div>Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed. Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
Philadelphia, PA19 days ago
li>Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs. - Acquire, manage, and retain a portfolio of 100 - 130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.
Philadelphia, Pennsylvania30+ days ago
p style="text-align:inherit"/>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Glendora, New Jersey27 days ago
p style="text-align:inherit"/>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Book Of Business, Business Banking, Client Relationship Building, Consultative Selling, Credit Processes, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
Competencies.
Princeton, NJ30+ days ago
This role is responsible for maintaining consistent communication, strengthening client engagement, and identifying opportunities to expand partnerships and drive recurring revenue. The ideal candidate is both relationship-driven and commercially minded someone who can build trust while also uncovering opportunities for upselling and long-term account growth.
Wilmington, DE30+ days ago
The Business Banker is responsible for end-to-end relationship management, from sourcing and analyzing client opportunities to structuring loans and monitoring portfolio performance, while actively collaborating with internal and external partners to enhance client value. This position plays a key role in driving business growth by providing expert financial advice and a full-service business banking to include lending, deposit, and non-credit products to support the financial goals of business clients.
The position partners closely with a team of 10-13 Business Development Officers (BDOs) to generate leads, support sales efforts and ensure consistent execution of marketing, reporting and compliance initiatives. The Difference You Make: The AAA Relationship Manager serves as the primary point of contact between Santander's Commercial Equipment Vehicle Finance (CEVF) group and AAA Clubs nationwide.
Philadelphia, PA3 days ago
p>In the Business Unit Relationship Management, Deloitte Microsoft Technology Practice - Cyber role, you will drive pipeline growth, GTM execution, and pursuit support for a designated Business Unit of the Technology Practice, reporting to the Relationship Executive. Within the Deloitte Microsoft Technology Practice, this team enables differentiated, innovative go-to-market (GTM) solutions that provide quantified value to our clients by aligning our capabilities with applicable market trends and firm strategies.
Review, understand, and participate in offering the full suite of solutions offered by Wells Fargo to commercial clients to meet low to moderately complex risk needs that may require an in-depth evaluation by engaging product organizations to develop client specific solutions and leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions. Participate in the structuring, modification, and renewal of low to moderately complexity cash flow, real estate loans, and other industry-specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute complex transactions.
Mount Laurel, NJ30+ days ago
ul>Bachelors' Degree required - Proven relationship management skills in the leasing industry - Team player with high energy, positive outlook and professional demeanor who takes initiative - Proficient in finance structures and programs utilized in leasing industry - Proficiency of Credit concepts - Strong math aptitude, organizational skills and attention to detail - Excellent communication and presentation skills - both written, verbal and group - Strong computer skills including advance knowledge of TValue, Excel, Powerpoint, Salesforce, Nexus and Leasewave - Travel up to 10% to Trade Shows, Dealer Visits, and Customer Visits - 3+ years of Dealer Finance Sales experience is required - 5+ years of transactional finance required - Travel up to 50% nationwide as required - Individual must possess a clean valid state driver''s license in order to obtain the position - This position requires driving, therefore a valid driver''s license and acceptable driving record are necessary. For Example: Work with Credit, Customer Service, Pricing, Tax, etc. to provide necessary documentation and information to successfully facilitate lease transactions, collections support and resolution to other issues - Possess and demonstrate a thorough understanding of T-Value software and HP financial calculator use to price lease transactions - Support general education for newer members of the team - Demonstrate a proactive approach to developing new relationships in the dealer community and any related sales organization(s) - Grow and develop the Vendor Finance territory - Participate in department and company projects as needed - Support change management initiatives.
Berwyn, Pennsylvania30+ days ago
In collaboration with a dedicated Portfolio Manager, the incumbent will track existing loan portfolio to ensure complete conformity with terms and covenants, monitor and identify developing trends or early warning signs of problem credits, perform timely risk assessment based upon this information, update loan systems and customer credit files with assessments, and perform annual reviews. WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.
p>As a Senior Associate, Card Payment Networks - Relationship Manager in the Card Payment Networks Team, you manage day-to-day network engagement and internal execution to keep priorities moving and risks contained.
