Relationship manager jobs in Wilmington, DE

At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team. Primary responsibilities include Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. Provide exceptional, high-touch client experiences. Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. Leverage Salesforce CRM to track activity. Measures of Success include Growth in net new investment assets in collaboration with Wealth Partners. Growth in new deposits including checking, savings, and CD balances. Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. A minimum of two licenses required: SIE, Series 6, 7, 63, 65, or 66 licenses, and Life and Health, Accident Insurance Licenses. Additional licenses can be obtained within a specific timeline upon hire. Demonstrated success in a client-centric, initiative-taking sales environment. Experience establishing and maintaining relationships with clients and internal partners. Knowledge of industry regulatory requirements to ensure a sound control environment. Excellent written and verbal communication skills. Compensation Salary and opportunity to earn Incentive compensation. Salary is commensurate with experience. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F; potential Saturday hours #LI-JH1 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

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

Account Manager - Client Growth & Relationship Focused Employment Type: Full-time, Salaried At Entech, we believe digital transformation starts with people. That's why our approach goes beyond tech-we combine strategy, implementation, and human-centric thinking to solve real business challenges for our clients. We're looking for a strategic, relationship-focused Account Manager to join our company. In this role, you'll drive growth within both new and existing client organizations-building trust, uncovering needs, and delivering solutions that move the needle. If you're energized by deep client engagement and long-term partnerships, this is the opportunity for you. What You'll Do: Build and manage long-term client relationships with a focus on strategic growth Identify and pursue new opportunities within both current client organizations and potential new ones Present tailored IT consulting solutions that address real business challenges Collaborate with internal delivery teams to ensure high-quality execution Act as a strategic advisor-helping clients think ahead and solve emerging issues Monitor client satisfaction and proactively suggest improvements Who You Are: A relationship-builder who earns trust and drives value over time Proven track record of growing accounts and expanding client relationships Skilled at navigating complex organizations and influencing decision-makers Experienced in IT delivery or a business role closely aligned with IT services Strategic and entrepreneurial-you own your book of business and always look for growth Consultative, creative, and naturally client-focused Comfortable balancing relationship expansion with proactive business development What You Bring: 6+ years of relationship management experience with Fortune 1000 clients Background in IT delivery or a business function tied to IT solutions Demonstrated success growing accounts across multiple business units or functions Strong negotiation and stakeholder management skills Ability to create and present custom-fit solutions for diverse client needs Bachelor's degree required What We Offer: Medical, Dental, and Vision coverage 401(k) benefits Paid Time Off (PTO) A full-time, salaried role based onsite/hybrid at our Malvern, PA office A collaborative, entrepreneurial environment where your impact is recognized

WHO WE ARE: Neiman Marcus is a leading luxury retailer that provides a curated product assortment, unparalleled services, and exclusive activations for customers in Pursuit of the Extraordinary . It is known for creating the Neiman Marcus magic through exceptional customer experiences including the Neiman Marcus Awards, Fantasy Gifts, seasonal campaigns, and “Retail-tainment” initiatives. Neiman Marcus has a rich history as a brand builder, bringing together the world's top luxury designers and customers to foster a dedicated following for generations. It serves customers across its 36 stores, digital channels, and through remote selling. It is part of Saks Global's portfolio of world-class luxury retailers and real estate assets. YOU WILL BE: At Neiman Marcus, we are committed to delivering a best-in-class luxury experience through exceptional service, curated product, and personalized relationships. We are seeking a Sales Manager who will be responsible for the sales experience of the Neiman Marcus King of Prussia Jewelry department , facilitating partnerships across functions, driving team towards goals, and leveraging team skills to build a customer-driven sales experience, all while being a steward of Neiman Marcus. WHAT YOU WILL DO: Drive towards the achievement of maximum sales and growth following company vision and values in partnership with other functional leads for department Oversee all aspects of merchandise and communications with merchant and vendor partners (e.g., presentation, returns, and damages) Contribute to strategic goals for the store and set priorities by department Review business with applicable Buyers for department and discusses action plans to produce positive results Establish plans and strategies in partnership with Client Development Lead(s) Develop understanding of and analyze internal and external customer behaviors, trends, and preferences, adjusting processes and standards accordingly (e.g., focus programs) Plan and complete departmental budgets and ensures guidelines are being followed to minimize operating expenses and maximize revenue Support audit compliance to enforce department and stockroom controls, as applicable Manage people, product and placement, and sales promotion within department WHAT YOU WILL BRING: 3-5 years of experience in luxury retail, business strategy, planning, or sales operations-preferably within a high-performing, client-centric environment Deep understanding of luxury service standards and the business of clienteling Strong analytical skills with a proven ability to translate data into insights and action Proficient in Excel and retail reporting tools Highly organized, self-directed, and comfortable in a fast-paced, evolving environment Strong communication and partnership-building skills, with a collaborative and solution-oriented mindset Discreet and professional with the ability to support elite sellers and clients YOUR LIFE AND CAREER AT NEIMAN MARCUS: Opportunity to work in a dynamic fast paced environment at a company experiencing growth and transformation Exposure to rewarding career advancement opportunities across the largest multi-brand luxury retailer from retail to distribution, to digital or corporate Comprehensive benefits package for all eligible full-time employees (including medical, vision and dental) An amazing employee discount SALARY AND OTHER BENEFITS: The [starting salary/hourly rate] for this position is between [$75,000-$90,000annually]. Factors which may affect starting pay within this range may include market, experience and other qualifications of the successful candidate. [This position is also eligible for [bonus] [long-term incentive compensation awards].] Benefits: We offer the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, basic life insurance, supplemental life insurance, disability insurance, and a variety of additional voluntary benefits (such as critical illness, hospital and accident insurance). Thank you for your interest with Saks Global. We look forward to reviewing your application. Saks Global is an equal employment opportunity employer and is committed to providing reasonable accommodations to applicants with disabilities.

