Client Worker Relationship Example Jobs in Usa

15,074 positions found — Page 8

Manager of Client Services and Community Outreach
Salary not disclosed
Owasso, OK 6 days ago

Position Summary:

The Manager of Client Services and Community Outreach at Entrusted Hearts Home Care leads efforts to ensure exceptional client care while driving growth through community engagement. This role oversees daily office operations, develops and maintains key referral relationships, executes marketing initiatives, and fosters client acquisition, satisfaction, and retention. The ideal candidate is self-motivated, relationship-focused, and passionate about making a meaningful impact in home care.

Entrusted Hearts Home Care, a division of Baptist Village Communities, is a growing private duty home care agency serving Owasso and the surrounding areas, committed to providing compassionate, high-quality care. We’re seeking someone who is passionate about connecting with the community, building strong relationships, and helping families access the care they need. If you thrive in a dynamic environment, love engaging with people, and want to make a meaningful impact every day, this is the role for you.

 

Key Responsibilities:

  • Manage efficiently while ensuring high-quality care and exceptional customer service.
  • Oversee daily operations of the office in alignment with the organization’s mission, vision, and core values.
  • Execute the Home and Community-Based Services (HCBS) strategic marketing plan to achieve growth goals and objectives.
  • Position Entrusted Hearts Home Care (EH) as a leader in HCBS within its service area; expanding service opportunities as a result of increasing brand awareness, extending outreach, and generating referrals.
  • Focus on client acquisition, satisfaction, and retention.
  • Engage with the local community by participating in events and collaborating with organizations and professionals that serve our target audience through community marketing efforts.
  • Develop trusted relationships with church and not-for-profit senior living community leaders.
  • Cultivate partnerships/relationships with key referral sources with a minimum of 20 in-person visits per month.
  • Maintain a detailed marketing and activity log.
  • Establish and follow an inquiry process that ensures timely responses, confidence in the organization, and a high inquiry conversion rate.
  • Review inquiries to determine next steps and action items.
  • Conduct case conferences to ensure client needs are being met.
  • Participate in quarterly reviews with the EH Director to evaluate progress toward performance metrics.
  • Perform other tasks as assigned by the EH Director.

 

Qualifications

  • Must be self-motivated and able to work independently
  • Must possess strong interpersonal skills, the capability of relating to various people and personalities, and must maintain a professional appearance.
  • Must demonstrate the ability to hire, direct, and manage personnel.
  • Must possess strong organizational and time-management skills.
  • Must have a valid Driver's License.
  • Must pass a background screening.

 

Working Requirements

  • Must possess sight/hearing senses or use prosthetics that will enable these senses to function adequately to meet the position requirements.
  • Must be able to bend, stretch, reach, lift, or move up to 25 pounds at a time, turn, and walk. Occasionally lift/move up to 50 pounds.

 

Benefits

  • 403B Retirement savings plan
  • Dental insurance
  • Employee assistance program
  • Health insurance
  • Life insurance
  • Paid sick time
  • Paid personal time off
  • Referral bonus program
  • Tuition reimbursement
  • Vision insurance


Interested applicants can apply on our website at

Not Specified
Account Manager (Client Manager) - Security
✦ New
Salary not disclosed
Houston, Texas 1 day ago
Job Description

Job Description

The Account Manager is accountable for day-to-day operations of an assigned account, including hiring, training, disciplining and terminating staff. Build, improve and maintain relationships with clients and employees: develop & retain staff; coordinate needed support services and solve problems to effectively run the account. Meet or exceed financial & operational goals; provide quality customer service. Maintains or oversees maintenance of weekly operating schedules and completion of payroll for assigned security personnel. Provides after-hour emergency response as required.
Essential Functions

* Supervise the day to day security operations of an assigned client site
* Manage a team of security officers, site and/or shift supervisors including hiring/selection, scheduling, payroll, training, coaching, development and support
* Ensure the client site is provided with high quality security services to protect people and property
* Build, improve and maintain effective relationships with both client and employees
* Coordinate necessary support services to effectively manage client site to meet or exceed financial and operational goals and provide quality customer service