Burlington, New Jersey30+ days ago
About You: The Skills & Expertise You Bring: - Bachelors’ Degree required - Proven relationship management skills in the leasing industry - Team player with high energy, positive outlook and professional demeanor who takes initiative - Proficient in finance structures and programs utilized in leasing industry - Proficiency of Credit concepts - Strong math aptitude, organizational skills and attention to detail - Excellent communication and presentation skills – both written, verbal and group - Strong computer skills including advance knowledge of TValue, Excel, Powerpoint, Salesforce, Nexus and Leasewave - Travel up to 10% to Trade Shows, Dealer Visits, and Customer Visits - 3+ years of Dealer Finance Sales experience is required - 5+ years of transactional finance required - Travel up to 50% nationwide as required - Individual must possess a clean valid state driver's license in order to obtain the position - This position requires driving, therefore a valid driver's license and acceptable driving record are necessary. For Example: Work with Credit, Customer Service, Pricing, Tax, etc. to provide necessary documentation and information to successfully facilitate lease transactions, collections support and resolution to other issues - Possess and demonstrate a thorough understanding of T-Value software and HP financial calculator use to price lease transactions - Support general education for newer members of the team - Demonstrate a proactive approach to developing new relationships in the dealer community and any related sales organization(s) - Grow and develop the Vendor Finance territory - Participate in department and company projects as needed - Support change management initiatives.
li>Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Fulton resources and materials to develop business network and prospects. Contribute to the profitability and growth of Fulton''s commercial banking by building, developing and managing new and existing client relationships with businesses with revenue of $25-100 million dollars.
Philadelphia, PA30+ days ago
Client Relationship Managers play a key role in our growth and are tasked with rapid business expansion within their assigned account(s), including managing business development and delivery objectives, top and bottom-line P&L, customer satisfaction, and the overall Account relationship for one or more key account(s). If you have a disability that requires reasonable accommodation to search for a job opening or submit an application, please email CareersNA2@cognizant.com for roles based in the Americas or CareersIndia2@cognizant.com for roles based in India.
Wilmington, DE30+ days ago
This role is responsible for administrative support to existing corporate trust clients, responding to client inquiries, and providing overall assistance to the Relationship Management team including; compiling performance data, record keeping, coordinating activities with operations staff, working with custodian banks and client staff, and resolving administrative and operations problems. Our trust services reach beyond traditional offerings to servicing ABS, aviation, reinsurance and funeral trusts, while our agency business provides solutions for escrow and other transactional needs.
Philadelphia, PA30+ days ago
As part of the Joint Business Relationships (JBR) Independence team within Risk & Independence, you will consult with and provide guidance to teams on the application of the business relationship rules in areas such as provision of services, procurement, use of third-party technology, marketing, participation in conferences and events, publications, among others. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Philadelphia, PA6 days ago
p>_____. They are accountable for deepening relationships with key decision makers and partners to drive plan and participant outcomes through: alignment with best practices in retirement plan design, delivery of lifetime income through expanded adoption of TIAA products and delivery of the full value of TIAA solutions and services.
Conshohocken, PA30+ days ago
PHYSICAL AND SENSORY REQUIREMENTS: While performing the essential functions of this position, the employee is regularly required to drive a motor vehicle, attending meetings at various venues, including but not limited to customers' offices and/or properties, restaurants and other meeting locations, and ascend/descend stairs and or ladders occasionally to perform inspections. JOB DUTIES AND RESPONSIBILITIES: Develop, maintain, and expand Commercial Banking relationships within assigned team by actively selling and promoting corporate products to newly assigned prospects and existing customers.
Conshohocken, PA13 days ago
p>PHYSICAL AND SENSORY REQUIREMENTS: While performing the essential functions of this position, the employee is regularly required to drive a motor vehicle, attending meetings at various venues, including but not limited to customers' offices and/or properties, restaurants and other meeting locations, and ascend/descend stairs and or ladders occasionally to perform inspections.
You will ensure that Commercial Banking assets and liabilities are properly accounted for, serviced, and protected from loss or impairment in compliance with applicable laws, regulations, bank policies and sound banking practices.
