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Private Wealth Client Relationship Manager
30309 Midtown Atlanta, Georgia
Bank of America
Posted 2 days ago
Job Viewed
Job Description
Private Wealth Client Relationship Manager
Atlanta, Georgia
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
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Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Position Overview:**
There is an immediate opening for a Merrill Private Wealth Client Relationship Manager. The ideal candidate is a team player and should possess strong coaching, relationship building, problem resolution and interpersonal skills. The position requires a high focus on supervisory and regulatory requirements, business management and retention. Candidates should have excellent leadership, process and organizational skills delivered with a highly effective interpersonal style. Strength and commitment around the Optimal Practice Model and the Client Experience Standard are critical. The candidate would be actively engaged in working with PWAs, Analysts, and CAs to deliver service models beyond expectations, display strong operational knowledge and be highly motivated to drive firm-wide initiatives such as Client Support Enhancer, SQA+, Client Retention/Acquisition.
The **Private Wealth Market Client Relationship Manager** (PWCRM) is a direct report to the Private Wealth Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions as a member of the market leadership team. The PWCRM manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The PWCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MPWCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ongoing development of the Elite Growth Practice roles, Private Wealth Management Client Associates, and the Operations staff.
**Specific responsibilities include, but are not limited to:**
+ Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
+ Managing the branch's Private Wealth Management Client Associates and Service Support Staff
+ Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel
+ Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad Industry Knowledge
+ Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
+ Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
+ Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
**Key Qualifications for the role:**
+ Candidates are **required** to currently hold Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) equivalent licenses
+ Series 3, 31 licenses, if warranted
+ Minimum 5+ years professional experience required
+ Current or previous Merrill Wealth Management experience strongly preferred
+ Self-motivated and client centric
+ Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
+ Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
+ Prior trend analysis experience
+ Strong customer service and communication skills
+ Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
**Desired Skills:**
+ Bachelor's degree or equivalent work experience
**Additional Details:**
Responsible for overall delivery and management of the client service experience for Merrill Private Wealth Management. Accountable for proactive client service, client advocacy, transition management, and problem resolution to improve the client experience. Responsible for client contact management, direct client contact and the management of service delivery from the branch office, working closely with home office service organizations to ensure superior service to all Merrill Private Wealth Management clients. Responsible for transition and coordination of clients to Merrill Private Wealth Management, including review supervision and approval of new accounts. Responsible for the coordination of recruits transitioning from the competition. Responds to and resolves complaints, working with Litigation or Compliance personnel, regarding operations/services received from clients or regulators. Responsible for utilizing PMAC to support the transition of FA accounts as well as opportunities to increase client assets. Responsible for the management and development of the branch office support staff including operations employees and the Client Associates, this includes but is not limited to conducting performance reviews with support staff and being responsible for resource allocation for the Market, managing head count report, etc. Serve as point of contact for implementation of the WMW in the Market, serve as the ongoing WMW conduit for all enhancements including communications and training. Responsible for knowledge and experience associated with Operations management expanding the ability to manage the daily processes of an organization, creating operating efficiencies, understanding/designing workflows, while simultaneously focusing on future initiative and their impact to both the unit and the Firm as a whole. Responds to and resolves operations and services complaints, working with Litigation or Compliance personnel, received from clients or regulators. Responsible for identification, follow up, escalation and reconciliation of compliance and other risk matters, and partnering with CBRU and Legal when appropriate. Responsible for facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis. In partnership with OMT, responsible for reassigning accounts. Ability to monitor, assess, execute, and address client needs to ensure overall service satisfaction, retention, and acquisition. Liaison to various service and operational partners to drive client satisfaction opportunities.
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Atlanta, Georgia
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Position Overview:**
There is an immediate opening for a Merrill Private Wealth Client Relationship Manager. The ideal candidate is a team player and should possess strong coaching, relationship building, problem resolution and interpersonal skills. The position requires a high focus on supervisory and regulatory requirements, business management and retention. Candidates should have excellent leadership, process and organizational skills delivered with a highly effective interpersonal style. Strength and commitment around the Optimal Practice Model and the Client Experience Standard are critical. The candidate would be actively engaged in working with PWAs, Analysts, and CAs to deliver service models beyond expectations, display strong operational knowledge and be highly motivated to drive firm-wide initiatives such as Client Support Enhancer, SQA+, Client Retention/Acquisition.
The **Private Wealth Market Client Relationship Manager** (PWCRM) is a direct report to the Private Wealth Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions as a member of the market leadership team. The PWCRM manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The PWCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MPWCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ongoing development of the Elite Growth Practice roles, Private Wealth Management Client Associates, and the Operations staff.
**Specific responsibilities include, but are not limited to:**
+ Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
+ Managing the branch's Private Wealth Management Client Associates and Service Support Staff
+ Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel
+ Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad Industry Knowledge
+ Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
+ Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
+ Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
**Key Qualifications for the role:**
+ Candidates are **required** to currently hold Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) equivalent licenses
+ Series 3, 31 licenses, if warranted
+ Minimum 5+ years professional experience required
+ Current or previous Merrill Wealth Management experience strongly preferred
+ Self-motivated and client centric
+ Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
+ Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
+ Prior trend analysis experience
+ Strong customer service and communication skills
+ Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
**Desired Skills:**
+ Bachelor's degree or equivalent work experience
**Additional Details:**
Responsible for overall delivery and management of the client service experience for Merrill Private Wealth Management. Accountable for proactive client service, client advocacy, transition management, and problem resolution to improve the client experience. Responsible for client contact management, direct client contact and the management of service delivery from the branch office, working closely with home office service organizations to ensure superior service to all Merrill Private Wealth Management clients. Responsible for transition and coordination of clients to Merrill Private Wealth Management, including review supervision and approval of new accounts. Responsible for the coordination of recruits transitioning from the competition. Responds to and resolves complaints, working with Litigation or Compliance personnel, regarding operations/services received from clients or regulators. Responsible for utilizing PMAC to support the transition of FA accounts as well as opportunities to increase client assets. Responsible for the management and development of the branch office support staff including operations employees and the Client Associates, this includes but is not limited to conducting performance reviews with support staff and being responsible for resource allocation for the Market, managing head count report, etc. Serve as point of contact for implementation of the WMW in the Market, serve as the ongoing WMW conduit for all enhancements including communications and training. Responsible for knowledge and experience associated with Operations management expanding the ability to manage the daily processes of an organization, creating operating efficiencies, understanding/designing workflows, while simultaneously focusing on future initiative and their impact to both the unit and the Firm as a whole. Responds to and resolves operations and services complaints, working with Litigation or Compliance personnel, received from clients or regulators. Responsible for identification, follow up, escalation and reconciliation of compliance and other risk matters, and partnering with CBRU and Legal when appropriate. Responsible for facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis. In partnership with OMT, responsible for reassigning accounts. Ability to monitor, assess, execute, and address client needs to ensure overall service satisfaction, retention, and acquisition. Liaison to various service and operational partners to drive client satisfaction opportunities.