Additional Responsibilities

* Ensure all required reporting and contract compliance requirements are met.
* Assure regular communication of issues or program with Client
* Handle any escalated security issues or emergency situations appropriately.
* Other management responsibilities as determined by Client or District Manager.
* Communicate staffing needs via Requisition Form; assist recruiters in identifying, interviewing and hiring quality candidates.
* Develop staff in both technical and professional skills through performance management (coaching, counseling, disciplining, annual formal performance evaluations, recognition, etc.)
* Assure that employee grievances are heard and resolved (with help from appropriate support employees, as required) and that personnel records are updated and accurate (Change of Status forms, rosters, etc.)
* Assure communication of policies, company announcements and job openings
* Meet all contractual scheduled hours with a minimum of unbilled overtime.
* Coordinate and/or conduct site-specific OJT, client-specific training, and annual refresher training for security personnel, as well as meet Med Security corporate training standards.
* Develop / maintain operational procedures so that a valid, site-specific OPM and post orders are always available for emergency reference by the security staff.
* Manage uniforms, equipment, supplies and vehicles utilized at the account(s), maintaining appropriate inventories and maintenance checklists.
* Take a proactive role in communicating with the client and meeting his needs; meet with regularly, listen to issues, provide security and technical expertise and solutions. Ensure complete customer satisfaction.
* Capably utilize WINTEAM for scheduling and billing, and to produce reports (such as Scheduling Activity, Training Summary and Training Detail reports) that require interpretation and action for effective business management.
* Enforce Med Security policies as outlined in the handbooks, executive memos and on the portal.

Qualifications

* Four-year degree in Criminal Justice, Business Administration or related field
* Previous Contract Security, facilities management, military or law enforcement experience
* At least 2 years of business management/operations/supervisory experience (depending on size/scope of client).
* Ability to develop and grow customer relationships.
* Experience in hiring, developing, motivating and retaining quality staff.
* Outstanding interpersonal and communications skills required.
* Ability to work in a team-oriented management environment with the ability to work independently.
* Ability to manage multiple priorities, complex situations, a diverse team of employees and client requirements on an ongoing basis.
* Previous payroll, billing and scheduling experience preferred.
* Ability to work in a team-oriented management environment while having an entrepreneurial attitude.
* Key Competencies: Staff Management, Financial Management, Integrity, Problem Solving, Conflict Management, Time Management, Customer Focus, Timely Decision Making, Motivating and Directing Others, Drive for Results.
* Ability to operate WINTEAM

Company Description
Med Security, Inc. prides itself in providing uncompromised integrity, superior performance and proactive solutions. Security has been our core competence since our inception. We are committed to honesty, complete transparency and achieving proactive solutions based on our client's needs. We strive to be a leader and trusted partner in the security industry by instilling in our personnel the value of performing all duties with the utmost integrity. We will provide unparalleled value to our clients with a focus on supporting their mission and achieving security goals.

Company Description

Med Security, Inc. prides itself in providing uncompromised integrity, superior performance and proactive solutions. Security has been our core competence since our inception. We are committed to honesty, complete transparency and achieving proactive solutions based on our client's needs. We strive to be a leader and trusted partner in the security industry by instilling in our personnel the value of performing all duties with the utmost integrity. We will provide unparalleled value to our clients with a focus on supporting their mission and achieving security goals.
Not Specified
Client Manager (Insurance)
✦ New
Salary not disclosed
Madison, WI 3 hours ago

Understory is seeking a motivated Client Manager to join our Madison, WI team. In this pivotal role, you will assist our Customer Success, Sales, and Underwriting team as we rapidly attain new accounts, strengthen senior-level relationships, and drive revenue through renewals.


As a Client Manager at Understory, you'll be critical in supporting our efforts to expand our relationships with distinguished clientele. Your role will go beyond traditional client service functions because customer success at Understory is about being the voice of our clients and brokerage partners within our organization.


You're exactly the professional we're looking for if you:


  • Thrive in a supportive but independent workplace with the opportunity to grow as our organization grows
  • Have experience in insurance and working with brokers and insureds, and want to leverage your skills to build your career
  • Are willing to work a Hybrid schedule (2-3 days per week in office) at our Madison, WI headquarters
  • Have a P&C license
  • Have a track record of delivering accurate, on-time projects or document-related deliverables
  • Exhibit exceptional communication skills, both written and verbal, along with a detail-oriented approach that ensures every client interaction is handled with precision
  • Demonstrate flexibility and adaptability in dynamic, ever-changing environments and show readiness to pivot as client needs and priorities shift
  • Are proactive, solution-oriented, and adept at managing multiple priorities without becoming overwhelmed—drawing on strong organizational and time-management skills to maintain momentum and meet deadlines
  • Are exceptional at maintaining clear, consistent documentation across all customer touchpoints


Your main role responsibilities will include:

  • Leveraging a detail-oriented approach to ensure accurate, timely client document and resource development
  • Cultivating and maintaining strong relationships with our Clients
  • Collaborating seamlessly with the sales and underwriting teams to deliver superior service
  • Providing regular updates and feedback to internal teams to drive product and service enhancements
  • Coordinating and ensuring complete resolution documentation of client concerns with urgency, maintaining a solutions-focused mindset that emphasizes both efficiency and customer care
  • Supporting our client and broker partner review meetings by sourcing, analyzing, calculating, collating, and updating performance metrics


Compensation includes:

  • Base salary and annual bonus commensurate with experience
  • Full-time benefits include:
  • 100% of you and your eligible dependents medical, dental, and vision insurance premium
  • 100% of your premium for a $25,000 life coverage policy
  • Group Term Life, AD&D, Short Term Disability (STD), and Long-Term Disability (LTD) coverage
  • Unlimited PTO


Step into a pivotal role at Understory as a Client Manager Manager and champion a client-first culture. We're eager to welcome you to our team and enhance our client journey together!


About Understory


Understory is a leading provider of insurance solutions built for the era of climate change. The company's global network of Dot weather stations powers the world's most sophisticated weather risk model. By combining mutualized, optimized risk structures with precision weather technology and modeling, Understory develops affordable, stable property insurance solutions.


Traditional insurance is no longer fit for purpose. Natural catastrophes driven by the volatility of climate change are increasing rates and restricting coverage. Insurance and reinsurance companies are pulling out and leaving 76% of global assets unprotected. Transformation is inevitable, and it's coming to the global insurance market. Understory cracked the code, and our approach is the only way to close this gap.


Comprising a compact yet fiercely dedicated & passionate remote team, Understory is a mission-centric, results-driven start-up that thrives on relentless adaptability and resilience. We cherish accountability and push the limits at breakneck speeds, always backed by the unwavering support of our colleagues. To sustain our drive, we place significant emphasis on work-life harmony, nurturing our families, and fostering our communities.


Understory, headquartered in Madison, Wisconsin, is poised to rewrite the story of insurance. To embark on this exciting journey with us, visit

Not Specified
Client Partner - Auto
✦ New
🏢 HCLTech
Salary not disclosed

Job Description – Client Partner (Automotive Industry)

Role Type: Full‑time


Overview

The Client Partner will own and grow the strategic relationship with a marquee Automotive client. This role combines P&L ownership, consultative account management, executive stakeholder engagement, and digital transformation leadership. You will be responsible for driving revenue growth, expanding service lines, and positioning the firm as a trusted long‑term partner across IT, engineering, and business transformation initiatives.


Key Responsibilities

1. Account Ownership & Strategy

  • Serve as the strategic business leader for the Automotive account, owning the overall relationship and account vision.
  • Develop and execute a multi‑year account growth strategy across digital engineering, cloud, data/AI, applications, infrastructure, and industry solutions.
  • Lead account planning, quarterly business reviews (QBRs), and executive alignment.

2. Revenue, Growth & P&L Management

  • Own the P&L, revenue, margins, and growth targets for the account.
  • Drive new business opportunities through proactive solutioning, pursuit leadership, and cross‑selling service lines.
  • Ensure financial health through disciplined forecasting, pipeline management, and delivery governance.

3. Client Relationship Management

  • Build and maintain key relationships across IT, engineering, supply chain, connected vehicles, manufacturing, and digital domains.
  • Act as the primary escalation point and champion the client’s goals internally.
  • Strengthen customer satisfaction and long‑term engagement through value delivery.

4. Delivery Oversight & Quality Assurance

  • Partner with delivery leaders to ensure flawless execution, on‑time delivery, and measurable business outcomes.
  • Ensure programs meet compliance, quality, KPIs, and transformation goals.
  • Govern large programs across application modernization, cloud, data/analytics, and engineering services.

5. Domain & Industry Expertise

  • Bring strong knowledge of the Automotive industry, including connected vehicles, manufacturing modernization, supply chain, and digital retail.
  • Advise clients on emerging trends, competitive landscapes, and opportunities for innovation.

6. Internal Leadership

  • Lead large cross-functional teams across consulting, delivery, sales, and solutions.
  • Mentor account teams and partner with global capability units to bring best-in-class solutions.
  • Drive compliance, risk management, contract adherence, and governance frameworks.


Required Skills & Experience

  • 18–20+ years of experience in IT consulting or technology services.
  • Proven success as a Client Partner / Account Director / Engagement Leader managing large accounts.
  • Strong Automotive client experience — OEM, Tier‑1, or mobility ecosystem.
  • Demonstrated capability in P&L management, account expansion, and large deal shaping.
  • Ability to engage confidently with C-suite leaders and influence decision-making.
  • Strong understanding of digital transformation, cloud, data/AI, modernization, engineering services, and managed services models.
  • Excellent communication, negotiation, storytelling, and leadership skills.


Preferred Qualifications

  • MBA or equivalent business/technology degree.
  • Experience scaling accounts in large global IT firms
  • Background in Automotive domain transformation programs.


We are HCLTech, one of the fastest-growing large tech companies in the world and home to more than 223,000 people across 60 countries, supercharging progress through industry-leading capabilities centered around Digital, Engineering, Cloud and AI.

The driving force behind that work, our people, are diverse, creative, and passionate, raising the bar for excellence on a regular basis. We, in turn, work hard to bring out the best in them as we strive to help them find their spark and become the best version of themselves that they can be.

Not Specified
Client Relations Specialist
✦ New
🏢 Tremco
Salary not disclosed
Beachwood, OH 4 hours ago
Client Relations Specialist

The Client Relations Specialist serves as the liaison with the company's customers, developing relationships, providing guidance and advice, and providing a higher level of customer support on a specific product or service.

Duties and responsibilities include:

  • Ensuring both the company and clients adhere to contract/specs
  • Day-to-day communication with customers/clients, answering questions, managing conflicts and collecting feedback and escalating as appropriate
  • Maintaining up-to-date knowledge of company products and services
  • Effectively providing client support and communication
  • Facilitating inter-departmental communication to provide effective client support
  • Building, maintaining, and strengthening relationships between the company, reps and clients by providing optimal service
  • Assisting sales team with identifying opportunities to up-sell/cross-sell services and products
  • Identifying internal procedures that adversely affect customer satisfaction and working with internal areas to build consensus and accomplish improvements
  • Liaise between customers, contractors, sales reps and appropriate personnel
  • Interacting with customers including contractors to provide support and information on an assigned product or service
  • Ensuring that appropriate actions are taken to resolve customers, contractor or sales representative problems and concerns
  • Using knowledge of a specific product, service, or other assigned area of expertise to answer inquiries or to forward to the appropriate staff
  • Using knowledge of a specific product, service, or other assigned area of expertise to validate customers orders and correct as necessary for proper delivery
  • Being familiar with other product and services to support staff of Client Relation Specialists
  • Collaborating with customer service personnel, product management department, service departments and/or sales representatives to streamline information and orders
  • Performing other related duties as assigned
  • Collaborating with regional sales resources to improve their customer service experience
  • Escalating issues or situations as appropriate
  • Understanding contractor, sales representative and customer perspectives to improve their order experience
  • Building relationships directly with contractors, sales representatives, customers and internal staff

Experience and education required:

  • 1 to 2 years experience and/or training in this type of work
  • High School Diploma or GED
  • Strong verbal and excellent written communication skills; strong attention to detail
  • Excellent time management skills
  • Excellent customer service skills
  • Ability to develop working relationships at multiple levels of the organization
  • Collaborative team player with the ability to build consensus
  • Proficient with Microsoft Office Suite and SAP
  • Ability to handle change and ambiguity
  • Effective in a fast paced environment
  • Ability to be self-directed and motivated
  • Ability to work at a focused and continuous pace

The salary range for applicants in this position generally ranges between $56,000 and $66,000. This range is an estimate, based on potential employee qualifications, operations, needs, and other considerations permitted by law.

Tremco offers a variety of benefits to its employees, including not limited to: health insurance, paid holidays, paid time off, 401(k) with company match, Company Pension Plan, Performance Based Commission, and continuing education.

Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status or disability.

Not Specified
Workers Compensation Attorney | Atlanta, GA
Salary not disclosed
Atlanta, GA 3 days ago

A leading plaintiff-side firm with a strong footprint throughout Florida and Georgia is seeking a Workers’ Compensation Attorney to join its established team. The firm is known for its commitment to client advocacy and consistent results, supported by a steady case pipeline and well-developed operational infrastructure.


This opportunity offers the ability to step into an active caseload, handle meaningful matters from start to finish, and grow within a stable, collaborative platform that values both autonomy and long-term development.


Responsibilities

• Handle workers’ compensation claims from intake through hearings and resolution

• Litigate disputed claims before the appropriate boards or judges

• Conduct depositions and negotiate settlements

• Advise clients throughout the claims and benefits process

• Manage caseload independently with administrative support


Qualifications

• 3+ years of workers’ compensation experience preferred

• Experience handling hearings and negotiating settlements

• Strong written and oral advocacy skills

• Ability to manage cases autonomously

• Licensed and in good standing in GA


Benefits of the Firm

• Established regional platform with consistent case volume

• Strong internal support systems and case management infrastructure

• Meaningful client interaction and autonomy

• Collaborative team environment

• Long-term stability within a growing plaintiff-side organization

• Competitive compensation and advancement opportunity


If interested, please don’t hesitate to apply or reach out directly to

Not Specified
US Client Relationship Director - Hotels
🏢 Buzz
Salary not disclosed
Los Angeles, CA 2 days ago

WHO IS BUZZ?


Buzz is a global design company that creates signature moments for travel. For two decades, we’ve partnered with world-leading airlines, hotels, cruise and rail brands to reimagine travel with innovative product experiences. Our creations become iconic collaborations and keepsakes that span luxury amenity, skincare, textiles and sleepwear, tabletop and service ware, tech, audio and children’s products. By bringing extraordinary brands together, we create carefully considered partnerships that become meaningful collaborations for all.



WHAT IS THE ROLE


This exciting role sits within the Buzz Client Service Team, reporting to the Director, Client Service Hotels and will be responsible for retaining and growing a small number of high-level client relationships within major Hotel chains. Your role is to liaise with clients and internal production and logistics to ensure all product is delivered to time and within budget. You will also manage a number of product refreshes during the lifecycle of the Hotel contract, as well you will look for opportunity for revenue growth within accounts.



WHAT ARE WE LOOKING FOR?


A seasoned account director who takes ownership of their client portfolio, managing strategic client relationships and generating new opportunities within these accounts.


The successful candidate will have:


· Previous experience managing high-value accounts and preferably experience in the product development process, either through selling into hotels or wholesale retail

· Proven ability to deliver growth in revenue and repeat business by successfully managing existing client relationships.

· Highly tuned analytical skills with the ability to apply this to the development of sales strategies and plans.

· Demonstrated experience in effectively managing cross-functional teams to deliver on deadlines and outcomes for your clients.

· Sound knowledge of CRM's and project management tools such as Smartsheet and Salesforce, with int-adv. MS Office skills.

· An understanding of, and network within, Hotels would be considered advantageous - either developed through selling into this industry for several years or having worked within the industry directly.

· An interest in luxury brands and a passion for travel.


BUZZ CULTURE


At Buzz, we pride ourselves on doing things in ways that inspire discovery. Our fast-paced, vibrant culture can be experienced the moment you step foot into our office and realise you are in our Buzz Café, with breakfast and lunch provided daily, snacks, drinks and endless coffee for everyone’s enjoyment. Our employees are creative and passionate beings. They push boundaries, thrive out of comfort zones, love a challenge and tackle them head on. Our collaborative teams deliver amazing results by trusting in one another’s expertise. The way we innovate and add a Buzz twist to everything we do is what we hope will inspire you.


We have generous employee benefits too, from rewards to paid parental and birthday leave. We might be biased, but we think Buzz is leading the way as a great employer. Our culture is truly values-driven, which is what we believe makes Buzz a uniquely wild and welcoming place to work.


If the above sounds like you, we would love to hear from you! So please apply NOW!!


We would love to be able to contact everyone personally, however, this is not possible. If you have not heard from us within 4 weeks of submitting your application, we thank you for your interest in joining the Buzz team but on this occasion, your application was not shortlisted.

Industry

Not Specified
Social Worker
✦ New
Salary not disclosed
Eloy, AZ 3 hours ago

Pride Health is seeking qualified candidates for a Social Worker (LCSW) to support one of our client’s healthcare systems in Eloy, Arizona. This is a contract assignment with a strong potential for extension and an excellent opportunity to work with a leading healthcare organization.


Position Details:

  • Job Title: Mental Health Coordinator (Behavioral Health)
  • Location: Eloy, Arizona
  • Schedule: 40 hours per week
  • Shift: 5x8 Days (8-hour shifts)
  • Contract Length: 13 Weeks

Compensation:

  • Travel Pay Range: $2,200 – $2,286 per week (DOE)


Job Summary:

The Mental Health Coordinator will provide non-medical clinical mental health services within a correctional facility. This role involves conducting assessments, developing treatment plans, and delivering ongoing mental health support while ensuring compliance with all facility standards and maintaining strict confidentiality.


Key Responsibilities:

  • Conduct mental health screenings, assessments, and clinical interviews
  • Develop, implement, and modify individualized treatment plans
  • Provide counseling, crisis intervention, and ongoing mental health support
  • Monitor patient progress and adjust care plans as needed
  • Maintain accurate and timely clinical documentation
  • Ensure compliance with facility policies and confidentiality standards


Experience Requirements:

  • Minimum of 5 years of clinical experience – Required
  • At least 2 years in a similar role – Required
  • Experience in correctional healthcare – Preferred


Education:

  • Master’s Degree in one of the following – Required:
  • Social Work
  • Psychology
  • Mental Health Counseling
  • Related clinical field


Certifications & Licensure:

  • Active LPC / LCSW / LMFT license in the practicing state – Required
  • Valid Driver’s License – Preferred
  • Must be at least 18 years old


Skills:

  • Strong clinical assessment and counseling abilities
  • Ability to manage crisis situations effectively
  • Excellent documentation and communication skills


About Pride Health

Pride Health, a minority-owned organization, specializes in delivering tailored staffing solutions by leveraging diverse expertise in recruiting and account management. We are committed to building long-term relationships with healthcare professionals through transparency, trust, and personalized support.


Equal Employment Opportunity Statement

Pride Global and its affiliates—including Pride Health, Russell Tobin, and Pride Now—are equal opportunity employers. All qualified applicants will receive consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or any other protected characteristic.


Benefits

Eligible employees may receive comprehensive benefits including:

  • Medical, dental, and vision insurance
  • Supplemental coverage (accident, critical illness, hospital indemnity)
  • 401(k) retirement plan
  • Life and disability insurance
  • Employee assistance program
  • Legal support, and discounts on auto, home, and pet insurance


#GlobalDeliveryTravel

Not Specified
French Institutional Sales Relationship Manager
$10,000
The Opportunity:

As a French-speaking Institutional Sales Relationship Manager, you will be an important asset to Fisher Investments Europe's Institutional sales efforts. Your efforts will include providing strategic coverage of institutional prospective clients up to a specific size within a specific territory (e.g. institutional investors, including corporate and public pension plans, endowments, foundations, hospital organisations, nuclear decommissioning trusts, financial institutions, defined contribution service providers, and multi-employer plans). Reporting to our Head of Institutional Sales, you will partner with our Senior Sales Relationship Manager to build relationships with plan decision makers and consultants, meet face-to-face, and present to Institutional prospective clients. Your efforts will give Fisher the opportunity to close business with some of the world's largest pensions, foundations, endowments, and corporations.

The Day-to-Day:

* Communicate with external partners and institutional team members to efficiently coordinate with Sales Relationship Managers and deploy the firm's business development resources and orchestrate the institutional sales process within an assigned territory
* Ensure accurate, regularly updated information about prospect personnel, decision-making processes, and search activity is recorded in the firm's proprietary systems
* Cold call, establish relationships, and conduct formal presentations to articulately convey the firm's investment philosophy and strategies to prospects and their investment consultants
* Lead market expansion efforts within our EU territories, providing prospects with an introduction to FII and ensuring regulatory adherence

Your Qualifications:

* At least 2 years of experience, and demonstrated track record of success, selling investment management to institutions or high net worth individuals
* Fluency in French and English
* Ability to set, monitor, and accomplish goals
* Experience addressing complex challenges managing a broad opportunity set
* Willingness to travel approximately 30% or more of the time
* Solid investment knowledge; ideally previous institutional investment experience
* Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio
* Ability to read, analyse, and interpret general business periodicals, professional journals

Why Fisher Investments Europe:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.

It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

* 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
* 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
* Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
* $10,000* fertility, hormonal health and family-forming benefit
* A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
* Gym subsidy of up to £50 per month
* Employee Assistance Program and other emotional wellbeing services
* A collaborative working environment that practises ongoing training, educational support and employee appreciation events

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Not Specified
German Institutional Sales Relationship Manager
🏢 Fisher Investments
$10,000
Amity, Pennsylvania 5 days ago
The Opportunity:

As a German-speaking Institutional Sales Relationship Manager, you will be an important asset to Fisher Investments Europe's Institutional sales efforts. Your efforts will include providing strategic coverage of institutional prospective clients up to a specific size within a specific territory (e.g. institutional investors, including corporate and public pension plans, endowments, foundations, hospital organisations, nuclear decommissioning trusts, financial institutions, defined contribution service providers, and multi-employer plans). Reporting to our Head of Institutional Sales, you will partner with our Senior Sales Relationship Manager to build relationships with plan decision makers and consultants, meet face-to-face, and present to Institutional prospective clients. Your efforts will give Fisher the opportunity to close business with some of the world's largest pensions, foundations, endowments, and corporations.

The Day-to-Day:

* Communicate with external partners and institutional team members to efficiently coordinate with Sales Relationship Managers and deploy the firm's business development resources and orchestrate the institutional sales process within an assigned territory
* Ensure accurate, regularly updated information about prospect personnel, decision-making processes, and search activity is recorded in the firm's proprietary systems
* Cold call, establish relationships, and conduct formal presentations to articulately convey the firm's investment philosophy and strategies to prospects and their investment consultants
* Lead market expansion efforts within our EU territories, providing prospects with an introduction to FII and ensuring regulatory adherence

Your Qualifications:

* At least 2 years of experience, and demonstrated track record of success, selling investment management to institutions or high net worth individuals
* Fluency in German and English
* Ability to set, monitor, and accomplish goals
* Experience addressing complex challenges managing a broad opportunity set
* Willingness to travel approximately 30% or more of the time
* Solid investment knowledge; ideally previous institutional investment experience
* Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio
* Ability to read, analyse, and interpret general business periodicals, professional journals

Why Fisher Investments Europe:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.

It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

* 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
* 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
* Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
* $10,000* fertility, hormonal health and family-forming benefit
* A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
* Gym subsidy of up to £50 per month
* Employee Assistance Program and other emotional wellbeing services
* A collaborative working environment that practises ongoing training, educational support and employee appreciation events

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Not Specified
jobs by JobLookup
✓ All jobs loaded