Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
Deep commercial lines insurance expertise, Maryland P&C license, proficiency with Applied Epic and Microsoft Office, strong client management, presentation, analytical, and communication skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Applied Epic
HomeCentris Healthcare: Provider of home-based healthcare and personal assistance services.
2+ YOE2 years scheduling experience; customer service or healthcare administration preferred; knowledge of home health regulations preferred; strong communication, organizational, and problem-solving skills; proficiency with Microsoft Office and EHR systems; bilingual candidates encouraged.
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
3+ YOERequires SIE, Series 6/7 and Series 63/66 licenses at hire, 3+ years banking or wealth experience, experience with affluent/HNW clients, Salesforce CRM proficiency, strong communication and regulatory knowledge.
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
3+ YOEBachelor's degree or equivalent experience; active Series 7 and Series 63 required, Series 9/10 required or obtainable within 90 days; 3+ years customer service and 3-5 years in financial/security services preferred; strong communication and financial acumen.
Marriott InternationalNASDAQ: MAR: Operates and franchises a global network of hotels and resorts.
12+ YOEBachelor's degree and 12+ years of progressive leadership experience in luxury hospitality, retail, private client services, sales, CRM, marketing, or customer experience; transformation and executive stakeholder experience required.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
High school diploma or equivalent; Series 7 and 66 or Series 7, 63, and 65; SAFE Act registration; communication, organization, collaboration, wealth management, risk management, and client issue resolution skills.
Senior Client Relationship Manager, Employee Benefits - Potential for Hybrid Work
Annapolis or Washington
$95k-$125k/yrHybridFull Time
Hub International: Provides global insurance brokerage and risk management services.
7+ YOESeven years of employee benefits account management experience, a current Life/Health license, benefits compliance knowledge, Microsoft Office proficiency, and strong organizational, communication, analytical, and presentation skills.
Microsoft Office, BenefitPoint, Brokerage Builder, EPIC, Microsoft Teams, Zoom, GoToMeeting
PTMA Financial Solutions: Provides treasury and investment services to public sector entities.
5+ YOEDevelop and execute sales strategies for municipal clients; bachelor’s degree, 5+ years experience, Series 7/63/50 required, strong interpersonal and municipal finance knowledge.
Bachelor's degree required; Series 65 or Series 66/7 combo required; experience with Goldman Sachs, Schwab, Fidelity preferred; proficiency with AI and strong client service and communication skills.
Plano or Brooklyn or Wilmington or Chicago or Tampa or Jersey City or Palo Alto
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOERelationship management experience, client strategy, strong communication and presentation skills; payments industry knowledge; ability to grow and retain client relationships.
GHD: Global professional services firm specializing in engineering and architecture.
15+ YOEPE license, Bachelor's or Master's in Civil/Environmental Engineering, 15+ years water/wastewater experience with municipal clients, 5+ years client-facing municipal experience, proven business development and project delivery on >$10M projects.
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.
Philadelphia or Lancaster County or Lehigh County or Berks County or New Jersey or Delaware or Maryland or Virginia or Washington
$114k-$190k/yrHybridFull Time
Fulton BankNASDAQ: FULT: Regional bank providing personal, commercial, and mortgage banking services.
6+ YOEBachelor's degree or equivalent experience in business, finance, accounting, or similar; 6+ years of commercial or related banking experience; 2+ years managing a large complex client portfolio.
Philadelphia or Lancaster County or New Jersey or Delaware or Maryland or Virginia or Mount Laurel or Lancaster or Plymouth Meeting or Greenville or Bridgewater or Wyomissing or Gaithersburg or Washington
$114k-$190k/yrHybridFull Time
Fulton BankNASDAQ: FULT: Provides retail and commercial banking and wealth management services.
6+ YOEBachelor's degree or equivalent experience, 6+ years in commercial credit or banking, and 2+ years managing a complex client portfolio. Requires credit, risk, negotiation, communication, and organizational skills.
Dealer Relationship Manager –Delaware & Greater Philadelphia
Dover or Delaware or Pennsylvania
$77k-$128k/yrFieldFull Time
SantanderMadrid Stock Exchange: SAN: Global financial institution providing banking and wealth management services.
5+ YOEBachelor’s degree in business, finance, or marketing, or equivalent experience; 5+ years in auto finance, client relations, account management, relationship management, or automotive retail sales management.