184,325 Client Relationship Management jobs in the United States

EOE Statement As an Equal Opportunity / Affirmative Action Employer, It is the Healthcare Association of New York State ("HANYS")'s policy to not discriminate against any employee or applicant for employment because of their race, color, religion, sex, or national origin or because they are an individual with a disability or disabled veteran, Armed Forces service medal veteran, recently separated veteran, or active duty wartime or campaign badge veteran, hereinafter referred collectively as "protected veterans," or any other characteristics protected under applicable law. It is also HANYS' policy to take affirmative action to employ and to advance in employment, all persons regardless of their status as individuals with disabilities or protected veterans, and to base all employment decisions only on valid jobrequirements. This policy shall apply to all employment actions, including but not limited to recruitment,hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay, or other forms ofcompensation and selection for training, including apprenticeship, at all levels of employment. Position Manager, Client Relationship Management Division TruePlan Benefit and Retirement Advisors Description The Healthcare Association of New York State (HANYS) is seeking a Manager, Client Relationship Management within its subsidiary company, TruePlan Benefit and Retirement Advisors (TruePlan). TruePlan is an industry leader in employee benefits and retirement plan consulting. TruePlan delivers tangible business results to finance and human resource leaders, enabling them to enhance plan offerings while remaining competitive and reducing overall plan costs. Reporting to the Sr. Director, Retirement Plan Services, this position will be responsible for managing all aspects of the client relationship.While the incumbent will be expected to travel throughout Western NY and to our office in Rensselaer, NY on a regular basis, a remote working environment would be considered within New York State. The salary for this position is between $96,800 and $100,000 annually in addition to an annual incentive of up to 10% based on certain performance metrics. Payrate offered will be based on the successful candidate's relevant experience, knowledge, skills, and abilities and in consideration of internal equity.Key responsibilities include but are not limited to: Maintain a strong and trusting relationship with clients to ensure a superior customer service is provided. Ensure client satisfaction through periodic client meetings and discussions covering service levels, plan utilization, product offerings and plan design. Manages request for proposal (RFP) and request for information (RFI) processes for existing clients. Coordinates all transition activities with client, selected vendor, and other staff to assure a smooth and efficient transition for newly acquired clients. In coordination with clients, develops annual communication and education plans to achieve overall retirement plan goals of participation and retirement readiness. Ensure clients have necessary, efficient and effective administrative procedures. Updates clients about legal and regulatory changes relating to retirement programs and coordinates all activity related to incorporating these changes into the client's program. Directly and/or in partnership with TruePlan consultants, work directly with client's attorney and our legal resources to gather necessary information to fully understand and communicate the client's compliance requirements. Educates senior management on plan design, operation, and overall plan effectiveness in meeting organizational goals. Prepares and conducts formal periodic plan review meetings with appropriate committee or other personnel as determined by the client to ensure appropriate compliance, oversight and governance requirements are met. Resolves administrative problems arising between and among participants and/or vendors. Assist in individual employee enrollment activity, when necessary. Assists in sales presentations with sales & marketing team, as necessary. Attends various outside training activities to assure knowledge of the retirement plan industry trends and regulatory changes are current. Reviews and is familiar with the firm's compliance manuals and complies with all required procedures. Maintains licenses in a current and proper status through continuing education training courses, seminars, and conferences, as scheduled, to meet FINRA, SEC, and NYS Insurance Department requirements. Engages clients in discussions on their business needs and related activity in order to determine if other TruePlan products and services may be appropriate and then make proper referrals to TruePlan sales staff.Qualifications: Associate's degree plus three to five years of related experience required (bachelor's degree preferred). Seven years of related product or client experience may substitute for education requirement. An equivalent combination of education and experience sufficient to satisfactorily perform the duties of the job may be substituted. New York State Life, Accident and Health license and FINRA 6, 63 & 65 required or obtained within a reasonable amount of time (6 months) post hire. Must have the ability and confidence to present, work, and build relationships with senior level staff and be able to provide consultative value to clients from a global and strategic perspective. Must have working knowledge of and remain current in regulations governing various types of retirement plans, including, but not limited to, 403(b), 401(k), and non-qualified plans. Must be proficient in Microsoft Office (Outlook, Word, Excel and PowerPoint). Must be a self-starter who is motivated, enthusiastic, and has exceptional human relations and long-term relationship building skills. Must possess excellent communication skills and be comfortable presenting to Boards of Directors and C-suite individuals. Must possess excellent attention to detail, project management and organizational skills. Must be able to prioritize duties and act independently. Travel within assigned territory to meet clients, typically several times per month. Position RequirementsAbout the Organization HANYS is the only statewide hospital and continuing care association in New York. We are located near Albany and represent 500 not-for-profit and public hospitals, nursing homes, and other healthcare organizations. Our members are not only the largest providers of inpatient and outpatient care, and essential providers of primary care, they are among the largest employers in many communities.We harness the power of a unified statewide membership and collaborate with regional, state, and national associations. HANYS advocates before Congress, the Governor's office, the State Legislature, and state and federal agencies. We also provide education, data analytics, quality improvement initiatives, and operational assistance to help our members navigate the complexities of healthcare reform, and achieve the 'Triple Aim' of better care, better health, and lower costs. This position is currently accepting applications.

