Relationship manager jobs in White Plains, NY - 900 jobs

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

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

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

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

A major financial institution in Stamford is seeking experienced professionals in Private Banking to manage client relationships, generate business results, and provide tailored financial advice. The ideal candidate has over six years of experience, a Bachelor's degree, and required licenses. The role offers competitive compensation, with potential for commission and a comprehensive benefits package, including health care coverage, retirement savings, and more. #J-18808-Ljbffr

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

Client Support Leads meetings with clients, including negotiating, selling lines of insurance, and renewal meetings at client locations Responsible for providing comprehensive client support and acts as main client contact for book of business. Effec Client Service, Service Manager, Manager, Client Support, Personal, Benefits, Business Services

Our mission is to unlock human potential. We welcome you for who you are, the background you bring, and we embrace individuals who get excited about learning. Bring your experiences, your perspectives, and your passion; it's in our differences that we empower the way the world learns. About the Role: Our mission is to unlock human potential. We welcome you for who you are, the background you bring, and we embrace individuals who get excited about learning. Bring your experiences, your perspectives, and your passion; it's in our differences that we empower the way the world learns. About the Role: Customer Success Managers are responsible for maximizing digital implementation, usage, retention, and expansion of Wiley's digital solutions. Working closely with their DLE or Account Manager, the Customer Success Managers bring their expertise to provide a range of services to customers including developing successful course implementation solutions, training, course fulfillment/setup, monitoring course usage, and trends, and driving digital conversions and account expansions. The Customer Success Manager is responsible for reconfirming existing business with faculty and guaranteeing increased platform retention. The Customer Success Manager will be a key resource in delivering Wiley's commitment to exceptional customer advising, support, retention, and expansion of digital usage in their territory. They will work with existing and new customers to create and implement their digital solutions. They will work with their DLE or AM partner to expand their digital footprint. Job Responsibilities: Responsible for reconfirming and retaining current customers while expanding digital usage at installed base accounts. Responsible for assisting faculty in implementing and integrating Wiley's digital solutions. Consult with instructors on implementation and curriculum design. Execute individual and departmental training plans. Collaborate with DLE/Account Manager to review the status of opportunities, existing business, and expansion opportunities.Partner with DLE/AM to identify priority customers and participate in effective retention strategies to reduce digital churn and ensure a superior experience for our installed customers.Carve out separate retention strategies for priority accounts/adoptions vs. all other adoptions. Drive and support pilots across the territory with follow-up, surveys, assistance with the platform, and questions. Assist AM with converting the pilot to an adoption. Collaborate with DLE/AM partner weekly or biweekly on adoption strategies to effect expansion and digital penetration. Proactively follow up with customers to ensure a positive experience using Wiley products and promote new features and functionality specific to their user experience. Conduct re-training with keycustomers to ensure all large adoption customers are "power users." Provide deep integration support on various LMS / LTI implementations. Provide regular account and adoption intelligence in SFDC after working with customers. Confirm/Update Inclusive Access (IA) readoption Opps in SFDC for enrollment, Won/Lost stage, instructors contact info on IA adoptions. Maintain Bookstore communication and relationships to obtain IA adoption details, IA processes, and work order details. Analyze and drive digital usage data via activations reports for priority adoptions after back-to-school period ends. Review Vendor reports at specific times during the season for IA courseware adoptions, confirm with bookstore or instructor if additional information is needed, review and update opp in SFDC, Set to IA in CAP. Follow up on non-responders of IA confirmations at the end of each season. Qualifications: Undergraduate degree 2-4 years of relevant work experience in a similar function Previous customer service, sales support and tech product support exposure Able to lead effective presentations to internal and external customers, in both large groups and one-on-one settings. User experience knowledge with a CRM platform, preferably Salesforce Strong written and verbal communication skills Excellent organization and time management skills Ability to learn and apply technical expertise with new and existing platforms. Strong skill set to train and implement digital solutions. Self-starter with the ability to maximize time and generate high ROI by leveraging strong listening skills to understand and execute digital solutions. Adaptable: can navigate complex sales processes with multiple decision makers About Wiley: Wiley is a trusted leader in research and learning, our pioneering solutions and services are paving the way for knowledge seekers as they work to solve the world's most important challenges. We are advocates of advancement, empowering knowledge-seekers to transform today's biggest obstacles into tomorrow's brightest opportunities. With over 200 years of experience in publishing, we continue to evolve knowledge seekers' steps into strides, illuminating their path forward to personal, educational, and professional success at every stage. Around the globe, we break down barriers for innovators, empowering them to advance discoveries in their fields, adapt their workforces, and shape minds. Wiley is an equal opportunity/affirmative action employer. We evaluate all qualified applicants and treat all qualified applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, protected veteran status, genetic information, or based on any individual's status in any group or class protected by applicable federal, state or local laws. Wiley is also committed to providing reasonable accommodation to applicants and employees with disabilities. Applicants who require accommodation to participate in the job application process may contact for assistance. We are proud that our workplace promotes continual learning and internal mobility. Our values support courageous teammates, needle movers, and learning champions all while striving to support the health and well-being of all employees. We offer meeting-free Friday afternoons allowing more time for heads down work and professional development, and through a robust body of employee programing we facilitate a wide range of opportunities to foster community, learn, and grow. We are committed to fair, transparent pay, and we strive to provide competitive compensation in addition to a comprehensive benefits package. The range below represents Wiley's good faith and reasonable estimate of the base pay for this role at the time of posting roles either in the United Kingdom, Canada or USA. It is anticipated that most qualified candidates will fall within the range, however the ultimate salary offered for this role may be higher or lower and will be set based on a variety of non-discriminatory factors, including but not limited to, geographic location, skills, and competencies. When applying, please attach your resume/CV to be considered. Salary Range: 0 USD to 0 USD#LI-KW1