This role focuses on business development, relationship management, credit quality, and risk mitigation while delivering a full banking relationship through the cross‑sale of depository, Treasury Management, Wealth Management, and other commercial products. The Relationship Manager II - Middle Market Lending is responsible for originating, structuring, and managing complex credit relationships with middle market clients, generally privately held businesses with revenues from $100MM to $1B.
p>Contribute to the profitability and growth of Fulton''s commercial banking by building, developing and managing new and existing Community Commercial Real Estate client relationships. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates.
This role focuses on business development, relationship management, credit quality, and risk mitigation while delivering a full banking relationship through the cross‑sale of depository, Treasury Management, Wealth Management, and other commercial products. The Relationship Manager III - Middle Market Lending is responsible for originating, structuring, and managing complex credit relationships with middle market clients, generally privately held businesses with revenues from $100MM to $1B.
Doylestown, PA30+ days ago
They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Relationship Manager will deliver the FiNet Advisor Engagement model through FA and Business Owner engagement, regular travel to visit with FAs and practices, divisional growth meetings, and regular proactive communication with assigned FAs/practices to drive FA satisfaction and growth.
Philadelphia, PA30+ days ago
Our services, which allow licensees' players on desktop, tablet, and smartphone to play Live Casino games at real tables and with real dealers, have won multiple industry awards, including the 'Casino Content Supplier of the Year' at the 2019 EGR North America Awards. Evolution Gaming is the world's leading provider of video-streamed Live Casino solutions, delivering world-class, 'As Real As It Gets' live dealer gaming to our licensees, which include many of the world's best-known gaming brands.
Wilmington, Delaware30+ days ago
This role is responsible for administrative support to existing corporate trust clients, responding to client inquiries, and providing overall assistance to the Relationship Management team including; compiling performance data, record keeping, coordinating activities with operations staff, working with custodian banks and client staff, and resolving administrative and operations problems. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB..
li>Ability to influence others at multiple levels internally and externally (who do not have a direct reporting line to this VP) and work collaboratively across teams to lead others who do not formally report to this person to drive results.
Strategic Account Planning: Develop and execute comprehensive account plans focused on profitable deal constructs and innovative partnerships to drive incremental revenue.
Commercial Relationship Manager III-Food, Beverage & Agribusiness**The Commercial Banking team actively calls on businesses that typically have annual revenue between $50MM and $500MM. The team includes relationship managers, treasury management officers and others that provide a suite of products and services that serve companies of this size.
Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
Philadelphia, Pennsylvania21 days ago
The Relationship Manager II plays a crucial role in our mission to deliver lifetime income to all, responsible for deepening client relationships and identifying sales opportunities within a moderately complex book of business (Partner Market clients with $10-$75 million in assets, Healthcare clients, and Institutional clients with assets averaging $75M - $1.5B.) They are accountable for deepening relationships with key decision makers and partners to drive plan and participant outcomes through: alignment with best practices in retirement plan design, delivery of lifetime income through expanded adoption of TIAA products and delivery of the full value of TIAA solutions and services.
p>The Dealer Relationship Manager (DRM) manages an assigned territory, comprised of Stellantis (STLA) OEM automobile dealerships, to achieve the desired product penetration of indirect auto finance retail installment and lease contracts, commercial fleet accounts and floor plan opportunities in-line with corporate objectives. Stellantis Financial Services (SFS) is a captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep®, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys.
Philadelphia, PA30+ days ago
Parameters for Success Strong Revenue Growth Exceptional client handling Consultative Selling Effective Negotiations Large Deal management Influence and participate in Solution Design Strong Presentation Skills Deep knowledge of financial modelling Preferred Experience Deep Understanding of Client's priorities and business models Strategic thinking Excellent Collaboration & Relationship building Effective Problem-Solving Skills Customer Focus CXO Relationship management MS or MBA degree Top Reasons to Join Our Team Excellent compensation/benefits. Key Responsibilities Drive strategic pursuits encompassing small, medium and large deals, working cross-functionally within Cognizant to ensure we are selling what we can deliver as aligned with the customer's objectives; work with teams to deliver the pitch, define scope/team and supply to pricing and contractual arrangements.
