Relationship manager jobs in Warwick, RI

Fractal Analytics is a strategic AI partner to Fortune 500 companies with a vision to power every human decision in the enterprise. Fractal is building a world where individual choices, freedom, and diversity are the greatest assets. An ecosystem where human imagination is at the heart of every decision. Where no possibility is written off, only challenged to get better. We believe that a true Fractalite is one who empowers imagination with intelligence. And that it will be such Fractalites that will continue to build the company for the next 100 years. Please visit Fractal | Intelligence for Imagination for more information about Fractal Location: Boston, MA (Onsite 3-4 days per week at client office) Key Responsibilities: U.S. Client Relationships shaping and sustenance. Strategically drive new business in a healthcare account in close synergy with Solution & Delivery teams to manage assigned sales and margin targets. Connect the dots across the client company performance, operating model, internal value chains and industry knowhow. Draw implications to account strategy, basis clients' ongoing divisional shifts. Ensure the U.S. stakeholders understand Fractal India ecosystem, regardless of active engagements or not. Track impact of past solutions delivered, to uncover gaps and expectation shifts. Sustain in-person relationships with Director- and VP-level clients. AI/ Gen AI Demand generation and demand shaping, with commercial advancements AI/ Gen AI Use Cases Development: Identify business improvement opportunities and develop compelling use cases for AI/ Gen AI solutions. Leverage insights from existing dashboards, proof of concepts (POCs), software partners' dynamics and market research to present new propositions to clients. Proposals Development and Solutioning: Build proposals, for solutions tailored to client needs and technical constraints (cloud stack, APIs, security, etc.). Collaborate with the account consulting team in India and Fractal capabilities leadership, to shape AI solutions entailing services, accelerators and/or products. Harness Fractal's AI Research group to advance client's roadmaps and stretch aspirations. Commercial structuring: In line with Fractal's objectives to shift towards outputs-based and subscriptions-types pricing, in collaboration with Fractal Finance and Capabilities leadership. Influence U.S. client procurement-related stakeholders with advanced commercial structures, entailing TCO, usage value and adoption factors. Internal remote collaboration with the Fractal India ecosystem Collaborate with internal India teams, including Consulting and Delivery teams, to develop winning proposals and ensure POCs and pilot-phase execution success. Ensure pilots and/or POCs reach success in terms of long-term production solutions, with upgradation roadmaps. Tie with the long-term subscription-revenue objectives. Represent full Fractal portfolio with broad understanding and expertise in AI, Engineering & Design /Behavioral sciences. Technical Kkills: Strong grasp of GenAI concepts (LLMs, prompt engineering, fine-tuning, embeddings) and their business applications Awareness of Agentic AI patterns (autonomous agents, workflow orchestration, multi-agent systems) and ability to position them in client contexts. Familiarity with cloud AI services (Azure OpenAI, AWS Bedrock, Google Vertex AI) and ecosystem tools (LangChain, RAG frameworks) Ability to translate technical enablers (APIs, integration, data pipelines) into business value narratives for clients. Qualifications: 10-18 years of relevant experience in customer success, account management or presales in Consulting Services, encompassing Analytics offerings (BI, AI ML, Gen AI, Cloud Tech). Demonstrated ability to drive account growth in scaled accounts, develop strong client relationships and execute pre-sales activities. Willingness to work in a siloed manner, i.e., alone at client site with a geographically distributed team (EU, India) structure in a fairly challenging environment. Strong understanding of business processes and the ability to derive insights from various data sources. Excellent communication and interpersonal skills, with an emphasis on relationship building with Director & VP-level clients. Ability to work collaboratively with teams across different functional areas. Travel: Possibly every month across U.S. client offices Pay: The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Fractal, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is: up to $200,000 base. In addition, for the current performance period, you may be eligible for a discretionary bonus. Benefits: As a full-time employee of the company or as an hourly employee working more than 30 hours per week, you will be eligible to participate in the health, dental, vision, life insurance, and disability plans in accordance with the plan documents, which may be amended from time to time. You will be eligible for benefits on the first day of employment with the Company. In addition, you are eligible to participate in the Company 401(k) Plan after 30 days of employment, in accordance with the applicable plan terms. The Company provides for 11 paid holidays and 12 weeks of Parental Leave. We also follow a “free time” PTO policy, allowing you the flexibility to take time needed for either sick time or vacation. Fractal provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

REGIONAL SALES MANAGER - Northeast Region AT3 Staffing is excited to partner with a well-established industry leading Tile and Stone Distributor in search for a Regional Sales Manager to join their team. The Regional Sales Manager is responsible for developing and driving the overall sales growth strategy by promoting account development across all brands. Responsibilities include owning revenue targets for the region, identifying and leveraging existing customer relationships to enhance the ability to deliver outstanding customer experience. The role will expand the organization's footprint via new and existing channels, building strong relationships with builders, fabricators, showrooms, designers and distributors to expand market share. The successful candidate will be a result-driven, innovative sales, marketing, and strategy leader capable of motivating and achieving continued growth. The preferred candidate will have strong strategic leadership capabilities and the ability to effectively articulate a vision for the future and a growth roadmap for the business. Responsibilities: In collaboration with company leadership, execute a segment strategy to drive sales growth for the entire portfolio of products across the assigned Region. Provide support for design center locations and act as a key resource for this essential growth account. Visit job sites to assess complaints, gather information, and communicate with upper management and clients to resolve issues. Develop new display strategies in each territory to facilitate market share growth. Provide organizational insights into market trends, competitor strategies, and industry developments to establish a customer-focused agenda. Drive sales performance and customer engagement across the company. Coordinate sales and marketing objectives with all functional departments, including purchasing, marketing, finance, and distribution. Meet company sales objectives by forecasting requirements, including preparing an annual budget, scheduling expenditures, analyzing variances, and initiating corrective actions. Develop and implement strategic segment strategies and sales plans in conjunction with marketing plans and forecasts to achieve annual objectives. Actively engage in the sales process by guiding the field team in identifying, developing, and targeting key customers and marketing accounts. Establish and maintain key customer relationships to support long-term business opportunities. Review and analyze sales performance against programs, quotes, and plans to measure effectiveness. Support the outside sales team by recruiting, selecting, training, assigning, scheduling, coaching, counseling, and managing employees in assigned territories. QUALIFICATIONS Basic Qualifications: Bachelor's degree in Business Administration, Marketing, or a related field. 10+ years of experience in a building trades leadership capacity. Proven history of success in sales management, with at least 7 years of experience in a leadership role. Strong leadership and team-building skills. Excellent communication, negotiation, and interpersonal skills. Proficiency in CRM software, sales analytics tools, and Microsoft Office Suite. Strong analytical and critical thinking skills. Willingness to travel 75% of the time. Preferred Qualifications: Master's degree in Business Administration. 3+ years of experience in the stone slab industry. Strategic thinker with the ability to develop and execute sales strategies that drive results. Bilingual (English/Spanish). BENEFITS Medical Dental Vision Employer-Paid Basic Employee Life and AD&D Insurance Employer-Paid Long-Term Disability Flexible Spending Accounts Voluntary Short-Term Disability Voluntary Life and AD&D Insurance Voluntary Accident Insurance Voluntary Critical Illness Insurance WORK LOCATION This position requires approximately 80% travel across multiple states. Additional details will be provided during the interview process. POSITION TYPE & EXPECTED HOURS OF WORK This is a full-time position that may require overtime based on business needs. OTHER DUTIES Please note: This job description is not designed to cover or contain a comprehensive listing of all activities, duties, or responsibilities required for this role. Responsibilities and tasks may change at any time, with or without notice.

