div>Your role on our Sales team is to help businesses from every industry discover quality products with speed and service youāll be proud to deliver.
Uline, a name millions of businesses across North America know and trust, is looking for an experienced Territory Sales Manager to build our growing Stamford, Connecticut market.
div>Your role on our Sales team is to help businesses from every industry discover quality products with speed and service youāll be proud to deliver.
Uline, a name millions of businesses across North America know and trust, is looking for an experienced Sales Account Manager to build our growing Stamford, Connecticut market.
Wilton, Connecticut30+ days ago
As a recognized professional in Product Lifecycle Management (PLM) with strong supply chain expertise, the PLM Project Coordinator proactively supports internal customers, advises stakeholders within established policies, and applies professional judgment to manage priorities and deliver results within defined deadlines. The role is allocated to a D&E project with a dotted?line reporting relationship to the D&E Project Lead and interfaces regularly with senior stakeholders such as the Project Core Team Manager (PCM) and Supplier Account Team (SAT).
Newington, CT30+ days ago
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 70 - 90 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.
This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian's jobs website (Careers at Guardian at https://www.guardianlife.com/careers). The successful candidate will understand how the PO and advisor model operates, how advisors and firms are motivated, and how to translate enterprise priorities into practical, business-relevant content and programming that resonates with the Field and supports practice growth.
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.
Manchester, CT30+ days ago
Key skills/experience qualifications for the role: Candidates must have at least 3+ years of specific Business Banking Relationship Management sales experience, developing and managing business relationships, 5+ managing relationships/banking experience. Proven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships.
The Associate Relationship Manager (ARM) is responsible for managing and building clients relationships based upon knowledgeable advice that is aligned to the clients' financial needs and advocating solutions that lead to the attainment of the clients' financial aspirations and goals. The ARM manages up to 350 of "Maintain" value segment clients, currently defined as clients who meet the Key Private Bank's target profile with revenue between $5,000 and $20,000 and potential growth not expected to exceed $20,000.
Talcott Financial Group has a proven track record of well-executed transactions, and the enterprise benefits from its strong financial position with over $127 billion in assets under management, its investment-grade financial strength ratings, and its partnership with Sixth Street, a leading global investment firm. This role requires a strategic thinker with strong communication and relationship management skills who can proactively resolve issues, streamline operational workflows, and strengthen our partnerships through excellence in service and execution.
West Hartford, Connecticut13 days ago
Relationship ManagementPlease be advised that Fidelityās business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways.
New Haven, CT30+ days ago
Gather all financial information needed to underwrite new debt, conduct initial reviews of financial information and loan requests, work with the Credit Department to spread and model financial information, develop new credit requests, present them to internal decision-makers, propose and close on loan and deposit solutions. The incumbent will structure, negotiate, obtain credit approval, and close on lending and deposit business in the Bank's Connecticut market area in compliance with the Liberty Bank's policies and risk profile.
li>Handle multiple tasks simultaneously including, but not limited to, detailed order entry of custom door & service parts, respond to inbound calls & email inquiries, complaint resolution, research & placement of quality replacement orders, maintaining Allegions competitive edge through impeccable attention to detail and customers needs.
The Distributor Relationship Manager will support our North American and International Distribution Sales Channels, working closely with all our distribution partners and handling customer inquiries, sales order maintenance needs and problem resolution.
li>Handle multiple tasks simultaneously including, but not limited to, detailed order entry of custom door & service parts, respond to inbound calls & email inquiries, complaint resolution, research & placement of quality replacement orders, maintaining Allegionās competitive edge through impeccable attention to detail and customersā needs.
Ā© Allegion plc, 2023 | Block D, Iveagh Court, Harcourt Road, Dublin 2, Co. Dublin, Ireland.
Westport, Connecticut14 days ago
div>Actual base pay within this range will be based on a variety of factors, including but not limited to the applicantās 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.
New Haven, CT30+ days ago
p>Overview: Responsible for an assigned portfolio of the most complex and or large dollar amount loan and/or deposit relationships with major businesses in the community.
Scope of Responsibilities:
Services customers seeking loan and/or deposit relationships of large dollar amounts and of high complexity.
li>Proven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships.
