Customer Relations Manager jobs at World Financial Group - 279 jobs

A boutique investment advisory firm located in Larkspur, California is seeking a Director of Business Development and Client Services. This full-time role will involve managing key client relationships and developing new business in the global emerging markets sector. The position offers a hybrid working schedule and requires travel for client engagements. Candidates must possess a Bachelor's degree, a Master's degree or relevant certifications, and a minimum of 10 years of related experience. Competitive salary and substantial benefits are included. #J-18808-Ljbffr

Our Mission Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable. Are you a motivated, customer-focused sales professional looking to take your career to the next level? While we may not have an open Enterprise Client Relationship Executive role right now, we're always looking to connect with top talent for future growth. We invite you to express your interest in HealthEquity, a fast-growing company where your drive, communication skills, and passion for solving customer problems can thrive! Why Join Our Talent Pipeline? Be the first to know when a new Enterprise Client Relationship Executive role opens. Get a head start on our hiring process. Stay connected with our team and receive updates about our company and culture. The Enterprise Client Relationship Executive is responsible for leveraging strategic consulting and sales skills to manage and grow HealthEquity's existing Enterprise Accounts, act as the client's advocate, increase client and member satisfaction, identify client needs and align those needs with HealthEquity administrative services, and serve as the strategic point of contact for these select national clients. Success in the Enterprise Client Relationship Executive position will be measured by client retention, growth, and personal development. Enterprise Client Relationship Executives are expected to fully understand each client's business and benefits framework strategy, Consumer Directed Healthcare (CDH) and strategic initiatives. To develop this comprehensive knowledge about your clients, it is expected to have frequent client interactions at various levels of the client's organization including senior leadership and the C-suite, as well as with the consultants and brokers and health plan partner account teams. What you'll be doing Expand the number of accounts (Health Savings, and Reimbursement, Commuter, COBRA, Direct Bill and Lifestyle Accounts) and custodial assets for existing clients Establish and maintain strong relationships with your clients and their consultant/broker and other vendor partners. Engage in consultative strategic activities with our clients such as overall corporate and benefits strategies benefit plan review, CDH account adoption best practices and financial health. Plan and execute regular client meetings to deliver program results. Develop and monitor client financial performance including renewal planning, negotiation and profitability levels. Serve as the client's internal advocate. Ensure HealthEquity is delivering the service, support, and overall solution per the agreed upon terms. Demonstrate marketing and technical expertise through the client's broker and consultant meetings. Preparation for and participation in new business meetings and on-site visits (culture training, audits, etc.). Provide feedback to other HealthEquity business teams on market trends as represented by our clients. Ability to assess the approach, resources, and contacts needed to complete RFPs', including renewals. Maintain a high level of healthcare industry knowledge as well as knowledge of your clients' industry. What you will need to be successful Bachelor's degree preferred 5+ years of working with senior-level executives for client relationship management and consultation within the Insurance or Finance industry in the Enterprise Accounts space 3+ years of strategic and consultative selling experience within the Insurance or Finance industry Ability to work as part of a team and individually Expert relationship management skills including negotiation, collaboration, and listening skills Familiarity with Health insurance industry and all types of health accounts MS Office and Salesforce, preferred Presentation skills including messaging and positioning information to meet and influence client needs Problem solving Strong working knowledge of client benefits framework and plan design Travel Requirements: 20-30% of the time Compensation Structure: Base salary (range noted below) plus semi-annual commissions paid through our Sales Incentive Program (SIP) How to Join Our Talent Network: Submit your application, resume, and a brief note about why you're interested in future sales opportunities at HealthEquity. When the right role opens up, we will reach out! Please keep in mind, we may not have an open opportunity right now; so a response is not guaranteed but submitting your application get's you in our pipeline for future requisitions. #LI-Remote This is a remote position. Salary Range $79500.00 To $103000.00 / year Benefits & Perks The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position is also eligible for additional sales incentive commissions, and details regarding these additional sales incentive commissions will be provided after hire. This position will further be eligible for a full range of benefits including: Medical, dental, and vision HSA contribution and match Dependent care FSA match Uncapped paid time off Paid parental leave 401(k) match Personal and healthcare financial literacy programs Ongoing education & tuition assistance Gym and fitness reimbursement Wellness program incentives Why work with HealthEquity HealthEquity has a vision that by 2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth . Join us and discover a work experience where the person is valued more than the position. Click here to learn more. You belong at HealthEquity! HealthEquity, Inc. is an equal opportunity employer, and we are committed to being an employer where no matter your background or identity - you feel welcome and included. We ensure equal opportunity for all applicants and employees without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, veteran status, or other legally protected characteristics. HealthEquity is a drug-free workplace. For more information about our EEO policy, or about HealthEquity's applicant disability accommodation, drug-free-workplace, background check, and E-Verify policies, please visit our Careers page. HealthEquity uses Microsoft Copilot to transcribe screening interviews between candidates and their direct Talent Partner for note taking and interview summaries. By scheduling a screening interview with us, you consent to Microsoft Copilot's AI technology recording and transcribing your interview with your Talent Partner. This information will be reviewed for accuracy and then used by HealthEquity to summarize the interview, ensure accuracy, and facilitate our hiring process. We take privacy seriously. You have the option to opt out. If you wish to opt out of this Microsoft Copilot transcription, please notify your Talent Partner in advance of the interview. If we do not receive an opt-out request from you, we will assume that you consent to the use of Microsoft Copilot. At HealthEquity, our goal is to save and improve lives by empowering healthcare consumers. This shared purpose inspires everything we do, including how we approach hiring. Our process is designed to get to know the real you: your skills, experiences, and potential to make a difference. We value honesty, originality, and the courage to do the right thing, even when it is not the easiest path. Showing up as your authentic self reflects these values and helps us build something truly remarkable together. As AI is becoming a common tool throughout the application process, we want to be clear about its appropriate use at HealthEquity. Using AI to support resume writing, research, or interview preparation is perfectly acceptable, provided the content is accurate and genuinely represents your qualifications and skills. For other key parts of our interview process, however, it is important that the ideas, communication, and work you share reflect your own voice, experiences, and thinking. We ask that you participate in our live interviews and complete any assessments without AI assistance unless instructions explicitly indicate otherwise or a specific exception is discussed and approved in advance. This approach ensures fairness, celebrates your individuality, and allows your authentic perspective to shine. Behaviors that do not align with these guidelines may result in disqualification from the hiring process or termination of employment if later discovered. We appreciate your understanding and look forward to learning about the unique contributions only you can bring to HealthEquity. HealthEquity is committed to your privacy as an applicant for employment. For information on our privacy policies and practices, please visit HealthEquity Privacy.

