NewCRE Relationship Manager IV AmerantbankCRE Relationship Manager IVPlantation, FLFull timeMaintains and ensures high quality loan portfolio though the support of underwriting and portfolio management team by monitoring loan policy exceptions, ongoing review of credits, loan covenant compliance, and site inspections. Excellent knowledge of local Real Estate industry; expert real estate credit skills; financial statement analysis, real estate construction and credit structuring.
NewSenior Business Banking Relationship Manager First Horizon BankSenior Business Banking Relationship ManagerMiami, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. The Business Banking Relationship Manager, Sr is a high-level banker role responsible for developing, managing, and expanding business relationships for a portfolio of small to midsized businesses.
NewTax Manager JobotTax ManagerMiami, FLRemote$120,000–$175,000 / year5+ years of public accounting experience with meaningful exposure to real estate and/or construction clients, complex deal structures, partnership taxation, and multi-entity environments preferred. What you'll be doing: Managing a complex client portfolio weighted heavily toward real estate and construction, including syndicated deals, multi-partner structures, large GCs, and developers.
NewSenior Tax Manager - Hybrid JobotSenior Tax Manager - HybridBoca Raton, FL$120,000–$160,000 / yearPartnering with clients to develop comprehensive wealth transition strategies, including cash flow modeling, income distribution planning, business succession, estate preservation, and estate plan implementation. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewSenior Project Manager JobotSenior Project ManagerMiami Shores, FL$130,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. A minimum of 5 years of experience in project management in the construction industry, with a focus on hotel construction, municipality, and senior living projects.
NewMid-Level Construction Project Manager JobotMid-Level Construction Project ManagerPompano Beach, FL$90,000–$120,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Qualifications: The ideal candidate for this role will have a strong background in construction management and a proven track record of successfully managing construction projects.
NewManager of Client Relations (Nuclear Industry) JobotManager of Client Relations (Nuclear Industry)Lazy Lake, FL$170,000–$230,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You will represent a full portfolio of engineered products and services, working closely with engineering, manufacturing, and project teams to deliver high impact solutions to clients.
Underwriting Manager - Commercial Credit C&I AmerantbankUnderwriting Manager - Commercial Credit C&IPlantation, FLFull timeAssist in the review and measurement of borrower’s conformance with legal covenants, tracking of same and the identification of compliance or non-compliance This may include assisting Credit Portfolio Managers and Relationship Managers in collaborating with other bank units such as Credit Administration, Loan Operations, Credit Services, Closing areas, and Credit Risk. Support the accurate review and evaluation of the financial condition and operating performance of C&I Borrowers, CRE Borrowers or Private Banking / Private Client Borrowers for new and existing loan exposures, increases, and modifications of terms/conditions.
NewProject Manager - Commercial Construction JobotProject Manager - Commercial ConstructionDelray Beach, FL$100,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Civil Engineering Manager Davron LLCCivil Engineering ManagerOakland Park, FLCIVIL ENGINEERING MANAGER | SENIOR ENGINEERING MANAGER | CIVIL ENGINEER | LAND DEVELOPMENT | SITE DEVELOPMENT | HYDRAULICS | HYDROLOGY | STORMWATER MANAGEMENT | DRAINAGE DESIGN | PERMITTING | PROJECT MANAGEMENT | CIVIL DESIGNER. This is a great role for a land development professional who enjoys leading teams, managing client relationships, preparing proposals, and overseeing commercial and residential site development projects with room for long-term growth.
NewInternal Audit Manager AmerantbankInternal Audit ManagerMiramar, FLFull timeUnder the direction of the Head of Internal Audit, supervise the internal audits of operational, credit and financial areas of the Bank, its banking centers, subsidiaries and holding company in order to ensure compliance with Bank policies and procedures, as well as industry guidelines and best practices. Responsible for identifying and evaluating relative risks of the various operational, credit and financial areas of the bank by performing risk assessment analyses to determine the frequency of audits and develop the Process Audits Annual Audit Plan.
