Customer Success Manager jobs at Renaissance Acquisition Holdings - 3846 jobs

The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses. Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose‑built procurement platform that provides a simple, consumer‑grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend. We have a world‑class team coming from category‑defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting‑edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us! Your Role We're looking for a Senior Customer Success Manager (equivalent to a technical account manager) to manage our rapidly growing enterprise customer base across all industries. As a Sr. CSM, you'll work closely with sales, implementation, engineering and product while also working with a variety of customer stakeholders. You will advise customers on how to transform the way they manage B2B purchasing across their business, creating immediate value and efficiency for employees through product adoption and enablement. This role is ideal for you if you enjoy being a product expert, creative problem solving, and want to work with a world‑class team and customers such as Coinbase, Snowflake, Toast, Northwestern Mutual, Notion, Canva, Samsara, Databricks, Miro, and many more. You Will Help our largest customers drive procurement success on the Zip platform. Define customer business outcomes and partner with our customers to deliver those outcomes on a continuous basis. Act as a trusted procurement advisor and thought partner to continuously educate and enable our customers on Zip's platform and procurement best practices. Identify champions and build relationships with key business stakeholders across Procurement, Finance, Legal, IT/Security, and Privacy/Compliance teams. Maintain high levels of customer engagement and satisfaction with a focus on customer adoption and loyalty. Manage customer health and hedge account risks based on data‑driven adoption metrics. Partner closely with product and engineering to translate business needs and requirements into new solutions for customers, while skillfully managing customer expectations. Train and empower customers to be product specialists to become increasingly self‑sufficient for their organization. Partner with the renewals team to achieve target GRR. Continuously improve Customer Success assets and processes. We're an early‑stage company, we want people who are excited to build and motivated to up‑level the status quo! Qualifications 8+ years of relevant work experience working in customer‑facing customer success, technical account management or strategic consulting organization. B2B SaaS experience in a high‑paced environment is a benefit. Procurement experience (procurement, sourcing, or vendor management background) and familiarity with procurement technologies such as ERP (Netsuite, Coupa, etc.), HRIS (Workday etc.), CLM, GRC, JIRA, ServiceNow workflow management tools. Excellent interpersonal skills and ability to establish quick rapport and trust with customers. Strong project management skills to manage a dynamic customer portfolio. Creative problem solver while being attentive to details. Business process‑oriented and ability to think about workflow efficiency (e.g. diagrams, conditionally based logic, etc.). Proactive team player that is able to identify process gaps and willing to jump in and help wherever needed (company, team, self mentality). Nice to Haves Payments software experience (invoicing, PO creation) and background working with CFOs, Controller, Accounts Payable / Accounts Receivable roles. Experience with SaaS workflow management tools (low code / no code configuration). Experience working in a top tier consulting firm or have an MBA. The salary range for this role is $130,000- $160,000 OTE. The salary for this position is determined based on a variety of job‑related factors that may include location, relevant experience, education, or particular skills and expertise. Perks & Benefits 📈 Start‑up equity 🦷 Full health, vision & dental coverage 🍽️ Catered lunches & dinners for SF employees 🚍 Commuter benefit 🚠 Team building events & happy hours 🌴 Flexible PTO 💻 Apple equipment plus home office budget 💸 401k plan We're looking to hire Zippers and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you! #J-18808-Ljbffr

