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Listens and evaluates customer needs and provides appropriate solutions.

Creates and executes turf management plans without assistance, utilizes experience-based sales technique, operates independently. Illustrates strong technical capability (computer knowledge, billing system, databases). Compensation: Base Pay: $39,000.

As a Business Advisor/Field Support Specialist, you will play a key role traveling to visit all franchise stores within your assigned territories with the purpose of understanding and defining their needs. Exceptional interpersonal skills toward efficiently communicating new business processes and p

As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wide range of locations and disciplines.

Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisor

JAMES PERSE IS CURRENTLY HIRING A PART TIME CLIENT ADVISOR FOR OUR BLOOMINGDALE'S SHORT HILLS SHOP. Experience working in retail environment(s) with 7 days a week operation, which require open scheduling availability based on business needs. Our collections are sold in over 40 JAMES PERSE boutiques,

Emerging business advisor, Project/Workstream Manager, Leader of others, sales support.

DC Institutional Client Advisor Support Specialist. The DC Institutional Client Advisor Support Specialist will be responsible for assisting with the identification and cultivation of Defined Contribution institutional prospects and clients, preparing business presentations, coordinating internal re

Job DescriptionDescription: Job Description: Account Manager – SaaS Retail Software Location: Fully Remote (with annual team events) or able to commute to our NJ office Reports To: Sales Manager Salary Range: $50-70K About the Role We’re looking for a proactive and relationship-driven Account Manager to join our Customer Success team and support a portfolio of existing retail clients using our SaaS retail commerce solutions. If you're passionate about building long-term relationships, driving client growth, and acting as a trusted advisor, this is the role for you. As an Account Manager, you will be the main point of contact for 100–150 SMB retail clients, helping them maximize the value of our software by providing education, strategic guidance, and identifying opportunities for upselling and cross-selling. What You’ll Do Client Relationship Management ? Build strong, lasting relationships with assigned clients through regular check-ins and strategic support. ? Serve as the primary liaison between your clients and our internal teams, ensuring clear communication and timely resolution of issues. ? Understand your clients’ unique business goals, challenges, and use cases to provide tailored guidance. Client Growth & Education ? Educate clients on the full breadth of our SaaS retail offerings—POS systems, eCommerce platforms, mobile apps, marketing tools, and more. ? Uncover upsell opportunities that align with each client's business objectives, and guide them through product expansion. ? Deliver product demos, share best practices, and champion new features to improve client outcomes. Client Advocacy & Retention ? Represent the voice of the client internally, collaborating cross-functionally to enhance the client experience. ? Monitor account health and proactively address risks to drive renewals and long-term retention. ? Meet or exceed upsell and retention goals tied to your book of business. Team Collaboration ? Work closely with Sales, Support, Product, and Marketing to align client needs with company solutions. ? Share insights from the field to help improve our platform and client journey. ? Participate in team summits and company-wide initiatives that drive innovation and collaboration. What You Bring ? 2+ years of experience in Account Management, Client Success, or a related role—preferably in SaaS, retail tech, or B2B services. ? Excellent communication and interpersonal skills—you know how to build rapport and earn trust. ? Strong organizational skills with the ability to manage a high volume of clients without sacrificing quality. ? Comfort with educating clients on technical platforms and presenting tailored solutions. ? Experience with CRM systems (e.g., HubSpot, Salesforce) and virtual collaboration tools. ? Self-starter mindset with a passion for helping businesses grow through technology. ? Able to thrive in a remote-first work environment. Bonus Points ? Experience with POS systems, eCommerce platforms, or retail operations. ? Background in SMB or enterprise SaaS account management. ? Familiarity with HubSpot CRM. Why Join Us? At Celerant Technology, we empower independent retailers with cutting-edge commerce solutions that unify their online and in-store experiences. As an Account Manager, you’ll play a key role in helping retailers succeed while shaping the future of retail tech alongside a collaborative, mission-driven team. We value growth—for our clients and our people. You’ll have opportunities to learn, lead, and make a meaningful impact from day one. Learn more about our company culture How to Apply If you’re passionate about delivering exceptional client experiences and excited to support retailers with powerful technology, we’d love to hear from you. Please submit your resume and a brief cover letter outlining your relevant experience and interest in the role. Requirements:

Bank Of America Financial Advisor. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Work

As a Senior Compliance Advisor within the Fidelity Institutional (FI) & Fund and Brokerage Operations & Technology (FBOT) Compliance organization, you will serve as an informed and trusted business partner who promotes a culture of ethical conduct and commitment to compliance, regulatory, and legal

As a Senior Compliance Advisor within the Fidelity Institutional (FI) & Fund and Brokerage Operations & Technology (FBOT) Compliance organization, you will serve as an informed and trusted business partner who promotes a culture of ethical conduct and commitment to compliance, regulatory, and legal

