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associate account manager

client relationship manager

icapital

<div><h3 class="jobSectionHeader"><b>About the Role</b></h3>
<p>
iCapital is looking to hire a Vice President to join the Structured Investments team. This role will support the Structured Investments team, within the firm&rsquo;s technology platform, by owning, developing, and maintaining the structured investments eco-system on the platform for clients. The team develops and manages the technology platform experience with many of iCapital&rsquo;s largest clients, including investment banks, broker-dealers, private banks, and RIAs throughout the United States. This individual will help manage and grow relationships with our issuing partners, serving as a key point of contact and assisting in developing and executing the firm&rsquo;s strategy and solutions in the structured investments market.</p>
<h3 class="jobSectionHeader"><b>
Responsibilities</b></h3>
<ul><li>Support the management of relationships with iCapital's issuing partners, serving as a key point of contact &mdash; coordinating regular touchpoints such as meetings, check-ins, and events, and responding to partner questions and requests.</li>
<li>Help maintain and grow existing partnerships and support the onboarding of new issuers onto the platform.</li>
<li>Translate partner needs and feedback into platform enhancements, owning the resulting projects and partnering with Product and Engineering to prioritize and deliver them while balancing competing partner priorities.</li>
<li>Develop presentations, updates, and reporting for both partners and internal stakeholders, using data and analysis to inform decisions.</li>
<li>Aggregate, manipulate, and analyze large data sets to generate reports and surface insights, with excellent attention to detail.</li>
<li>Collaborate with teams across the firm &mdash; including Product, Engineering, Legal, Marketing, and Compliance &mdash; to deliver a robust, well-supported platform solution and drive process improvement.</li>
<li>Assist in the development and execution of the firm's overarching strategy for the Structured Investments business line.</li>
</ul><h3 class="jobSectionHeader"><b>Qualifications</b></h3>
<ul><li>Bachelor&rsquo;s degree is required</li>
<li>5+ years of relevant experience in trading, business development, or relationship management in the structured investments market or broader financial markets industry</li>
<li>Experience working with or covering structured products is a plus</li>
<li>Strong analytical and problem-solving skills and a high level of attention to detail</li>
<li>Strong written and verbal communication skills</li>
<li>Able to successfully operate in a fast-paced environment</li>
<li>Strategic mindset and able to work independently</li>
<li>Demonstrated client service skills with stakeholders and clients</li>
<li>Excellent organizational skills</li>
<li>Desire to work in a cross-functional and collaborative environment</li>
<li>Proficient in Microsoft Suite (Excel, PowerPoint, Word)</li>
<li>Series 7 and 63 certifications are required or obtained within 90 days of hire</li>
</ul><h3 class="jobSectionHeader"><b>Benefits</b></h3>
<p>
The base salary range for this role is $170,000 to $200,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).</p>
<p>
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.</p>
<p>
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/</p>
<p>
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.</p></div>

Client Relationship Manager, Structured Investments - Issuer Coverage - Vice President

