Bachelor's degree or equivalent experience Business, Hospitality, Event Management, or related field. Req Work Experience · 6-8 years' Experience in vendor management, procurement, or operations within events, hospitality, or related industries. Licenses and Certifications. · Certification in Event Planning (CMP, CSEP) or Vendor Management is a plus Pref Skills and Requirements. · Excellent communication skills including creating and delivering presentations to global audiences. · Strong negotiation, relationship-building, and organizational skills. · Proficiency in Microsoft Office, project management platforms, and CRM/vendor tracking tools. · Ability to work independently and manage multiple vendors simultaneously in a fast-paced environment. · Familiarity with vendor compliance tools (e.g., Avetta, ISNetworld). · Experience in event production cycles and working with cross-functional teams. Other Requirements: As defined in IEEE Policies, individuals currently serving on an IEEE board or committee are not eligible to apply. PLEASE NOTE\: This position is not budgeted for employer-sponsored immigration support, this includes all persons in F (both CPT and OPT), J, H, L, or O status. For information on work demands and conditions required for this position, please consult the reference document, ADA Requirements. This position is classified under Category I - Office Positions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. =============================================== Disclaimer\: This is proprietary to IEEE. It outlines the general nature and key features performed by various positions that share the same job classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties and qualifications required of all employees assigned to the job. Nothing in this job description restricts management's right to assign or re-assign duties to this job at any time due to reasonable accommodations or other business reasons. Job Summary The overall purpose of this position is to help manage vendor relationships for event-related service providers within the Conferences, Events & Experiences (CEE) department and related functions. The Event Vendor Relationship Manager plays a key role in establishing, maintaining, and optimizing relationships with third parties to ensure seamless service delivery and adherence to IEEE's standards and objectives. We are seeking an experienced and detail-oriented professional who will serve as a subject matter expert in the selection and management of goods and services required to produce meetings and events of all sizes and types. This includes creating and implementing processes to evaluate and manage existing vendors, developing frameworks for qualifying new providers, identifying and monitoring key performance indicators (KPIs), assessing performance, evolving business terms, and maintaining strong business-to-business relationships with key suppliers. This position involves a high degree of collaboration with senior staff, volunteer leadership, and internal subject matter experts across CEE, Legal & Compliance, Strategic Sourcing, Information Technology, and other shared services. The incumbent must be adept at fostering positive relationships, ensuring compliance, and supporting operational excellence across assigned portfolio. Key Responsibilities · Vendor Selection & Vetting · Identify, research, and build relationships with qualified vendors across event categories (venues, AV, catering, logistics, décor, etc.). · Works with SMEs within the IEEE CEE team as well as current customers to understand current services and terms · Lead vendor vetting processes, including portfolio reviews, reference checks, and verification of compliance, insurance, and licensing. Seeks agreement with end users on needs and qualitative requirements. · Maintain and regularly update an inventory of preferred vendors. · Contracting & Negotiation in concert with authoritative entity such as IT, Finance, Legal, etc. · Support the negotiation of vendor agreements, pricing, and terms in collaboration with legal and finance teams. · Ensure all contracts reflect service expectations, event requirements, and risk management protocols. · Performance Monitoring & Relationship Management, quarterly reviews, issues reports to management, etc. · Track vendor performance using standardized evaluation tools and metrics as agreed with Sr. Director.(e.g., on-time delivery, service quality, flexibility). · Coordinate and document post-event reviews with stakeholders to collect feedback and address any concerns. · Serve as a primary relationship manager for establishing and measuring, vendors, ensuring responsive communication and timely conflict resolution. · Build long-term, mutually beneficial relationships with high-performing vendors. Recommend continuous improvement opportunities and innovations · Identify and implement process improvements in vendor onboarding, evaluation, and performance tracking. · Keep accurate vendor records and documentation within internal systems. · Seeks opportunities to automate, innovate and hasten operations through the use of technology. Travel Information · 5-10% approx. 2-3 trips per year which may include weekends

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.

