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  • Automotive Tool Sales/Route Manager - Full Training

    Mac Tools 4.0company rating

    Relationship manager job in Kearny, NJ

    Invest in Your Success with Mac Tools Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle. As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds. Key Benefits of Mac Tools Franchise Ownership Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada. Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more. World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters. Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc. Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world. Financial Flexibility: Explore various financing options to fit your needs. Financial Requirements To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options. Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases. Ready to Take the Next Step? Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise? Complete our quick mobile application to start your journey towards financial independence. Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand. Mac Tools , a division of Stanley Black & Decker Inc. 5195 Blazer Parkway Dublin, Ohio 43017
    $49k-56k yearly est. 13d ago
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  • Strategic Salesforce Client Partner for FinServ Growth

    Plative

    Relationship manager job in New York, NY

    A leading provider of Salesforce solutions is seeking a Sr. Salesforce Client Partner to drive growth in the Financial Services sector. Responsibilities include building relationships, managing a robust sales pipeline, and collaborating with internal teams to deliver innovative solutions. Ideal candidates possess extensive experience in solution selling and engaging with C-level executives within financial services. The role is based in New York, offering a dynamic opportunity for creative problem solvers. #J-18808-Ljbffr
    $122k-195k yearly est. 5d ago
  • Wealth Relationship Manager SAFE Act - Brooklyn

    Citigroup Inc. 4.6company rating

    Relationship manager job in New York, NY

    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work‑flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in‑depth understanding of how areas collectively integrate within the sub‑function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions. Provide regular value‑added engagement with clients-High touch, face‑to‑face meetings at client's preferred location, consistent communication, access to seminars, etc. Master referral opportunities to grow portfolio. Proactively source, acquire and expand high‑value customer relationship by maximizing sale and service opportunities. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client bonding. Acquire new clients through converting referral leads. Manage client follow‑up and adhere to all Regulatory and Compliance operating procedures. Ensure that KYC/AML and other compliance norms are strictly adhered to. Partner with all roles on branch team to ensure all clients have a positive in‑branch experience. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 5-8 years of experience Strong analytical and financial skills Strong verbal and written communication skills Organized with strong attention to detail Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self‑starter, problem solver and a goal‑oriented team player able to work without direction Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role. Insurance Group 1 required. Must obtain within 120 days of meeting all US FINRA Registration requirements if not already held. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education Bachelor's/University degree or equivalent experience Benefits In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Primary Location: Brooklyn, New York, United States Salary Range: $88,400.00 - $132,600.00 Anticipated Posting Close Date: Nov 26, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr
    $88.4k-132.6k yearly 2d ago
  • Senior Private Banker & Wealth Strategy Advisor

    CFA Institute 4.7company rating

    Relationship manager job in Greenwich, CT

    A leading financial institution is seeking a Managing Director in Private Banking. This role involves advising clients on wealth management and investment strategies while driving client acquisition. The ideal candidate has over 15 years of experience in financial services, a Bachelor's degree, and strong sales acumen. Join a collaborative team dedicated to providing outstanding client experiences and leverage extensive resources to achieve client goals. A competitive compensation package and benefits are offered. #J-18808-Ljbffr
    $123k-221k yearly est. 1d ago
  • Customer Success Manager

    RSM Facility Solutions

    Relationship manager job in Paramus, NJ

    The Customer Success Manager is responsible for growing and adding a book of businesses by developing and nurturing the relationship between the Company's existing and new clients. This position will be a subject matter expert on the client organization and client structure. This position requires organizational skills, attention to detail, and impactful interpersonal skills both within and outside the organization. Ideally candidates are located near our NJ or NY offices but we are also open to facilities professionals located in other geographies. This position offers a competitive base salary and significant bonuses that result from successful account growth and inside sales. Job Responsibilities: • Negotiate contracts and close agreements to maximize profit. • Develop a trusted advisor relationship with key accounts, customer stakeholders, and executive sponsors with assigned clients. • Take ownership of the designated client accounts, managing a ‘book of business' through their SLAs (Service Level Agreements), RFIs (Request for Information), and RFPs (Request for Proposals) processes and requirements. • Understand, interpret, and accommodate varied KPIs (Key Performance Indicators) as dictated by the designated clients. • Consistently review designated existing client accounts, identifying opportunities for new business ventures and upselling services to better serve their needs and exceed sales quotas. • Ensure the timely and successful delivery of our solutions according to customer needs and objectives. • Communicate the progress of monthly/quarterly initiatives to internal and external stakeholders. • Forecast and track key account metrics (e.g., quarterly sales results and annual forecasts) and prepare reports on account status. • Other duties as required or assigned. • Assist with high-severity requests or issue escalations as needed. Proficiencies: • Strong organizational skills • Attention to detail • Possess friendly and positive disposition • Adaptable and able to work in a fast-paced environment. • Ability to manage multiple projects at a time • Display effective communication skills • Negotiation skills Requirements Supervisory Requirements: This position does not have direct-report supervisory responsibility but does serve as a coach and mentor within the Account team as well as for other positions within the company. Education/Experience: • College Diploma with three years' experience in project management, time management, and people management or any equivalent combination of training and experience that provides the required knowledge, skills, and abilities to qualify. • Customer service experience, preferably in a retail, restaurant, or related environment. • Facilities management experience and familiarity with construction trade & processes, preferably in a retail or restaurant environment • To perform this job successfully, an individual should have basic skills in a work management system, proficiency in MS Office skills, and the willingness to expand their knowledge. Work Environment/Physical & Visual Demands: • This is a full-time position with 40 hours of work or more per week. Days and hours are typically within standard business hours, Monday through Friday from 8:30 a.m. to 5:00 p.m. EST. Though this is not an after-hours “on-call” position, availability to answer phone calls after normal business hours and on weekends is required as job duties demand. • This position requires extensive contact with people and local travel up to 10% may be required, based on the needs of the business. • Physical Demands: Speaking, Listening, Writing, Sitting, Keystroke, Crouching, Kneeling, Reaching, Standing, Walking, Pushing, Pulling, Finger movement, Squatting, Grasping, Repetitive Motion, and Sedentary/ Light work, Climbing, requiring lifting up to 20lbs or up to 50lbs with assistance. • Visual Demands: Visual acuity to perform activities such as viewing a computer terminal and reading. • Environment Conditions: This position is subject to sufficient noise with an indoor environmental condition; protected from weather conditions, but not necessarily from temperature changes
    $86k-135k yearly est. 5d ago
  • Head of Customer Success

