Relationship manager jobs in Washington, DC

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Client Relationship Manager, (CRM), you play an essential and impactful leadership role that informs the daily operational success of the local branch. You are the first point of contact at the branch and will work cross-functionally with other branch team members and partners across the firm to deliver exceptional experiences for our clients. You will assist the Branch Manager and sales/support staff with meeting our clients' needs, resolving customer escalations, helping to deepen both internal and external client relationships, and acting as the Branch Manager in their absence. Your responsibilities also will include coordinating and maintaining the branch paperwork and operations flow, as well as implementing, training, and supporting new processes adopted by the firm. This is a role where you can bring your passion for mentorship and developing client service professionals to a firm that will value your contributions and champion your growth. What you have Required qualifications Bachelor's degree or equivalent work-related experience Active and valid FINRA Series 7, 9/10 and 63 licenses 3+ years' experience with customer service 3-5 years in a security/financial services capacity Preferred qualifications Notary 2+ years' experience in a management/supervisory capacity Outstanding written and oral communication skills Previous experience in a direct client-facing role Strong financial acumen, especially regarding brokerage regulations and rules that govern client accounts Demonstrated experience handling client concerns and issues with tact and diplomacy Ability to work independently and effectively as part of a team, while prioritizing multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Founded in Boston, Massachusetts in 2007, Liberty offers expertise in a broad array of construction and equipment services nationwide including general requirements, equipment, supply, concrete, special projects, and site access solutions. Our experience, combined with our innovative approach and stellar customer service, ensures a seamless experience -with safety and reliability at the forefront. We've built strong relationships with key contractors and clients in every sector, including commercial, residential, healthcare, and higher education. Overview: Responsible for a broad spectrum of duties, covering all aspects of the Mission Critical business unit, including, client relationships, financial management, project oversight, estimating, sales, project planning, cost management, cost estimating, forecasting, time/labor management, quality management, contract administration, and safety management. The Regional Manager is responsible for ensuring that all aspects of the business unit are continuingly monitored kept in line with the business planning process. Manages overall project planning, scheduling, resource allocation, project specific estimating, submittal/RFI procurement, document control, constructability resolutions, aspects of project accounting, project specific purchasing and safety, while providing technical direction and ensuring compliance with quality standards. Duties & Responsibilities: Leadership & Management Lead and mentor a team of project managers, estimators, and support staff. Foster a collaborative, high-performance culture within the Mission Critical business unit. Strategic Planning Develop and implement strategic plans to achieve business goals and expand market presence with Suffolk and external clients. Analyze market trends to identify opportunities for growth and service diversification. Build and execute annual business plans aligned with strategic objectives. Project Oversight Oversee planning, execution, and closeout of General Requirements, All Access, and Special Projects, ensuring adherence to budgets, schedules, and scope execution. Conduct regular site visits to monitor progress and address issues proactively. Coordinate with vendors, subcontractors, labor teams, and material providers. Client Relationship Management Serve as the primary point of contact for all client deliverables and emerging opportunities. Build and maintain strong relationships with clients, subcontractors, and suppliers. Identify and pursue new business opportunities through networking and negotiations. Financial Management Prepare and manage project budgets alongside project teams. Analyze financial performance and implement improvements to enhance profitability. Oversee the Mission Critical WIP, P&L, and annual business plan. Safety Ensure compliance with all industry regulations, safety standards, and company policies. Champion a culture of safety and risk management across all operations. Estimating & Sales Ensure timely and accurate estimate preparation. Partner with client preconstruction teams to maximize opportunities. Travel Requirements Willingness to travel to ensure projects are operating smoothly and effectively. Qualifications: Bachelor's degree in Engineering, Construction Management, or a related field. Strong concrete construction knowledge and analytical skills preferred. Ability to read and interpret project plans and specifications. Robust experience in project planning, forecasting, and cost estimating. Proficiency with Microsoft Office, digital takeoff software, Bluebeam, On-Screen Takeoff, AutoCAD, Microsoft Project, and Timberline. Strong understanding of the critical importance of project safety. Excellent communication, organizational, and time-management skills. Ability to effectively plan, organize, schedule, and make sound decisions based on evolving information. Ability to work and contribute in a professional, team-oriented environment. Willingness and ability to wear multiple hats (PM, APM, Assistant Estimator, Assistant BIM, etc.). Ability to travel to other regions as needed. Working Conditions: Construction jobsite and warehouse conditions, which include exposure to high temperatures; cool/cold temperatures; weather conditions, and loud noises. Some general office and construction trailer working conditions. Job site walking. EEO Statement: Liberty provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, pregnancy or maternity, national origin, citizenship, genetic information, disability, protected veteran, gender identity, age or any other status protected by law. This policy applies to recruiting, hiring, transfers, promotions, terminations, compensation, benefits, and all other terms and conditions of employment. Liberty will not tolerate any unlawful discrimination toward, or harassment of, applicants or employees by anyone at Liberty , or anyone working on behalf of Liberty.

Key member of the sales leadership team, Regional In-Home Sales Manager is the general manager of the in-home business unit servicing markets without Blinds To Go showrooms (BTG Partners Program). Directly managing and working closely with shop-at-home outside contractors, installers and collaborating with other senior managers, he/she will develop and implement systems and processes that support rapid growth of this business. He/she must be a good recruiter and manager of outside sales people and have excellent communication skills. Key Responsibilities Recruit, manage and drive growth of shop-at-home (SAH) business in markets without BTG showrooms (BTG Partners) Actively recruit and on-board outside contractors with experience in window treatments Work with merchandising and marketing to develop programs, tools that improve BTG Partners performance Work with business support groups to provide ongoing operation support to BTG partners Work with installation managers to build installation network and maintain excellent service levels in remote markets Help identify and qualify installers as needed Measure installation service levels Work with stores leadership to identify additional opportunities for BTG Partners Program Key Requirements Bachelors in business or related field 10+ years experience including: Operating experience in retail or multi-location service business In-home sales and management experience Experience managing 3rd-party service providers Strong interpersonal and communication skills High energy and strong motivation skills Very strong customer service, problem-solving and follow-up skills Ability to identify root causes and solve issues with a high sense of urgency Ability to build cross-functional relationships Experience working independently, but also as part of a team Integrating senior manager into the existing business and culture is critical. We will work with him/her to develop an integration plan that sets up the new manager for success at BTG. Development plan will be individualized, and will include time in our stores to gain a first-hand appreciation of our customer service requirements and to develop key relationships in the field.

Whether you are working in the Pharmacy industry looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, America's Pharmacy Group, LLC is a great opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans. Our Pharmacy Savings Card works like GoodRx and SingleCare. With savings of up to 80% off prescriptions, we provide the highest discounts in the industry! We are now seeking Pharmacy Relationship Managers in your area!* What does a Pharmacy Relationship Manager do? Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers *We are currently hiring for positions nationwide. Please only submit one application, even if you are interested in multiple territories. We will discuss the location you desire during the interview process. Requirements What you need to qualify: Pharmaceutical/medical sales experience is preferred but not required Sales skills with a proven track record Exceptional interpersonal skills (building strong relationships) Excellent verbal and written communication skills Ability to work independently to oversee accounts and increase revenue Benefits Training and compensation: We include comprehensive training and ongoing coaching Great Commission! We pay commission on a per-claim basis, which means you make money every time someone uses our Pharmacy Savings Card! Monthly Bonuses

Full-time Description LAC Federal is seeking a Client Engagement Manager (CEM) available in the Washington DC Metro Area. Responsibilities of this position include owning and cultivating client relationships for assigned clients through regular communication and interacting with company employees at client sites. The CEM will oversee multiple client projects at one time, proactively monitor staff performance, manage project costs, identify and pursue new business opportunities at existing clients. This position is predominately remote with an expectation of visiting client sites when needed throughout the Washington DC Metro Area. A corporate office is available in the Metro Center in downtown Washington DC and another corporate office is available in Rockville, MD. This is a full-time permanent position with benefits. We do not offer relocation for this role. Candidates must live within the Washington DC Metro Area and must have access to transportation to visit client sites on an as needed basis. Responsibilities Maintain proactive and positive relationships with assigned clients, correcting all issues related to the contract and regularly checking in on contract progress Manage all assigned employees including regular check-ins to monitor performance, recruiting efforts, employee reviews, and corrective actions Assist the recruiting team with backfilling open positions, serving as liaison between client needs and recruiting team Drive employee engagement and cultivate strong culture across company contracts Liaison between on-site clients and corporate functions (i.e. finance, HR) Manage contract deliverables by proactively managing project staff and scope of work Assist in the review and processing of timecards and invoices each month Actively identify and pursue growth opportunities at assigned agencies and support proposal efforts as needed Requirements Bachelor's Degree At least 3 years of working experience, with at least 1-2 years of experience in a client facing and federal project management role Strong interpersonal and client facing skills Ability to build relationships with federal clients and manage both on-site and remote employees Excellent organizational skills, time management and strong communication Preferred Qualifications Experience in a client facing role within the federal space Preliminary knowledge of federal contracting Strong preference for a background in libraries, archives and museums Demonstrated experience managing multiple teams and projects Business development experience Physical Requirements Ability to work for extended periods on a computer in a remote setting. Ability to sit or stand for prolonged periods while completing daily duties. Ability to lift and carry light items (up to 10-15 lbs.) as needed. Ability to travel within the Washington DC Metro Area for client site visits and meetings. Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long-Term Disability Training & Development EEO Statement The company and its subsidiaries are an equal opportunity employer and celebrate the population of differences and does not discriminate in its hiring/hiring practices, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law. Nothing in this job specification restricts management's right to assign or reassign duties and responsibilities to this job at any time. Critical features of this job are described under various headings above. They may be subject to change at any time due to reasonable accommodation or other reasons. The above statements are strictly intended to describe the general nature and level of the work being performed. They are not intended to be construed as a complete list of all responsibilities, duties, and skills required of employees in this position. This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