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We are seeking a talented individual to join our team at Guy Carpenter. This role will be based in New York City. This is a hybrid role that has a requirement of working at least three days a week in the office. As a key member of our team, you will serve as the primary point of contact for designated clients, supporting their needs and managing projects to completion. You will work closely with both clients and internal colleagues, helping to strengthen account relationships and deliver exceptional service. Our team values collaboration, professional growth, and a commitment to client success.

We will count on you to:

• Serve as the first point of contact for day-to-day communications with designated clients and manage individual projects to completion.
• Supervise junior colleagues in the completion of projects and work to strengthen and grow account relationships.
• Develop an understanding of client businesses by conducting research and preparing peer benchmarking studies.
• Support clients by managing day-to-day aspects for designated accounts, including oversight of reinsurance premium and claim collections, information gathering, and meeting logistics.
• Participate in industry events and conferences to build a strong professional network and represent the company.
• Lead meetings with clients and colleagues, deliver consulting advice, and address account concerns in a timely manner.
  
  

• Experience managing client accounts and projects, with strong organizational and communication skills.
• Ability to conduct research and data analysis to support client needs and proposal creation.
• Strong Reinsurance Accounting and Claim knowledge .
• Familiarity with contract development, compliance standards, and project documentation.
• Proven ability to collaborate with senior colleagues and product specialists to identify account needs and opportunities.
  
  

• Experience supervising junior colleagues or leading project teams.
• Previous Reinsurance expertise
• Strong professional network within the industry and experience representing a company at industry events.
• Demonstrated ability to develop and maintain strong relationships with clients and professional counterparts.
  
  

• Seniority level Not Applicable

• Employment type Full-time

• Job function Consulting, Information Technology, and Sales
• Industries Insurance and Business Consulting and Services

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We are seeking a talented individual to join our team at Guy Carpenter. This role will be based in New York City. This is a hybrid role that has a requirement of working at least three days a week in the office. As a key member of our team, you will serve as the primary point of contact for designated clients, supporting their needs and managing projects to completion. You will work closely with both clients and internal colleagues, helping to strengthen account relationships and deliver exceptional service. Our team values collaboration, professional growth, and a commitment to client success.

We will count on you to:

• Serve as the first point of contact for day-to-day communications with designated clients and manage individual projects to completion.
• Supervise junior colleagues in the completion of projects and work to strengthen and grow account relationships.
• Develop an understanding of client businesses by conducting research and preparing peer benchmarking studies.
• Support clients by managing day-to-day aspects for designated accounts, including oversight of reinsurance premium and claim collections, information gathering, and meeting logistics.
• Participate in industry events and conferences to build a strong professional network and represent the company.
• Lead meetings with clients and colleagues, deliver consulting advice, and address account concerns in a timely manner.