K&M Associates, L.P., founded in 1959 is a top leader in the fashion accessories industry. Known for its expertise in transforming need-based items into impulse purchases, K&M excels in product innovation to consistently offer customers exciting new trends. With in-house design and logistical operations, the company ensures high-quality products and customer satisfaction. K&M's collaborations with world-class retailers demonstrate its leadership in design, manufacturing, sourcing, packaging, and distribution of fashion accessories. The company is fueled by a dedicated team and a culture of innovation, driving its success in the industry. Role Description The Account Manager will manage relationships with key retail partners, focusing on customer satisfaction and business growth. Responsibilities include building and nurturing client relationships, identifying opportunities for sales expansion, developing strategic account plans, and ensuring successful product delivery in partnership with the logistics team. This is a full-time on-site position located in Providence, RI, requiring daily coordination with cross-functional teams to meet client needs and achieve business objectives. The ideal candidate will be able to travel domestically quarterly for Market weeks and to account presentation meetings. Past or current experience with Off-Price retailers is a plus! Keys to Success Account management, customer relationship management, and client service skills Sales strategy, business development, and negotiation expertise Strong communication, presentation, and interpersonal abilities Experience with data analysis, reporting, and trend identification Proficiency in relevant software and CRM tools Exceptional organizational and time management skills Experience in the fashion or retail industry is a plus Experience in Off Price Retailers is a plus Bachelor's degree in Business Administration, Marketing, or a related field preferred or a combination of work experience and education Microsoft platform, SAP, JDE

About Long's Jewelers For more than a century, Long's Jewelers has been New England's premier destination for fine jewelry, luxury watches, and exceptional client experiences. Family-owned and operated with seven locations across Massachusetts and New Hampshire, Long's is proud to partner with the world's most prestigious brands, including Patek Philippe and Rolex. With a reputation built on trust, integrity, and lasting relationships, Long's offers a truly unique opportunity to be part of a legacy brand. The Opportunity Long's Jewelers is seeking a Sales Manager to lead the flagship Patek Philippe boutique on Newbury Street in Boston. This is a rare opportunity to represent one of the world's most exclusive watchmakers, guiding clients through an experience that is as much about heritage and artistry as it is about ownership. The Sales Manager will be entrusted with fostering meaningful client relationships, mentoring a talented team, and serving as a key ambassador for both Long's and Patek Philippe. Key Responsibilities Represent Patek Philippe with professionalism, discretion, and integrity. Build lasting relationships with high-net-worth clients, offering an exceptional and personalized experience. Lead, coach, and inspire the boutique sales team, cultivating a collaborative and high-performance culture. Partner with leadership to drive strategy, elevate client experiences, and grow the boutique's impact. Serve as a trusted liaison with Patek Philippe leadership in the U.S. and Geneva, bringing insights and training back to the team. Qualifications 5+ years of experience in luxury watches or fine jewelry; high-complication expertise strongly preferred. A proven track record of building and sustaining long-term client relationships. Experience leading and developing high-performing sales teams in a luxury retail environment. Strong organizational, analytical, and communication skills. A passion for horology and an eagerness to represent one of the most respected names in the industry.

MANAGER, CLIENT ACCOUNTING (HYBRID - Boston, San Francisco or Washington, DC) If you are an experienced client accounting professional looking for an opportunity to showcase/display your timekeeper and billing management skills, then we would like to meet with you! The Manager, Client Accounting manages the firm's master files including case and timekeeper intake, timekeeper promotions and annual rate increases, special fee and discount programs and reporting related to these responsibilities. This role also leads the Client Accounting team, drives process efficiency, and ensures compliance with client-specific billing terms. At Cornerstone Research, you will be part of a thriving, 1,000-strong team that spans nine offices, comprises more than 55 nationalities, and leads the industry in its commitment to develop team members across all levels. Inc. Magazine has recognized Cornerstone Research three times as a Best Workplace for its outstanding employee engagement, collaborative culture, and professional growth opportunities. You'll Love It Here If You: Embrace learning and continuous improvement Set and strive for a high bar of excellence Believe that teamwork leads to success: ask us what it means to be #onefirmfirm! Take pride in always doing your best work, even if it's harder or takes longer Are passionate about what you do How You'll Help Our Team Succeed: Hires, manages, coordinates workflow, oversees training and professionally develops the Client Accounting team. Manages the intake of new clients and client matters in partnership with the Client Accounting Coordinators. Creates special case setups of new engagement terms in partnership with Billing management. Oversees quality control of billable, nonbillable, accountable matters and their time records. Manages the Timekeeper rate setups for all standard and nonstandard rate levels. Manages our fee and discount agreements with clients. Reviews, interprets and clarifies new agreements and implements with client intake. Maintains a summary of the discount and rate agreement's terms in the financial system. Tracks volumes of tiered discounting agreements on a monthly basis and reports discount percentage levels to client intake and billers. Manages the firm's update of bill rates including coordination with the firm's Fee agreement negotiators, preparing related analyses and updating and assigning rate levels for custom fee agreements. Ensures complete setup of case and client billing requirements within the related financial systems. This includes creating data quality checks for vital data required for proper billing or reporting of casework,including ensuring tax and currency compliance for our European offices. Manages requests for client accounting related analysis and reporting. Accurately documents all related procedures. Manages process improvement and best practices reviews with a goal to reduce manual work and continually improve the department's service. What You'll Need to Be Successful: Strategic 8+ of relevant work experience required, in a professional services environment preferred. Experience with service provider billing. Ability to translate complex billing and ebilling requirements for non-finance audiences. Excellent problem solving, critical thinking and negotiation skills. Strong knowledge of MS Office and advanced Excel skills required. Experience managing projects from inception to completion. Experience leading or mentoring team members. Experience with Aderant strongly preferred. Bachelor's degree in Business Administration or related field required. Further education may be considered instead of some of the required experience. Cornerstone Research is offering a competitive market base salary for this position. The base salary range represents the low and high end of the salary range for this position in all eligible locations. This range may differ based on your geographic location and cost of living considerations. At Cornerstone Research, we believe compensation is more than just a base salary. We offer a competitive total compensation package that includes an annual performance bonus and comprehensive benefits such as flexible options for healthcare, paid time off, and retirement savings. Relocation assistance is not offered for this position. Boston: $108,900 - $151,500 San Francisco: $118,800 - $165,200 Washington, DC: $107,000 - $148,800 Who We Are: Cornerstone Research provides economic and financial analysis and expert testimony in all phases of commercial litigation and regulatory proceedings. We work with a broad network of testifying experts, including leaders from academia and industry, who are recognized for their depth of knowledge, accomplishments, and research. Our staff consultants contribute expertise in economics, finance, accounting, and marketing, as well as business acumen, familiarity with the litigation process, and a commitment to produce outstanding results. We're looking for passionate individuals who share our firm's core values and can bring varied perspectives and experiences to our team. The firm's uniquely collegial, supportive atmosphere makes Cornerstone Research a great place to work. We invest in our people in a host of ways, from providing meaningful learning and development opportunities to organizing memorable social events. To many, our culture and our people are the most exciting, enriching aspects of a Cornerstone Research career. Equal Employment Opportunity: Cornerstone Research provides Equal Employment Opportunities to all employees and applicants for employment without regard to legally protected categories, such as age, sex, gender, gender identity, race, color, creed/religious belief, medical condition, predisposing genetic characteristics or genetic information or testing, disability, marital status, pregnancy status, military status, veteran status, arrest or conviction record (except where permitted by law), sexual orientation, ethnic background, citizen status, ancestry, national origin, or any other consideration protected by federal, state or local law.

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 IV BBH Capital Partners is the trusted and preferred advisor for private businesses, their owners, and wealthy families. BBH Capital Partners' mission is to protect and grow our clients' capital over meaningful periods of time, focusing on scalable investment strategies that lead to differentiated results. Brown Brothers Harriman is currently recruiting for a Relationship Manager IV to join our Capital Partners, multi-family office (MFO) team in Boston. In this role you will oversee and serve as the point person for ultra-high net-worth clients while managing a broader support team of Relationships Associates and Client Associates. BBH Capital Partners provides integrated comprehensive solutions to help our clients achieve their definition of success. You will have the opportunity to engage with clients across all our areas of competency including private equity, commercial lending, and family business/corporate advisory. If you are experienced in closing your own business, able to handle complex accounts and demonstrate confidence to stand in for other RMs when needed, and partner well with colleagues (Team Leader, other RMs, Relationship Associates and Wealth Planners) this opportunity is right for you! Some of your key responsibilities include: Relationship Management and Business Development Focus a significant amount of time on business development. Manage complex accounts / client relationships; work with clients to identify strategic investment objectives and needs - integrating Wealth Planning, as appropriate. Ensure all clients are highly satisfied with the service they are receiving as demonstrated by continuing to maintain their assets at BBH, referring their friends and family to the firm and identifying other opportunities within Capital Partners (outside of Investment Advisory). Develop and implement long term new business strategy in coordination with other Relationship Managers. Investment Execution Demonstrate deep knowledge of investment offerings and ensure alignment of investments with individual client needs. Utilize BBH guidelines and policy to assist with development of client specific plans (e.g., asset allocation). Provide oversight when / where others are involved in modeling investments for clients. Prepare for account reviews, 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 demonstrate 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. Elevate high level risk issues and oversee Relationship Associate and Administrative Assistant's efforts relating to the completion of client requests on behalf of the client base. Business and Professional Leadership Demonstrate external “draw” because of personal and professional networks resulting in the ability to source and close business. Coach, train and mentor RAs and Sr. RAs and provide input on their career development; contribute to developing less experienced RM's. Be perceived by client as a BBH executive and the senior RM on the team. Qualifications: BA / BS required 10+ years relevant portfolio management experience involving equities, bonds, or both Excellent client services skills Superior oral/written communication, analytical and thought leadership skills Knowledge of asset allocation, trust, and fiduciary principles Familiarity and comfort engaging with private business owners Strong team player Strong work ethic CFA, CFP, and/or MBA a plus Salary Range $170,000 - $230,000 base salary + annual target bonus BBH's compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being. 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.

