Client Relationship Manager jobs at The Hartford

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.

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

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

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.

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

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.

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

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.

At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business. **Job responsibilities** + Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations. + Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach. + Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations. + Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication. + Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance. + Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. + Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities. + Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise. + Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence. **Required qualifications, capabilities, and skills** + Possess 10+ years in Financial Services, including affluent or complex relationship management and business development. + Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business. + Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships. + Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning. + Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service. + The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided. **Preferred qualifications, capabilities, and skills** + Hold a college degree or military equivalent. **The base salary for this position is $150,000 / year. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis.** More details about total compensation and benefits will be provided during the hiring process. **Federal Deposit Insurance Act:** This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************* Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Irvine,CA $150,000.00 - $150,000.00 / year

At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business. **Job responsibilities** + Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations. + Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach. + Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations. + Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication. + Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance. + Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. + Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities. + Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise. + Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence. **Required qualifications, capabilities, and skills** + Possess 10+ years in Financial Services, including affluent or complex relationship management and business development. + Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business. + Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships. + Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning. + Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service. + The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided. **Preferred qualifications, capabilities, and skills** + Hold a college degree or military equivalent. **The base salary for this position is $150,000 / year. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis.** More details about total compensation and benefits will be provided during the hiring process. **Federal Deposit Insurance Act:** This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************* Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** La Jolla,CA $150,000.00 - $150,000.00 / year, San Diego,CA $150,000.00 - $150,000.00 / year

Job Description Ready to join thousands of talented team members who are making the dream of home ownership possible for more Americans? It's all happening on UWM's campus, where our award-winning workplace packs plenty of perks and amenities that keep the atmosphere buzzing with energy and excitement. It's no wonder that out of our six pillars, People Are Our Greatest Asset is number one. It's at the very heart of how we treat each other, our clients and our community. Whether it's providing elite client service or continuously striving to improve, our pillars provide a pathway to a more successful personal and professional life. From the team member that holds a door open to the one that helps guide your career, you'll feel the encouragement and support on day one. No matter your race, creed, gender, age, sexual orientation and ethnicity, you'll be welcomed here. Accepted here. And empowered to Be You Here. More reasons you'll love working here include: Paid Time Off (PTO) after just 30 days Additional parental and maternity leave benefits after 12 months Adoption reimbursement program Paid volunteer hours Paid training and career development Medical, dental, vision and life insurance 401k with employer match Mortgage discount and area business discounts Free membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court Wellness area, including an in-house primary-care physician's office, full-time massage therapist and hair salon Gourmet cafeteria featuring homemade breakfast and lunch Convenience store featuring healthy grab-and-go snacks In-house Starbucks and Dunkin Indoor/outdoor café with Wi-Fi Responsibilities Building and maintaining long-term relationships with broker accounts in all 50 states Training and educating brokers on UWM's Easiest Application System Ever (EASE), programs, products, guidelines and processes Acting as your clients' go-to resource for guidance and solutions Delivering up-to-the-minute information about the latest products, resources and industry updates Championing your brokers and striving to make every loan a success story Monitoring the performance of accounts in your pipeline Building and managing a strong pipeline of loans to meet and exceed sales goals Qualifications Must Have Qualifications: High school diploma or equivalent Minimum one year of experience in mortgage sales as loan officer, mortgage banker or wholesale account executive OR minimum one year of relationship based sales experience Understanding the difference between retail and wholesale lending Proven success in building business relationships Confident communication skills and professionalism over the phone and face to face Proficiency with technology including Microsoft Office, CRM's and the ability to multi-task Ability to take feedback and be coached up with the desire to get better every day Hard workers who take accountability for their actions Self-motivated with a strong work ethic and a positive attitude Nice To Have Qualifications: Knowledge of the mortgage industry with previous experience working for a retail or wholesale mortgage lender Inside sales and / or phone sales experience A passion for the mortgage industry Previous in a business to business sales model A desire for a six figure income and motivated to work in a competitive sales environment NOTE: This is an inside account executive position based in Pontiac, Michigan. Candidates must reside or be able to relocate to the metro Detroit area. We are not currently seeking outside account executives. Our account executive's work a 10:00am to 7:00pm schedule with a one-hour lunch.

Client Relationship Manager Department: Corporate Middle Market Banking Location: Dallas, Houston Manager: Regional President Corporate Banking Client Relationship Manager (CRM) plays a crucial role in managing and nurturing relationships between the bank and its commercial clients. Their responsibilities are centered around maintaining and growing the bank's relationships, ensuring that the client's commercial / corporate banking needs are met, while partnering with credit underwriters and credit portfolio managers to ensure credit quality, and working with originators and the broader relationship team to identify opportunities for new business and ensuring profitability. * Relationship Management: Serve as the main point of contact for business clients, addressing their broad banking needs, including debt and ancillary services (deposits, treasury, derivatives, etc.) * Business Development and Cross-Selling: working with deal team and market leadership to identify opportunities to cross-sell or up-sell the bank's products and services, such as treasury services, deposits, derivatives and other financial products. * Product Knowledge: Be well-versed in the bank's product suite to be a trusted advisor both internally and to the client. * Risk Management and new loan originations: Work closely with credit teams and credit portfolio managers, serve as a liaison between origination, the client, and credit partners to assess the risks and contribute to debt structuring to both properly assess and manage risk and to present the bank as a trusted advisor to existing and prospective debt clients. * Portfolio Management: Partner and collaborate with credit portfolio managers, and loan monitoring, to manage a portfolio of corporate middle market clients, ensuring consistent communication, timely support, and proactive management of accounts. * Performance Monitoring: working with relationship team, product, and credit partners to monitor client profitability, portfolio growth, and risk exposure to align with bank objectives and client expectations. * Problem Solving and Issue Resolution: working with relationship team and internal partners address client issues quickly, whether it's a service problem, a financial solution that needs adjusting, or an operational concern. * Compliance and Documentation: working with relationship team, loan monitoring, and credit portfolio managers to ensure that all client activities are compliant with banking regulations, internal policies, and risk management procedures. * Collaboration with Internal Teams: serve as the conduit to the relationship, work with various internal teams such as treasury, operations, credit underwriters and credit portfolio managers, loan monitoring and other product specialists to ensure comprehensive client service, credit quality, and profitable client relationships. * Client Retention: Focus on maintaining and deepening existing relationships by ensuring high levels of satisfaction with the bank's products and services. * Regular Reviews: serve as a liaison between credit portfolio managers, monitoring and client related regular account reviews. * Industry Insights: Stay updated with industry trends to identify potential growth opportunities or risks across the commercial portfolio. * Customized Solutions: As a key part of the relationship team, expand the collective thought leadership in targeted industries and markets, understand the client's business operations, challenges, and goals to assist the relationship team and provide tailored financial advice and solutions. * Client Advocacy: Act as the client's advocate within the bank, ensuring their needs and goals are represented in internal discussions. Skills and Experience: * 10+ years' work experience related to various aspects of middle market and corporate banking * Must be able to identify risks inherent in complex loan transactions and address/mitigate accordingly * Manage moderately large and more complex relationships (credits, deposits, and fee-based products/services) * Experience reviewing and negotiating loan documents * Performs, initiates, and partners with credit portfolio managers on account/loan maintenance as required * Acts as liaison for customer inquiries, issues account instructions, redirects questions and requests, as necessary, if issues related to other departments * Ensures accuracy of information, data, and documentation for all portfolio accounts * Actively participates in customer meetings to further the relationship and expand business opportunities * Good mathematical, reading comprehension and writing skills * Must have excellent interpersonal and communication skills * Must be able to verbally communicate effectively one-to-one and in groups * Must be able to write clearly and effectively * Must be able to develop and maintain cohesive, cooperative internal and external working relationships * Must have good personal organization and time management skills * Must allocate time effectively and independently prioritize workload to meet timelines * Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc. Qualifications: 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. * Support the deal team in managing existing and developing new client relationships * Assist corporate banking team, credit partners, and credit portfolio managers in deal qualification assessment, due diligence, and loan structuring * Understand complex transactions and related risk (credit, market, operations, legal/compliance, etc.) * Support and collaborate with originators, credit partners, and credit portfolio managers with underwriting of complex deal structures through the credit approval process * Partner with deal team, credit partners, and credit portfolio managers, in reviewing and negotiating loan documents and engaging counsel as needed * Partner with credit portfolio managers, and loan monitoring to conduct portfolio reviews and continuous portfolio monitoring for assigned portfolio * Assist in training and coaching of new team members * Coordinate with internal partners and participate in internal discussions (credit discussions, screens, new product pitches, etc.) * Ability to work within timelines and complete projects before deadlines Position Type: This position is a full-time, exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Direct Reports: None Travel: Some travel between Third Coast Bank offices and to client locations may be required. Work Environment: This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers. Physical Demands: This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling, and reaching. Mental Demands: The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.

Client Relationship Manager Department: Corporate Middle Market Banking Location: Dallas, Houston Manager: Regional President Corporate Banking Client Relationship Manager (CRM) plays a crucial role in managing and nurturing relationships between the bank and its commercial clients. Their responsibilities are centered around maintaining and growing the bank's relationships, ensuring that the client's commercial / corporate banking needs are met, while partnering with credit underwriters and credit portfolio managers to ensure credit quality, and working with originators and the broader relationship team to identify opportunities for new business and ensuring profitability. * Relationship Management: Serve as the main point of contact for business clients, addressing their broad banking needs, including debt and ancillary services (deposits, treasury, derivatives, etc.) * Business Development and Cross-Selling: working with deal team and market leadership to identify opportunities to cross-sell or up-sell the bank's products and services, such as treasury services, deposits, derivatives and other financial products. * Product Knowledge: Be well-versed in the bank's product suite to be a trusted advisor both internally and to the client. * Risk Management and new loan originations: Work closely with credit teams and credit portfolio managers, serve as a liaison between origination, the client, and credit partners to assess the risks and contribute to debt structuring to both properly assess and manage risk and to present the bank as a trusted advisor to existing and prospective debt clients. * Portfolio Management: Partner and collaborate with credit portfolio managers, and loan monitoring, to manage a portfolio of corporate middle market clients, ensuring consistent communication, timely support, and proactive management of accounts. * Performance Monitoring: working with relationship team, product, and credit partners to monitor client profitability, portfolio growth, and risk exposure to align with bank objectives and client expectations. * Problem Solving and Issue Resolution: working with relationship team and internal partners address client issues quickly, whether it's a service problem, a financial solution that needs adjusting, or an operational concern. * Compliance and Documentation: working with relationship team, loan monitoring, and credit portfolio managers to ensure that all client activities are compliant with banking regulations, internal policies, and risk management procedures. * Collaboration with Internal Teams: serve as the conduit to the relationship, work with various internal teams such as treasury, operations, credit underwriters and credit portfolio managers, loan monitoring and other product specialists to ensure comprehensive client service, credit quality, and profitable client relationships. * Client Retention: Focus on maintaining and deepening existing relationships by ensuring high levels of satisfaction with the bank's products and services. * Regular Reviews: serve as a liaison between credit portfolio managers, monitoring and client related regular account reviews. * Industry Insights: Stay updated with industry trends to identify potential growth opportunities or risks across the commercial portfolio. * Customized Solutions: As a key part of the relationship team, expand the collective thought leadership in targeted industries and markets, understand the client's business operations, challenges, and goals to assist the relationship team and provide tailored financial advice and solutions. * Client Advocacy: Act as the client's advocate within the bank, ensuring their needs and goals are represented in internal discussions. Skills and Experience: * 10+ years' work experience related to various aspects of middle market and corporate banking * Must be able to identify risks inherent in complex loan transactions and address/mitigate accordingly * Manage moderately large and more complex relationships (credits, deposits, and fee-based products/services) * Experience reviewing and negotiating loan documents * Performs, initiates, and partners with credit portfolio managers on account/loan maintenance as required * Acts as liaison for customer inquiries, issues account instructions, redirects questions and requests, as necessary, if issues related to other departments * Ensures accuracy of information, data, and documentation for all portfolio accounts * Actively participates in customer meetings to further the relationship and expand business opportunities * Good mathematical, reading comprehension and writing skills * Must have excellent interpersonal and communication skills * Must be able to verbally communicate effectively one-to-one and in groups * Must be able to write clearly and effectively * Must be able to develop and maintain cohesive, cooperative internal and external working relationships * Must have good personal organization and time management skills * Must allocate time effectively and independently prioritize workload to meet timelines * Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc. Qualifications: 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. * Support the deal team in managing existing and developing new client relationships * Assist corporate banking team, credit partners, and credit portfolio managers in deal qualification assessment, due diligence, and loan structuring * Understand complex transactions and related risk (credit, market, operations, legal/compliance, etc.) * Support and collaborate with originators, credit partners, and credit portfolio managers with underwriting of complex deal structures through the credit approval process * Partner with deal team, credit partners, and credit portfolio managers, in reviewing and negotiating loan documents and engaging counsel as needed * Partner with credit portfolio managers, and loan monitoring to conduct portfolio reviews and continuous portfolio monitoring for assigned portfolio * Assist in training and coaching of new team members * Coordinate with internal partners and participate in internal discussions (credit discussions, screens, new product pitches, etc.) * Ability to work within timelines and complete projects before deadlines Position Type: This position is a full-time, exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Direct Reports: None Travel: Some travel between Third Coast Bank offices and to client locations may be required. Work Environment: This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers. Physical Demands: This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling, and reaching. Mental Demands: The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.

Client Relationship Manager Department: Corporate Middle Market Banking Location: Dallas, Houston Manager: Regional President Corporate Banking Client Relationship Manager (CRM) plays a crucial role in managing and nurturing relationships between the bank and its commercial clients. Their responsibilities are centered around maintaining and growing the bank's relationships, ensuring that the client's commercial / corporate banking needs are met, while partnering with credit underwriters and credit portfolio managers to ensure credit quality, and working with originators and the broader relationship team to identify opportunities for new business and ensuring profitability. * Relationship Management: Serve as the main point of contact for business clients, addressing their broad banking needs, including debt and ancillary services (deposits, treasury, derivatives, etc.) * Business Development and Cross-Selling: working with deal team and market leadership to identify opportunities to cross-sell or up-sell the bank's products and services, such as treasury services, deposits, derivatives and other financial products. * Product Knowledge: Be well-versed in the bank's product suite to be a trusted advisor both internally and to the client. * Risk Management and new loan originations: Work closely with credit teams and credit portfolio managers, serve as a liaison between origination, the client, and credit partners to assess the risks and contribute to debt structuring to both properly assess and manage risk and to present the bank as a trusted advisor to existing and prospective debt clients. * Portfolio Management: Partner and collaborate with credit portfolio managers, and loan monitoring, to manage a portfolio of corporate middle market clients, ensuring consistent communication, timely support, and proactive management of accounts. * Performance Monitoring: working with relationship team, product, and credit partners to monitor client profitability, portfolio growth, and risk exposure to align with bank objectives and client expectations. * Problem Solving and Issue Resolution: working with relationship team and internal partners address client issues quickly, whether it's a service problem, a financial solution that needs adjusting, or an operational concern. * Compliance and Documentation: working with relationship team, loan monitoring, and credit portfolio managers to ensure that all client activities are compliant with banking regulations, internal policies, and risk management procedures. * Collaboration with Internal Teams: serve as the conduit to the relationship, work with various internal teams such as treasury, operations, credit underwriters and credit portfolio managers, loan monitoring and other product specialists to ensure comprehensive client service, credit quality, and profitable client relationships. * Client Retention: Focus on maintaining and deepening existing relationships by ensuring high levels of satisfaction with the bank's products and services. * Regular Reviews: serve as a liaison between credit portfolio managers, monitoring and client related regular account reviews. * Industry Insights: Stay updated with industry trends to identify potential growth opportunities or risks across the commercial portfolio. * Customized Solutions: As a key part of the relationship team, expand the collective thought leadership in targeted industries and markets, understand the client's business operations, challenges, and goals to assist the relationship team and provide tailored financial advice and solutions. * Client Advocacy: Act as the client's advocate within the bank, ensuring their needs and goals are represented in internal discussions. Skills and Experience: * 10+ years' work experience related to various aspects of middle market and corporate banking * Must be able to identify risks inherent in complex loan transactions and address/mitigate accordingly * Manage moderately large and more complex relationships (credits, deposits, and fee-based products/services) * Experience reviewing and negotiating loan documents * Performs, initiates, and partners with credit portfolio managers on account/loan maintenance as required * Acts as liaison for customer inquiries, issues account instructions, redirects questions and requests, as necessary, if issues related to other departments * Ensures accuracy of information, data, and documentation for all portfolio accounts * Actively participates in customer meetings to further the relationship and expand business opportunities * Good mathematical, reading comprehension and writing skills * Must have excellent interpersonal and communication skills * Must be able to verbally communicate effectively one-to-one and in groups * Must be able to write clearly and effectively * Must be able to develop and maintain cohesive, cooperative internal and external working relationships * Must have good personal organization and time management skills * Must allocate time effectively and independently prioritize workload to meet timelines * Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc. Qualifications: 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. * Support the deal team in managing existing and developing new client relationships * Assist corporate banking team, credit partners, and credit portfolio managers in deal qualification assessment, due diligence, and loan structuring * Understand complex transactions and related risk (credit, market, operations, legal/compliance, etc.) * Support and collaborate with originators, credit partners, and credit portfolio managers with underwriting of complex deal structures through the credit approval process * Partner with deal team, credit partners, and credit portfolio managers, in reviewing and negotiating loan documents and engaging counsel as needed * Partner with credit portfolio managers, and loan monitoring to conduct portfolio reviews and continuous portfolio monitoring for assigned portfolio * Assist in training and coaching of new team members * Coordinate with internal partners and participate in internal discussions (credit discussions, screens, new product pitches, etc.) * Ability to work within timelines and complete projects before deadlines Position Type: This position is a full-time, exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Direct Reports: None Travel: Some travel between Third Coast Bank offices and to client locations may be required. Work Environment: This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers. Physical Demands: This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling, and reaching. Mental Demands: The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.

As a Private Bankers (PB), you are responsible for business development of professional associations with target industries of Attorney/Law Firm Practices and Healthcare Practices. The PB Relationship Manager will provide business depository, treasury management, and business lending solutions to those organizations. In addition, you are responsible for advising high net worth individuals on building, preserving, and managing their wealth. You will utilize our financial planning strategy to advise prospects on all aspects of their balance sheet to generate new client acquisition. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience + Generate business results and acquire new assets, both from new client acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal specialists to provide interdisciplinary expertise to clients when needed + Connect your clients across all lines of business + Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach + Strictly adhere to all risk and control policies, regulatory guidelines and security measures + Performs all other duties as assigned. **QUALIFICATIONS** + Ten plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Proven sales success and strong business acumen + Strong community presence with an established network + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client experience and works tirelessly on the client's behalf **PREFERRED QUALIFICATIONS** + Series 7, 66 and Insurance licenses preferred, but can be obtained after employment + Proactive, takes initiative, and uses critical thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients. You are responsible for advising your clients on building, preserving, and managing their wealth, risk management solutions, business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects of their balance sheet to assist clients with meeting their stated goals and objectives. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals. ESSENTIAL DUTIES AND RESPONSIBILITIES * Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. * Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to prospective and existing clients. * Self-acquires new business by being active and well connected in the community. * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships. * Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation. * Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects. * Partners with wealth and banking specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships. * Thrives in a team-based approach to deliver the full suite of First Horizon's solutions. * Team and peer group role model for other Private Client Relationship Managers. * Continuously act as a culture champion that is aligned with First Horizon Bank's Purpose, Mission and Values. * Establish and maintain mutually beneficial business relationships with internal and external centers of influence as well as the regional leadership team, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. * Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. * Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of relationships. * Using sound judgment on expense and operational efficiency QUALIFICATIONS * Bachelor's Degree Required. * FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed. * 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs. * Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high-net-worth marketplace. * Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor. * Advanced and proven working knowledge of deposit, credit and investment products. * Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful. * Ability to thrive and be an active participate on a team. * Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. * As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. The requirements listed above 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. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients. You are responsible for advising your clients on building, preserving, and managing their wealth, risk management solutions, business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects of their balance sheet to assist clients with meeting their stated goals and objectives. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. + Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to prospective and existing clients. + Self-acquires new business by being active and well connected in the community. + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships. + Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation. + Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects. + Partners with wealth and banking specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships. + Thrives in a team-based approach to deliver the full suite of First Horizon's solutions. + Team and peer group role model for other Private Client Relationship Managers. + Continuously act as a culture champion that is aligned with First Horizon Bank's Purpose, Mission and Values. + Establish and maintain mutually beneficial business relationships with internal and external centers of influence as well as the regional leadership team, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. + Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. + Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of relationships. + Using sound judgment on expense and operational efficiency **QUALIFICATIONS** + Bachelor's Degree Required. + FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed. + 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs. + Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high-net-worth marketplace. + Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor. + Advanced and proven working knowledge of deposit, credit and investment products. + Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful. + Ability to thrive and be an active participate on a team. + Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. + As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. The requirements listed above 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. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients. You are responsible for advising your clients on building, preserving, and managing their wealth, risk management solutions, business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects of their balance sheet to assist clients with meeting their stated goals and objectives. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals. ESSENTIAL DUTIES AND RESPONSIBILITIES * Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. * Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to prospective and existing clients. * Self-acquires new business by being active and well connected in the community. * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships. * Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation. * Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects. * Partners with wealth and banking specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships. * Thrives in a team-based approach to deliver the full suite of First Horizon's solutions. * Team and peer group role model for other Private Client Relationship Managers. * Continuously act as a culture champion that is aligned with First Horizon Bank's Purpose, Mission and Values. * Establish and maintain mutually beneficial business relationships with internal and external centers of influence as well as the regional leadership team, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. * Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. * Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of relationships. * Using sound judgment on expense and operational efficiency QUALIFICATIONS * Bachelor's Degree Required. * FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed. * 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs. * Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high-net-worth marketplace. * Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor. * Advanced and proven working knowledge of deposit, credit and investment products. * Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful. * Ability to thrive and be an active participate on a team. * Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. * As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. The requirements listed above 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. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients. You are responsible for advising your clients on building, preserving, and managing their wealth, risk management solutions, business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects of their balance sheet to assist clients with meeting their stated goals and objectives. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. + Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to prospective and existing clients. + Self-acquires new business by being active and well connected in the community. + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships. + Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation. + Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects. + Partners with wealth and banking specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships. + Thrives in a team-based approach to deliver the full suite of First Horizon's solutions. + Team and peer group role model for other Private Client Relationship Managers. + Continuously act as a culture champion that is aligned with First Horizon Bank's Purpose, Mission and Values. + Establish and maintain mutually beneficial business relationships with internal and external centers of influence as well as the regional leadership team, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. + Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. + Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of relationships. + Using sound judgment on expense and operational efficiency **QUALIFICATIONS** + Bachelor's Degree Required. + FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed. + 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs. + Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high-net-worth marketplace. + Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor. + Advanced and proven working knowledge of deposit, credit and investment products. + Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful. + Ability to thrive and be an active participate on a team. + Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. + As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. The requirements listed above 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. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.