Senior Relationship Manager remote jobs

WHAT IS THE OPPORTUNITY? Responsible for managing complex audits and supervising auditors assigned to the audit in one of the following areas:The bank's financial and operational audits to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT audits including network, databases, operating systems, information security applications, security administration and business continuity planning. Compliance audits assessing the bank's compliance program to ensure processes are adequately designed and functioning effectively to meet regulatory requirements. Data Analytics supporting the continuous improvement of audit methodologies, audit approach and related practices with particular emphasis towards collaboration with key partners, leveraging the use of information analytics, business intelligence, data mining and other enabling approaches, technologies and tools. What you will do Assists with the development of audit budget estimates for respective area of focus. Assists with the development of the annual risk assessment and audit plan Leads and performs continuous monitoring activities periodically for the area assigned Maintains ongoing relationships with management of auditable units Tracks and manages audit resources to meet the audit budget and audit plan mandates. Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). Completes all required training. Acts as a role model/mentor to lower level Auditors Enhances and maintains morale of the audit staff Performs on-the-job training of lower level auditors Evaluates and provides performance feedback to lower level auditors Reviews work of others and provides technical training as necessary to enhance lower level auditors' performance Participates in interviews and evaluations of new applicants. Keeps informed of new services, products and events that have a significant business and technology affect. Keeps abreast of changes in the business, regulatory, and accounting and control environments in which City National Bank operates, especially for audit areas assigned. Must-Have Bachelor's Degree or equivalent Minimum of 7 years of audit experience CPA - Certified Public Accountant CPA, CIA, CISA, or CFA Skills and Knowledge Must possess strong managerial, organizational, and verbal and written communication skills. 6 + years of required experience in the Treasury space with Liquidity and/or IRRBB risk management coverage within a financial institution Experience in a bank regulatory environment, handling regulatory issues (MRIAs/MRAs) and/or regulatory expectations Experienced in managing and mentoring staff Excellent writing and communication skills Strong project management skills Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. 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. Get an inside look at our Benefits and Perks . ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami. In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit . EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at . These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Blink Health is the fastest growing healthcare technology company that builds products to make prescriptions accessible and affordable to everybody. Our two primary products - BlinkRx and Quick Save - remove traditional roadblocks within the current prescription supply chain, resulting in better access to critical medications and improved health outcomes for patients. BlinkRx is the world's first pharma-to-patient cloud that offers a digital concierge service for patients who are prescribed branded medications. Patients benefit from transparent low prices, free home delivery, and world-class support on this first-of-its-kind centralized platform. With BlinkRx, never again will a patient show up at the pharmacy only to discover that they can't afford their medication, their doctor needs to fill out a form for them, or the pharmacy doesn't have the medication in stock. We are a highly collaborative team of builders and operators who invent new ways of working in an industry that historically has resisted innovation. Join us! The Opportunity: We are actively seeking a dedicated Partner/Client Relationship Manager with a focus on strategic account management and experience working with pharmacies. In this pivotal role, you will be responsible for managing relationships with our pharmacy network, emphasizing proactive account management, supply chain optimization, and adherence to service level agreements (SLAs). You will be responsible for: Supply Chain Optimization: Collaborate closely with suppliers to identify and proactively mitigate potential issues in the supply chain. This includes addressing inventory disruptions, pricing concerns, and routing challenges. Point of Contact (POC): Serve as a point of contact for day-to-day matters, including direct purchase agreements, order-related inquiries, and regular business reviews (WBRs/MBRs). SLA Definition and Management: Ensure adherence Service Level Agreements (SLAs) with pharmacy partners, monitoring performance and taking corrective actions as necessary. Contract Management: Manage administration of contracting with a focus on optimizing supply chain efficiency and fostering positive, long-term partnerships. Issue Resolution: Proactively identify and address any challenges or concerns faced by clients, working collaboratively with internal teams, particularly Revenue/Growth, Product, and Engineering to find effective solutions. Collaboration with Internal Teams: Work closely with internal teams, including Revenue/Growth, Product, Engineering, Patient Services, Finance and Legal teams, to ensure seamless onboarding and ongoing collaboration with pharmacy partners. SOP Development: Develop relevant internal and external SOPs to reflect market best practice, partnering with internal stakeholders and providing direction to our external pharmacy partners. A successful applicant will fit the following criteria: Analytics & Account Management Experience: Minimum of 6 years of experience in management consulting, operations/program management experience, and/or strategic account management at a high-growth startup (pharmacy experience and/or healthcare tech experience is preferred). Supply Chain Expertise: In-depth understanding of supply chain dynamics, with the ability to identify and address potential issues proactively. SLA Management: Experience in defining, implementing, and managing Service Level Agreements with an emphasis on performance monitoring. Communication Skills: Strong verbal and written communication skills, with the ability to convey complex information clearly and concisely. Results-Oriented: Track record of achieving and surpassing strategic account management targets. Adaptability: Ability to thrive in a dynamic and fast-paced environment, adapting to changing priorities. Why Join Us: It is rare to have a company that both deeply impacts its customers and is able to provide its services across a massive population. At Blink, we have a huge impact on people when they are most vulnerable: at the intersection of their healthcare and finances. We are also the fastest growing healthcare company in the country and are driving that impact across millions of new patients every year. Our business model not only helps people, but drives economics that allow us to build a generational company. We are a relentlessly learning, constantly curious, and aggressively collaborative cross-functional team dedicated to inventing new ways to improve the lives of our customers. We are an equal opportunity employer and value diversity of all kinds. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