PURPOSE: Relationship Managers are responsible for pre-sale support, implementation of new accounts, renewal of existing accounts, and all post-sale account interaction. RESPONSIBILITIES Implements new accounts by coordinating with internal departments and external vendors, as well as clients and members Renews existing accounts by either obtaining carrier quotes or presenting alternatives and helping clients reach decisions necessary to implement their new program Manages all day-to-day aspects of existing accounts, including escalated customer service issues, special reporting, and liaison for new legislation Works with management in developing and implementing new policy and procedures Assist with the development and implementation of new policy and procedures necessary to efficiently coordinate with carrier regulations and internal, as well as, external departments. QUALIFICATIONS: Attention to detail Superb communication skills, both oral and written Communicate well at all levels of an organization Creative problem-solving abilities Analytical Capabilities Ability to manage several projects concurrently Intermediate Microsoft Office skills, including PowerPoint and Excel Proven experience in presentation skills EDUCATION and EXPERIENCE: BA/BS, required, offsetting combination of education and experience will be considered 3-5 years of experience in Sales or Account Management Experience in insurance, financial services, or comparable industry, preferred

Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With ten offices located throughout the United States, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities. Position Summary: This is an incredible opportunity for a bright, energetic, and dynamic individual with a strong analytical capability coupled with superior communication, sales and relationship building skills. In this role, the Client Relationship Analyst is expected to develop into a market facing Client Relationship Manager responsible for sourcing and placing new opportunities following an intermediate training development period. This role begins by learning the in-depth processes, tools and structures we use to design client insurance portfolios and requires a strong aptitude in financial math and financial modeling. The individual in this role will need to show a strong mastery of product knowledge, fundamental income and estate tax planning knowledge, and case design within their first 12 -18 months. Heavy use of Power Point, Excel, financial modeling and preparing client presentations will be required to support our Client Relationship Managers. Combing the skills of sales/relationship building and technical skills will advance you onto a path of a client facing role where you will be able to learn the fundamentals and complexities of our business, and eventually grow into sourcing and managing your own relationships with some of the most influential people in New England and beyond. Position Responsibilities: Analysis Gain knowledge of life insurance products and assist in the preparation of financial analytics and reporting for the firm's ultra-high net worth clients Run term, permanent, and private placement illustrations and work within the WKG Excel templates in support of other Designers on the team Assist with preparing meeting materials for client meetings and calls by accessing SharePoint for grab-n-go documents and coordinating with Designers for custom materials Monitor and review the Client Relationship Manager's calendars to note new appointments and identify needs for meeting materials Create periodic updates of key WKG spreadsheets and modify for bespoke client fact patterns Marketing / Sales Development Shadow a Senior Client Relationship Manager Observe calls with Clients and Centers of Influence Take notes from client meetings and circulate to the appropriate parties Opportunity to attend certain industry networking and informational events Learn the fundamentals of prospecting, applying these strategies to building one's own book of business Ideal Candidate will Possess the Following: Bachelor's degree from a top tier school with a graduation date of May 2024 or May 2025 Demonstrated salesmanship; ability to be persuasive, professional and tactful in both written and verbal communication Strong technical and analytical orientation; ability to create financial models in Excel Desire to want to grow into a sales professional Detail oriented with a strong ability to organize and prioritize in a fast-paced environment Possesses the presentation and gravitas needed to interact with ultra-high net worth individuals and Centers of Influence Proficiency in Microsoft Office Proactive and takes initiative with strong follow through Effective business writing skills Excellent presentation skills Positive, can-do attitude Working Conditions/Demands/Complexity: Required to work on a computer for a substantial part of the day Frequent work in the evenings and occasionally weekends, as needed to meet deadlines A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment Compensation / Benefits: Attractive annual compensation package is commensurate with experience Eligible for annual profit sharing bonus Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.

This position is with TIAA Kaspick, the leading provider of gift planning and investment services for charities in the country. The Relationship Manager II advises existing client on a wide variety of gift planning, gift investment, and program management issues. This job is responsible for the delivery of high quality, comprehensive services to an assigned book of clients. As a subject matter expert in relationship management, this job interacts frequently with senior staff in the development, Treasurer's, and investment offices of nonprofit institutions along with members of their boards. **Key Responsibilities and Duties** + Develops plans to increase client engagement, provide early warning of possible client dissatisfaction, and marshall resources necessary to solve client problems. + Creates and presents high quality client educational content via whitepapers, newsletter articles, and in-person and virtual event session. + Collaborates extensively and provides leadership to internal functional team members providing service to assigned client relationships. + Guides internal team of client facing and functional personnel to capably serve assigned book of clients including quick and effective problem resolution. + Ensures the delivery of high quality charitable gift plan consulting services to clients. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 5+ Years Required; 7+ Years Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 8IC Related Skills Accountability, Analytical Skills, Client Service, Collaboration, Communication, Consultative Communication, Customer Engagement, Planned Giving, Relationship Management, Trusts **Anticipated Posting End Date:** 2025-12-31 Base Pay Range: $126,000/yr - $176,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)