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaini

Job Description New Community Corporation in Newark, New Jersey is one of the largest and most comprehensive community development organizations in the country; New Community's success rests on its comprehensive approach to community development. It is active in housing, health care, education, job training, childcare and economic development. It has provided training to community development professionals from around the country and the world, having hosted representatives from more than 20 countries throughout the years. The mission of New Community is to help residents of inner cities improve the quality of their lives to reflect individual God-given dignity and personal achievement. The Senior Case Manager (SCM) will be responsible for assisting in the promoting the NCC mission in all service delivery, ensuring quality, professionalism and efficiency of the services provided. Responsibilities include under the general supervision of the program administrator, case management services to program participants; ensuring that the program is operating in compliance with all contractual requirements including but not limited to date entry and reporting using Homeless Management Information System (HMIS), program rules and standards. Additionally, the SCM is responsible for providing case and file guidance for Intensive Case Managers (ICM). Primary purpose of this position is to assist in maintaining superior levels of customer services by serving as a senior advisor for ICMs, organizing and evaluating the delivery of services and procedures. • Manage the full life cycle of case load and HMIS program data by ensuring that data is up to date and accurate within the prescribed time frames., • Conduct new participant intake and ensure all supporting documents including documentation of homelessness are verified and on file to determination of program eligibility., • Conduct comprehensive participant assessments to collect functional, environmental, psychosocial, financial, employment, housing, educational, and health information as appropriate to develop a case plan., • Maintain a caseload of participants; at a minimum, meet with participants on a bi-weekly basis to provide case management services and document progress in achieving stated goals., • Maintain case management files for all participants; monitor and document progress of participants., • Monitor, create case notes and verify services provided to each participant on a monthly basis, determining quality and effectiveness of services provided., • Initiate the transfer of an individual to other services or terminate services when the client determines they are no longer required or desired., • Assist consumers, guardians, and families in maximizing their abilities for self-determination by enabling them and empowering them in decision-making to the greatest extent possible., • In collaboration with program administrator, review case plans prepared by staff to ensure that they are well-matched to participant needs identified in the comprehensive assessment, • In collaboration with program administrator, develop a model support system to meet participant needs by identifying and coordinating a variety of available services necessary to maintain independent living., • Train new ICMs and provide emergency backup coverage in the absence of the assigned ICM, • Coordinate various aspects of Case Management services; including referral, intake, eligibility determination, program planning, monitoring, assessment, and evaluation of consumer needs / services, • Develop and maintain two-way communication with ICM's, state representatives and other agencies., • May assist with conducting staff performance appraisals recommend and/or implement personnel actions in collaboration with Program Administrator., • Monitor and oversee the HMIS reporting systems on a monthly basis and monitor the data quality of reporting to HMFA and the CEAS Committee., • Responsible for generating monthly, quarterly, annual and ad-hoc reports for submission to management and funders., • Collaborate with public and private agency to assess and improve the delivery of intensive case management. Bachelor's Degree in Human Service field • 2-4 years of working in a social service providing agency or other business related experience in a fast paced, professional environment., • Licensed driver and have accessibility to travel., • Experience with use of HMIS (Homeless Management Information System), preferred.

Job DescriptionWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Overview: The Unit Leader collaborates with division, growth, and practice leadership to drive profitable growth in alignment with the Company’s strategic vision. This role involves ensuring Unit performance expectations are met through regular communication with the leadership team and stakeholders, supporting growth and retention planning, and promoting team sales strategies. The Unit Leader partners with Division Leaders, Finance, Practice Leaders, Placement and Service Leadership to achieve favorable financial results, focusing on profitability, cash flow, reporting, and controls. They drive accountability and implement Company processes for variance reporting, pipeline management, timely month-end billing, accounts receivable/collections, and expense management while also being accountable for budget creation. The Unit Leader is responsible for clear and continuous communication of the Company’s vision and strategies, hosting at least quarterly or monthly Town Hall meetings, and preparing and providing requested updates on financial results, new business wins, client retention, and revenue variances, as well as other relevant topics. Additionally, the Unit Leader develops and implements sales and client retention meetings (in accordance with any Company-outlined processes then in effect), individual Client Advisor and Service Leader review cadences, and is responsible for recruiting top talent to support the overall growth and success of the Unit. Responsibilities: Profitable Growth • Works closely with the Leadership team and key stakeholders to ensure delivery of performance expectations, • Supports Division Leaders, Division Growth Manager, & Division Service Leaders in growth planning, • Drives accountability for growth plan results & review cadence, • Coordinates and leads quarterly (or semi-annual, as appropriate), pre-renewal “huddle” meetings with all major stakeholders on substantive renewals and follows up with monthly check-in meetings, • Promotes placement strategies and provides ongoing support, • Promotes team sales maximizing cross sell opportunities, • Drives specialization and promotes Company resource utilization, • Gains in depth understanding of the objectives of each Practice, • Drives accountability of segmentation and scope of services, • Supports capacity planning tools, • Ensures client & carrier deliverables are in accordance with Company professional standards, • Partners with Division Leaders, Finance, Practice Leaders, and Service Leadership to achieve favorable financial results with respect to profitability, cash flow, reporting and controls, • Drives accountability and implementation of Company processes to support tactical execution of, • Variance reporting, • Pipeline management (including CRM utilization), • Timely Month end billing, • Accounts receivable / collections, • Identifies and develops Producer talent to drive profitable growth, • Partners with Division Growth Managers and Human Resources to develop skills and experience requirements and training for sales roles, • Establishes recruiting protocols and interview tools designed to attract and retain top talent, • Develops and implements succession planning, • Promotes Diversity and Inclusion and colleague mentorship programs, • Provides ongoing support & guidance to service & placement colleagues in collaboration with Division Service Leaders, • Continuous delivery of Company vision and strategies and provide updates as applicable to all colleagues within your office(s), • Host all colleague Town Hall meetings monthly, • Financial results, • New business wins, • Service updates, • Carrier updates, • Company event updates, • Other, • Implementation of individual Producer review cadence, • Development and implementation of sales meetings, • Annual business planning, • Quarterly results review, • Develop personal growth calculator & goals and achieve new business sales goals in middle and large market, • Demonstrate technical knowledge necessary to communicate our solutions effectively to a non-insurance buyer, • Establish and maintain a new business pipeline of qualified leads exceeding three times goal. Weekly, ensure all tracked pipeline information is current and reflects actual activity and stage in the sales process, • Establish and maintain a list of target accounts and spheres of influence, developing a strategy for the sales efforts required to penetrate opportunities, • Demonstrate proficiency at discovery process (sales due diligence) and conceptual presentation promoting the World value proposition while delivering specific solutions customized to each prospect Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-AS1 Powered by JazzHR Jl1ZRaR3P2