description" content="LAC Federal is seeking a Client Engagement Manager (CEM) available in the Washington DC Metro Area. Responsibilities of this position include owning and cultivating client relationships for assigned clients through regular communication and interacting with company employees at client sites. The CEM will oversee multiple client projects at one time, proactively monitor staff performance, manage project costs, identify and pursue new business opportunities at existing clients. This position is predominately remote with an expectation of visiting client sites when needed throughout the Washington DC Metro Area. A corporate office is available in the Metro Center in downtown Washington DC and another corporate office is available in Rockville, MD. This is a full-time permanent position with benefits.We do not offer relocation for this role. Candidates must live within the Washington DC Metro Area and must have access to transportation to visit client sites on an as needed basis.ResponsibilitiesMaintain proactive and positive relationships with assigned clients, correcting all issues related to the contract and regularly checking in on contract progress Manage all assigned employees including regular check-ins to monitor performance, recruiting efforts, employee reviews, and corrective actions Assist the recruiting team with backfilling open positions, serving as liaison between client needs and recruiting team Drive employee engagement and cultivate strong culture across company contracts Liaison between on-site clients and corporate functions (i.e. finance, HR) Manage contract deliverables by proactively managing project staff and scope of work Assist in the review and processing of timecards and invoices each month Actively identify and pursue growth opportunities at assigned agencies and support proposal efforts as needed" /> LAC Federal - Client Engagement Manager In order to use this site, it is necessary to enable JavaScript. Here are the instructions how to enable JavaScript in your web browser. All Jobs > LAC Federal > Client Engagement Manager LAC Federal Apply Client Engagement Manager Washington, DC • LAC Federal Apply Job Type Full-time Description LAC Federal is seeking a Client Engagement Manager (CEM) available in the Washington DC Metro Area. Responsibilities of this position include owning and cultivating client relationships for assigned clients through regular communication and interacting with company employees at client sites. The CEM will oversee multiple client projects at one time, proactively monitor staff performance, manage project costs, identify and pursue new business opportunities at existing clients. This position is predominately remote with an expectation of visiting client sites when needed throughout the Washington DC Metro Area. A corporate office is available in the Metro Center in downtown Washington DC and another corporate office is available in Rockville, MD. This is a full-time permanent position with benefits. We do not offer relocation for this role. Candidates must live within the Washington DC Metro Area and must have access to transportation to visit client sites on an as needed basis. Responsibilities * Maintain proactive and positive relationships with assigned clients, correcting all issues related to the contract and regularly checking in on contract progress * Manage all assigned employees including regular check-ins to monitor performance, recruiting efforts, employee reviews, and corrective actions * Assist the recruiting team with backfilling open positions, serving as liaison between client needs and recruiting team * Drive employee engagement and cultivate strong culture across company contracts * Liaison between on-site clients and corporate functions (i.e. finance, HR) * Manage contract deliverables by proactively managing project staff and scope of work * Assist in the review and processing of timecards and invoices each month * Actively identify and pursue growth opportunities at assigned agencies and support proposal efforts as needed Requirements * Bachelor's Degree * At least 3 years of working experience, with at least 1-2 years of experience in a client facing and federal project management role * Strong interpersonal and client facing skills * Ability to build relationships with federal clients and manage both on-site and remote employees * Excellent organizational skills, time management and strong communication Preferred Qualifications * Experience in a client facing role within the federal space * Preliminary knowledge of federal contracting * Strong preference for a background in libraries, archives and museums * Demonstrated experience managing multiple teams and projects * Business development experience Physical Requirements * Ability to work for extended periods on a computer in a remote setting. * Ability to sit or stand for prolonged periods while completing daily duties. * Ability to lift and carry light items (up to 10-15 lbs.) as needed. * Ability to travel within the Washington DC Metro Area for client site visits and meetings. Benefits * Health Care Plan (Medical, Dental & Vision) * Retirement Plan (401k, IRA) * Life Insurance (Basic, Voluntary & AD&D) * Paid Time Off (Vacation, Sick & Public Holidays) * Family Leave (Maternity, Paternity) * Short Term & Long-Term Disability * Training & Development EEO Statement The company and its subsidiaries are an equal opportunity employer and celebrate the population of differences and does not discriminate in its hiring/hiring practices, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law. Nothing in this job specification restricts management's right to assign or reassign duties and responsibilities to this job at any time. Critical features of this job are described under various headings above. They may be subject to change at any time due to reasonable accommodation or other reasons. The above statements are strictly intended to describe the general nature and level of the work being performed. They are not intended to be construed as a complete list of all responsibilities, duties, and skills required of employees in this position. This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

