- REI (Seattle, WA)
- …but the person must live in ET or CT zone** The Senior Real Estate Manager - East is accountable for executing REI's retail store strategy related to physical store ... objectives of the REI real estate strategy. Additionally, the Senior Real Estate Manager will be responsible for leasing and other projects and transactions related… more
- Valvoline Global (Carmel, IN)
- …solutions. **How You'll Make an Impact** The purpose of the **Strategic Account Manager ** is to grow the Valvoline business by analyzing, calling on, and servicing ... execute a Customer Strategic Roadmap, defining critical insights and growth opportunities. Relationship building with the key accounts is critical to the success of… more
- Hawaiian Electric (Honolulu, HI)
- …products/technologies and other related enterprise systems such as Customer Relationship Management (CRM), IS-U, Billing, Finance, Device Management, Bill Print, ... Document Management, Treasury, UIPlanner Budgeting, PowerPlant, Service and Asset Manager Mobile Application & Field Service Management, Process Integration/Process… more
- Neuberger Berman (Philadelphia, PA)
- …within the prescribed territory of Philadelphia. This is accomplished through relationship building via individual and group financial advisor meetings, client ... + Lead and develop the Philadelphia territory targeting wirehouses and broker dealers by actively developing relationships with advisors to promote business… more
- BlueCross BlueShield of Tennessee (Memphis, TN)
- …products, networks, underwriting, billing, claims processing procedures and use of a broker distribution system\. _License_ + Tennessee Life and Health License **Are ... you a relationship \-driven professional with a passion for building strong client...problem\-solving?** Join our team as a **Large Group Account Manager ** in the **West Region** , where you'll play… more
- Humana (Oklahoma City, OK)
- …and strategic part in the overall success of a team? If so, join Humana's Broker Relationship Manager team. Humana has an inclusive and diverse culture ... welcoming candidates with multilingual skill sets to service our consumers. The Broker Relationship Manager (BRM) is responsible for managing all available… more
- NJM Insurance (NJ)
- …prior experience in Commercial Lines Sales, Commercial Lines Production Underwriting, or as a Broker Relationship Manager in Commercial Lines? If so, this is ... with onboarding and terminating agencies/brokers as required + Maintain agency/ broker profiles + Attend corporate functions including Corporate Giving, Chamber… more
- Charles Schwab (Westlake, TX)
- … Broker -Dealer/Asset Management enterprise team is seeking an Internal Audit Manager . The Broker -Dealer/Asset Management team provides internal audit coverage ... middle and back office operational functions. Reporting to a Director of the Broker -Dealer/Asset Management enterprise team, the Internal Audit Manager will have… more
- JPMorgan Chase (Jersey City, NJ)
- Join the NA Broker Dealers and Market Structure Payments Sales team! As a Payments Sales Manager within the Financial Institutions Group - North America ... Broker Dealers and Market Structure industry segments, you will...+ Stay current on all aspects of the client relationship , including revenue levels, balance levels, credit exposure, KYC… more
- UNUM (Portland, ME)
- …that appropriate service and financial levels are always met. + Strong relationship management skills with internal clients; proven ability to develop collaborative ... approaches + Provide finalist meeting support and engage as SME for platform and technology delivery ensuring that client is setup with the right fit for their platform and to provide a seamless experience + Track and provide metrics and other appropriate… more
- Charles Schwab (Westlake, TX)
- …improve the efficiency of governance processes, risk management, and internal controls. The Broker Dealer Asset Management (BDAM) Audit Team is seeking a Senior IT ... and data processing. Reporting to a Director or Senior Manager of the BDAM Application Controls team, the Senior...of a project team and champion a strong working relationship with external co-sourcing providers and internal lines of… more
- Comerica (Costa Mesa, CA)
- Job Description Relationship Manager IV -- FSD The Relationship Manager role will be responsible for new business development, onboarding, portfolio ... Financial Institutions and Non-Bank Financial Institutions, including Payroll Providers, Broker Dealers, Title/Escrow companies, and Fintech organizations. Position Responsibilities:… more
- UMB Bank (Kansas City, MO)
- …broker -dealers and fund companies in the United States. As an Associate Client Relationship Manager , you will partner with the Client Relationship ... Managers (CRM) team, manage and support clients in the onboarding, conversion, and ongoing needs of new and existing institutional relationships or new/additional products and services within Investor Solutions. **_How you'll spend your time:_** + You will… more
- HUB International (Rockville, MD)
- …is the place for you.** We currently have an opportunity for a **Client Relationship Manager ** to join our **Employee Benefits** team in our **Rockville, MD** ... years of experience in employee benefits account management; preferably at a broker agency. + Valid current Life/Health license required. + Familiarity with state… more
- HUB International (Wilmington, MA)
- …own unique, regional culture. We currently have an opportunity for a **Client Relationship Manager -- Employee Benefits** . **SUMMARY OF RESPONSIBILITIES** : ... HUB International, you become part of the largest privately owned global insurance broker , providing a broad array of property, casualty, risk management, life and… more
- Citigroup (New York, NY)
- …**Client Focus - Value Add and Driving Revenue** + Act as a senior client relationship manager for the Futures, OTC Clearing and FX Prime Brokerage (FDC) ... The Relationship Sales group within Prime Services is responsible...relationship . + Participate in structured service reviews and/or Broker Votes with follow up detail and action plans… more
- Wells Fargo (St. Louis, MO)
- **About this role:** Wells Fargo is seeking an Associate Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... for process improvement and risk control development + Build and grow relationship with existing and referred clients through portfolio reviews and product and… more
- Carrington (Anaheim, CA)
- …join our amazing team ** Responsible for the management of Account Executives and broker relationship building within a Sales area, focusing on wholesale and ... other specialty lending products. Provide day-to-day mentoring, coaching, training, and broker relationship building, sales region development and management… more
- Wise Foods, Inc. (Remote, OR)
- …Paid Time Off GENERAL PURPOSE We are seeking an Account and Distributor Manager -Food Service (Northeast) that can translate their passion into partnership value and ... business results. The Manager will report to the Food Service Sales ...and prioritization to deliver Annual Operating Plan (AOP). + Broker Management: Leads and influences the broker … more
- Atria Wealth Solutions (Dublin, CA)
- Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager , Investment Services Program in the Dublin, CA ... measure the plans following the credit union and the broker dealer's guidelines. Responsibilities + Develop each employee to...Credit Union compliance training and those mandated by the broker -dealer. + Serve as a liaison between Patelco Financial… more