NewAccount Manager gategroupAccount ManagerMiami, FL$55,000–$65,000 / yearAnnual (or quarterly) customer feedback survey on each aspect of the role – communication, inventory management, Quality cost management/invoice accuracy, and customer service orientation (does the customer view this role as representing their interests in the unit) SR . Provides coordination between customer and GGI on special events such as Menu Presentation (scheduling, transportation, security, specs available, tent cards, tasting equipment, unit tours, beverages, etc.).
NewDistrict Manager Ecolab Inc.District ManagerMiami, FL$142,100–$213,200 / yearWe work with customers across the world in the light industry (institutional, food & beverage, manufacturing, transportation, textile care, and global high tech) and heavy industry (chemical, downstream, paper, mining, power and primary metals industries) to reduce, reuse, and recycle their water while protecting their systems and equipment. Nalco Water provides the unique opportunity to work with a broad suite of technologies to deliver automated monitoring systems, data analysis and deep technical expertise to increase efficiency, sustainability and performance for our customers.
NewSales Performance Manager SOX Erosion SolutionsSales Performance ManagerBoca Raton, FLYou’ll thrive in this role if you enjoy building structure in fast-moving environments - turning sales activity into clean data, consistent process, and decisions the team can trust. In this role, your time is spent deeply inside our CRM and sales infrastructure, working closely with sales leadership, regional teams, marketing, and operations.
NewTax Manager (Hybrid) Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEGTax Manager (Hybrid)Miami, FLThis role is focused on helping businesses with tax strategy, ensuring tax compliance, increasing post tax profits, and providing application support to achieve the best corporate tax practices. -Confidently and effectively manage engagements, resources, people, and client expectations to achieve the results required to maintain profitable and lasting client relationships.
NewBanking Center Manager First Horizon BankBanking Center ManagerLighthouse Point, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
Sales Account Manager UlineSales Account ManagerDavie, FLUline, a name millions of businesses across North America know and trust, is looking for an experienced Sales Account Manager to build our growing Miami, Florida market. Uline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations and 17 sales offices.
Tax Senior Manager, International Tax Services bdo consultingTax Senior Manager, International Tax ServicesMiami, FL$99,750–$262,500 / yearWork with Specialized Tax Services and International Tax Partners, Local Office Managing Partner and local and regional Business Development Managers to develop and execute an effective marketing plan. Additionally, the International Tax Senior Manager is a critical part of the office’s / region’s Tax Services leadership team and in this capacity will act as source for guidance on international tax questions and issues.
NewCommunity Association Manager Affinity Management Services LLCCommunity Association ManagerDelray Beach, FL$80,000–$90,000 / yearWe value knowledge sharing and welcome new team members who enjoy the challenges of community association and property management, including Homeowners Associations, Condominiums, and Apartments. As a Community Association Manager at Affinity Management Services, you will play a pivotal role in fostering thriving and well managed communities.
NewFacilities and Projects Manager Ocaquatics Swim SchoolFacilities and Projects ManagerMiami, FLI understand that photos and videos are taken at Ocaquatics facilities and that any photo may be used for internal marketing to our families (e-newsletters, announcement TV, social media, etc.) I understand that Ocaquatics may use my photo for outside publicity purposes (car wrap, postcards, advertisements, etc). The full Facilities and Projects Manager title is granted when Ocaquatics determines that the candidate has demonstrated the judgment, skills, leadership, accountability, and independence needed to successfully perform the full responsibilities of the position.
Marketing Manager Boutique Civil Law FirmMarketing ManagerBoynton Beach, FL$65,000–$110,000 / yearA well-established and growing professional services organization in Boynton Beach is seeking an experienced, creative, and results-driven Marketing Manager to lead and execute its marketing initiatives. Responsibilities:Developing an annual Marketing and Business Development plan and budget, including specifying key strategic and tactical objectives and means to achieve annual goals using both traditional and digital activities.