    Method Financial

    Relationship manager job in New York, NY

    Meet Method We built Method to propel the next decade of consumer finance. Method's APIs are redefining financial connectivity with real-time read-write access to consumer liability accounts and bringing consumer finance one step closer to being autonomous. We are built on the tenets of consumer permissioned data access to enable financial institutions to deliver the most competitive products and seamless experiences to the consumer. We have helped 45+ million users connect 350+ million liability accounts, credential-less, save millions in interest and fees and get access to billions of dollars in personalized loans. We have partnered with some of the world's largest fintech companies - including Robinhood, Bilt Rewards, SoFi, PenFed, Figure, Happy Money and Aven - to deliver frictionless, personalized and engaging user experiences. We're a team of 50+ people spread across offices in Austin, SF, New York City and Washington D.C! We're excited to continue the momentum working alongside our investors and advisors from Andreessen Horowitz, Emergence Capital, Y Combinator, Avra, and Ardent. To learn more about us, check out our blog! The impact As Method's Head of Customer Success, you'll architect and execute the post-sales engine that drives Method's growth. Reporting directly to the CEO, you'll build world-class customer relationships while establishing the systems, processes, and teams that transform our high-growth fintech product into a predictable, scalable revenue driver. You'll own the entire customer lifecycle, from signed contracts through onboarding, steady-state operations, renewal, and expansion. This isn't just a relationship role; it's an operational leadership position where your success is measured by Time-to-Value (TTV), Net Revenue Retention (NRR), and the efficiency of the CS organization you build. Your influence extends far beyond traditional customer success. You'll shape product development by translating customer insights into actionable roadmap priorities, inform go-to-market strategy, and bridge the gap between customer needs and engineering execution. This is a rare opportunity to define customer success at a company poised for significant growth- building both the high-touch relationships and the scalable infrastructure that will carry us through our next phase of evolution! What you'll do Build the CS Operating System - Design and manage the day-to-day operating cadence. Establish clear reporting structures for team OKRs, health scores, and cross-functional KPIs that provide transparent visibility into our book of business. Lead and scale the team - Build, mentor, and empower a high-performing customer success organization. Create the conditions for your team to thrive while moving from "manual heroics" toward repeatable, scalable workflows. Accelerate Time-to-Value - Own and relentlessly optimize the onboarding and implementation lifecycle. Remove bottlenecks to ensure customers realize ROI as quickly as possible and experience seamless success from day one. Become a trusted advisor - Develop deep expertise in customers' businesses, challenges, and objectives. Position Method as an essential strategic partner in their success. Define and enforce service standards - Establish clear SLAs for support and implementation. Build internal accountability loops that ensure consistent delivery of high-quality service. Champion customer insights - Serve as the voice of the customer internally. Quantify feedback and market signals, translating them into prioritized product and strategy recommendations that keep Method ahead of the curve. Who you are Seasoned leader with 10+ years in client-facing roles, including experience leading customer success strategies, managing fintech partnerships, working with API products, and building high-performing teams. Data-obsessed and systems thinker. You use data to support volume and SLA performance. You enjoy building the infrastructure (tooling, playbooks, dashboards) as much as the strategy. You enjoy building the infrastructure (tooling, playbooks, dashboards) as much as the strategy. Commercially savvy - You understand CS as a profit center and are comfortable discussing NRR, churn cohorts, expansion pipelines, and the strategic priorities that fuel customer success. Self-starter and owner - Proactive, decisive, and naturally inclined to take initiative. You can manage complex situations by quickly mobilizing resources across the company. Proven track record in consulting, pre-sales, technical customer success, or similar roles demonstrating measurable operational and commercial impact. Naturally curious about emerging technologies and fintech trends, staying ahead of industry evolution. Exceptional collaborator who builds strong relationships across diverse teams and organizations. Extra awesome Experience in finance or fintech industries. Track record in early-stage or startup environments. Familiarity with Linear, Retool, and modern CS tech stacks. -- The annual US base salary range for this role is: $200,000 - $250,000. #J-18808-Ljbffr
    $73k-116k yearly est. 3d ago
  • Business Banking Relationship Manager-Brooklyn

    The Association of Technology, Management and Applied Engineering

    Relationship manager job in New York, NY

    This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines. Responsibilities Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee‑centric culture Required Qualifications Has proven success in consultative sales in financial services or in business-to-business sales Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers Is passionate about outside sales and enjoys spending time prospecting Wants to enhance existing relationships and exceed sales goals Can analyze financial conditions of clients and industry trends Can understand and interpret financial statements and cash flow analysis Has excellent communication skills and demonstrated leadership ability Enjoys partnering and negotiating with a team of bank employees to solve client issues Demonstrated management of a client portfolio with focus on relationship development and deepening Thorough knowledge of small business financial products and services Familiarity with CRM platforms and other banking systems Desired Qualifications Community leadership Strong computer skills with an ability to multitask in a demanding environment Undergraduate degree in business, finance or economics preferred or seven years relevant work experience Skills Client Experience Branding Client Management Client Solutions Advisory Customer and Client Focus Pipeline Management Credit Documentation Requirements Financial Analysis Oral Communications Prioritization Written Communications Coaching Interpret Relevant Laws, Rules, and Regulations Prospecting Risk Management. Minimum Education Requirement High School Diploma/GED or equivalent work experience Shift 1st shift (United States of America) Hours Per Week 40 Pay Transparency details US - NY - Brooklyn - 474 Fulton St (NY5615) Pay range $75,000.00 - $95,000.00 annualized salary, offers to be determined based on experience, education and skill set. This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics. Benefits This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. #J-18808-Ljbffr
    $75k-95k yearly 1d ago
  • Director, Client Delivery Lead