If you excel at solving your clients' 401(k) problems, you deserve better than a job that is just “okay”. Do you want the flexibility and convenience of working from home? Are you looking for a position with career advancement opportunities? Are you tired of working insane overtime? If so, Administrative Fiduciary Services (AFS) may have a position for you! Overview of the Position: Administrative Fiduciary Services is looking to fill fully remote Client Relationship Manager positions. We will provide you with a home office set-up including a computer and a phone. We offer a great work experience for our remote employees! What AFS Offers You: This position supports a great work-life balance with a 37.5-hour work week, generous PTO, and overtime pay. We also financially support professional designations and offer regular, recurring, professional training. We offer a competitive compensation package including medical insurance, dental insurance, disability insurance, life insurance, a 401(k) plan, and an HSA. What You will Be Doing: Maintaining client and advisor relationships with a high client retention rate Maintaining a caseload of about 90 - 110 full-service partner level clients Managing and prioritizing workload towards weekly goals in a results-oriented team environment Working with other TPAs, recordkeepers, and advisors to ensure a great client experience Performing work according to AFS policies and procedures Consulting with clients regarding plan operation and design Identifying and assisting in resolving issues related to plan administration Monitoring recordkeeper message boards Monitoring notice deadlines and ensuring notices are distributed timely Reviewing and approving participant transactions Reviewing annual non-discrimination testing Reviewing and electronically filing the Form 5500 and other government forms About You: Five or more years of 401(k) plan administration experience Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing NIPA credential, ASPPA credential, or a 4-year college degree Excellent written and verbal communication skills Excellent time management, organizational skills, and ability to multi-task Ability to proactively and independently manage a book of business High level of critical thinking Committed to lifelong learning and coachable Must have a clean background check (including a clean credit history check) Compensation and Benefits: Base Salary $70,000 - $95,000 Salaried, non-exempt Medical, dental, disability, and life insurance Paid time off 401(k) plan with employer match Work Location/Hours: Work from home Must work from USA and be authorized to work for any US employer We will supply all necessary computer equipment 37.5-hour work week You may choose a start time between 7:30 am and 8:30 am Click Here to review our Privacy Policy

Note: This is a remote opportunity. Start a new career as a Client Relationship Manager with Procare HR! At Procare HR, we're on a mission to transform workforce outcomes for care providers through our industry-focused HR services model. We offer comprehensive HR services, including payroll processing, benefits administration, workers compensation management, and general HR support. Our core values drive our culture, emphasizing positivity, curiosity, accountability, gratitude, and growth. Why choose Procare HR? Salary is $75,000 - $90,000/year | Credit given for experience Great Benefits Available This is a fully remote opportunity with occasional travel requirements How you will make an impact: As a Client Relationship Manager at Procare HR, you'll be the primary point of contact for your clients, managing their accounts, overseeing data and services, and ensuring they have the support they need. This position assists our clients in maximizing their UKG and HR systems, helping to ensure that they are able to streamline their operations. Suppose you have experience in benefits technology, HRIS systems, and payroll administration, and you're eager to apply that expertise in customer engagement. In that case, this role might be the perfect fit for you! What You'll Bring: Bachelor's degree in business administration, Human Resources, or a related field. Minimum of 3 years of experience in client or account management role. Minimum of 3 years of experience HR functions such as payroll administration, benefits technology, or HRIS systems. 2 years of experience in senior living. Proficiency in HRIS platforms, including UKG Ready. Proficiency in CRMs (especially Salesforce) to manage customer data and projects. Experience in PEO/HR Shared Services (Preferred). Benefits Available: Health insurance with company paid premium for employee only coverage FSA and HSA options available Company paid dental insurance for employee only coverage Company paid life insurance Company paid short- and long-term disability insurance A 401K plan with company match and safe harbor contribution Paid Time Off Additional ancillary benefits including Vision, Critical Illness, Voluntary Life/AD&D, and Accident Join us in reshaping the future of HR services! To apply, please complete the required questionnaire. We accept applications on a rolling basis. We are an Equal Opportunity Employer and are committed to a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, age, national origin, ancestry, disability, medical condition, genetic information, marital status, veteran or military status, citizenship status, pregnancy (including childbirth, lactation, and related conditions), political affiliation, or any other status protected by applicable federal, state, or local laws. We are committed to providing an inclusive and accessible recruitment process. If you require accommodations during the interview process, please let us know. Reasonable accommodations will be provided upon request to ensure equal opportunity for all applicants. Applicants may be subject to a background check. Employees in this position must be able to satisfactorily perform the essential functions of the position. If requested, this organization will make every effort to provide reasonable accommodations to enable employees with disabilities to perform the position's essential job duties. As markets change and the Organization grows, job descriptions may change over time as requirements and employee skill levels evolve. With this understanding, this organization retains the right to change or assign other duties to this position. E-Verify Participation Procare HR participates in E-Verify. This employer will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each new employee's Form I-9 to confirm work authorization.

The Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the Director, Client Relationship. The Client Relationship Manager works alongside the Director, Client Relationship to learn the role, with a gradual increase in responsibility as appropriate. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by /Role." Key Duties and Responsibilities Monitors government filings and current government regulations that may affect the operations of the Company or the client. Facilitates client meetings, including minute-taking and recording key actions from board meetings. Manages contracts and documentation including client financial statements, Summary Plan Descriptions, benefit communications, and other documents at the direction of client and fund counsel. Collation of monthly financial reports from the Finance Team and appropriate due diligence of outputs. Supports the Director, Client Relationship in managing all aspects of the client relationship and account-related activities with assigned client(s). Understands and remains current on account strategy and specific needs of the assigned client(s), and is responsible for maintaining the compliance calendar for each assigned client. Conducts board meeting pre-alignment including collation of Administrative Reports for board meetings. Provides account management support by conducting research needed for issue resolution. Acts as the secondary liaison between the Boards of Trustees, and Professionals of the Benefit Funds with Zenith Operations Staff. Supports the Director, Client Relationship in the facilitation of participant engagement, for example, via external retirement seminars. Supports the Director, Client Relationship in all aspects of the vendor relationship, including analysis and reporting for vendors and third parties. Maintains communications and effective working relationships. Prepares and edits correspondence, presentations, and reports, including complex Excel files, meeting notes, and other documents for internal use or distribution to clients or vendors. Responds to requests from clients, government agencies, unions, participants, attorneys, consultants, and auditors; acts as liaison between internal departments and clients. Coordinates invoices and expense reports with the accounting department for clients or vendors and ensures timely processing. Performs other duties as assigned. Minimum Qualifications Education Associate's degree in a business-related field. Skills Excellent verbal and written communication skills, including interpersonal and presentation skills. Ability to communicate effectively with all levels of an organization. Highly developed sense of professionalism, maturity, integrity, and commitment to customer satisfaction. Exceptional team player with the confidence and integrity to earn the confidence of the client(s) and the internal team quickly. High motivation, ability and willingness to learn. Ability to exercise independent judgment, manage multiple priorities, and consistently deliver high-caliber results. Strong decision-making and organizational skills with the ability to optimize the use of all available resources and deliver on multiple priorities. Proficient PC skills including Microsoft Word, Excel and Outlook skills. PowerPoint experience preferred. Other Ability and willingness to travel as necessary. Preferred Qualifications Bachelor's of Business Administration degree. Experience working in client relationship management. Professional experience working with Taft-Hartley clients and plan professionals. Experience working in a healthcare environment or third-party administrator. Working knowledge of Customer Relationship Management software or systems such as Salesforce or Smartsheet. Knowledge of third-party administrator operations and Taft Hartley organizations. *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 of this job. Duties, responsibilities and activities may change at any time with or without notice. Working Conditions/Physical Effort Prolonged periods of sitting at a desk and working on a computer. Regular travel throughout multiple states. May be required to work remotely. Must be able to lift up to 15 pounds at times. Disability Accommodation Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at ******************************, and we would be happy to assist you. Zenith American Solutions Real People. Real Solutions. National Reach. Local Expertise. We are currently looking for a dedicated, energetic employee with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day. Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before. We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We're always looking for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American! We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more!