Shore United Bank is seeking a full-time Municipal Relationship Manager to join our team. The Municipal Relationship Manager is a key role in the organization that will focus on Governments, Municipalities, and School Districts This person will be an experienced banker who can manage existing client relationships and develop new business strategies focused on client selection all while ensuring an outstanding client experience, adherence to the regulatory, legal and risk management frameworks unique to these client segments. Essential Functions Include: Client Relationship Management Manage and grow a portfolio of municipal clients, including governments, municipalities, and school districts. Conduct relationship reviews and client calls to understand organizational needs, analyze growth opportunities, and ensure portfolio profitability. Serve as a trusted advisor by delivering comprehensive, customized banking products and solutions. Build collaborative internal and external relationships to enhance client service and advice. Work with internal partners to resolve customer issues promptly and effectively. Business Development & Marketing Prospect for new clients and deepen relationships with existing clients to drive business growth. Utilize referral networks and centers of influence to identify and pursue new business opportunities. Manage a disciplined marketing process to maintain and expand client relationships. Prepare RFP proposals for new or existing relationships. Cash Management & Rate Oversight Develop and execute strategies for profitable cash management solutions. Monitor rates, make recommendations, and communicate changes to customers appropriately. Specialized Support Manage relationships within the ICS Network and maintain ICS partner relationships. Support complex customer relationships, including Business Analysis customers, by preparing proposals as needed. Assist with training related to ICS and Analysis as required. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, SAFE Act, etc.; ensures that the office and all personnel adhere to the same. Participates in required training sessions, including training for compliance with BSA/AML policies and procedures. Location: Waldorf Office - 3035 Leonardtown Rd, Waldorf, MD 20601 Position Type/Expected Hours of Work: Full-time. Exempt. Days of Work: Monday-Friday. Required Education and Experience: Bachelor's degree in Finance or related field, or equivalent in work experience 3 to 5 years of experience in a banking relationship management role, or related sales or service experience Preferred Skills and Qualifications: Strong knowledge of business credit, deposit, and cash management products and services Knowledge of the unique requirements, laws, regulations, and risk management for the client base Familiar with the formal RFP process and due diligence Strong communication skills with individuals at all levels, internally and externally Ability to build relationships with clients and internal partners and influence others without direct control Able to identify opportunities, issues, and viable alternatives when traditional solutions do not apply Use sound judgement to offer comprehensive and customized solutions that best meet client needs Ability to anticipate client needs Ability to manage multiple and competing priorities on a daily basis in pursuit of business objectives Strong current business network and active involvement in community organizations is a plus Proficient computer skills; specifically, Microsoft Word, Excel, and Outlook Additional Eligibility Qualifications: Knowledge of bank software applications such as Jack Henry, Vertex, and Silverlake platforms are preferred. Travel: Ability to travel within the footprint of the bank for work, events, and training as needed. Compensation: The pay range for this position is $80,000 to $120,000 annually. Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer. Company Benefits: Join a family and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work. Comprehensive benefits package for full-time employees including health, dental, vision, company-paid life insurance, mental health well-being, short-term and long-term disability, and much more! Paid parental leave 401k savings plan with up to a 4% company match Employee Stock Purchase Plan Employee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives. Opportunity for growth and advancement Paid training program and continuous training sessions throughout the year on various topics Generous paid time off and paid sick time Community involvement opportunities Shore United Bank is a full-service financial institution with a rich history dating back to 1876. In excess of $6 billion in assets, we offer innovative financial services delivered with the personal touch you expect. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you. In addition to banking, we offer trust and wealth management services through Wye Trust, a division of Shore United Bank. Together, our team of experienced professionals is dedicated to helping you achieve your financial goals. Shore United Bank is an Affirmative Action/Equal Opportunity Employer. Shore United Bank is an E-Verify participant.

About Us At Reboot Staff Inc, we are committed to redefining the staffing and business solutions industry through precision, trust, and performance. We connect organizations with the talent they need to excel, while helping professionals discover fulfilling career paths. Our success is built on long-term partnerships, innovative solutions, and a deep understanding of our clients' evolving needs. Job Description We are seeking a dedicated Client Relationship Manager to join our professional team. This role focuses on nurturing strong relationships with clients, understanding their business objectives, and ensuring the delivery of exceptional service. You will serve as the key point of contact, promoting collaboration between clients and internal teams to achieve strategic goals. Responsibilities Develop and maintain trusted relationships with assigned clients. Understand client objectives to provide tailored staffing and business solutions. Coordinate with internal departments to ensure client satisfaction and service excellence. Monitor account performance and identify opportunities for growth. Prepare reports, proposals, and recommendations to support client goals. Handle inquiries, resolve issues promptly, and maintain a high level of professionalism. Qualifications Qualifications Excellent communication, negotiation, and interpersonal skills. Strong organizational and problem-solving abilities. Ability to manage multiple accounts in a fast-paced environment. Detail-oriented, proactive, and committed to outstanding client service. Additional Information Benefits Competitive annual salary ($58,000-$62,000). Professional growth and advancement opportunities. Supportive, collaborative work environment. Comprehensive training and development programs. Health and wellness benefits package.

Both entry level and experienced sales associates (compensation may vary based on experience) Applicants whose values coincide with our mission to keep as many items out of the landfill as possible Applicants with college degrees with a background in marketing, management, environmental studies, or related fields Public speaking and cold calling experience strongly preferred Applicants with a proven track record of managing their time Responsible individuals capable of setting their own schedule and honoring their commitments without being micromanaged Position Details: Actively pursue new clients through traditional and non-traditional sales techniques Solicit business from new and existing clients Establish and maintain rapport with our valued clients (we value ALL of our clients) Attend networking functions, trade shows and maintain a weekly schedule of 1:1 appointments with industry partners Compose accurate and timely on-site service estimates Draft proposals and maintain thorough records of appointment transactions Draft and submit reports, including but not limited to expense reports, mileage logs, and sales progress reports Benefits: Generous bonus schedule (base + commission) Aggressive promotion structure Company provided laptop Mileage and company expense reimbursement Company provided health insurance Pre-tax SEP Paid vacation and holidays

Smithers PDS LLC (Pharmaceutical Development Services) brings new drugs to market by providing pre-clinical and clinical services for all phases of drug development. Our expert scientists perform large molecule bioanalysis, assay development, validation, and sample analysis at our GLP, GCP, and CLIA compliant laboratories. PDS works with customers to develop new methods, validate existing methods, as well as performing the assays necessary to analyze samples from patients on more than 100 clinical trials currently in different phases of the FDA regulated drug approval process. Smithers PDS is seeking a Client Relationship Manager who will be supporting commercial and client-facing activities across PDS portfolio. This role will liaison between operational/scientific staff and PDS clients to ensure accurate, consistent and timely proposal generation, monitoring and follow-up. The CRM is also responsible for increasing business opportunities within existing accounts. This position is salaried and is classified as an exempt position. Exempt employees typically work 40 hours or more to adequately perform their responsibilities. Extended work hours may be necessary to support the business in meeting client deliverable commitments. Position is generally eligible for a hybrid work schedule with at least three days on-site once all training requirements have been adequately met and proficient performance is consistently demonstrated. Salary range for this position is $85,000 - $95,000 per year. Salary and job title will be commensurate with experience and qualifications. Smithers PDS offers a comprehensive and competitive benefits package inclusive of health insurance package including a choice of 3 medical plans, dental insurance, vision insurance, 401K retirement plan and PTO, and several other elective options. Essential Position Responsibilities: Proposal & Pricing Management Prepare client proposals, revisions, and scope additions using established pricing. Follow up with clients to ensure that proposals are complete and answer their needs. Qualify bids and scopes of work with clients to ensure appropriate service is provided. Maintain pricing templates inclusive of developing and modifying task costs with operations and in alignment of market conditions, proposal documents, and BD databases. Monitor pricing practices with Business Development, Marketing and Operations to determine accuracy and relevance to the project type and operational processes. Interact with scheduling and project managers to identify the dates for study or service initiation and assist with scheduling needs. Assist Business Development with in-depth analysis of routine and complex client issues to remediate or prevent client dissatisfaction. Facility introductory and/or proposal project calls and associated action items and deliverables. Maintain client contract and proposal communication in an electronically accessible format. Track proposal pipeline and follow-up actions in the CRM software system. Collaborate with operations to ensure accurate cost inputs aligned with guidelines. Communicate with clients to clarify needs and confirm proposal fit. Client Engagement Serve as a primary point of contact maintaining trust-based relationships. Coordinate client meetings, introductory calls, and follow-up activities. Provide internal teams with client background and expectations before meetings. Effectively utilize CRM to capture client information. Operational Coordination Liaise between clients and internal scientific/operations teams. Support scheduling/project management in determining project start dates. Lead Post-Award Kickoff meetings to ensure smooth handoff to operations. Creatively identify ways to secure open proposals by working with scientific staff, finance, management and operations. Contract & Document Management Coordinate CDAs, MSAs, and maintain accessible digital documentation. Assist in BD reports, presentations, and forecasting updates. Business Development Support Identify new opportunities within existing accounts and liaise with appropriate internal staff for follow-up to ensure the best strategy to secure the work. Support conference/trade show booth coordination and logistics. Assist in coordination of logistics for client visits including facility tours, hotel recommendations, ground transportation recommendations, conference rooms, catering, meal reservations and agendas as necessary. Assist in providing Business Development and Scientific staff with client specific history, needs and expectations prior to client visits on or off-site, and prior to client calls. Assist with the preparation of marketing and client services presentations. Maintain and communicate proposal award forecasting information to finance and management. Work with Business Development and internal teams on identifying areas for increased market share at assigned accounts. Education and Experience Requirements: Bachelor's degree in life science discipline (biochemistry, chemistry, biology) or 5 years' experience in a CRO performing business support activities; Masters or MBA desired At least 3 years' experience supporting business development preferably in pharmaceutical, biotechnology markets, CRO services including testing to support the development of biologics and vaccines. Travel Requirements: This position may involve travel. Smither PDS does not accept unsolicited third-party candidate introductions, referrals or resumes. In the event a third-party recruiter submits a resume or refers a candidate without a previously signed vendor agreement, Smithers PDS reserves the right to pursue and hire the candidate(s) without financial liability to such third-party recruiter. #PharmaJobs #LI-MV1

