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
Eden Prairie or Minneapolis or Washington or United States
$73k-$130k/yrRemoteFull Time
UnitedHealth GroupNYSE: UNH: Provides health insurance and technology-enabled health care services.
3+ YOE3+ years client relationship management, 2+ years 340B experience, 1+ year data analytics, intermediate Microsoft Office skills, ability to travel up to 25%.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Tableau, Salesforce
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required; active Series 7 and Series 66 (or Series 63 and 65) required; 2+ years industry experience preferred; advanced Microsoft Office skills and strong client service abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
WesBancoNasdaq: WSBC: Regional bank providing personal, business, and investment services.
2+ YOEHigh school diploma (GED) required; Bachelor’s in Business Administration preferred; minimum 2 years relevant banking experience; strong analytical, credit and customer service skills; Microsoft Office proficiency.
M&T BankNYSE: MTB: Provides retail, commercial, and institutional banking and trust services.
1+ YOEBachelor's degree or equivalent experience, minimum 1 year client-facing experience, Excel proficiency, strong communication, attention to detail, and familiarity with corporate trust or public finance preferred.
Brown Advisory: Provides investment management and financial advisory services to global clients.
1+ YOEBachelor's degree required; 1+ years financial or client service experience preferred; proficiency with Microsoft Office (Excel, Word, PowerPoint); trust administration experience a plus; authorized to work in the U.S. without sponsorship.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
FusionTek: Provides managed IT, cybersecurity, and custom software development services.
MSP and account management experience; DC‑Metro resident; technical literacy with server, network, and cloud technologies; CRM experience; strong communication and proactive problem-solving skills.
Steampunk: Provides digital transformation and IT consulting for federal agencies.
5+ YOEBachelor's degree required; 5+ years in IT business development or sales; experience with federal acquisitions; proven track record closing opportunities; strong communication, presentation, and planning skills; ability to manage multiple priorities.
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.
Advisory Director Client Relationship Executive - Transformation
Boston or Phoenix 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 Arlington or Edison or Fort Lauderdale or Jacksonville or Orlando or Tampa or Atlanta or Melville or New York or Bellevue or Charlotte or Raleigh or Washington or Appleton or Milwaukee or Cincinnati or Cleveland or Wichita or Baltimore or Oklahoma City or Tulsa
$190k-$300k/yrHybridFull Time
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
10+ YOE10+ years in advisory/consulting sales or enterprise transformation pursuits, proven C-suite relationship building, commercial acumen, Bachelor's required (MBA preferred), travel up to ~25%.
Client Relationship Specialist - Tysons Corner, VA
Tysons Corner, Virginia, United States
$22-$42/hrOnsiteFull Time
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
1+ YOE1+ year client-facing/customer service experience; strong attention to detail, active listening, adaptability, coachability, and ability to prioritize tasks.
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.
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.
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.