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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0
Senior Aesthetician & Client Relationship Manager (Remote)
30301 Atlanta, Georgia
$70000 Annually
WhatJobs Direct
Posted today
Job Viewed
Job Description
Our client, a premium online beauty and wellness platform, is seeking a highly skilled and client-focused Senior Aesthetician & Client Relationship Manager to join their fully remote team. This role is perfect for a passionate skincare expert who thrives on building lasting relationships with clients and providing personalized consultations and treatment recommendations through virtual channels. You will be the primary point of contact for a dedicated portfolio of clients, offering expert advice on skincare routines, product selection, and non-invasive aesthetic treatments. Leveraging advanced tele-health and video conferencing tools, you will conduct detailed virtual consultations, assess client needs, and guide them towards achieving their desired aesthetic outcomes. A significant part of your role will involve educating clients on the science behind various treatments and products, fostering a deep understanding and trust in our client's offerings. You will also be responsible for managing client records, scheduling virtual appointments, and ensuring a seamless and exceptional client journey from initial contact to ongoing care. Proactive client outreach, follow-up, and the development of tailored service plans will be crucial. The ideal candidate will possess a strong understanding of dermatology, cosmetic science, and a wide range of aesthetic modalities. Exceptional communication, active listening, and interpersonal skills are paramount, as is the ability to convey complex information clearly and empathetically. A valid esthetician license and certification in relevant aesthetic treatments are required. Previous experience in a remote client-facing role, particularly within the beauty, wellness, or medical aesthetics industry, is highly advantageous. You should be proficient with CRM software and virtual communication platforms. This is an exceptional opportunity to combine your passion for beauty and wellness with a flexible, remote work environment, making a tangible difference in clients' lives.
Responsibilities:
Responsibilities:
- Conduct in-depth virtual consultations to assess client skincare needs and goals.
- Provide expert recommendations for personalized skincare regimens and aesthetic treatments.
- Educate clients on product benefits, ingredients, and proper usage.
- Manage a portfolio of clients, fostering strong, long-term relationships.
- Schedule and coordinate virtual appointments and follow-ups.
- Maintain accurate and confidential client records in the CRM system.
- Develop and implement client retention and engagement strategies.
- Stay up-to-date with the latest trends and advancements in aesthetics and skincare.
- Collaborate with the product development team on client feedback and insights.
- Troubleshoot and resolve client inquiries and concerns with professionalism.
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1
Senior Manage-Client Management
30309 Midtown Atlanta, Georgia
American Express
Posted 2 days ago
Job Viewed
Job Description
**Description**
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
**How will you make an impact in this role?**
**Global Merchant and Network Services** (GMNS) is the merchant network of American Express that acquires and maintains relationships with merchants that welcome American Express branded cards. Our goal is to be an indispensable payments partner to our merchant clients while simultaneously delivering differentiated products and services that meet or exceed their needs and drive revenue growth and premium economics for both the merchants and American Express.
B2B is a critical priority for the Global Merchant Services business, and American Express, and this role offers a prime opportunity to be part of a strategic growth industry for the Enterprise. The B2B Product, Partner, and Client Management Group (BPPC) within Merchant Services - U.S. is responsible for overseeing a portfolio that contains approximately 20 Merchants in the Technology & Computer vertical of varying size from $200M to $B. These accounts include some of the most strategic B2B partners across American Express. The Merchant accounts must be prioritized and organized both for business expansion and customer satisfaction. The portfolio represents a significant upward growth opportunity. Our mission is to be warmly welcomed by Merchants and support their growth through American Express forms of payment including credit cards, virtual cards, Accounts Payable Automation, Buyer Initiated Payments (BIP), and innovative product offerings as they become available.
**How will you make an impact in this role?**
The Technology vertical offers an opportunity to deliver innovation and efficiency to provide incremental value to our merchant partners. The vertical presents a high level of interaction and engagement across the Blue Box including the Global Commercial Services, Marketing, and Product. Managing this portfolio provides the opportunity to leverage strategic thinking, strong relationship management, and consultative selling skills to drive incremental revenue for American Express.
Candidates considered for this position will demonstrate a robust account management and business development background, an ability to think innovatively, possess strong financial and analytical skills and the ability to lead in a fast-paced and highly complex/matrixed environment while contributing to a fun and positive team dynamic as an informal leader. Core expectations are:
+ **Business Development** : Drive profitable charge volume, revenue growth by using in-depth knowledge of Merchant's business/industry, FinTech, B2B Automation space and Merchant Services US. Identify and build a pipeline of incremental and innovative B2B growth opportunities to increase profitability/contribution margin.
+ **Relationship Management:** Cultivate and leverage relationships across American Express and the Merchant to identify and implement solutions to grow and expand share while ensuring premium level of servicing to dedicated account contacts.
+ **Strategy:** Devise strategic account plans to drive Merchant engagement, expand relationship contact maps, improve client satisfaction with the goal to grow profitable American Express share.
+ **Strong Performer:** Deliver against goals by leveraging American Express assets to drive AXP revenue, deepen relationships, and deliver value against merchant needs.