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

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker on the Healthcare, Higher Education & Non-Profit (HHN) Commercial Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Healthcare, Higher Education & Non-Profit. The Healthcare, Higher Education & Non-Profit team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. Job Responsibilities Manage and develop relationships with non-profit clients whose annual revenues are $50 million and above. Champion a culture of innovation and a customer centric mindset by serving as a Relationship Manager for HHN customers and prospects Develop new, and deepen existing, HHN relationships by focusing on key commercial banking solutions (e.g. credit, treasury, liquidity) and partner with other lines of business and business segments (e.g. Public Finance, Asset Management, and Consumer Banking) to develop fulsome relationships for the firm Stay current with HHN industry trends to identify opportunities for innovation or strategic partnerships and bring thought leadership to our HHN customers and prospects Serve as an ambassador for the firm by bringing the full resources of JPMorgan Chase to our HHN customers and prospects (e.g. Corporate Responsibility, ESG, DEI) Mentor junior members on the HHN team, including Analysts and Associates, to contribute to the long-term success of our business and to assist with talent development Required Qualifications, Capabilities and Skills 5 plus years' direct lending or credit support related experience, with a focus on business relationships Understanding of Commercial Banking products and services Knowledge of the local market Ability to collaborate with internal partners and resources Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Sales management and business development skills Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training preferred Excellent verbal, written and listening communication skills Strong creative solution and problem solving abilities Proficiency in building and maintaining positive client relationships

At New Horizon, we're building a bank that runs on grit, speed, and execution. We move fast, challenge assumptions, and obsess over doing things better - for our clients and for each other. This isn't a place for red tape; it's a place for builders. From product design to client experience to operations, we're constantly pushing for sharper thinking and smarter solutions. Our team is made up of passionate individuals who share a relentless drive to enhance our services and deliver exceptional experiences. If you're energized by momentum, motivated by results, and excited to shape the future of banking, you'll feel right at home here. General Job Summary: As a Commercial Banker at New Horizon Bank, you will be primarily responsible for originating, underwriting, and managing high-quality commercial loans that support New Horizon Bank's portfolio growth and credit-quality objectives. This role is centered on commercial lending-sourcing new credit opportunities, analyzing complex financial information, structuring loan facilities, and managing credit risk throughout the life of each relationship. In addition to lending responsibilities, the Commercial Banker develops and deepens client relationships, originate deposit and treasury opportunities, and serves as a trusted financial advisor to local businesses. Success in this role requires strong credit expertise, financial acumen, proactive business development, and the ability to deliver exceptional client service with speed, accuracy, and accountability. Essential Duties and Responsibilities: Business Development: Identifying and pursuing new business opportunities within the assigned market. Becoming established as an active presence in the community, expanding business network, prospecting, and building a pipeline of new clients. Collaborate with Treasury Management, Deposit Operations, Retail, and Executive Leadership to support cross-sell strategies, seamless onboarding and exceptional client experience while expanding the bank's footprint. Relationship Management: Developing and maintaining strong relationships with business clients through regular communication and engagement. Acting as the primary point of contact for clients, addressing their financial needs, and providing exceptional service. Financial Consultation: Conducting thorough financial assessments for business clients to understand their goals, challenges, and opportunities. Providing strategic financial advice and recommending appropriate banking solutions. Loan Structuring: Evaluating creditworthiness of business clients and preparing credit proposals. Structure credit facilities (term loans, lines of credit, owner-occupied real estate, investment real estate, equipment loans, etc.) to appropriately mitigate risk while meeting client needs. Monitoring and managing credit risk through ongoing analysis and proactive measures. Ensure compliance with credit policy, regulatory guidance, and internal procedures. Portfolio Management & Risk Mitigation Maintain a high-quality loan portfolio through ongoing client engagement, financial monitoring, and early identification of problem loans. Work closely with credit administration and senior management to address emerging risks or deterioration in creditworthiness. Manage loan renewals, modifications, covenant exceptions, and credit memos in accordance with bank policy. Ensure timely and accurate collection of client documentation in coordination with internal teams. Product Knowledge: Maintain deep knowledge of commercial lending products, business deposit accounts, treasury management solutions, and digital banking tools. Educate clients on available solutions and guide them toward the right mix of products to support growth, liquidity, and risk management. Stay informed of regulatory changes, industry trends, and competitive pressures impacting local businesses. Requirements Required Knowledge, Skills, and Abilities: • Familiarity with business banking software and technology. • Strong understanding of financial products, credit analysis, and risk management. • A motivated team player who is passionate about creating, building, and maintaining strong financial relationships. • Exceptionally skilled at verbal and written communication. • Driven to create and promote a strong internal and external culture focused on customer service. Education and Experience: Bachelor's degree in Business, Finance, or related field. Three to five years of experience in business banking or a related financial role.

