Wealth Client Relationship Manager

Job Summary:CAPTRUST is seeking a highly skilled Wealth Client Relationship Manager to join our team. As a key member of our client service team, you will work closely with financial advisors to service and retain wealth client relationships.Key Responsibilities:Build and maintain strong relationships with financial advisors, internal business partners, and...

Relationship ManagerDynasty Financial Partners is seeking a highly skilled Relationship Manager to join their team. As a key member of the Relationship Management Team, the successful candidate will be responsible for building and maintaining strong relationships with client firms, providing strategic guidance and support to drive business growth and...

Job Title: Wealth Advisor (CFP)Location: Brentwood / NashvilleSalary: $100K-$150K + bonus + benefitsSkills: Certified Financial Planner / CFP / Financial Planner / Wealth PlannerAbout the OpportunityWe are an Independent RIA firm seeking a seasoned CFP professional for a client-facing relationship management role. Our firm serves the needs of high net worth...

Job DescriptionWe are seeking a seasoned Wealth Management Specialist to join our team at Talently Recruiting. As a key member of our advisory team, you will be responsible for managing the day-to-day advisory and estate planning needs of high net worth and ultra-high net worth individuals and their families.Key Responsibilities:Primary or lead relationship...

Job DescriptionAt Dynasty Financial Partners, LLC, we are seeking a highly skilled and experienced Relationship Manager to join our team. As a key member of our Relationship Management Team, you will play a critical role in building and maintaining strong relationships with our client firms, driving profitability and growth within these organizations.Key...

Job Title: Salon Area Manager – Growth and OperationsJob Summary:We are seeking a dynamic and experienced Salon Area Manager to oversee multiple salon locations within the Nashville area. The ideal candidate will be responsible for driving growth, managing daily operations, ensuring exceptional customer service, and leading a team of salon managers and...

Introduction: Gallagher's global brokerage team is seeking a Client Service Manager to join their dynamic team. As a key member, you will be responsible for the day-to-day account management of assigned clients, supporting senior servicing staff to identify and meet client needs. Your role will be to retain and grow a profitable book of business through...

About the RoleWe are seeking an experienced Financial Advisor to join our team at Edelman Financial Engines. As a Senior Financial Advisor, you will provide objective, fee-based advice and asset management to help our clients build a better financial future.Your key responsibilities will include:Providing outstanding financial advice to clientsServing the...

Job Title: Client Advisor Job Summary: We are seeking a highly motivated and results-driven Client Advisor to join our team at Sonic Automotive. As a Client Advisor, you will be responsible for generating sales appointments with customers who contact the dealership via the internet to purchase new and/or pre-owned vehicles. Responsibilities: * Respond to...

Job Title: Client AdvisorJob Summary:As a Client Advisor at Sonic Automotive, you will be responsible for delivering a premium customer experience by responding to customer inquiries in a prompt, professional, accurate, and courteous manner. You will use lead management tools, CRM software, and the internet to manage inquiry flow, update customer files, and...

Client Services AssociateWe are seeking a highly skilled Client Services Associate to join our team at Vaco. As a Client Services Associate, you will be responsible for interacting with clients on a daily basis, maintaining a professional image, and handling multiple tasks efficiently.Responsibilities:Interact daily with clients via phone and in...

Job OverviewAs a key member of the Dejuan Buford - State Farm Agent team, the Account Manager plays a vital role in driving business growth and customer satisfaction. This role requires a strong ability to build and maintain meaningful relationships with clients, while also providing exceptional service and support.Key ResponsibilitiesEstablish and maintain...

Job OverviewAs a key member of the Clayton Blunt - State Farm Agent team, the Account Manager plays a vital role in driving business growth and customer satisfaction. The ideal candidate will possess strong leadership and interpersonal skills, with a proven track record of meeting sales targets. Key responsibilities include developing and maintaining client...

Job Summary:We are seeking a results-driven Business Development Manager with healthcare or pharmacy experience to drive sales growth and ensure customer satisfaction. The ideal candidate will have a proven track record in sales, strong relationship-building skills, and a deep understanding of the healthcare and pharmacy sectors, specifically with 340B...

Job Overview: BluWave LP is looking for a highly motivated and experienced Director of Account Management with a comprehensive background in Private Equity (PE) to expand relationships with existing clients in the PE sector. This role involves building out a book of business that will feed into a POD structure in 12 months' time, attending industry events...

Job SummaryArbor Wellness is seeking a skilled Case Manager to join our team. As a Case Manager, you will play a critical role in planning, implementing, and coordinating comprehensive client services to support individuals in their recovery journey.Key ResponsibilitiesConduct patient screenings, intakes, and assessments to develop individualized service...

Audit Manager RoleAt Rezult Technology, we are seeking a highly skilled Audit Manager to lead our audit engagements from planning through completion. The ideal candidate will have a proven track record of managing audit engagements and staff work, with a minimum of 5+ years of experience in public accounting or audit.Key Responsibilities:Lead audit...

Job OverviewThe Anderson Agency is seeking a skilled Insurance Account Manager to help clients understand their life and health insurance needs. As a key member of our team, you will be responsible for assessing clients' insurance requirements, presenting policy options, and guiding them through the application process. Your expertise in explaining insurance...

Job OpportunityWe are seeking a highly skilled and experienced Assistant Project Manager to join our team at TradeLink Solutions Company. As a key member of our construction team, you will be responsible for supporting the Project Manager in the entire construction process, from preconstruction to final completion.Key Responsibilities:Collaborate with the...

Job OpportunityWe are seeking a highly organized and detail-oriented Office Manager to join our team at Clayton Blunt - State Farm Agent. As a key member of our agency, you will play a crucial role in ensuring the smooth operation of our office and providing exceptional customer service to our clients.ResponsibilitiesEstablish and maintain strong...