111 Client Relationships jobs in New York

Client Relationship Manager
Location: Montclair, NJ
Status: Full-time, Non-Exempt
Compensation: $90,000 annually, based on experience
Industry: Financial Services / Wealth Management

Are you a licensed financial services professional who thrives behind the scenes, loves solving problems, and enjoys delivering exceptional client service? Join Nexus Wealth Management, a well-established, fast-paced Private Wealth Advisory practice of Ameriprise Financial, committed to supporting clients and helping them achieve financial success.

Were looking for a Client Relationship Manager who brings both precision and heart to their work. In this role, youll handle day-to-day trading operations, client service requests, and help maintain the operational backbone of our practice. This is a non-producing role (no sales!), but for the right candidate, theres long-term potential to grow into a COO-type leadership positionpossibly with future equity opportunities.

Key Responsibilities

• Execute daily and quarterly trades, including cash raises and systematic distributions
• Respond to client inquiries with warmth and professionalism (phone and email)
• Support account service needs including money movements, distributions, and general account maintenance
• Assist with CRM management, documentation, and meeting follow-up tasks
• Triage and assign post-meeting action items, ensuring prompt follow-through
• Provide ad hoc marketing and operational support when needed
• Collaborate closely with advisors and external vendors (e.g., Practice Source)

Qualifications

• FINRA licenses required (e.g., Series 7 and 66)
• 3+ years in a client service or operations role within a financial advisory or wirehouse setting
• Experience with trading, distributions, and client servicing
• Strong attention to detail, follow-through, and task management
• Polished communication skills and a client-first mindset
• CFP a plus, but not required
• Comfortable with technology and CRM systems

Benefits

• $10,000 annual medical insurance allowance
• 401(k) plan with 3.5% employer match (on up to 6% employee contribution)
• 15 PTO days + 6 paid holidays
• Annual discretionary bonus potential
• Opportunity for professional growth and future leadership roles
• Supportive, mission-driven team culture

Why Join Us?

This role is ideal for someone who is motivated by meaningful client work, values stability and growth, and is ready to become an integral part of a tight-knit, high-performing team. You'll work closely with seasoned professionals and play a vital role in creating a smooth client experience and operational excellence.

To Apply:
Submit your resume and a brief cover letter highlighting your financial services experience and interest in the role.

#J-18808-Ljbffr

**Work Location:**
East Rutherford, New Jersey, United States of America
**Hours:**
40
**Pay Details:**
$153,920 - $230,880 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Personal & Commercial Banking
**Job Description:**
The Sr. Relationship Manager serves the needs of the community commercial banking business, customizing a broad range of products and services to meet the financial needs of TD's customers. The job acquires, develops and manages commercial banking relationships by providing customized solutions across different commercial segments to build a strategy that is right for the customer now, and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new customers.
The role is a trusted advisor who, with sensitivity to the customer's operating environment, structures and packages practical and competitive solutions that demonstrate an understanding of their financing, cash management and overall business needs to add value to the customer's portfolio.
**Depth & Scope:**
+ Recognized as top level expert within the company in a customer segment or product/service line with responsibility for identifying and interpreting trends in the market to structure portfolios and get results
+ Develops new business with prospects that have the largest and most complex credit needs in assigned portfolio segment
+ Defines new approaches to sell and deliver solutions
+ Anticipates emerging customer trends as a basis for recommending products and services and expanding the business
+ Highly sophisticated understanding of customer needs and competitor offerings that contribute to the direction of the business line or segment
+ Oversees the management and activities of large accounts and related servicing teams
+ Manages the most strategic relationships that are characterized by significantly complex products and services provided and/or takes a significant business development focus
+ Solves unique problems with broad impact on the business segment and financials
+ Develops and implements new and innovative approaches to the sales process, including negotiation of terms and approaches to account management - provides expert advice internally and externally
+ Impacts a range of sales achievement for largest accounts and relationships and a significant part of one or more business lines
+ Communicates complex ideas, anticipates potential objections and persuades customers; negotiates significant terms
+ Provides leadership guidance, makes recommendations and collaborates with business to ensure solutions meets the business needs on a complex project or program
+ Identifies and leads problem resolution for project/program complex requirements related issues at all levels
**Education & Experience:**
+ Undergraduate degree
+ 10+ years relevant experience
+ In-depth understanding of commercial industry, business development techniques and credit decisions
+ Proven business development track record, with proven ability to conceptualize and implement effective new business strategies
+ Extensive network of outside referral sources for new business
+ Excellent credit and financial analysis skills
+ Effective negotiation skills
**Customer Accountabilities:**
+ Responsible for growth goals (loans, deposits, fees), both individually and within the team, through development of new business Customers and cross selling existing Customers as well as an established network of resources
+ Makes sales calls and may coordinate sales calling efforts, gather related financial and general business information as directed, coordinate financial analyses needed to make credit decisions
+ Contributes and/or provides recommendation to loan decision process based on evaluation of credit risk and other key factors from Credit Management
+ Negotiates specific terms and conditions and communicate credit decisions to prospects and Customers as directed by policy and/or credit approval
+ Leads all aspects of relationship management for an assigned portfolio /segment and/or geography
+ Delivers exceptional customer service at every interaction and execute on plans to continuously improve the customer experience
+ Acts as a trusted advisor expected to meet the needs of customers by providing creative products / solutions
+ Actively uses sales platforms to build a robust understanding of customer / target needs, industries, and markets
+ Understands customer's operating environment, structure unique financing, cash management and overall business needs to add value to the customer
+ Actively generates referrals to all business partners in the Bank to help meet the comprehensive financial needs of TD customers
+ Develops a clear retention plan for assigned portfolio deposits and loans within the specified territory
+ Possesses and constantly enhances expert knowledge of the market, customers, and broader economic factors
+ Identifies and responds to changes in the business environment and establishing action plans to address customer issues and priorities
+ Identifies customer / prospect referral opportunities to internal Bank partners that meet customer needs
+ Develops community relationships and membership in civic and professional organizations, including active participation in networking events
**Shareholder Accountabilities:**
+ Develops / implements sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth
+ Plans and executes business development activities, review and communicate results, and adjust tactics accordingly
+ Promotes and offers full suite of products, sales, services and banking capabilities
+ Assesses credit requests to determine risk and make appropriate recommendations for structuring credit deals
+ Contributes to credit applications with a high quality of risk assessment, credit structure, due diligence, and credit presentation
+ Contributes to business objectives for Operational Excellence
+ Supports the timely and accurate completion of business processes and procedures
+ Protects the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
+ Ensures documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
+ Identifies, suggests and actively participates in process improvement opportunities
+ Actively manages relationships within and across various business lines/ corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements
+ Participates in cross-functional / enterprise initiatives as a subject matter expert helping to provide guidance for complex situations
+ Ensures necessary due diligence to support the accuracy of all customer transactions / activities
+ Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
+ Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
+ Assumes responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
**Employee/Team Accountabilities:**
+ Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/ points of interest
+ Provides thought leadership and/ or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit
+ Keeps current on emerging trends/ developments and grows knowledge of the business, related tools and techniques
+ Participates in personal performance management and development activities, including cross training within own team
+ Keeps others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
+ Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
+ Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships.
+ Contributes to a fair, positive and equitable environment that supports a diverse workforce
+ Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Occasional
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Continuous
+ Standing - Occasional
+ Walking - Occasional
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Never
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Never
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Never
+ Reaching forward - Occasional
+ Pushing - Never
+ Pulling - Never
+ Twisting - Never
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

Join to apply for the Client Relationship Manager, Northeast role at Arch Insurance Group Inc.

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Join to apply for the Client Relationship Manager, Northeast role at Arch Insurance Group Inc.

Arch Insurance Group Inc. provided pay range

This range is provided by Arch Insurance Group Inc. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

Base pay range

$83,600.00/yr - $12,918.00/yr

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility.

Position Summary

The Claims Client Relationship Manager role is a key enabler to promoting Arch claims as a competitive differentiator by interfacing with both the broker and client, through acquisition of new business and retention of existing accounts, across multiple lines of business. This role involves managing dedicated clients with a focus on aligning services to client goals, proactively addressing challenges, building strong broker and client rapports, and ensuring customer satisfaction. It requires deep expertise in client relationship management, experience in negotiations, claims insurance knowledge and the ability to manage a client book with minimal supervision.

Responsibilities

The Claims Client Relationship Manager differentiates Arch claims through understanding the clients individual needs and designing tailored claims solutions.

• Responsible for a book of business that is comprised of many lines of business as well as industries
• Aligns around clients goals by gaining a deep understanding of what client is trying to accomplish in their programs and how we can contribute to these goals
• Support transition of new key clients from pre-quote through onboarding, ensuring a seamless and white glove experience but aligns to company culture, processes, and procedures
• Establishes, maintains, and enhances strong business rapports with the broker and the client through regular communication throughout pre-bind, onboarding, and in-force servicing
• Serves as a single point of contact for clients; highly responsive to requests and often identifies issues/challenges before the client
• Participate in broker and/or client meetings including escalation discussions, when needed
• Reviews and analyzes client performance, raises trends, successes, and risks as appropriate to support profitability
• Facilitates timely and effective resolution of complex claims issues across all lines of business
• Advocate for the client experience and service innovations, shares client trends and proposes improvements
• Maintains up to date knowledge on all claims, manages and maintains client records with accuracy and precision, and meets all deadlines with associated systems
• Conducts new team member training
• Perform other duties, as assigned, appropriate to the position
  
  

Required Sills

• Excellent organizational and time management skills, with the ability to prioritize and handle multiple client accounts simultaneously and meet all deadlines
• Strong knowledge and understanding of multi-line insurance claims products and services
• Demonstrated ability to influence, negotiate, and communicate with internal and external customers and stakeholders through verbal and written formats
• Monitor customer satisfaction levels and take proactive measures to ensure high levels of account retention
• Demonstrated ability to analyze and solve complex problems. Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
• Actively staying informed on industry developments, including new trends, market conditions, and competitor activity, to offer up-to-date advice and solutions
• Willingness to work together with others, promoting teamwork, supporting shared goals, openness to suggesting new ideas and methods to improve processes and outcomes
• Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
• Proficient in Microsoft Excel, PowerPoint, and Outlook
• Ability to travel up to 25% of the time
  
  

Education

• Bachelors degree and minimum of 5 years proven experience in customer relationship management, or sales role
• Significant knowledge and experience with P&C claims products and service capabilities
  
  

LI-SW1

LI-HYBRID

For individuals assigned or hired to work in the location(s) indicated below, the base salary range is provided. Range is as of the time of posting. Position is incentive eligible.

For Alpharetta: 83,600 - 112,918/year

For Chicago, Morristown: 97,100 - 131,130/year

For NYC, Jersey City: 107,900 - 145,700/year

• Total individual compensation (base salary, short & long-term incentives) offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, qualifications, talent availability & specialization as well as business needs. The above pay range may be modified in the future.
• Arch is committed to helping employees succeed through our comprehensive benefits package that includes multiple medical plans plus dental, vision and prescription drug coverage; a competitive 401k with generous matching; PTO beginning at 20 days per year; up to 12 paid company holidays per year plus 2 paid days of Volunteer Time Offer; basic Life and AD&D Insurance as well as Short and Long-Term Disability; Paid Parental Leave of up to 10 weeks; Student Loan Assistance and Tuition Reimbursement, Backup Child and Elder Care; and more. Click here to learn more on available benefits.
  
  

Do you like solving complex business problems, working with talented colleagues and have an innovative mindset? Arch may be a great fit for you. If this job isnt the right fit but youre interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our talent community to share your preferences directly with Archs Talent Acquisition team.

14400 Arch Insurance Group Inc. Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Sales and Business Development
• Industries Insurance

Referrals increase your chances of interviewing at Arch Insurance Group Inc. by 2x