+ **Consultative Selling** : Consult with merchants on how to capitalize on the fast-paced evolving payments space.
+ **Project Management:** Work with internal partners and seamlessly multi-task, prioritize and act with a sense of urgency.
**Minimum Qualifications:**
+ Experienced relationship manager with proven ability to learn quickly, develop strong client relationships, sell-in initiatives and uncover new opportunities to grow revenue and share.
+ Demonstrate executive presence internally and externally, with the ability to confidently lead Senior/C-level discussions with clients to influence client decision- making and drive timely results.
+ Strong negotiation skills and project management skills, with an excellent ability to prioritize effectively and drive results.
+ Excellent influence management skills and the ability to work collaboratively across a wide variety of external and internal partners.
+ Highly developed communication skills with ability to tailor messages to different audience types internally and externally.
+ Demonstrated analytical and creative problem-solving skills and proven financial acumen.
+ Self-starter with the ability to lead a business in autonomy.
+ Collaborative and enthusiastic team player with a will to win.
+ Solid foundation in Microsoft Office: PowerPoint and Excel.
+ Bachelor's degree required, MBA a plus.
**Preferred Qualifications:**
+ Familiarity with financial statements: Income Statement, Balance Sheet and Cash Flows Statement.
+ Possess the ability to understand the unique challenges facing B2B merchants.
+ Knowledge of B2B payments, experience developing B2B marketing promotions and/or experience in B2B Issuing organizations a plus.
+ Virtual based position, candidates located in the West Coast preferred.
**Qualifications**
Salary Range: 103,750.00 to 174,750.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
**Job:** Sales
**Primary Location:** United States
**Schedule** Full-time
**Req ID:**
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
**How will you make an impact in this role?**
**Global Merchant and Network Services** (GMNS) is the merchant network of American Express that acquires and maintains relationships with merchants that welcome American Express branded cards. Our goal is to be an indispensable payments partner to our merchant clients while simultaneously delivering differentiated products and services that meet or exceed their needs and drive revenue growth and premium economics for both the merchants and American Express.
B2B is a critical priority for the Global Merchant Services business, and American Express, and this role offers a prime opportunity to be part of a strategic growth industry for the Enterprise. The B2B Product, Partner, and Client Management Group (BPPC) within Merchant Services - U.S. is responsible for overseeing a portfolio that contains approximately 20 Merchants in the Technology & Computer vertical of varying size from $200M to $B. These accounts include some of the most strategic B2B partners across American Express. The Merchant accounts must be prioritized and organized both for business expansion and customer satisfaction. The portfolio represents a significant upward growth opportunity. Our mission is to be warmly welcomed by Merchants and support their growth through American Express forms of payment including credit cards, virtual cards, Accounts Payable Automation, Buyer Initiated Payments (BIP), and innovative product offerings as they become available.
**How will you make an impact in this role?**
The Technology vertical offers an opportunity to deliver innovation and efficiency to provide incremental value to our merchant partners. The vertical presents a high level of interaction and engagement across the Blue Box including the Global Commercial Services, Marketing, and Product. Managing this portfolio provides the opportunity to leverage strategic thinking, strong relationship management, and consultative selling skills to drive incremental revenue for American Express.
Candidates considered for this position will demonstrate a robust account management and business development background, an ability to think innovatively, possess strong financial and analytical skills and the ability to lead in a fast-paced and highly complex/matrixed environment while contributing to a fun and positive team dynamic as an informal leader. Core expectations are:
+ **Business Development** : Drive profitable charge volume, revenue growth by using in-depth knowledge of Merchant's business/industry, FinTech, B2B Automation space and Merchant Services US. Identify and build a pipeline of incremental and innovative B2B growth opportunities to increase profitability/contribution margin.
+ **Relationship Management:** Cultivate and leverage relationships across American Express and the Merchant to identify and implement solutions to grow and expand share while ensuring premium level of servicing to dedicated account contacts.
+ **Strategy:** Devise strategic account plans to drive Merchant engagement, expand relationship contact maps, improve client satisfaction with the goal to grow profitable American Express share.
+ **Strong Performer:** Deliver against goals by leveraging American Express assets to drive AXP revenue, deepen relationships, and deliver value against merchant needs.
+ **Consultative Selling** : Consult with merchants on how to capitalize on the fast-paced evolving payments space.
+ **Project Management:** Work with internal partners and seamlessly multi-task, prioritize and act with a sense of urgency.
**Minimum Qualifications:**
+ Experienced relationship manager with proven ability to learn quickly, develop strong client relationships, sell-in initiatives and uncover new opportunities to grow revenue and share.
+ Demonstrate executive presence internally and externally, with the ability to confidently lead Senior/C-level discussions with clients to influence client decision- making and drive timely results.
+ Strong negotiation skills and project management skills, with an excellent ability to prioritize effectively and drive results.
+ Excellent influence management skills and the ability to work collaboratively across a wide variety of external and internal partners.
+ Highly developed communication skills with ability to tailor messages to different audience types internally and externally.
+ Demonstrated analytical and creative problem-solving skills and proven financial acumen.
+ Self-starter with the ability to lead a business in autonomy.
+ Collaborative and enthusiastic team player with a will to win.
+ Solid foundation in Microsoft Office: PowerPoint and Excel.
+ Bachelor's degree required, MBA a plus.
**Preferred Qualifications:**
+ Familiarity with financial statements: Income Statement, Balance Sheet and Cash Flows Statement.
+ Possess the ability to understand the unique challenges facing B2B merchants.
+ Knowledge of B2B payments, experience developing B2B marketing promotions and/or experience in B2B Issuing organizations a plus.
+ Virtual based position, candidates located in the West Coast preferred.
**Qualifications**
Salary Range: 103,750.00 to 174,750.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
**Job:** Sales
**Primary Location:** United States
**Schedule** Full-time
**Req ID:**
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2
Sales and Client Management Intern
30338 Dunwoody, Georgia
UNUM
Posted 2 days ago
Job Viewed
Job Description
When you join the team at Unum, you become part of an organization committed to helping you thrive.
Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
+ Award-winning culture
+ Inclusion and diversity as a priority
+ Performance Based Incentive Plans
+ Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
+ Generous PTO (including paid time to volunteer!)
+ Up to 9.5% 401(k) employer contribution
+ Mental health support
+ Career advancement opportunities
+ Student loan repayment options
+ Tuition reimbursement
+ Flexible work environments
**_*All the benefits listed above are subject to the terms of their individual Plans_** **.**
And that's just the beginning.
With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!
**General Summary:**
Unum is looking for rising seniors ready to explore a career in sales and client management to join our 10-week paid internship program!
Your Summer at Unum:
Our internship program could be the first step on a career path that offers tremendous growth potential! You will be immersed in our company's culture on a team where your manager and mentor will assign you rewarding project work that culminates in an end-of-summer presentation to key business leaders. This work will give you the opportunity to learn the full lifecycle of a Unum case and provide you with a realistic look at what it means to be a Unum Producer. You will be asked to work independently, as well as collaboratively within teams. Our 10-week internship program has many focus areas including, but not limited to: Prospecting and Quoting, Selling, Enrollment, Onboarding, and Relationship Management.
**Principal Duties and Responsibilities**
+ Work for Unum which is the leader in the disability-based employee benefits marketplace and in a professional office setting
+ Weekly focus areas covering the lifecycle of a Unum case that will allow you to experience and analyze the problem from start to finish
+ Assigned mentors and sponsors to help guide and support you throughout your internship experience and beyond
+ Dedicated support for resume writing and interview prep
+ Skill development workshops designed to sharpen your professional skills
+ Targeted and guided job shadows with your mentor and sales and client management colleagues
+ Capstone Presentation: Analyzing an assigned business case
+ Learn about our Field and Home Office departmental and corporate functions
+ Attend weekly information sessions and networking opportunities with your intern cohort
+ Earn college credits for your internship _(Faculty/Hiring Manager pre-approvals are required)_
**Job Specifications**
+ Candidates must be enrolled in an accredited college degree program
+ Preference given to rising seniors and first year graduate students
+ Competitive GPA
+ Demonstrates leadership skills and involvement in extra-curricular activities
+ Demonstrates a genuine interest in sales and client management as well as a desire to learn more about the insurance industry
+ Skilled at analytical and critical thinking
+ Proficiency in MS Word and Excel software applications
+ Ability to work independently and be self-directed on project work
+ Excellent communication and organizational skills
+ Intern must be available to work approximately 40 hours per week during regular business hours
**#LI-TB1**
Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.
The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience.
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
Company:
Unum
Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
+ Award-winning culture
+ Inclusion and diversity as a priority
+ Performance Based Incentive Plans
+ Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
+ Generous PTO (including paid time to volunteer!)
+ Up to 9.5% 401(k) employer contribution
+ Mental health support
+ Career advancement opportunities
+ Student loan repayment options
+ Tuition reimbursement
+ Flexible work environments
**_*All the benefits listed above are subject to the terms of their individual Plans_** **.**
And that's just the beginning.
With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!
**General Summary:**
Unum is looking for rising seniors ready to explore a career in sales and client management to join our 10-week paid internship program!
Your Summer at Unum:
Our internship program could be the first step on a career path that offers tremendous growth potential! You will be immersed in our company's culture on a team where your manager and mentor will assign you rewarding project work that culminates in an end-of-summer presentation to key business leaders. This work will give you the opportunity to learn the full lifecycle of a Unum case and provide you with a realistic look at what it means to be a Unum Producer. You will be asked to work independently, as well as collaboratively within teams. Our 10-week internship program has many focus areas including, but not limited to: Prospecting and Quoting, Selling, Enrollment, Onboarding, and Relationship Management.
**Principal Duties and Responsibilities**
+ Work for Unum which is the leader in the disability-based employee benefits marketplace and in a professional office setting
+ Weekly focus areas covering the lifecycle of a Unum case that will allow you to experience and analyze the problem from start to finish
+ Assigned mentors and sponsors to help guide and support you throughout your internship experience and beyond
+ Dedicated support for resume writing and interview prep
+ Skill development workshops designed to sharpen your professional skills
+ Targeted and guided job shadows with your mentor and sales and client management colleagues
+ Capstone Presentation: Analyzing an assigned business case
+ Learn about our Field and Home Office departmental and corporate functions
+ Attend weekly information sessions and networking opportunities with your intern cohort
+ Earn college credits for your internship _(Faculty/Hiring Manager pre-approvals are required)_
**Job Specifications**
+ Candidates must be enrolled in an accredited college degree program
+ Preference given to rising seniors and first year graduate students
+ Competitive GPA
+ Demonstrates leadership skills and involvement in extra-curricular activities
+ Demonstrates a genuine interest in sales and client management as well as a desire to learn more about the insurance industry
+ Skilled at analytical and critical thinking
+ Proficiency in MS Word and Excel software applications
+ Ability to work independently and be self-directed on project work
+ Excellent communication and organizational skills
+ Intern must be available to work approximately 40 hours per week during regular business hours
**#LI-TB1**
Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.
The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience.
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
Company:
Unum
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3
2026 Guardian Summer Intern, Client Management
30309 Midtown Atlanta, Georgia
Guardian Life
Posted 2 days ago
Job Viewed
Job Description
**2026 Guardian Summer Intern, Client Management**
Our 2026 Internship Program is a paid 10-week learning experience where you will be immersed in the daily environment of a thriving global financial services company. You will gain invaluable industry and organizational knowledge through daily business interactions and job assignments, in addition to engaging in projects that directly affect our business, interact with senior leaders in conversational settings, and network with employees and interns across our offices. This 10-week internship provides you with realistic experiences and information of what it is like to work at Guardian.
**Internship Dates:**
The internship program will run from **Thursday, May 28, 2026 - Friday, August 7, 2026** .
We review applications on a rolling basis, and we encourage you to apply as soon as you are ready. The application window will close on **Friday, November 14, 2025, at 11:59PM ET** or when role(s) have been filled, whichever comes first.
