Relationship Manager
4 days ago
We are seeking a skilled Relationship Manager to join our team at Fidelity Investments. As a key member of our branch office, you will be responsible for handling client relationships and identifying sales opportunities.
Key Responsibilities- Drive targeted appointments to improve client engagement
- Provide specialized service and deliver standout experiences to clients
- Stay knowledgeable about financial planning and sales strategies
- Develop and maintain strong communication skills, both written and verbal
- Act as an advocate for clients and provide professional, polished communication
Fidelity Investments is committed to delivering exceptional customer experiences. Our associates build long-term relationships with clients, helping them navigate our range of investor products and services. We offer a comprehensive benefits package, including health care coverage, retirement plans, and educational assistance.
Requirements- A college degree is encouraged, but not required
- 1-3 years of experience in financial services, with a focus on customer service
- Sales experience and knowledge of financial markets and products
- Strong social skills and ability to deliver personalized service
- Ability to thrive in a compliance-driven, dynamic environment
- Current Series 7 and Series 63 licenses, with the ability to obtain a Series 65 license within 90 days
The base salary range for this position is $60,000 - $100,000 per year, with bonus and variable compensation opportunities. We offer a wide range of benefits, including comprehensive health care coverage, retirement plans, and educational assistance.
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Relationship Manager
5 days ago
Monterey, California, United States Fidelity TalentSource LLC Full timeJob Summary:We are seeking a skilled Relationship Manager to facilitate relationships with our most valuable and lucrative clients. As a key member of our team, you will inspire client dedication and engagement, developing long-term positive relationships with Fidelity. You will learn how to handle a book of business and successfully market it for sales...
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Relationship Manager
3 days ago
Monterey, California, United States Fidelity TalentSource LLC Full timeJob Summary:Fidelity Investments is seeking a skilled Relationship Manager to facilitate relationships with our most valuable and lucrative clients. As a key member of our team, you will inspire client dedication and engagement, developing long-term positive relationships with Fidelity. You will learn how to handle a book of business and successfully market...
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Relationship Banker
3 weeks ago
Monterey, California, United States Bank of America Full timeJob Summary:We are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with clients, providing exceptional customer service, and driving business growth.Key Responsibilities:Engage with clients to understand...
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Client Relationship Specialist
1 month ago
Monterey, California, United States Vektor Logistics Full timeJob OverviewAt Vektor Logistics, our mission is to effectively link suppliers of perishable goods with retailers, emphasizing human connections, nurturing relationships, and achieving excellence in our supply chain operations.Your primary objective as a vital member of our team is to enhance your business portfolio by concentrating on execution, client...
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Client Relationship Specialist
1 month ago
Monterey, California, United States Vektor Logistics Full timeJob OverviewAt Vektor Logistics, we are committed to effectively linking suppliers of perishable goods and beverages with retailers, emphasizing our dedication to people, cultivating robust partnerships, and ensuring excellence in our supply chain operations.Your mission within our dynamic team is to enhance your business portfolio by concentrating on...
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Monterey, California, United States Anansys Staffing LLC Full timeJob Title: Environmental Sales Estimator/Project ManagerJob Summary:The Sales Estimator/Project Manager is responsible for opening new accounts, providing exceptional customer service, and developing relationships with a diverse range of customers. This role involves estimating upcoming projects, communicating with customers, superintendents, foremen, and...
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Branch Manager Monterey Position
3 days ago
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Healthcare Account Manager
3 weeks ago
Monterey, California, United States Gentiva Full timeAbout the RoleGentiva is seeking a skilled Healthcare Account Manager to join our team. As a key member of our sales and marketing team, you will be responsible for building relationships with healthcare professionals and organizations to promote our personal home care services.Key ResponsibilitiesSales and Marketing: Sell personal home care services to...
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Sales Account Manager
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Monterey, California, United States HD Supply Full timeJob SummaryHD Supply is seeking a highly motivated and results-driven Outside Sales Account Manager to join our team. As a key member of our sales team, you will be responsible for driving profitable sales growth by prospecting new accounts, retaining existing accounts, and expanding opportunities with current customers in core and emerging industries and...
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Case Manager
1 day ago
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Environmental Sales Estimator/Project Manager
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Monterey, California, United States Alliance Environmental Group, LLC Full timeJob SummaryAt Alliance Environmental Group, LLC, we are seeking a highly skilled and experienced Environmental Sales Estimator/Project Manager to join our team. As a key member of our sales and project management team, you will be responsible for opening new accounts, providing exceptional customer service, and developing strong relationships with a diverse...
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Home Care Business Development Manager
3 weeks ago
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Travel Nurse RN Case Manager
2 weeks ago
Monterey, California, United States Summit Medical Staffing Nursing Full timeJob OpportunitySummit Medical Staffing Nursing is seeking a skilled travel nurse to fill a Case Management position in a dynamic healthcare setting.Key ResponsibilitiesProvide high-quality patient care as a registered nurse in a case management role.Collaborate with healthcare teams to develop and implement effective care plans.Conduct thorough assessments...
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Travel Nurse RN Case Manager
2 weeks ago
Monterey, California, United States Summit Medical Staffing Nursing Full timeJob OpportunitySummit Medical Staffing Nursing is seeking a skilled travel nurse to fill a Case Management position in a dynamic healthcare setting.Key ResponsibilitiesProvide high-quality patient care as a registered nurse in a case management role.Collaborate with healthcare teams to develop and implement effective care plans.Conduct thorough assessments...
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Circular Economy and Waste Management Specialist
3 weeks ago
Monterey, California, United States Atlas Dynamics Full timeJob Opportunity at Atlas DynamicsWe are seeking a highly skilled Circular Economy and Waste Management Specialist to join our team at Atlas Dynamics. As a leading company in the field of waste management, we are committed to providing innovative solutions for a sustainable future.About the Role:Develop and implement strategies for reducing waste and...
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Digital Sales Manager
2 weeks ago
Monterey, California, United States Hearst Full timeDigital Sales Manager Job DescriptionAbout the RoleHearst Television is seeking a highly skilled Digital Sales Manager to lead our digital sales programs and provide energized leadership to our team. As a key member of our sales team, you will be responsible for developing and implementing individual advertiser account strategies, meeting with local sales...
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Associate Manager
3 days ago
Monterey, California, United States Astrana Health Full timeAbout the RoleThe Associate Manager will play a key role in Astrana Health's growth strategy by leading M&A integration and implementation efforts and supporting other operational initiatives. They will be responsible for planning and executing projects assigned by senior leaders, involving complex initiatives with cross-functional departments. Projects...
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Sales Manager
2 weeks ago
Monterey, California, United States Highgate Hotels Full timeJob Title: Senior Sales ManagerHighgate Hotels is seeking a highly skilled Senior Sales Manager to join our team. As a key member of our sales team, you will be responsible for driving revenue growth and developing strategic relationships with key accounts.Responsibilities:Attend daily Highgate Hotel Business Review (HHBR) meetings to stay informed about...
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Utilization Management Coordinator
6 days ago
Monterey, California, United States Astrana Health Full timeAbout the RoleThe Utilization Management Coordinator plays a vital role in supporting clinical, management, and client activities within the Health Services department. This position requires a strong understanding of UM processes, including pre-authorizations, retro reviews, Division of Financial Responsibilities, and Health Plan...
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Service Center Manager
2 weeks ago
Monterey, California, United States ARC Document Solutions Full timeAbout the RoleWe are seeking an experienced Assistant Service Center Manager to join our team at ARC Document Solutions. As a key member of our operations team, you will be responsible for directing the workforce to succeed in quality service, including hiring, training, and managing new and existing staff members.Key ResponsibilitiesFiscal and operational...