NewCommercial Project Manager - South Florida Page GroupCommercial Project Manager - South FloridaMiami, FL$110,000–$150,000 / yearFull timeKnown for a hands-on, relationship-driven approach, the firm partners closely with developers and owners to execute complex projects on time and within budget while maintaining a strong focus on quality, safety, and value engineering. Commercial Construction Project Manager with experience overseeing ground-up and renovation projects across multifamily, commercial, and mixed-use developments, ensuring delivery on schedule and within budget.
Project Manager - South FL Page GroupProject Manager - South FLFort Lauderdale, FL$75,000–$110,000 / yearFull timeWith a growing portfolio and pipeline, they offer a dynamic, team-oriented environment where professionals are given ownership of their projects and opportunities to grow within the organization. A well-established, employee-focused general contractor specializing in high-end residential and commercial construction projects.
Custom Luxury Home - Project Manager Page GroupCustom Luxury Home - Project ManagerDeerfield Beach, FL$120,000–$150,000 / yearFull timeRequirements 10 + years of experience managing construction projects as a Project Manager 5+ years of Luxury Single Family Home Experience Experience with building luxury homes in South Florida (REQUIRED) Luxury Home Experience: $10M - $30M each (Construction Cost) Ground Up and Renovation of Custom Homes Strong experience with ProCore, Buildertrend or MS Project OSHA 30 Strong ability to read drawings and specifications Experience with site work through CO. The Project Manager will be responsible for successful delivery Luxury Waterfront Estates in Broward County including tracking and managing materials, sub-contractors, milestones, etc.
NewService Maintenance Manager US AMR-Jones Lang LaSalle Americas, Inc.Service Maintenance ManagerMiami, FLEnsure daily pool/spa inspections (in season if applicable) are completed, proper water chemistry and cleanliness of pool/spa area are maintained and needed repairs or improvements are completed. Partner with property manager regarding all aspects of the employment cycle - interviewing, training, developing, mentoring, leading, coaching and managing a high-performing, cohesive team to maximize engagement and minimize turnover in accordance with company policy and procedure.
NewSNAP® Case Manager Lutheran Services FloridaSNAP® Case ManagerMiami, FLMonitors youth and family's progress through weekly compliance calls; Facilitates SNAP® curriculum within the fidelity of the model; Liaises with relevant community outreach responsibilities including, but not limited to community relations with: agencies including schools, community-based agencies, local DCF and DJJ community partners, state attorneys’ offices, and Police Departments to enhance outreach; Completes data reporting requirements for intake assessments and ongoing weekly data reporting requirements to all relevant systems in a timely manner (examples include: NETMIS, JJIS, Dropbox, and ASEBA, etc.) . Prepares technology that is required for weekly group delivery; Utilize a strength-based perspective to help youth and families strengthen and manage the quality of their lives by engaging the family, advocating on their behalf, initiating change agent activities, helping them access supports in the community, teaching problem solving skills, modeling productive behaviors, and assisting in the successful completion of youth and family developmental milestones; Works under the supervision of the SNAP® Coordinator and participates in staff meetings as requested.
Project Manager - high & mid rise construction Michael Page USAProject Manager - high & mid rise constructionMiami, FL$130,000–$170,000 / yearFull timeKnown for a collaborative, team-driven approach and long-term client relationships, they prioritize quality, on-time delivery, and a healthy work-life balance backed by stable leadership and a strong company culture. This role is ideal for a Project Manager who excels in managing interiors and MEP scopes, driving schedules and budgets, and wants long-term stability with a people-first builder.
NewTerritory Sales Manager UlineTerritory Sales ManagerMiami, FLFull timeUline, a name millions of businesses across North America know and trust, is looking for an experienced Territory Sales Manager to build our growing Miami, Florida market. Uline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations and 17 sales offices.
