Relationship manager jobs in Irvington, New JerseyCrear alertas

SonderMind is a leading mental health care platform revolutionizing therapy services by empowering licensed mental health therapists to deliver exceptional care with cutting-edge, AI-powered tools. We are seeking compassionate and highly skilled clinicians to join our expanding network, offering the flexibility to manage your own practice, bring your existing clients, and benefit from steady referrals. At SonderMind, we believe there can’t be mental healthcare without mentally-strong clinicians. Our platform is designed to outsmart burnout and streamline your workflow, allowing you to focus on what matters most—your clients. We are committed to fostering relationship-driven care, providing ethically grounded, human-first tools that enhance outcomes and reduce administrative burdens. Benefits of Joining SonderMind: • Flexibility: Enjoy the freedom to set your own working hours and maintain a healthy work-life balance. Sessions can be conducted via telehealth or in-person., • Free and stress-free credentialing with major insurers: We have streamlined the credentialing process and handle all the hard stuff for you so that you can expand your practice by accepting insurance from major payors in your state in weeks, not months., • Guaranteed Pay: We handle all the billing for you and guarantee pay bi-weekly for completed sessions-including no-shows., • Referrals and Practice Support: Seamlessly onboard your existing clients while receiving new referrals. Benefit from thoughtful client matching to personalize your caseload, with support from a dedicated account manager to help you grow your practice across various specialties., • Absolutely no fees or membership charges: We don’t charge you to deliver care, and all of the features, access, tools, and resources you get come free of charge., • Innovative AI-Powered Tools: Outsmart burnout and focus on what matters most—your clients. Our secure, clinically-developed AI tools eliminate administrative tasks and keep clients engaged between sessions. This includes:, • AI Notes: Auto-generates editable, insurance-compliant clinical notes, saving you time and reducing documentation burden., • Session Takeaways: Extend your care between sessions by reviewing and sending client-friendly summaries of key insights., • Session Prep: Help clients clarify goals and focus areas before each session, ensuring you hit the ground running., • Goal Setting: Collaborate with clients to set and track goals, increasing engagement and accountability., • Treatment Plan: Easily align with clients on diagnoses, goals, and care plans in a clear, clinically grounded format., • Master's degree or higher in counseling, psychology, social work, or a related field. *Please note that SonderMind does not provide office space; therapists are responsible for securing their own location for in-person sessions, but we can help connect you with other SonderMind therapists looking to share space.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

The Relationship Manager will also be the direct manager for several Events Specialist. As an Events Relationship Manager in Early Careers, you will partner with recruiters to execute on event strategy in conjunction with recruiting leadership, engage with internal and external partners to identify

As a Senior Relationship Manager within the Strategic Relationships team, you will serve as Lord Abbett's global lead for four of the firm's most critical and influential financial partners: Citi, UBS Financial Services, J. Our vision is to be the most respected asset manager in the world, admired f

ADP is Hiring a Relationship Manager Employee Benefits. You will own, manage, and service the entire relationship with your clients by serving as a subject matter expert on Employee Benefits, providing proactive, consultative education and support, and ultimately driving exceptional client satisfac

As Relationship Manager, Strategic RIA Group you will play a critical role in leading engagement with Lord Abbett's largest and most sophisticated Registered Investment Advisors and Family Offices. Drive product endorsements, map firm decision-making structures, and monetize opportunities across sal

As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. We are now seeking Pharmacy Relationship Managers in your area!. What does a Pharmacy Relationship Manager do?.

The Relationship Manager oversees their progress, ensuring a seamless and positive onboarding and transition experience for the EFP and their clients. In addition to supporting EFPs, the Relationship Manager will also play a key role in supporting newly hired Regional Directors who bring an existing

ADP is hiring a Relationship Manager - Employee Benefits. Extensive experience building relationships and understanding a client's needs. You will own, manage, and service the entire relationship with your clients by serving as a subject matter expert on Employee Benefits, providing proactive, consu

Morgan Workplace Solutions (JPMWS) is seeking dynamic Client Relationship Managers to join our team. As a Client Relationship Manager (CRM) at Workplace Solutions, you will be a trusted partner to our clients, demonstrating tenacity, focus, and exceptional organizational skills. Demonstrated success

Lead, mentor, and develop a team of Relationship Managers, empowering them to deliver exceptional service and results across their individual client portfolios. Support Relationship Managers in complex negotiations, client retention strategies, and consulting engagements with key decision-makers. Ex

As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. We are currently hiring Pharmacy Relationship Managers in the. We are now seekingPharmacy Relationship Managers in your area!.

Leverage the JPMC Commercial & Middle Market banking network to drive supplier engagement by collaborating with Relationship Managers and Coverage Bankers. Your role will involve close collaboration with Program Managers and you will be assigned a portfolio of programs to promote enrollment activity

Achieve established goals as outlined by manager. Manage the segment's more complicated and important loan relationships. Oversee approximately 30 to 65 relationship managed clients.

Manager, Relationship Management Gi Disability Team. As a Relationship Manager, you'll be the primary point of contact for Key Customerswhich may include support for Disability and Absence Products. Serve as the key relationship manager for Key Customers with accountability for overall customer exp

The Relationship Manager role in Portfolio Management provides comprehensive investment advice and management for Glenmede's private clients and serves as Relationship Manager on designated relationships. Serve as Relationship Manager on designated client relationships, being accountable for coordin

Job Overview: As a Senior Relationship Manager within the Strategic Relationships team, you will serve as Lord Abbett's global lead for four of the firm's most critical and influential financial partners: Citi, UBS Financial Services, J. Our vision is to be the most respected asset manager in the wo

Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio Relationship Manager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions,

As a Platinum Relationship Manager, you will help drive our industry leading service culture by:. Deliver exceptional client service while cultivating relationships with our highest value E*TRADE clients.

Pet Parent Relationship Manager (PPRM). That's right! Dogtopia, the industry leader in dog daycare, boarding, and spa services has an immediate opening for an energetic, organized, business-minded individual that will assist in ensuring our team and dogs are safe and having fun as a Pet Parent Relat

Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio Relationship Manager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions,

As a Relationship Manager within the Technology Media & Telecoms team in Merchant Services, you will manage a select portfolio of global large corporate clients. Your role involves maintaining strong relationships with key decision-makers and influencers within your assigned client relationships. Pr

Work as a team with other Private Client Relationship Managers and Account Managers, Private Client Associates, Private Client Advisors and EPIC Private Client leadership team. Private Client Relationship Manager. The Relationship Manager in EPIC Private Client is responsible for providing exception

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with

Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio Relationship Manager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions,

Participate in the sales process in partnership with team to build new client relationships. Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning. Highly effective interpersonal, relationship management and communic

We are seeking a motivated Entry-Level Remote Account Executive to support client relationships, assist with sales activities, and help manage accounts.

Participate in the sales process in partnership with team to build new client relationships. Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning. Highly effective interpersonal, relationship management and communic

We are seeking a motivated Entry-Level Remote Account Executive to support client relationships, assist with sales activities, and help manage accounts.

Participate in the sales process in partnership with team to build new client relationships. Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning. Highly effective interpersonal, relationship management and communic

Hackensack Meridian Health - JobID: J736a97402f8c47469dd0e5c47a8f84ca-1 [Medical Office Assistant] As a Medical Receptionist at Hackensack Meridian Health, you'll: Greet patients and visitors warmly, ensuring a welcoming environment; Schedule appointments efficiently, managing calendars and patient

Critical in supporting, retaining and building meaningful client relationships. Participate in the sales process in partnership with team to build new client relationships. Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financia

Brookdale Senior Living - 8 James St [Medical Office Assistant] As a Receptionist at Brookdale Senior Living, you'll: Greet all visitors entering the community, answer questions, ensure visitors sign guest sheets, and answer/direct phone calls to the proper residents and staff; Sort, deliver and col

As the Chief Administrative Office (CAO) Legal Regulatory Change Management (LRCM) Program Manager within the CAO team, you will be responsible for promoting the delivery, ongoing management, and continuous enhancement of the central CAO LRCM program. This role offers the opportunity to partner clos

Carlo's Bakery is seeking a detail-oriented and proactive Project Manager with experience with food and grocery retailers as well as food service for a manufacturer wholesaler.