    Limelight Health 4.3company rating

    Relationship manager job in Greenwich, CT

    WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value - and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2,500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: The Director, Client Delivery Lead is accountable for execution on the client project work prioritized to meet key client targets and outcomes. You will have a keen understanding of the SDLC to delivering projects in both waterfall and agile methodologies, and an ability to quickly assess impact and risk mitigation approaches across client programs. Working with peers, Account Executives, and technology teams in the organization, you will help achieve your clients' target outcomes within the overall Zinnia portfolio of programs. You will lead a team of Program Leads/Project Leads working to support your clients' initiatives and will drive adherence to key standards and practices to increase predictability in our delivery outcomes. WHAT YOU'LL DO: Support client discussions and planning activities to outline high level full year portfolio roadmap, driven by prioritized requests and client defined business value Work with Client Account Manager to prepare and facilitate strategic client planning sessions at least quarterly to prioritize work needed for client to achieve key business outcomes for the upcoming year Collaborate with peer Delivery Leads, Client Account execs, and internal Technical Lead resources to forecast resource demands and manage prioritization on a recurring and as needed basis by working with internal stakeholders Monitor and manage Client portfolio status, including delivery progress, project spend, cross projects dependencies, P&L, risks and issues Work with Program and Project Manager client teams to drive consistent use of defined reporting and dashboards for project tracking and proactive identification of risks to timelines, scope, budget and quality Act as the first point of escalation for project delivery, working to identify remediation steps with internal stakeholders including impact of remediation to overall Zinnia portfolio, and reporting back to client with mitigation plan Support periodic (at least monthly) leadership Client discussions, including key Zinnia constituents (Client Account Executive, others as needed) to assess key wins, areas of opportunity with resulting plan of action and readout in subsequent monthly Drive Client conversations on scope management with proactive data to reflect trends and options to meet targets based on priority of time, cost, scope Improve team performance by leading, mentoring, training, motivating, and building team cohesiveness, Work with the teams to continually improve project/program controls, methods and tools Drive contract review and approval process, working with internal legal teams and Client Account Exec team member prior to submission to Client Support Program and Project Manager client teams review and approve of billable effort/cost weekly, in addition to monthly invoice generation Participate in monthly finance discussions to review P&L by providing proactive information on potential project risks and mitigation steps actioned WHAT YOU'LL NEED: Bachelor's degree in business or a closely related field, Master's Degree preferred, or equivalent work experience. 10 plus years of Project Management Experience - CAPM, PMP or similar designation preferred 15 plus total technology experience Demonstrated ability to manage a project using a variety of methodologies (Waterfall, Agile, Scrum, Kanban, etc). 4-6 years in an Agile environment preferred Demonstrated understanding and experience within full software development project lifecycle in complex technical environments. Knowledge of project management tools and software such as Microsoft PowerPoint, Excel, Visio, SharePoint, Jira, etc. Experience with third-party system support with preference given to insurance / financial services platforms. Knowledge of IT systems, governance and compliance. Proven problem solving, decision making, analytical and organizational skills are required. Ability to tailor communications and influence critical decisions with a variety of stakeholders. Capability to work within broadly defined parameters. Strong results orientation, organization and management skills. Lead and focus the efforts of others to established goal. Effectively drive results with cross-functional teams in a matrixed organization. Experience with conversions and implementations. Mentor Technical Project Managers as required. Develop relationships, with a strong focus on communication and change management. Knowledge of annuities and life products PMI- ACP, CSM or equivalent preferred Able to travel a minimum of 10% of the time. WHAT'S IN IT FOR YOU? Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. The expected salary range for this position is $180,000 - $200,000, dependent on skills and location. The salary range is a good faith estimate based on what a successful candidate might be paid in certain Company locations. All offers presented to candidates are carefully reviewed to ensure fair, equitable pay by offering competitive salaries that align with the individual's skills, education, experience, training, and geographic location and may be above or below the stated amounts. We're looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at ************** for more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability. Notice for California residents: Information about how we collect and use your personal information can be found here #J-18808-Ljbffr
    $180k-200k yearly 5d ago
  • Portfolio Relationship Manager - Data Centers

    Associated Bank-Corp 4.6company rating

    Relationship manager job in Newark, NJ

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Drive Strategic Lending & Build High-Impact Relationships Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio Relationship Manager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions, and internal teams to drive deal execution, underwriting, and portfolio growth. In this role, you'll do more than just manage loans-you'll be a key partner in sourcing new transactions, negotiating complex credit structures, and ensuring seamless execution from origination to funding. You'll also lead a team of talented portfolio managers, mentoring and shaping the next generation of financial professionals. What You'll Do: * Be a Dealmaker - Partner with the Group Leader to source, structure, and execute new lending opportunities with sponsors and financial institutions. * Own the Credit Process - Lead the underwriting and credit approval process, ensuring transactions align with our strategic goals and risk framework. * Manage High-Value Portfolios - Oversee existing and new transactions, handling loan modifications, compliance tracking, legal documentation, and financial analysis. * Build Key Relationships - Act as the central point of contact for borrowers, sponsors, legal advisors, risk teams, and internal stakeholders, ensuring a seamless lending experience. * Lead & Develop Talent - Manage a team of portfolio managers, providing mentorship, training, and oversight to drive operational excellence and career growth. * Navigate Complex Deals - Leverage your deep industry knowledge to navigate credit structuring, due diligence, and market trends in the data center financing space. What You Bring: * 4+years of experience in credit underwriting, financial analysis, and portfolio management. * 2+ years of strong industry knowledge in data centers, infrastructure, or commercial lending. * 2+ years of expertise in financial modeling, risk assessment, and loan structuring. * 2+ years of proven ability to manage client relationships and negotiate deal terms. * 4+ years of advanced skills in Microsoft Suite (Excel, PowerPoint, Outlook, Word, Access). * 2+ years of formal credit training (preferred), but strong analytical and structuring skills are key. * Bachelor's degree Business, Finance, Accounting, Economics or other related discipline, or equivalent related experience required. Why Join Us? * High-Impact Role - Be at the center of complex, high-value transactions with direct visibility from leadership. * Growth & Leadership - Take ownership of your portfolio while mentoring a team and shaping the future of our lending operations. * Collaborative Culture - Work alongside top-tier professionals in a fast-paced, team-driven environment. * Exciting Industry - Play a pivotal role in financing the infrastructure that powers the digital world. If you're a strategic thinker who thrives on structuring deals, building relationships, and leading teams, we want to hear from you. Apply now and take your career to the next level! In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more. Personal banking, loan, investmentand insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish. Associated Bank is Pay Transparencycompliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $118,860.00 - $203,760.00 per year
    $118.9k-203.8k yearly 5d ago
  • Senior Private Banker: Elite Wealth & Client Impact

    Jpmorgan Chase & Co 4.8company rating

    Relationship manager job in Greenwich, CT

    A leading financial services firm located in Greenwich, Connecticut is seeking a Private Banker to provide holistic wealth management solutions. The ideal candidate will have over six years of experience in private banking and a strong network to acquire new clients. Responsibilities include managing client relationships and offering tailored investment advice. Applicants must hold a Bachelor's Degree and relevant licenses, with a focus on a superior client experience. #J-18808-Ljbffr
    $54k-132k yearly est. 5d ago
  • Senior Customer Success Manager