Job DescriptionA growing, partner driven corporate law platform is seeking an experienced Mergers and Acquisitions Partner to join its transactional practice. This role is designed for a senior attorney who enjoys leading complex deals, building trusted client relationships, and contributing to the long-term growth of a collaborative firm. The position offers meaningful autonomy, direct client engagement, and the opportunity to help shape both team development and strategic direction within a middle-market focused environment. Mergers and Acquisitions Partner Overview: The M&A Partner will serve as a lead advisor on a wide range of domestic and cross-border transactions, working closely with founders, management teams, investors, and sponsors. This individual will balance hands-on deal execution with leadership responsibilities, including mentoring attorneys and supporting business development initiatives. Mergers and Acquisitions Partner Key Responsibilities: * Lead and manage mergers, acquisitions, divestitures, joint ventures, and strategic investment transactions * Act as primary relationship partner for clients across the middle market and emerging growth space * Oversee all phases of transactions, including structuring, negotiation, due diligence, documentation, and closing * Provide strategic, business-oriented legal advice tailored to client objectives * Build, mentor, and manage deal teams, fostering professional growth and accountability * Collaborate with partners across complementary practice areas to deliver integrated legal solutions * Participate in client development efforts, including origination, cross-practice collaboration, and relationship expansion * Contribute to firm leadership through involvement in strategic planning, talent development, and client service initiatives Mergers and Acquisitions Partner Qualifications and Experience: * Juris Doctor from an accredited law school * Admission to practice in at least one U.S. jurisdiction * Ten or more years of transactional experience with significant focus on M&A matters * Demonstrated experience advising middle-market companies, founders, investors, and private equity backed organizations * Proven ability to lead complex transactions and supervise attorneys * Established or developing portable book of business preferred but not required * Strong negotiation, drafting, and client-facing skills * Entrepreneurial mindset with a collaborative, client-first approach

Job Description Are you a fan of interpersonal engagement and excel at devising outcome-focused strategies? Fed up with the predictability of your daily grind and in search of a new opportunity? We are seeking a driven individual with a passion for finance, eager to establish themselves in the financial services sector! The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. If you have outstanding communication skills and a sharp eye for detail, don't hesitate to send in your application today! Compensation: $60,000 - $90,000 at plan annually Responsibilities: • Develop strong relationships within local communities, • Engage in a top-notch training program within the financial services industry, • Analyze cash flow, income, financial status, and other wealth management aspects to assist clients in defining and achieving financial objectives, • Act as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospects, • Devise sustainable financial solutions tailored to clients' long-term needs, • Provide support to clients in reaching their financial goals through strategic product, plan, and investment suggestionsQualifications:, • Excellent communicator who is willing to provide great client service, • A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary, • Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed, • Preferred Bachelor’s degree, but not required, • FINRA licenses are a plus, but not required Traits of our most successful associates: • Enterprising, • Strong work ethic, • Desire to help people, • Positive attitude, • IntegrityAbout Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We have over 175 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and the clients, • #78 on Fortune 100 in 2024, • Most MDRT members in any United States Mutual Company in 2019, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 07/31/24