Mindbiz Coaching & Consulting, Inc. is the top choice of Fortune 1000 companies for affordable top-flight business services. Mindbiz Coaching & Consulting, Inc. has worked with global and national powerhouses, including: Exxon/Mobil, New York Life, telecom giant WPCS, Five Below and Roto-Rooter. Over the past 7 years, we've also assisted more than 750 mid-size and small business clients in achieving dramatic business turnarounds and next-level performance. At Mindbiz Coaching & Consulting, Inc. we staff a team of top-flight business experts, including PhDs, MBAs, career veterans of DuPont and Bloomberg, and even a best-selling author. Job Description As an Area Relationship Manager for Mindbiz C&C, Inc. you'll become part of a top-flight client acquisitions team that enjoys local territory management authority and the industry's most exciting compensation package. Mindbiz, C&C, Inc, Area Relationship Managers (ARM) serve as the critical first point of contact between the company and its midsize and small business clients. Our Area Relationship Managers average $75,000 first year with 6-figure potential for top performers. Benefits include medical, company expense account, mentorship under CEO and VP, convenient local territories, broad management and territory authority, and opportunity for promotion to our prestigious and lucrative Fortune Client Division. Qualifications Qualifications include prior sales experience (preferable w/ territory management responsibilities) Business degree a plus Ability to communication effectively w/ executive-level decision-makers Impeccable presentation skills Self-starter w/ self-management skills

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

Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The CRM works with delivery teams to enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience. A CRM's shared measures are margin, revenue, client satisfaction & employee retention. CRM role-specific measures are renewal win rates, revenue, and margin. Cognizant Technology Solutions is currently seeking a highly skilled **Healthcare Payer Client Relationship Manager (Associate Director)** who will be responsible for a growing payer client in the eastern United States. Healthcare Payer Client Relationship Managers play a key role in our growth and are tasked with rapid business expansion within their assigned account(s), including managing business development and delivery objectives, top and bottom-line P&L, customer satisfaction, and the overall Account relationship for one or more key account(s). The qualified candidate must live within a daily commutable distance to the Philadelphia, PA area. **Key Responsibilities** · Balance business development and sales responsibilities and be responsible for managing high quality delivery while developing strategies and tactics for further penetrating the account and cross-selling Cognizant's emerging services. · Drive profitable growth of the account relationship. through identifying and overseeing the closure of new, renewal, and expansion opportunities. · Understand the customer's specific business needs and apply service/ process knowledge to meet those needs, additionally, to identify critical initiatives that help the client's business to achieve their goals. · Works to grow the client relationship by identifying new business opportunities. · Build and maintain relationships across various levels in the client organization, build a partner map to position the team and management. Have regular meetings and interface with the customer decision makers and influencers. · Collaborate with multiple service lines, innovation teams and business teams in Cognizant to formulate a business plan and execute it for the account relationship. · Actively drive execution of the innovation agenda for the portfolio. · Be actively involved in deal reviews, developing solutions, proposal responses, creating an executive summary for the proposal, and ensure timely submission with appropriate internal approvals. · Identify and forge partnerships and tap into existing alliance partnerships of Cognizant to grow the account. · End-to-end management of the account operations including account forecasting, budgeting, and overall P&L · Manage accountability against Measurable Revenue/Profit Growth within set timelines · Focus on developing a plan on increasing the visibility of Cognizant in the account and in the industry **Required Experience** · 15+ years of experience in a client facing role or account leadership role in the IT professional services or management consulting firm · Experience of leading diverse teams, experience of cultivating and collaborating in a multi-cultural environment · Strong knowledge of US healthcare, the associated technology landscape and trends · A strong performance track record of managing different portfolios ranging from sales, new sales, programs and existing annuity business · A strong relationship-oriented bent of mind, demonstrated capabilities in building and sustaining relationships · Strategic thinking and confidence and ability to plan and stay the course · Must be able to navigate a large organization, work in a multi-dimensional