Drive CB Insights' growth as part of our Customer Success team. The role you'll play: The CB Insights Senior Customer Success Manager (or as known at CB Insights, a Forward Deployed Strategist) is responsible for maintaining a portfolio of Accounts that include some of the world's leading Corporate Strategy and Innovation groups. Forward deployment means being embedded within the customer's strategy, helping them leverage our data and AI solutions to automate processes, unlock insights, and drive better decision-making. This position delicately governs customer relationships and consistently illustrates the value delivered through CB Insights' software & services. The Senior Customer Success Manager serves as the internal voice of the customer while working with other CB Insights' teams to exceed customer expectations. This individual's performance is based on specific metrics associated with customer on-boarding, product adoption, expansion & retention. About the Customer Success Team: Working on our team is unique mostly because of our amazing clients, the problems we are helping them solve, and our team's diversity. Every day our team speaks with the best and brightest people at Fortune 500 companies. Our clients are looking to us to help them solve interesting challenges on how some of the largest organizations in the world are adapting to emerging tech trends. Being a part of the CBI Customer Success team means being a part of that equation. The uniqueness of the CS Team is driven by our group's diversity. You can look around and you'll find very few people with similar backgrounds. We each bring our own story which creates a very special environment for creativity, fun, strategy, and success. Your Main Tasks: Actively serve a portfolio of assigned strategic accounts so that customers may achieve their positive business outcomes via CB Insights' software & services. Drive customer software engagement & development of power users across customer organizations on a personalized level and at scale. Own and maintain deep relationships with the Economic Buyers and senior level contacts within the portfolio of accounts. Design and manage account plans for assigned accounts. Collaborate with CB Insights' business development team to expand customer relationships outside of the active team(s), leveraging CB Insights. Own the commercial requirements for the renewals and growth for the assigned portfolio of accounts. Maintain communication & governance protocols across customer & CB Insights' teams. Effectively solve ad-hoc customer issues as needed. Bring to bear predictive renewal analytics to identify customer expansion opportunities & churn risks. Collaborate with Marketing to demonstrate customer communication campaigns. Provide continuous customer feedback to CB Insights' Product team. Stay current & educate customers on CB Insights' products, competitive landscape & innovation trends. Embrace & contribute to Customer Success team standard methodologies. What you bring to the table: B.S. or B.A. in business management, finance, economics or similar study. Validated results in prior role. At least 5 years of prior account management and/or customer success experience, preferably within enterprise software or SaaS. Expertise with Excel and CRMs, preferably Salesforce. Proficiency communicating data via Excel, Salesforce and other business intelligence tools. You will be successful here if you have: Real passion for serving customers. Desire to learn and maintain a point of view on the current landscape of technology trends especially GenAI. The ability to establish credibility with key customer decision makers & influencers. Strong verbal/written communication & presentation skills; extraordinary listening skills. Strong problem solving & analytical skills; formulates solutions that deliver real business value. Ability to recognize and maximize new business opportunities. Comfort with negotiation. Multi tasking down to a science; handling multiple accounts & assignments simultaneously. A commitment to exceed goals that is internal, constant & self-imposed. Please note this is a US-based role. In addition to base salary, this role is also eligible for commission. A little bit about our pay practices: Typically, we will hire at our Hiring Target, but actual starting pay may be based on several factors, including, but not limited to, market rate, the qualified pool of candidates, internal compensation, candidate experience, and budgetary constraints. Compensation $115,000-$125,000 USD What we're all about We're on a mission to advance the technology economy -- one driven by innovation, markets, and entrepreneurship. We believe a thriving technology economy powers a thriving society. By synthesizing, analyzing and visualizing millions of data points, we deliver a 360° view of the technology economy - powering the insights that buyers, sellers, investors, and advisors need. As a CBIer, you can expect to leverage generative AI to drive creativity, efficiency, and strategic decision-making. Our culture is infused with the spirit of exploration and experimentation - and AI is a catalyst for new ideas and breakthrough solutions. CB Insights Leadership Principles At CB Insights, everyone is expected to be a leader. These leadership principles are like an operating system for our culture. Use the principles as a practical guide to making decisions. We are what we repeatedly do. By living the principles outlined below, we will build an outstanding company and do insanely great work. Solve customer problems. It's our highest calling. Designing a product? Start from the customer problem it solves. Updating our sales process? Flip it around, and simplify the customer buying process. Think BIG! Start small. Great changes start with a first step. Find it. Take it. Build a system around what works. This is the secret to bringing a vision to life. Go and see with your own eyes. Meet the customer, use the product, talk to the field. Great systems aren't built from afar. Priorities: Choose one. Leaders give the gift of clarity. They find the most important thing and do it. Max power. Top speed. Danger zones: Bureaucracy. May the best ideas and execution win. Complexity. Leaders use frameworks and systems to simplify. No commitment. Leaders don't compromise just to get along. Debate. Disagree. But once a decision is made, commit. Leaving what's important unsaid or undone. No "circling back." Data informs. Insight transforms. Pull the thread. Ask why. Leaders are curious. They use what they learn to create clarity. Insist on excellence. Leaders set high standards and overcome obstacles. They do the kind of work they're excited to share with the world. Live off the land. Leaders creatively use resources already available to them - especially AI - to execute and automate their work. Good judgment. Leaders have it. Where it comes from: insight, listening, first-hand experience. How to apply it: carefully on big, hard to reverse decisions. Swiftly on limited, easy to reverse ones. Help others. Leaders know we're building this together. You'll want to work here if You are excited about how AI is transforming tech You are hungry for feedback and the chance to grow Your instinct is to work smarter not harder You love developing as a SME with a POV You are motivated by challenges and big ideas You believe in radical personal accountability You don't want to work here if: You are a tech pessimist Radical Candor is not your style You like to build big processes You stay @ the 30,000 foot view instead of digging into the details You prefer to operate in your comfort zone You expect to be judged by outputs instead of outcomes What we offer: Award-winning culture: recognized by Inc. and Built-in for leadership, career opportunity, and engagement Industry Insight: over 500k+ people follow our tech newsletter: sign up here Holistic compensation: cash, rich healthcare insurance benefits including PPO, HSA, and FSA options, multiple mental health resources, pet insurance, 401k match, annual education stipend, and generous paid time off. About our pay practices We believe in recognizing and rewarding excellence. Our commitment to fairness means that compensation decisions consider factors like qualification, location, internal equity, and market data. Our compensation philosophy goes beyond base salary. To align with your dedication and success, we offer total compensation as innovative as the work we do - this includes variable cash potential, 401k matching, flexible healthcare options plus mental health resources, professional development and education stipends, great PTO, and more. Equal Opportunity Employer: At CB Insights we know that innovation comes from collaboration, belonging, and diverse perspectives. We're proud to be an equal opportunity employer - all applicants are considered for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Job Summary: Builds and maintains relationships as point of contact for assigned key relationships for qualified defined contribution retirement plans utilizing our Record-keeping platform; resolves team escalations, documents procedures and identifies areas for process improvement. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Provides client support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communication Acts in a pro-active manner with assigned clients and builds relationships to ensure retention Works with Plan Sponsors, Brokers, Registered Investment Advisors, Trust Companies and other Third-Party Vendors, including auditors to respond to requests for specialized reports, communicate fund actions, consults on client inquiries and researches/resolves issues May participate in final Sales presentations as well as prepare and facilitate client/advisor meetings when needed Performs under pressure with minimal direction Meets competing deadlines in a very fast paced, dynamic and demanding environment with a high degree of urgency and accuracy Focuses on learning in everyday activities and events Collaborates with and openly shares knowledge with colleagues Regular, reliable, and punctual attendance Management Responsibilities (None) Required Education, Experience and Certificates, Licenses, Registrations * 5+ years of experience working in a related position in the retirement services sector * Strong MS Office skills to include Excel Preferred (but not required) education or skills for this role are * Bachelor's degree in a business related field or industry experience * DST experience Competencies Verbal and Written Communication Skills Independent Time Management Diplomatic Creative Problem Solver Integrity Analytical Thinker Resourceful Team Player Sound Judgment Results Driven Exhibits Personal Credibility Forward Thinking Planning and Organizing Project Management Travel: Up to 10% Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. 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. No associate is permitted to work at a location outside the United States for any length of time, except for approved business travel on a limited basis. Exempt Associates traveling outside the United States on personal travel or while on PTO may work on a limited basis (e.g., occasionally checking and responding to business-critical emails or dialing into business-critical meetings) from their personal devices but not from a company-provided computer. 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").

Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Client Service, Service Manager, Relationship Manager, Manager, Client Relations, Microsoft, Banking, Business Services

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

Manages and nurtures relationships with qualified defined contribution retirement plans using our recordkeeping platform. Serves as the primary point of contact for assigned relationships, addresses client escalations, documents procedures, and identifies opportunities for process improvement. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable people with disabilities to perform these essential functions. Provides client support and customer service for daily client inquiries through both verbal and written communication. Demonstrates a proactive approach with assigned clients, fostering relationships to ensure client retention and satisfaction. Collaborates with primary plan contacts, partners and advisors to respond to requests for specialized reports, consult on client inquiries, and research/resolve issues. Excels in high-pressure, fast-paced environments. Participate and engage in open knowledge sharing with colleagues. Provide clear participant guidance, employer communications, retirement education sessions, and collaterals. Must possess emotional intelligence and the ability to simplify complex retirement concepts to non-experts. Maintain employer relationships, understand organizational needs, tailor plan frameworks, and effectively resolve escalations or service gaps. MANAGEMENT RESPONSIBILITIES (NONE) REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS At least 3+ years of experience working in a related position in the retirement services sector Proven relationship management experience Demonstrated project management skills Solid MS Office skills to include Excel PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE * Bachelor's degree in a business-related field or industry experience * DST experience PROFICIENCIES Diversity and Inclusion Creative Problem Solver Proven fiduciary judgment and ethical decision-making Strong organizational skills with an ability to juggle compliance, communication, and operations Tech-savvy with ability to learn and manage recordkeeping platforms Confident communicator, both in writing and in-person presentations Collaborative mindset and ability to work with diverse stakeholders TRAVEL: Up to 10% OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or tasks that are required of the employee for this job. Duties, tasks and activities may change at any time with or without notice. The national average salary range for this role $60-80k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. 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").