NewFront Desk Manager Marriott Vacations WorldwideFront Desk ManagerFt Lauderdale, Florida$26.01 / hourFull timeUtilizes interpersonal and communication skills to lead, influence, and encourage others; advocates sound financial/business decision making; demonstrates honesty/integrity; leads by example. Ensures that regular on-going communication is happening with employees to create awareness of business objectives and communicate expectations, recognizes performance, and produces desired results.
MIA Assistant Site Manager CovenantMIA Assistant Site ManagerMiami, FLReporting to the Site Manager, the Assistant Site Manager serves as a key member of the site leadership team and assists in the overall management, administration, compliance, and operational performance of the assigned security program. Today, CAS is the largest private contractor providing Screening Partnership Program (SPP) services to the Transportation Security Administration (TSA) and an industry leader in aviation security solutions.
MIA Site Manager CovenantMIA Site ManagerMiami, FLToday, CAS is the largest private contractor providing Screening Partnership Program (SPP) services to the Transportation Security Administration (TSA) and an industry leader in aviation security solutions. Through its commitment to safety, compliance, operational excellence, and customer service, CAS provides comprehensive security and screening services for airports, airlines, and government agencies across the United States.
Sr Project Manager, Corporate Real Estate Lennar HomesSr Project Manager, Corporate Real EstateMiami, FLFull timeLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. The Sr Project Manager role will be the primary driver of technology delivery in support of Lennar's Corporate Real Estate Portfolio — coordinating system implementations and cross-functional initiatives that directly enable the real estate team to operate at scale.
NewProgram Manager Lennar HomesProgram ManagerMiami, FLFull timeLennar is one of the nation’s leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. The ideal candidate is an exceptional communicator and organizational leader who thrives in ambiguity, builds alignment across diverse stakeholders, and translates executive vision into structured, executable plans.
General Maintenance Manager (Multi-Family Housing) Company ConfidentialGeneral Maintenance Manager (Multi-Family Housing)Ft. Lauderdale, FL$85,000–$90,000 / yearFull timeStrong knowledge of building systems and construction methods, including mechanical, plumbing, roofing, HVAC, electrical and elevators in high-rise, mid-rise and garden style communities, experience to include a strong understanding of complex central plant mechanical systems (cooling towers, heat exchangers, boilers, chillers, pumping systems, BAS) and site life safety systems (fire panel, wet/dry sprinklers, generators, etc.) and elevator maintenance. • Develop, implement, maintain and train all Emergency and Disaster Plans, Integrated Pest Management, Environmental Hazards and all Safety related procedures and policies • Support procurement and performance services related to maintenance, including, but not limited to, vendor service and general contracts, such as waste disposal, preventive maintenance, pest management, capital projects and repairs at the sites and all associated equipment in a safe and workmanlike manner in accordance with company policies and procedures.
Service Desk Team Lead Lennar HomesService Desk Team LeadMiami, FLFull timeLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedInhttps://www.linkedin.com/company/lennar/> for the latest job opportunities.
Business Banking Treasury Management Advisor - Relationship Manager I PNC BankBusiness Banking Treasury Management Advisor - Relationship Manager IPlantation, FloridaIn 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. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Senior Relationship Manager - Market Lead - Middle Market Canadian Imperial Bank of CommerceSenior Relationship Manager - Market Lead - Middle MarketMiami, FL$200,000–$240,000 / yearWe work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Identify product/service opportunities for other business units and participates in development of creative solutions to client needs, coordinates presentations, and brings in partners when appropriate.
NewAssociate Private Client Relationship Manager - Coral Gables, Florida TD BankAssociate Private Client Relationship Manager - Coral Gables, FloridaCoral Gables, FloridaThis position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36; and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007; and is with a FINRA member, broker or dealer and is subject to the requirements of FINRA and Securities Laws. The Associate Private Client Relationship Manager I will serve as the central point of contact for HNW clients with lower balances and will work to deepen and broaden the existing relationship by providing excellent service, proactively contacting clients, delivering thought leadership across all capabilities at TD Wealth.
