Lido Advisors: Provides wealth management and financial planning for high-net-worth individuals.
2+ YOEBachelor's degree and 2+ years in wealth management or related client-facing role; strong attention to detail, analytical ability, and client service orientation.
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
15+ YOEBA/BS required; 15+ years of Medicaid experience; proven leadership with P&L and sales accountability; experience managing large government clients and leading complex projects; strong project management and communication skills.
Denver or San Francisco or New York City or San Jose or Scottsdale or Chicago or Phoenix
HybridFull Time
Gusto: Cloud-based payroll and HR software for small businesses.
Customer-facing B2B relationship experience with strong communication, problem-solving, empathy, and analytical skills; familiarity with AI tools encouraged; ability to work in a hybrid office schedule.
Sunwest Bank: Entrepreneurial business bank serving businesses and entrepreneurs nationwide.
Supports development and analysis of depository and credit information; prepares credit authorizations and collateral analysis; sources new business; manages loan and deposit relationships; uses Salesforce to deliver client service.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOE3+ years in payments or product expertise; proven ability to grow revenue and manage client relationships; strong virtual communication and MS Office/Salesforce skills; bachelor’s degree preferred.
Chicago or Austin or Dallas or Houston or Irvine or Los Angeles or Phoenix or Portland or Salt Lake City or San Diego or San Francisco or San Ramon or United States
$100k-$250k/yrRemoteFull Time
Lincoln FinancialNew York Stock Exchange: LNC: Provides life insurance, annuities, and retirement planning services.
5+ YOE5+ years retirement-industry client-facing experience, strong relationship management, ERISA/IRS knowledge, FINRA S6 & S63 and Life & Health licenses required within hire windows, travel up to 30%.
New York or Chicago or Beaverton or Seattle or Kansas City or Tampa or Atlanta or Washington or Phoenix
$130k-$145k/yrRemoteFull Time
Epiq: Provides technology-enabled legal services and eDiscovery solutions.
5+ YOE5+ years eDiscovery/litigation support experience, proven team leadership, project management, client relationship skills, BA required; Relativity Certified Administrator and PM/eDiscovery certifications preferred.
St Petersburg or Irving or Phoenix or Tempe or Fair Lawn or West Henrietta
$60k-$94k/yrHybridFull Time
PaychexNASDAQ: PAYX: Provider of integrated payroll, HR, and benefits outsourcing solutions.
2+ YOEBachelor's degree preferred; minimum 2 years account management (4 years in account management, sales, or high-level customer service with mid-market clients preferred); strong communication, consultative advisory, and time-management skills.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEBachelors degree and 3+ years relevant experience; skills in relationship management, financial analysis, credit processes, client acquisition, and sales; strong communication and decision-making abilities.
TDIndustries: Provides mechanical, electrical, and plumbing construction and facility services.
5+ YOE5+ years experience in client relationship management or construction operations; Bachelor\u0002s preferred; strong communication, problem-solving, and CRM (HubSpot, Salesforce) experience; knowledge of construction delivery and performance metrics.
Advisory Director Client Relationship Executive - Outsourcing
Atlanta or Phoenix or Boston or Portland or Philadelphia or Pittsburgh or Southfield or San Diego or San Francisco or San Jose or Minneapolis or Columbia or Denver or Kansas City or St Louis or Austin or Dallas or Houston or Reno or Hartford or Salt Lake City or Charlotte or Arlington or Edison or Fort Lauderdale or Jacksonville or Orlando or Tampa or Melville or New York or Bellevue or Raleigh or Washington or Appleton or Milwaukee or Cincinnati or Cleveland or Wichita or Baltimore or Oklahoma City or Tulsa
$180k-$220k/yrOnsiteFull Time
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
10+ YOE10+ years sales experience with 5+ years selling professional services; proven new-business hunting, pipeline building, executive engagement, pricing/negotiation, and CRM discipline; bachelor’s required.
BeachFleischman: Professional accounting, assurance, tax, and advisory services firm.
6+ YOECPA required, Bachelor's in Accounting required (Master's preferred), 6+ years public accounting experience, client relationship management, leadership, tax law knowledge, and community involvement (15 hrs/month).
San Diego or Las Vegas or Greenwood Village or South Jordan or Los Angeles or Dallas or Irvine or Phoenix
$90k-$175k/yrOnsiteFull Time
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
5+ YOE5+ years business development or sales in financial services or property management; bachelor's degree; strong client relationships; CRM proficiency; negotiates terms; compliance awareness.
Alpharetta or Gilbert or Chicago or Sandy or Tampa or Jersey City
$85k-$110k/yrOnsiteFull Time
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
1+ YOE1+ year client service experience; Series 7 and 63 required and ability to register in all states; knowledge of equity, margin and option trading preferred; strong communication, organization, and problem-solving skills; Bachelor's degree preferred.
Gresham or San Francisco or Seattle or Denver or Tempe or Spokane or Boise or Los Angeles or San Diego
$112k-$136k/yrFieldFull Time
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
7+ YOEBachelor's degree or equivalent experience, 7+ years relationship management experience, strong sales/analytical/communication skills, experience with public sector/higher education clients, ability to lead client reviews and manage contracts.
San Francisco or Lone Tree or Seattle or Los Angeles or Phoenix or San Diego or Bozeman or Boise
$155k-$248k/yrFieldFull Time
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
10+ YOEBachelor's degree, active Series 7 and 63, 10+ years family office/UHNW client-facing experience, consultative relationship management, deep industry knowledge, willingness to travel up to 50%.
Los Angeles or Phoenix or California or United States
$89k-$149k/yrRemoteFull Time
Voya FinancialNYSE: VOYA: Provides retirement, investment, and insurance products and services.
6+ YOEBachelor's preferred; 6+ years financial services (or 3+ years in defined contribution); FINRA Series 6 or 7 and 63; state insurance license; strong analytical, organizational and leadership skills; Salesforce experience.