WHAT IS THE OPPORTUNITY? CNB currently has a client set that are ultra-high net worth clients that will require additional white glove servicer, offers U.S. based clients and their advisors the personalized service of a dedicated premier servicing team and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs to encompass all mortgage servicing activities. This person is responsible for the day-to-day interaction with customers of the U.S. Wealth, Entertainment, and all other internal lines of business for premier wealth clients for issues our sub-servicer. They are the primary contact person providing proactive emails and calls will offer expert mortgage and servicing heloc expertise to provide consultative support to resolve operational questions, confusion, or issues that may from time to time arise within end-to-end servicing. Advises clients of the most effective combinations of products and services for their individual situation. Actively engages in meaningful conversations with clients to ensure that solutions are suggested and or provided that meet the ongoing business and operational needs. As the operational expert for the client, the Account Officer/Manager is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison with other internal departments to provide the operational excellence to clients. WHAT WILL YOU DO? * Coordinates the implementation of the service and operational functions necessary to ensure proper servicing of clients and the timely/accurate execution of any mortgage or HELOC servicing activities, issues, or inquiries * Acts as a liaison and owner of every escalation or issue between the advisors, their clients & internal departments to provide day-to-day support in responding to advisor and client inquiries and ensuring timely and accurate completion of operational/product activities. * Identify, track, and route new business inquiries or cross-selling opportunities to sales or the deposits team * Drive new project rollouts, regulatory change control, process updates, and ideas calls and research meetings to stay current on all Mortgage activities with champions from LOBs and RBC wealth, their advisors, and bankers with deck and training documentation prepation. * Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current * Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example * Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model * Be on call if we a weekend escalated matter requires acknowledgement or support outside of operating business hours and be willing to work overtime as needed * Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls * Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance * Provides customer service to clients by providing information, responding to inquiries, conducting research, and submitting and ensuring the completion of service requests * Maintains proficiency in all investment strategies, services, policies, and procedures to effectively respond to inquiries and complete service requests. Solve problems through a strong understanding of operational and firm processes. * Performs other necessary duties and participates in Firm projects assigned. * Self-starter who takes initiative to identify and complete tasks. Can handle multiple assignments and work in a fast-paced environment * Strong organizational skills including strong verbal and written skill set for complaint responses with concise summaries * Prepare executive level decks, reporting, overviews, and materials weekly/monthly/quarterly * Flexible and willing to perform other tasks as assigned * Meet the volume, SLA, and quality metrics including scorecard tracking and contact center metrics including average speed to answer, abandonment rate, and all other inbound outbound calling expectations * Ability adapt to changing scalable environment and willing to take on new initiatives and strategies * Travel as needed * Prepare weekly executive decks, monthly roll-up, and quarterly presentations to the executive leadership team as a required discipline. * Able to handle any adhoc service requests through solution or partner with another line for a warm hand-off * Be tied to productivity tracking, IVR, SLA, and quality metrics and ensure positive surveys are obtained. * Track through reporting or trackers all complaints needed for trending and follow through with remediation action steps or issues that may need to be raised * Take full ownership of any itemwhile having the ability to work with urgency and work through high stress levels from clients and high stress situations that need resolution * Maintain excellent working relationships with both internal and external partners * Adhere to any other requirements requested of the role not listed WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * 10 years of mortgage or banking experience * 10 years of mortgage servicing experience in a senior capacity * 5 years of Call center experience or of experience handling complaints, escalations, requests verbally with a client * 5 years' experience preparing executive level presentations and reporting * 5 years of experience working with high-net worth clients * Excellent leadership and written and verbal communication skills * Proficiency with excel, word, power point and Adobe *Additional Qualifications* * Experience with Black Knight Mortgage Servicing Package systems and products highly preferred * Strong organizational, research, analytical and problem solving skills * Working knowledge of mortgage servicing financial performance, metrics, Mortgage Servicing Rights valuations and forecasting * Good verbal and written communication skills * High attention to detail * A problem solver and critical thinker * Ability to handle multiple projects at the same time while prioritizing client escalations * Client obsessed self-starter with a friendly positive personality that can be firm when needed *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $37.97 - $60.64 per hour. Exact compensation may vary based on skills, experience, and location. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Manages and nurtures relationships with qualified defined contribution retirement plans using our recordkeeping platform. Serves as the primary point of contact for assigned relationships, addresses client escalations, documents procedures, and identifies opportunities for process improvement. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable people with disabilities to perform these essential functions. Provides client support and customer service for daily client inquiries through both verbal and written communication. Demonstrates a proactive approach with assigned clients, fostering relationships to ensure client retention and satisfaction. Collaborates with primary plan contacts, partners and advisors to respond to requests for specialized reports, consult on client inquiries, and research/resolve issues. Excels in high-pressure, fast-paced environments. Participate and engage in open knowledge sharing with colleagues. Provide clear participant guidance, employer communications, retirement education sessions, and collaterals. Must possess emotional intelligence and the ability to simplify complex retirement concepts to non-experts. Maintain employer relationships, understand organizational needs, tailor plan frameworks, and effectively resolve escalations or service gaps. MANAGEMENT RESPONSIBILITIES (NONE) REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS At least 3+ years of experience working in a related position in the retirement services sector Proven relationship management experience Demonstrated project management skills Solid MS Office skills to include Excel PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE * Bachelor's degree in a business-related field or industry experience * DST experience PROFICIENCIES Diversity and Inclusion Creative Problem Solver Proven fiduciary judgment and ethical decision-making Strong organizational skills with an ability to juggle compliance, communication, and operations Tech-savvy with ability to learn and manage recordkeeping platforms Confident communicator, both in writing and in-person presentations Collaborative mindset and ability to work with diverse stakeholders TRAVEL: Up to 10% OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or tasks that are required of the employee for this job. Duties, tasks and activities may change at any time with or without notice. The national average salary range for this role $60-80k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. 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").