**You are:**
A rising senior (graduation date of May 2027) who is fueled by collaboration, able to listen and make quick decisions and thrive in a goal-oriented environment.
**Location (housing is not provided):**
+ Atlanta, GA
**You have:**
+ Strong analytical and problem-solving skills that enable you to contribute meaningfully to your team
+ Excellent communication abilities, both written and verbal, to interact effectively with colleagues and leaders
+ A willingness to take initiative and embrace new challenges in a dynamic environment
**You will:**
+ Participate in impactful projects that enhance your understanding of the group benefits industry
+ Collaborate with peers and professionals on assignments that develop your skills and knowledge of the Client Management Organization
+ Have the opportunity to work and learn from supportive leaders, mentors and team members across the organization who will help coach you as you develop your professional career
+ Learn about Guardian's purpose, values, how we work, and our suite of product and service offerings
+ Build a network of colleagues and have a sense of community with other interns and other parts of the business
+ Think broadly and ask questions about data, facts and other information
+ Be a self-starter - someone who enjoys "rolling up their sleeves and getting things done", has high energy, strong work ethic, displays the ability to work independently, and is creative
**We offer:**
+ Meaningful and challenging work opportunities to accelerate innovation in a secure and compliant way
+ Dynamic, modern work environments that promote collaboration and creativity to develop and empower talent
+ Employee Resource Groups that advocate for inclusion and diversity in all that we do
+ Social responsibility in all aspects of our work- we volunteer within our local communities, create educational alliances with colleges, and drive a variety of initiatives in sustainability
**Eligibility:**
+ Applicants must be eligible to work in the U.S. without company sponsorship, now or in the future, for employment-based work authorization. F-1 visa holders with Optional Practical Training (OPT) who will require H-1B status, TNs, or current H-1B visa holders will not be considered. H1-B and green card sponsorship are not available for this position.
+ **You must be available for the full program dates of the internship program.**
If you have any questions regarding the application process, please feel free to email .
**Salary Range:**
$20-$5 per hour
**Salary Range:**
20.00 - 35.00
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
**Our Promise**
At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
**Inspire Well-Being**
As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at . _Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._
**Equal Employment Opportunity**
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
**Accommodations**
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .
**Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.**
Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .
Our 2026 Internship Program is a paid 10-week learning experience where you will be immersed in the daily environment of a thriving global financial services company. You will gain invaluable industry and organizational knowledge through daily business interactions and job assignments, in addition to engaging in projects that directly affect our business, interact with senior leaders in conversational settings, and network with employees and interns across our offices. This 10-week internship provides you with realistic experiences and information of what it is like to work at Guardian.
**Internship Dates:**
The internship program will run from **Thursday, May 28, 2026 - Friday, August 7, 2026** .
We review applications on a rolling basis, and we encourage you to apply as soon as you are ready. The application window will close on **Friday, November 14, 2025, at 11:59PM ET** or when role(s) have been filled, whichever comes first.
**You are:**
A rising senior (graduation date of May 2027) who is fueled by collaboration, able to listen and make quick decisions and thrive in a goal-oriented environment.
**Location (housing is not provided):**
+ Atlanta, GA
**You have:**
+ Strong analytical and problem-solving skills that enable you to contribute meaningfully to your team
+ Excellent communication abilities, both written and verbal, to interact effectively with colleagues and leaders
+ A willingness to take initiative and embrace new challenges in a dynamic environment
**You will:**
+ Participate in impactful projects that enhance your understanding of the group benefits industry
+ Collaborate with peers and professionals on assignments that develop your skills and knowledge of the Client Management Organization
+ Have the opportunity to work and learn from supportive leaders, mentors and team members across the organization who will help coach you as you develop your professional career
+ Learn about Guardian's purpose, values, how we work, and our suite of product and service offerings
+ Build a network of colleagues and have a sense of community with other interns and other parts of the business
+ Think broadly and ask questions about data, facts and other information
+ Be a self-starter - someone who enjoys "rolling up their sleeves and getting things done", has high energy, strong work ethic, displays the ability to work independently, and is creative
**We offer:**
+ Meaningful and challenging work opportunities to accelerate innovation in a secure and compliant way
+ Dynamic, modern work environments that promote collaboration and creativity to develop and empower talent
+ Employee Resource Groups that advocate for inclusion and diversity in all that we do
+ Social responsibility in all aspects of our work- we volunteer within our local communities, create educational alliances with colleges, and drive a variety of initiatives in sustainability
**Eligibility:**
+ Applicants must be eligible to work in the U.S. without company sponsorship, now or in the future, for employment-based work authorization. F-1 visa holders with Optional Practical Training (OPT) who will require H-1B status, TNs, or current H-1B visa holders will not be considered. H1-B and green card sponsorship are not available for this position.
+ **You must be available for the full program dates of the internship program.**
If you have any questions regarding the application process, please feel free to email .
**Salary Range:**
$20-$5 per hour
**Salary Range:**
20.00 - 35.00
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
**Our Promise**
At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
**Inspire Well-Being**
As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at . _Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._
**Equal Employment Opportunity**
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
**Accommodations**
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .
**Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.**
Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .
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4
Sales, Marketing and Client Management Project Manager - CCMU
30309 Midtown Atlanta, Georgia
WTW
Posted 2 days ago
Job Viewed
Job Description
**Description**
As a Senior Associate, you will support the Custom Care Management Unit (CCMU) team in the management of the sales, marketing and client retention activities for the CCMU product. CCMU is a high touch, custom care management program designed and monitored by WTW clinical specialists and administered by CCMU's health plan partners to drive improved patient outcomes and reduced costs. CCMU is part of the Health, Equity and Wellbeing community within WTW's Health and Benefits (H&B) Line of Business.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
**Sales & Marketing**
+ Support the development of CCMU marketing materials, client-facing collateral, and consultant training materials.
+ Coordinate local office outreach activities and oversee the management of the sales pipeline.