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**Overview:**
Responsible for an assigned portfolio of the most complex and or large dollar amount loan and/or deposit relationships with major businesses in the community. Solicits new business, cross sells, administers and services existing business relationships.
**Primary Responsibilities:**
+ Services customers seeking loan and/or deposit relationships of large dollar amounts and of high complexity with the Bank, interviews applicants to develop information concerning their businesses and requirements, evaluates credit information and makes relationship recommendations.
+ Maximizes the Department's profitability through the maintenance of a high quality loan portfolio. Follows current loans to ensure conformity with terms; maintains current and complete credit file.
+ Participates in a formal call program to develop new loan, deposit and fee based business.
+ Follows market trends and developments to increase the Bank's business in established and developing markets.
+ Represents the Bank in civic and community activities.
**Scope of Responsibilities:**
Services customers seeking loan and/or deposit relationships of large dollar amounts and of high complexity.
Manage and retain existing clients. Works closely with internal contacts to service clients.
**Supervisory/ Managerial Responsibilities:**
May coach/mentor junior relationship managers.
**Education and Experience Required:**
Bachelors Degree or four years relevant experience.
Minimum of seven years commercial portfolio management experience.
Financial analysis and knowledge of banking credit principals.
General knowledge of banking and the Bank's various commercial fee based products.
Applied knowledge of Bank policies and procedures.
Excellent communication and interpersonal skills with the ability to interact with all levels of personnel using diplomacy.
Ability to sell effectively to prospects and clients.
Excellent presentation skills.
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $141,158.46 - $235,264.10 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location**
Iselin, New Jersey, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

**Overview:**
Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of varying complexity and importance, including all administrative, operational and risk management activities for GCM transactions. Serves as main point of contact with the client and internal and external service partners to follow short and long-term strategies to achieve sustainable earnings growth and compliance with Bank and Division strategic plans. Manages daily administration of assigned transactions, including delivering exceptional service to clients, ensuring all internal controls are satisfied. Works with internal partners as appropriate.
**Primary Responsibilities:**
+ Monitor relevant administrative and operational systems, databases and activity related to accounts of moderate to significant intricacy, complexity and level of risk, to ensure accounts are setup and operating within established policies, procedures and guidelines.
+ Review, analyze and provide comments to counsel related to negotiation and drafting of operative documents and agreements for assigned accounts.
+ Coordinate activities related to monitoring risks and ensuring regulatory compliance for assigned accounts with Legal, Risk, Compliance and/or Audit as required.
+ Research and resolve issues related to control and client service aspects of assigned accounts in a timely manner to maintain customer satisfaction, working with appropriate internal and external resources as required.
+ Work with external parties, including attorneys, financial advisors, interested parties and alliance/service partners, to structure and close GCM transactions in a timely manner.
+ Complete various account administration activities of moderate to significant intricacy, complexity and risk including, timely cash flow execution and fee billing, internal and external reporting and tickler processing.
+ Participate, along with GCM Sales, in sales calls to current and prospective clients, either in-person or over the phone and prepare fee proposals to support new business opportunities. Evaluate fees for suitability and conformance with fee schedules. Partner with Fee Billing to monitor and timely collect aged receivables.
+ Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business including representing GCM at transaction closings, attending and chairing client meetings and presentations and preparing relevant documentation to support the attraction, retention and expansion of client relationships.
+ Identify areas, based on transaction knowledge and fees charged, where revenues can be increased by charging additional fees when services change; advise management of these opportunities. Implement approved fee increases, fee discounts and waivers as identified or instructed and per established controls and procedure.
+ Provide coverage and support for other Relationship Mangers within assigned Section/Unit as required by absence.
+ Represent GCM and/or lead departmental projects and Corporate initiatives on a periodic basis.
+ Assist management with the development and operation of business products and processes.
+ May supervise and/or mentor less experience associates.
+ Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
+ Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
+ Complete other related duties as assigned.
**Education and Experience Required:**
Bachelor's degree and a minimum of 2 years' client service experience in Global Capital Markets products or markets,
OR in lieu of a degree,
A combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' client service experience in Global Capital Markets products or markets
High level of proficiency with personal computers as well as pertinent software
Prior experience reading, analyzing and interpreting legal documents
Prior experience calculating amounts such as discounts, interest, commissions and percentages
Familiarity with corporate structures, relevant laws and regulations
Proven problem-solving skills
Strong verbal and written communication skills
Strong analytical skills
**Education and Experience Preferred:**
CCTS (Certified Corporate Trust Specialist) certification
Working knowledge of pertinent specialized internal software applications
Managerial or leadership experience
Demonstrated sense of ownership in jobs or projects
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $96,572.54 - $160,954.23 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location**
Iselin, New Jersey, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