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.

Porch Group is a leading vertical software and insurance platform and is positioned to be the best partner to help homebuyers move, maintain, and fully protect their homes. We offer differentiated products and services, with homeowners insurance at the center of this relationship. We differentiate and look to win in the massive and growing homeowners insurance opportunity by 1) providing the best services for homebuyers, 2) led by advantaged underwriting in insurance, 3) to protect the whole home. As a leader in the home services software-as-a-service (“SaaS”) space, we've built deep relationships with approximately 30 thousand companies that are key to the home-buying transaction, such as home inspectors, mortgage companies, and title companies. In 2020, Porch Group rang the Nasdaq bell and began trading under the ticker symbol PRCH. We are looking to build a truly great company and are JUST GETTING STARTED. Job Title: Client Relationship Manager Location: United States Workplace Type: Remote Job Summary The future is bright for the Porch Group, and we'd love for you to be a part of it as our Client Relationship Manager. We are looking for a motivated team member to manage and lead execution for client relationships. You will be directly responsible for ensuring the satisfaction and loyalty of our current customer base and for expanding our base by converting new clients into long-term relationships. You will be responsible for providing a range of services throughout the full customer lifecycle, from technical pre-sales support through implementation and post deployment production support. You will be responsible for understanding customer requirements and ensuring our solutions meet these requirements. The ideal candidate has premier client service experience with a talent for sales support and operations; a professional who balances customer-focus with a results-driven mindset. What You Will Do As A Client Relationship Manager Works closely with Client Development team to support accounts. Upsell and cross sell within current customer portfolio in consultation with the Client Development team when appropriate Identify, develop, and recognize new opportunities for expanding existing customer solutions and ensure ongoing adoption PGM services. Understands and can effectively articulate the PGM portfolio of products and services to clients. Demonstrates an understanding of clients' business as well as their goals and requirements. Communicates regularly with clients to continuously monitor the health of the relationship. Resolves client challenges by investigating problems and developing solutions that meet or exceed expectations. Marketing program production oversight, including tasks such as building audiences, managing self-service platforms, developing timelines and communicating program requirements to clients. Managing audience creation and user experiences across digital marketplaces. Liaisons with internal departments to ensure the timeliness, accuracy, and quality of deliverables. Provides professional after-sales support including reporting, analysis, forecasting and invoicing that enhance the customer experience. Handles automated or transactional usage reporting and forecasting in MS Dynamics. Documents the operations, timeline, and delivery of projects and opportunities. Embraces company's culture and drives to achieve month, quarterly, and annual budget goals What You Will Bring As A Client Relationship Manager · Aptitude and experience in current and trending direct and digital marketing channels · Experience with digital marketplace management functions · Outstanding knowledge of MS Office programs and MS Dynamics CRM software · Excellent communication/presentation skills (Ability to seamlessly participate in discussions with business and technical leadership and grow relationships at all levels of an organization). · Excellent verbal and written communication, both in person and virtual presentation skills. · Excellent organization and time-management skills. · Strong work ethic and high personal standard of quality. · Ability to work independently and to collaborate effectively across functions as part of a team in a matrixed environment. · Brings professionalism, positive energy, and enthusiasm to the team. Genuinely enjoys working with clients on complex projects. Has a heart of service to their team and their assigned client portfolio. · Goal oriented, flexible thinker. Embraces change as an opportunity for improvement; not satisfied with status quo. · Project management experience, with the conceptual ability to visualize project life cycle. · Proactively proposes solutions that drive projects forward and independently identifies opportunities for improvement. · Excel at navigation and leveraging multiple technical platforms to execute tasks. The application window for this position is anticipated to close in 2 weeks (10 business days) from October 2nd, 2025. Please know this may change based on business and interviewing needs. At this time, Porch Group does not consider applicants from the following states for remote positions: Alaska, Arkansas, Delaware, Hawaii, Iowa, Maine, Mississippi, Montana, New Hampshire, and West Virginia. What You Will Get As A Porch Group Team Member Pay Range*: $52,500 - $70,000 Annually *Please know your actual pay at Porch will reflect a number of factors among which are your work experience and skillsets, job-related knowledge, alignment with market and our Porch employees, as well as your geographic location. Our benefits package will provide you with comprehensive coverage for your health, life, and financial wellbeing. Our traditional healthcare benefits include three (3) Medical plan options, two (2) Dental plan options, and a Vision plan from which to choose. Critical Illness, Hospital Indemnity and Accident plans are offered on a voluntary basis. We offer pre-tax savings options including a partially employer funded Health Savings Account and employee Flexible Savings Accounts including healthcare, dependent care, and transportation savings options. We provide company paid Basic Life and AD&D, Short and Long-Term Disability benefits. We also offer Voluntary Life and AD&D plans. Both traditional and Roth 401(k) plans are available with a discretionary employer match. Headspace is part of our employer paid wellbeing program and provides employees and their families access to on demand guided meditation and mindfulness exercises, mental health coaching, clinical care and online access to confidential resources including will preparation. Brio Health is another employer paid wellbeing tool that offers quarterly wellness challenges and prizes. LifeBalance is a free resource to employees and their families for year-round discounts on things like gym memberships, travel, appliances, movies, pet insurance and more. Our wellness programs include flexible paid vacation, company-paid holidays of typically nine per year, paid sick time, paid parental leave, identity theft program, travel assistance, and fitness and other discounts programs. #LI-ED1 #LI-Remote What's next? Submit your application and our Porch Group Talent Acquisition team will be reviewing your application shortly! If your resume gets us intrigued, we will look to connect with you for a chat to learn more about your background, and then possibly invite you to have virtual interviews. What's important to call out is that we want to make sure not only that you're the right person for us, but also that we're the right next step for you, so come prepared with all the questions you have! Porch is committed to building an inclusive culture of belonging that not only embraces the diversity of our people but also reflects the diversity of the communities in which we work and the customers we serve. We know that the happiest and highest performing teams include people with diverse perspectives that encourage new ways of solving problems, so we strive to attract and develop talent from all backgrounds and create workplaces where everyone feels seen, heard and empowered to bring their full, authentic selves to work. Porch is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances. Porch Group is an E-Verify employer. E-Verify is a web-based system that allows an employer to determine an employee's eligibility to work in the US using information reported on an employee's Form I-9. The E-Verify system confirms eligibility with both the Social Security Administration (SSA) and Department of Homeland Security (DHS). For more information, please go to the USCIS E-Verify website.