    Connecticut Innovations 3.9company rating

    Relationship manager job in New York, NY

    Are you ready to join Connecticut Innovation's vibrant community of innovators? Connecticut Innovations (“CI”) is Connecticut's strategic venture capital arm, and we are passionate about serving our portfolio of 220+ companies across various industries, with strengths in life sciences, technology, and climate tech. Come join Curacity: Hotel marketing software that turns media into revenue!! Position: Senior Customer Success Manager Reports to: VP of Customer Success | Grace (. | LinkedIn Location: New York, NY (Hybrid - in the office Tuesday, Wednesday, Thursday) About Curacity Curacity is the leading media brand network driving measurable revenue for luxury and lifestyle hotels through brand-elevating exposure to high-value travelers. Leveraging proprietary technology and first-party data through partnerships with top travel publications like AFAR and Travel+Leisure, our platform delivers validated 10×-20× ROI. Named among Inc. 5000's Top 20 Travel & Hospitality Companies and Digiday's Best Content Marketing Platform of 2024, Curacity is headquartered in New York and Stamford, CT. Position Overview We're seeking a Senior Customer Success Manager who thrives at the intersection of marketing strategy and performance analytics. You'll partner with marketers and business leaders at companies ranging from independents to major brands, helping them leverage premium media content from outlets like Travel + Leisure , Food & Wine , and AFAR to drive measurable demand, bookings, and revenue. This role requires someone who understands B2B customer success at scale. You'll need to be equally comfortable discussing marketing strategy with executives and troubleshooting technical integrations with operations teams. You'll work with sophisticated customers who demand proof, not buzzwords-and you'll need analytical thinking, industry knowledge, and the ability to diagnose complex problems without obvious answers. What You'll Do Own strategic relationships for a portfolio of high-value accounts, developing deep understanding of each customer's business model, competitive positioning, and growth objectives Analyze multi-layered performance data like engagement metrics, attribution, and market trends to identify optimization opportunities and deliver actionable recommendations Lead quarterly business reviews that connect platform performance to broader business objectives, using data to tell compelling stories about impact Partner with internal teams (Product, Operations, & Partnerships) to advocate for customer needs, refine strategies, and ensure seamless technical implementations Design and execute testing strategies to continuously improve campaign performance across channels, content types, and audience segments Identify expansion opportunities based on demonstrated ROI and build champions within customer organizations Proactively monitor account health and intervene before issues escalate - investigating data discrepancies, diagnosing performance drops, anticipating seasonal challenges What We're Looking For 5+ years in Customer Success, Account Management, or consulting with enterprise/mid-market accounts Bachelor's degree from an accredited university or college required, with a focus/concentration of hospitality, business, and/or marketing strongly preferred Business fluent: You understand your customers' business models, competitive dynamics, and economic drivers; can discuss marketing performance and ROI intelligently Analytically sharp: Comfortable with performance data, attribution models, and spotting patterns without drowning in spreadsheets. Strategic communicator: Seamlessly shift between casual troubleshooting and executive presentations; explain technical concepts without jargon Intellectually curious: Approach ambiguous problems as puzzles to solve; energized by complexity; have strong opinions loosely held Customer-centric operator: Balance empathy with accountability; build trust through reliability and actually knowing customers' business; view criticism as valuable data Hospitality, marketing technology, or media experience strongly preferred Why Curacity? You'll join an award-winning, fast-growing team at the intersection of luxury travel and cutting-edge ad tech. We offer competitive compensation, comprehensive benefits, and the opportunity to shape the future of hospitality marketing. What We Offer Curacity offers a competitive package which includes base salary, equity, and comprehensive benefits, including: Equity: Stock options are offered to all full-time employees Healthcare: Comprehensive medical and dental insurance plans, long-term disability policy, generous company contribution Retirement: 401(k) match - up to 4% of your total compensation matched dollar-for-dollar (US-based employees) Flexibility: Hybrid Work for NYC-Based Roles: Virtual (2 Days); In-office (3 Days); Multiple “work from anywhere” periods/year PTO: 15 personal days, in addition to 10+ public holiday closure dates Wellness: $100 monthly stipend for health and wellness related activities Recognition: Birthday, anniversary, and other every-day surprises and gifts to recognize the hard work of our team members Culture: Casual, collaborative (and dog friendly!) work environment in the heart of Flatiron with CWJ cold brew on tap Exact compensation for this role is determined based on a number of factors including experience, skill level, and qualifications which are assessed during the interview process. Additional details about total compensation and benefits will be provided by our team during the hiring process. In addition to the salary range listed, this role is eligible for commission-based compensation. Equal Opportunity Curacity is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive team and do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law. We encourage candidates of all backgrounds to apply, and we provide reasonable accommodations during the hiring process for individuals with disabilities, upon request.
    $74k-114k yearly est. 3d ago
  • Bank Manager

    Fintrust Connect

    Relationship manager job in Lyndhurst, NJ

    For more Job Opportunities follow FINTRUST CONNECT here: FinTrust Connect: Jobs | LinkedIn Branch Manager I -Lyndhurst, NJ FinTrust Connect is excited to announce that we have partnered with a well-established community bank in search of a Branch Manager Lyndhurst, NJ branch. This candidate is responsible for managing the day-to-day operations of the branch, the internal sales process and customer experience. They are responsible for ensuring all policies and procedures are followed and that the branch staff practices sound risk management. This position is responsible for providing required reporting related to operations and control and adherence to income, expense, and budgetary guidelines and standards, as well as security of equipment and premises, financial controls, collections and loss handling, daily opening and closing procedures. Why this Opportunity? Culture: This bank values a strong team-oriented culture that prioritizes inclusivity and professional development. They believe in creating a supportive and collaborative work environment where all employees feel valued and empowered to reach their full potential. This institution is committed to fostering a positive and family-like atmosphere within the bank and to provide opportunities for career advancement and growth for their employees. Workplace (On-site, Hybrid, Remote): On-site in Lyndhurst, NJ Function: responsible for the cultivation and development of Centers of Influence (COIs) that refer profitable new business relationships Requirements: High School diploma. Minimum of 3 years of branch management/supervision experience preferred. Solid interpersonal skills, including listening, written and verbal communication. Ability to work with a wide variety of personalities in a courteous and professional manner. Solid math and analytical skills. Ability to understand and follow safety and security practices. Strong ability to build relationships through consultative conversations and to identify customer needs and translate those needs to sales opportunities. Strong customer service/advocacy skills. Solid organizational and time management skills Ability to effectively coach, develop and manage staff performance. Description: Manage and own all facets of day-to-day branch operations. Manage the successful execution of the internal sales process by all staff to drive results. Ensure all staff are providing an extraordinary customer experience by executing the bank's customer service behaviors. Ensure all staff are operating proficiently with regards to branch operations, policies and procedures and compliance. Actively participate in in local community and business events. Assist the Market Manager in creating the annual business plan for their financial center. Create, with the support of the Assistant Branch Manager, a monthly branch sales tactical plan to ensure sales goals are being met. Ensure the branch meets and exceeds corporate audit and compliance audit expectations. Responsible for managing branch profitability. Responsible for coaching and ensuring employee development process is conducted consistently on a monthly basis. Handle scheduling to effectively meet branch productivity and efficiency standards. Perform and review branch audits.
    $90k-140k yearly est. 1d ago
  • Customer Success -PM (On-Site)

    Multi-Pak Packaging

    Relationship manager job in West Caldwell, NJ

    The Customer Success Project Manager (CSPM), under the Commercial Business Unit, is responsible for the ongoing project management and support of active customer accounts. Each CSPM will oversee a portfolio of clients, with distinct needs, service level expectations, and business requirements. The CSPM is accountable for accurate forecasting, planning, execution, and the on-time delivery of finished goods. Acting as the primary point of contact between the customer and internal departments (Operations, Logistics, QA, Finance, Procurement), the CSPM ensures effective coordination across all departments, while proactively identifying risks, resolving issues, and uncovering opportunities for growth. This role requires strong project management skills, confident and effective communication, particularly in customer-facing interactions, and the ability to prioritize competing deliverables by assessing both impact and urgency. CSPMs must bring a mindset centered on customer retention and account growth, acting not just as project managers, but as leaders responsible for customer satisfaction, effective and timely solutions and account growth. RESPONSIBILITIES: Position Summary: Project Management: • Serve as the primary point of contact for assigned commercial accounts, building strong, long-term relationships • Maintain regular communication with customers to review forecasts, PO timelines, and open action items • Ensure all customer deliverables are met on time and in full, escalating risks early with potential solutions identified • Understand client goals, challenges, and priorities to ensure successful outcomes • Support account growth, client retention, and high customer satisfaction • Develop and manage project timelines from inception through completion, ensuring all deliverables meet timeline expectations Forecasting & Execution: • Track and monitor monthly forecasts for assigned accounts • Collaborate closely with Finance and Procurement to proactively flag changes in demand to avoid delays in procurement of material Annual Pricing Review: • Participate in the annual pricing review process by reassessing active SKUs within their account portfolio o This exercise requires the PM to be aware of potential componentry increases as well as actual production of finished good performance • PMs are responsible for presenting and communicating final pricing recommendations internally and externally to the customer Nonessential Functions/Demands: • Other responsibilities as assigned by manager. QUALIFICATION REQUIREMENTS: Required • Bachelor's degree in Business, Project Management, Communications, or related field. • 2-5 years of experience in client facing roles with responsibilities in project and/or account management. • Strong organizational and multitasking skills with the ability to manage multiple clients at once. • Excellent written and verbal communication skills. • Ability to build strong relationships and collaborate effectively with internal and external partners. • Proficiency in Google Sheets • Excellent in Word, Excel & PowerPoint • Strives in a fast-paced environment with tight deadlines. Preferred • Experience in a manufacturing, packaging, supply chain, or production-focused environment. • Knowledge of supply chain processes, material planning, or production scheduling. Salary Range: $90k - $100k
    $90k-100k yearly 4d ago
  • Client Executive-NY/NJ

    Presidio Networked Solutions, LLC

    Relationship manager job in Morristown, NJ

    Presidio, Where Teamwork and Innovation Shape the Future AtPresidio, we're at the forefront of a global technology revolution, transforming industries throughcutting-edge digital solutions and next-generation AI. We empower businesses-and their customers-to achieve more through innovation, automation, and intelligent insights. The Role Presidio has an exciting opportunity for an experienced Client Executive to join our Key Accounts Team. The Presidio Key Account Team's #1 priority is to deliver outstanding customer experiences by solving complex business challenges through digital & cloud solutions that provide economic value and growth. We emphasize a culture of helping one another, integrity, hard work, winning and having fun together. Client Executives within Key Account team serve as role models within Presidio and the industry for sales capabilities and best-in-class sales behaviors. Travel Requirements: In this role you will be expected to travel up to 20%. It will be based in Morristown, NJ, and the travel will be mostly regional. Responsibilities Sales Execution: Execute sales strategy by identifying customer needs and selling the appropriate hardware and company services Develop business through multiple marketing and sales techniques, including but not limited to cold calling, conducting in-person meetings, and partnering with vendors or manufacturers Maintain a targeted understanding of customers' business showing the ability to establish customer needs, buying cycles, and create strong relationships to effectively drive sales and repeat business Meet or exceed annual sales top-line revenue and margin goals as defined by management Drive profitably and grow revenue for target accounts in partnership with the inside sales team Adhere to sales process, including but not limited to pipeline development and accurate forecasting via internal tools Performs extensive proposal writing and prepares sales information for customers Account Management: Manage individual sales objectives to include sales orders and billing activities to support quarterly goals Manage ongoing customer account relationships to include updating account information in company systems and resolving customer satisfaction issues Work with the inside sales team to ensure that quotes are provided, and order requests are processed accurately, and with the engineering team to accurately scope projects Manage past due invoice resolution with accounting to ensure proper collections Develop and maintain solid business relationships within the various decision-makers and influencers at all levels at each target account Understand each target customer's business model, map their organization and identify their unique technology needs Strategic Planning & Presentation: Performs deep analysis of account base including "heat maps" to determine key areas of opportunities Develop & execute marketing and business plans to drive revenue and profits Work with sales leadership and team to provide feedback, develop specific vendor relationships, advance new company initiatives and mentor new employees to enhance all aspects of the sales strategy Attends monthly/quarterly account planning/penetration sessions with our strategic manufacturing partners' AMs. Presents a Quarterly Business Review (QBR) to Sales/Ops Manager each quarter which will focus on past performance and expectations of current quarter, analysis of pipeline, key wins, and personal improvement goals Provide in-depth customer technology roadmap and collaboratively work with inside Account Manager to uncover new sales opportunities Develop partnerships with Vendor Field Sales Representatives and optimize the joint selling opportunities within the territory Use monthly forecasting and pipeline management to manage sales growth High performing AMs have the demonstrated ability to overcome obstacles, achieve sales goals, and articulate ideas clearly and concisely in a variety of settings Ability to reach expected sales quota the first 90 and 180 days of employment leveraging existing vendor and customer contacts, as well as experience and track record of meeting and exceeding sales quotas Strong collaboration skills and ability to work closely and effectively with members across departments and at all levels of the organization Proven track record in developing relationships with customers and vendors, and ability to translate client business needs into solutions Required Skills: Bachelor's degree preferred, or equivalent experience and/or military experience 7+ or more years of outside information technology sales experience (customer-facing) in infrastructure, storage, cloud, network security, professional services or managed services preferred Preferred candidate will have prior experience selling advanced technology solutions from Cisco, Dell/EMC, Palo Alto, AWS, Azure, HP, Citrix, etc. Your future at Presidio JoiningPresidiomeans stepping into aculture of trailblazers-thinkers, builders, and collaborators-who push the boundaries of what's possible. With our expertise in AI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world. Here,your impact is real.Whether you're harnessing the power of Generative AI, architecting resilientdigital ecosystems, or drivingdata-driven transformation, you'll be part of a team that is shaping the future. Ready to innovate? Let's redefine what's next-together. About Presidio At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio's expert technical team develops custom applications, provides managed services, enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information, visit ***************** #LI-LM1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $124k-225k yearly est. 2d ago
  • Account Manager, New York Metro