Location: Hybrid1: This role requires associates be in the office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. The Provider Relationship Account Manager is responsible for providing quality, accessible and comprehensive service to the company's provider community. How you will make an impact: * Develops and maintains positive provider relationships with the provider community by regular on-site and/or virtual/digital visits, communicating administrative and programmatic changes, and facilitating education and the resolution of provider issues. * Serves as a knowledge and resource expert regarding provider issues impacting provider satisfaction and network retention; researches, analyzes, and coordinates prompt resolution to complex provider issues and appeals through direct contact with providers and internal matrixed partners. * Collaborates within a cohort of internal matrix partners to triage issues and submit work requests. * Generally, is assigned to a portfolio of providers within a defined cohort. * Coordinates Joint Operation Committees (JOC) of provider groups, driving the meetings in the discussion of issues and changes. * May assist Annual Provider Satisfaction Surveys, required corrective action plan implementation and monitoring education, contract questions and non-routine claim issues. * Coordinates communications process on such issues as administrative and medical policy, reimbursement, and provider utilization patterns. * Conducts proactive outreach to support the understanding of managed care policies and procedures, as well as on a variety of initiatives and programs. * Participates in external Provider Townhalls/Seminars and attends State Association conferences (e.g.: MGMA, AFP, AAP, HFMA). * Identifies and reports on provider utilization patterns which have a direct impact on the quality-of-service delivery. * Research issues that may impact future provider contract negotiations or jeopardize network retention. Minimum Requirements: * Requires a bachelor's degree; minimum of 3 years of customer service experience including 2 years of experience in a healthcare or provider environment; or any combination of education and experience, which would provide an equivalent background. * Travels to worksite and other locations as necessary. Preferred Skills, Capabilities, and Experiences: * Provider interface experience strongly preferred. * National account knowledge strongly preferred For candidates working in person in the below location(s), the salary* range for this specific position is $69,048 to $118,368 Locations: Maryland, New York In addition to your salary, Elevance Health offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the Company. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws. * The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Job Level: Non-Management Exempt Workshift: Job Family: PND > Provider Relationship Account Mgmt Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health. Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business. We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.

NGEN is seeking an Account Relationship Manager to join the team - a high-visibility, client-facing position responsible for building strong relationships with existing clients while driving new business opportunities. This role plays a key part throughout the entire client lifecycle: from prospecting and proposal development to post-sale account management and customer support. You'll be part of a collaborative, fast-paced environment where initiative is valued and client satisfaction drives success. This role offers the opportunity to influence customer experience, contribute to growth, and build meaningful client relationships that shape NGEN's reputation and future. The ideal candidate is proactive, personable, and solutions-oriented - someone who enjoys helping clients achieve success while contributing to NGEN's growth through excellent service and clear communication. **This is a salaried position, and is NOT commission-based. Essential Duties and Responsibilities Develop and maintain strong, long-term client relationships built on trust and consistent communication. Create and deliver accurate, timely, and competitive quotes and proposals for clients and prospects. Respond promptly and professionally to client inquiries, ensuring a high level of service and satisfaction. Prospect and follow up on new leads generated from marketing campaigns, referrals, and networking. Manage the full sales cycle - from initial outreach and proposal development to closing and onboarding. Support ongoing account management activities, promoting retention and growth within existing clients. Conduct periodic account reviews to assess satisfaction, identify opportunities, and recommend solutions. Lead client webinars, product demos, or training sessions to strengthen relationships and increase engagement. Maintain accurate and up-to-date client data within the CRM system, tracking interactions, opportunities, and follow-ups. Collaborate closely with internal teams to ensure timely delivery of services, high-quality project execution, and consistent customer experiences. Qualifications Bachelor's degree in Business, Marketing, Communications, or a related field, helpful, but not required (or equivalent experience). 3-5 years of experience in client relations, account management, or business development (preferably in IT, MSP, or professional services). Proven ability to build relationships, communicate effectively, and manage multiple priorities. Experience preparing proposals, RFP responses, and sales or account reports. Proficiency with CRM systems (e.g., HubSpot, Zoho, or Salesforce) and Microsoft Office Suite. Strong organizational skills and attention to detail. A proactive, self-motivated approach with a focus on delivering results and client satisfaction. Ability to explain technical concepts in plain language. Experience in IT services, managed services, or a similar environment preferred, but not required. Comfortable presenting to clients in meetings and/or webinars.