Job Title: Remote Client Relationship Advocate Hourly Pay: $24 - $28/hour We are seeking a dedicated Client Relationship Advocate to join our remote team. In this role, you'll be the primary point of contact for clientshelping to build and maintain meaningful relationships that foster satisfaction, loyalty, and long-term success. You'll proactively engage clients to understand their goals, address concerns, and provide personalized support that aligns with their unique needs. Collaborating with internal teams, you'll ensure a seamless and positive client experience from onboarding through ongoing service. This position is ideal for those who thrive in people-facing roles, are passionate about problem-solving, and enjoy making a measurable impact in a remote work setting. Job Responsibilities: Establish and maintain positive relationships with clients to ensure satisfaction and loyalty Proactively reach out to clients to check in, resolve issues, and ensure their needs are met Provide tailored solutions to clients based on their unique requirements Work cross-functionally with other teams to ensure a smooth client experience Track and manage client interactions to ensure timely follow-ups and resolutions Identify opportunities to enhance the client experience and contribute to retention strategies Qualifications: Excellent interpersonal and relationship-building skills Previous experience in client relationship management, customer service, or account management Ability to understand client needs and communicate effectively with different audiences Strong problem-solving abilities and the ability to resolve conflicts effectively Comfortable working independently in a remote setting Must have a reliable internet connection and a quiet, dedicated workspace Perks & Benefits: 100% remote work flexibility Competitive hourly pay: $24 - $28 Paid training and professional development opportunities Flexible work hours, including weekends and evenings Opportunities for career growth and leadership roles Supportive and collaborative company culture

Cardinal Health Sonexus Access and Patient Support helps specialty pharmaceutical manufacturers remove barriers to care so that patients can access, afford and remain on the therapy they need for a better quality of life. Our diverse expertise in pharma, payer and hub services allows us to deliver best-in-class solutions-driving brand and patient markers of success. We're continuously integrating advanced and emerging technologies to streamline patient onboarding, qualification and adherence. Our non-commercial specialty pharmacy is centralized at our custom-designed facility outside of Dallas, Texas, empowering manufacturers to rethink the reach and impact of their products. **Together, we can get life-changing therapies to patients who need them-faster.** **_Responsibilities_** + Responsible for regularly reviewing weekly, monthly & quarterly - program activities with the client. + Attend all program and client meetings, takes detailed meeting notes during client interactions and internal strategy sessions, ensuring all key points and decisions are documented. + Monitors all program's activities and IT projects associated with the program + Includes setting due dates and responsible parties + Follows up on action items from meetings, ensuring that responsibilities are clear, and deadlines are met + Regular reporting out of all program's activities + Solicit feedback from the activity/task owners on sub-tasks + Maintain up-to-date activity timeline, articulate progresses and delays + Develops and manages activities timelines to ensure all deliverables are completed on schedule. + Obtain consensus for activities risks, decisions and closures + Coordinates cross-functional teams to ensure alignment and timely completion of tasks related to program activities. + Facilitates communication between internal teams and external clients to ensure all activities objectives are understood and met. + Escalate delayed activities to program's leadership + If activity owners are missing deadlines consistently and/or are unresponsive. + Managing contract amendments and project change requests for the client. + Coordinates customer interactions with internal & external partners to meet the evolving business needs of the client. + Responsible for sharing and presenting current and future program expectations during weekly meetings with client leadership in addition to Quarterly Business Review meetings with client's Access and Marketing teams. + Manages client access to internal applications including client-facing data reports and data streams with 3rd party vendors. + Oversee daily operations and ensure alignment with client expectations and internal standards + Supports audits and regulatory reviews as needed + Ensure financial billing accuracy + Contact healthcare professionals for clarifications and information as needed **_Qualifications_** + Min 5 years related client services experience, preferred + Min 5 years' experience in managing complex program activities with high accountability, preferred + Bachelor's degree preferred + Ability to travel - less than 25% + Proven product knowledge in business area + Licensed pharmacy technician in Texas preferred **_What is expected of you and others at this level_** + Applies advanced knowledge and understanding of concepts, principles, and technical capabilities to manage a wide variety of program activities. + Own and develop tracking tools to achieve specific program management goals and activities. + Create and participate in recurring business review presentations + Recommends new practices, processes, metrics, or models + Projects may have significant and long-term impact + Provides solutions which may set precedent + Independently determines method for completion of new projects + Receives guidance on overall project objectives + Acts as a mentor to less experienced colleagues **TRAINING AND WORK SCHEDULES:** Your new hire training will take place 8:00am-5:00pm CT, mandatory attendance is required. This position is full-time (40 hours/week). Employees are required to have flexibility to work any of our shift schedules during our normal business hours of Monday-Friday, 7:00am- 7:00pm CT. **REMOTE DETAILS:** You will work remotely, full-time. It will require a dedicated, quiet, private, distraction free environment with access to high-speed internet. We will provide you with the computer, technology and equipment needed to successfully perform your job. You will be responsible for providing high-speed internet. Internet requirements include the following: Maintain a secure, high-speed, broadband internet connection (DSL, Cable, or Fiber) at the remote location. Dial-up, satellite, WIFI, Cellular connections are NOT acceptable. + Download speed of 15Mbps (megabyte per second) + Upload speed of 5Mbps (megabyte per second) + Ping Rate Maximum of 30ms (milliseconds) + Hardwired to the router + Surge protector with Network Line Protection for CAH issued equipment **Anticipated salary range:** $80,900.00 - $92,400.00 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 1/19/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

