div>Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
p>Key Responsibilities: • Drive strategic pursuits encompassing small, medium and large deals, working cross-functionally within Cognizant to ensure we are selling what we can deliver as aligned with the customer's objectives; work with teams to deliver the pitch, define scope/team and supply to pricing and contractual arrangements. Parameters for Success: • Strong Revenue Growth • Exceptional client handling • Consultative Selling • Effective Negotiations • Large Deal management • Influence and participate in Solution Design • Strong Presentation Skills • Deep knowledge of financial modelling.
Downers Grove, IL4 days ago
p>Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com.
This role operates within a specialized CRE vertical, where the Relationship Manager serves as the primary originator and relationship owner, partnering closely with Commercial Real Estate underwriting (credit owners) to deliver disciplined, risk-adjusted transactions. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
p>BT's NMTC team is an industry leading financial consulting group which has been involved in the NMTC industry since its inception over 20 years ago - that has closed billions of dollars of NMTC transactions for hundreds of projects in manufacturing, healthcare, education, community facilities and other diverse industry creating jobs or providing needed goods and services to underserved communities. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
li>Credit Quality: Works with assigned portfolio managers to ensure pro-active monitoring of the credit quality of the portfolio through timely financial statement gathering, monitoring client's compliance with ongoing required reporting, properly analyzing financial information and taking or recommending appropriate corrective actions based on acceptable levels.
p>As a/an Senior Relationship Manager - Core Institutional in Midwest Region, you will (be): At least 7 years' experience in the client coverage portion of the asset management industry such as a large asset manager, consultant and/or intermediary. You will be part of a global team within the Coverage (over 800 employees) deep U.S. institutional coverage team that includes relationship managers, investment specialists and client service and support groups.
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. Core Responsibilities: Partner internally and externally to identify additional business opportunities within new/existing accounts; maintain and grow relationships to expand new business value.
As part of the Joint Business Relationships (JBR) Independence team within Risk & Independence, you will consult with and provide guidance to teams on the application of the business relationship rules in areas such as provision of services, procurement, use of third-party technology, marketing, participation in conferences and events, publications, among others. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
li>Collaborate with colleagues across the department to strategically identify, qualify, and refer potential Major Gift donors $25,000+ to ensure placement in the giving channel that best facilitates optimal engagement and continued support. Play a significant and rewarding role as the Leadership Annual Giving (LAG) Relationship Manager responsible for supporting the LAG Director and Senior Director of Individual Giving with the growth of the Individual Giving program.
li>Collaborate and consult with peers, colleagues, and mid-level managers to resolve client issues while achieving Wells Fargo's business objectives by helping clients navigate Wells Fargo's processes, escalating client inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; may lead projects, teams or serve as a mentor for less experienced colleagues.
In this role, you will:
Independently, and in collaboration with Senior Relationship Managers on the team, develop, retain, and grow moderately complex client relationships and lead team while leveraging a solid understanding of the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback.
li>Collaborate with colleagues across the department to strategically identify, qualify, and refer potential Major Gift donors $25,000+ to ensure placement in the giving channel that best facilitates optimal engagement and continued support. Managing a dynamic portfolio of LAG donors and prospects, from $1,000 to $24,999, the Relationship Manager will implement strategies and processes related to qualification, cultivation, solicitation and stewardship.
The Liquidity Relationship Manager - is responsible for driving deposit growth and deepening market penetration within targeted, deposit‑rich liquidity pools (Escrow) This role combines specialized segment expertise, focused business development, and cross‑functional coordination to deliver tailored liquidity solutions that align with how these ecosystems operate. The Segment Specialist serves as a primary market‑facing relationship manager for assigned liquidity pools, acting as a trusted advisor to clients while partnering closely with internal product, risk, and delivery teams to execute the broader segment strategy.
li>Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. You'll partner with a deep bench of product specialists to help clients optimize their financial strategies-from capital and credit solutions to treasury, payments, and broader corporate banking capabilities-while advising senior leaders on topics like industry trends, liquidity, and capital structure.
Downers Grove, IL10 days ago
p>In 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.
Northfield, IL30+ days ago
Acquire, 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.
Prospect Heights, IL30+ days ago
Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs. Acquire, manage, and retain a portfolio of 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.
Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed. Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities.
li>Gather all information necessary to present a financing request to senior management or Loan Committee for approval; meet with new/potential customers; visit sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to the Chief Credit Officer or Loan Committee. Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within the Relationship Manager's portfolio.
Chicago, Illinois24 days ago
p style="margin-bottom:11px">The Senior Relationship Manager is responsible for building, strengthening, and maintaining relationships with assigned family office and/or advisor members, providing customized, high-quality member service, and ensuring successful achievement of annual revenue and renewal rate targets. Family Office Exchange (“FOX”) is the industry-leading membership organization servicing multi-generational families, family office executives, and trusted advisors.
Proven ability to translate banking product knowledge into consultative sales conversations-identifying client needs, articulating value propositions, and collaborating with stakeholders (Relationship Managers, credit teams, product teams) to drive adoption and close complex deals . You will drive sales by applying consultative selling and trusted advisor behaviors to identify opportunities, provide tailored guidance to senior-level clients, and convert prospects into long-term partnerships in the financial services sector.
In this role, you will: Develop, retain, and grow complex to highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; Act as an advisor to guide and influence others in growing relationships Act as an advisor to senior leadership to develop, influence, or lead the structuring, modification, and renewal of highly complex cash flow, real estate loans, and certain other industry specific solutions across groups and functions by analyzing financials, presenting to clients, and coordinating with internal stakeholders Lead the strategy and resolution for full suite of highly complex solutions offered by Wells Fargo to commercial clients to meet highly complex and unique needs that require an in-depth evaluation across multiple areas of the enterprise, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions within the Commercial Banking Relationship Management group that are cross functional and companywide strategies Strategically engage with all levels across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo's business objectives, and represent the company externally; serve as an expert advisor to leadership and a mentor for less experienced colleagues Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems Strategically support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks Partner with Commercial Lending Product Management to provide vision, direction, and expertise to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or company-wide strategies. Desired Qualifications: Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management Completion of formal credit training program Established professional network within the city of Chicago and the surrounding metropolitan area Commercial banking account relationship management experience for clients with annual revenue of $100MM to $2B Demonstrated experience working collaboratively to deliver the organization to clients and prospects Demonstrated experience generating new client relationships, building and retaining long-term client relationships Experience developing and maintaining external and internal partnerships Experience identifying and mitigating risk, ensuring compliance with processes and procedures Excellent verbal, written, and interpersonal communication skills.
p>As a forward-thinking software provider, Computer Services, Inc. (CSI) helps community and regional financial institutions solve their customers' needs through open and flexible technologies. In this role, you'll build strong client relationships, advocate for customer success, identify opportunities for growth, and help clients maximize the value of CSI's products and services.
With offerings including uniforms, mats, mops, towels, restroom supplies, workplace water services, first aid and safety products, eye-wash stations, safety training, fire extinguishers, sprinkler systems and alarm service, Cintas helps customers get Ready for the Workday®. Cintas Corporation helps more than one million businesses of all types and sizes get Ready™ to open their doors with confidence every day by providing products and services that help keep their customers’ facilities and employees clean, safe, and looking their best.
With offerings including uniforms, mats, mops, towels, restroom supplies, workplace water services, first aid and safety products, eye-wash stations, safety training, fire extinguishers, sprinkler systems and alarm service, Cintas helps customers get Ready for the Workday. Cintas Corporation helps more than one million businesses of all types and sizes get Ready to open their doors with confidence every day by providing products and services that help keep their customers' facilities and employees clean, safe, and looking their best.
Chicago, Illinois30+ days ago
Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. You’ll partner with a deep bench of product specialists to help clients optimize their financial strategies—from capital and credit solutions to treasury, payments, and broader corporate banking capabilities—while advising senior leaders on topics like industry trends, liquidity, and capital structure.
Libertyville, IL30+ days ago
In 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.
In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. As a newly established function, the STRM serves as both a technology relationship lead and operational quarterback, bridging partners with internal technology, product, compliance, and delivery teams.
p>Please 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. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.
For You: Grow and recharge with tuition reimbursement, flexible time off for exempt employees or paid time off for nonexempt employees, up to 12 paid holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer events that make it easy to give back. TransUnion Overview: At TransUnion, we encourage and are committed to creating a real, positive impact and shared sense of purpose within our Workforce for Good, which empowers our people to grow, innovate and contribute to a better future for our communities and customers.
Lincolnshire, Illinois30+ days ago
li style="text-align:left">Ability to build trusted partnerships with business and technical stakeholders and drive aligned decision-making across cross-functional teams.
The Business Relationship Manager connects business priorities with enterprise technology capabilities to ensure initiatives are clearly defined, appropriately prioritized, and delivered in alignment with organizational objectives.
About your role: A successful Relationship Manager at Fiserv takes pride in leading and maintaining significant business relationships with a small portfolio of large clients. Develop comprehensive client Account Plans annually that incorporate input from multiple Fiserv business units and set concrete action plans.
GENERAL FUNCTION: Responsible for profitable business development as well as monitoring the quality of an extensive existing portfolio of companies with annual gross sales of at least $10 million with more emphasis on customers with higher revenues (i.e.at least $20 million). The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
p>The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. GENERAL FUNCTION:
Responsible for profitable business development as well as monitoring the quality of an extensive existing portfolio of companies with annual gross sales of at least $10 million with more emphasis on customers with higher revenues (i.e.at least $20 million).
Chicago, Illinois7 days ago
p style="text-align:inherit"/>The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
GENERAL FUNCTION:
Responsible for profitable business development as well as monitoring the quality of an extensive existing portfolio of companies with annual gross sales of at least $10 million with more emphasis on customers with higher revenues (i.e.at least $20 million).
li>Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
li>Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.