+ Lead the development of client-specific materials evaluating care management programs as part of the medical RFP process, ensuring appropriate coordination with internal teams.
+ Manage creation of key deliverables for prospective clients including establishing competency with the savings projection process.
+ Serve as a point of contact for client teams on sales activities.
**Client Retention & Relationship Management**
+ Contribute to the content and development of regular internal-facing trainings, updates and collateral.
+ Coordination with Operations Project Manager to ensure all client deliverables are created, reviewed, and delivered on time and with accuracy.
+ Coordinate client-specific issue resolution and deliverable requests, working with the CCMU Operations team for carrier-specific issues or requests
**General**
+ With all activities, ensure effective collaboration across multiple teams, quality control of deliverables and adherence to timelines.
**Qualifications**
**The Requirements**
+ 3+ years of experience in health and welfare or health management plan design/management in a consulting, brokerage, or carrier/vendor environment.
+ Strong financial skills, with experience in pricing, underwriting, or valuation.
+ Proven ability to manage multiple projects and deliver high-quality results.
+ Excellent communication skills-both written and verbal.
+ Strong analytical, creative, and integrative thinking.
+ Team oriented mindset and interpersonal skills with experience collaborating across teams
+ Proficiency in Microsoft Excel and PowerPoint.
+ State Life and Health license (required within 90 days of joining).
**Preferred Qualifications**
+ Experience with data analytics and carrier reporting.
+ Demonstrated ability to build and maintain internal and external relationships.
+ Experience working with global service delivery colleagues and collaborating on cross-functional teams.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off
+ **Retirement Benefits:** Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans' eligibility requirements.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
**EOE, including disability/vets**
As a Senior Associate, you will support the Custom Care Management Unit (CCMU) team in the management of the sales, marketing and client retention activities for the CCMU product. CCMU is a high touch, custom care management program designed and monitored by WTW clinical specialists and administered by CCMU's health plan partners to drive improved patient outcomes and reduced costs. CCMU is part of the Health, Equity and Wellbeing community within WTW's Health and Benefits (H&B) Line of Business.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
**Sales & Marketing**
+ Support the development of CCMU marketing materials, client-facing collateral, and consultant training materials.
+ Coordinate local office outreach activities and oversee the management of the sales pipeline.
+ Lead the development of client-specific materials evaluating care management programs as part of the medical RFP process, ensuring appropriate coordination with internal teams.
+ Manage creation of key deliverables for prospective clients including establishing competency with the savings projection process.
+ Serve as a point of contact for client teams on sales activities.
**Client Retention & Relationship Management**
+ Contribute to the content and development of regular internal-facing trainings, updates and collateral.
+ Coordination with Operations Project Manager to ensure all client deliverables are created, reviewed, and delivered on time and with accuracy.
+ Coordinate client-specific issue resolution and deliverable requests, working with the CCMU Operations team for carrier-specific issues or requests
**General**
+ With all activities, ensure effective collaboration across multiple teams, quality control of deliverables and adherence to timelines.
**Qualifications**
**The Requirements**
+ 3+ years of experience in health and welfare or health management plan design/management in a consulting, brokerage, or carrier/vendor environment.
+ Strong financial skills, with experience in pricing, underwriting, or valuation.
+ Proven ability to manage multiple projects and deliver high-quality results.
+ Excellent communication skills-both written and verbal.
+ Strong analytical, creative, and integrative thinking.
+ Team oriented mindset and interpersonal skills with experience collaborating across teams
+ Proficiency in Microsoft Excel and PowerPoint.
+ State Life and Health license (required within 90 days of joining).
**Preferred Qualifications**
+ Experience with data analytics and carrier reporting.
+ Demonstrated ability to build and maintain internal and external relationships.
+ Experience working with global service delivery colleagues and collaborating on cross-functional teams.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off
+ **Retirement Benefits:** Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans' eligibility requirements.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
**EOE, including disability/vets**
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5
National VP Sales and Client Management - North America Market, UHC Global
30309 Midtown Atlanta, Georgia
UnitedHealth Group
Posted 2 days ago
Job Viewed
Job Description
At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and equitable. Ready to make a difference? Join us to start **Caring. Connecting. Growing together.**
The National VP Sales and Client Management for the NAM Global market is responsible for leading the growth office for the business. This role will have direct responsibility for the sales and client management teams. The Head of Sales is responsible for developing the growth strategy, attaining new membership growth goals, profitability metrics, persistency and rate yield targets on existing business and achieving broker and client management NPS targets.
You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges.
**Primary Responsibilities:**
Business Planning
+ Participates in annual strategic business planning
+ Prepares and updates the growth business plan, adjusting the strategy to meet financial goals and other KPIs as market dynamics fluctuate
Market Facing
+ Serve as leadership face to the market and expands UHCG market presence
+ Establishes and maintains strong professional and personal relationships with clients and consultants presenting a positive image of UHCG
+ Develops relationships with senior level contacts at select clients and consulting houses within the region
+ Attends presentations and events with key clients, broker and consultant house partners
+ Attends local market events (e.g., charity dinner) enhancing UHCG brand, as appropriate
+ Communicates UHG value and differentiation on a consistent basis
Growth
+ Responsible for sales forecasting and pipeline management
+ Responsible for achieving sales metrics - pipeline growth, close ratio, persistency, rate yield, BCR and profitability
+ Identifies and ensures team uses disciplined sales strategy across sales and client management; introduces a common language of understanding for the sales process
+ Provides feedback to management on market trends and improvement opportunities as presented by clients and consultants
+ Assists in bringing escalated client/broker issues to resolution, as needed
+ Assists team with RFPs, renewals and negotiations, as needed
+ Conducts, along with the client management RVPs, client management book of business reviews to deliver upon growth, retention and profitability goals for the overall book of business
+ Conducts territory plan reviews with sales team
+ Partner with marketing to develop the value story
+ Partner with pricing and actuarial on pricing strategy
+ Partner with product team on product development and product roll out
General Management
+ Create collaborative team environment fostering strong teamwork among disciplines (sales, CM, sales support)
+ Ensures SalesForce data integrity is maintained
+ Partners effectively with business partners (finance, UW, marketing, product, legal, etc.)