Publicis Sapient is a digital transformation partner helping established organizations get to their future, digitally-enabled state, both in the way they work and the way they serve their customers. We help unlock value through a start-up mindset and modern methods, fusing strategy, consulting and customer experience with agile engineering and problem-solving creativity. United by our core values and our purpose of helping people thrive in the brave pursuit of next, our 20,000+ people in 53 offices around the world combine experience across technology, data sciences, consulting and customer obsession to accelerate our clients' businesses through designing the products and services their customers truly value. Overview Client Partner - Health Vertical (Pharma) Location: East Coast Preferably At Publicis Sapient, we help organizations in the healthcare space tackle some of the most urgent challenges of our time-from advancing patient outcomes to building smarter, more connected digital experiences. We're not just another consultancy-we're digital business transformation specialists blending our SPEED methodology with our passion for impact and patient outcomes. Why This Role Matters This role is at the heart of transforming the healthcare industry. You'll build trusted partnerships with senior leaders at some of the world's leading Pharma companies, helping them navigate complexity, accelerate innovation, and improve patient outcomes. As a strategic advisor and problem solver, you'll lead high-impact engagements, collaborate with top-tier talent across Publicis Sapient, and shape the future of health. You'll join a team of passionate changemakers-curious, driven, and united by a desire to make a meaningful difference. We work hard, challenge each other, celebrate bold ideas, and have a lot of fun along the way. If you thrive in a fast-paced, purpose-led environment, this is the place to fuel innovation that matters. Responsibilities Your Impact * Be a Trusted Advisor: Act as the primary PS leader for 1-3 key healthcare clients, providing strategic stewardship to drive profitable year-over-year growth. * Drive Innovation: Collaborate with clients to identify transformative opportunities that positively impact their business, customers, and bottom line-unlocking new revenue streams and fueling satisfaction. * Shape the Future: Develop and execute a compelling 3-5-year vision and strategy for your accounts, fostering new buying centers and unlocking the full potential of PS' portfolio. * Build Executive Partnerships: Cultivate deep, trusted relationships with CXOs (beyond the CIO) by delivering thought leadership, creating marketing campaigns, and leveraging media and PR opportunities. * Lead with Purpose: Design innovative proposals and negotiate mutually beneficial agreements that position PS as a strategic partner, achieving shared success. * Deliver Results: Own monthly, quarterly, and annual booking targets, ensuring contracts align with financial goals while driving measurable outcomes for clients. Qualifications What You'll Bring * Collaborative Leadership: Advocate for your clients within PS, aligning cross-functional teams and leveraging the best of our practices, alliance partners, and capabilities to drive impactful solutions. * Visionary Thinking: Stay ahead of industry trends, providing clients with forward-looking insights and innovative ideas to stay competitive in a digital-first world. * Strategic Account Growth: Expand PS' footprint by cross-selling solutions, services, and capabilities across horizontals, ensuring seamless integration and value delivery. * Community Builder: Contribute to our global Client Partner and Growth communities by sharing strategies, best practices, and thought leadership that inspire excellence across the organization. * Domain Expertise: Proven experience within the healthcare vertical, specifically in Pharma environments, with a strong understanding of industry challenges and opportunities. Why Join Us? This role offers a unique opportunity to be part of a purpose-driven mission: transforming businesses and making a meaningful impact on the future of healthcare. At PS, you'll work alongside visionary leaders, cutting-edge technologists, and creative minds-all united by a shared commitment to delivering innovation, growth, and excellence. If you're ready to lead transformative partnerships, push the boundaries of what's possible, and help shape a more digital-enabled future for healthcare, we want to hear from you. Additional information Pay Range: $200,000 - $280,000 The range shown represents a grouping of relevant ranges currently in use at Publicis Sapient. Actual range for this position may differ, depending on location and specific skillset required for the work itself. As part of our dedication to an inclusive and diverse workforce, Publicis Sapient is committed to Equal Employment Opportunity without regard for race, color, national origin, ethnicity, gender, protected veteran status, disability, sexual orientation, gender identity, or religion. We are also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or accommodation due to a disability, you may contact us at ************************** or you may call us at ***************. All your information will be kept confidential according to EEO guidelines. #LI-Hybrid

CAREER OPPORTUNITY An exciting career opportunity is available at Santam for a Relationship Manager, based in Worcester, Western Cape. WHAT WILL YOU DO? The Relationship Manager will be responsible for the retention and profitable growth of allocated broker portfolios through developing and management of strong relationships with intermediaries and internal business partners. Promoting new and maintaining existing business by serving as a proactive relationship manager for assigned accounts. WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE? * Supporting Santam sales strategy & business plan in line with the regions Targets * Establish and manage strong relationships with brokers including business managers * Growth and profitability of allocated broker portfolio * Work with brokers in developing a business plan to grow business * Assist in identifying new potential brokers and opportunities for business growth * Awareness of competition and market information * Facilitate the sales process and ensure that brokers deal with correct channels * Facilitate sale of quotes * Monthly analysis of figures down to broker level * Report at Broker Services regional meetings * People management (service consultant) QUALIFICATIONS AND EXPERIENCE * Matric Qualification * Insurance related qualification NQF level 5 * FAIS Compliant * Regulatory exam compliance * At least 3 years personal lines and 5 years commercial experience in an Operational environment involving responsibility of a large portfolio of broker business * Good Operational experience regarding CPM commercial business * Sales experience in the short-term insurance sector * Experience in maintaining and growing a profitable portfolio of Commercial and personal insurance KNOWLEDGE AND SKILLS * Technical short-term insurance product knowledge * Technical underwriting knowledge * People management experience * Good communication skills (verbal and written) * Excellent inter-personal and problem-solving skills * In-depth knowledge of financial analysis processes and statistics * Business skills * Negotiation * Selling * Conflict management skills PERSONAL ATTRIBUTES * Deciding and initiating action * Client service orientation * Building networks and good relations * Influencing * Applying expertise and technology * Problem solving * Planning and organising * Supporting change * Performing under pressure * Ability to work independently * Enterprising and commercial thinking * Teamwork and supporting * Analysing * Business insight - Contributing through others * Interpersonal savvy - Contributing through others * Decision quality - Contributing through others * Plans and aligns - Contributing through others ABOUT THE COMPANY Santam is the market leader in the general insurance industry in Southern Africa. As a large, diversified, and expanding company, we are committed to transformation and growth. While our headquarters are in South Africa, we are rapidly extending our presence into emerging markets across Africa and Asia. With a client base of over 1 million policyholders, Santam serves individuals, commercial enterprises, specialist business owners, and institutions-including 80 of the Top 100 companies listed on the JSE. Our commitment to Insurance, Good and Proper goes beyond just providing cover-we offer peace of mind, ensuring our clients can focus on living in the moment, not worrying about the unexpected. Because at Santam, we believe the freedom to seize every day is worth protecting. People drive our business, and we are committed to attracting the best talent, whether for permanent roles or short-term opportunities. Santam is committed to diversity, inclusion, and belonging. As an equal opportunity employer, we encourage applications from candidates of all backgrounds, including persons with disabilities. We are dedicated to neuro-inclusivity and fostering a workplace where everyone can thrive. Take the next step in your career-apply now and be part of a company that's shaping the future of insurance. This is Freedom!