About the Company Founded in 2016, Pennington Partners is building a leading financial services holding company and solutions-oriented platform serving the world's most successful entrepreneurs and their families. Pennington's culture is vibrant, smart, tireless, and iconoclastic. We are intellectually curious and strive to challenge ourselves every day. We are an ensemble of the best and brightest professionals with multi-disciplinary backgrounds. We like to challenge assumptions and welcome new ideas. Our people are collegial but self-reliant. We value independent judgement as much as intellect and look for people who tend to do the right thing first, can work with limited guidance, but who also know how to ask for help. While the firm is building increasing scale and institutional character, we value our entrepreneurial culture and flexibility. About the Position The Client Relationship Officer position is one of the most critical, if not the most critical, open roles in the organization. This role is the face of Client Service excellence and engagement with our Operating Partner Families & LPs and have responsibility for the creation and delivery of monthly performance reporting, management of monthly meetings as well as diligent follow up on any action items. Driven by data and metrics, this person will ensure the high levels of engagement with our Operating Partner Families & LPs that are critical for the firm as we continue to scale. This role will be a direct report of Pennington's Director of Operations. This individual will take great pride in bringing alternative ways to enhance the lives of our Operating Partner Families as well as their wealth and long term success. They understand how clear, concise communication combined with reliable execution and follow through play an important part of our success as a firm. This role will bring with it someone who has a proven track record of utilizing successful CX strategies within the Private Wealth Management, RIA or Multi-Family office industries. Working with some of the most successful families in the country brings with it a commitment to Client Service excellence. What You'll Do Manage the day-to-day interactions as the Client Service owner of Pennington's Operating Partner Families and LPs. Work with the Director of Operations to define and implement both KPIs for the Client Service function as well as collect and measure feedback from our Operating Partner Families & LPs that will inform our engagement model. Work directly with the Market Leadership Team in their market to design and implement Client Service processes that will drive high levels of engagement. Have input into both the client experience road map and performance reporting processes that add value to our Operating Partner Families & LPs. Work alongside and with the Investment and Portfolio Management teams, promoting and managing Operating Partner Family & LP expectations that drive long term business results through retention. Work cross functionally with colleagues from Finance, Operations and Compliance to ensure we are executing the billing process seamlessly Prepare client subscription and redemption documents related to alternative investments. Interact with the different custodial platforms that Pennington has a relationship with (Schwab, Fidelity & Pershing) to execute client service requests and orders. What You Need A minimum of 2 years of proven experience managing a Client Service team at a Private Wealth Management firm, Private Bank, RIA, Multi-Family Office, Independent Broker/Dealer or wirehouse, ideally working with the UHNW client base. A minimum of 3-5 years of total experience in Client Service or adjacent functions, preferably at a Private Wealth Management firm, Private Bank, RIA, Multi-Family Office, Independent Broker/Dealer or wirehouse. Bachelor's degree in business administration, or related field, from a top College or University; Advanced degree or MBA is preferred but not required. Demonstrable competency in strategic planning, business process implementation and business development. Outstanding organizational and leadership abilities and personal integrity. A solid grasp of the various technologies (CRM, RIA Custodial Platforms, Portfolio Management & Performance Reporting) that are used to service our Operating Partner Families & LPs. Strong aptitude in applying that technical knowledge to create business process that drives efficiency and innovation in the way we serve our Operating Partner Families & LPs. Aptitude in data analysis, business intelligence, performance metrics, data-driven decision making and problem-solving. Ability to diagnose problems quickly and pattern recognition to provide foresight into potential issues. A team-player and leader who personally believes in, and is willing to champion, the Core Values of the firm. What You'll Get We offer competitive and comprehensive benefits to help you prioritize your wellness and your career development. Working with a company that leverages our Core Values: Developing One's Greatest Potential, Thinking Big, Client Obsession, Tikkun Olam (Repair Our World). Salary - Competitive compensation (base salary + target bonus) Benefits - Robust benefits package with a choice of PPO Health Insurance Plans covering medical, dental, vision, disability, and group term life insurance with 100% of the employee's premium paid by us. Optional HSA Plan, with a $600 employer contribution. 401K Plan with employer match, commuter parking benefit, cell phone reimbursement. Health & Wellness - $100/month stipend to use on the choice of fitness, meditation classes, meal kits, CSA, and more. Oura Ring welcome gift and one-year subscription to the Oura Ring app, and Pennington welcome swag! Worldwide emergency travel assistance coverage. Paid Time Off - 15 days PTO, unlimited sick leave, bereavement leave, 11 federal holidays and 3 floating holidays. Paid maternity and paternity leave for biological and adoptive parents, plus the option to work from home after paid leave ends to extend time with your growing family, and a $4,000 childcare stipend to help you transition back to work. EQUAL EMPLOYMENT OPPORTUNITY It is the policy of Pennington Partners to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Pennington Partner's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