Citco is a global leader in fund services, corporate governance and related asset services with staff across 80 offices worldwide. With more than $1 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients' needs. For more information about Citco, please visit ************* About Mercator by Citco Mercator by Citco is the pioneer of Global Entity Portfolio Management services. Our centralized client service infrastructure means we are able to provide end-to-end support in over 180 jurisdictions worldwide. The majority of our clients are multinational corporations with anywhere upwards from 50 legal entities. They include Fortune 1000, Global 2000 and industry leaders based globally, and covering major business sectors. For more information about Mercator by Citco, please visit **************** Your Role: * Reporting to a Manager based in our global office in Vilnius, Lithuania, you will maintain and develop multiple business relations with clients, Citco offices, law firms and other third parties. * You will help to scale commercial registered agent service in Delaware, maintain necessary accesses, relationships, identify potential clients and successfully develop these business relationships into new clients in US. * You will plan and execute a cohesive business development campaign to maximize the US portfolio from existing international and potential new clients. * You will lead the client servicing and clients accounts within the scope of assigned clients portfolio ensuring that all client queries and requests are processed and coordinate all activities to deliver services: portfolio division, reporting, invoicing, client relationship management, etc. * You will assign, draft, review and file documents and forms drafted for all stages of company lifecycle, i.e. from company incorporation through to dissolution, for clients in various jurisdictions in North America and abroad in accordance to legal requirements with agreed deadlines. * You will perform and/ or monitor statutory state and federal filings with authorities for portfolio of clients. * You will coordinate with junior colleague to conduct due diligence, order certified documents, conduct lien searches, complete UCC filings. * You will assist in coaching and developing team members for their individual advancement and for the benefit of the team. * You will continuously review and make recommendations for improvements to the existing processes and procedures. * You will follow changes in law in all US states which may impact service delivery and ensure that international and/or industry specific legal requirements are met. * You will act as a contact for urgent client matters in the North American time zone, when other global offices are off-line. * You will assist with migration and on boarding of clients. About You: * You have 5- 10 years relevant experience of providing services in corporate law field, entity management, due diligence and corporate maintenance. * You have a Degree in Law from an accredited law school (preferred) or a Bachelor's Degree or paralegal certificate from an approved ABA program. * You have solid experience in providing registered agent service to corporate clients or corporate maintenance services with good understanding of requirements applicable to such service and relevant processes. * You have experience working with large multi-national clients. * You have working experience in client servicing and project management (international exposure is an asset). * You have ability to manage multiple priorities in a fast paced environment. * You are a self-starter, and have the ability to work independently and understand when to escalate. * You have strong attention to detail, analytical, problem solving and communication skills. * You have experience in coaching and developing others. * Notary Public commission would be an advantage. Our Benefits Your well-being is of paramount importance and central to our success here at Citco. Citco offers a comprehensive and competitive total rewards package to support your career success and personal needs. Your base salary will be determined by several factors such as the role, experience, skillset, market conditions, etc. Furthermore, qualifying positions can participate in an annual discretionary bonus pool based on company profitability and individual contributions. Our comprehensive benefits package includes medical, dental, and vision coverage, short and long-term disability benefits, a retirement savings plan, tuition reimbursement, mental health and wellness support, parental leave, and more. Additional details about our total rewards package will be shared during the hiring process. At Citco, we take pride in fostering an inclusive culture by prioritizing the hiring of people from diverse backgrounds. Our culture is a source of pride and strength, fostering innovation, mutual respect, and collaboration. We warmly welcome and encourage applications from people with disabilities. If you require any accommodations to make our recruitment process more accessible for you, please let your recruiter know. As an equal opportunity employer, Citco adheres to making all employment and personnel decisions without discriminating based on race, color, creed, religion, sex, physical disability, mental disability, age, marital status, sexual orientation, citizenship status, national or ethnic origin, or any other protected status. We believe that an inclusive workforce not only enriches our company but also drives us towards greater success. Please note that this job description is not intended to be all-inclusive. Our employees may perform other job-related duties as needed to meet the ongoing needs of our organization.