Experience in business/commercial credit, financial analysis techniques & lending policy, with ability to independently package and present credit deals to segment leadership & credit team up to $2MM Total Credit Exposure.
li>Project Management (30%): Project funnel ideation and cost saving project execution, own Strategic Sourcing visual management (DVM), stay updated on emerging technologies/materials/best practices in Key Tech commodities and supply chain management, monitor market trends & industry developments to identify opportunities for innovation/cost savings/risk mitigation, partner with Supplier Quality to execute supplier qualifications (FAIR, PPAP, etc.), optimize Supply Chain design to maximize adherence to DMS principles and IMAG. In this role, you will have the opportunity to:
- Supplier Relationship Management (40%): identify and evaluate potential suppliers, conduct supplier assessments, attend supplier meetings/visits, maintain strong relationships with key suppliers via SBR's, collaborate with the cross-functional teams (including engineering, manufacturing, materials, quality), LTA's negotiation and manage contract administration, improve Supplier OTD, and support site(s) Inventory Target management.
This role is highly customer-facing, requiring strong communication skills, attention to detail, and the ability to coordinate between customers, distributors, branches, and field technicians to meet service level agreements (SLAs) and exceed customer expectations. Upload customer approvals into Field Services, add detailed notes, update reports, notify customers of new ETAs, and communicate approvals to branches or distributors.
Newington, CT30+ days ago
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 70 - 90 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.
Greenwich, CT30+ days ago
Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 2+ years of experience sourcing and or managing a portfolio of clients with $2mm - 25mm in annual revenue 3+ years of experience in business-to-business sales Strong knowledge of deposit and cash management products and services Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally Ability to balances needs of clients with associated risks and interests of Wells Fargo Established network in the local market Knowledge and understanding of financial services industry Excellent verbal, written, and interpersonal communication skills Intermediate Microsoft Office skills A BS/BA degree or higher Job Expectations: Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography. 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.
Stamford, Connecticut30+ days ago
Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
CoBank is a member of the Farm Credit System, a nationwide network of banks and retail lending associations chartered to support the borrowing needs of U.S. agriculture, rural infrastructure and rural communities. Sedentary Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull, or otherwise move objects, including the human body.
Glastonbury, CT16 days ago
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
New Hartford, CT22 days ago
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li>Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. The Business Banker is responsible for proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales opportunities in an assigned Area, growing and retaining a book of business, and ensuring a world-class customer experience for all current and prospective clients.
New Canaan, CT30+ days ago
li>Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Education** : + Bachelor's/University degree or equivalent experience ------------------------------------------------------ **Job Family Group:** Private Client Coverage ------------------------------------------------------ **Job Family:** Financial Planning Services ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Norwalk Connecticut United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $88,400.00 - $132,600.00 In addition to salary, Citiās offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. + Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Demonstrable relationship building experience, which increased account penetration and led to increased revenue opportunities with new and existing clients-as well as ability to leverage pre-existing network of clients or contacts in the marketplace. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
The ICN Business Relationships team performs a critical consultative, quality-assurance, and risk-management function for the Deloitte US Firms, helping the businesses remain unbiased and independent when entering into business relationships with third parties. As a Specialist Manager, Risk & Compliance on the ICN Business Relationships team, you will be responsible for:
- Leading a domestic and international team that processes business relationship reviews and consultations by answering questions and providing guidance and training.
Farmington, CT30+ days ago
Love Affair Marketing services to clients, coordinates gifts & cards (birthdays, anniversaries, condolences), random acts of kindness, etc. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners.
This role serves as a key coordination and support partner to Relationship Managers by assisting with client communications, presentation preparation, meeting coordination, onboarding activities, business development initiatives, and relationship management operations. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.
p>Key skills and experience: - Candidates must have at least 3+ years of specific Business Banking Relationship Management sales experience, developing and managing business relationships, 5+ managing relationships/banking experience.
- Proven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships.
Key Outcomes & Performance Measures Regional revenue and gross profit growth Point solution (CVET Technology) bookings Incremental gross profit and net revenue retention Contribution to SVP-aligned regional targets Team quota attainment and KPI alignment What You Bring 10+ years in sales, business development, or account management leadership roles. You'll shape strategy, drive growth, and inspire performance across a high-impact team of Veterinary Relationship Managers (VRMs) focused on clinics with low to mid-level adoption of Covetrus solutions.
li>Proven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships.
Experience in business/commercial credit, financial analysis techniques & lending policy, with ability to independently package and present credit deals to segment leadership & credit team up to $2MM Total Credit Exposure.