Givebutter is the most-loved nonprofit fundraising and CRM platform, empowering millions of changemakers to raise more, pay less, and give better. Nonprofits use Givebutter to replace multiple tools so they can launch fundraisers and events, use donation forms and donor management (CRM), send emails and text blasts-all in one place. Use of the Givebutter platform is completely free with a 100% transparent tip-or-fee model. Givebutter has been certified as a Great Place to Work in 2021, 2022, 2023, and 2024, and is the #1 rated nonprofit software company on G2 across multiple categories. Our mission is to empower the changemaker in all of us. We believe giving should be fun, so you'll want to do it again, and we also believe that work should be fun, so that you'll have the greatest impact. We are excited to hear from talented people who want to work with other talented people in making the world a butter place-and have fun along the way. Role Description Givebutter is hiring an outstanding Customer Success Manager with a combination of post-sales and fundraising expertise who can leverage every resource available to our customers to steward them to fundraising success. As a member of our growing team, you will have the opportunity to support the fundraising efforts of our highest-raising nonprofit and enterprise customers. The CSM's role is to drive adoption, value realization, growth, and renewals across a scaled portfolio while maintaining a high level of value to our customers. You'll be focused on helping organizations optimize their fundraising, leveraging Givebutter's many products and features, starting post onboarding and continuing through ongoing account retention. CSMs work regularly with cross-functional internal teams (including Sales, Onboarding, Marketing, Support, and Product, Design, & Engineering) to surface customer feedback and improve the entire customer experience. We want to hear from people who… Understand fundraising, donor engagement, or nonprofit development and can apply that knowledge to customer success. Have hands-on experience in post-sales customer success or account management roles in tech, including supporting customers in using software, troubleshooting issues, and identifying upsell opportunities. Are always making connections. Whether it's with a major donor, a new volunteer, or a board member, you naturally find common ground. Are confident! Much of your work is prescriptively guiding and helping users to execute the customer-focused solutions you propose to reach their fundraising goals. You'll also be their internal advocate, surfacing and championing user requests. Are natural relationship builders who can quickly earn trust with nonprofit leaders and stakeholders in order to drive value realization through product adoption strategies. Are tech savvy and comfortable teaching others how to use software tools. Thrive in a collaborative, fast paced environment and enjoy connecting the dots between customer needs and business goals. Responsibilities Serve as a lead point of contact for high value customer accounts, developing trust and building relationships with key stakeholders, while guiding them through adoption and best practices to accelerate their fundraising goals on Givebutter Become a subject expert in the Givebutter platform and leverage fundraising expertise to assist with fundraising strategy via email, Zoom, and phone calls Assist with the creation and maintenance of educational materials, including best practice and workflow guides, for all of Givebutter's customers Lead discovery sessions to align engagement requirements with organizational outcomes and identify key stakeholder responsibilities within an actionable plan Lead and develop Customer Impact sessions to support scaled, 1:Many community based learning for high impact use cases and workflows Provide use-case and product-based training and strategy guidance to help customers optimize campaigns and reach their fundraising and donor engagement outcomes. Continuously identify and improve gaps in implementation and customer success processes, contributing to the development of scalable, repeatable best practices Surface and analyze customer feedback to drive product improvements and inform team strategy. Partner with Sales, Product, Support, and other internal teams to ensure a seamless customer experience. Requirements Preferred: 1-3 years of experience working for a nonprofit organization in fundraising or donor development; this is essential for understanding our customers. Experience in marketing fundraising campaigns is a plus. 2-5 years of experience in a sales or post-sales role as a Customer Success Manager, Account Manager, Account Executive, or similar. Ability to manage multiple accounts independently with a customer-first mindset and consultative approach. Experience working toward KPIs or variable compensation tied to customer outcomes. Experience working with nonprofit CRMs and online fundraising tools Excellent written and verbal communication skills. You'll need to be able to communicate clearly to customers, and as a remote team, most of our communication is written Excellent communication and emotional intelligence with experience in building relationships and collaborating cross-functionally. More about Givebutter Benefits Remote Work: Work remotely from one of our 10 hubs (Austin, Denver, Indianapolis, Los Angeles, San Francisco, New York, Salt Lake City, Minneapolis, Seattle, and Nashville). Health Insurance: We offer Medical, Dental, and Vision insurance covered 100% for employees as well as HSA and FSA accounts. Dependent Care Coverage: We offer coverage for dependents, with 50% of Medical, Dental, and Vision premiums covered for all eligible dependents. Mental Health: Givebutter health insurance plans come with access to a TalkSpace membership. 401k: We offer a 3% 401k match for all eligible employee's. Vacation and Holidays: Givebutter offers a Flexible PTO policy with uncapped vacation days and company-recognized holidays. Wellness Week: Givebutter closes for one week each summer to prioritize rest and recharge for the entire team. Parental Leave: We offer 12 weeks of paid leave for all parents and comprehensive leave planning management through Aidora. Home Office Stipend: Upgrade your home office with company-sponsored expenses, including high-quality laptops, monitors, and modern technology. Charitable Giving: Employees are encouraged to donate up to $50/month to any verified nonprofit they wish to support on Givebutter. Professional Development: We offer learning and development reimbursement opportunities. Love What You Do: We are a mission-driven company serving the charitable sector. Feel good about the work you're doing and the company you work for. Interview Process Below is a high-level outline of our standard interview process Recruiter Screen: A 30-minute conversation to learn more about your background, walk through the role, and ensure mutual alignment on expectations, values, and logistics. Hiring Manager Interview: A deeper dive into your relevant experience, skillset, and working style. This is your first opportunity to connect directly with the person who may be your future manager. Assessment (technical or non-technical): This stage will vary based on the role. It could involve a live coding session, case study, or take-home project. Some roles may include two parts to this stage to evaluate both practical skills and problem-solving approaches Values Interview: A conversation with team members focused on how you align with our core values and leadership principles. References: We connect with a few folks you've worked closely with to get a better picture of your working style and impact. Offer: If all goes well, we'll move to the offer stage! Please note, we will have an AI note-taking tool join most of our interviews. Hi potential new butterslice! A recent study from LinkedIn showed that most women apply to jobs only when they meet 100% of the requirements, whereas men will hit the apply button if they hit 60%. Givebutter is committed to building a diverse and inclusive team. So to the women and nonbinary folks out there feeling unsure if you're a perfect fit, we strongly encourage you to apply!