matrix and have the power of persuasion through content and confidence · Strong executive presence and gravitas · MBA or bachelor's degree OR equivalent combination of education, training, and experience. **Preferred Experience** · The candidate must bring in experience, insight, and credibility in the US Healthcare Payer domain · The candidate must be able to work in a dynamic, entrepreneurial environment · Experience of leading and closing large deals in managed services (multi-million $ and multi-year contracts) **Top Reasons to Join Our Team** Excellent compensation/benefits. A strong financial incentive package that includes a solid base salary with a highly attractive commission's plan. Further incentives include award programs, club trips, and excellent benefits package. Wide exposure to industry, product, and functional standard methodologies; as well as outstanding teams supporting your sales pursuits. Encouraging management team that rewards initiative & success. Exciting, industry leading practice where you can truly build a long-term career. Congenial, collaborative, and goal-oriented environment; the opportunity to work with and learn from a highly experienced team of business professionals. Tremendous opportunities for growth with a real career path promoting career advancement. **Salary and Other Compensation:** The BASE SALARY for this position $165,000 - $175,000 + Annual Target Bonus of 30%. **Benefits** Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: · Medical/Dental/Vision/Life Insurance · Paid holidays plus Paid Time Off · 401(k) plan and contributions · Long-term/Short-term Disability · Paid Parental Leave · Employee Stock Purchase Plan Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, based on applicable law. **A Good fit for the Cognizant culture** A person who possesses a true passion for changing organizations for the better, and desires to do so within a goal, yet professional atmosphere filled with business professionals who all manifest a belief in partnership, innovation, and excellence. Our "Cultural Value Drivers" are well-known and clearly communicated within the organization: Open, Visible, Motivated, Empowered, Opportunity-Filled, Flexible & Collaborative. **Work Authorization** Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future. Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

WHO WE ARE Aberdeen Investments is part of Aberdeen Group plc, one of the UK's leading Wealth & Investments groups. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry's best talent. Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders and society. We are repositioning our specialist asset management business to meet client demand and are committed to providing excellent client service, supported by leading technology and talent. As a global business, Aberdeen consists of three divisions: Investments, Adviser, and interactive investor (ii). Each division is dedicated to meeting and adapting to our clients' evolving needs. In the Americas, our sole focus is on the investments business. We have offices in Philadelphia, New York, Boston, Miami, and Sao Paolo. Our breadth of experience gives us close proximity to the companies we invest in and the markets we operate in. KEY RESPONSIBILITIES: Delivering Excellent Client Service * Responsible for managing the servicing provision of an allocation of clients and providing adequate cover for team members during absences. * Managing client queries and requests for information in a timely, accurate and professional manner. * Source of knowledge of internal and external processes which impact clients. * Owning segregated client lifecycle events, including onboarding, mandate changes or terminations. * Overseeing client onboardings in Aberdeen pooled products which utilise third party administrators and other Aberdeen servicing teams. * Working with internal teams and our external third-party suppliers to effectively resolve any issues, highlighting to the client where necessary and escalating any potential risks through appropriate business streams. * Input into product and mandate launch processes by assisting with defining onboarding and servicing processes prior to launch. * Managing changes to clients' legal documentation and communicating requirements to the relevant teams and ensuring any issues are resolved promptly. * Overseeing the implementation of client-specific reporting to ensure these are issued timely and accurately. * Overseeing client-specific fees to ensure invoices are processed and issued timely and accurately. * Overseeing cashflow and dealing requests. * Assisting with collation of AML/KYC/CDD documentation from clients in partnership with the designated KYC Operations Team. Challenging requirements where appropriate to reduce client impact while ensuring our regulatory obligations are met. * Providing feedback/insight on client requirements to the wider team so to share information and allow identification of common themes and trends. * Representing the voice of the client on company driven projects to ensure effective implementation does not compromise the client service experience. Manage the communication of such changes