Who You'll Work With Slalom Greater New England is seeking a Client Partner to join the team to expand the Slalom brand within our Boston Financial Services / Capital Markets line of business. You will work closely with capability leaders and other markets to collectively establish Slalom as the "go-to" consulting partner for transformation projects across business and technology. The Client Partner will engage with colleagues throughout Slalom to introduce thought leadership, create winning proposals, and deliver superlative work, thereby growing Slalom's consulting footprint with existing customers and opening doors to new ones. This leader will also deliver solutions that enhance our transformation story and build on our strong foundation with our current strategic & emerging partners. What You'll Do * Provide oversight, direction setting and relationship development for a client account(s) within Financial Services in the New England area. * Build and Maintain trust-based Relationships - Drive new connections and deepen relationships within the market and the client accounts. * Industry Expertise - provide subject matter expertise to teams, clients and partners. Support development of our consultants with interest in focusing in Financial Services. * Building our Capability - Focused on increasing brand recognition by attending various industry or functional meetings, forums, publications, sponsor/speaker at industry events and/or client workshops etc. * Financial Management - overseeing the profit and loss of accounts in the Financial Services group, including the management of receivables. * Sales Pipeline Management - generating and leading new sales opportunities for Slalom and responding to client RFP responses and service requests. * Delivery and Quality Management - oversight of all work, deliverables being performed on accounts in the Financial Services group. Engaged on steering committees and with executives to drive expectation alignment across teams. Spending time with clients periodically conducting Customer Love conversations. * People and Talent Management - providing guidance, supervision and coaching to the team members assigned to accounts in the Financial Services client group. Ensuring Slalom teams serving clients are engaged and excited about the work they are doing. * Administration - ensuring the proper administrative controls are in place and adhered to on the account, including the management client charge codes, billing and internal administration. What You'll Bring * 10+ years of knowledge and experience in the Financials Services, Capital Markets and/or Asset and Wealth Management industries * 5-10 year's experience managing teams of 3+ resources through all lifecycles of a project * Excellent team builder and player, with a learner philosophy * Experience simultaneously managing multiple projects across multiple domains and/or clients * Experience developing and marketing thought leadership assets in the Financial Services industry * 5-10 year's experience building relationships with executives and C-Suite leaders in the Financial Services industry * Experienced in building relationships with CXOs and business decision-makers * Experienced and adept at aligning teams to work toward a common goal; consistently demonstrates strong leadership skills About Us Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and 500+ public sector organizations to improve operations, drive growth, and create value. At Slalom, we believe that together, we can move faster, dream bigger, and build better tomorrows for all. Compensation and Benefits Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance. Slalom is committed to fair and equitable compensation practices. For this position, the base salary pay range is $208k to $248k. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time. EEO and Accommodations Slalom is an equal opportunity employer and is committed to attracting, developing and retaining highly qualified talent who empower our innovative teams through unique perspectives and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team if you require accommodations during the interview process.

About Us Clasp is a venture-backed, mission-driven startup transforming access to education and career pathways. We are revolutionizing the way employers attract and retain critical talent, while simultaneously tackling the student debt crisis. (Yep, we think BIG.) Our innovative platform meaningfully connects employers, educational institutions, and diverse talent to drive mutual benefit-using accessible education financing as the thread. We like to think of ourselves as more than a fintech; we're a catalyst for economic mobility. A Forbes Fintech 50 company, portfolio company of SHRM (Society of Human Resource Management - the largest HR organization out there!) and recipient of “43 Start Ups to Bet Your Career On in 2025” by Business Insider, Clasp is driven by our commitment to social impact and innovation. We are reshaping the future of the workforce one opportunity at a time. Join us on our journey to give power to learners and unlock fulfilling careers that drive positive change in their communities and beyond. The Partner Relationships Manager will have ownership of a portfolio of employer partners. They will play a pivotal role in aligning our sales, Implementation, Product, and Marketing teams to deliver streamlined onboarding, realize early wins, and sustain partner loyalty. They will form deep relationships with stakeholders, understand their needs and goals, proactively manage risks, and seek opportunities for value expansion. Finally, they will collaborate in the advancement of the Partner Success function's priorities and shape broader business objectives and decision-making as the voice of the partner. If you're excited about using education and technology to solve systemic problems in workforce development-and want to grow with a high-impact, high-growth team-we'd love to hear from you.What You'll Do: Facilitate Partner Onboarding: Pair with sales and implementation teams to streamline partner launches, ensuring clarity and alignment from pre-sale to ongoing support Monitor and Optimize Performance: Analyze partner metrics and feedback to identify trends, drive engagement, and inform strategic adjustments for long-term success; balance strategic planning with effective handling of day-to-day partner requests and needs Act as a Trusted Advisor: Serve as a subject matter expert, offering training and insights to maximize the value partners derive from Clasp's services Drive Partner Engagement: Conduct high-impact business reviews and regular touch points to enhance partner satisfaction and expand Clasp's value Champion Cross-Functional Collaboration: Work with Product, Marketing, and other teams to represent partner needs, influence product feature prioritization, and synchronize partner initiatives with company priorities What You'll Need: Experience in account management, customer success, management consulting, or other client/customer-facing role Proven problem-solving and analytical skills to identify partner challenges and risks and design effective solutions Relationship-building and communication skills with the ability to foster trust, understanding, and alignment across diverse audiences Excellent communication skills and the ability to think strategically while executing tactically, balancing long-term goals with immediate partner and business needs Collaborative mindset with experience working across multiple departments to build cohesive strategies and implement cross-functional initiatives Adaptability and resilience to navigate the fast-paced, evolving landscape of a high-growth company Nice to Have: Familiarity with education benefits, workforce development, or upskilling programs Experience working with human resources and/or talent acquisition stakeholders Understanding of healthcare industry What We Offer: Competitive cash and equity compensation Health benefits (health, dental, & vision) 401k Match Commuter benefits Flexible PTO policy Opportunities to grow and perform in a fast-paced environment alongside a stellar team. We are committed to creating a diverse and inclusive workplace where all employees feel valued, respected, and empowered to contribute their unique perspectives and talents. Clasp is an equal opportunity employer and prohibits discrimination and harassment of any kind. We embrace diversity and are dedicated to providing equal employment opportunities to all individuals regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law.

**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 **Additional Job Description:** + This position will focus on lending and leasing through direct relationships. Posting End Date: 12/10/25 **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.