Department Recruiting Done Employment Type Full Time Location Remote Workplace type Fully remote Compensation $80,000 - $100,000 / year Key Responsibilities Skills, Knowledge and Expertise Benefits About Escalon Recruiting Done

We are hiring a Manager, Culture and Engagement to lead and operationalize strategic initiatives that strengthen Mariner's culture, enhance associate engagement, and improve organizational effectiveness. This role functions as a strategic execution partner to HR leadership-similar to a chief of staff-with responsibility for driving key priorities forward, establishing structure and operating rhythms, and ensuring initiatives deliver measurable outcomes. Approximately 75% of the role focuses on strategic initiatives, internal communications, program management, organizational design support, and change management. The remaining 25% centers on performance management processes and enabling leadership effectiveness. This role is not focused on events, perks, or social programming; rather, it builds the systems, frameworks, and workflows that enable culture at scale. This position is open to candidates in any location. It is an exceptional opportunity for a current or former management consultant or strategy/project leader who thrives in fast-moving environments, excels at bringing clarity to ambiguity, and is motivated by delivering high-impact execution. Responsibilities Strategic Initiatives & Organizational Effectiveness (Majority of Role) Lead and manage key strategic initiatives that advance culture, engagement, and organizational effectiveness across the firm. Develop structured frameworks, plans, and operating models to bring clarity, prioritization, and rigor to complex or ambiguous workstreams. Establish project governance, milestones, roadmaps, and communication cadences that ensure consistent progress and accountability. Conduct structured problem-solving and analysis to synthesize insights, articulate recommendations, and support decision-making. Manage the annual HR operating calendar, ensuring alignment, visibility, and timing of major programs and enterprise-wide deliverables. Develop internal HR and leadership communications that convey strategic priorities, change initiatives, and program updates with clarity and impact. Partner with cross-functional leaders to align on goals, risks, dependencies, and execution plans. Organizational Design & Change Management Support organizational design efforts including documentation of structures, roles, workflows, and decision-rights. Drive change management planning and execution, including stakeholder engagement, adoption strategies, training materials, and communication frameworks. Contribute to building scalable systems and processes that enable culture, employee experience, and organizational health. Performance Management (Approx. 25% of Role) Manage planning, coordination, and execution of the firm's annual and midyear performance management cycles. Support development and refinement of performance tools, frameworks, and guidance for leaders and associates. Coordinate communications, training materials, and timelines to ensure a consistent and effective experience across the organization. Stakeholder Engagement & Execution Excellence Serve as a trusted execution partner to HR leadership, acting as an extension of the team to ensure critical initiatives move forward. Build strong relationships with leaders and associates to drive alignment, surface insights, and remove barriers to progress. Prepare executive-ready presentations, reporting, and strategic updates that translate complex information into clear narratives. Handle high-priority or strategic operational tasks as needed to support HR leadership. Qualifications Bachelor's degree required. 3-5 years of experience in management consulting, strategy, PMO, organizational effectiveness, or a similar execution-focused role. Demonstrated ability to apply structured problem-solving, develop frameworks, and drive projects from concept through execution. Strong analytical, communication, and presentation skills, with the ability to influence and partner across levels and functions. Proven ability to operate effectively in environments with ambiguity, competing priorities, and multiple concurrent workstreams. High level of professional polish, judgment, and discretion. Proficiency in Microsoft PowerPoint and Excel; experience with project management tools a plus. No prior HR background required; interest and learning agility in people strategy and organizational effectiveness are essential. Skills and Knowledge Strategic thinker with a strong execution orientation and ability to structure complex problems. Strong project and program management capabilities with attention to detail and operational rigor. Ability to synthesize data, stakeholder input, and organizational insights into clear recommendations. Ability to influence without authority and build productive relationships across functions. Exceptional written and verbal communication skills, including creation of executive-level materials. Commitment to confidentiality and professionalism in handling sensitive information. We welcome your interest in being a part of the Mariner team. We offer our associates an innovative and challenging place to work with camaraderie and teamwork. We are a growth-oriented, entrepreneurial culture that respects people and values talent, experience and ambition. About the Team At Mariner, the people behind the people make all the difference. That's why our advisors have access to an in-house team of support for taxes, insurance, estate planning and more. In this role, you will partner closely with HR leadership and cross-functional stakeholders to advance strategic initiatives that drive organizational culture, engagement, and effectiveness. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $99,000.00/year to $130,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-JS1 #LI-REMOTE EOE/M-F/D/V

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.