Philadelphia, PA30+ days ago
p>Contribute to the profitability and growth of Fulton''s commercial banking by building, developing and managing new and existing client relationships with businesses with revenue of $5-25 million dollars. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates.
Wayne, Pennsylvania30+ days ago
p/>About Us | Our Culture | What It’s Like to Work Here | Perks & Benefits.
The Lead Account Manager will play a key role in coordinating enterprise‑level engagement across assigned accounts, aligning Hartford Funds’ investment capabilities with partner firm priorities, and supporting consistent execution across the organization.
Doylestown, Pennsylvania30+ days ago
Position Summary: The Dealer Relationship Manager (DRM) manages an assigned territory, comprised of Stellantis (STLA) OEM automobile dealerships, to achieve the desired product penetration of indirect auto finance retail installment and lease contracts, commercial fleet accounts and floor plan opportunities in-line with corporate objectives. Stellantis Financial Services (SFS) is a captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys.
Wilmington, DE30+ days ago
In collaboration with a dedicated Portfolio Manager, the incumbent will track existing loan portfolio to ensure complete conformity with terms and covenants, monitor and identify developing trends or early warning signs of problem credits, perform timely risk assessment based upon this information, update loan systems and customer credit files with assessments, and perform annual reviews. WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.
li>Ability to facilitate conversations and serve as an interface within all facets of store operations Accounting, HR, Legal, Marketing, Operations, Risk Management, etc. to find solutions to owner issues and concerns. You can experience it everywhere from our mission statement of genuine care to our Its Whats Inside That Counts tagline to calling each other teammates rather than employees.
Philadelphia, Pennsylvania18 days ago
WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States. Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
li>May gain limited exposure to consultant relationships, including occasional interaction with Key Account consultant firms and collaboration with CEG partners, as aligned to role scope and client needs. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.
Princeton, NJ30+ days ago
By drawing on personal skills and experiences, Glenmede resources and outside advisers, function as a comprehensive Wealth Advisor that can address all areas of wealth management including income, gift and estate taxes, financial and wealth transfer planning, creditor protection, and insurance. OVERVIEW: The Relationship Manager, Wealth Advisory position is responsible for managing current and new client relationships through overall excellence in client experience, integrated goals-based wealth management and advice, and effective trust administration.
Partner effectively with an award-winning business banking team offering a wide array of product solutions that will enable you to enhance the customer experience, increase loyalty and improve the profitability of customer and the Bank. Complete Business Banking University and Drive Sales training in your initial four-week orientation and a commercial credit training program to insure you're prepared to identify, assess and mitigate lending risk.
p>As a Senior Relationship Manager within Broker Relations, you will serve as a central point of accountability for Vanguard's strategic broker/dealer relationships, partnering across Investment Management and corporate functions to maximize the value of these partnerships. You will be responsible for developing and executing relationship strategies, advocating for Vanguard's interests externally, and connecting internal stakeholders with broker capabilities to support Vanguard's investment outcomes and client mission.
Philadelphia, PA30+ days ago
Key responsibilities include: • Serving as the primary point of contact, trusted advisor, and acquiring deepening and maintaining profitable relationships • Collaborating with teammates and facilitating client relationships with Product Specialists • Having knowledge of the banks products and services in order to identify cross-selling opportunities and increase overall client satisfaction.
Skills:
• Business Development • Client Experience • Branding • Client Management • Client Solutions Advisory • Relationship Building • Account Management • Financial Analysis • Leadership Development • Loan Structuring • Referral Identification • Credit Documentation • Pipeline Management • Referral Management • Regulatory Compliance • Risk Management.
Wilmington, DE30+ days ago
Advise and work with management on any actual or potential product changes, such as adverse court or regulatory rulings, competitive landscape changes and changes to market provisions in agreements, that may affect GCM's ability to sustain its' control environment, future profitability and growth to ensure pro-active responses to identified issues. Overview: Manages client relationships and daily administration of assigned Global Capital Markets (GCM) Structured Finance accounts that may have significant complexity and risk, including all administrative, operational and risk management activities for GCM transactions.