Who We Are: FSSI has been a trusted leader in document outsourcing and communication solutions for over 45 years. We serve a wide range of Fortune 500 companies in the financial, banking, insurance and billing industries across the U.S. We're looking for a Relationship Manager to join our Business Development team in the East Coast, US. In this role, you'll strengthen client partnerships, drive revenue growth, and help expand our footprint across key markets. If you're energized by cultivating long-term client relationships, motivated by uncovering growth opportunities, and have experience working with Credit Union clients-we'd love to hear from you. Why You'll Love This Role: You'll drive impact by managing key client relationships and identifying ways to grow our partnerships through meaningful, strategic conversations. You'll own your portfolio-working closely with the Chief Revenue Officer, you'll be empowered to lead client retention, expansion, and development efforts. Your insights matter-you'll help shape how we grow, bringing real-time market feedback and your ideas to the table. Hybrid schedule available, giving you a balance of collaboration and autonomy. Will work onsite at least 3 days a week during an initial training period of no less than 90 days. Your Essential Duties: Act as a strategic partner to a portfolio of clients, ensuring exceptional service, retention, and profitable growth. Increase revenue by seeking out new business opportunities with current and prospective clients. Build and maintain a robust pipeline of Credit Union and related industry prospects through outreach, networking, and referrals. Develop and present pricing proposals and RFP responses tailored to each client's needs. Represent FSSI at trade shows and industry events, especially those tied to the Credit Union space. Collaborate with internal teams-Client Services, Marketing, Technical, and Leadership-to deliver seamless onboarding and support for new work. Maintain all contact activity in our CRM system and contribute to monthly reporting and forecasting. Travel to meet with clients and prospects as needed, with regular portfolio reviews and annual account planning. Attend client conferences and FSSI meetings on a monthly, quarterly and annual basis. Serve as an escalation point for resolving client concerns and championing improvements. Requirements What You Bring: Bachelor's degree in Business, Communications, or a related field. 5+ years of experience in business development or sales. We are specifically seeking candidates who have worked with Credit Union clients or have direct experience in the Credit Union industry. A proven track record of hitting targets and closing deals. A self-starter mindset with the ability to work independently and make informed decisions that reflect your experience and responsibilities. Strong communication and presentation skills, with a focus on building trust and long-term relationships. The ability to prioritize, manage time effectively, and stay organized in a fast-paced environment. Proficiency in Word, Excel, PowerPoint, and CRM tools. Knowledge of social media platforms such as LinkedIn, Twitter, Facebook, Google+ and other relevant platforms. A knack for learning and articulating technical concepts to non-technical audiences. The description above is a summary of the highlights of the role, a full job description will be provided. Benefits Why Join Us? Employee Ownership through our Employee Stock Ownership Plan (ESOP): When you join our team, you're not just an employee-you become an employee-owner, sharing in the success of our company and shaping its future. Culture of CARE for our Employees: We go beyond traditional health and wellness programs, offering in person and virtual Care Partners whose only mission is the health and happiness of our employees and their families. Industry Leadership: FSSI is a technology-driven leader in document services, focused on providing best-in-class services and dedicated to utilizing industry-leading software and equipment. Benefits include: 401(k) & Roth + Employee Stock Ownership Plan Medical, Dental, Vision & Life Insurance Vacation, sick leave and paid holidays - including your birthday! Employee Assistance & Care Programs Additional perks & employee award programs Ready to grow with us? Apply today! FSSI Careers Page

United States The Vendor Relationship Manager will be accountable for performing those tasks which are required to enable and sustain our service vendors, contractors and partners. Those tasks include but are not limited to assisting in establishing and setting up these relationships, addressing issues and support requirements as they occur, providing both regularly scheduled and on-demand reporting and assisting in the creation and analysis of associated financials. This individual will monitor and analyze our vendors and programs to mitigate risk and ensure timely escalations. Regular reporting requirements will include monthly KPI's and enablers such as invoicing as well as the material required to support quarterly business reviews. The Vendor Relationship Manager will recommend and participate in the development of new methods and processes which are aimed at advancing the quality and value which our vendors deliver. This individual participates in the development and documentation of methods, techniques and standard operating practices for projects, programs, and people. The Vendor Relationship Manager supports and enables the Director of Service Excellence while also working with other functional areas such as Finance, Training, Tooling and Calibrations, Operations, Service Enablement and IT. **Essential Duties and Responsibilities:** + Provide business operations support on the systems, financial, administrative, or contractual aspects of the Service department and the contractors and partners that enable it + Perform financial and administrative activities including reporting, reviewing, estimating, approving invoices, analysis and forecasting for assigned tasks or projects. + Prepares, submits, and may explain periodic reports on areas of responsibility (such as detailed cost analysis, plans, and project results). + Evaluate current business processes and recommend corrective action plans for improvements. + Identify and implement continuous improvement initiatives to increase business efficiency. + Track, measure, and escalate performance issues and participate in the creation and implementation of countermeasures to reduce risks. + Provide input to training programs based on ongoing experience, process metrics and feedback from process users. + Analyzes financials, demand and usage information for vendors, contractors and partners of Service and provides input and recommendations on corrective and enhancement opportunities + May be responsible for leading cost reduction and/or special projects. + Ensure compliance with operational policies and standards. + Other duties as assigned by manager. **Qualifications:** **Education** + Preferred Minimum Non-Technical Degree: BA/BS Degree **Experience** + 3 to 5 years' experience in supporting an operations and/or service function in a for-profit business. + Experience developing reporting, KPIs and other metrics to evaluate effectiveness. + Experience in a regulated business environment is a plus + Experienced with Lean Six Sigma, ISO and FDA quality systems is a plus. **Skills** + Excellent task/project management skills with demonstrated ability to collaborate and escalate when necessary. + Excellent communication and interpersonal skills with the ability to influence others. + Extreme attention to detail and quality to drive accurate business decisions + High level skills with software such as Excel, business intelligence and data visualization platforms and the Microsoft Business Suite + Familiarity with business systems such as Oracle and Salesforce are a plus The annualized base salary range for this role is $87,600 to $136,900 and is bonus eligible. Final compensation packages will ultimately depend on factors including relevant experience, skillset, knowledge, geography, education, business needs, and market demand. **Why Hologic?** We are committed to making Hologic the company where top talent comes to grow. For you to succeed, we want to enable you with the tools and knowledge required and so we provide comprehensive training when you join as well as continued development and training throughout your career. If you have the right skills and experience,apply today! **Agency and Third Party Recruiter Notice:** Agencies that submit a resume to Hologic must have a current executed Hologic Agency Agreement executed by a member of the Human Resource Department. In addition Agencies may only submit candidates to positions for which they have been invited to do so by a Hologic Recruiter. All resumes must be sent to the Hologic Recruiter under these terms or they will not be considered. Hologic, Inc. is proud to be an Equal Opportunity Employer inclusive of disability and veterans.

Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. Job responsibilities Develop new and manage existing client relationships, providing exceptional service that exceeds expectations Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads Develop strong internal partnerships across all lines of business in order to best meet client's specific needs Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities, and skills A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence Proven trusted relationship builder with a track record of delivering an exceptional client experience Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients Demonstrated understanding of investments, wealth planning, credit and banking concepts Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date Preferred qualifications, capabilities, and skills A bachelor's degree Experience cultivating relationships through delivering Home or Business lending needs FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This role is located in Boston, MA and will report in the office. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

The Relationship Manager (RM) II is comfortable making solo sales calls and negotiating / outlining terms with clients. RM II is largely self sufficient with ability to handle multiple transactions simultaneously. Should work with Portfolio Manager (PM) (guiding as appropriate) to ensure solid portfolio management. RM II is capable of underwriting moderately complex transactions. Primary responsibilities include portfolio management, business generation to achieve sales goals, develop and expand an internal and external network New Business Development & Related Responsibilities Business Development Achieve sales goals and objectives Active role with industry organizations Attend events to generate business and network Active prospect list Work with Team Leader/Goup Head to plan sales calls Conscious of role as a Bank representative Looks for cross sell opportunities Underwriting and Due Diligence Confident to underwrite moderate complexity transactions Solid understanding of risk appetite Largely self sufficient in terms of underwrittng, and has good research skills Comprehensive understanding of policies and risk acceptance criteria (RAC's) Knows which deals to pass on and can prioritize opportunities Good market knowledge and strong research skills Credit Interactions Present transactions to pre-deal and credit committee Confidently present transactions, focusing on key risk issues Engage with Appraisal and Environmental Department, and raise discussion points as necessary, whether querying valuation calculations or Enviro issues Engage with internal risk review, as necessary Legal / Loan Closings Appropriately negotiate issues in documentation Aware of areas that can be negotiated or not Seek advice and approval for more complex requests within loan docs Engage with Commercial Banking Administrators (CBA's) to close loan in an efficient manner Portfolio Management & Related Responsibilities Portfolio Management Maintain awareness of existing credits, including regular risk rating review as circumstances change, and planning extensions in advance of loan expiries as necessary Ensure that required reporting is requested (by PM's if applicable), and that covenants tested and annual reviews completed in a timely manner Maintain frequent client contact to ensure all needs are being met Manage/monitor and late payments/delinquencies Work in conjunction with the Construction Management Group (CMG) on active construction loans Review appraisals and Field Exams and surface issues or notable items to TL and GH as necessary Other Training Responsibilities May be required to assist new joiners (typically PM) in learning to use nCino and other internal software etc Expected to assist PM's and provide informal mentoring Policy and Procedures Strong Knowledge of credit policy and risk parameters: Suggests enhancements and edits to policy as market understanding grows Technology Strong user of Microsoft products (Word/Excel etc) Technically proficient with nCino and using nCino covenant and tracking reports for portfolio management Will use resources to conduct independent research as applicable. Special Projects Will assist on an ad hoc basis with limited scope administrative type projects REQUIREMENTS: Education and Experience Bachelor's degree or equivalent experience required Proven underwriting abilities, including 5 + years experience as a Commercial Lender Formal Bank credit training preferred Skills/Knowledge Incumbent should be able to excel with integrity in an entrepreneurial, team-oriented environment Well versed in Micorsoft Office: Excel and Word nCino/Salesforce experience

The Relationship Manager (RM) role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests as a member of the wealth advisory team. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The RM ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision. Primary Responsibilities: Support the wealth advisory team in the management of existing client relationships. Knowledgeable of internal solutions for client base, including other service lines within Cerity Partners. Assist advisory team with onboarding of new clients: customize our standard contract with new client information, obtain all appropriate forms from custodian, and work with each new client to ensure accurate completion. Coordinate submission with the custodian for processing. Responsible for cash transfers, wires, data maintenance, reporting and trading as needed. Must have comprehensive knowledge of investment accounts, products, and the forms required to transact business. Drive proactive process improvements for advisor and other team members. Proactively interact with clients and assist in creating an outstanding client experience. Present portions of client meetings and communicate with clients independently. Perform research on stocks, bonds, and other securities, utilizing various investment software including Bloomberg, YCharts, HiddenLevers, etc. Assist with the timely completion and submission of all client related transaction requests. Conduct independent research and build financial plans for prospective clients. Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney). Involvement in company committees and/or firm-wide initiatives. Serve as back-up equity and fixed income trader when required, and provide trading team with support on a regular and ongoing basis. Required Qualifications: Bachelor's degree 2+ years experience in the financial industry, including wealth management, financial planning or estate planning. Preferred Qualifications: Series 65 Completion of CFP or CFA designation- CPA, JD, CHFC, or another approved advanced designation/degree Skills and Competencies: Ability to learn and adapt to ever-changing technology and systems environment. Proficient in developing wealth planning and investment recommendations and able to present to clients when applicable. Proficiency in all RM functions, plus: Ability to talk to clients independently. Ability to develop wealth planning and investment recommendations and present to clients when applicable. Demonstrate strong and effective leadership skills through clear communication and collaboration with others. Strong interpersonal and networking skills with both external clients and internal collaboration. Working knowledge of e-Money, Salesforce a strong plus. Ability to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial concepts to provide solutions. Strong attention to detail, exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Must accept and thrive in a fast-paced, changing environment. Tenacious about doing what is right for the client - always. Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Compensation: $85,000-$100,000 Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: Health, dental, and vision insurance - day 1! 401(k) savings and investment plan options with 4% match Flexible PTO policy Parental Leave Financial assistance for advanced education and professional designations Opportunity to give back time to local communities Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to **************************. Applicants must be authorized to work for any employer in the U.S.