Relationship Manager II: Gift Planning & Client Strategy
Jobtailor
Jobtailor is seeking an experienced charitable gift planning professional to advise a diverse client base on gift planning, investment, and program management. You will deliver high-quality services to an assigned book of clients and collaborate with cross-functional teams. Responsibilities include increasing client engagement, presenting educational content, and developing proactive plans to prevent dissatisfaction, while maintaining clear internal communications. #J-18808-Ljbffr Jobtailor
- B Capital is seeking a Director of Client Advisory to support U.S. clients in developing sophisticated financial plans and managing multi-asset portfolios. This role involves partnership... ...with clients to design tailored strategies, ensuring compliance with fiduciary...Suggested
$71.87k - $114.8k
RELATIONSHIP MANAGER II Responsible for acquiring small business and personal clients and deepening existing relationships with the intent of integrating both business & personal... ..., including medical, dental and vision plans, available the first of the month following...SuggestedRemote work- Advises existing client on a wide variety of gift planning, gift investment, and program management issues Responsible for the delivery of high quality, comprehensive services to an assigned book of clients Develops plans to increase client engagement and provide early...Suggested
- ...organized, hospitality-driven Client Services Manager to support destination... ...plays a key role in design, strategy, and delivery of seamless... ...the lead for FAM tours by planning detailed itineraries,... ...banners/giveaways. Outreach & Relationship Management Process group...SuggestedWork at officeLocal areaWeekend workAfternoon shift
$100k - $140k
...important work benefits our clients and partners as much as it does... .... WWT combines the power of strategy, execution and partnership... ...workforce and delivery planning Deepening hiring manager, delivery leader, and executive relationships Translating technology initiatives...SuggestedFull timeContract workWorldwideFlexible hours- Responsibilities Collaborate with relationship partners and business... ...and action items for clients Serve as liaison... ..., attorneys, and Strategy & Marketing team to ensure... ...suggest ideas Support planning and execution of... ...development, key account management, business development,...
$90k - $110k
Description Vice President, Client Relationship Manager is responsible for providing the highest level... ...services, including legacy and estate planning, tax advisory, bespoke alternative... ...proprietary equity and fixed-income strategies. Lido offers a flexible work environment...Work at officeLocal areaFlexible hours- Responsibilities Manage day‑to‑day client relationships, support issue resolution, align on goals, and deliver product... ...document action items, and outline future strategies. Conduct periodic Workflow Assessments, including planning sessions, user shadowing,...Remote jobContract workLocal areaFlexible hours
- ...professional to lead ASC 740 tax provisions for diverse clients in the United States. The role emphasizes... ..., state, and local teams. You will manage multiple engagements, mentor staff, and deliver comprehensive tax planning, compliance, and advisory services with a focus...Local area
- ...is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice.... ...team, foster strong client relationships, prospect and contribute... ...Responsible for overseeing tax planning and compliance functions... ...of trusts, estates, gifts, and charitable entities....Private practiceWork at officeLocal area
$150k - $180k
Role Client Partner/ Business Development Manager (Media & Entertainment) Job Details We are... ...to manage and grow relationships with clients. This role... ...solutions. Drive account planning, quarterly business... ..., and long‑term growth strategies. Track market trends,...Relocation package- MWI Animal Health is seeking a Senior Director of Client Strategies responsible for managing client relationships at the C-level within veterinary supply chains. The role involves strategic account management, handling RFP processes, and developing client-focused solutions...Remote work
$150k
At JPMorgan Private Client, we are devoted to providing distinguished experiences that... ...by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will... ...through a comprehensive and personalized planning approach. Foster and deepen long‑term...Temporary workWork at officeImmediate start- ...collaborate with senior leaders to craft client-focused growth strategies, expand market share, and recruit... ...national resources and strategic relationships. Responsibilities include leading... ...activities, implementing the Sophisticated Planning Approach, and serving as a client...
- The Marina del Rey Tourism Board is looking for a Client Services Manager to coordinate marketing, support group sales, and enhance visitor experiences. This role includes managing events and ensuring a professional environment for clients and partners. The ideal candidate...
- ...Missouri is seeking a detail-oriented Office Manager responsible for various administrative... ...efficiency, and maintain strong client relationships while handling records and scheduling.... .... This role requires excellent planning, multitasking, and communication skills...Work at office
$155k - $175k
Sales Strategy & Business Development Manager - Autonomous Driving As ADMT, we develop and realize fully autonomous... ...candidate will have excellent planning, analytical, organizational and... ...and can build strong collaborative relationships with executives and key...Full timeContract workRemote workWeekend workAfternoon shiftEarly shift$71.1k - $145.9k
Business Banking Relationship Manager II Responsible for business development,... ...relationship management, and client experience of companies... ...develop a tailored relationship strategy for each client or prospect... ...bank. Responsible for planning and conducting relationship...Work experience placementWork at officeLocal area- ...California, USA. Responsibilities include exposure analysis, servicing business insurance accounts, and direct communication with clients. The role requires a high school diploma and a preference for an associate or bachelor's degree. The position offers generous time...
$71k - $135k
...our team as a Premier Relationship Manger. As a Premier Relationship Manager, you will be a trusted... ...new and existing Premier clients. Working collaboratively... ...Develop and execute strategies to proactively drive client... ...strategic marketing plans and generate new business...$110k - $120k
...posted on behalf of the following client: They are a leading lifestyle... ...a strategic, hands‑on CRM Manager to join their marketing team.... ...Marketing, you’ll lead the planning, execution, and optimization... ...audience segmentation and targeting strategy in partnership with Data &...Seasonal workWork at office- ...qualified individual to oversee landscape maintenance operations in California. Responsibilities include managing a team, maintaining client relationships, and planning daily operations. Candidates should have strong organizational skills, a valid California driver's...
- Responsibilities Serve as the main client point of contact for EVAP... ...as a partner to project managers and leadership. Create and present... ..., market access, and value strategy opportunities. Mobilize EVAP... ...strategy, marketing, market planning, business development,...Interim role
- Callan is seeking a senior investment consultant to lead complex client relationships and deliver customized investment solutions across asset allocation, manager structure, and monitoring. You will collaborate with consultants and clients, present findings, and help shape...
- ...loans Prospect for and close new business relationships Retain and expand relationships with existing... ...products and services to prospects and clients Take a leadership role in all aspects of client relationship management Dedication to customers, quality, accountability...
$78k - $97.5k
...solutions firm is seeking a Strategic Client Executive in California to deliver... ...Responsibilities include fostering relationships and presenting strategies to clients. The position offers a competitive... ...medical, dental, and a 401(k) plan, with opportunities for career...- ## Account Manager II, Commercial LinesSolicitarremote type: Hybrid Workinglocations: Ventura... ...insurance solutions that put our clients in control. Our growing team of professionals... ...critically analyzes and compares insurance plans to determine suitability.* Coordinates...Contract workWork at officeLocal area
- ...Job Overview The Cosmetics Client Development Manager leads with passion and purpose... ...strong, trust‑based client relationships while driving sustainable... ...and annual sales metrics. Plan and execute business‑... ...customer find the perfect gift, streamlining operations in...Full timeWork experience placementSeasonal workFlexible hoursAfternoon shift
$130k - $190k
...motivated Growth Director to drive growth in their Technology and Marketing services. You will lead the pitch process, develop relationships with clients, and enhance the company's positioning. The ideal candidate has 10+ years of agency sales experience, particularly in...Remote job- A well-regarded construction firm in California is seeking a Project Manager to oversee projects from initiation to completion. This role emphasizes strong collaboration with clients and field teams to ensure quality outcomes. Candidates must have at least 5 years of project...
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