Client Partner

• Expanding client relationships by identifying opportunities to deepen existing relationships
• Advising on the client’s financial needs and the full array of Private Bank's capabilities
• Establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects
• Executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience
• Responsible for the provision of residential mortgage loans, subject to SAFE Act registration

Private Client Manager – Investments

• This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships.
• Key responsibilities include advising on the client’s financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects.
• Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience.
• This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements.
• Drives inflows of new business across all product lines into existing book of business.
• Leads complex credit opportunities, including structured credit deals.
• Grows book balances and Year over Year revenue.
• Partners with and mentors Private Client Managers on more complex products and client relationships.
• Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction.

• Manage Property Condition Assessments and Construction Monitoring related services.
• Oversee Real Estate and Construction site inspections and assessments including Property Condition Assessments, Construction Plan and Cost Reviews, Construction Loan Monitoring, and Probable Maximum Loss studies (seismic assessments) of multi-family, office, retail and industrial properties.
• Manage preparation of Construction Cost Estimates and Schedules for all deferred maintenance and projected maintenance, and renovation of commercial properties.
• Provide Construction Plan and Cost Review, followed by Construction Loan Monitoring services including analyzing monthly requisitions, change orders, and coordination between Owner, Developer, and Contractor.
• Perform site inspections (site reconnaissance) of commercial buildings to identify material physical deficiencies and areas of deferred maintenance.
• Prepare written reports containing an executive summary and report narrative illustrating the observations from site reconnaissance; recommend immediate repairs and opinions of estimated costs to remedy.
• Conduct peer trainings and mentoring of less experienced staff on completion of property condition assessments.

National Client Manager – Property Condition Assessments

• Owns the client relationship and responsible to build and maintain strong, long-lasting client relationships that lead to referenceable clients
• Managing of Revenue inclusive of the following: Client renewals & retention; achieving or surpassing annual financial goals & objectives
• Risk identification and mitigation strategies such as volume decreases, service gaps, changes in client relationships and key advocates
• Escalates to key leadership partners and executes on risk mitigation strategies as agreed upon
• Drives revenue growth through existing product optimization; understands and communicates Zelis’ key differentiators, product strategy, product features and functionality and applicability to client
• Manages client financial health and ensures Zelis is getting paid on time in accordance with the contract terms
• Understands the regulatory environment and its impact on their clients
• Proactively engages strategies to achieve value from the Zelis platform
• Ensures high quality service delivery and client satisfaction; measurements will include timely escalation and resolution of issues as well as other internal measures such as: Client relationship building – maximizing breadth and depth of relationships
• Works closely with clients to intimately understand their business strategies, needs and challenges
• Create actionable plans when client is at risk and ensuring internal partners take appropriate action, including escalating to leadership as appropriate
• Serves as intake point for Client Audits & Compliance items to ensure seamless and timely responses
• Client Reporting – delivery according to agreed upon intervals with the ability to provide performance synopsis as well as business insights demonstrating the Zelis value proposition and drive engagement
• Utilize knowledge of the client/business and market dynamics to maximize performance relative to client relationship, client satisfaction, and client/company financial performance indicators
• Oversees client production issues and ensures resolved in a timely manner in accordance with contracted SLAs
• Conducts and leads all Business Review’s to optimize value within client book
• Supports Sales for cross-sell and up-sell initiatives; identify opportunities and funnel to Sales partners to incorporate into pipeline
• Supports implementation; Ensuring the timely and successful delivery of our solutions according to client needs and business objectives
• Documentation and ongoing tracking of key client account plans, contacts and attributes all in Salesforce
• Ability to present business unit product roadmap to clients
• Maintain awareness of and ensure adherence to Zelis standards regarding privacy and security