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

Morgan Stanley at Work ("MSAW") is a division within Morgan Stanley Wealth Management, comprised of Shareworks by Morgan Stanley and Equity Edge Online, Marketing, Retirement Plan Solutions, and Financial Wellness. Our division offers in-depth knowledge and resources focused on providing a full range of solutions that help address various institutional and employee financial challenges and complexities. The Relationship Manager (RM) position is responsible for the equity compensation relationship within MSAW. They are responsible for partnering with the companies key administrative contacts (Stock Plan managers and analysts). They must possess a strong working knowledge of the plan and how the plan is established within the Morgan Stanley system. This will require the candidate to be responsible for the satisfaction of the service delivery for the corporate stock plan and ensure the plan is utilizing all the components of our services to enhance the efficiency of the delivery. Service delivery within the corporate client expands beyond the primary administrative contacts. This will include individuals within human resources, benefits, compensation, and finance departments. A successful candidate must have excellent interpersonal skills, proven problem solving skills, a strong knowledge of equity compensation and ESPP plans, and an appreciation for the challenges that face todays administrators within the industry. Primary Responsibilities May Include: * Collaborate with others to assist clients and ensure all clients receive timely responses * Conduct quarterly reviews to share product trends and enhancements along with detailed plan level statistics to update the client on plan health * Regular contact with clients to maintain a high level of personal interaction * Monitor client satisfaction through internal benchmarks as well as regularly inquiring about their level of satisfaction with the administration * Promoting and sharing best practices from our products and the industry on how to improve service and execution * Align client requests and expectations with business needs and constraints while maintaining a positive relationship with client contacts * Coordinate new projects with client and internal team. Maintains and tracks an open items log and ensures client satisfaction and remediation for all items. * Engage with the various Morgan Stanley service support organizations to ensure awareness of plan rules and key events for adequate support * Keep open communications with internal business partners regarding plan events, open items, or key issues impacting the plan that may impact overall strategic plans for the company. * Maintain education of the industry and product by attending industry webcasts and Morgan Stanley promoted education forums; and share relevant information from the education sessions with the client base as applicable * Work with all colleagues professionally and respectfully by sharing information and aiding in high volume times when necessary. Qualifications: * Bachelor's degree required along with 5-10 years of industry experience * A strong understanding of the executive compensation, stock plan, and ESPP industries * Prior Private Equity experience preferred. * Excellent interpersonal and communications skills * Some travel will be required * Organizational skills to track and maintain open issues for multiple projects. * Ability to work under periods of extreme pressure with very tight time constraints, i.e. periods of unexpected high volume activity on major client event or a designated project. * Ability to make a case for difficult decisions and present to management. * Ability identify problems and articulate the concern both verbally and in written form to clearly communicate the item to internal and external stakeholders needed for resolution. * Comfortable in running a meeting and speaking in large groups * Certified Equity Professional designation and Shareworks experience a strong plus. * Appropriate securities licenses required (FINRA Series 7, and 63 or 66) or willingness to be obtained within 180 days of hire. * A strong working knowledge of MS office products. * This position requires you to be on-site in the office at least 3 days per week Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $110,000 and $185,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Hours: 40 Pay Details: $160,160 - $240,240 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Sr. Relationship Manager serves the needs of the community commercial banking business, customizing a broad range of products and services to meet the financial needs of TD's customers. The job acquires, develops and manages commercial banking relationships by providing customized solutions across different commercial segments to build a strategy that is right for the customer now, and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment, structures and packages practical and competitive solutions that demonstrate an understanding of their financing, cash management and overall business needs to add value to the customer's portfolio. Depth & Scope: Recognized as top level expert within the company in a customer segment or product/service line with responsibility for identifying and interpreting trends in the market to structure portfolios and get results Develops new business with prospects that have the largest and most complex credit needs in assigned portfolio segment Defines new approaches to sell and deliver solutions Anticipates emerging customer trends as a basis for recommending products and services and expanding the business Highly sophisticated understanding of customer needs and competitor offerings that contribute to the direction of the business line or segment Oversees the management and activities of large accounts and related servicing teams Manages the most strategic relationships that are characterized by significantly complex products and services provided and/or takes a significant business development focus Solves unique problems with broad impact on the business segment and financials Develops and implements new and innovative approaches to the sales process, including negotiation of terms and approaches to account management - provides expert advice internally and externally Impacts a range of sales achievement for largest accounts and relationships and a significant part of one or more business lines Communicates complex ideas, anticipates potential objections and persuades customers; negotiates significant terms Provides leadership guidance, makes recommendations and collaborates with business to ensure solutions meets the business needs on a complex project or program Identifies and leads problem resolution for project/program complex requirements related issues at all levels Education & Experience: Undergraduate degree 10+ years relevant experience In-depth understanding of commercial industry, business development techniques and credit decisions Proven business development track record, with proven ability to conceptualize and implement effective new business strategies Extensive network of outside referral sources for new business Excellent credit and financial analysis skills Effective negotiation skills Customer Accountabilities: Responsible for growth goals (loans, deposits, fees), both individually and within the team, through development of new business Customers and cross selling existing Customers as well as an established network of resources Makes sales calls and may coordinate sales calling efforts, gather related financial and general business information as directed, coordinate financial analyses needed to make credit