mLabs

<div><p><b>Location: New York; London</b></p><p><b>
On-site | Full-time</b></p><p><b>
Compensation: Base: $100K &ndash; $180K
</b></p><p></p><p>Our client is a fast-growing, venture-backed technology and services company backed by top-tier investors (including Y Combinator, Atomico, and Eurazeo) with over $15M in funding. Operating within a high-value industry, the client provides end-to-end operational and AI-enabled infrastructure solutions that help partners achieve significantly faster processing times, superior service quality, and optimized economics.</p><p>
The client is seeking a high-caliber <b>Founding Account Manager</b> to join the team in either their <b>New York City or London</b> office. This is an on-site, high-intensity role designed for a commercially minded, relationship-driven professional looking to own key accounts end-to-end. Working closely with executive leadership, the Founding Account Manager will serve as the primary internal quarterback for strategic accounts, driving onboarding, client retention, account expansion, and cross-functional operational execution.</p><p></p><p><b>
Key Responsibilities</b></p><ul><li><b>
Lead Onboarding and Go-Live Execution:</b> Build structured implementation plans, manage project timelines, and coordinate cross-functional resources to ensure seamless client launches.</li><li><b>
Cross-Functional Coordination:</b> Collaborate closely with Operations, Claims, and Product teams to resolve issues rapidly, unblock bottlenecks, and maintain strong client trust.</li><li><b>
Account Governance &amp; Cadence:</b> Drive executive updates, oversee SLA compliance, manage escalation pathways, and build tailored account success plans.</li><li><b>
Risk Mitigation &amp; Retention:</b> Identify delivery risks early, proactively de-escalate potential issues, and secure ongoing renewals and referenceable client relationships.</li><li><b>
Revenue Expansion:</b> Identify and close upsell and cross-sell opportunities across new lines, geographic regions, volume tiers, and program expansions.</li><li><b>
Process Optimization:</b> Translate operational learnings into scalable, repeatable playbooks, frameworks, and team routines to support long-term growth.</li></ul><br>
<b>
Requirements</b><br>
<ul><li><b>
Experience:</b> 5 to 10 years of experience in high-touch, relationship-driven Account Management within B2B core infrastructure, enterprise software, or complex operational services. (Note: Pure Customer Success experience will not be considered for this position).</li><li><b>
Deal Size:</b> Proven track record of managing enterprise accounts valued at $150k+ Annual Contract Value (ACV).</li><li><b>
Target Achievement:</b> Demonstrated history of hitting or exceeding revenue and performance targets within the past 12 months.</li><li><b>
Industry Background:</b> Relevant background in InsurTech, FinTech (B2B/B2B2C), RegTech, PropTech, ConstructionTech, LegalTech, Logistics, Manufacturing, or Government Tech sectors. Knowledge of insurance industry mechanics or third-party administration is a strong plus.</li><li><b>
Career Stability:</b> Stable employment trajectory, with no more than 3 job moves within the past 5 years.</li><li><b>
Location &amp; Work Authorization:</b> Must be based in (or willing to relocate to) London or New York City, with full legal authorization to work in the UK or US without requiring current or future sponsorship.</li><li><b>
Workplace Preference:</b> Ability and willingness to work fully on-site in a high-intensity, high-output office environment.</li></ul><br>
<b>
Benefits</b><br>
<ul><li>
Competitive base compensation exceeding industry standard benchmarks.</li><li>
Quarterly performance bonus structure (up to 15% of quarterly salary).</li><li>
Early-stage equity participation package (stock options).</li><li>
Comprehensive medical insurance coverage.</li><li>
Retirement benefits, including a 401(k) with a 5% employer match (US) or employer pension contributions (UK).</li><li>
Fast-tracked career progression opportunities within a rapidly scaling organization.</li></ul><p><br>
</p><p></p><p><b>Due to the high volume of applications we anticipate, we regret that we are unable to provide individual feedback to all candidates. If you do not hear back from us within 4 weeks of your application, please assume that you have not been successful on this occasion. We genuinely appreciate your interest and wish you the best in your job search.</b></p><p><b>
Commitment to Equality and Accessibility:</b></p><p>
At MLabs, we are committed to offer equal opportunities to all candidates. We ensure no discrimination, accessible job adverts, and providing information in accessible formats. Our goal is to foster a diverse, inclusive workplace with equal opportunities for all. If you need any reasonable adjustments during any part of the hiring process or you would like to see the job-advert in an accessible format please let us know at the earliest opportunity by emailing human-resources@mlabs.city.</p><p></p><p>
MLabs Ltd collects and processes the personal information you provide such as your contact details, work history, resume, and other relevant data for recruitment purposes only. This information is managed securely in accordance with MLabs Ltd&rsquo;s Privacy Policy and Information Security Policy, and in compliance with applicable data protection laws. Your data may be shared only with clients and trusted partners where necessary for recruitment purposes. You may request the deletion of your data or withdraw your consent at any time by contacting legal@mlabs.city.</p></div><p></p>