What you need to have:

• Experience managing client accounts and projects, with strong organizational and communication skills.
• Ability to conduct research and data analysis to support client needs and proposal creation.
• Strong Reinsurance Accounting and Claim knowledge.
• Familiarity with contract development, compliance standards, and project documentation.
• Proven ability to collaborate with senior colleagues and product specialists to identify account needs and opportunities.

What makes you stand out:

• Experience supervising junior colleagues or leading project teams.
• Previous Reinsurance expertise
• Strong professional network within the industry and experience representing a company at industry events.
• Demonstrated ability to develop and maintain strong relationships with clients and professional counterparts.

Why join our team:

We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

We are seeking a talented individual to join our team at Guy Carpenter. This role will be based in New York City. This is a hybrid role that has a requirement of working at least three days a week in the office. As a key member of our team, you will serve as the primary point of contact for designated clients, supporting their needs and managing projects to completion. You will work closely with both clients and internal colleagues, helping to strengthen account relationships and deliver exceptional service. Our team values collaboration, professional growth, and a commitment to client success.

We will count on you to:

• Serve as the first point of contact for day-to-day communications with designated clients and manage individual projects to completion.
• Supervise junior colleagues in the completion of projects and work to strengthen and grow account relationships.
• Develop an understanding of client businesses by conducting research and preparing peer benchmarking studies.
• Support clients by managing day-to-day aspects for designated accounts, including oversight of reinsurance premium and claim collections, information gathering, and meeting logistics.
• Participate in industry events and conferences to build a strong professional network and represent the company.
• Lead meetings with clients and colleagues, deliver consulting advice, and address account concerns in a timely manner.

What you need to have:

• Experience managing client accounts and projects, with strong organizational and communication skills.
• Ability to conduct research and data analysis to support client needs and proposal creation.
• Strong Reinsurance Accounting and Claim knowledge.
• Familiarity with contract development, compliance standards, and project documentation.
• Proven ability to collaborate with senior colleagues and product specialists to identify account needs and opportunities.

What makes you stand out:

• Experience supervising junior colleagues or leading project teams.
• Previous Reinsurance expertise.
• Strong professional network within the industry and experience representing a company at industry events.
• Demonstrated ability to develop and maintain strong relationships with clients and professional counterparts.

Why join our team:

We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Guy Carpenter, a business of Marsh McLennan, is a leading global risk advisory and reinsurance specialist and broker. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective.

Company:Guy CarpenterDescription:We are seeking a talented individual to join our team at Guy Carpenter. This role will be based in New York City. This is a hybrid role that has a requirement of working at least three days a week in the office. As a key member of our team, you will serve as the primary point of contact for designated clients, supporting their needs and managing projects to completion. You will work closely with both clients and internal colleagues, helping to strengthen account relationships and deliver exceptional service. Our team values collaboration, professional growth, and a commitment to client success.We will count on you to:Serve as the first point of contact for day-to-day communications with designated clients and manage individual projects to completion.Supervise junior colleagues in the completion of projects and work to strengthen and grow account relationships.Develop an understanding of client businesses by conducting research and preparing peer benchmarking studies.Support clients by managing day-to-day aspects for designated accounts, including oversight of reinsurance premium and claim collections, information gathering, and meeting logistics.Participate in industry events and conferences to build a strong professional network and represent the company.Lead meetings with clients and colleagues, deliver consulting advice, and address account concerns in a timely manner.What you need to have:Experience managing client accounts and projects, with strong organizational and communication skills.Ability to conduct research and data analysis to support client needs and proposal creation.Strong Reinsurance Accounting and Claim knowledge .Familiarity with contract development, compliance standards, and project documentation.Proven ability to collaborate with senior colleagues and product specialists to identify account needs and opportunities.What makes you stand out:Experience supervising junior colleagues or leading project teams.Previous Reinsurance expertiseStrong professional network within the industry and experience representing a company at industry events.Demonstrated ability to develop and maintain strong relationships with clients and professional counterparts.Why join our team:We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.Guy Carpenter, a business of Marsh McLennan (NYSE: MMC), is a leading global risk advisory and reinsurance specialist and broker. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit guycarp.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

VP - Product Management - Client Relationship Management page is loaded

Job Overview:

The Investor Experience organization is currently hiring a VP Product Manager to join a team responsible for managing a portfolio of advisor-facing products with a focus on Customer Relationship Management (CRM).