decisions Contributes and/or provides recommendation to loan decision process based on evaluation of credit risk and other key factors from Credit Management Negotiates specific terms and conditions and communicate credit decisions to prospects and Customers as directed by policy and/or credit approval Leads all aspects of relationship management for an assigned portfolio /segment and/or geography Delivers exceptional customer service at every interaction and execute on plans to continuously improve the customer experience Acts as a trusted advisor expected to meet the needs of customers by providing creative products / solutions Actively uses sales platforms to build a robust understanding of customer / target needs, industries, and markets Understands customer's operating environment, structure unique financing, cash management and overall business needs to add value to the customer Actively generates referrals to all business partners in the Bank to help meet the comprehensive financial needs of TD customers Develops a clear retention plan for assigned portfolio deposits and loans within the specified territory Possesses and constantly enhances expert knowledge of the market, customers, and broader economic factors Identifies and responds to changes in the business environment and establishing action plans to address customer issues and priorities Identifies customer / prospect referral opportunities to internal Bank partners that meet customer needs Develops community relationships and membership in civic and professional organizations, including active participation in networking events Shareholder Accountabilities: Develops / implements sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth Plans and executes business development activities, review and communicate results, and adjust tactics accordingly Promotes and offers full suite of products, sales, services and banking capabilities Assesses credit requests to determine risk and make appropriate recommendations for structuring credit deals Contributes to credit applications with a high quality of risk assessment, credit structure, due diligence, and credit presentation Contributes to business objectives for Operational Excellence Supports the timely and accurate completion of business processes and procedures Protects the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary Ensures documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations Identifies, suggests and actively participates in process improvement opportunities Actively manages relationships within and across various business lines/ corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements Participates in cross-functional / enterprise initiatives as a subject matter expert helping to provide guidance for complex situations Ensures necessary due diligence to support the accuracy of all customer transactions / activities Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite Assumes responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct Employee/Team Accountabilities: Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/ points of interest Provides thought leadership and/ or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit Keeps current on emerging trends/ developments and grows knowledge of the business, related tools and techniques Participates in personal performance management and development activities, including cross training within own team Keeps others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices. Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships. Contributes to a fair, positive and equitable environment that supports a diverse workforce Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Never Squatting - Occasional Bending - Occasional Kneeling - Never Crawling - Never Climbing - Never Reaching overhead - Never Reaching forward - Occasional Pushing - Never Pulling - Never Twisting - Never Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value - and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: We are seeking a highly skilled and seasoned Senior Manager, Client Partner with substantial experience in Financial Technology (FinTech) to join our dynamic team. The ideal candidate demonstrates a history of excellence in handling client relationships, fostering revenue expansion, and introducing groundbreaking solutions within the FinTech Industry. WHAT YOU'LL DO: Client Relationship Management: * Serve as the primary point of contact for key clients, building and maintaining strong relationships at the executive level * Understand clients' business needs, challenges, and objectives, and proactively identify opportunities to add value through our products and services. Strategic Account Planning: * Develop and execute strategic account plans to drive growth, retention, and expansion within assigned client accounts. * Collaborate with cross-functional teams including sales, product development, and customer support to ensure the successful delivery of solutions that meet clients' needs. * Drive revenue growth by identifying upsell and cross-sell opportunities, negotiating contracts, and closing new business within large existing client accounts. Product Expertise: * Deeply understand our suite of FinTech products and services, and effectively communicate their value proposition to clients. * Work closely with clients to gather requirements, define solutions, and oversee the successful implementation and onboarding process. WHAT YOU'LL NEED: * Bachelor's degree in Business Administration, Finance, Computer Science, or related field. MBA or other relevant advanced degree preferred. * Proven track record of success in client-facing roles within the FinTech industry, with at least 7+ years of experience in account management, relationship management, client solutions, or related functions. * Strong understanding of financial services, banking, payments, or related sectors, with a deep knowledge of FinTech products and technologies, particularly within the insurance industry, and market trends. * Excellent communication, negotiation, and presentation skills, with the ability to articulate complex concepts and solutions to both technical and non-technical audiences. * Strategic thinker with a results-oriented mindset, capable of developing and executing on long-term client engagement strategies to drive business growth. * Strong analytical and problem-solving skills, with the ability to leverage data and insights to inform decision-making and drive continuous improvement. * Proven ability to work collaboratively across cross-functional teams and influence stakeholders at all levels of the organization. WHAT'S IN IT FOR YOU? Zinnia offers excellent career progression and competitive compensation with the goal of retaining and growing talented team members. The salary range for this role is a good faith estimate, it is estimated based on what a successful candidate might be paid in certain Company locations. The salary range for this position is $160,000.00 to $190,000.00. All offers presented to candidates are carefully reviewed to ensure fair, equitable pay by offering competitive salaries that align with the individual's skills, education, experience, training, and geographic location. The range may vary above or below the stated amounts. We offer great benefits, including health/dental insurance, parental leave, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. We're looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at ************** for more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability. Notice for California residents: Information about how we collect and use your personal information can be found here. #LI-MW1

