Proven client relationship experience, project management skills, proficiency with Microsoft Office, strong communication and analytical skills, willingness to travel, bachelor’s degree in business preferred.
Zero Impact Solutions: Deploys renewable infrastructure including EV charging, solar, and energy storage.
1+ YOEBachelor's degree,1-3 years client service or sales experience,strong communication,project management,CRM and Microsoft Office proficiency,ability to engage C-level stakeholders and manage client expectations.
Pittsburgh or Baxter or Indianapolis or Las Vegas or Glendale or New York City or South Lyon or Cedar Rapids or Richmond or St. Louis or Greensboro or Lake Mary or Newton or Madison or Kansas City or Woodcliff Lake or Fargo or Dresher or Alabama or Alaska or Arizona or Arkansas or California or Colorado or Connecticut or Delaware or Florida or Georgia or Hawaii or Idaho or Illinois or Indiana or Iowa or Kansas or Kentucky or Louisiana or Maine or Maryland or Massachusetts or Michigan or Minnesota or Mississippi or Missouri or Montana or Nebraska or Nevada or New Hampshire or New Jersey or New Mexico or New York or North Carolina or North Dakota or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or South Dakota or Tennessee or Texas or Utah or Vermont or Virginia or Washington or West Virginia or Wisconsin or Wyoming or Poland
RemoteFull Time
Ascensus: Administers tax-advantaged retirement and education savings plans.
5+ YOEBachelor's or equivalent, 5+ years client relationship experience in financial services, 7+ years retirement services experience preferred; ASPPA/CEBS preferred; strong analytical, communication, and project management skills; ability to travel.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
3+ years preferred in wealth management/financial services or client service; experience supporting advisors, account maintenance, Salesforce and Microsoft Office proficiency; strong communication, organization, confidentiality.
Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, Fidelity
Business Development & Client Relationship Manager - Insurance GA
New York or Pasadena
HybridFull Time
Franklin TempletonNYSE: BEN: Global investment firm providing asset and wealth management services.
10+ years insurance client relationship sales experience; deep insurance investment knowledge; Finance degree or related field; strong relationship and presentation skills.
JPMorgan Private Client Relationship Manager – Irvine, CA
Irvine, California, United States
$150k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
10+ YOE10+ years in Financial Services; proven ability to prospect and grow high-net-worth relationships; licensed or willing to obtain required FINRA licenses; bachelor's degree preferred.
NMLS, SIE, Series 7, Series 66, Series 63, Series 65
Farmers and Merchants Bank of Long BeachOTCQX: FMBL: Local community bank providing commercial and personal banking services.
5+ YOE5+ years CRE lending experience; knowledge of DSCR/LTV; underwriting support; portfolio management; client relationship development; Orange County and LA CRE knowledge.
Sunwest Bank: Entrepreneurial business bank serving businesses and entrepreneurs nationwide.
Analyzing depository and credit information, preparing credit authorizations, underwriting loans, sourcing new business, and maintaining client relationships; proficiency with Excel, Word, and Salesforce; knowledge of commercial banking products and legal entity structures.
GenpactNYSE: G: Provides business process management and digital transformation services.
Develop and manage client relationships, drive growth and go-to-market strategies, lead data and insights initiatives, project-manage cross-functional issues, and mentor team members. ITIL certification and relevant business degrees preferred.
San Francisco or Raleigh or Charlotte or Chicago or Jacksonville or Cincinnati or Columbia or Kansas City or Dallas or Los Angeles or Boston or San Jose or Seattle or Tampa or Atlanta or Austin or Washington or Miami or Denver or Detroit or Nashville or Buffalo or Florham Park or New York or Orlando or Philadelphia or Pittsburgh or Hartford or Portland or Houston
$123k-$424k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEBachelor's degree, at least 8 years in the cyber industry with proven demand generation and sales success, executive relationship-building, strategic go-to-market and sales planning experience.
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
4+ YOE3+ MgmtMinimum 4 years client service and banking experience, 3 years supervisory experience; strong knowledge of bank products, policies, regulatory compliance, audit, leadership, sales, and client relationship management.
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%.
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Experience managing complex client relationships, knowledge of wealth management processes, leadership/mentoring experience, proficiency with CRM systems and workflow management tools, strong communication and problem-solving skills.
CRM systems, workflow management tools, timekeeping system
Ascent Developer Solutions: Private mortgage lender providing construction and bridge financing to developers.
5+ YOE5+ years in construction/bridge lending, strong client relationship and sales experience, bachelor's preferred, ability to obtain California real estate license preferred, advanced Excel/PowerPoint/CRM skills.
Client Relationship Manager, Employee Group Benefits - Los Angeles or San Diego, CA
Carlsbad or Los Angeles or San Diego
$80k-$120k/yrHybridFull Time
The HartfordNYSE: HIG: Provides business and personal insurance, group benefits, and investments.
2+ YOE2+ years disability & life group benefits/account management experience; Group Life & Health license required (maintain CE); 4-year degree preferred; proficient with Microsoft Office; strong presentation, communication, and organizational skills; must reside within market.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint