Alpharetta or Gilbert or Chicago or Sandy or Tampa or New Jersey or Illinois or California
$65k-$110k/yrOnsiteFull Time
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
1+ YOERequires 1–2 years of client service experience in financial services and active Series 7 and Series 63 licenses. Strong communication, organization, problem-solving, and client relationship skills required.
Avetta: SaaS platform for supply chain risk and compliance management.
0+ YOERequires 0–2 years in customer success, account management, renewals, or supplier relationships; Salesforce and lifecycle platform proficiency; communication, negotiation, forecasting, and objection-handling skills; bachelor's degree or equivalent.
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
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
5+ YOERequires 5+ years of public-sector experience with client relationship and sales abilities, a bachelor's degree in finance, accounting, economics, or similar business discipline, and broad product and technical expertise.
Alpharetta or Sandy or Gilbert or Tampa or Chicago or United States
$65k-$110k/yrOnsiteFull Time
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
1+ YOERequires 1–2 years of financial-services client service experience, active Series 7 and Series 63 licenses, strong communication and organizational skills, and the ability to resolve issues and manage high-volume interactions.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOEAt least 1 year of business banking relationship management or business lending experience; strong business credit, communication, risk management, and MS Office skills. Bachelor's degree in finance or related field preferred.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
4+ YOEBachelor's degree or equivalent experience, 4–5 years relevant experience, strong relationship management, analytical and communication skills, knowledge of credit analysis, cash flow management, and bank products.
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.
California or Salt Lake City or Denver or Westlake
$95k-$186k/yrRemoteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
8+ YOECollege degree preferred or equivalent experience; Series 7 and 63 required; 8+ years of relationship management or client service experience, preferably in retirement or 401(k) services.
California or Salt Lake City or Denver or Westlake
$95k-$186k/yrRemoteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
8+ YOECollege degree preferred or equivalent experience; Series 7 and 63 required; 8+ years of relationship management or client service experience, preferably in retirement or 401(k) industry.
Wilson Hand: Providing tax legal services and wealth protection for clients.
7+ YOE7+ years private wealth/tax advisory experience, proven business development with HNWI, CPA preferred, CFP/enrolled agent valued, strong relationship management and sales track record; must reside in the US.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Engage clients in branch to educate on self-service banking, process cash transactions, build relationships, and connect clients to financial solutions; must manage time, follow procedures, and work weekends/extended hours.
Senior Principal, Business Relationship Manager - IT (40739)
Salt Lake City or Clifton
$146k-$310k/yrOnsiteFull Time
L3Harris TechnologiesNYSE: LHX: Aerospace and defense providing mission-critical technology solutions.
15+ YOE15+ years related experience with bachelor’s degree (or equivalent experience), ability to obtain/hold Secret clearance, strategic IT leadership, stakeholder engagement, business case development, and experience with ITSM tools.
SoFiNasdaq: SOFI: Mobile-first platform for banking, lending, and investment services.
5+ YOERequires 5+ years of litigation paralegal experience, a bachelor's degree with ABA paralegal certification or an associate's/bachelor's in paralegal studies, and litigation case management platform experience.
Credit Corp GroupASX: CCP: Purchases consumer debt and provides personal lending services.
Strong communication and persuasion, goal-driven with KPI focus, empathy and resilience; no collections experience required; 4 weeks paid training provided.
Human Interest: Provide automated retirement savings plans for small and mid-sized businesses.
5+ YOE5+ Mgmt5+ years leading customer-facing teams in SaaS/tech, proven track record in retention and expansion, experience building scalable account management processes, data-driven decision making, strong communication and relationship skills.
CognizantNasdaq: CTSH: Provides IT consulting and digital business process services.
10+ YOE10+ years in client-facing/account leadership within IT professional services or consulting, strong US healthcare provider domain knowledge, P&L and sales experience, must reside in Western US and travel, MBA or bachelor's or equivalent, authorized to work in the US without sponsorship.