Get started on an exciting career at Element! Element employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard work and innovation, and we need more like-minded people on our team. About the Role We're looking for a client-focused relationship builder to join our team as Client Relationship Manager. In this role, you will support a rapidly growing new fleet program with a large last mile delivery client. You will build and maintain positive client relationships within an assigned territory by working closely with business owners and gathering feedback. You will also train and educate clients on program offerings to drive satisfaction and continuous improvement. What You'll Do Build positive client relationships in an assigned territory. Proactively consult on customer needs, customer education, and analysis on products and services while recommending cost saving solutions. Manage processes to optimize fleet productivity. Utilize tools to effectively communicate with an assigned territory through multiple communication channels. Partner with Growth Initiative teams in the development and implementation of account growth strategies to meet objectives. Educate and train customers on product offerings, available technologies, and resources. Take ownership of client issues and apply critical thinking, problem solving, and root cause analysis to identify solutions. Conduct periodic surveys, analyze results, and create action plans to ensure continuous improvement and client satisfaction. Partner with operational teams and provide feedback on client satisfaction and identified areas of improvement. Basic Qualifications BS or BA in business or related field required. 3-5 years of relevant customer service or client account management experience. Ability to manage multiple tasks simultaneously in a rapidly changing, fast-paced environment. Strong critical thinking skills to offer creative solutions to meet client needs. Excellent verbal and written communication skills. Ability to travel upon request. Candidates must reside in PA, NJ, NY, CT, RI, MA, VT, NH, or ME to be considered for this role. Preferred Qualifications Demonstrated broad business perspective with proven strategic analytical skills. Demonstrated ability to successfully present to customers and senior management. Ability to effectively interact at all levels of an organization. Detail-oriented, proactive, and client-focused working style. Location Current Location: US Remote, but candidate must be in the North Eastern area of the United States (PA, NJ, NY, CT, RI, MA, VT, NH, or ME) The hiring base salary range for this position is $101,900 to $140,140 annually. Actual compensation within this range will be dependent upon the individual's knowledge, skills, experience, equity with other team members, and alignment with market data. Please note that the disclosed salary range is solely for candidates hired to perform work within this geographic location. Candidates hired to work in other locations will be subject to the pay range associated with that location. What's in it for You • A culture of innovation, empowerment, decision-making, and accountability • Comprehensive health and welfare benefits that serve the needs of you and your family and foster a culture of wellness • Additional benefits and amenities, including paid time-off programs (vacation, sick leave, and holidays) Applicants will be required to undergo a background check only if and after a conditional offer of employment has been extended. Element Fleet Management and its wholly owned subsidiaries are an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, genetic information, sex, gender identity, sexual orientation, age, marital status, family status, ancestry, national origin, citizenship, physical or mental disability, veteran status, military obligations or any other characteristic protected by federal, state and local laws. Disability-related accommodations during the application and interview process are available upon request. Should you require an accommodation with our hiring process please send an email to ********************************* or call **************. Know Your Rights: Workplace discrimination is illegal

Get started on an exciting career at Element! Element employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard work and innovation, and we need more like-minded people on our team. About the Role We're looking for a client-focused relationship builder to join our team as Client Relationship Manager - LMR. In this role, you will support a rapidly growing new fleet program with a large last mile delivery client. You will build and maintain positive client relationships within your assigned territory by working closely with Business Owners and gathering feedback. You will also train and educate clients and Element Field Associates on program offerings to support operational success. What You'll Do Build positive client relationships within Element Last Mile Rental. Proactively consult on customer needs, customer education, and analysis on products and services while recommending cost saving solutions and managing processes to optimize fleet productivity. Proactively consult on Field Associate needs, including assistance with T&R requests and prerequisite completion tracking. Take ownership of client issues and apply critical thinking, problem solving, and root cause analysis to identify solutions. Conduct periodic surveys, analyze results, and create action plans to ensure continuous improvement and client satisfaction. Partner with and provide feedback to operational teams on client satisfaction and identified areas of improvement. Utilize tools to effectively communicate with an assigned territory through multiple communication channels. Partner with the Automation team to identify and create system integrations that improve response time and tracking of opportunities for improvement. Partner with Growth Initiative teams to develop and implement account growth strategies to meet objectives. Educate and train customers and Field Associates on product offerings, available technologies, and resources. Basic Qualifications BS or BA in business or related field required. 3-5 years of relevant customer service or client account management experience. Must be authorized to work in the United States and not require work authorization sponsorship now or in the future. Must have a minimum of intermediate-level proficiency with Excel and other Microsoft applications. Ability to manage multiple tasks simultaneously in a rapidly changing, fast-paced environment. Strong critical thinking skills to offer creative solutions to meet client needs. Preferred Qualifications Demonstrated broad business perspective with proven strategic analytical skills. Demonstrated ability to successfully present to customers and senior management. Ability to effectively interact at all levels of an organization. Highly detailed and customer-focused working style. Ability to travel upon request. Location Current Location: US Remote The hiring base salary range for this position is $101,900 to $140,140 annually. Actual compensation within this range will be dependent upon the individual's knowledge, skills, experience, equity with other team members, and alignment with market data. Please note that the disclosed salary range is solely for candidates hired to perform work within this geographic location. Candidates hired to work in other locations will be subject to the pay range associated with that location. What's in it for You • A culture of innovation, empowerment, decision-making, and accountability • Comprehensive health and welfare benefits that serve the needs of you and your family and foster a culture of wellness • Additional benefits and amenities, including paid time-off programs (vacation, sick leave, and holidays) Applicants will be required to undergo a background check only if and after a conditional offer of employment has been extended. Element Fleet Management and its wholly owned subsidiaries are an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, genetic information, sex, gender identity, sexual orientation, age, marital status, family status, ancestry, national origin, citizenship, physical or mental disability, veteran status, military obligations or any other characteristic protected by federal, state and local laws. Disability-related accommodations during the application and interview process are available upon request. Should you require an accommodation with our hiring process please send an email to ********************************* or call **************. Know Your Rights: Workplace discrimination is illegal

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

Sr Client Relationship Mgr GB - SA08HE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The Hartford is seeking a Senior Client Relationship Manager. This role manages a defined book of business from implementation through ongoing account management, serving as the primary support for pre-sales finalist presentations, customer satisfaction, persistency, growth, and profitability. Responsibilities: Ongoing Service (80%): Responsible for managing a defined book of business (BOB, target $60M annual premium) consisting of National Accounts. This includes meeting with customers based on each customer's preference and needs, which is typically 1 - 2 times per year. This may likely include out-of-state travel. Partners with Client Consultant to assist with on-going service-related matters. Sets appropriate expectations with clients and brokers about standard contract provisions and potential exceptions. Effectively communicates guidelines and expectations for Account Administration. Review Tax Services with customers on an annual basis to ensure Tax reporting is correct. As needed, coordinate execution of a revised tax services agreement. Effective Customer Service Administration / Issue resolution (liaison with underwriting, claims, billing, etc.). Coordinates the day-to-day service and administrative requirements by effectively assessing customer concerns, networking with the appropriate resources and providing creative solutions to customer needs. Effectively utilizes support staff and HO customer service resources when appropriate. Effective Pro-Active Customer / Broker Interface. Effectively plans for and schedules meetings with clients with a specific pro-active agenda. Promotes Value Added Services and new products, services and offerings. Ensures contract features and benefits meet client's ongoing needs and administrative procedures. Make recommendations for change where appropriate. Keeps abreast of client's changing benefits/HR needs/corporate landscape (mergers & acquisitions). Identifies and coordinates annual enrollment activity/communication requirements. Actively supports Book of Business growth objectives by identifying and pursuing opportunities for new and/or increased lines of coverage in conjunction with the Account Executive and VAE Partners with Account Executive to educate and develop relationships with Brokers and their staff. Collaboration with internal business partners to address Customer needs. Develops and executes comprehensive book of business strategy consistent with organizational initiatives, profitability & persistency targets, segment requirements, and individual customer's needs. Drives the renewal process in collaboration with the National Account Executive and the Underwriter, engaging other business partners as appropriate. Primary liaison between customer, producer, underwriter, voluntary sales manager and internal business partners to ensure customer needs are addressed, bringing in the right resources at the right time. This includes keeping the Account Executive informed, engaging them as needed. Partner with Voluntary Support Team for any voluntary and/or enrollment activities Maintains all areas of the customer specific records in the appropriate systems. Maintains all appropriate case correspondence and relevant account management information, per the Document Management guidelines. Identifies opportunities for process improvement, for the benefit of individual customers and the broader customer base and takes action as appropriate. Understand and effectively communicate basic underwriting principles, claims experience and pricing justifications to Producers and Customers At least once annually and each time there is a new Employer Benefits/HR Contact, provide Plan Administration review to Employers including, but not limited to portability/conversion, continuation provisions, instructions for calculating premium and premium remittance etc. Consults with customers to manage ongoing changes to reporting that align with our standard offering. Works with business partners to implement eligibility feeds and then helps facilitate ongoing issue resolution and file feed changes. Participates in special projects which support organizational needs, effectively assessing and communicating business impacts. Attends and participates in all mandatory training, meetings, etc. Implementation (10%): Partners with Implementation Team and Account Executive, including attending calls. Attends face-to-face meetings, as needed. Partners with Implementation Team to set appropriate expectations with clients and brokers about standard contract provisions and potential exceptions. Effectively communicates guidelines and expectations for Account Administration. Partner with Voluntary Support Team for any voluntary activities Conduct Employer Portal onboarding Conducts Welcome Call Presale/Add Issue Submissions (10%): Partners with Account Executive and Underwriting on plan design and rate negotiations for Add Issue business Actively supports pre-sale / finalist activities in conjunction with internal business partners. This includes occasional travel to participate in finalist meetings, typically on short notice. Qualifications: A minimum of 7 years account management experience Group Benefits experience strongly preferred with an emphasis on account management, sales, or underwriting on 5,000+ lives. 4-year college degree or equivalency strongly preferred Group Life & Health license required based on assigned book of business; must complete ongoing Continuing Education requirements in a timely manner to maintain license(s) Group Benefits Disability Specialist designation required within 1 year Travel is required approximately 20% of the time. *Territory is the US East Coast; ideal candidate will sit in the Eastern/ will consider Central Standard time zone* This role can have a Hybrid or Remote work arrangement. Candidates who live near one of our office locations will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $88,560 - $132,840 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Our Culture | What It's Like to Work Here | Perks & Benefits

External Description: The Client Account Services (CAS) team is responsible for the day to day servicing of our institutional clients holding separate accounts, sub-advised and proprietary products. The group has a high level of teamwork, sharing expertise and experience to provide exemplary service to our TRP clients. The team partners with multiple internal groups and external entities, as/if needed, to support client needs. Role Summary The CAS Manager is responsible for the day to day servicing of our institutional clients holding separate accounts, sub-advised and proprietary products. During the onboarding of a new client, the Manager is accountable for partnering with a Client Implementation Manager (CIM) during that process to learn and understand the client's servicing expectations. At the time onboarding is complete, the Service Manager takes over the relationship, owning the day-to-day servicing of the client, ensuring that all inquiries, requests, and service requirements are met/addressed. Service requests include, but are not limited to, leading Investment Management Agreement updates, fee payment modifications, reporting requests, coordination of restricted lists, reconciliation inquiries, establishing new market openings and participation of new counterparty agreements. Strong partnership is expected with the Distribution Relationship Managers, ensuring we are showing up as “One T. Rowe” to the client. Strong partnership to manage service requests is also needed with Investments, Legal, Investment and Trading Solutions, Investment Compliance, Global Investment Operations, Global Client Investment Reporting, and other groups throughout TRP. The Manager exercises proven judgment and discretion in analyzing, evaluating, and executing on servicing complex institutional clients with little direction. Responsibilities Oversees and manages client operations and administration support activities for clients. Services clients through the client life cycle, resolves complex operational issues, and monitors requests through execution. Escalates complex issues and requests to more senior staff as needed. Analyzes data to develop informed operating or servicing agreements. Negotiates operational servicing requirements based on analysis. Facilitates resolution of complex operational needs and escalates complex, nonstandard servicing requirements and engages more senior staff to develop applicable solution to highly complex operational issues. Communicates on a regular basis with complex and challenging clients and their service providers to deliver high-quality services. Facilitates the communication of information to internal parties. Ensures resolution activities are in accordance with the local regulatory requirements. Leads internal activities and initiatives designed to improve the client operations process and ensure a high-quality client experience. Helps develop process improvements. Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience Preferred: Excellent knowledge of the asset management business and investment products Excellent client service skills Excellent time management skills Ability to manage multiple, competing projects, priorities, and sensitive issues Strong prioritization skills and decision-making skills Excellent analytical skills and attention to detail, accuracy, and deadlines Excellent communication (verbal and written) and interpersonal skills and the ability to build relationships at all levels of the organization Proven ability to work in a team environment with a strong sense of urgency Highly motivated with demonstrated initiative and the ability to work independently FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status). City: State: Community / Marketing Title: Manager, Client Account Services Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

External Description: A solutions-oriented service organization that is accountable for the client's operational service experience by providing proactive single point of contact, targeted and enriched approach to servicing while delivering and developing best of class capabilities. Role Summary The Client Account Services Sr. Manager - Insurance is responsible for managing the end-to-end service experience for our insurance clients and supporting complex client onboarding efforts. This role requires extensive liaising between internal and external stakeholders to customize service models to meet client requirements, particularly those in the insurance sector with significant AUM at T. Rowe Price. The Sr. Manager will be responsible for high-volume account-specific client inquiries, ensuring timely and accurate responses to maintain client satisfaction. Additionally, the Sr. Manager will hold regular operational due diligence meetings with these clients to maintain strong relationships and identify areas for improvement. The position is regionally focused but may involve working on client service projects from other regions as needed, forming part of the global Client Account Management function. Responsibilities Research best practices and competitive practices to develop recommendations for changes to client operations processes and protocols. Services the ongoing investment operational needs of complex clients, including identifying data trends and analysis to support operational needs. Consults with clients and addresses highly complex, nonstandard servicing requirements. Raises awareness and teaches others how and when to escalate issues. Communicates on a regular basis with highly complex and challenging clients and their service providers to deliver high-quality services. Monitors risk and engages in problem solving by critically questioning and analyzing practices that impact the client experience. Recommends process changes to client operations that will have impact across T. Rowe Price clients based on expertise and knowledge of best practices. Leads internal activities and initiatives designed to improve the client operations process and ensure a high-quality client experience. Helps develop process improvements. Works with internal and external contacts to identify opportunities to improve business processes and to increase the level of client service Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 8+ years of total relevant work experience Preferred: Excellent analytical skills and attention to detail, accuracy, and deadlines Excellent communication and interpersonal skills and the ability to build relationships at all levels of the organization Proven ability to work in a team environment with a strong sense of urgency Highly motivated with demonstrated initiative and the ability to work independently Experience working directly with asset management division of insurance business and with insurance-focused regulatory inquiries & reporting Experience and expertise in fixed income markets, securities, and derivatives instruments FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to two days per week from home. City: State: Community / Marketing Title: Client Account Services Sr. Manager - Insurance Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

External Description: Oversees assigned complex client relationships, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. Identifies account growth opportunities based on client goals that may cross multiple business unit services/offerings and reviews with clients to ensure their needs are met. Responsible for relationships that are typically moderately sized and may span multiple products/services. Provides guidance to less experienced professionals and may provide secondary support on a large or key relationship under the guidance of functional managers. Responsibilities Becoming a trusted resource for retirement plan advisors who are critical to the success of RPS. Consulting on investment vehicles, participant services and plan design solutions that will enhance AUM retention and expansion. Understanding advisor needs, business model and point of view while helping them manage their retirement plan clients. Consulting on legislative and regulatory developments, reviewing investment options, and monitoring of plan related fees. Supporting RPS Sales in the acquisition of new business relationships. Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience Series 6 and 63 licenses Preferred: 5+ years of retirement industry experience working with plan advisors. Ability to develop, articulate and implement strategies to optimize advisor relationships based on knowledge of their business model and practices. Ability to work effectively as a member of a team. Ability to use analytical tools and industry publications to gather information. Exceptional client service, communication, and consulting skills. FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to two days per week from home. May consider a telework schedule. City: State: Community / Marketing Title: Senior Client Relationship Manager Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

Our Sales Force is the face of Chobani. We make sure every cup we sell meets a happy customer. We're a dedicated team. And it's easy to be dedicated when you're a part of something much bigger than yourself. We've got an unbridled appetite for making a difference. Customer Business Managers lead sales activities for Chobani customers in their assigned geographical areas. This role leads the analysis of customer sales, implementation of effective marketing and promotional programs while developing strong customer relationships to deliver execution of all sales objectives for the Chobani brand. We are hiring 3 CBMs, 1 per the following locations: Atlanta, GA, Cincinnati, OH, and either Denver, CO or Dallas TX Responsibilities * Ensure delivery of business objectives through distribution, volume, share, promotion execution, new items, and spending objectives * Identify and define specific strategic business objectives to improve sales, share growth and enhanced profitability for the Chobani portfolio * Lead the execution and delivery of monthly, quarterly, and annual sales objectives * Deliver profitable territory sales growth and monitor customer performance to develop action plans to address challenges and improve opportunities * Develop Chobani brand portfolios in line with distribution, pricing, merchandising, and shelving objectives established for each platform * Facilitate communications and meetings with customers and brokers to ensure high quality customer service * Use customer sales data and category management studies to provide fact-based analysis and deliver business building initiatives * Complete other tasks as needed Requirements * Bachelor's degree required * 3+ years sales experience in the CPG industry, key Northeast customer experience preferred * Must be comfortable working with syndicated data and experience using data in sales presentations * Strong and proven leadership qualities with cross-functional team * Track record of being highly customer focused, building and maintaining strong business relationships * Highly organized with the ability to balance multiple projects at once * Ability to work in an entrepreneurial, fast-paced, and dynamic environment * Proficient in Microsoft Office * Willingness to travel About Us Chobani is a food maker with a mission of making high-quality and nutritious food accessible to more people, while elevating our communities and making the world a healthier place. In short: making good food for all. In support of this mission, Chobani is a purpose-driven, people-first, food-and-wellness-focused company, and has been since its founding in 2005 by Hamdi Ulukaya, an immigrant to the U.S. The Company manufactures yogurt, oat milk, and creamers - Chobani yogurt is America's No.1 yogurt brand, made with natural ingredients without artificial preservatives. Following the 2023 acquisition of La Colombe, a leading coffee roaster with a shared commitment to quality, craftmanship and impact, the Company began selling cold-pressed espresso and lattes on tap at cafés nationwide, as well as Ready to Drink (RTD) coffee beverages at retail. In 2025, Chobani acquired Daily Harvest, a modern brand offering consumers nutritious, delicious and convenient ready-to-make meals. Chobani uses food as a force for good in the world - putting humanity first in everything it does. The company's philanthropic efforts prioritize giving back to its communities and beyond. Chobani manufactures its products in New York, Idaho, Michigan and Australia, and its products are available throughout North America and distributed in Australia and other select markets. For more information, please visit *************** or follow us on Facebook, Twitter, Instagram and LinkedIn. Chobani is an equal opportunity employer. Chobani will not discriminate against any applicant for employment on any basis including, but not limited to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, military and/or veteran status, marital status, predisposing genetic characteristics and genetic information, or any other classification protected by federal, state, and local laws. Chobani provides a comprehensive benefits package, including medical, dental, vision coverage, disability insurance, health savings account, flexible spending accounts, and tuition reimbursement. To help save for the future, all employees are eligible for a 401k match of 100% on up to 5% of eligible pay. To support growing families, we provide fertility and childcare assistance, and 12 weeks of parental leave at full pay after six months of continuous employment. In addition, we provide wellness resources which include an employee assistance program, fitness discounts, a wellness reimbursement, on-site gym access (certain locations) and a monthly wellness newsletter to connect you with resources and timely information. We offer various types of paid time of including: 120 hours of paid time off, 11 holidays, paid volunteer time off and military service leave. Compensation Range: $88,000.00 - $132,000.00, plus bonus. Nearest Major Market: Cincinnati

UNIFIED BANK, in Dover, OH, has an immediate opening for the full-time position of Customer Experience Manager. This position reports directly to UNIFIED BANK's Customer Experience & Sales Executive. Responsibilities include, but are not limited to: Leading the Dover Banking Center according to the Bank's culture, The UNIFIED Way. Supervises and develops Banking Center Team Members to provide warm, friendly and efficient customer service. Maintains compliance with Bank and Regulatory policies and procedures. Leads and develops Customer Service Representatives in operational job knowledge, products and services, selling techniques, security and compliance. Coaches, develops and reviews performance, regularly, with all branch Team Members. Generates, processes and closes non-complex consumer loans. Motivates Team Members to build relationships with customers and offer Bank products and services. Monitors progress and works with staff to attain Banking Center achievement objectives. Resolves customer concerns in a professional, tactful manner. Responsible for the Banking Center's vault cash, ordering of currency, balancing and adherence to internal security controls. Monitors all security and compliance issues, ensures accuracy and adheres to all Bank policies. Job Requirements: 2 years of retail banking experience in a Teller, Personal Banker or Customer Service role. Excellent business communication skills, both written and verbal. Ability to lead, develop and motivate branch team to achieve branch objectives. Position requires standing and walking for the majority of the day and the ability to lift approximately 40lbs. Associates Degree OR equivalent related work experience is required. UNIFIED BANK is an Equal Opportunity Employer.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: * Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth * Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service * Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit * Oversees the client service experience and reviews the approval of new client accounts * Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. * Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. * Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. * People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. * Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. * Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. * Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: * Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill * Managing the branch's Wealth Management Client Associates and Service Support Staff * Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel * Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge * Coaching teams to deliver a modern, digital first service model focusing on client satisfaction * Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise * Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: * Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted * Minimum of 5+ years professional experience Key Qualifications for the role: * Current or previous Merrill Wealth Management experience strongly preferred * Self-motivated and client centric * Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures * Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) * Prior trend analysis experience * Strong customer service and communication skills * Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: * Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: * Compensation Analysis * Performance Management * Process Performance Management * Referral Management * Workforce Planning * Due Diligence * Internal Audit Review * Leadership Development * Recruiting * Risk Management * Client Management * Customer Service Management * Employee Counseling * Succession Planning * Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40

Pepper Pike, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit Oversees the client service experience and reviews the approval of new client accounts Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Managing the branch's Wealth Management Client Associates and Service Support Staff Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge Coaching teams to deliver a modern, digital first service model focusing on client satisfaction Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted Minimum of 5+ years professional experience Key Qualifications for the role: Current or previous Merrill Wealth Management experience strongly preferred Self-motivated and client centric Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) Prior trend analysis experience Strong customer service and communication skills Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: Compensation Analysis Performance Management Process Performance Management Referral Management Workforce Planning Due Diligence Internal Audit Review Leadership Development Recruiting Risk Management Client Management Customer Service Management Employee Counseling Succession Planning Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40