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Manager, Strategic Relationship Management
1 week ago
IQVIA Philadelphia, United States**On-site 2-3 days/week** · **Job Overview** · Provides support and assistance in the planning, execution and management of outsourcing for services associated with global clinical trials. The Manager minimizes regulatory, legal, and financial risks as it pertains to outsourcing ...
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Social Media Relationship Manager
3 weeks ago
Pond Lehocky Philadelphia, United StatesPond Lehocky Giordano is looking for a strategically minded **Social Media Relationship Manager** to join the team. · This is not a typical social media position - we already have a social media manager and an in-house videographer. Your primary responsibility will be to work wit ...
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Relationship Manager
3 weeks ago
Ascensus Philadelphia, United States Full timeNewport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. ...
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Relationship Manager, MBA Career Management
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InsideHigherEd Philadelphia, United States Administrative Jobs ,· Relationship Manager, MBA Career Management · University Overview · The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. This historic, Ivy League school consistently ranks among the to ...
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Relationship Sales Manager
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Restoration Cleanup Service Cherry Hill, United StatesJob Overview: · We are a water damage restoration company specializing in mold, fire, smoke, and water damage. We're looking for sales managers who can focus on a specific territory and build networking and relationships to generate leads. You get paid commission on top of your s ...
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Relationship Manager
1 week ago
Clark Capital Management Group Philadelphia, United States Full timeClark Capital is seeking a motivated individual with proven organizational and sales skills to support the external sales team in acquiring, developing, and maintaining relationships with successful financial advisors. Candidate should be a self-starter who is comfortable managin ...
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KeyBank Philadelphia, United States Full timeLocation: · 1301 Avenue of the Americas - New York, New York 10019 KeyBank is committed to growing their National Affordable Housing Platform through their Community Development Lending & Investment group ("CDLI"). CDLI's mission is to help clients and communities thrive. CDLI p ...
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Social Media Relationship Manager
2 weeks ago
Pond Lehocky Giordano, LLP Philadelphia, United StatesJob Posting - Social Media Relationship Manager · Pond Lehocky Giordano is looking for a strategically minded Social Media Relationship Manager to join the team. · This is not a typical social media position - we already have a social media manager and an in-house videographer. ...
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Relationship Manager Development Program
1 week ago
Bank of America Philadelphia, United StatesRelationship Manager Development Program - Global Commercial Banking - Philadelphia, PA · Philadelphia, Pennsylvania · Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible G ...
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Senior Commercial Relationship Manager
1 day ago
Wells Fargo Philadelphia, United StatesAbout this role: · Wells Fargo is seeking Senior Commercial Banking Relationship Managers to join our Emerging Middle Market team in the Pennsylvania/Delaware market. Learn about the career areas and other lines of business at . · In this role, you will: · Independently develop, ...
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Bank of America Philadelphia, United StatesBusiness Banking Relationship Manager/Senior Relationship Manager Blue Bell, PA · Blue Bell, Pennsylvania;Philadelphia, Pennsylvania · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every co ...
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Senior Small Business Relationship Manager
3 weeks ago
WSFS Bank Philadelphia, United StatesPosition type: Full-time · Location: Philadelphia, PA · Schedule: Monday - Friday · Hybrid/Onsite · Description: · The Senior Small Business Relationship Manager will be responsible for the sales life cycle, including lead sourcing, loan policies and structure, product knowled ...
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Relationship Manager I
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PNC Philadelphia, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our emp ...
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Client Relationship Manager
3 weeks ago
GemHarvest Executive Recruiting Cherry Hill, United StatesClient Relationship Manager · Boutique RIA · Cherry Hill, NJ · Established and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks a Relation Manager to support the Financial Advisory team in providing excellent Client Service and relationship touchpoints ...
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Manager, Supplier Relationships
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The School District Of Philadelphia Philadelphia, United States**Manager, Supplier Relationships** **-** **(** **)** · **Description** · **Title**:Manager, Supplier Relationships · **Department**:Procurement · **Reports To**:Executive Director of Procurement Services · The School District of Philadelphia is committed to becoming the fastest ...
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Cre Relationship Manager I
3 weeks ago
The Provident Bank of New Jersey Plymouth Meeting, United States**__** · Under general direction, this CRE position is responsible for origination, evaluation and structuring of complex loan requests and transactions. Additional responsibilities will include portfolio management for team portfolio assisting senior lenders with loan production ...
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Commercial Lending Relationship Manager
2 weeks ago
The Provident Bank of New Jersey Plymouth Meeting, United States**__** · Under general direction, this position is responsible for origination, evaluation and structuring of complex loan requests and transactions. Additional responsibilities will include portfolio management and cross-selling other Bank products and increasing the bank's visi ...
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Glenmede Trust Co Philadelphia, United StatesJob Description · Job DescriptionFounded in 1956 by the Pew family to manage their charitable assets, Glenmede is among the nation's leading investment and wealth management firms. The company oversees $44.2 billion of assets under management (as of 12/31/2023), for high-net-wort ...
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Gcm Relationship Manager Iii
2 weeks ago
M&T Bank Wilmington, United StatesOverview: · Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts that may have significant complexity and risk, including all administrative, operational and risk management activities for GCM transactions. Serves as main point o ...
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Business Banking Relationship Manager
6 days ago
Firstrust Bank Conshohocken, United States PermanentObjective: · Develop, expand and retain more complex business banking relationships. Within the Business Banking target market, this role is responsible for sales, relationship management, cross-sell, and credit Risk of the most profitable Business Banking clients. Ensure that as ...
Relationship Manager - Philadelphia, United States - Ascensus
Description
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.
**Section 1: Position Summary**
Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts, including qualified and non-qualified plans sponsored by Fortune 500 companies
**Section 2: Job Functions, Essential Duties and Responsibilities**
+ Nurtures long standing relationships with clients by delivering high quality and responsive service that exceeds their expectations
+ Leads efforts to onboard new accounts, gather relevant information and coordinate account opening process
+ Reviews agreements and prepare internal documentation to assure proper administration
+ Meets periodically with contacts, ensure timeliness of client deliverables, and field inquiries
+ Directs Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub accounting, and various reconciliation processes
+ Works closely with Senior Management, Trust Administrators, Operations, Financial Analysts and Attorneys to perform services
+ Presents annual account reviews at weekly committee meeting and actively participate in internal planning and coordination meetings
+ Facilitates participant communications related to employer stock funds and distributions
+ Promotes procedural prudence by complying with policies and procedures, retaining records and responding to audit inquiries
+ Identifies cross-selling opportunities to support business development within the
**Supervision**
+ N/A
**Section 3: Experience, Skills, Knowledge Requirements**
+ Bachelors degree from an accredited university or college
+ Minimum of five years of relevant professional experience
+ Strong MS Office skills to include Outlook, Excel, Word and PowerPoint
**PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE**
+ Trust system experience (e.g., SEIs Trust3000)
+ Certified Employee Benefits Specialist (CEBS) or other retirement industry certificates
**COMPETENCIES**
+ Client Service Oriented
+ Personable
+ Team Player
+ Proactive
+ Problem Solver
+ Resourceful
+ Independent
+ Integrity
+ Time Management
+ Detail Oriented
**TRAVEL**
+ Up to 5%
**_For all virtual remote positions,_** _in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider_ **_. Note: For call center roles specifically_** _, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying._
We are proud to be an Equal Opportunity Employer
_Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com_ _or @futureplan.com_ _email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website._