Founding Account Manager

JPMorganChase

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<p>If you are customer focused, enjoy building relationships, and providing financial advice to Government Not-for-Profit clients, then a role as a Business Relationship Manager Senior Government Not-for-Profit is for you.</p>
<p>As a Business Relationship Manager (BRM) Senior Government Not-for-Profit in Business Banking, you'll manage existing client relationships and develop new business strategies focused on client selection. You'll provide an outstanding client experience, and maintain adherence to the regulatory, legal, and risk management frameworks unique to these client segments.</p>
<p><b>Job Responsibilities</b></p>
<ul><li>Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services</li>
<li>Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of Government Not-for-Profit clients</li>
<li>Manage a portfolio of clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients</li>
<li>Manage credit opportunities within assigned portfolio up to $40 million</li>
<li>Utilize extensive referral networks and centers of influence to identify and pursue potential new clients, looking for ways to cultivate a long-term relationship</li>
<li>Build relationships by calling on existing clients to truly understand their organizations/institutions and analyze product and service growth opportunities and ensure profitability of Government Not-for-Profit portfolio</li>
<li>Protect the firm by following sound risk management protocols and adhering to regulatory requirements</li>
</ul><p><b>Required qualifications,</b><b> capabilities, and skills</b></p>
<ul><li>Minimum of 8 years' experience in business banking relationship management role or related business lending experience</li>
<li>Bachelor's degree in Finance or related field, or equivalent work experience</li>
<li>Knowledge of the unique requirements, laws, regulations, and risk management for Government Not-for-Profit client base; familiarity with the formal Request For Proposal process and due diligence</li>
<li>Able to identify innovative solutions to best serve client and/or manage risk</li>
<li>Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches segment trends and outcomes to anticipate client needs and present proactive solutions</li>
<li>Strong current business network; viewed as a leader in community organizations such as Chambers of Commerce, Non-Profit boards</li>
</ul><p><b>Preferred qualifications, capabilities, and skills</b></p>
<p></p><ul><li>Expert knowledge of business, credit underwriting with commercial credit training.</li>
</ul><b>ABOUT US</b><br>
<br>
<br>
<p>Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><p></p><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p></p><p>Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
<br>
<div>Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.<br>
</div><div></div><br>
<div>Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.</div></div>

Business Relationship Manager Senior Not for Profit- Vice President

FlowX.ai

<div><p>FlowX.AI is an agentic AI platform for large-scale, mission-critical applications. We started in regulated industries - banking and insurance - and have successfully landed major deals in government and defense. We're now expanding into new verticals including logistics, manufacturing, healthcare, and construction.</p><p>
Our platform enables large organizations to deploy, run, and monitor mission-critical AI agents at scale. We provide the governance layers and robustness that AI agents need to operate reliably across the most important business processes.</p><p><b>
Mission</b></p><p>
As a Customer Success Manager, your role is to oversee and drive the success of our US clients. The relationship starts the moment the agreement is signed - sometimes earlier - and you'll own it end-to-end from there. You enable, support, and provide oversight for the customer making sure they're able to deliver against the strategic priorities set by executives. Working alongside the client, you drive the adoption of the platform across their teams, manage the implementation project through to go-live, and help showcase the measurable value the solution brings - turning early wins into long-term, organization-wide success and expanded revenue.</p><p><b>
What you would do on a daily basis:</b></p><ul><li>
Reviewing progress of the customer team against the implementation plan / roadmap, from signature through go-live and beyond.</li><li>
Identifying friction points and blockers, and helping the customer team work through them.</li><li>
Working with the product team on identified platform issues to drive resolution.</li><li>
Understanding the pain points of the client and showing the value of the platform being offered.</li><li>
Managing the account like a trusted advisor - understanding their workflows well enough to be seen as an extension of their team.</li><li>
Partnering closely with the sales team to identify renewal and upsell opportunities and grow ARR and DMR.</li><li>
Putting the client's needs first.</li></ul><p></p><p><b>
Who you are:</b></p><ul><li>
3+ years of experience as a Customer Success Manager, Account Manager, or another client-facing role.</li><li>
Experience managing implementation projects, with solid project management skills.</li><li>
Commercial understanding of customer success - comfortable owning renewal and upsell conversations, not just adoption.</li><li>
Strong analytical skills and mindset.</li><li>
Excellent English verbal and written communication/presentation skills.</li><li>
Flexible with working hours - this isn't a 9-to-5 role, and you may need to start earlier to overlap with international teams and US client schedules.</li></ul><p></p><p><b>
What's in it for you:</b></p><ul><li>
Joining a product company in such early stages means you are invited to leave a print on the evolution of both the business and the product.</li><li>
Work directly with the tech and business leadership of European and American companies to transform digital experiences.</li><li>
Direct involvement in further building the team &amp; the culture.</li><li>
Early-stage equity package to be considered.</li></ul><p></p><p><b>
Location: New York City</b></p><b><br>
Benefits</b><br>
<ul><li>
Health Care Plan (Medical, Dental &amp; Vision)</li><li>
Retirement Plan (401k, IRA)</li><li>
Paid Time Off (Vacation, Sick &amp; Public Holidays)</li><li>
Training &amp; Development</li></ul></div>