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts. Section 2: Job Functions, Essential Duties and Responsibilities * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Consistently demonstrate a superior level of proactive client focus and team work. * Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth. * Develop strong working relationships with daily client contacts. * Provide ownership for the resolution of issues escalated by clients and financial professionals. * Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments. * Review existing book of business to identify plan retention and create strategy for non-elite advisors. * Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies. * Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services. * Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services. * Lead and/or participate in projects that create additional value for existing relationships. * Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet. * Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage key relationships across these platforms. * Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Bachelor's degree in business or related fields, or equivalent work experience * Minimum of 7 years' experience in retirement services industry or related field is preferred * Minimum of 5 years' prior experience with direct client/client equivalent relationships within a financial services administrative environment * Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred * Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment * Excellent analytical and problem solving skills * Ability to work with a high level of independence * Must be detail oriented and be able to produce high quality work within tight time constraints * Ability to make sound business judgments while effectively balancing client needs and organizational considerations * Excellent written and oral communication skills, including group presentation experience. * Proficiency with Microsoft Office products including Excel, Word and PowerPoint * Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments * Demonstrated project management skills * Ability to travel as required Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

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

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

Are you a passionate and results-oriented commercial banking professional seeking a dynamic environment to leverage your expertise? We're seeking a seasoned Commercial Relationship Manager (CRM) to join our growing Business Banking team. In this pivotal role, you'll play a key role in driving commercial loan growth while building strong client relationships and fostering new deposit opportunities. What You'll Do: * Client Acquisition & Growth: Develop a network of Centers of Influence (COIs) and leverage existing relationships to identify and acquire new business members with revenue between $5-$25 million. Focus on securing loan opportunities with strong deposit potential. * Trusted Advisor: Become a financial expert for your members, understanding their needs through in-depth financial analysis and proactively recommending solutions across Citadel's product suite (loans, deposits, etc.). * Commercial Credit Expertise: Utilize your strong credit analysis skills to evaluate loan applications, structure deals, and manage credit risk, ensuring all member relationships meet strict compliance standards. * Cross-Selling & Revenue Growth: Identify and leverage cross-selling opportunities to deepen client relationships and drive profitable business growth by exceeding loan, deposit, and fee income goals. * Community Engagement: Be a visible and active in the local business community, fostering relationships and identifying potential business members. * Partnership Focus: Collaborate effectively with internal teams (credit, deposit solutions) and external partners (COIs) to deliver a comprehensive 360-degree client experience. Who You Are: * Proven track record of originating and closing commercial loans within a competitive environment. * Minimum of 7-10 years of experience in commercial banking, with a strong understanding of credit analysis and risk management. * Excellent communication and presentation skills, with the ability to build strong relationships with business owners and decision-makers. * Deep understanding of commercial banking products and cash management, including deposit solutions. * Proven ability to develop and leverage strategic partnerships. * Active and engaged member of the local business community. Why Citadel? At Citadel, you'll join a team passionate about helping local businesses thrive. We offer a competitive compensation and benefits package, along with opportunities for professional development and career advancement. Responsibilities * Become a product expert: Know Citadel's offerings inside and out, including competitor products. * Build relationships: Network with influencers to bring in new business. * Be active in the community: Represent Citadel and find opportunities locally. * Understand client needs: Analyze financial data to identify member goals. * Deliver exceptional service: Regularly review client relationships and provide solutions. * Grow client business: Recommend products and close deals to reach revenue targets. * Mentor colleagues: Train and develop less experienced branch staff and relationship managers. * Close deals: Actively listen, present solutions, and secure member agreements. This is a hybrid position. It is expected that a Commercial Relationship Manager will come to work at Citadel HQ - a minimum of 4 of the 5 days a during a work week. The one day flexed is at the Commercial Relationship Manager's discretion. If a Commercial Relationship Manager needs the flexibility to adjust their schedule for early or late Member appointments/business networking attendance those appointments should be preset and on the Commercial Relationship Manager's calendar. Qualifications and Education Requirements * Undergraduate degree in business/related field or equivalent work experience. * 5 to 10 years commercial lending and deposit experience. * Formal commercial lending credentials such as (CFI, RMA, or Moody). * 10 plus years demonstrated sales and business development experience with proven results. * Excellent customer service skills. * Excellent verbal and written communication skills and Excellent presentation skills. * In depth knowledge of financial products and banking regulations. * Demonstrated experience with and expertise in analyzing and comprehending personal and commercial financial statements. * Extensive experience and in-depth knowledge of commercial deposits, lending, and small business operations. * Proficient in personal computer applications - PC (MS Windows and Office Products), Client Experience Desktop. Performance Measurements Performance is based on the Citadel corporate scorecard as well as departmental and individual goals. Work Environment This position will be in an office environment with most work done on a computer. Some events may take place outdoors. Reasonable accommodations will be provided. Physical Demands The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee will regularly lift and/or move up to ten pounds. The employee will regularly sit; talk; hear; use hands to finger, handle, or feel; and reach with hands and arms. The employee will occasionally stand. Special vision requirements include close vision and the ability to adjust focus. The noise level in the work environment is usually moderate. Travel to local and, on occasion out-of-town, meetings and events is required.