+ Maintains relationships with key decision makers with UHC Domestic and Optum leadership teams to drive growth
+ Supports NPS program ensuring timeliness of activities, moving passives to promoters and detractors to promoters; ensures actions plans are executed
+ Utilizes data to assess sales and client management effectiveness and introduces changes, as appropriate
+ Actively participates in QBRs, commercial, pipeline and other leadership calls to support the growth of the business
+ Maintains a deep understanding of all UHCG products and services
+ Develops and maintains internal UHG network
+ Removes barriers and obstacles for staff
+ Maintains high-level of industry knowledge
+ Demonstrates support of company-wide programs and initiatives
+ Collaborates with other leaders in execution of business strategy
+ Executes on Employee Engagement initiatives
Talent Management
+ Leads and manages team of 30 employees across sales and client management teams
+ Recruits, hires and manages performance of staff providing ongoing feedback, conducting regularly scheduled 1:1s and facilitating My GPS processes in a timely manner
+ Designs and maintains job descriptions and compensation plans across sales and client management
+ Manages a minimum of four direct reports with span of control of 30 employees across both teams
+ Leads weekly staff calls
+ Motivates and inspires others to meet their goals
+ Participates in personal development (MAP self-assessment, training, etc.)
+ Attends and participates in one-on-ones with manager
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
**Required Qualifications:**
+ Bachelor degree required
+ 7+ years in healthcare sector, including global benefits experience
+ 5+ years leading a sales organization and/or sales and client management team
+ Solid financial acumen
+ Exceptional problem-solving skills
+ Demonstrates strategic thinking and planning
+ Excellent relationship management skills, comfortable engaging with high level executives at client/consultant organization
+ Excellent written and verbal communication skills
+ Excellent presentation skills
+ Excellent leadership skills
+ Solid ability to negotiate and influence
+ Solid understanding of UHG products and services
+ License is required
*All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $180,000 to $280,000 annually based on full-time employment. This role is also eligible to receive bonuses based on sales performance. We comply with all minimum wage laws as applicable.
**Application Deadline:** This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.
_At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission._
_UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations._
_UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment._
The National VP Sales and Client Management for the NAM Global market is responsible for leading the growth office for the business. This role will have direct responsibility for the sales and client management teams. The Head of Sales is responsible for developing the growth strategy, attaining new membership growth goals, profitability metrics, persistency and rate yield targets on existing business and achieving broker and client management NPS targets.
You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges.
**Primary Responsibilities:**
Business Planning
+ Participates in annual strategic business planning
+ Prepares and updates the growth business plan, adjusting the strategy to meet financial goals and other KPIs as market dynamics fluctuate
Market Facing
+ Serve as leadership face to the market and expands UHCG market presence
+ Establishes and maintains strong professional and personal relationships with clients and consultants presenting a positive image of UHCG
+ Develops relationships with senior level contacts at select clients and consulting houses within the region
+ Attends presentations and events with key clients, broker and consultant house partners
+ Attends local market events (e.g., charity dinner) enhancing UHCG brand, as appropriate
+ Communicates UHG value and differentiation on a consistent basis
Growth
+ Responsible for sales forecasting and pipeline management
+ Responsible for achieving sales metrics - pipeline growth, close ratio, persistency, rate yield, BCR and profitability
+ Identifies and ensures team uses disciplined sales strategy across sales and client management; introduces a common language of understanding for the sales process
+ Provides feedback to management on market trends and improvement opportunities as presented by clients and consultants
+ Assists in bringing escalated client/broker issues to resolution, as needed
+ Assists team with RFPs, renewals and negotiations, as needed
+ Conducts, along with the client management RVPs, client management book of business reviews to deliver upon growth, retention and profitability goals for the overall book of business
+ Conducts territory plan reviews with sales team
+ Partner with marketing to develop the value story
+ Partner with pricing and actuarial on pricing strategy
+ Partner with product team on product development and product roll out
General Management
+ Create collaborative team environment fostering strong teamwork among disciplines (sales, CM, sales support)
+ Ensures SalesForce data integrity is maintained
+ Partners effectively with business partners (finance, UW, marketing, product, legal, etc.)
+ Maintains relationships with key decision makers with UHC Domestic and Optum leadership teams to drive growth
+ Supports NPS program ensuring timeliness of activities, moving passives to promoters and detractors to promoters; ensures actions plans are executed
+ Utilizes data to assess sales and client management effectiveness and introduces changes, as appropriate
+ Actively participates in QBRs, commercial, pipeline and other leadership calls to support the growth of the business
+ Maintains a deep understanding of all UHCG products and services
+ Develops and maintains internal UHG network
+ Removes barriers and obstacles for staff
+ Maintains high-level of industry knowledge
+ Demonstrates support of company-wide programs and initiatives
+ Collaborates with other leaders in execution of business strategy
+ Executes on Employee Engagement initiatives
Talent Management
+ Leads and manages team of 30 employees across sales and client management teams
+ Recruits, hires and manages performance of staff providing ongoing feedback, conducting regularly scheduled 1:1s and facilitating My GPS processes in a timely manner
+ Designs and maintains job descriptions and compensation plans across sales and client management
+ Manages a minimum of four direct reports with span of control of 30 employees across both teams
+ Leads weekly staff calls
+ Motivates and inspires others to meet their goals
+ Participates in personal development (MAP self-assessment, training, etc.)
+ Attends and participates in one-on-ones with manager
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
**Required Qualifications:**
+ Bachelor degree required
+ 7+ years in healthcare sector, including global benefits experience
+ 5+ years leading a sales organization and/or sales and client management team
+ Solid financial acumen
+ Exceptional problem-solving skills
+ Demonstrates strategic thinking and planning
+ Excellent relationship management skills, comfortable engaging with high level executives at client/consultant organization
+ Excellent written and verbal communication skills
+ Excellent presentation skills
+ Excellent leadership skills
+ Solid ability to negotiate and influence
+ Solid understanding of UHG products and services
+ License is required
*All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $180,000 to $280,000 annually based on full-time employment. This role is also eligible to receive bonuses based on sales performance. We comply with all minimum wage laws as applicable.