Manages and nurtures relationships with qualified defined contribution retirement plans using our recordkeeping platform. Serves as the primary point of contact for assigned relationships, addresses client escalations, documents procedures, and identifies opportunities for process improvement. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable people with disabilities to perform these essential functions. Provides client support and customer service for daily client inquiries through both verbal and written communication. Demonstrates a proactive approach with assigned clients, fostering relationships to ensure client retention and satisfaction. Collaborates with primary plan contacts, partners and advisors to respond to requests for specialized reports, consult on client inquiries, and research/resolve issues. Excels in high-pressure, fast-paced environments. Participate and engage in open knowledge sharing with colleagues. Provide clear participant guidance, employer communications, retirement education sessions, and collaterals. Must possess emotional intelligence and the ability to simplify complex retirement concepts to non-experts. Maintain employer relationships, understand organizational needs, tailor plan frameworks, and effectively resolve escalations or service gaps. MANAGEMENT RESPONSIBILITIES (NONE) REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS At least 3+ years of experience working in a related position in the retirement services sector Proven relationship management experience Demonstrated project management skills Solid MS Office skills to include Excel PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE * Bachelor's degree in a business-related field or industry experience * DST experience PROFICIENCIES Diversity and Inclusion Creative Problem Solver Proven fiduciary judgment and ethical decision-making Strong organizational skills with an ability to juggle compliance, communication, and operations Tech-savvy with ability to learn and manage recordkeeping platforms Confident communicator, both in writing and in-person presentations Collaborative mindset and ability to work with diverse stakeholders TRAVEL: Up to 10% OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or tasks that are required of the employee for this job. Duties, tasks and activities may change at any time with or without notice. The national average salary range for this role $60-80k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. 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").

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Service Manager, you will support Private Wealth relationship management and business development efforts by delivering exceptional service to clients and prospects. You'll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with internal teams to ensure seamless execution. This role involves managing day-to-day client communications, processing operational requests such as wires and address changes, and ensuring documentation and transactions align with regulatory and internal standards. You'll also support Relationship Managers by preparing materials, tracking client activity, and contributing to a consistent and high-quality client experience. How you'll succeed Deliver high-touch service: Manage onboarding, account openings, and operational support with precision and professionalism. Communicate effectively: Serve as a main point of contact for clients, internal partners, custodians, and service teams-ensuring clear, responsive, and proactive communication. Ensure operational excellence: Process wires, address changes, and other account updates accurately and within required timelines. Support your team: Assist Relationship Managers with materials, tracking, and reporting that enhance client relationship development and retention. Problem-solve and follow through: Research and resolve client inquiries in a timely, thoughtful, and professional manner. Who you are Educational background: You have a bachelor's degree (preferred). Industry experience: You have 3-5+ years of experience in asset management or a comparable industry (e.g., investment consulting, wealth management). Prior Private Wealth account management experience is preferred. Client service expertise: You've worked in a client service role in the brokerage, investment advisory, or financial services industry and understand the needs of high-net-worth clients. Strong communicator: You possess excellent verbal and written communication skills, with the ability to interact professionally across all levels of the organization. Detail-oriented and organized: You can manage multiple priorities and deadlines in a fast-paced environment while ensuring accuracy. Collaborative and independent: You work well in a team setting but can also take initiative and work independently with minimal supervision. Technically proficient: You're skilled in Microsoft Office applications, including Excel, and are comfortable working with internal platforms and systems. What you need to succeed Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and Adobe Acrobat. Strong analytical skills with the ability to quickly grasp financial and investment concepts. Excellent organizational and prioritization skills to manage time-sensitive tasks efficiently. Flexibility to work in a hybrid role with required weekly in-office attendance based on business needs. California residents - your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $68,000 - 85,000 for the Chicago, IL market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members. Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process. This position does not offer visa sponsorship. #LI-TA What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact ********************************** You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location IL - 181 W Madison Employment Type Regular Weekly Hours 40 Skills Active Listening, Budget Preparation, Client Service, Customer Experience (CX), File Maintenance, Interpersonal Communication, Presentation Preparations