At SOL Mental Health, we're not just building another clinical practice-we're redefining what's possible in mental healthcare, and that starts with exceptional people like you. As an early-phase organization with ambitious goals, we offer something rare: the chance to truly own your function and make a lasting impact on an industry that desperately needs innovation. Your Contributions Matter Here We understand that exceptional mental healthcare requires more than just talented clinicians. It demands a foundation of operational excellence, innovative thinking, and robust support systems-areas where your expertise becomes invaluable. At SOL, you'll find: · True ownership opportunities in a growing organization where your ideas can become organizational standards · Direct access to passionate executive leadership committed to building both an exceptional service and an exceptional workplace · Career development pathways that evolve as we grow, with opportunities emerging faster than in established organizations · Cross-functional collaboration that exposes you to multiple aspects of healthcare innovation and practice management Why Building Something New Matters Building a leading mental health practice is challenging-we don't pretend otherwise. But when passionate professionals unite under a common mission, exceptional things happen. Your contributions at SOL won't disappear into the machinery of a large organization; they'll visibly shape our practices, culture, and success. We're looking for a driven and relationship-oriented Provider Partnerships Manager to accelerate SOL's growth through high-impact provider and group partnerships. In this role, you'll build and expand relationships across mid-market and enterprise healthcare organizations, helping connect patients to the mental health care they need. You'll manage a dynamic territory of 100-200 accounts, conduct on-site and virtual meetings with provider groups, and drive integrations that lead to measurable referral growth. This is a great fit for someone who thrives in a fast-paced, mission-driven environment and enjoys combining strategy, analytics, and relationship-building to make a tangible impact. This position will be a remote role in the Long Island market - in the field 4-5 days/week Qualifications: 1-3 years of experience in health systems or EMR sales with a proven track record of generating leads, closing complex partnerships and achieving 100%+ of sales targets Inside or outside sales experience selling directly to doctors/practices Relationship driven Passion for mental health access and improving whole person outcomes Excels in the field 4-5 days/week (based remotely) Proficiency with Salesforce for terrirory management, pipeline tracking, CRM integrations and advanced features like Einstein Analytics or Salesforce Maps Strategic thinker with a consultative sales approach Key Responsibilities: Conduct 35-50 face-to-face contacts per week with mid-market (10-49 providers) and large/executive accounts (50+ providers), delivering tailored pitches that highlight SOL's value (e.g., seamless referrals, improved outcomes) Activate 5 groups and 20 providers per month through integrations like EHR setups, bidirectional data flows, and marketing kit distributions, securing 3-5 referrals per provider/group per month for 100+ appointments Build and maintain enterprise relationships by mapping accounts to parent systems and negotiating partnerships aligned with value-based care or ACO goals, fostering scalable referral streams Manage a pipeline of 100-200 active accounts, prioritized by opportunity scoring in Salesforce workbooks, and leverage PowerBI for trend analysis (e.g., heatmaps, predictive referral ramps) to optimize territory performance Collaborate with Provider Development Representatives for lead handoffs, document best practices for a plug-and-play partnership model, and contribute to workflow refinements like referral data capture to ensure closed-loop feedback Up to $150,000 annually: base salary starting at $75,000, plus up to $75,000 in commission potential - with uncapped earning opportunities as you grow and exceed goals. Assistance during ramp period will also be included. We do things differently at SOL. Our values guide everything we do: ❤️ We lead with heart 💡 We look for good in others 💪 We strengthen each other 🏆 We strive for excellence 🚀 We break new ground If you're looking for a team that values your expertise, supports your growth, and empowers you to make an impact, we'd love to connect. Join us in shaping the future of mental health care. At SOL Mental Health, we believe that diversity and inclusion are essential to fulfilling our mission. We are committed to creating a workplace where everyone feels valued, respected, and empowered to contribute. We actively seek candidates from diverse backgrounds and experiences, and we ensure equitable hiring practices throughout our recruitment process. SOL Mental Health is proud to be an equal opportunity employer and encourages applicants from all walks of life to apply. Ready to lead the charge? Apply today and help us build a brighter future for mental health!

