Client Relationship Manager FlexTGClient Relationship ManagerCockeysville, MDThe CRM works closely with Sales, Service, Operations, Supply Chain, Billing, Contracts, Project Management, and Leadership to make sure client needs are understood, documented, prioritized, and driven to resolution. Experience in account management, customer success, managed services, technology services, office technology, document management, or another related client-facing role preferred.
Client Relationship Manager Ultimate Staffing ServicesClient Relationship ManagerHunt Valley, Maryland$75,000–$85,000Prepare and deliver annual stewardship reports, pre-renewal and mid-year presentations, financial/funding analyses, and monthly/quarterly loss reports. Position Overview: Ultimate Staffing Services is actively seeking an experienced Client Relationship Manager to join their client's team in Hunt Valley, Maryland.
Client Relationship Manager Bethesda, MD The Charles Schwab CorpClient Relationship Manager Bethesda, MDBethesda, MDYou will assist the Branch Manager and sales/support staff with meeting our clients' needs, resolving customer escalations, helping to deepen both internal and external client relationships, and acting as the Branch Manager in their absence. You are the first point of contact at the branch and will work cross-functionally with other branch team members and partners across the firm to deliver exceptional experiences for our clients.
Client Relationship Manager 123JUNKClient Relationship ManagerGaithersburg, MarylandAttend networking functions, trade shows and maintain a weekly schedule of 1:1 appointments with industry partners. Draft and submit reports, including but not limited to expense reports, mileage logs, and sales progress reports.
Commercial Relationship Manager II Atlantic Union Bankshares CorpCommercial Relationship Manager IIFrederick, MDThe Relationship Manager is responsible for marketing a range of products and services to medium and large commercial clients and may originate and service moderately complex C&I loans, owner occupied real estate and investor owned real estate. Maximize bank profitability through appropriate pricing of new loan originations, fee income, and cross selling of all bank products and services, including Treasury Services products.
GCM Relationship Manager III WSFS Financial CorpGCM Relationship Manager IIIMD$92,869–$152,569 / yearThe GCM Relationship Manager will be responsible for onboarding new 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. Additional responsibilities include closing new transactions, managing straightforward accounts, maintaining counts, and client interface, overseeing debt service payments, compliance collection, and approving transfers and DWACs.
NewRelationship Manager II WSFS Financial CorpRelationship Manager IIMD$77,390–$127,139.75 / yearWSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States. Responsible for managing the complete closing of new transactions by reviewing and negotiating governing documents; closing coordination activities; discussing open issues with counsel and client; actively eliciting information to comprehend customer needs.
Business Relationship Manager Senior Acquisition - Vice President JPMorgan Chase & CoBusiness Relationship Manager Senior Acquisition - Vice PresidentBaltimore, MDAcquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed. Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
Business Relationship Manager I - Officer JPMorgan Chase & CoBusiness Relationship Manager I - OfficerLaurel, MDIdentify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs. Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.
Relationship Manager I-Business Banking PNC BankRelationship Manager I-Business BankingFrederick, MarylandIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Relationship Manager I - Business Banking PNC BankRelationship Manager I - Business BankingMarylandIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Relationship Mgr II - Healthcare Business Banking PNC BankRelationship Mgr II - Healthcare Business BankingTowson, MarylandIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Commercial Relationship Manager - Maryland Firstrust BankCommercial Relationship Manager - MarylandTowson, MDPHYSICAL AND SENSORY REQUIREMENTS: While performing the essential functions of this position, the employee is regularly required to drive a motor vehicle, attending meetings at various venues, including but not limited to customers' offices and/or properties, restaurants and other meeting locations, and ascend/descend stairs and or ladders occasionally to perform inspections. You will ensure that Commercial Banking assets and liabilities are properly accounted for, serviced, and protected from loss or impairment in compliance with applicable laws, regulations, bank policies and sound banking practices.