The ideal candidate will have knowledge of our competitive landscape, understand the needs of both, our advisors and LPL employees. As a product manager they will be engaged in discovery, roadmap definition and planning, development, continuous improvement, and ongoing lifecycle of our supported products. This role will be responsible for defining and driving the product roadmap as well as defining go to market strategies and be accountable for product adoption.

You must have experience in Product Management preferably in the digital and/or CRM field. The role will work collaboratively with many stakeholders every product will have unique aspects and requires a candidate to be able to think analytically and anticipate the needs of our advisors and home office users. Collaboration with internal business, UI/UX, technology, compliance/supervision, legal, marketing, research, design, and business partners will be critical to ensure that these capabilities are delivered in a manner that delights the user, provides efficiency, maximizes our business objectives, and meets all regulatory requirements.

What are we looking for?

We seek strong leaders who can deliver a world-class user experience. If you thrive in a fast-paced environment, are user-focused, team-oriented, and can accelerate creativity and continuous improvement, we want you. Understanding our users' stories and advocating passionately on their behalf is crucial to making their technology experience better every day.

Responsibilities:

• Assist in developing/d efining the overall product vision and strategy, ensuring alignment with company goals and market trends.

• Developing and maintaining various altitudes of product roadmaps that outline key milestones, release dates, and strategic priorities, etc.

• Manage program backlog across development teams and build out portfolio epics and high level features.

• Partner with Infrastructure, Architecture, and Enterprise Data teams to co-author a technical roadmap that ensures the components needed to support our products are planned and accounted for.

• Partner with RTE/Program Management to streamline the development lifecycle for our product and technology teams by reducing their cost and time to deliver value.

• Define and enforce system-wide compliance of non-functional requirements related to performance, accessibility, and interoperability.

• Develop and monitor metrics to track the success of feature roll outs and their impact on our ability to deliver value, and adoption of our product capabilities.

• Collaborate across the firm to maintain alignment on vision, strategy, and performance to goals, leveraging critical thinking to increase the value proposition of assigned products and programs.

• Partner with a small team of Product Managers and/or Product Owners responsible for the capabilities within this product suite.

• Stay updated on market trends, emerging technologies, and best practices in product management and implement the latest learnings into our process and product.

Requirements:

• 7+ years of experience in product management roles building digital products or technology-enabled services.

• 5+ years of experience developing, cultivating, and leading strong, high-performing product teams in an agile environment.

• Willingness to travel up to 20% of the time for key conferences and events and/or advisor visits

Core Competencies:

• Ability to manage multiple priorities across a portfolio of products

• Ability to create and utilize presentations and storytelling to bring users along in the product journey

• Knowledge of CRM products and core capabilities

• Positive, flexible person with the ability to work in a changing environment, identify and manage priorities

• Must be able to take initiative and make things happen with timelines and deadlines

• Demonstrated business acumen with the ability to interact with partners, including developing, presenting, and gaining approval on business cases and funding requests.

• Ability to work cross-functionally and drive outcomes, even without direct authority.

• Strong analytical skills with the ability to evaluate business opportunities and results against established objectives.

• Expert communication skills, both written and oral, with the ability to present materials to senior and C-suite leaders.

Preferences:

• Agile and/or SAFe trainings and certifications.

• Knowledge of UI/UX fundamental principles.

• Financial services experience

Pay Range:

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nations leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one missiontaking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning lifes aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an@lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicants bank or credit card. Should you have any questions regarding the application process, please contact LPLs Human Resources Solutions Center at .

EAC1.22.25

This job was posted by : For more information, please see: Torrent Technologies is seeking a Client Relationship Management - Senior Specialist, multiple locations. Torrent Technologies is a Marsh Company and is the leading flood insurance administra Client Relations, Relationship, Management, Specialist, Senior, Insurance, Technology