Tax Senior Manager, Private Client Services Job Description The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Job Duties: Reviews basic to complex individual and other tax returns Identifies and performs research when needed and reports and documents the analysis and findings Interacts directly with clients and their advisors Communicates with supervisors, engagement team and clients the status of projects Assists with administrative responsibilities including billing and cash collection activities, recruiting, attendance and participation in CPE activities and training Manages client engagements, supervises, and reviews work of team members Demonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client engagements and current tax developments Identifies tax planning and consulting opportunities Participates in and initiates business development and networking activities Manages and monitors key performance indicators (KPI's) as established by the business line Involves firm specialists and other business lines to increase cross service opportunities Other duties as required Supervisory Responsibilities: Supervises develops and trains employees Supervises associates, senior associates and managers on all projects Reviews work prepared by associates and senior associates and provides review comments Trains others on how to use all current software tools and PCS methodology Schedules and manages workload of associates and senior associates Acts as a Career Advisor to associates and senior associates Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, required Master's degree in Accounting or Taxation, preferred Addition Juris Doctorate (JD) or Master of Laws (LLM) in Taxation, preferred Experience: Seven (7) or more years of public accounting and private client services experience, required Public accounting experience working in the private client area, preferred License/Certifications: CPA or Licensed Attorney, required CFP or Masters in Tax, preferred Software: Experience with Gosystems and BNA Tax Planner, preferred Experience with the Microsoft Office Suite, preferred Language: N/A Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Detailed oriented Strong analytical, research and critical thinking skills Solid organizational skills, especially the ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously Ability to interact effectively with people at all organizational levels of the firm Basic knowledge of fundamental accounting, finance and tax principles General accounting knowledge and basic to intermediate tax knowledge General understanding of financial planning concepts Ability to effectively delegate work Capable of effectively developing and maintaining client relationships Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolution to clients Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $146,000 - $200,000 Colorado Range: $120,000 - $185,000 Maryland Range: $152,000 - $188,000 NYC/Long Island/Westchester Range: $175,000 - $205,000 Washington Range: $150,000 - $200,000 Washington DC Range: $156,000 - $200,000 About Us Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: Welcoming diverse perspectives and understanding the experience of our professionals and clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities *Benefits may be subject to eligibility requirements. Locations One Bush Street, San Francisco, CA, 94104, US 53 300 Park Avenue, San Jose, CA, 95110, US #J-18808-Ljbffr

Head of EMEA and APAC Client Solutions-Investment Management, Alternatives page is loaded## Head of EMEA and APAC Client Solutions-Investment Management, Alternativeslocations: London: Zurichtime type: Full timeposted on: Posted Yesterdayjob requisition id: JR0000056**Firm Overview:**Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit .** Summary:**Position Overview: The Head of EMEA and APAC Client Solutions is a strategic leadership role and a key member of the Global Client Solutions Leadership team. This individual is responsible for driving revenue growth and market expansion and overseeing client engagement efforts in the EMEA and APAC regions. This role leads the development and implementation of business develop strategies together with practice leadership and manages teams responsible for all phases of the prospect and client journey in the regions. They will work closely with the Global Client Solutions team to ensure a seamless client experience and contribute to the development of new client opportunities.**Job Description:****Key Responsibilities:****Strategic Leadership & Revenue Growth:*** Develop and implement the regional business development and client engagement strategy in alignment with global objectives.* Work with the EMEA and APAC GCS team and Sales Operations to identify areas of development and growth ensuring alignment with the company's growth and client service goals.* Foster a culture of excellence, collaboration, and innovation within the team.**Client Engagement:*** Establish and maintain a robust client engagement framework with appropriate resources across practice areas to enhance the client experience throughout the client life cycle.* Collaborate with investment teams, PIM, CIT and Legal & Compliance to ensure client-centric solutions and services.**Business Development & Market Expansion:*** Lead all pipeline-building activities, including lead generation, qualification, and conversion strategies within the EMEA and APAC regions.* Identify and pursue new market opportunities, emerging client segments, and innovative business channels.* Foster and manage strategic partnerships to enhance market reach and drive business growth**Operational Excellence:*** Streamline regional operations in collaboration with marketing, onboarding, and investment teams.* Champion a data-driven approach to improve processes and client outcomes.**Collaboration & Communication:*** Work closely with the Global Head of Client Solutions, sales operations, regional marketing and regional practice heads to ensure alignment and consistency in client solutions while retaining regional nuance and regulatory awareness.* Communicate effectively with internal and external stakeholders to promote the company's vision and objectives.**Qualifications:*** Bachelor's degree in Business, Finance, Marketing, or a related field; MBA or advanced degree preferred.* 15+ years of progressive experience leading a senior sales or client engagement function within the financial services industry with a data-driven culture.* Strong leadership skills with a track record of building and managing high-performing teams.* Excellent strategic thinking and problem-solving abilities.* Demonstrated ability to drive growth and innovation in a competitive market.* Strong communication and interpersonal skills.* Ability to work collaboratively across global teams and functions.* Multilingual preferred**Reporting Line:**This role reports directly to the Global Head of Client Solutions.Employees of Cambridge Associates Ltd. or an affiliated firm, are prohibited from employment or other association with any company, organization, business, or other entity that is involved in any way with the securities or financial services industry except for those entities that are directly affiliated with Cambridge Associates Ltd. Employees are prohibited from acting as a Trustee or Director of, or accepting a similar position of responsibility with, any entity that is a client of or directly affiliated with a client of Cambridge Associates Ltd. or any of its affiliated companies without prior written consent from the Chief Compliance Officer of Cambridge Associates Ltd. Employees are prohibited from serving on the investment or finance committee of any company or organization with investable funds, or likely to develop investable funds, without prior written consent from the Chief Compliance Officer of Cambridge Associates Ltd. If applying for the role, you need to inform the Recruiter if there are any potential conflicts with the above.The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.Since our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.### Get in TouchIntroduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment. Our work helps our clients do good in the world, and we embrace the opportunity to contribute to their positive impact. #J-18808-Ljbffr