Institutional Relationship Manager Brown Advisory IncInstitutional Relationship ManagerBaltimore, MD$100,000–$120,000 / yearBrown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The role requires industry knowledge and networks, a strong understanding of the firm's investment strategies, collaboration across teams, and the ability to work in a fast-paced environment.
Commercial Relationship Manager IV Atlantic Union Bankshares CorpCommercial Relationship Manager IVMDThe Relationship Manager is responsible for marketing a range of products and services to medium and large commercial clients and services and originates most challenging and complex C & I loans, owner occupied and investor owned real estate. Maximize bank profitability through appropriate pricing of new loan originations, fee income, and cross selling of all bank products & services, including deposits and Treasury Services products.
Ag Relationship Manager Horizon Farm Credit, ACAAg Relationship ManagerBel Air, Maryland$50,500–$80,000Our ideal candidate is an experienced professional with a strong financial acumen, a passion for agriculture, experience managing a large portfolio, and a commitment to helping farmers achieve their goals through personalized loan solutions. Makes periodic calls on loan customers to evaluate management, inspect collateral, detect signs of potential financial problems, or uncover opportunities for additional lending.
Senior Commercial Relationship Manager Fulton BankSenior Commercial Relationship ManagerColumbia, Maryland$143,100–$238,500 / yearLeverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Fulton resources and materials to develop business network and prospects. Contribute to the profitability and growth of Fulton's commercial banking by building, developing and managing new and existing Middle Market client relationships with companies with revenue between $25 -100 million .
Relationship Manager - Bethesda, MD FidelityRelationship Manager - Bethesda, MDBethesda, MarylandRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Business Banking Senior Relationship Manager M&T Bank CorpBusiness Banking Senior Relationship ManagerColumbia, MD$113,300–$188,800 / yearGood understanding of Cash Management, Merchant Service, Trade Services products offered to Business Banking customers and ability to identify sales opportunities for those product sets. Work with branch partners to maximize sales efforts to business customers and cross sell other products and services that the bank offers.
Business Banking Senior Relationship Manager I, Baltimore County Southwest M&T Bank CorpBusiness Banking Senior Relationship Manager I, Baltimore County SouthwestMD$113,300–$188,800 / yearGood understanding of Cash Management, Merchant Service, Trade Services products offered to Business Banking customers and ability to identify sales opportunities for those product sets. Work with branch partners to maximize sales efforts to business customers and cross sell other products and services that the bank offers.
Business Banking Senior Relationship Manager I - Columbia MD M&T Bank CorpBusiness Banking Senior Relationship Manager I - Columbia MDColumbia, MD$113,300–$188,800 / yearGood understanding of Cash Management, Merchant Service, Trade Services products offered to Business Banking customers and ability to identify sales opportunities for those product sets. Work with branch partners to maximize sales efforts to business customers and cross sell other products and services that the bank offers.
Business Banking Relationship Manager M&T Bank CorpBusiness Banking Relationship ManagerRockville, MD$99,500–$165,900 / yearGood understanding of Cash Management, Merchant Service, Trade Services products offered to Business Banking customers and ability to identify sales opportunities for those product sets. Education and Experience Required: Bachelor's degree or in lieu of a degree, a minimum of 4 years of related sales/banking experience, or a combination thereof.
Relationship Manager T. Rowe Price Group IncRelationship ManagerBaltimore, MD$150,000–$210,000 / yearAs a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. Build relationships with Portfolio Managers, Analysts, Associate Analysts, Corporate Relations Originators, and internal business partners to understand needs and deliver a consistent service experience.
Business Development - Partner Relationship Manager Rapid FinanceBusiness Development - Partner Relationship ManagerBethesda, MDFull timeThe Partner Relationship Manager will work within a team to attract new Referral Partners on behalf of Rapid Finance, and will introduce potential Partners to our cash advance or loan products. Just steps from the metro, our beautiful new office includes a modern open floor plan, free on-site fitness center, a gaming area, stocked kitchen, and other cool amenities.
Commercial Senior Relationship Manager M&T Bank CorpCommercial Senior Relationship ManagerBaltimore, MD$136,000–$226,600 / yearOverview: 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. Scope of Responsibilities: Services customers seeking loan and/or deposit relationships of large dollar amounts and of high complexity.
Project Manager, Client Services Thermo Fisher Scientific IncProject Manager, Client ServicesRockville, MD$75,000–$112,500 / yearGuided by our commitment that "There is a Patient Waiting," we provide end-to-end clinical supply chain solutions, including project management, packaging, distribution, transportation management, specialty logistics, ancillary supply management, clinical supply optimization, and biorepository services. As a Project Manager, Client Services, you will independently manage a portfolio of moderate to highly complex clinical trial and clinical supply chain projects, serving as the primary strategic point of contact for customers throughout the project lifecycle.
Project Manager lll, Client Services Thermo Fisher ScientificProject Manager lll, Client ServicesRockville, MarylandGuided by our commitment that "There is a Patient Waiting," we provide end-to-end clinical supply chain solutions, including project management, packaging, distribution, transportation management, specialty logistics, ancillary supply management, clinical supply optimization, and biorepository services. As a Project Manager, Client Services, you will independently manage a portfolio of moderate to highly complex clinical trial and clinical supply chain projects, serving as the primary strategic point of contact for customers throughout the project lifecycle.
640 - Commercial Reg 4 - Fred - Commercial Relationship Portfolio Manager II First United Corporation640 - Commercial Reg 4 - Fred - Commercial Relationship Portfolio Manager IIFrederick, MDSkill(s): Above average skill-set proficiency in reading, writing, grammar, and mathematics; strong interpersonal relations, communicative, and sales skills; expert level knowledge of the bank's commercial products and services; a strong working knowledge of bank operating policies and procedures which impact commercial services; above average skill level in using a personal computer for word processing, spreadsheet documentation and financial analysis; visual and auditory skills; valid drivers license. Manages and coordinates all required activities to support the Commercial Relationship Manager(s) and meet the commercial services needs of our present and future business customers; complies with operational policies and procedures; effectively communicates with bank management, staff and external business clients.
Customer Service Manager (Client Experience) National Board for Certification in Occupational Therapy, IncCustomer Service Manager (Client Experience)Gaithersburg, MDFull timeThe team serves as the primary point of contact for candidates, certificants, and partners, providing responsive assistance, resolving inquiries, supporting exam administration, reviewing eligibility, and ensuring timely and accurate administrative processing, while collaborating closely with Credentialing Services to maintain consistency, compliance, and operational efficiency. Education and Experience High school diploma or equivalent is required, associate’s degree or higher is preferred, along with 6+ years of progressively responsible experience in customer service, including 2+ years of people management experience, or equivalent combination of education and experience.
NewRelationship Manager (Water) GHD Group Pty LtdRelationship Manager (Water)Bowie, MD$160,000–$267,000 / yearGHD will reimburse 50% of the cost of the following to maximum of $250.00 reimbursement annually for such items as: Health club membership fees, home exercise equipment purchases, Bicycles, Race, run & marathon entrance fees, Smoking cessation programs, Weight loss programs (i.e.-Weight Watchers, Jenny Craig), Fitbits and Fitness Tracking devices. Customer Relationship Management / Account Management: Develop and implement relationship management plans for complex customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Corporate Trust Client Relationship Associate Wilmington TrustCorporate Trust Client Relationship AssociateBaltimore, MarylandBachelor’s degree and a minimum of 1 years’ relevant work experience with direct client contact, OR in lieu of a degree, A combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 years’ relevant work experience with direct client contact. Acting as trustee and agent on these financings, Wilmington Trust helps clients manage complex transactions, and you'll play a key role in delivering exceptional service and operational excellence.
Relationship Manager I-Business Banking The PNC Financial Services Group IncRelationship Manager I-Business BankingFrederick, MD$82,500–$137,500 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Relationship Manager I - Business Banking The PNC Financial Services Group IncRelationship Manager I - Business BankingBaltimore, MD$60,500–$107,800 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
640 - Commercial Reg 4-Fred - Commercial Relationship Mgr II First United Corporation640 - Commercial Reg 4-Fred - Commercial Relationship Mgr IIFrederick, MDSkill(s): Advanced level proficiency in reading, writing, grammar, and mathematics skills; expert level proficiency with interpersonal relations, communicative, and sales skills; an in-depth understanding and thorough knowledge of all bank commercial products and services; a strong working knowledge of the banks operating policies and procedures; advanced technical knowledge and proficiency in spreadsheet and financial analysis; advanced level of demonstrated self-management supervisory skills; visual and auditory skills; valid drivers license. He/she is directly responsible for enhancing the development, growth and profitability of the loan portfolio; meeting the commercial products and services needs of business customers; complying with operating policies and procedures; directly supervising assigned personnel; communicating with the Board of Directors, the Board's Loan Committee, bank executives, managers and staff; responding to inquiries or requests for information and maintaining appropriate records, reports and required regulatory documents.
Commercial Project Manager III - Client Services Thermo Fisher Scientific IncCommercial Project Manager III - Client ServicesFrederick, MD$75,000–$112,500 / yearThis role requires a client-facing leader with proven experience managing global or multi-site clinical trials, ensuring alignment across cross-functional teams, and driving projects from study start-up through close-out. At least 120 hours paid time off (PTO), 10 paid holidays annually, paid parental leave (3 weeks for bonding and 8 weeks for caregiver leave), accident and life insurance, and short- and long-term disability in accordance with company policy.
Client Relations Manager Kinsley Construction IncClient Relations ManagerHagerstown, MDThis role focuses on building and maintaining relationships, identifying new opportunities within targeted geographic areas, and partnering with our project teams to help promote Kinsley Construction. Develop and strengthen relationships with business owners, developers, architects, engineers, consultants, and community partners to expand Kinsley's presence.
Senior Commercial Relationship Manager Fulton Financial CorpSenior Commercial Relationship ManagerColumbia, MD$143,100–$238,500 / yearLeverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Fulton resources and materials to develop business network and prospects. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates.
Sectors & Clients Manager Media, Sports & Entertainment DLA Piper LLP (US)Sectors & Clients Manager Media, Sports & EntertainmentBaltimore, MD$129,808–$197,799 / yearThis individual partners closely with sector leadership, lawyers, and firmwide Marketing & Business Development colleagues to identify, develop, and pursue business development opportunities, strengthen client relationships, and proactively drive go-to-market strategies that support sector growth and market positioning. Working closely with sector leadership, practice leaders, and business development teams, this individual will help drive the strategic priorities of the Sports, Media & Entertainment Sector through innovative business development initiatives, market-facing programs, profile-raising activities, and client engagement strategies.
Aero/Defense- Associate Manager - Client Services Infosys LtdAero/Defense- Associate Manager - Client ServicesMD$100,000–$187,000 / yearThe Compensation Range for this Role is between $100,000 to $187,000 p.a. 147355BRConnecticut, District of Columbia, Maryland, North CarolinaUSAInfosys Limited Associate Engagement ManagerITL USA Baltimore, MD, Charlotte, NC, Hartford, CT, Washington, DCAerospace, Industrial Automation, ManufacturingTechnology|Unit Level - Unit Level|Practice Sales Associate Engagement Manager - Manufacturing Sector100000187000. The AMCS works together with their manager (Manager-Client Services/Senior ManagerClient Services) to build an account plan and is responsible for client management based on the account plan.
Relationship Manager Element Fleet Management CorpRelationship ManagerMD$100,000–$132,000 / yearIn this role, you will play a key role in developing and maintaining effective relationships with existing customers within their portfolio to ensure Element wins repeat business and maintains and grows revenue by executing on: proactive client renewals (RFPs), pricing optimization, and share of wallet opportunities. Develop and maintain effective relationships within an existing customer portfolio to ensure, sustain, and grow existing revenue, win repeat business, and achieve growth targets by executing on proactive client renewals (RFPs), pricing optimization, and share of wallet opportunities.
Business Relationship Manager Senior Acquisition - Vice President JPMorgan Chase Bank, N.A.Business Relationship Manager Senior Acquisition - Vice PresidentBethesda, MDFull timeAcquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed. Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
Senior Client Manager, Commercial Risk - Insurance Advisory Solutions, Mid-Atlantic Region The Baldwin Group Insurance Holdings, LLCSenior Client Manager, Commercial Risk - Insurance Advisory Solutions, Mid-Atlantic RegionBethesda, MDDemonstrates the organization's core values, exuding behavior that is aligned with the firm's culture TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED: Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Ability to learn any other appropriate program or software system used by the firm as necessary SPECIAL WORKING CONDITIONS: Fast paced multi-tasking environment Some travel may be required This role follows a hybrid work model, with an expectation of being in the office three (3) days per week, and the remaining days worked remotely. EDUCATION AND EXPERIENCE REQUIREMENTS: Education: None required; Bachelor's degree and working towards a professional insurance designation preferred Experience (years and type of experience): 10 years' experience and demonstrated proficiency in Commercial Account Management required; 10+ years' experience and demonstrated proficiency in Commercial Account Management preferred License(s): Current Property and Casualty license KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: Possesses strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites.
Commercial Relationship Manager Fulton Financial CorpCommercial Relationship ManagerColumbia, MD$114,100–$190,100 / yearContribute to the profitability and growth of Fulton''s commercial banking by building, developing and managing new and existing client relationships with businesses with revenue of $25-100 million dollars. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates.
Ag Relationship Manager AgFirstAg Relationship ManagerDenton, MarylandOur ideal candidate brings strong financial acumen, a genuine passion for agriculture, the ability to contribute to managing a diverse portfolio and a commitment to helping farmers achieve their goals through personalized loan solutions. Makes periodic calls on loan customers to evaluate management, inspect collateral, detect signs of potential financial problems, or uncover opportunities for additional lending.
NewSenior Business Banking Relationship Manager - Rockville, Columbia, or North Bethesda, MD Bank of America CorpSenior Business Banking Relationship Manager - Rockville, Columbia, or North Bethesda, MDRockville, MD$140,000–$185,000 / yearBack to search results Senior Business Banking Relationship Manager - Rockville, Columbia, or North Bethesda, MD Columbia, Maryland; Rockville, Maryland; North Bethesda, Maryland Additional locations Apply × To proceed with your application, you must be at least 18 years of age. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Senior Client Service Manager Merit Financial AdvisorsSenior Client Service ManagerRockville, MDBest Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Review account transactions daily to monitor trade requests placed, confirm deposits posted, transfers received, confirm client withdraw requests sent, etc.
Client Service Manager - Commercial Lines GallagherClient Service Manager - Commercial LinesColumbia, MarylandRemoteFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. How you'll make an impact : Manage the renewal process by gathering client information, analyzing their needs, and helping deliver timely, tailored solutions.
Tax Senior Manager, Private Client Services TAG EisnerAmper, LLC (Inactive)Tax Senior Manager, Private Client ServicesOwings Mills, MDOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
Senior Client Manager, Business Insurance Marsh McLennanSenior Client Manager, Business InsuranceHunt Valley, MarylandAs our Senior Account Manager on the Business Insurance team, you will manage relationships with clients, prospects, client teams and producers to provide best in class service and drive growth. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).
Relationship Manager (Owings Mills, MD) Mercer AdvisorsRelationship Manager (Owings Mills, MD)Owings Mills, MarylandToday, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.