to our clients, with the support of other teams where required and escalate any issues that may arise. Building Relationships * Acting as the principal point of contact for clients and strengthening and deepening these working relationships. * Working closely with Relationship Managers to share information and keep them briefed on their relevant client activity. * Working collaboratively with colleagues within the Client Service team and across the rest of the organisation including Investment teams, Operations, Legal, Finance and Compliance to ensure client expectations are being met. Working Within Required Control Framework * Minimising potential risks to the business by following agreed processes and procedures and reviewing the documenting of these where necessary. * Ensuring breaches, errors, issues and complaints are logged and resolved as required. * Highlighting any potential enhancements to the control environment to continuously improve team processes and procedures. Digitisation and Automation * Creating and maintaining central client records for regulatory and internal purposes to enable accurate reporting and management information. * Maintaining internal systems with accurate client data within the Aberdeen data infrastructure to drive automated processes and ensure quick and accurate decision making. * Embracing new ways of working and technological advancements including automation and AI. * Maintaining and updating internal procedures as needed. QUALIFICATIONS: * Four-year undergraduate degree, preferably in a business-related field. * 5 to 6 years' experience within the asset management industry, preferred * Series 7 & 63 licenses required. * Ability to commute into Aberdeen's Center City Philadelphia office 3 days a week minimum, per our hybrid schedule. * Experience in servicing institutional clients is preferred. * Background knowledge with KYC/AML procedures and protocols is highly desired. * Attention to detail and teamwork are of the utmost importance. * Ability to autonomously work under pressure and within tight deadlines especially at month and quarter end to meet internal and external requests. * Excellent written and verbal communication skills. * As a global organization, this person will need to liaise with internal US colleagues as well as teams overseas in the daily course of business. Ability to foster strong working relationships is a key component of this role. * Natural curiosity, desire to learn, and willingness to adapt as business needs change. * Proactive approach to the role and supporting the needs of the team. Our Benefits: When you join Aberdeen, you will be rewarded with a comprehensive benefits package that invests in each employee's financial future, health and well-being. We offer a range of benefits to meet your family's needs and employees are immediately eligible to begin participating. We have an environment where you can learn, get involved and be supported. What We Offer: * Best in class Medical, Dental, and Vision plans with well-known carriers; Telehealth and Health Concierge services. * Health, Dependent and Commuter Flexible Spending Plans. * Employer provided Life Insurance, Critical Illness Insurance, Short Term and Long-Term disability with additional optional coverage options. * Investing for your Future - 401(k) Retirement Savings plan with top notch company Profit Sharing contribution which is immediately vested! * Generous time off starting day one with 4+ weeks annual vacation plus 9 paid holidays. * Paid Parental, Adoption, and Family Sick/Caregiver leave programs. * Volunteer Days and Study Time to focus on what is important to you! * Make a donation to your favorite Charity and Aberdeen will match up to $500 per year! * Employee Assistance, Travel and Discount Programs. From helping you navigate the healthcare system, to providing resources and assistance to parents and caregivers of children with development disabilities. * Flexible, voluntary benefits including Accident Insurance, Identity Protection, and Legal Assistance. * Wellness program including Nutritional Counselling and Gym Membership Reimbursements. How We Create Value: * Our strategic drivers are the foundations from which we deliver for all our stakeholders: High Impact Intelligence, Enduring Relationships, Connections without borders and Future fit. You can find out more about our values here. Our Inclusive Culture: * We are committed to exploring the possibilities of working smarter. This means we'd like to hear from you, whatever way you like to work. * We have a long-term commitment to building inclusive workplaces; we value diversity in our workforce and welcome enquiries from everyone. If you need assistance or a reasonable adjustment due to a disability please let us know as part of your application and we will assist. You can find out more about our inclusive culture here. * Aberdeen is an affirmative action - equal opportunity employer. We are an affirmative action - equal opportunity employer. We're committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense - this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone. If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.