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

At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career. Join Us as a Corporate Advisory & Banking Relationship Manager BBH is recruiting a Corporate Advisory & Banking Relationship Manager in our Philadelphia office to join our Capital Partners line of business. You will be responsible for building the Firm's relationships with privately owned businesses and their owners in the Mid-Atlantic region. By working with private business owners, their employees and other advisors, BBH develops, maintains and grows multi-generational relationships with successful families. As a Corporate Advisory & Banking Relationship Manager, you will build a robust internal and external network to support business development. You will be the fulcrum of the relationship with private business owner clients, identifying opportunities for BBH to assist them by providing advice and capital. You will have the opportunity to approach each client and prospect as a generalist on issues of strategic importance to private business owners, such as mergers and acquisitions, exit opportunities, capital structure, capital markets, commercial lending, private equity, corporate governance, and industry insights. In all cases, you will take a long-term, strategic perspective in order to become a trusted advisor to these private business owners. In many situations, it will be important to recognize issues at the intersection of the private business and the family, helping owners navigate governance, business and wealth succession. In order to be successful, you will need to work closely with the other BBH Capital Partners teams that deliver the various client solutions. With the help of the Corporate Lending team, you will originate new corporate credit opportunities. While the Corporate Lending team is responsible for underwriting the credit and managing the portfolio of existing credits, you will have primary responsibility for the overall client relationship. Similarly, through your business development efforts with private business owners you will originate new opportunities for BBH's private equity team to invest capital. You will also identify opportunities to introduce private business owners to BBH's Multi-Family Office services such as private wealth investment advisory, trust & estate planning, and philanthropic advisory. In summary, the nature of the position and BBH's broad product and service offering enables you as a Corporate Advisory & Banking Relationship Manager to take an entrepreneurial approach to creating invaluable long-term relationships with private business owners. Key Responsibilities Include: Business Development Establish and deepen relationships with owners and financial staff of privately held businesses using a corporate finance advisory perspective. Market the BBH PB value proposition and entire suite of BBH services, including lending, private wealth management, and private equity. Evaluate new strategic credit opportunities. Convert prospect relationships to clients of PB. Build a broad network of intermediaries, industry contacts and influencers. Relationship Management Deepen relationships with existing clients such that BBH becomes a trusted advisor to the owners using a corporate finance mindset. Develop relationships with existing clients' financial staff and provide support for other Relationship Managers in enhancing the overall relationship. Grow revenue from all PB sources for existing clients. Convert lending and advisory relationships to wealth management relationships. Credit and risk management Ensure the highest standard of credit administration by working with CAB Analysts to provide thorough credit analysis. Work with CAB associates to ensure thorough and timely credit agendas are prepared, proper documentation is maintained and required financial information is received. Qualifications: BA/BS MBA or CFA preferred, but not required 10+ years' financial services experience, preferably in corporate lending, corporate finance or mergers and acquisitions Broad and deep corporate finance and capital markets knowledge/training Knowledge of financial markets Knowledge of the M&A/capital raise process Interpersonal maturity, confidence, and poise Experience with financial statement analysis and modeling Strong organizational and written/oral communication skills What We Offer: A collaborative environment that enables you to step outside your role to add value wherever you can Direct access to clients, information, and experts across all business areas around the world Opportunities to grow your expertise, take on new challenges, and reinvent yourself-without leaving the firm A culture of inclusion that values each employee's unique perspective High-quality benefits program emphasizing good health, financial security, and peace of mind Rewarding work with the flexibility to enjoy personal and family experiences at every career stage Volunteer opportunities to give back to your community and help transform the lives of others We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us. We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development-so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice-creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often-pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours. Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