Modern Wealth Management is seeking a Permanently Remote Associate Advisor / Relationship Manager for our financial planning and investment advisory firm in Campbell, CA. We are very interested in you if you desire a career in Wealth Management. The Relationship Manager plays a key role in supporting financial advisors by helping them manage their books of business and ensuring seamless operational execution. This role is responsible for handling the operational tasks that allow advisors to focus on client relationship-building and financial planning. The Relationship Manager will take ownership of preliminary financial plan development, client onboarding, account maintenance, and coordination across teams to deliver exceptional client service, ensuring a smooth, efficient, and client-centric experience. This position is permanently remote and is open to candidates in Pacific and Mountain time zones. Benefits: Starting salary of $90,000 - $110,000 based on experience and credentials with a full benefit package including Life insurance 100% company paid employee only premiums for Health, Dental & Vision Coverage 4% company 401(k) match, 100% vested Mentorship and learning opportunities Great working environment with professional growth opportunities. You will have access to a great team of professionals & back-office support. Primary Duties: Prepare financial plans in coordination with Lead Advisors and participate in client meetings for financial plan delivery and execution Take ownership of day-to-day operational tasks by attending client meetings and coordinating follow-up tasks, coordinating portfolio updates, and resolving client requests in a timely and accurate manner. Collaborate with internal teams, such as compliance, investment operations, and client service departments, to ensure all client-related activities are executed efficiently and in line with company standards. Maintain accurate client records, manage CRM data, and generate reports as needed to support advisors in tracking client activity, portfolio performance, and service delivery. Cultivate and maintain strong relationships with clients. Understand clients' financial goals and preferences. Identify opportunities for client growth and new business. Stay informed on financial market trends and regulatory changes. Adhere to regulatory requirements and internal policies, conducting due diligence on prospective clients and implementing risk mitigation measures. Qualifications: Bachelor's degree in finance, economics, business administration, or a related field is typically required. CFP designation and 1-3 years experience working as an advisor/planner Ability to juggle multiple projects successfully. Ability to learn new concepts and software packages quickly. Independently motivated, have excellent communication skills and have a strong work ethic. Strong educational credentials and analytical background. Ability to identify, meet, and follow through with client's needs and requirements. Must interact effectively with office staff and be a goal-oriented team player Strong attention to detail. Must demonstrate excellence in organizational and time management skills. Exceptional phone and client service skills, positive and upbeat attitude at all times. Experience/ability to work from home while maintaining a professional setting Technical skills: Basic/Intermediate knowledge of Microsoft Excel. Experience with Salesforce (or other CRM software), financial planning software, Orion, and Microsoft Office tools a plus but not required. Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments. At Modern Wealth Management, we are committed to fostering a diverse, equitable, and inclusive workplace where all employees feel valued, respected, and empowered. We believe that a variety of perspectives and backgrounds strengthens our team and enhances our ability to serve our clients. We welcome and encourage applicants of all backgrounds, experiences, and identities to apply.

The Relationship Manager serves as the primary contact for clients providing world-class client service, technical expertise and proactive risk management. Principal Responsibilities: Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, via email or by telephone. Reviews client exposures, underwriting memos loss experience along with current coverages and advises and counsels on complex risk exposures - break out into 2 bullets Review inspection reports accuracy on coverage potential loss prevention issues and provide proactive direction to resolve the claims Creates and presents private risk management renewal proposals to existing clients and conducts annual interactive reviews, when needed. Understands, introduces and leverages the holistic platform, as needed, including employee benefits, commercial insurance and asset protection. Cultivates strong relationships with insurance company partners, and is accountable for knowing insurer contracts, requirements and attributes. Maintains a concern for accuracy, timeliness and completion when interacting with clients, the firm and insurance company partners to minimize potential for errors and omissions claims. Demonstrates strong organizational skills with high attention to detail. Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership. Knowledge, Skills and Abilities: Current State License, as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions, or be willing and able to obtain all required licenses within their first 90 days of employment. College degree preferred and professional designations a plus, e.g. CPCU, CIC, etc. Provides 3+ years of experience in personal insurance including insurance company contracts and guidelines, proprietary insurer systems, and claim knowledge. Strong experience working with high net worth clients is a plus Strong time management skills and multi-tasking ability Takes initiative and can function independently without much oversight Strong presentation skills, both verbal and written communications. Intermediate to advanced knowledge of Microsoft Word and Excel. Ability to learn appropriate insurance company and firm software systems, including Sagitta, ImageRight, and AppliedRater(SEMCAT). Demonstrates the firm's core values, exuding behavior that is aligned with the corporate culture. Special Working Conditions: Fast-paced multi-tasking environment. Some travel may be required. Driving 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 firm. 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.

Get started on an exciting career at Element! Element employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard work and innovation, and we need more like-minded people on our team. About the Role We're looking for a client-centric individual to join our team as a Relationship Manager. In this role, you will play a key role in developing and maintaining effective relationships with existing customers within their portfolio to ensure Element wins repeat business and maintains and grows revenue by executing on: proactive client renewals (RFPs), pricing optimization, and share of wallet opportunities. This position is a critical component of achieving growth objectives, relationship retention, and building consistently superior client experience. What You'll Do · Develop and maintain effective relationships within an existing customer portfolio to ensure, sustain, and grow existing revenue, win repeat business, and achieve growth targets by executing on proactive client renewals (RFPs), pricing optimization, and share of wallet opportunities · Be in continuous outreach and/or active discussions with existing clients in order to uncover requirements through Know Your Client strategies. Develop creative solutions to help meet customer needs, goals, and objectives. Articulate Element's value proposition and suite of products and services, manage/overcome objections and address outstanding client escalations, questions, and concerns · Develop client strategies to achieve revenue growth and client retention in collaboration with Operational Teams · Maintain, nurture, and expand services offered to clients within assigned portfolio of existing clients · Consistently maintain operating discipline measured in SFDC (i.e. Coverage Metrics, Forecasting, Relationship Plans, Risk Assessments, Opportunity Creation, maintenance, client + pricing overviews, etc.) · Lead and collaborate with cross-functional teams to engage with the client to execute against Customer Engagement Plans (Strategic Consulting, Client Success, Ordering, etc.) to meet client objectives · Travel may be required for this role as there is an expectation of maintaining a high level of client contact and participation Basic Qualifications · BA/BS degree or equivalent · 5 years of experience in a strategic relationship management or related position · Experience working in Salesforce or other CRM · Accountable for the management of existing client portfolio for Element Fleet, generally Fortune 500 or multinational organizations · Must possess strong sensitivity to customer's need and an ability to identify pain points and turn them into opportunities · Resourceful with the ability to navigate within a large organization to achieve client and corporate initiatives · Accountable for revenue growth of assigned existing client portfolio including proactive client renewals, pricing optimization, share of wallet, and maintaining current revenue within portfolio · A solid understanding of leasing, rates, terms, financing alternatives, billing, vehicle expense drivers, and the proven ability to service and sell to all levels within a client's organization Preferred Qualifications · MBA · Experience within the fleet/vehicle management or a related industry Location: US Remote The hiring base salary range for this position is $100,000 to $132,000 annually. Actual compensation within this range will be dependent upon the individual's knowledge, skills, experience, equity with other team members, and alignment with market data. Please note that the disclosed salary range is solely for candidates hired to perform work within this geographic location. Candidates hired to work in other locations will be subject to the pay range associated with that location. What's in it for You • A culture of innovation, empowerment, decision-making, and accountability • Comprehensive health and welfare benefits that serve the needs of you and your family and foster a culture of wellness • Additional benefits and amenities, including paid time-off programs (vacation, sick leave, and holidays) Applicants will be required to undergo a background check only if and after a conditional offer of employment has been extended. Element Fleet Management and its wholly owned subsidiaries are an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, genetic information, sex, gender identity, sexual orientation, age, marital status, family status, ancestry, national origin, citizenship, physical or mental disability, veteran status, military obligations or any other characteristic protected by federal, state and local laws. Disability-related accommodations during the application and interview process are available upon request. Should you require an accommodation with our hiring process please send an email to ********************************* or call **************. Know Your Rights: Workplace discrimination is illegal

Harvard Business Publishing (HBP) - the leading destination for innovative management thinking. We reach lifelong learners to improve the practice of management in a changing world. This mission inspires each of us to unlock the leader in everyone - including you! The opportunity Strategic Relationship Manager - US Central, Higher Education Harvard Business Impact (HBI) is a mission-driven organization dedicated to improving the practice of management. As a subsidiary of Harvard University, we serve educators, students, and professionals worldwide through high-quality content and learning solutions that support active, experiential, and skills-based learning in higher education. The Higher Education division partners with institutions globally by providing cases, simulations, articles, online courses, and emerging AI-enabled learning tools. We support faculty and program leaders through training, curriculum design resources, and digital delivery platforms that help bring participant-centered learning to life. We are seeking a Strategic Relationship Manager (SRM) to drive growth, strengthen institutional partnerships, and expand adoption of HBI solutions within the US Central region. This role partners closely with the Regional Director and cross-functional teams to execute territory strategy, deepen engagement at key accounts, and identify new opportunities across undergraduate, MBA, and executive education programs. What you'll do Manage a portfolio of higher education institutions, driving revenue growth, adoption, and retention of HBI solutions. Build and sustain relationships with key stakeholders, including deans, directors, faculty, and administrators. Serve as a trusted advisor by understanding curriculum needs and institutional priorities. Lead virtual and in-person engagements, such as course planning, product demos, and faculty development sessions. Execute territory strategy, identify new opportunities (including AI-enabled solutions), and negotiate partnership agreements. Collaborate with cross-functional teams to deliver a consistent customer experience and leverage data insights to drive targeted campaigns. Represent HBI at campus visits and institutional events, promoting inclusive access and expanding brand presence. Manage multiple revenue channels within accounts, including institutional and student-pay programs, to maximize engagement and growth. Identify emerging opportunities within accounts, including AI-enabled solutions, and propose tailored approaches that meet evolving institutional and program needs. Negotiate annual and multi-year agreements to strengthen enterprise partnerships. What you'll bring 5-7 years of success in regional business management, strategic account management, or consultative sales-ideally in Higher Education, EdTech, publishing, or similar sectors. Strong track record of revenue growth, solution selling, and relationship development with senior-level stakeholders. Excellent communication, presentation, and influencing skills. Demonstrated ability to work independently, manage a large territory, and balance both virtual and on-site engagement. Experience with CRM tools (e.g., Salesforce) and analytics platforms to interpret usage trends and monitor adoption. Experience with CRM tools such as Salesforce and analytics tools. Strong negotiation skills, business acumen, and a growth mindset. Extensive regional travel is required to meet with faculty, program leaders, and institutional stakeholders Highly collaborative, diplomatic, and able to navigate complex academic environments. You'll stand out if you have Proven sales/upselling experience. Field-based experience, including regularly meeting customers in person & virtual. Demonstrated success managing a large/multi-state territory. Ability to travel up to 50% during the school year. Prioritizing candidates located near a major Central US airport (Chicago, Dallas, Denver, St. Louis, Kansas City, Houston, etc.) What we offer As a mission-driven global company, Harvard Business Publishing is committed to fostering a culture of inclusion, trust, and engagement where everyone is welcome, valued, respected, and feels they belong. In addition to a competitive compensation and benefits package, we offer meaningful programs focused on career development and employee wellness, such as education reimbursement and early-release Summer Fridays! HBP is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation, pregnancy and pregnancy-related conditions, or any other characteristic protected by law. $90,000 - $100,000 annual base salary Above is the annualized pay range for this position. This position is also eligible to participate in HBP's sales variable bonus plan. Actual salary will be set based upon a range of factors, including external benchmark market data, individual knowledge, skills, experience, location, and internal equity.

Full-time, fully remote position in retirement benefits administration, regularly working 8 AM to 5 PM, Monday through Friday with 40 + hour work week. Wonderful working environment with opportunity for growth. This position is full-time, salaried, and exempt. Duties * Build and maintain strong, long-lasting customer relationships by providing support to a group of retirement plans through knowledge, expertise and customer care to all clients taking into account the client segmentation as determined by NBS. * Oversee a variety of compliance tasks relating to Non-ERISA retirement plans * Develop and promote plan sponsor, advisor, and investment provider relationships * Coordinate needs of investment providers, plan sponsors, participants, and advisors. Consult with plan sponsors or advisors concerning regulatory, operational, and service aspects of retirement plans * Manage multiple tasks, projects, and deadlines at the same time * Understand and ensure retirement plans meet all regulatory and compliance requirements as established by the IRS and DOL * Coordinate plan needs with other teams to ensure timely and accurate completion and responses * Coordinate support for plan sponsors during IRS audits or DOL investigations * Monitor Non-ERISA plan documents for adherence to applicable rules and regulations * Attend and facilitate team, department, and company trainings * Must gain extensive knowledge of retirement plans through certification within 1 year of accepting this position; maintain TGPC designation once obtained * Some travel may be required to make on-site client visits (some visits may require overnight stays) * Provide expertise as a subject matter expert in one or more duties related to Relationship Management, including owning procedures and checklists pertaining to subject * Provide expertise by way of a professional blogpost that can be published on the NBS online knowledge base * Actively contribute to a positive team environment * Must meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas * Perform other duties as assigned by Supervisor, Director, or Vice President Requirements * Have excellent customer relation skills including the ability to develop and maintain effective relationships * Be highly attentive to detail and accuracy of work and maintain an organized approach to duties and responsibilities * Able to learn quickly and have the ability to research complex problems independently * Personable, highly motivated, hardworking and positive attitude * Be well-organized and self-motivated with the ability to prioritize tasks and meet deadlines * Be professional and articulate in both verbal and written communication * Have strong computer skills including typing, and proficiency in Microsoft Word, Outlook, and Excel * Be able to comprehend and interpret IRS and DOL regulations * Work well within a team Education and Experience - Bachelor's degree or work equivalent required. 1 year retirement plan administration experience is required. Physical Requirements - This position requires the employee to be seated the majority of the work time. Note: The statements herein are intended to describe the general nature and level of work for the designated position. The statements are not a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment, do not eliminate your "at-will" status in anyway, and are subject to change at the discretion of National Benefit Services, LLC. Regular Business hours are Monday - Friday from 8:00 am to 5:00 pm. Salaried employees are expected to be available during regular business hours.

ABOUT OUR CLIENT: MP's client is one of the largest independent, privately held national benefits and retirement planning solutions firms in the country. They have grown by carefully selecting and acquiring local and national employee benefits, retirement plan, and compliance specialist firms whose experience and deep community roots span decades. WHAT YOU WILL DO: The Relationship Manager plays a central role in delivering exceptional service and operational support for clients' retirement programs within a Third-Party Administrator (TPA) environment. This individual serves as the primary point of contact for an assigned portfolio of clients including plan sponsors, accountants, attorneys, investment advisors, and other intermediaries. This role is responsible for ensuring client satisfaction by maintaining accurate records, coordinating communications, maintaining plan documentation compliance, and upholding service-level agreements. The Relationship Manager is ultimately accountable for the overall client experience and satisfaction with services. KEY RESPONSIBILITIES: Maintain and update client and vendor records in internal systems. Support of newly onboarded and offboarding of clients. Coordinate with internal departments to ensure timely delivery of services. Assist in preparing reports, presentations, and audit documentation. Respond to client and vendor inquiries in a professional and timely manner, within SLA. Schedule and coordinate meetings, calls, and follow-ups with clients. Ensure compliance with regulatory and internal policies. Through relationship building develop an understanding of how retirement benefit plans impact and help meet the business needs of your clients. Build trust and confidence with key personnel both at the client organization, as well as ancillary service providers (CPA, Financial Advisor, etc.). Actively participate in ensuring that the clients' operational and regulatory issues are resolved in a manner that exceeds client expectations. Review annual plan compliance and administrative reports for overall accuracy. Deliver summarized plan year end work with effective communication of annual test results and open action items for client. WHAT YOU NEED: Understanding plan types, eligibility, vesting, contributions (employee/employer), distributions, and participant loans. Proficiency in ADP/ACP testing, coverage testing, identifying highly compensated and key employees, top-heavy rules, and government reporting. Familiarity with ERISA requirements, IRS and DOL regulations, and fiduciary responsibilities. College degree, preferred. Min. 3 years of experience in the retirement plan service area, preferred. Basic to intermediate understanding of Relius Administration/ FT Williams systems, preferred. Experience with CRM or TPA management systems, preferred. ADDITIONAL INFORMATION: Exempt position, direct hire with benefits (vacation, sick, medical, dental, vision, retirement and more!) Compensation: $65k-$85k base plus bonus opportunity! 100% Remote

Job Description Whether you are Retired looking for extra earnings, a seasoned healthcare sales expert, or aspiring to break into the Medical Sales industry, Healthcare Marketing Group, LLC provides an excellent opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans. Our Pharmacy Savings Card works like GoodRx and SingleCare. With savings of up to 80% off prescriptions, we provide the highest discounts in the industry! We are now seeking Pharmacy Relationship Managers in your area!* What does a Pharmacy Relationship Manager do? Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers Requirements What you need to qualify: Pharmaceutical/medical sales experience is preferred but not required Sales skills with a proven track record Exceptional interpersonal skills (building strong relationships) Excellent verbal and written communication skills Ability to work independently to oversee accounts and increase revenue Reliable transportation (this position is partially remote and you will be visiting medical professionals in your area) *We are currently hiring Pharmacy Relationship Managers in the San Antonio metropolitan area. Please only apply to one city; your desired territories will be discussed during the interview. Benefits Training and compensation: We include comprehensive training and ongoing coaching Monthly Bonuses Great Commission!

If you love solving puzzles, decoding complex business needs, and being the go-to Oracle Fusion guru everyone relies on-you've found your perfect mission. As the Business Relationship Manager - Oracle, you'll be the bridge between our business teams and our Oracle Fusion ERP ecosystem, helping Centrus Energy power smarter decisions, smoother operations, and next-generation efficiency. You'll dive into everything from financials to procurement to reporting, transforming user needs into solutions that keep our clean-energy mission moving forward. Think of yourself as the strategic guide, translator, and optimizer who ensures our Oracle world runs like a well-tuned machine. What You Will Do You'll research and document Oracle Fusion ERP requirements, lead business users through new cloud-service implementations, and resolve day-to-day operational issues across modules such as GL, AP, AR, Assets, Cash Management, Projects, Procurement, Order Management, and Inventory. You'll troubleshoot performance issues, manage system access needs, and recommend upgrades or improvements to keep our ERP environment current. You'll develop reports using BI Publisher and OTBI, support SOX-compliant configuration control processes, collaborate with Accounting, IT, and business users to solve technical and functional challenges, and help shape long-term cloud-service strategies to meet Centrus' evolving operational goals. We'd Love to Hear from People With: * A Bachelor's degree in Computer Science, Engineering, Business Management, or a related field - or equivalent education and experience * 5+ years developing, implementing, or supporting software applications and databases * Knowledge of IT best practices, configuration control, documentation standards, and reliable support methodologies * Ability to lead projects, navigate sensitive or complex situations, and motivate cross-functional teams * Hands-on experience with Oracle SaaS applications, especially: * Oracle Fusion ERP Cloud (GL, AP, AR, Assets, Cash Management, Project Financials) * Oracle Fusion SCM Cloud (Procurement, Order Management, Inventory) * Experience working with Oracle Reports Catalog, BI Publisher, and OTBI * Ability to obtain or maintain a "Q" clearance. A Successful Candidate Brings: * Experience supporting government-regulated or highly structured environments * Familiarity with SOX controls, configuration management, and cloud-based ERP governance * Currently possesses a "Q" or "L" clearance. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. This position will require a pre-employment background check and a pre-employment drug test and vetting to ensure Centrus Energy can meet the requirements of 10 CFR Parts 810 and 1017 to grant access to export-controlled information and Unclassified Controlled Nuclear Information, respectively. Such access is required for the performance of this position. Centrus Energy and all subsidiaries shall abide by the applicable legal requirements. We prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on their race, color, religion, sex, sexual orientation, gender identity or national origin. Centrus Energy Corp. is an Equal Opportunity Employer.

Job DescriptionBusiness Relationship ManagerJob Type: Temporary (12-month assignment) Pay Rate: $30-40/hour DOE Location: White Plains, NY | Hybrid (minimum 3 days on-site per week) Job OverviewMadison Approach Staffing is recruiting for a Business Relationship Manager to support our client's Information Technology & Cyber Security department. This strategic role serves as the critical liaison between business units and IT leadership, focusing on planning and prioritization of technology initiatives, technology innovation intake, business-IT alignment, and relationship building at senior management levels. The ideal candidate will translate business needs into technology solutions while advocating for business customers and driving IT strategic services. This is an immediate-start, 12-month contract opportunity.Key Responsibilities Planning and Prioritization: Cultivate deep understanding of business customer needs, identify opportunities, and make recommendations on leveraging technology to accelerate and meet business goals; collaborate with business leaders to prioritize technology investments and provide insights to IT leadership Technology Innovation Intake: Assist business and IT leaders with development and support of new business capabilities through technology solutions that deliver return on investment; define initiative business objectives via business cases, analyze current work processes, identify areas for process changes, research and recommend viable technology solutions, develop project cost estimates, and document cost justification or ROI Business and IT Alignment: Map required business goals to planning and implementation of new technology; coordinate cross-functional business and IT teams to develop business cases, solutions, and approvals; act as single point of focus and advocate for business customers for IT strategic services Communications and Relationship Building: Engage in significant interaction at senior management levels; effectively communicate highly technical information to all organizational levels; develop relationships with individuals inside and outside of IT; deliver difficult messages and express disagreement with confidence and respect; address challenges to technical recommendations and work collaboratively to negotiate solutions Technology Leadership: Maintain state-of-the-art knowledge of business technology through interaction with industry peers, vendors, and consultants; apply knowledge in continued development and enhancement of technology plans Advising, Coaching and Mentoring: Serve as "go-to" technical resource and advisor for the business; offer meaningful technical solutions to efficiently resolve complex and uncharted issues; coach and mentor associates on technical versatility and problem-solving skills; provide technical leadership and architectural direction concerning technology management, roadmaps, and strategies Required Skills & Experience Education: Bachelor's degree in Computer Science, Finance, HR, Engineering, or related discipline Experience: Minimum 7 years of experience in IT or equivalent work experience Strategic Thinking: Ability to produce, implement, and enhance business and technology strategic concepts, roadmaps, principles, and effective plans Business Acumen: Knowledge and understanding of corporate policy, business strategy, and ability to think systemically and creatively in meeting business and IT goals Process Knowledge: Broad knowledge of business processes including disaster recovery, business continuity, and risk management Communication Skills: Excellent verbal, written, and high-impact presentation skills at all levels of the organization Must be local to the Tri-State area and available for W2 employment Preferred Skills & Experience Graduate degree (Master's preferred) Experience in design, development, and implementation of new technology and/or maintenance of large-scale systems across multiple hardware and software platforms Deep mastery of utility business operations and industry knowledge Understanding of data and information service-oriented architectures Experience working with governance committees and architectural review processes Work Schedule & Details Monday through Friday, 7.5-hour work day with 0.5-hour unpaid lunch Hybrid schedule with minimum 3 days on-site (remote work privileges may be adjusted based on business needs) Paid for time worked only; no paid holidays, vacation, or sick days during contract period Immediate start date available To Apply: Please submit your resume to Madison Approach Staffing. Only qualified candidates will be contacted for interview consideration.

Commercial Equipment/Vehicle Finance Business Development OfficerCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: This position identifies and pursues new sales prospects within the Southern CA market. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new loan revenue to the bank. Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects. Works pre-developed lead lists to generate business and identify any new customer prospects. Assists in marketing and support to win equipment loan transactions. Interacts with a large group of vendors for loan referrals, including AAA. Creates, modifies and manages loan administration for various products in conjunction with various groups within the bank. Performs and coordinates various other operational requirements related to insurance requirements, customized invoices, tracking of financial statements, processing early buy-out and loan options etc. Interfaces with Santander's risk management, accounting, operations and other areas for budgetary, planning and reporting. Manages booking process of individual loans. Manages funding process including internal sign offs, funding approval, and reconciliation between documentation, equipment invoices, SAMs and monies sent. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Bachelor's Degree or equivalent work experience in Business, Finance, Accounting or Equivalent field. Work Experience: Must possess new business development experience. 5+ years. Skills and Abilities: Excellent business development and selling skills. Clear understanding and ability to evaluate underlying collateral, establish value to proposed request with up to date knowledge of industry market conditions and trends. Ability to effectively interact with risk management groups and systems within the bank. Banking industry experience preferred. Proficiency in Word, Excel, Outlook. Self-motivated with a willingness to achieve goals. Strong communication skills, both verbal and written. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. This is a fully remote position in Southern CA. You will cover the S. CA territory and must reside in the territory What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $86,250.00 USD Maximum: $150,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs. Primary Location: California, CA, California Other Locations: California-Sacramento Organization: Santander Bank N.A.