    Powerpak

    Relationship manager job in Congers, NY

    Inside Sales Account Manager to fill in the New York Metro Area Pay: First year on target total compensation is $120,000 with no cap ($70,000 base) but you must have the following sales capabilities: You must have two years prior B2B sales success selling commodities into a highly competitive market. Does this describe you? You thrive when selling commodities against well-known, trusted and embedded brands. You are a sales performer with a proven track record of hunting and developing new business. You have an optimistic outlook, listen and ask questions with ease. You have no problem handling rejection, developing strong relationships early, and would describe your selling style as consultative. You excel at cold-calling on the phone, reaching decision makers, value selling, handling objections and set high success goals. A self-starter, you have a strong sense of urgency, and can work independently alongside a small team in a satellite location. You are adaptable, unafraid of new technology, goal-oriented, organized, and have strong written and verbal communication skills. You're comfortable in an inside sales role with a primary objective of growing existing accounts. You like being held accountable for Key Performance Indicators and know that “time kills all deals”. Prior success selling Industrial or Construction supplies to Construction Companies is helpful but not required. Familiarity with NetSuite ERP is helpful but not required. This position requires you to work in an office 5 days a week in Congers, NY. Job type: Full time Benefits Great medical, dental & vision benefits 401(k) matching program Generous paid time off and holiday policies Team-first mindset Career growth opportunities _________________ We are Great Place to Work certified, with 98% of team members stating they are proud to work for PowerPak! We are always looking for ways to put "People First". To learn more, check out our Core Values here: ********************************
    $70k-120k yearly 1d ago
  • Senior Account Manager

    Remoteworldwide

    Relationship manager job in New York, NY

    We are hiring an experienced ‘Senior Account Manager' to further invest in our existing client relationships and new business opportunities You likely have at least 7 or more years of relevant experience between project and account management We are a distributed team working remotely (10am - 6pm EST) Bonus if you live in NY/Brooklyn but not a requirement We are open to considering applicants with higher levels of experience, but this is not an entry level or junior role If you believe you are more of a Project Manager, please consider applying to our General Application. We may open a round of hiring for a Project Manager soon, but it is not open yet and will start by reviewing candidates there. What we are looking for Client partnership:You have impressive experience partnering with your clients and your team on projects and ongoing retainers; from their successful completion to expanding a client partnership New business focus:You are experienced in overseeing proposals, meetings with potential clients, and have a genuine interest in continuing to develop this area of your career with a supportive team Website & digital project management background:You have past experience in project management of medium to large digital creative projects, particularly websites, in a relevant agency setting, equipping you to be a successful account manager and collaborator to project managers Nonprofit experience:You have experience of working with progressive organizations as your clients: nonprofits, foundations, and cultural institutions -otherwise, a genuine demonstrated interest in social impact Digital strategy background (a plus):Having past experience in directly advising clients on relevant digital strategy or related roles is a plus as a thought partner to clients, even if active strategy work would be carried out by strategists on the team Interest in developing the discipline:You are interested in contributing to our agency's account management standards, documentation, guides..etc. recognizing that account management is a team effort Benefits & Compensation Starting salary $80,000 to $120,000 commensurate with experience and may be adjusted based on your working location; with 5% to 20% of additional compensation as described below Up to 5% additional income through 401k employer match (after 3 months of employment) 10% to 15% of additional tentative income through discretionary end of year profit sharing and bonuses Generous health, dental, and vision insurance benefits Employer matched donations to causes you care about Flexible PTO in addition to federal and team-wide days off Remote work supported with occasional opportunities to get together Significant investment towards onboarding, training, and your career Room for growth towards Associate Director and Director level roles How to Apply We invite you to learn more about our culture, projects, and approach. Please spend time with our featured case studies on our website, check out our IG account@madeo_studio , and apply below to learn more about compensation and get started. Madeo Studio is an award-winning creative agency specializing in social impact work, creating brands, websites, and digital products for nonprofits and mission-driven startups. #J-18808-Ljbffr
    $80k-120k yearly 5d ago
  • Account Manager

    Talent 4.8company rating

    Relationship manager job in New York, NY

    Talent International is partnering with a rapidly growing healthcare SaaS company that's looking for their next Account Manager to strengthen client relationships and drive expansion. Compensation: $100K base + $140K OTE (uncapped) Responsibilities Grow and expand relationships within an existing customer base Identify upsell and cross-sell opportunities to drive revenue Ensure clients continue to see strong value in the platform Deliver exceptional customer experiences through trusted partnerships Lead discovery and demo calls Qualifications 2+ years in a client-facing sales or account management role Strong communication and presentation skills Proven success in revenue growth through retention and upsells Experience selling into complex or non-technical customer environments (healthcare tech a plus) Experience in the SaaS space Experience delivering product demos or presenting solutions to clients Interested? Reach out to ************************************** or apply directly!
    $100k-140k yearly 4d ago
  • Senior Account Manager

    Fwd People

    Relationship manager job in New York, NY

    FWD People is a full-service strategic marketing agency delivering meaningful and measurable results in the health and non-profit sectors. We take pride in being our clients' trusted strategic partner-staying ahead of the curve, and leveraging our expertise and foresight to help them navigate change and seize opportunities. We approach every challenge with a commitment to innovation, excellence, and empathy, and we seek the same qualities in our leaders. As a fast-growing, senior team, we're excited to welcome more forward-thinking individuals who will help us drive growth, foster positive change within our client's industries, and have fun along the way. We're looking for a Senior Account Manager who brings confidence, strategic instinct, and operational excellence to some of our most important accounts. You'll lead day-to-day client relationships, guide multi-workstream programs from insight through execution, and help shape the work with both strategic perspective and operational rigor. You'll also play a meaningful role in strengthening our processes, mentoring teammates, and contributing to organic and new-business growth. This role is ideal for someone who is equal parts relationship leader, strategic thinker, and operational anchor. Someone who anticipates needs, speaks the client's language, brings calm to complexity, and helps teams deliver high-quality work that moves the needle. If you love being the connective tissue between client vision and team execution - and you thrive in fast-paced, senior, collaborative environments - you'll feel right at home here. At FWD, we care deeply about our work and the people we work with. We take our no-jerk policy seriously. You'll thrive here if you bring ownership without ego, curiosity, a sense of humor, and a genuine commitment to building brands - and relationships - that matter. What You'll Do Lead client relationships with confidence and clarity. Act as a trusted partner to client teams, building strong relationships through strategic guidance, proactive communication, and clear, timely decision-making. Own and orchestrate complex, multi-stream projects. Drive the overall momentum of engagements - from initial strategic framing to day-to-day delivery - ensuring teams are aligned, risks are surfaced early, and work moves forward smoothly and predictably. Provide strategic POV and elevate the work. Bring sharp thinking, industry context, and a problem-solving mindset to help shape briefs, refine deliverables, and connect creative and strategic output to client goals. Manage financial performance. Monitor scope, staffing, burn, and forecasts with precision. Build smart estimates and partner with Operations to optimize utilization and keep projects financially healthy. Guide cross-functional teams. Motivate and coordinate multidisciplinary partners - strategy, creative, medical, digital, and operations - to deliver work that meets the highest standards of clarity, craft, and accuracy. Ensure operational excellence. Maintain rigorous project tracking, create timelines that work, manage regulatory workflows, and ensure all submissions and deliverables meet quality, compliance, and brand standards. Identify opportunities for organic growth. Spot patterns, anticipate future needs, and surface strategic opportunities that deepen relationships and fuel long‑term account growth. Contribute to agency growth and new business. Support pitch development, proposal writing, scoping, and positioning - bringing a thoughtful, solutions-oriented lens to new opportunities. Mentor and support teammates. Share best practices, model strong account leadership behaviors, and help cultivate a culture of clarity, ownership, and excellence across the Account team. What You'll Bring 7+ years of account management experience within a creative or strategic marketing agency - including experience supporting animal health, pet care, or adjacent clients. A proven ability to lead client relationships. You build trust quickly, speak with strategic authority, and guide clients through decisions with clarity, honesty, and calm. Strong strategic and business instincts. You understand the “why” behind the work, connect dots across business, market, and audience context, and help teams focus on what matters most. Expert project leadership. You know how to run complex programs, balance competing priorities, and keep teams on track in fast-moving environments without losing sight of quality. Financial acumen. You're fluent in scope, burn, utilization, staffing plans, forecasting, and the levers that keep projects healthy. Clear and persuasive communication. You articulate ideas succinctly, navigate sensitive conversations thoughtfully, and collaborate easily with senior leaders and cross-disciplinary partners. Adaptability and judgment. You make sound decisions in ambiguity, stay steady when things get messy, and model the kind of leadership that helps teams feel grounded. A collaborative, positive, solutions-first approach. You solve problems with curiosity, bring calm to pressure, and elevate the people around you. Interviewing at FWD People We believe in transparency and respect for your time. Our hiring process is designed to be open, fair, and as straightforward as possible, giving you a clear picture of what to expect while also giving us a chance to get to know you. Here's how it works: Initial Conversation: A friendly chat to learn about your background, goals, and what excites you about this opportunity (and in general). In-Depth Interview: A deeper discussion about your skills, experiences, and how you envision contributing to our team. Scenario Conversation: A collaborative discussion where we'll walk through a few real-world scenarios together. This is an opportunity to show us how you think through challenges, make decisions, and approach problem-solving. Final Interview: An onsite conversation with some additional folks on our team and leadership to explore how your unique talents align with our mission and values. We know that interviewing can sometimes feel overwhelming, which is why we're committed to keeping the process clear and communicative every step of the way. We're excited to learn more about you and appreciate you taking the time to get to know us! Working at FWD People We are a senior team that champions integrity, adaptability, excellence, and growth. Here, you'll collaborate with solution-focused colleagues to advance both our clients and our teams. Our office is located in Brooklyn Heights, and we offer a flexible hybrid work schedule. We value in-person collaboration and connection but also understand the importance of offering the flexibility to work from home. We are dedicated to creating a diverse, equitable, and inclusive workplace where everyone feels valued and respected. As an equal-opportunity employer, we welcome differences in race, gender, age, sexual orientation, disability, and more. We believe that diversity drives innovation and success, and we are committed to ensuring equal opportunities and fostering a culture of respect and collaboration. Benefits & Comp At FWD, we believe in supporting our team both personally and professionally. We offer excellent benefits, including 25 days off per year + 16 paid holidays, matching 401(k), medical, dental & vision, paid maternity & paternity leave, home office setup, yearly team retreats, and a comprehensive professional development program including executive coaching and a yearly professional development stipend. As we continue to grow, we enhance our benefits package to meet the needs of our team. The salary range for this role is $105,000-$115,000. This role is ideally based in NYC (Brooklyn) with a flexible hybrid work schedule. #J-18808-Ljbffr
    $105k-115k yearly 5d ago
  • Customer Success Manager II

    Meltwater 4.3company rating

    Relationship manager job in New York, NY

    What We're Looking For: Begin your career as a Customer Success Manager II at Meltwater, where each day is dedicated to ensuring the continued success and satisfaction of our valued customers. We're searching for driven individuals to join our team and play a pivotal role in delivering exceptional experiences. As a Customer Success Manager II, your focus will be on driving impactful outcomes through product adoption, implementing risk mitigation strategies, and conducting user training. At Meltwater, we offer more than just a job-it's a pathway to personal and professional growth. Immerse yourself in an environment that cultivates your talents, fosters mentorship, and advocates for inclusive leadership principles. Engage with seasoned account managers and resilient leaders who are committed to supporting your journey of development. Join our team and become part of a diverse community that celebrates your unique contributions and empowers you to reach new heights. What You'll Do: Collaborate with internal stakeholders, including Renewal Managers and Account Managers, to align customer needs effectively. Provide strategic guidance and support to ensure comprehensive adoption of Meltwater solutions, maximizing value for customers. Empower clients with tools and resources to cultivate strong advocacy, enhancing billing relationships. Foster a deep understanding of customers' organizational context and objectives through close collaboration, tailoring solutions to their unique needs. Seamlessly partner with the Account Manager team to identify upselling and cross-selling opportunities, driving overall customer account growth. Proactively engage with accounts ahead of renewal dates to support renewals, mitigate risks, and address 'at-risk' accounts. Take ownership of customer account gross retention, prioritizing high levels of satisfaction and loyalty. Drive client engagement and product adoption to ensure ongoing value delivery. Conduct thorough onboarding and training sessions for new customers, facilitating seamless integration with Meltwater solutions. Gather customer feedback through executive business reviews, fostering continuous improvement and addressing evolving needs. Identify expansion opportunities and communicate them to Account Managers, contributing to the growth and success of customer accounts. What You'll Bring: A Bachelor's degree or higher is preferred for this role, empowering you to demonstrate your academic prowess and contribute effectively. Demonstrated expertise in customer success, account management, or a related field, backed by at least 3 years of hands-on experience in account management. Exceptional communication and interpersonal skills, enabling the establishment and maintenance of strong customer relationships. Results-driven mindset, dedicated to achieving customer satisfaction and fostering their success. Proactive approach in identifying and addressing customer needs and opportunities promptly. Collaborative spirit, adept at working closely with cross-functional teams to ensure seamless customer success. Excellent written and verbal communication skills in English. Willingness to embrace a flexible work schedule. We require that you are in office most weeks 3 days per week with flexibility to 5 days per week based on team and business priorities. The ability to legally work in the country of hire is required for this position. What We Offer: Enjoy comprehensive paid time off that allows you to have an enhanced work-life balance. Excellent medical, dental, and vision options 401(k) matching, life insurance, commuter benefits, and parental leave plans Complimentary CalmApp subscription for you and your loved ones, because mental wellness matters. Energetic work environment with a hybrid work style, providing the balance you need. Thrive within our inclusive community and seize ongoing professional development opportunities to elevate your career Compensation Overview Competitive Compensation: Base Salary of $53,000 - $71,000 USD per year + quarterly commission subject to the terms of the applicable bonus plan. Total compensation range for this position: $88,500 - $118,000 USD per year. Earnings are dependent on individual sales performance. Our Story At Meltwater, we believe that when you have the right people in the right environment, great things happen. Our best-in-class technology empowers our 27,000 customers aroundthe world to make better business decisions through data. But we can't do that without our global team of developers, innovators, problem-solvers, and high-performers who embrace challenges and find new solutions for our customers. Our award-winning global culture drives everything we do and createsan environment where our employees can make an impact, learn every day, feel a sense of belonging, and celebrate each other's successes alongthe way. We are innovators at the core who see the potential in people, ideas and technologies. Together, we challenge ourselves to go big, be bold, and build best-in-class solutions for our customers. We're proud of our diverse team of 2,200+ employees in 50 locations across 25 countries around the world. No matter where you are, you'll work with people who care about your success and get the support you need to unlock new heights in your career. We are Meltwater. Inspired by innovation, powered by people. Equal Employment Opportunity Statement Meltwater is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: At Meltwater, we are dedicated to fostering an inclusive and diverse workplace where every employee feels valued, respected, and empowered. We are committed to the principle of equal employment opportunity and strive to provide a work environment that is free from discrimination and harassment. All employment decisions at Meltwater are made based on business needs, job requirements, and individual qualifications, without regard to race, color, religion or belief, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, marital status, veteran status, or any other status protected by the applicable laws and regulations. Meltwater does not tolerate discrimination or harassment of any kind, and we actively promote a culture of respect, fairness, and inclusivity. We encourage applicants of all backgrounds, experiences, and abilities to apply and join us in our mission to drive innovation and make a positive impact in the world.
    $88.5k-118k yearly 2d ago
  • Account Manager