Why Great Gray? At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. The Role Great Gray is looking to add a Senior Relationship Success Manager to our Relationship Success Team . The Senior Relationship Success Manager is responsible for managing and nurturing asset manager relationships to ensure smooth onboarding, satisfaction, retention, and the achievement of business growth. They act as the primary point of contact for asset manager clients working closely with sales, marketing, operations, legal, compliance and other departments to ensure client needs are met. The Relationship Success Manager plays a key role in driving client retention, engagement, and growth by ensuring clients derive maximum value from the company's offerings. Location This position will can work from our Wilmington, DE office. Great Gray currently supports a hybrid work model with 4 days onsite in the office and 1 day remote. Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer. Responsibilities Build and maintain strong, long-term relationships with asset manager clients. Serve as the primary point of contact for assigned clients, handling inquiries, concerns, and providing solutions to client needs. Understand clients' goals, challenges, and business needs to offer proactive solutions and ensure satisfaction. Oversee the onboarding process, ensuring clients successfully client experience Facilitate large institutional onboardings with asset manager, operations, legal and external parties Conduct Quarterly Business Reviews with asset managers focused on servicing client needs and growing business Address and resolve any issues, complaints, or escalations, ensuring timely resolutions and maintaining a positive relationship with clients. Support internal teams on new fund launch process, coordinating with asset manager throughout the process Execute communication plans with asset managers on new processes, enhancements, and changes Partner with sales, marketing, and key accounts manager on sales execution strategies Regularly check in with clients to ensure their needs are met and they are satisfied with the services provided. Maintain up-to-date records on client interactions, account health, and service usage through CRM tool. Complete other related duties as assigned Qualifications & Experience Bachelor's degree and a minimum of 7 years of related experience or in lieu of a degree, a combined minimum of 11 years higher education and relevant experience Specific financial services experience working with/supporting asset managers and record keepers; narrow experience in the defined contribution market is a huge plus Strong communication and interpersonal skills Excellent problem-solving and conflict-resolution abilities Ability to manage multiple accounts and priorities in a fast-paced environment. Proficient with CRM tool (e.g., Salesforce) Intermediate to advanced Microsoft Office/365 skills Business/technical writing skills Project management skills Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively. Comfortable navigating ambiguity. Entrepreneurial mindset to bring best practice ideas to the team. Exhibits our Great Gray attributes: Results-Driven, Innovative, Resilient, and Decisive. Benefits We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are: Be an integral part of an early-stage, high-growth organization! Hybrid work environment Competitive compensation package including 401(k) with elective and non-elective match opportunities Lifestyle spending allowance program Medical, Dental, Vision Insurance Employer-paid life and disability insurance Generous and well-deserved, paid time off program Company Background Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $185 billion in CIT assets, across more than 700 funds. We proudly work with 75 subadvisors, including leading firms such as Alliance Bernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James. CITs are more than just an investment vehicle. They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401Ks. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront. Great Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market. Madison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023. As a result, Great Gray is an independent company owned by funds affiliated with MDP. Investor Background MDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $28 billion and has completed over 150 platform investments. MDP invests across five dedicated industry verticals, including basic industries; business and government software and services; financial and transaction services; health care; and telecom, media, and technology services. Equal Employment Opportunity Policy Great Gray, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.