Relationship Manager III - C&IB PNC BankRelationship Manager III - C&IBCoral Gables, FloridaPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. 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.
Business Relationship Manager I - Officer JPMorgan Chase & CoBusiness Relationship Manager I - OfficerMiami Beach, FLIdentify 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.
Business Relationship Manager Senior Deepening - Vice President JPMorgan Chase & CoBusiness Relationship Manager Senior Deepening - Vice PresidentMiami, FLManage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed. Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities.
Relationship Manager I - Business Banking PNC BankRelationship Manager I - Business BankingPembroke Pines, FloridaIn 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. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Relationship Manager I-Business Banking PNC BankRelationship Manager I-Business BankingBoca Raton, FloridaIn 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. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
C&IB Associate Relationship Manager PNC BankC&IB Associate Relationship ManagerFort Lauderdale, FloridaPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. 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.
JPMorgan Chase Private Client Relationship Manager, Vice President - Miami JPMorgan Chase & CoJPMorgan Chase Private Client Relationship Manager, Vice President - MiamiMiami, FLYou will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations.
R&I Independence Joint Business Relationships Manager PricewaterhouseCoopers LLPR&I Independence Joint Business Relationships ManagerMiami, FL$73,500–$212,280 / yearAs 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.
JPMorgan Chase Private Client Relationship Manager, Vice President - Boca and Jupiter, FL JPMorgan Chase & CoJPMorgan Chase Private Client Relationship Manager, Vice President - Boca and Jupiter, FLBoca Raton, FLLook for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan Chase capabilities addressing the client's full financial picture.
Senior Vice President, Relationship Manager - Digital Asset Group Western Alliance BancorpSenior Vice President, Relationship Manager - Digital Asset GroupFLGather all information necessary to present a financing request to senior management or Loan Committee for approval; meet with new/potential customers; visit sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to the Chief Credit Officer or Loan Committee. Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within the Relationship Manager's portfolio.
Senior Relationship Manager, AS Enterprise Relationship Management The Charles Schwab CorpSenior Relationship Manager, AS Enterprise Relationship ManagementMiami, FLRemoteResponsibilities: • Develop deep relationships with the C-suite of Enterprise firms to become a trusted advisor • Masters partnering and collaborating with Enterprise firms to shape their strategic vision, while nurturing relationships across multiple levels of the firm, including establishing a presence and influencing growth with affiliated offices • Owns strategic client development; identified and develops strategies for the Enterprise Firm through opportunity identification; establishes proper advisor expectations and searches for ways to extend and expand the business relationships • Assembles executive level selling teams, sets objectives with the selling team, coaches and influences without direct authority the selling team to deliver on outcomes • Serves as the primary relationship Executive between the advisor and Schwab, advocating for the Enterprise firm, while balancing the needs of the company with the overall goal of maximizing the value of the relationships to both parties • Influences internal stakeholders, product leaders, and Executives to make strategic investments in capabilities to support the Enterprise firm's priorities, oversees the build and implementation with advisors • Contribute to the firm strategy by providing strategic insights from Enterprise relationships to inform strategic investments/capabilities that may benefit the larger RIA Community • Acts as the Executive Sponsor and is accountable for all strategic initiatives the Enterprise firm is collaborating with Schwab; responsible for directly managing the end-to-end project or coordinating with Shared Services • Accountable for profitable revenue growth and leads pricing and benefit negotiations internally and with the Enterprise firm. Required Qualifications: • Up to 50% travel • Bachelor's degree or equivalent work-related experience • Must have an Active and valid FINRA Series 7 • Must have an Active and valid FINRA 63 license or can be obtained by condition of employment • Must have a minimum of 10+ years of RIA industry experience • Must have sales, consulting, or RIA business management experience • Must have internal or external relationship management experience.