Job Description Whether you are working in the Pharmacy industry looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, America's Pharmacy Group, LLC is a great opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans. Our Pharmacy Savings Card works like GoodRx and SingleCare. With savings of up to 80% off prescriptions, we provide the highest discounts in the industry! We are now seeking Pharmacy Relationship Managers in your area!* What does a Pharmacy Relationship Manager do? Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers *We are currently hiring for positions nationwide. Please only submit one application, even if you are interested in multiple territories. We will discuss the location you desire during the interview process. Requirements What you need to qualify: Pharmaceutical/medical sales experience is preferred but not required Sales skills with a proven track record Exceptional interpersonal skills (building strong relationships) Excellent verbal and written communication skills Ability to work independently to oversee accounts and increase revenue Benefits Training and compensation: We include comprehensive training and ongoing coaching Great Commission! We pay commission on a per-claim basis, which means you make money every time someone uses our Pharmacy Savings Card! Monthly Bonuses

About Us At Reboot Staff Inc, we are committed to redefining the staffing and business solutions industry through precision, trust, and performance. We connect organizations with the talent they need to excel, while helping professionals discover fulfilling career paths. Our success is built on long-term partnerships, innovative solutions, and a deep understanding of our clients' evolving needs. Job Description We are seeking a dedicated Client Relationship Manager to join our professional team. This role focuses on nurturing strong relationships with clients, understanding their business objectives, and ensuring the delivery of exceptional service. You will serve as the key point of contact, promoting collaboration between clients and internal teams to achieve strategic goals. Responsibilities Develop and maintain trusted relationships with assigned clients. Understand client objectives to provide tailored staffing and business solutions. Coordinate with internal departments to ensure client satisfaction and service excellence. Monitor account performance and identify opportunities for growth. Prepare reports, proposals, and recommendations to support client goals. Handle inquiries, resolve issues promptly, and maintain a high level of professionalism. Qualifications Qualifications Excellent communication, negotiation, and interpersonal skills. Strong organizational and problem-solving abilities. Ability to manage multiple accounts in a fast-paced environment. Detail-oriented, proactive, and committed to outstanding client service. Additional Information Benefits Competitive annual salary ($58,000-$62,000). Professional growth and advancement opportunities. Supportive, collaborative work environment. Comprehensive training and development programs. Health and wellness benefits package.

Washington, District of Columbia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Job DescriptionSalary: $50K - $70K NGEN is seeking an Account Relationship Manager to join the team a high-visibility, client-facing position responsible for building strong relationships with existing clients while driving new business opportunities. This role plays a key part throughout the entire client lifecycle: from prospecting and proposal development to post-sale account management and customer support. Youll be part of a collaborative, fast-paced environment where initiative is valued and client satisfaction drives success. This role offers the opportunity to influence customer experience, contribute to growth, and build meaningful client relationships that shape NGENs reputation and future. The ideal candidate is proactive, personable, and solutions-oriented someone who enjoys helping clients achieve success while contributing to NGENs growth through excellent service and clear communication. **This is a salaried position, and is NOT commission-based. Essential Duties and Responsibilities Develop and maintain strong, long-term client relationships built on trust and consistent communication. Create and deliver accurate, timely, and competitive quotes and proposals for clients and prospects. Respond promptly and professionally to client inquiries, ensuring a high level of service and satisfaction. Prospect and follow up on new leads generated from marketing campaigns, referrals, and networking. Manage the full sales cycle from initial outreach and proposal development to closing and onboarding. Support ongoing account management activities, promoting retention and growth within existing clients. Conduct periodic account reviews to assess satisfaction, identify opportunities, and recommend solutions. Lead client webinars, product demos, or training sessions to strengthen relationships and increase engagement. Maintain accurate and up-to-date client data within the CRM system, tracking interactions, opportunities, and follow-ups. Collaborate closely with internal teams to ensure timely delivery of services, high-quality project execution, and consistent customer experiences. Qualifications Bachelors degree in Business, Marketing, Communications, or a related field, helpful, but not required (or equivalent experience). 35 years of experience in client relations, account management, or business development (preferably in IT, MSP, or professional services). Proven ability to build relationships, communicate effectively, and manage multiple priorities. Experience preparing proposals, RFP responses, and sales or account reports. Proficiency with CRM systems (e.g., HubSpot, Zoho, or Salesforce) and Microsoft Office Suite. Strong organizational skills and attention to detail. A proactive, self-motivated approach with a focus on delivering results and client satisfaction. Ability to explain technical concepts in plain language. Experience in IT services, managed services, or a similar environment preferred, but not required. Comfortable presenting to clients in meetings and/or webinars.