Bring more to life.
Are you ready to accelerate your potential and make a real difference within life sciences, diagnostics and biotechnology?
At Pall Corporation, one of Danaher's ( 15+ operating companies, our work saves lives-and we're all united by a shared commitment to innovate for tangible impact.
You'll thrive in a culture of belonging where you and your unique viewpoint matter. And by harnessing Danaher's system of continuous improvement, you help turn ideas into impact - innovating at the speed of life.
As a global leader in high-tech filtration, separation, and purification, Pall Corporation thrives on helping our customers solve their toughest challenges. Our products serve diverse, global customer needs across a wide range of applications to advance health, safety and environmentally responsible technologies. From airplane engines to hydraulic systems, scotch to smartphones, OLED screens to paper-everyday Pall is there, helping protect critical operating assets, improve product quality, minimize emissions and waste, and safeguard health. For the exponentially curious, Pall is a place where you can thrive and amplify your impact on the world. Find what drives you on a team with a more than 75-year history of discovery, determination, and innovation.
Learn about the Danaher Business System ( which makes everything possible.
This Individual will serve as the Indirect Supplier Relationship Manager for fleet, travel, and professional service categories. Under the leadership of the Sr. Indirect Commodity Manager, this individual will own the preferred supplier relationships for the assigned supplier group within the Fleet, Travel, and Professional services categories and support the overall strategy formulation and execution that will drive significant impact to the organization.
This position reports to the Sr. Indirect Commodity Manager and is part of the Global Integrated Supply Chain team located in Port Washington, NY, and will be an onsite role.
In this role, you will have the opportunity to:
+ Cost & Working Capital Improvement (30%): Project funnel ideation and execution of YoY Indirect Cost Savings, own Strategic Sourcing visual management, drive working capital improvements via payment terms improvements and transitions to preferred suppliers with favorable terms. Champion the application of DBS via using tools such as VMDM, Cost Saving Funnel Workshops, Supply Base Management, Kaizens, etc. to deliver set targets
+ Category Management (20%): Support the development & implementation/execution of the category strategies across indirect spend to optimize value and drive total cost down for the regions/functions. Evaluate existing supplier base, to establish current state. Once established, define future state / "best in class" supply chain / supplier design requirements.
+ Supplier Relationship Management (30%): identify and evaluate potential suppliers, conduct supplier assessments and performance measurement, attend supplier meetings/visits, maintain strong relationships with key suppliers via SBR's, collaborate with the cross-functional teams, negotiate LTA's/MSA's and manage contract administration
+ Internal Customer Relationship Management (20%): Builds effective relationships and successfully partners across varied functions with internal stakeholders, external suppliers, agencies, and colleagues to drive results and lead and influence change.
The essential requirements of the job include:
+ Bachelor's degree in Procurement, Supply Chain Management, Business Administration, or a related field; equivalent relevant experience will also be considered.
+ 3+ years of experience in procurement or category management, with a focus on indirect sourcing.
+ In-depth understanding of indirect procurement categories, sourcing strategies, pricing models, and supplier ecosystems-particularly within professional services and corporate functions.
+ Demonstrated success in contract negotiation, cost reduction initiatives, and enhancing supplier performance and value delivery.
+ Strong financial and business insight with the ability to lead cross-functional initiatives, influence stakeholders at all levels, and drive strategic change across global and organizational boundaries.
Travel, Motor Vehicle Record & Physical/Environment Requirements:
+ Ability to travel domestically and internationally 30%
It would be a plus if you also possess previous experience in:
+ Skilled in developing, nurturing, and sustaining productive relationships with suppliers to ensure long-term value and performance.
+ Strong critical thinking and problem-solving abilities, with a proven capacity to adapt and make sound decisions under pressure.
+ Hands-on experience with ERP systems, preferably SAP, to support sourcing activities, contract management, and spend analysis.
Pall Corporation, a Danaher operating company, offers a broad array of comprehensive, competitive benefit programs that add value to our lives. Whether it's a health care program or paid time off, our programs contribute to life beyond the job. Check out our benefits at Danaher Benefits Info ( .
The annual salary range for this role is $110,000 to $130,000. This is the range that we in good faith believe is the range of possible compensation for this role at the time of this posting. This range may be modified in the future.
This job is also eligible for bonus/incentive pay.
We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance and 401(k) to eligible employees.
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Join our winning team today. Together, we'll accelerate the real-life impact of tomorrow's science and technology. We partner with customers across the globe to help them solve their most complex challenges, architecting solutions that bring the power of science to life.
For more information, visit .
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**Client Relationship Manager-Banking & Financial Services**
**Overview**
Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The CRM works with delivery teams to enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience. A CRM's shared measures are margin, revenue, client satisfaction & employee retention. CRM role-specific measures are renewal win rates, revenue, and margin.