Client Manager

• Provide strategy and program leadership to support Verizon Connect channel sales initiatives in the market
• Driving local operations initiatives, developing and executing channel specific sales strategies
• Scaling key learnings, and best practices for all channel segments
• Selling company products and services via indirect channel partners
• Recruiting, onboarding and enabling channel partners for Verizon Connect Solutions
• Generating sales and revenue by developing channel partner relationships
• Connecting customers with targeted solutions via Verizon Connect referral, resale, alliance and marketplace channel partners
• Providing operational support to Verizon Connect channel and customer segment sales teams
• Defining and supporting internal processes and procedures
• Facilitating the development of channel partner relationships
• Ensuring accurate compilation, analysis, and/or reporting of data relating to business groups being supported

Senior Client Partner – Channel Management

• Manages all policy activity and stewardship aspects in book of business.
• Analyzes and reports on relevant claims data for larger accounts.
• Ensures client compliance with respect to benefits.
• Gathers the information needed to present to insurance company marketplace for proposals.

Senior Client Manager, Employee Benefits – Insurance Advisory Solutions

• Expand IQVIA’s Information Management footprint across Emerging Biopharma.
• Qualify and pursue new accounts, identifying key decision makers and positioning IQVIA’s value.
• Drive incremental revenue through new logos and portfolio expansion within existing accounts.
• Maintain a strong pipeline and consistently meet or exceed sales targets.
• Lead proposal development, presentations, and contract negotiations.
• Act as the primary technology thought partner for senior client stakeholders.
• Ensure satisfaction and delivery quality for assigned EBP accounts or segments.
• Leverage understanding of commercial operations, data management, analytics, CRM, and SaaS platforms.
• Apply consultative problem-solving skills to develop tailored solutions.
• Work closely with IQVIA Account Executives and Solution Sales teams to progress opportunities.

Technology Client Partner, Emerging BioPharma

• Managing large national accounts
• Building direct client relationships in support of sales efforts through servicing the account and in-person meetings
• Serving as the primary environmental lead for national accounts, many of which are AEI’s top clients
• Maintaining a technical review load and delegating reviews to support staff as needed
• Ensuring all projects are staffed, performed to high standards of quality, and delivered on time
• Managing due diligence projects being completed by associate consultants/contractors
• Ensuring all projects meet the client's goals and scope expectations
• Building an intimate, in-depth understanding of the client's goals and facilitating the delivery of consulting to meet those needs
• Supporting AEI’s organizational growth

National Client Manager – Senior Reviewer, ESAs

• Ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements
• Developing relationships with senior client personnel to gain understanding of client strategy and CRD’s alignment to achieving their strategy
• Sustaining a strong understanding of the Charles River IMS and keeping up-to-date with current functionality.
• Maintaining frequent communication and collaboration with internal client account teams and Alpha business units.
• Establishing long-term, strategic objectives for each client and measure success against account plan goals
• Proactively ensuring effective client issue resolution, project delivery, response to information requests, and collaboration with other CRD teams
• Assisting the internal Sales team to identify and foster revenue opportunities including additional application modules and services, training or services
• Maintaining awareness of the investment management market and industry trends and news relevant to CRD and client base

Client Manager, Investment Software – AVP

• Develops and manages dealer relationships, including partnering on referral opportunities, to increase auto applications and loan production sales
• Prospects new clients, articulates the program benefits, and upon signing, manages all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained
• Works with underwriting and fulfillment partners to ensure all aspects of underlying risks are appropriately managed
• Executes all categories of risk management activities, including monitoring dealer activity/negative news to drive proper dealer execution and minimize risk and exposure for the bank
• Captures market intelligence and delivers feedback to leadership team
• Represents Consumer Vehicle Lending (CVL) as the face of the business in the market, hosting client engagement events and industry conferences

See all jobs on JobTailor

Private Client Manager – Investments

Private Client Manager – Investments

National Client Manager – Property Condition Assessments

Client Manager

Senior Client Partner – Channel Management

Senior Client Manager, Employee Benefits – Insurance Advisory Solutions

Technology Client Partner, Emerging BioPharma

National Client Manager – Senior Reviewer, ESAs

Client Manager, Investment Software – AVP

Retail Client Manager – Consumer Vehicle Lending, Dealer Sales