**Application Deadline:** This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.
_At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission._
_UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations._
_UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment._
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6
Wealth Management Client Associate
30309 Midtown Atlanta, Georgia
Bank of America
Posted 2 days ago
Job Viewed
Job Description
Wealth Management Client Associate
Atlanta, Georgia
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
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Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
**Responsibilities:**
+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
+ Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
**Skills:**
+ Account Management
+ Client Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Business Development
+ Client Solutions Advisory
+ Pipeline Management
+ Prioritization
+ Administrative Services
+ Emotional Intelligence
+ Referral Identification
+ Written Communications
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.**
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Atlanta, Georgia
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
**Responsibilities:**
+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
+ Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
**Skills:**
+ Account Management
+ Client Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Business Development
+ Client Solutions Advisory
+ Pipeline Management
+ Prioritization
+ Administrative Services
+ Emotional Intelligence
+ Referral Identification
+ Written Communications
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.**
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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7
Wealth Management Client Associate
30309 Midtown Atlanta, Georgia
Bank of America
Posted 2 days ago
Job Viewed
Job Description
Wealth Management Client Associate
Atlanta, Georgia
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
**Responsibilities:**
+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
+ Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
**Skills:**
+ Account Management
+ Client Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Business Development
+ Client Solutions Advisory
+ Pipeline Management
+ Prioritization
+ Administrative Services
+ Emotional Intelligence
+ Referral Identification
+ Written Communications
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.**
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Atlanta, Georgia
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
**Responsibilities:**
+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
+ Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
**Skills:**
+ Account Management
+ Client Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Business Development
+ Client Solutions Advisory
+ Pipeline Management
+ Prioritization
+ Administrative Services
+ Emotional Intelligence
+ Referral Identification
+ Written Communications
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.**
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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8
Account Manager
31201 Tucker, Georgia
AFC
Posted today
Job Viewed
Job Description
Who We Are:
At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, we’ve been committed to making dreams come true for independent car dealers. AFC’s finance solutions work with more than 12,000 independent dealerships across North America freeing up cash flow to give them more time to focus on building their business. Our solutions amplify purchasing power so dealers can stock their dealership lot with vehicles their customers seek. Learn more about AFC, here:
AFC is proud to be a subsidiary of OPENLANE. AFC's core business complements the other business units within the OPENLANE group of companies. For more information, visit
AFC’s Core Values:
Elevating Relationships. We connect deeply with our customers - celebrating their wins and supporting their struggles as if they were our own.
Powered by Passion. We believe that “passion is our superpower” and that every success is built upon the commitment and perseverance of our employees.
Vision-driven. We look ahead to the bigger picture so our customers can be prepared; after all, their success is our destination.
Dedicated to You. We demonstrate value and appreciation by recognizing and validating each other’s efforts. We stand committed to the success of our customers.
We’re Looking For:
We are seeking a Relationship Specialist who enjoys and is energized by building relationships through meaningful interactions with current and prospective customers. You will be part of a local team responsible for providing financing (floorplanning) for independent auto dealers. You will be involved in elevating customer relationships, attracting new business, and growing AFC revenue while balancing risk. The ideal candidate will have three years of experience in customer-facing, sales, or sales support roles.
Where You’ll Work:
The ideal candidate will reside within the Macon, Warner Robins, GA markets and travel within their assigned territory.
You Are:
Focused on Elevating Relationships: you believe integrity and honesty build long-lasting relationships; connecting with your customers as well as your peers, celebrating their wins, and supporting them through their struggles.
Powered by Passion. you are obsessed with customer service and helping our customers realize their unlimited potential. You understand our dealer’s success is built upon the commitment and perseverance of your efforts.
Vision-Driven. you focus on understanding your customers’ future needs and are dedicated to continuous improvement; making it easier for customers to do business while preparing for what’s to come.
Dedicated. you have an unwavering “people-first” commitment to ensure success and provide support to your customers and team.
You Will:
Use critical thinking to assess business and risk situations and make decisions with little oversight.
Develop an understanding of customer needs by using customer relationship management (CRM) tools and work queues.
Grow the portfolio organically and assist in promotional efforts to new and existing accounts for product campaigns and cross-platform partnerships.
Manage, service, and balance risk on customer accounts
Manage existing accounts and drive new growth opportunities.
Embrace our culture of supporting others' success as they grow in their role.
Must Have’s:
A minimum of three to five years of experience in customer-facing, sales, or sales support roles.
A valid driver's license with reliable and dedicated transportation.
Ability and desire to frequently travel 50-75% within your market to support our current and prospective customer base.
Desire and experience working in a multi-faceted environment, effectively managing multiple tasks with a strong focus on productivity, and the ability to adapt.
Proficiently apply sales expertise, adapt to audiences, maintain curiosity, and effectively resolve core dealer issues.
A strong understanding of portfolio management, risk, and new business development.
Ability to work independently and autonomously when needed as well as part of a team.
Ability to use and understand technology required for your position such as mobile applications and software.
High level of accountability towards local goals and business targets.
Nice to Have’s:
Previous auto industry or financial services experience
Experience with Google Workspace, Salesforce, Tableau
What We Offer:
Competitive pay
Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US)
Immediately vested 401K (US) or RRSP (Canada) with company match
Paid Vacation, Personal, and Sick Time
Paid maternity and paternity leave (US)
Employer-paid short-term disability, long-term disability, life insurance, and AD&D (US)
Robust Employee Assistance Program
Employer paid Leap into Service Day to volunteer
Tuition Reimbursement for eligible programs
Opportunities to expand your skill set and share your knowledge across a publicly traded, global organization
Company culture of internal promotions, diverse career paths, and meaningful advancement
Sound like a match? Apply Now - We can't wait to hear from you!
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9