**Key Responsibilities**
· Build trusted relationships with client stakeholders
· Understand the client environment, issues, and priorities
· Work with clients to define their problems and co-create solutions
· Drive RFPs / proactive bids with regards to renewals, extensions, and expansion
· Track of BFS industry trends relevant to client business and bring forth proactive ideas and solutions
· Serve as the day-to-day point of contact for the clients
· Responsible for backlog growth including renewals and extensions of current engagements
· Lead the onsite project teams and ensure they understand the client environment
**Required Experience**
· Minimum 10 years of experience in a client facing role in a consulting firm or an account/engagement management role in the IT professional services offshore/outsourcing industry, within BFS vertical.
· Experience managing Client P&L of $15 + Million dollars including reporting and metric assessment for the account
· Excellent ability and aptitude to influence and communicate effectively with business stakeholders up to the C-Suite
· Ability to interface at all levels of an organization
· Excellent oral and written communication skills and executive presentation and persuasion skills are required
· Bachelor's degree
**Preferred Experience**
· MS or MBA degree
· Strong background in a project environment and application development in the BFS vertical.
· Proven ability to contribute to new business development efforts and to lead and manage multiple tasks in a dynamic environment
· Must be detail oriented and able to manage and maintain all facets of complex assignments.
· Demonstrable problem-solving abilities with the aptitude to identify strategic solutions to business problems with enterprise-wide implications
· Demonstrate the flexibility to work among diverse corporate environments, industries, and technical and non-technical audiences
**Top Reasons to Join Our Team**
Excellent compensation/benefits. A strong financial incentive package that includes a solid base salary with a highly attractive bonus plan. Further incentives include award programs, club trips, and excellent benefits package. Wide exposure to industry, product, and functional standard methodologies; as well as outstanding teams supporting your sales pursuits. Encouraging management team that rewards initiative & success. Exciting, industry leading practice where you can truly build a long-term career. Congenial, collaborative, and goal-oriented environment; the opportunity to work with and learn from a highly experienced team of business professionals. Tremendous opportunities for growth with a real career path promoting career advancement.
**Salary and Other Compensation** :
The annual salary for this position is between $60,000- 180,000 depending on experience and other qualifications of the successful candidate.
This position is also eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans.
**Benefits** : Cognizant offers the following benefits for this position, subject to applicable eligibility requirements:
+ Medical/Dental/Vision/Life Insurance
+ Paid holidays plus Paid Time Off
+ 401(k) plan and contributions
+ Long-term/Short-term Disability
+ Paid Parental Leave
+ Employee Stock Purchase Plan
**Disclaimer:** The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.
**A Good fit for the Cognizant culture**
A person who possesses a true passion for changing organizations for the better, and desires to do so within a goal, yet professional atmosphere filled with business professionals who all manifest a belief in partnership, innovation, and excellence. Our "Cultural Value Drivers" are well-known and clearly communicated within the organization: Open, Visible, Motivated, Empowered, Opportunity-Filled, Flexible & Collaborative.
Work Authorization
**Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future.**
Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
**Job Responsibilities**
+ Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $ million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately 500,000
+ Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
+ Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
+ Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
+ Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
+ Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
+ Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
**Required qualifications,** **capabilities, and skills**
+ Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
+ General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
+ Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
+ Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
+ Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment
+ Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
**Preferred qualifications,** **capabilities, and skills**
+ Bachelor's degree in Finance or related field or equivalent work experience
+ Strong current business network
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Long Island City,NY 71,250.00 - 110,000.00 / year

If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
**Job Responsibilities**
+ Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $ million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately 500,000
+ Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
+ Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
+ Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
+ Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
+ Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
+ Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
**Required qualifications,** **capabilities, and skills**
+ Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
+ General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
+ Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
+ Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
+ Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment
+ Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
**Preferred qualifications,** **capabilities, and skills**
+ Bachelor's degree in Finance or related field or equivalent work experience
+ Strong current business network
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Mineola,NY 71,250.00 - 110,000.00 / year