    Zoetis, Inc. 4.9company rating

    Relationship manager job in New York, NY

    Role Description We are seeking a highly capable individual for Account Manager, US Petcare Division. Primary responsibilities include utilizing solution selling, territory management, and business planning capabilities to execute our strategies to maximize sales performance within the assigned geography. This position will be field based and will require travel and some evening work for educational programs.Candidate should live within the territory. Position Responsibilities Sales Performance Meet overall sales objectives (quota) both overall and for key growth products via demand generation within targeted geography. Successfully launch new products, service offerings and generate new equipment leads. Selling Skills, Technical Knowledge, and Customer Value Delivery Consistently demonstrate Solution Selling capabilities. Consistently build and demonstrate relevant technical knowledge, verbal fluency, and veterinary practice expertise. Build effective relationships with and service all targeted hospitals / personnel to ensure you maintain and grow relevance and access within each account. Interact with customers following all Zoetis promotional guidelines. Territory Management and Teamwork Develop and execute a Territory Business Plan / Resource Allocation per our expectations - effectively implementing the full complement of Zoetis resources and following up to maximize ROI. Meet field activity expectations including sales call activity and investment in medical education programs. Develop and execute a call-cycle at the account and veterinarian level that delivers our reach / frequency expectations. Work with all Zoetis Petcare colleagues in a professional manner to include consistently meeting expectations around integrity/compliance, work-ethic, role/responsibility, conduct/attire, effective communication/informing, all administrative responsibilities, and overall teamwork. Education and Experience Undergraduate degree (BS/BA) required. Success in previous roles including creatively finding opportunities or solving problems to drive sales performance. 3-10 years of documented and successful consultative sales experience. Exemplifies what it means to be a change agent, continuous learner, and pushing self / others beyond dominant logic. Uses analytics and insights to enhance decision-making and tactical execution. Follow-through and attention to detail. Ability to manage assigned expense budgets. Highly focused and results oriented, able to identify goals and priorities and resolve issues in initial stages. Demonstrated ability to work independently and in a close team environment, self-starter. Animal Health experience and knowledge of small animal veterinary medicine. Exhibit willingness to accept and incorporate feedback. Technical Skills Requirements Verbal, written, presentation, interpersonal, and communication skills. Ability to exercise good judgment and make thoughtful / fair decisions based on relevant information. Proficiency in MS Office (Word, Excel, Outlook, PowerPoint) and ability to learn Zoetis systems. Physical Position Requirements Ability and willingness to travel and work some evenings as required by the position. The US base salary range for this full-time position is $69,000-$133,860. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the base pay target range for new hire salaries for the position. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. In addition to compensation, Zoetis offers a comprehensive benefits package that supports the physical, emotional and financial wellbeing of our colleagues and their families includinghealthcare and insurance benefits beginning on day one, a 401K plan with a match and profit-sharing contribution from Zoetis, and 4 weeks of vacation. Visit zoetisbenefits.com to learn more. Full time RegularColleague Any unsolicited resumes sent to Zoetis from a third party, such as an Agency recruiter, including unsolicited resumes sent to a Zoetis mailing address, fax machine or email address, directly to Zoetis employees, or to Zoetis resume database will be considered Zoetis property. Zoetis will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume. Zoetis will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees. This includes any Agency that is an approved/engaged vendor but does not have the appropriate approvals to be engaged on a search. Zoetis is committed to equal opportunity in the terms and conditions of employment for all employees and job applicants without regard to race, color, religion, sex, sexual orientation, age, gender identity or gender expression, national origin, disability or veteran status or any other protected classification. Disabled individuals are given an equal opportunity to use our online application system. We offer reasonable accommodations as an alternative if requested by an individual with a disability. Please contact Zoetis Colleague Services at to request an accommodation. Zoetis also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as employment eligibility verification requirements of the Immigration and Nationality Act. All applicants must possess or obtain authorization to work in the US for Zoetis. Zoetis retains sole and exclusive discretion to pursue sponsorship for the acquisition or maintenance of nonimmigrant status and employment eligibility, considering factors such as availability of qualified US workers. Individuals requiring sponsorship must disclose this fact. Please note that Zoetis seeks information related to job applications from candidates for jobs in the U.S. solely via the following: (1) our company website at ********************** site, or (2) via email to/from addresses using only the Zoetis domain of "@zoetis.com". In addition, Zoetis does not use Google Hangout for any recruitment related activities. Any solicitation or request for information related to job applications with Zoetis via any other means and/or utilizing email addresses with any other domain should be disregarded. In addition, Zoetis will never ask candidates to make any type of personal financial investment related to gaining employment with Zoetis.
    $69k-133.9k yearly 3d ago

Learn more about relationship manager jobs

How much does a relationship manager earn in Waldwick, NJ?

The average relationship manager in Waldwick, NJ earns between $68,000 and $147,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.

Average relationship manager salary in Waldwick, NJ

$100,000

What are the biggest employers of Relationship Managers in Waldwick, NJ?

The biggest employers of Relationship Managers in Waldwick, NJ are:
  1. Principal Financial Group
  2. Valley National Bank
  3. Citi
  4. Max Surgical Specialty Management
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