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

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

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

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

Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of varying complexity and importance, including all administrative, operational and risk management activities for GCM transactions. Serves as main point of contact with the client and internal and external service partners to follow short and long-term strategies to achieve sustainable earnings growth and compliance with Bank and Division strategic plans. Manages daily administration of assigned transactions, including delivering exceptional service to clients, ensuring all internal controls are satisfied. Works with internal partners as appropriate. Primary Responsibilities: Monitor relevant administrative and operational systems, databases and activity related to accounts of moderate to significant intricacy, complexity and level of risk, to ensure accounts are setup and operating within established policies, procedures and guidelines. Review, analyze and provide comments to counsel related to negotiation and drafting of operative documents and agreements for assigned accounts. Coordinate activities related to monitoring risks and ensuring regulatory compliance for assigned accounts with Legal, Risk, Compliance and/or Audit as required. Research and resolve issues related to control and client service aspects of assigned accounts in a timely manner to maintain customer satisfaction, working with appropriate internal and external resources as required. Work with external parties, including attorneys, financial advisors, interested parties and alliance/service partners, to structure and close GCM transactions in a timely manner. Complete various account administration activities of moderate to significant intricacy, complexity and risk including, timely cash flow execution and fee billing, internal and external reporting and tickler processing. Participate, along with GCM Sales, in sales calls to current and prospective clients, either in-person or over the phone and prepare fee proposals to support new business opportunities. Evaluate fees for suitability and conformance with fee schedules. Partner with Fee Billing to monitor and timely collect aged receivables. Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business including representing GCM at transaction closings, attending and chairing client meetings and presentations and preparing relevant documentation to support the attraction, retention and expansion of client relationships. Identify areas, based on transaction knowledge and fees charged, where revenues can be increased by charging additional fees when services change; advise management of these opportunities. Implement approved fee increases, fee discounts and waivers as identified or instructed and per established controls and procedure. Provide coverage and support for other Relationship Mangers within assigned Section/Unit as required by absence. Represent GCM and/or lead departmental projects and Corporate initiatives on a periodic basis. Assist management with the development and operation of business products and processes. May supervise and/or mentor less experience associates. Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Education and Experience Required: Bachelor's degree and a minimum of 2 years' client service experience in Global Capital Markets products or markets, OR in lieu of a degree, A combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' client service experience in Global Capital Markets products or markets High level of proficiency with personal computers as well as pertinent software Prior experience reading, analyzing and interpreting legal documents Prior experience calculating amounts such as discounts, interest, commissions and percentages Familiarity with corporate structures, relevant laws and regulations Proven problem-solving skills Strong verbal and written communication skills Strong analytical skills Education and Experience Preferred: CCTS (Certified Corporate Trust Specialist) certification Working knowledge of pertinent specialized internal software applications Managerial or leadership experience Demonstrated sense of ownership in jobs or projects M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $87,073.45 - $145,122.42 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationWilmington, Delaware, United States of America

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

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. Position Summary: The Associate Client Manager - Certificates position is responsible for the issuance of insurance certificates and auto id cards for clients in the construction sector. This role includes communication directly with Client Management teams and Clients. Principal Responsibilities: 1. Enters appropriate certificate information in an accurate and timely manner. 2. Evaluates compliance of certificates compared to contractual requirements. 3. Interfaces with account managers via email and phone calls regarding certificate of insurance coverage questions and/or required policy documentation when needed. 4. Resolves or reports problems encountered immediately, including unreadable data, unacceptable data, equipment malfunctions and any other problems to the appropriate individual. 5. Receives and responds to client inquiries in a prompt and courteous manner. 6. Manage various client specific certificate portals. 7. Provides assistance to other departments as needed. 8. Proficiently perform phone and email follow-up work. 9. Performs other related duties as assigned. Knowledge, Skills and Abilities Requirements: Strong analytical, research and problem-solving skills High attention to detail and organization Strong verbal and written communications skills Customer relations and previous customer service experience preferred Ability to multi-task and work effectively in a fast-paced team environment Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture Education/Experience: High School Diploma or equivalent is required. College Degree and P&C License are desirable -- New Jersey Property Casualty Insurance License required to advance to other areas within The Baldwin Group License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment. IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.