A leading global investment firm is seeking a Head of EMEA and APAC Client Solutions to drive revenue growth and oversee client engagement across regions. Candidates should have over 15 years of experience in senior sales roles within the financial services sector, strong leadership and strategic skills, and prefer multilingual abilities. This role involves collaborating with global teams and implementing client-centric strategies to enhance the overall client experience. #J-18808-Ljbffr

A leading accounting firm is seeking a Tax Senior Manager to provide tax compliance and consulting services for high net worth clients. The successful candidate will be responsible for managing client engagements, supervising team members, and identifying tax planning opportunities. Ideal candidates will have a Bachelor's degree in Accounting, CPA certification, and over 7 years of relevant experience in public accounting and private client services. This role offers competitive salaries and opportunities for significant professional growth. #J-18808-Ljbffr

CoreVest Finance is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental properties. The Relationship Manager will be responsible for sourcing new credit line and term loan customers via direct outbound efforts as well as through responding to inbound inquiries. Relationship Managers will work with other team members to support customers throughout the loan process, from initial inquiry to closing. Essential Functions and Responsibilities: Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors and other groups across the real estate community Attend and professionally represent CoreVest at conferences and industry events Proactively contact potential and existing customers through phone calls, email and in-person meetings Evaluate the merits and risks of potential credit line and term loan transactions Prepare term sheets and summary analysis of potential transactions Perform cashflow based underwriting for term loans as well as narratives/conclusions regarding the suitability of potential transactions Periodically produce brief and topical marketing blogs sponsored by CoreVest Meet or exceed quarterly/annual individual production targets Regularly log customer interaction in CoreVest's Salesforce CRM platform Assist underwriting and other deal team members as needed Minimum Requirements: Bachelor's Degree 2 years of experience in one or more of the following areas: commercial banking, specialty finance, residential or commercial loan originations Must have experience in Business Purpose Lending (RTL and/or DSCR) Hands-on approach with track record of driving results Exceptional interpersonal and relationship building skills Strong financial background with analytical and numerical proficiency Must be proficient in Excel, other Office products (or equivalent) and CRM platforms (ideally Salesforce) Ability to balance personal resourcefulness and individual drive in a team-based environment Willingness to travel Why work for CoreVest? Named IMN's 2025 Lender of the Year, recognized for excellence and leadership in the industry Backed by Redwood Trust, offering long-term stability, trust, and certainty of execution A true lifecycle lender with a broad, diversified product suite that supports growth at every stage Competitive pricing and flexible, customizable loan solutions that help you win and retain clients Direct access to Capital Markets and Underwriting for faster decisions and smarter collaboration Dedicated marketing support designed to drive real leads and close more deals A reasonable estimate of the compensation range for this role is $150,000-$250,000 (base + commission). The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

A global consulting firm in Boston is seeking a Manager for its Acquisition Advisory team. This role involves managing client service accounts, supervising teams, and leading engagement workstreams. Ideal candidates will possess a Bachelor's Degree, 5 years of relevant experience, and an active CPA or equivalent credential. The position offers a salary range of $99,000 to $232,000, along with comprehensive benefits and an annual discretionary bonus. #J-18808-Ljbffr

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. The Global Client Group (GCG) sits within Global Merchant and Network Services (GMNS) and serves American Express' largest and most complex global merchants, across retail, online and travel-related industries. Our vision is to be the indispensable partner of choice for our merchant customers to facilitate global commerce. Our mission is to drive business growth and deliver superior business and financial results through delivering premium value, excellence in service, and increased customer engagement through innovative solutions. As a Senior Client Manager in GCG, reporting to the Vice President, Global Client Group Online, you will be responsible for managing a portfolio of strategic online partners across technology, digital advertising, business services as well as developing a global strategy and account initiatives to drive growth with this dynamic set of clients. This is an excellent opportunity for a self-motivated individual who is interested in further developing general management and business development skill sets while working with some of the world's leading companies in an environment where innovation and new thinking is highly valued and encouraged. **Key Responsibilities:** * Develop a deep understanding of client business models, strategy and priorities and manage the end-to-end global client relationship, as well as developing holistic strategies which deepen American Express' profitability, relevance, and engagement with these strategic clients. * Drive & expand charge volume globally in new regions/channels and uncover business transformational opportunities that deliver against mutual objectives. * Collaborate with a broad range of key business partners such as Pricing, Finance, Risk, Legal and Operations across American Express, to create profitable deal constructs, value levers and pricing scenarios for use in Card Acceptance & related contract negotiations. * Partner with global payments consulting and servicing teams to proactively resolve operational challenges. * Identify opportunities to drive tangible merchant value leveraging Enterprise capabilities. * Create global account plans; including partnering with international client managers to develop regional specific strategies that drive mutually beneficial results. * Open doors to C-suite and key decision makers establishing value of American Express acceptance and creating buy-in on business building opportunities. **Minimum Qualifications:** * Experience in client management required - expertise in payments and B2B experience a plus * Strong executive presence with a track record in developing relationships at all levels to sell-in transformational initiatives * Excellent influencing and collaboration skills, internally and externally * Strong strategic thinking, analytical and problem resolution skills * Proven ability to drive results in a highly complex and dynamic external marketplace * Experience negotiating client agreements and contracts * Demonstrated project management skills and the ability to seamlessly multi-task and reprioritize * Ability to develop and implement creative solutions to marketing, financial, operational, and other business problems * Team player who enjoys working in a fun, smart, fast-paced, and dynamic environment * Excellent oral/written communication and presentation skills a must * Thrives in an ambiguous environment and quickly changing external marketplace * Bachelor's degree required * Candidate must reside in or be willing to relocate to the Greater NYC Metro area **Qualifications** Salary Range: $103,750.00 to $174,750.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions **Job:** Sales **Primary Location:** US-New York-New York **Schedule** Full-time **Req ID:** 26000504

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. The Global Client Group (GCG) sits within Global Merchant and Network Services (GMNS) and serves American Express' largest and most complex global merchants, across retail, online and travel-related industries. Our vision is to be the indispensable partner of choice for our merchant customers to facilitate global commerce. Our mission is to drive business growth and deliver superior business and financial results through delivering premium value, excellence in service, and increased customer engagement through innovative solutions. As a Senior Client Manager in GCG, reporting to the Vice President, Global Client Group Online, you will be responsible for managing a portfolio of strategic online partners across technology, digital advertising, business services as well as developing a global strategy and account initiatives to drive growth with this dynamic set of clients. This is an excellent opportunity for a self-motivated individual who is interested in further developing general management and business development skill sets while working with some of the world's leading companies in an environment where innovation and new thinking is highly valued and encouraged. Key Responsibilities: Develop a deep understanding of client business models, strategy and priorities and manage the end-to-end global client relationship, as well as developing holistic strategies which deepen American Express' profitability, relevance, and engagement with these strategic clients. Drive & expand charge volume globally in new regions/channels and uncover business transformational opportunities that deliver against mutual objectives. Collaborate with a broad range of key business partners such as Pricing, Finance, Risk, Legal and Operations across American Express, to create profitable deal constructs, value levers and pricing scenarios for use in Card Acceptance & related contract negotiations. Partner with global payments consulting and servicing teams to proactively resolve operational challenges. Identify opportunities to drive tangible merchant value leveraging Enterprise capabilities. Create global account plans; including partnering with international client managers to develop regional specific strategies that drive mutually beneficial results. Open doors to C-suite and key decision makers establishing value of American Express acceptance and creating buy-in on business building opportunities. Minimum Qualifications: Experience in client management required - expertise in payments and B2B experience a plus Strong executive presence with a track record in developing relationships at all levels to sell-in transformational initiatives Excellent influencing and collaboration skills, internally and externally Strong strategic thinking, analytical and problem resolution skills Proven ability to drive results in a highly complex and dynamic external marketplace Experience negotiating client agreements and contracts Demonstrated project management skills and the ability to seamlessly multi-task and reprioritize Ability to develop and implement creative solutions to marketing, financial, operational, and other business problems Team player who enjoys working in a fun, smart, fast-paced, and dynamic environment Excellent oral/written communication and presentation skills a must Thrives in an ambiguous environment and quickly changing external marketplace Bachelor's degree required Candidate must reside in or be willing to relocate to the Greater NYC Metro area Salary Range: $103,750.00 to $174,750.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Client Relationship Manager, (CRM), you play an essential and impactful leadership role that informs the daily operational success of the local branch. You are the first point of contact at the branch and will work cross-functionally with other branch team members and partners across the firm to deliver exceptional experiences for our clients. You will assist the Branch Manager and sales/support staff with meeting our clients' needs, resolving customer escalations, helping to deepen both internal and external client relationships, and acting as the Branch Manager in their absence. Your responsibilities also will include coordinating and maintaining the branch paperwork and operations flow, as well as implementing, training, and supporting new processes adopted by the firm. This is a role where you can bring your passion for mentorship and developing client service professionals to a firm that will value your contributions and champion your growth. What you have Required qualifications Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 63 license required A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment) 3+ years' experience with customer service 3-5 years in a security/financial services capacity Preferred qualifications Notary 2+ years' experience in a management/supervisory capacity Outstanding written and oral communication skills Previous experience in a direct client-facing role Strong financial acumen, especially regarding brokerage regulations and rules that govern client accounts Demonstrated experience handling client concerns and issues with tact and diplomacy Ability to work independently and effectively as part of a team, while prioritizing multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance