Intermediary Jobs in Usa

Summary

As an Advisor Relationship Manager, you will work largely independently and will serve as a point of contact within the Asset Management Client Services Team for the Intermediary Distribution Group (IDG). You will work in tandem with the appropriate internal and external Advisor Consultant Teams and be responsible for high-level financial advisor communications, relationship building, and monitoring across all product lines. You will report to the Director of Asset Management Services.

Responsibilities

• Responsible for providing superior service to our third-party advisors as well as and to end clients when appropriate
• Develop a strong understanding of all service offerings and investment products available to third-party advisors
• Initiate new account documents, cancellations, investment objective changes, and other client directives, ensuring all necessary criteria are gathered for the completion of the activity at every stage and across functional areas
• Coordinate with internal business units and service providers to ensure third-party advisor and client requests are fulfilled timely and accurately
• Provide critical review of incoming correspondence (i.e., trading directives and actionable items)
• Research and resolve problems or issues
• Facilitate information exchange between internal departments and external parties regarding changes/updates
• Promote collaborative, comprehensive, and coordinated client communication across all product lines to ensure positive client experience
• Assist in the training of new team members on practices and procedures
• Act as a backup for team coverage
• Additional initiatives and projects as assigned

Qualifications

• Bachelor’s degree with an emphasis in finance, business, economics, or pre-law preferred
• Minimum 3 years financial services industry experience
• Working knowledge of broker dealer and RIA operations preferred
• Excellent written and verbal communication skills
• Ability to work in a fast-paced customer service environment with high attention to detail

Perks

• Health, dental & vision insurance
• Employer HSA contribution
• Opt out credit
• 401k employer match
• Paid volunteer days
• Gym reimbursement

Compensation: $63-68k expected base salary

Immediate need for talented Registered Nurses (RN) - 5N Med Surg Oncology. This is a Full Time & Part Time opportunity with long-term potential and is located in Grovetown, Georgia(Onsite). Please review the job description below and contact me ASAP if you are interested.

Job Diva ID: 26-07664

Pay Range: $33 - $58/hour.

Key Responsibilities:

• Patient Care and Care Coordination: Monitor, examine, and evaluate patients' conditions, with a focus on oncology and medical-surgical needs.
• Assist with the care plan and take appropriate actions to promote patients' short/long-term outcomes and wellbeing.
• Deliver care plan as outlined, applying independent judgment where appropriate.
• Collaborate with and communicate patient care plans with other staff, as appropriate.
• Care Delivery: Prioritize and coordinate optimum daily patient flow and patient experience on the oncology unit.
• Deliver safe and effective care according to policies and procedures, including chemotherapy administration and symptom management.
• Maintain appropriate documentation of patient assessment, changes in condition, care delivered, education provided, and any incidents or exceptions related to standards of care or compliance with hospital policy.
• Patient Advocacy and Satisfaction: Listen to concerns, probe in-depth to understand the needs and concerns, and respond to patient needs in an appropriately timed manner.
• Serve as an educational resource for patients and families on oncology-related health issues, treatment plans, and side effect management.
• Embrace the concept of patient- and family-centered care to maintain patient, family, staff, and physician satisfaction.
• Performance Improvement: Seek opportunities to improve the work environment and processes.
• Contribute ideas to help identify solutions and support change implementation aligned with achieving better patient quality outcomes, patient satisfaction, staff satisfaction, and organizational financial performance.
• Professional Leadership: Foster the growth and development of other nurses through mentorship and preceptorship.
• Contribute to a positive and supportive work environment.
• Adhere to all confidentiality, safety, and professional standards.
• Act with professionalism, embrace shared governance principles, and demonstrate integrity.
• Hold self and others accountable for practice by participating in the peer feedback process.
• Positively promote the nursing profession.
• Other duties as assigned. Complies with all client policies, standards of work, and code of conduct.
• Comprehensive Benefits Package
• Health, Dental & Vision Insurance
• 403(b) Retirement Plan with Employer Match
• Paid Time Off (PTO) & Holiday Pay (Pro-rated for Part Time)
• Significant Sign-On Bonus & Relocation Assistance offered for qualified candidates (for Full Time roles).
• Shifts Available: Day Shift and Night Shift
• Schedules Available: Full Time and Part Time (Permanent)

Key Requirements and Technology Experience:

• Required: Associate's Degree in Nursing (ADN).
• Preferred: Bachelor of Science in Nursing (BSN) or Master's Degree in Nursing.
• Licensure/Certification:
• Required upon hire:
• Current RN License in the State of Georgia or Multi-State Compact (RN-COMPACT).
• Basic Life Support (BLS) certification.
• Experience:
• Required: Minimum of 1 year of nursing experience in an acute care setting. Med/Surg or Oncology experience is highly preferred.
• Strong clinical assessment and critical thinking skills.
• Excellent communication and interpersonal abilities to serve as an intermediary between patients, families, providers, and care team members during challenging times.
• Proficiency in prioritization, coordination, and time management.
• Compassion and empathy for patients undergoing cancer treatment.
• Commitment to patient advocacy, satisfaction, and maintaining confidentiality and professional standards.
• Ability to participate in performance improvement initiatives and support Shared Governance.

Our client is a leading organization in the Healthcare Industry, and we are currently interviewing to fill this and other similar Permanent positions. If you are interested in this position, please apply online for immediate consideration.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

By applying to our jobs, you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.

Immediate need for a talented Specialist 4 - Medical Writing/Medical Writer, Medical Information, Payer and Health Systems. This is a 06 Months Contract opportunity with long-term potential and is located in Titusville, NJ(Onsite). Please review the job description below and contact me ASAP if you are interested.

Job Diva ID: 26-06073

Pay Range: $50 - $69/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities:

• Payer Scientific Content and Materials – 70%
• Supports the development and timely dissemination of tailored, evidence-based scientific materials for assigned therapeutic area products.
• Member of the multi-disciplinary team tasked with reviewing and approving of Payer regulated content prior to it being used
• Supports the development of AMCP standard and pre-approval dossiers, Medicaid formulary requests, and custom requests working collaboratively with Medical Affairs and Real-World Value & Evidence (RW V&E) therapeutic area leads.
• Engages in shaping and development of the Payer Digital Assets in collaboration with Med Info CSI/
• Digital partners.
• Works closely with RW V&E Field, Medical Affairs Therapeutic Area team(s) and Medical Information Scientific Engagement Contact Center to guide creation and delivery of responses to unsolicited Medical Information Requests from Payers and Health Systems
• Supports the development and dissemination of scientific information in support of assigned products to Clinical Decision Resource Organizations (CDRO) in partnership with Medical Information Affairs, RW V&E, SCG, Therapeutic Teams
• Support interactions with drug compendia and collaborates with AD, Med Info PHS and business partners to evaluate strategies for compendia interactions.
• Ensures optimized delivery of high-quality and efficient Payer scientific content and materials by vendors, provides real-time feedback and first line scientific review of materials as needed. Voice of Customer and Metrics – 20%
• Leverage voice of customer and other sources of customer information and identify actionable items to enhance the development of Payer and Health Systems materials.
• Projects and Research – 10%
• Participates in ad-hoc projects and activities as assigned by management.
• Conducts benchmark and research on the landscape of Payer, Healthcare Intermediaries, and health systems

Key Requirements and Technology Experience:

• Key skills: Payer Scientific Content and Materials
• Voice of Customer and Metrics
• Works closely with RW V&E Field, Medical Affairs Therapeutic Area team(s) and Medical Information Scientific Engagement Contact Center
• Excellence in leadership skills, collaboration in a matrix environment, influencing, ability to work both individually and as a team contributor
• Excellence in communication (both written and presentation), pharmaceutical industry experience
• Expertise in the healthcare industry, clinical knowledge, or practice across multiple therapeutic areas

Our client is a leading Pharmaceutical industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

By applying to our jobs, you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.

PURPOSE OF POSITION:

Provides strategic leadership and oversight of system-wide general accounting functions related to revenue, reimbursement, and internal and external financial reporting across all Cape Cod Healthcare (CCHC) hospitals and entities. Oversees reimbursement, regulatory reporting, revenue, and accounts receivable management activities to ensure financial integrity, regulatory compliance, and alignment with organizational strategic objectives.

PRIMARY DUTIES AND RESPONSIBILITIES:

1. Provide executive leadership and strategic oversight of CCHC’s revenue, reimbursement, accounting, and financial reporting functions in partnership with the CFO and Controller
2. Direct and oversee revenue and reimbursement accounting and reporting in accordance with GAAP, including third-party reimbursement, and ensure the timely delivery of accurate internal and external financial and operating reports
3. Ensure the integrity, consistency, and governance of financial data across all assigned entities, including the Hospitals, HCI, and consolidated operations
4. Establish and promote effective collaboration and communication across Finance, Operations, Business Intelligence, IT, and external stakeholders
5. Provide leadership over staffing strategy, including hiring, development, performance management, and succession planning for revenue and reimbursement functions
6. Establish, evaluate, and continuously improve departmental policies, procedures, and internal controls to support operational excellence and compliance
7. Provide executive oversight of all internal and external financial and reimbursement reporting, including Medicare and other cost reports, CHIA filings, and required governmental submissions
8. Maintain competency in reimbursement by keeping knowledge of current developments at state and federal level through continuing education and interpret and estimate projected financial impact of changes in regulations on net patient service revenue
9. Leads external audits, intermediary reviews, and regulatory examinations related to revenue and reimbursement
10. Directs and owns net patient service revenue methodology, reserve estimation frameworks, and revenue recognition practices
11. Coordinate with appropriate finance and organizational departments to prepare net revenue budget for all CCHC entities
12. Partner with executive leadership to assess reimbursement risk, regulatory changes, and strategic financial impacts
13. Lead cross-functional coordination and preparation of net revenue budgeting, forecasting, and long-range financial planning
14. Provide strategic guidance on pricing, reimbursement optimization, service line profitability, and financial feasibility analyses
15. Evaluates the need and benefit of outsourcing activities, determining if resources can be leveraged from within the organization, or recommends continuation of vendors’ services
16. Monitor and assess vendor performance over timelines as it impacts the organization, understanding the existing and future needs of CCHC Revenue Cycle respective areas
17. Analyzes, consolidates, and interprets various billing software accounts receivable and financial data for Cape Cod Healthcare entities
18. Reconciles various receivables, reserves, and revenue accounts to the general ledger
19. Prepares reconciliations, schedules, and other materials for auditors
20. Serve as a senior financial advisor and subject matter expert to executive leadership committees, and the Board as appropriate
21. Champion a culture of continuous improvement, accountability, and compliance across revenue and reimbursement functions
22. Represent CCHC externally with auditors, regulators, consultants, and industry organizations
23. Perform other executive-level responsibilities as assigned

EDUCATION/EXPERIENCE/TRAINING:

• Bachelor’s degree (or higher) in Accounting, Finance or related background or concentration
• (Preferred) CPA and/or Master’s in Business Administration (MBA)
• Experience in GAAP accounting, reimbursement, cost-reporting, net revenue modeling and accounting;
• 7-10 years related experience, preferably in an acute care hospital/healthcare organization
• Experience with relational databases and large ERP systems – experience with PeopleSoft highly desirable;
• Advance proficiency with MS Office applications and related accounting and finance software programs;
• History of goal-oriented achievement and project management experience;
• Previous experience supervising staff with the ability to coach, motivate and engage employees in a finance function
• Excellent analytical and communication skills with the ability to convey complex information clearly and concisely to all levels of management
• Strong organizational and time management skills, with the ability to meet deadlines and deliver outcomes in a fast-paced, busy environment
• Ability to use sound judgment to effectively solve problems within the scope of the position
• Ability to respond to inquiries and requests from financial institutions and auditors
• Strong analytical, organizational, communication and interpersonal skills
• Demonstrates goal-oriented thinking, leadership ability, and strong interpersonal, operational and organizational skills
• Excellent communication skills, including listening, writing, and relationship development

Pay Range Details:

The pay range displayed on each job posting reflects the anticipated range for new hires. A successful candidate’s actual compensation will be determined after taking factors into consideration such as the candidate’s work history, experience, skill set, and education. This is not inclusive of the value of Cape Cod Healthcare’s benefits package (if applicable), which includes among other benefits, healthcare/dental/vision and retirement. For annual salaries this is based on full-time employment.

The Assistant Sales Manager is responsible to supervise the provision of real estate brokerage services by associate brokers and salespersons assigned to a branch office or a real estate team. This position is responsible for monitoring all real estate documents even if they delegate the preparation and safekeeping of the documents to someone else. This position will also be assigned specific programs to oversee within the office in order to provide hands-on leadership experience to further develop sales management skills. This position is designed to develop and prepare real estate professionals to move into potential future sales management position within the Company.

Essential Duties and Responsibilities

Job duties may vary based on the experience and/or the needs of the assigned sales office. Duties may include some or all of the following:

• Performs daily office management responsibilities and leads assigned programs within the sales office.
• Runs assigned office activities and programs which may include:
• Training and development of new Sales Associates
• Sales office meetings
• Sales office training
• Call Sessions
• Open House program
• com
• One Company – “All Under One Roof”
• Plans and supervises the implementation in listing and sales efforts which identify opportunities to offer the company services to prospective clients.
• Acts as an intermediary in negotiations between buyers and sellers over property prices and settlement details, and during the closing of sales.
• Supervises Sales Associates and ensures real estate transactions are handled appropriately.
• Responsible for resolving all issues arising from real estate transactions conducted by Sales associates in the office.
• Mediates the dealings between sellers and buyers ensuring good conduct and the honest exchange of information towards a beneficial understanding.
• Assists in preparing listing agreements with the Sales Associates, as well as assisting their clients to execute all the applicable paperwork.
• Informs Associates of ways to market our clients' properties in the ways most advantageous to them.
• Assists in preparing Agreements of Sales with the Sales Associates, as well as assisting their buyers to execute all applicable paperwork.
• Demonstrates the use of Weichert sales tools and systems.
• Promotes All Under One Roof. Partners with Mortgage Advisor, Insurance Advisor, and Title Closing Advisor to increase One Company opportunities.
• Works directly with Sales Associates to provide personalized coaching and conducts one-on-ones and business planning sessions to help them achieve their productivity goals. Leads group meetings as requested.
• Leads and/or facilitates weekly sales meetings as requested.
• Explains and directs all Sales Associates as to the company policies and procedures.
• Monitors all office activities to ensure that the company policies and procedures are being observed.
• Handles all problem situations and related complaints.
• Assigns opportunity time to those Associates who have qualified for it.
• Performs other duties as assigned.

Minimum Qualifications

Education, Certification, and License Requirements

• High school diploma or GED
• Associate’s or Bachelor’s degree preferred
• State real estate license required
• Valid driver’s license with access to reliable transportation required
• Broker’s License required

Experience

• Two (2) or more years of sales experience in any industry
• Successful closing of ten (10) real estate transactions required

Knowledge, Skills, and Abilities

• Knowledge of all state and federal rules and guidelines pertaining to real estate transactions
• Ability to interact with all levels of management and the general public
• Ability to efficiently organize and set priorities
• Excellent presentation skills; ability to present to a large and diverse audience, as well as to a small group
• Outstanding facilitation, questioning, and feedback/coaching skills
• Ability to identify, analyze and logically solve problems quickly
• Proficiency in Microsoft Office suite of products
• Strong oral and written communications skills
• Basic math skills including addition, subtraction, multiplication, division, percentages, and fractions
• Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.)

COMPENSATION: Competitive base salary commiserates with experience & benefits program including medical and dental insurance. Bonus structure available.

POSITION SUMMARY

The Sous Chef will be familiar with all the daily operations of the kitchen and must be able to perform any task in the kitchen as needed. Sous Chef will act as the intermediary between the kitchen and wait staff; strong leadership and communication abilities are a must.

ESSENTIAL FUNCTIONS

Responsibilities:

•Planning and directing food preparation.

• As the second in command, the Sous Chef is responsible for managing kitchen staff to ensure food is prepared properly.

• The Sous Chef must be a problem solver, ready to come up with on-the-spot solutions for problems that may occur in the kitchen.

Expediting

• The Sous Chef will serve as the expediter for the kitchen.

• He/she will be responsible for arranging tickets and ordering food preparation so that customers receive food in the order it should be sent out.

Quality Control

• The Sous Chef is responsible for ensuring that food that leaves the kitchen is of the highest quality and will make diners happy.

• The Sous Chef will often be asked to ensure that portions are correct, and the food is plated in an attractive manner.

Managing kitchen staff.

• The Sous Chef will be tasked with ensuring all kitchen workers are performing at the level required by a professional kitchen and may come up with incentives to ensure that workers are putting their best effort forth.

Training and scheduling.

• • The Sous Chef oversees training new employees and may be required to create the schedule to ensure adequate manning for the kitchen.

Reports to: Sales Manager

Location: Alpharetta (Hybrid)

About the job

Escode, a global leader in software escrow solutions and part of NCC Group, is dedicated to protecting businesses from unforeseen disruptions. We ensure that business-critical software applications and source code are safe, secure, and always available. As a trusted intermediary for some of the world’s best-known brands, we safeguard access to vital code and digital assets, ensuring business continuity and the protection of software investments.

With over 40 years of experience, Escode pioneered the software escrow category in 1988, recognizing the growing technology dependence of businesses and the need for a safety mechanism. We are proud to set industry standards and shape its direction, providing unparalleled expertise and reliability. Learn more about Escode:

Role Purpose: As a Senior Account Manager in our core sales division, you’ll play a pivotal role in helping organisations protect their digital assets. You’ll lead strategic engagement across a portfolio of high-value clients, uncovering opportunities and aligning our Software Resilience solutions with their business continuity needs.

Your work will directly contribute to safeguarding mission-critical software and ensuring business resilience for global clients.

Key responsibilities

• Build and maintain senior-level relationships across client organisations, including ExCom and board-level stakeholders.
• Lead strategic discovery calls with key stakeholders to understand business strategies and continuity plans.
• Identify and qualify new opportunities, close business, and support revenue growth for NCC Group.
• Expand your account base by targeting new contacts in key verticals.
• Develop and execute detailed account plans to maximise growth and retention within your account base.
• To be present to members within the sales management team on a pre-agreed basis.
• Achieve defined targets and proactively report accurate forecasts.
• Utilise business systems including the CRM ( ) to manage account activity, pipeline, and forecasting while ensuring data accuracy and completeness to support business visibility and reporting.
• Collaborate cross-functionally with Technical Delivery, Contracts, Legal and Finance.
• Leverage marketing resources to enhance client engagement.

What You Bring

• Strategically engage and influence senior stakeholders internally and externally.
• Client-centric with a deep understanding of client strategies and ability to align tailored value propositions.
• Proficient in strategic forecasting and enterprise-level account planning.
• Upholds professional integrity and engagement protocols in high-stakes interactions.
• Proficient in strategic sales forecasting and enterprise-level account planning, with a proven ability to drive predictable growth and long-term client value.
• Proactive, driven, and focused on delivering strategic value.
• Brings expertise in recognised sales methodologies for full-cycle sales management, enabling consistent execution and scalable growth.
• Skilled at uncovering complex challenges and articulating how NCC’s solutions address them.
• The ability to work towards various key performance indicators that support the go-to-market strategy.

Desirable

• Knowledge and understanding of the technology, software, and cloud industry.
• Familiarity with key verticals such as finance, energy, regulated industries, etc.
• Proficient in using LinkedIn as a method of engaging with existing and prospective customers within your base.

About your application

We review every application received and will get in touch if your skills and experience match what we’re looking for. If you don’t hear back from us within 10 days please don’t be too disappointed – we may keep your CV on our database for any future vacancies and we would encourage you to keep an eye on our career opportunities as there may be other suitable roles. If you do not want us to retain your details, please email

All personal data is held in accordance with the NCC Group Privacy Policy. We are committed to diversity and flexibility in the workplace. If you require any reasonable adjustments to support you during the application process, please tell us at any stage.

Our Commitment to You

We believe diverse teams create better outcomes. If you’re excited about this role but don’t meet every requirement, we still encourage you to apply. We value potential and passion just as much as experience.

We offer flexible working arrangements and are committed to supporting career growth through mentorship and development opportunities.

CI Segall Bryant & Hamill Asset Management is an investment firm based in Chicago, Illinois with offices in Denver, CO, St. Louis, MO and Philadelphia, PA. Since our founding in 1994, we have grown to approximately $30 billion in assets under management as of June 30, 2025. We provide fee-based investment management of equity, fixed income, alternative and asset allocation portfolios. Our growing client list includes high net worth individuals/families, endowments, foundations, corporations, hospitals, public funds and multi-employer plans across the country. CI SBH is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, religion, sex, gender, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Overview:

CI Segall Bryant & Hamill seeks an Advisor Consultant to join our team. The Advisor Consultant, in partnership with a Director of Sales, will be responsible for building long-term partnerships with intermediary clients (Financial Advisors, RIAs, bank trust platforms and family offices) that maximize long-term holdings of CI Segall Bryant & Hamill investment solutions including mutual funds, ETFs and separately managed accounts.

Key Responsibilities:

• Develop client relationships, including expanding existing client relationships and developing new profitable relationships in multiple territories.
• Conduct consultative, relationship-building sales calls with financial advisors and investment research teams
• Partner with a Director of Sales to develop and implement a territory sales plan.
• Approach interactions with a consultative mindset, starting with client needs and effectively leveraging internal resources needed to meet those needs, including delivering insight-based education, coaching and portfolio construction consultations.
• Develop and execute on a data driven client segmentation, including consistent profiling of clients, timely and accurate recording of all client/prospect interactions into the firm’s CRM system and prospecting for new potential relationships.
• Handle daily territory management tasks to ensure maximum business efficiency and effective resource allocation across service offerings and firms.
• Travel as needed within territory to conduct meetings with clients, assist with client events, and attend industry conferences.

Qualifications:

• Bachelor's degree in a business-related major required
• 4-6 years of sales experience in financial services / investment management preferred
• FINRA Series 7 and 63 required
• A current understanding of capital markets, mutual funds, ETFs, separately managed accounts
• Consultative, client first approach, delivering solutions, not products, to meet client needs and drive results
• Ability to develop client relationships and strategic partnerships
• Strong attention to detail with the ability to manage multiple tasks effectively
• Proficient in Microsoft Office products, Salesforce CRM, Evestment, Ycharts preferred.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Pay Information

This position is exempt and is paid according to the laws of the State of Illinois. The pay range for this position is $120,000-130,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

Clinton Investment Management, LLC (“CIM”), an SEC registered investment adviser with $4 billion in AUM, specializes in the professional management of municipal bond portfolios on behalf of High-Net-Worth, Ultra-High-Net-Worth, and Institutional investors. Our firm's goal is to be a leading provider of municipal bond investment solutions by offering world class investment management solutions, superior value-added thought leadership, and preeminent client service for our advisors and investors.

The Role:

Due to a rapid growth trajectory, CIM is seeking a Head of National/Key Accounts to expand and support CIM’s brand presence and awareness across the broker/dealer, RIA, bank, trust company and family office distribution channels, throughout the U.S.

Key Responsibilities:

· Report directly to the Chief Executive Officer.

· Increase investor access to CIM’s investment products by expanding CIM’s selling agreements/approvals across an array of distribution channels including broker/dealers, RIAs, banks, trust companies and family office groups.

· Develop, foster and maintain relationships with relevant influencer/gatekeepers throughout the various distribution channels via effective communication and relationship building.

· Meet with primary contacts at least annually and develop a strategic account plan with each firm.

· Strive to position CIM’s investment products on any available “preferred,” “select,” “recommended,” or similarly categorized preference lists, while proactively and preemptively supporting metrics to retain existing approval, platform availability and assets.

· Actively source home office data to create targeted efficiency for CIM team’s engagement and grow sales.

· Act as a subject matter expert representing the CIM platform and investment solutions.

· Develop and implement business plans, budgets, and recommend marketing and sales initiatives to achieve goals.

· Work with CIM team members to establish new selling agreements/approvals, drive and monitor progress and ensure compliant documentation process is adhered to.

· Employ interpersonal relationship skills to efficiently partner and collaborate with CIM wholesaling team to develop relationships with new and existing platforms in order to drive sales.

· Update accounts quarterly on key performance indicators including year over year sales, top producers, current offerings, commissions paid, and sales team activity.

· Attend and present at internal meetings.

· Provide updates on sales goals, status of selling agreements, and provide training on new Broker Dealer relationships, including creating robust platform overview cheat sheets/deliverables to build streamlined awareness and credibility with external clients.

· Source targeted branding opportunities and serve as a CIM representative by speaking at relevant industry conferences.

· Travel on a consistent basis to uncover opportunities to increase sales, gain additional product approval, strengthen relationships, and build trust through in person meetings.

Qualifications:

·        Proven relationships with key players including gatekeepers, research analysts and business contacts at broker/dealers, registered investment advisors, banks, trust companies and family office groups.

·        Minimum 5-7 years investment management Key/National Account experience.

·        Bachelor’s degree and strong academic background.

·        Excellent verbal communication and presentation skills.

·        Demonstrated knowledge of fixed income/municipal bonds and competitive landscape preferred.

·        Proven understanding of selling agreements, RFPs and onboarding requirements across financial intermediary space.

·        Strong organization and time management skills and strong independent work ethic.

·        Established process to continue to update personal value proposition.

·        Strong interest in sales, pipeline maintenance, and the financial markets.

·        Series 65 registration required.