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel. What We're Looking For Develop in-depth knowledge of client portfolios; regularly engage with clients. Conduct quarterly/annual client performance reviews in conjunction with the Investment Representative. Coordinate enrollment campaigns/meetings for high-net-worth individuals/individual investors. Analyze and evaluate client needs and provide recommendations concerning the identified issues and potential strategies for further enhancing client relationships. Research, investigate, and analyze client queries and other significant matters, develop strategic responses as needed, and at own judgment. Partner with the Relationship Manager to assess and evaluate client needs and to create further client development opportunities; prepare recommendations for client development opportunities. Other such duties may be necessary to maximize client relationships. What You'll Bring Knowledge of principles and processes for providing customer and personal services, including customer needs assessment, meeting quality service standards, and evaluation of customer satisfaction. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. Understanding new information's implications for current and future problem-solving and decision-making. Managing one's own time and priorities to ensure the meeting of deadlines. The ability to communicate information and ideas in spoken or written form so that others will understand. Education & Experience Minimum Required: High School Diploma or Equivalent required. Minimum Required: 10 years of financial services experience. Licenses & Credentials Minimum Required: FINRA Series 7 & 63. FINRA Series 65 (66) may be required depending on the business coverage. Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, and Outlook. Compensation Range Salary: USD $71,300.00/Yr. - USD $106,800.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.

Opal Wealth Advisors, located in Jericho Long Island (NY) is seeking to add an outstanding Relationship Manager position to it's team of wealth management professionals. The intention of the Relationship Manager role is to: * to ensure that each client's experience with Opal Wealth Advisors is exceptional * to serve as the primary contact for all clients * to partner with the Advisory Team and Client Service Team to fulfill client needs and requests * to ensure lead financial advisors have the administrative resources to deliver the best client experience. Experience working in a financial services company, wealth management company, registered investment agency (RIA) is mandatory for this role. Communication skills must be incredible as well as the desire to be of service. No task is too much when it comes to serving our clients.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. 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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************

Join MAX Surgical Specialty Management, an innovative leader in the healthcare industry, as we embark on an exhilarating journey of growth and expansion! We are seeking a motivated and dynamic individual to join our Operations Management Team as Relationship Manager. What You'll Do: We are seeking a motivated and dynamic individual to join our Operations Team as a Relationship Manager. The ideal candidate will have a strong passion for building and maintaining relationships with key Internal and External Stakeholders, driving patient volume, and helping drive the growth of our practice(s) through strategic outreach efforts. As the Relationship Manager, you will play a pivotal role in expanding our patient base and enhancing our practice's reputation within the community. The successful candidate will be able to: Referral Relationship Generation:-Assist to develop and execute a comprehensive strategy to establish and nurture referral relationships with dentists, physicians, medical professionals, and other relevant stakeholders.-Regularly communicate with potential referring partners to foster strong connections and ensure a consistent flow of patient referrals.-Identify opportunities to collaborate on seminars, workshops, and events that educate referring partners about our oral surgery services. Community Engagement:-Represent the Company at local community events including health fairs, and professional networking gatherings to increase visibility and create awareness about our services.-Establish partnerships with local organizations, schools, and businesses to promote our practice and create a positive impact on the community. Marketing and Outreach Strategies:-Collaborate with marketing team to create and implement targeted marketing campaigns that highlight our practice's expertise and value proposition.-Utilize social media, email marketing, and other digital platforms to engage with potential patients and referring partners. Tracking and Analysis:-Monitor and analyze the effectiveness of outreach initiatives, referral sources, and marketing campaigns, adjusting strategies as needed to optimize results.-Provide regular reports to the Operations & Practice Management team, outlining key performance metrics and growth trends to identify areas for improvement or expansion. Relationship Management:-Foster and maintain strong relationships with referring partners, addressing their needs, concerns, and feedback to ensure a positive and productive collaboration.-Function as a liaison between the oral surgery practice and referring partners, facilitating open communication, and streamlined patient referrals.-Maintaining a deep understanding of the industry and the company's products/services that best suit the client's needs. -Perform any and all other duties as assigned What You'll Bring: -Bachelor's degree in business, Marketing, Communications, or a related field.-Proven history of developing and managing successful referral relationships within the healthcare, medical, or other industry.-Previous experience in the healthcare field; Oral Surgery a plus.-Strong verbal and written communication skills are essential for conveying complex ideas and building rapport with clients. -Must have valid driver license, reliable transportation and willing to travel up to 80%. -Strong networking abilities and a natural aptitude for building and maintaining professional relationships.-Initiative-taking and purposeful with the ability to work independently and as part of a team.-Proficiency in utilizing digital marketing tools and platforms. Perks of the Job: -Highly competitive salaries & annual performance bonus and compensation reviews annually-Competitive health insurance and benefits, including medical, dental, vision, disability, and more -401k retirement savings plan that includes employer match -Generous Paid Time Off, sick leave, and paid holidays -Advance your career growth with opportunities in the most extensive growing oral surgery practice in the Northeast About MAX Surgical Specialty Management: Established in September 2022 as the Northeast region's first oral and maxillofacial surgery-only specialty platform, MAX Surgical Specialty Management is a surgeon-led management services organization developed with clinical and surgeon autonomy at its core. Today, MAX supports surgeons across New Jersey, New York, Pennsylvania, Vermont and Connecticut, enabling practices to channel resources, skills and knowledge within the oral surgery specialty, leading industry advancements and delivering the highest standard of patient care. Surgeons have access to a curated network that allows them to collaborate with and work alongside a diverse pool of highly skilled peers who are leaders in their specialty. MAX safeguards surgeons' independence while offering robust support systems, access to advanced technology and opportunities for financial growth. Integrity-driven. Patient-focused. Experience the difference at **************** MAX Surgical Specialty Management is an equal opportunity employer committed to providing fair employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, veteran status, or any other legally protected characteristic. We welcome diversity and encourage applicants from all backgrounds. Our inclusive environment values and empowers every employee to contribute to our mission.

The Senior Manager, Client Strategy is a member of HRS's Client Strategy team and serves as a strategic partner to enterprise healthcare clients across the full customer lifecycle. In this role, you will work closely with clients to establish, grow, and optimize telehealth and remote patient monitoring programs that expand access to care and improve clinical and financial outcomes. You will act as the primary owner of assigned enterprise accounts, driving renewals, program expansion, and net revenue retention while building trusted relationships with executive, clinical, and operational stakeholders. Key Responsibilities * Serve as the primary point of contact for assigned enterprise client accounts * Own and manage client relationships across the full lifecycle, from implementation through renewal and expansion * Drive client growth, program expansion, and renewals * Lead and facilitate business reviews and ongoing strategic communications * Provide in-person and virtual training on HRS solutions, workflows, and best practices * Collaborate cross-functionally to advocate for client needs and resolve issues * Develop a deep understanding of client clinical workflows and operational models * Track customer goals, metrics, and outcomes to demonstrate program impact * Partner with clients on ROI and business insights using HRS reporting tools * Proactively identify upsell and expansion opportunities * Create and maintain documentation including implementation plans, meeting recaps, and client-facing materials * Travel as needed for in-person client meetings and implementations Requirements * 5-7 years of experience in account management, customer success, or a related role in enterprise healthcare * Strong verbal and written communication skills across phone, email, presentations, and in-person settings * Ability to communicate effectively with stakeholders at all levels, including C-suite executives and clinicians * Proven ability to work independently while managing complex client relationships * Strong organizational skills with the ability to adapt quickly and prioritize effectively * Service-oriented, results-driven, and client-focused mindset * Ability to manage client expectations and inspire confidence * Comfortable working cross-functionally with Sales, Product, Clinical, and Operations teams * Experience meeting sales-driven KPIs related to renewals and growth * Passion for healthcare innovation and improving patient outcomes * High attention to detail * Willingness to travel up to 25% of the time for client meetings and implementations * Comfort with Salesforce and Microsoft Office Suite What We Offer * Competitive salary commensurate with experience * Flexible hours and work environment * 100% paid medical plan * 12 weeks paid parental leave * Medical, dental, vision, disability, and life insurance options * Flexible spending accounts and commuter benefits * 401(k) savings plan with company match * Company-sponsored events and team activities * The opportunity to work with a collaborative, mission-driven team shaping the future of healthcare About HRS For over a decade, HRS has been at the forefront of the Remote Patient Monitoring landscape, delivering proven clinical and financial outcomes that have positively impacted over a million patients. Recognized as a leader in RPM since 2020, HRS has earned top rankings and industry recognition, including multiple KLAS awards for excellence in remote patient monitoring. Our mission is to put patients first by enabling care at home through clinically effective, scalable remote care solutions. By combining patient-centric technology, seamless logistics, and actionable insights, we empower healthcare organizations to deliver high-quality care across the full continuum. Our vision is to redefine healthcare delivery by enabling remote, home-based care for every condition and every patient-improving outcomes, lowering costs, and simplifying care transitions for providers and patients alike. Equal Opportunity Employer Statement HRS celebrates and supports diversity and is committed to creating an inclusive environment for all employees. We are proud to be an Equal Opportunity Employer and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, gender identity, age, disability, veteran status, or any other legally protected characteristics.

