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.
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.
Manchester, Connecticut30+ days ago
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.
Seymour, Connecticut5 days ago
96,000.00 - $154,000.00Posting End Date:.
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. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
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.
Glastonbury, CT22 days ago
ul>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.
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.
p>Responsible for working as an active member of the Company's sales/service commercial lending department; provide commercial customers with direct service relating to the Company's commercial services portfolio; develop customer relationships so as to take advantage of additional selling and cross-selling opportunities; communicate with sales and lending management personnel with respect to sales objectives, sales performance, and other factors which affect the sales/service function; provide required information on sales and service activities; generate and maintain a profitable quality commercial loan portfolio. • Provide direct service to commercial customers with respect to deposit, loan, and other miscellaneous products and services, if applicable, approve or reject loan applications within individual lending authority.
New Hartford, CT28 days ago
By clicking "Accept All", you agree to the storing of cookies on your device to give you the most optimal experience using our website. We may also use cookies to enhance performance, analyse site usage and to personalise your experience.
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.
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.
New Haven, CT30+ days ago
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.
Middletown, CT30+ days ago
Working closely with the Relationship Managers, the incumbent will facilitate the tracking and timely renewal of loans and lines of credit by assuring early customer notification of impending maturity dates and obtaining the required financial information to underwrite renewals. Research and Analysis: Performs research and thoroughly investigates all available sources of credit information to ensure accuracy and completeness of credit approval vehicles and credit file documentation.
Middletown, CT14 days ago
p>SUMMARY OF THE JOB: The Treasury Management Sales Manager is responsible for leading and developing a team of Treasury Management Sales Officers across Connecticut and Massachusetts, with specialized focus on commercial, resort, and municipal relationships.
Minimum knowledge/skills:
- Bachelor's degree in Finance, Business, Accounting, or related field (MBA or advanced degree preferred) or equivalent work experience.
p>The Actuarial & Analytics team leverages 3rd party catastrophe models, loss experience, industry data, and advanced analytics (including GLM/GBM multivariate analyses) to develop views of risk and inform pricing decisions. This team provides enterprise governance, analytical insight, and decision support for catastrophe peril pricing to help ensure Travelers can successfully withstand catastrophic losses from natural and man-made perils.
This person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.
Demonstrate extensive abilities and/or a proven record of success as a team leader managing full alliance lifecycle activities to to support the growth of strategic Alliance partnerships that deliver long term value and revenue, such as: Act as primary contact between PwC and alliance partners, ensuring communication, alignment, and joint opportunity identification; Support senior executive and account team interactions, including reviews, planning sessions, demand generation, and pursuits; Collaborate with sales, GTM, and product teams to develop joint business strategies and go-to-market plans; Identify new areas of collaboration and participate in annual and ongoing strategic planning with leaders; Build and maintain strong relationships with alliance stakeholders by understanding structures, priorities, and dynamics; Maintain relationship maps, assess strengths and weaknesses, and create actionable plans; Collaborate with marketing teams to execute joint marketing and demand generation activities; Drive demand generation initiatives to enhance visibility, build pipelines, and advance deals; Participate in alliance cadences and coordinate sales QBRs, webinars, conferences, and client events; Track and report campaign effectiveness and ROI to leadership; Collaborate with Sector and Account teams for coordinated alliance strategy execution; Align alliance plans with sector and account priorities, influencing strategies effectively; Plan and deliver enablement sessions to enhance stakeholder understanding of offerings; Create and deliver tailored enablement materials to strengthen joint solution delivery; Track and report key performance metrics including pipeline, revenue, and initiative effectiveness; Demonstrate in-depth understanding of the advisory and consultancy landscape; Integrate partnerships as a GTM lever to drive partner revenue goals; Build and nurture win-win alliance relationships through networking and influence management; Communicate credibly with strong organizational and project management skills; Apply consultative and interpersonal skills to build trusted C-level relationships and drive results; Prepare complex written materials and deliver executive-level communications; Lead cross-functional teams and drive complex, large-scale initiatives; Utilize Microsoft Office Suite (Excel, PowerPoint) and CRM systems (Salesforce); Synthesize large data sets into actionable insights for strategic planning; Apply strong organizational skills and attention to detail with a results-driven mindset; Travel up to 30% as required; and, Travel internationally when needed. As our Alliances grow, this role will drive relationship strength, PwC value propositions, strategic direction, and pipeline progression, while coordinating with Alliance Point Partners to ensure cohesive strategy and execution.
Each Business Partner owns the marketing relationship for approximately 6-7 home services locations within their region, serving as the primary point of contact between the centralized marketing team, the Regional Vice President and the General Managers who operate those locations. They manage competing demands across multiple markets, drive engagement with GMs who may not seek out the relationship, and serve as a credible voice for both the field and the centralized marketing function.
Glastonbury, CT21 days ago
p style="text-align:justify">Responsibilities: - Conduct comprehensive training on the Axiom platform, covering both system functionality and available investment options to ensure seamless integration into client workflows. The Customer Success Manager provides comprehensive training, partners with clients to develop and refine business strategies and supports customized service and growth plans aligned with each client's goals.
As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. 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.
The Compensation Range for this Role is between $100,000 to $187,000 p.a. 147355BRConnecticut, District of Columbia, Maryland, North CarolinaUSAInfosys Limited Associate Engagement ManagerITL USA Baltimore, MD, Charlotte, NC, Hartford, CT, Washington, DCAerospace, Industrial Automation, ManufacturingTechnology|Unit Level - Unit Level|Practice Sales Associate Engagement Manager - Manufacturing Sector100000187000. The AMCS works together with their manager (Manager-Client Services/Senior Manager-Client Services) to build an account plan and is responsible for client management based on the account plan.