Inspira is a brand relationship agency. Did we make that up? Yes, yes, we did. But defining ourselves as a “full-service agency” just feels too generic. Instead, we focus on what people can expect every time they work with us: an integrated approach to cultivating deeper, long-term relationships between brands and consumers. The kind of relationships that don't just drive sales, but help create powerful, active communities and long-term loyalty as well. Because the truth is, brands aren't all that different from humans. The best ones are the ones people like getting to know better. So, join us in driving meaningful impact for our clients, one relationship at a time. Job Description The Manager, Client Leadership leads the day-to-day client relationship and directs the work required to deliver against client objectives. This role is responsible for translating goals into clear plans, aligning cross-functional teams, and managing expectations throughout the lifecycle of programs. Managers focus on quality, clarity, and outcomes - ensuring work is delivered effectively and relationships remain strong. Job responsibilities will include but are not limited to : Serve as the primary day-to-day client contact, leading status discussions, managing expectations, and guiding conversations through evolving business needs Translate client objectives into clear workplans, briefs, and priorities that guide internal teams Direct cross-functional teams across strategy, creative, and production to ensure aligned execution and on-time delivery Manage scopes, budgets, timelines, and resourcing, identifying risks early and proposing solutions Lead reporting and recap development, ensuring results, learnings, and recommendations are clearly communicated Identify opportunities to expand scope, improve engagement, and strengthen client partnerships Qualifications Bachelor's degree in Marketing, Business Administration, Communications, or a related field 6+ years' of experience in account management, client engagement, or integrated marketing within an agency or related environment Strong organizational and project management skills with the ability to manage multiple workstreams, deadlines, and priorities Clear, confident communicator with strong written and verbal skills, able to articulate direction, manage expectations, and guide client conversations Proven ability to translate client objectives into actionable plans and lead cross-functional teams through delivery Demonstrated financial acumen in managing scopes, budgets, timelines, and resourcing High attention to detail and commitment to accuracy across documentation, communication, and workflow processes Ability to build strong client and team relationships, foster collaboration, and contribute positively to team culture Manage administrative tasks with attention to meeting agency compliance guidelines and standards Additional Information We believe stronger relationships lead to stronger outcomes-not just in business, but also in the communities we serve. That's why since day one we've partnered with Alex's Lemonade Stand Foundation, donating a portion of our profits each year to fund pediatric cancer research. The base compensation range for this job classification is between $65,000.00-$100,000.00 annually. The determination of what a specific employee in this job classification is paid depends on a number of factors, including, but not limited to, prior employment history/job-related skills and qualifications, length of service and geographic location. This job classification is bonus eligible, with bonus potential subject to applicable bonus plan terms and conditions. This position offers incentive opportunities plus full benefits including Medical, Dental, Vision, 401k with match, PTO time and more! Inspira Marketing is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, national origin, citizenship, disability, genetics, pregnancy, protected veteran status or other characteristics protected by applicable federal, state, or local law. Inspira is committed to providing reasonable accommodations to qualified individuals with disabilities and for other reasons in the employment application and hiring process, in accordance with applicable law. To request an accommodation please contact [email protected] .