Customer Success Manager

Truist

<div><p><b>The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.</b></p><p></p><p>
Need Help?</p><p></p><p><i>
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to </i><i>Accessibility</i><i> (accommodation requests only; other inquiries won't receive a response).</i></p><p></p><p><b>
Regular or Temporary:</b></p>
Regular<p></p><p><b>
Language Fluency: </b>English (Required)</p><p></p><p><b>
Work Shift:</b></p>
1st shift (United States of America)<p></p><h3 class="jobSectionHeader"><b>
Please review the following job description:</b></h3><p></p>
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client&rsquo;s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.<p></p><p>
ESSENTIAL DUTIES AND RESPONSIBILITIES<br>
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.<br>
1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.<br>
2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.<br>
3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.<br>
4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients&rsquo; unique needs.<br>
5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.<br>
6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.<br>
7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.<br>
8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.</p><p>
Additional incentive pay is available for this position.</p><p>
The annual base salary for this position is $45,760-$52,500</p><p><br>
QUALIFICATIONS<br>
Required Qualifications:<br>
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<br>
1. High school diploma or equivalent education<br>
2. Two years of teller or cash handling or client service experience<br>
3. Six months of client relationship building or sales experience<br>
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects<br>
5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation<br>
6. Ability to multi-task under time constraints<br>
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products<br>
8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes<br>
9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included<br>
<br>
Preferred Qualifications:</p><p>
1. One year of client relationship building or sales experience<br>
2. Knowledge of advanced or complex branch transactions, risk management and loss prevention<br>
3. Experience with sourcing and prospecting for new clients and client relationship building<br>
4. General understanding of bank operations, policies and procedures</p><p></p><p><b><br>
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: </b>All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist&rsquo;s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist&rsquo;s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.</p><p></p><p><b><i>
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.</i></b></p><p></p><p>
EEO is the Law E-Verify IER Right to Work</p></div>

Universal Banker- Hamilton

Center for Urban Community Services

<div><div>The Center for Urban Community Services, (CUCS), is an acclaimed human services organization and one of the nation's largest providers of housing and social services. CUCS is a leader in implementing new practices, sharing knowledge and assisting in shaping local, state and national strategies, so that persons who are homeless, low-income, living with mental illness, or have other special needs can live successfully in the community.</div><br>
<div></div>
<div></div>
<div>CUCS invites applications for a case management position at the Street Outreach Program. CUCS is the lead support agency in the Manhattan Outreach Consortium (MOC) that uses the Housing First model. MOC is a coalition of neighborhood-based organizations working together to permanently house homeless people living on Manhattan streets.</div><br>
<div></div>
<div></div>
<div>The Case Manager provides a full range of direct services to clients living on the streets and pursuing permanent housing. The Case Manager will work within an interdisciplinary team focusing on moving people off the streets of Upper Manhattan into permanent housing and successfully reintegrating into their communities. The Case Manager&rsquo;s responsibilities will include outreach to clients living on the street as well assisting their caseload with obtaining permanent housing, helping clients live full and satisfying lives in the community, helping their team and program to function well and meeting their contractual obligations including achieving contracted housing placement goals, and striving as appropriate to their role, to fulfill the CUCS programs&rsquo; core purpose, core values and vision statements.</div><br>
<p></p>
<p>
Success in this role requires strong relationship-building skills, sound judgment, effective crisis intervention, and a commitment to empowering clients through strengths-based, trauma-informed services.</p><br>
<p></p>
<p><b>
Essential functions include, but are not limited to:</b></p>
<ul><li>
Develop and maintain collaborative, professional relationships with clients while creating, implementing, and regularly updating individualized service plans that reflect each client's strengths, goals, and needs.</li><li>
Conduct ongoing assessments and monitor client progress, adjusting service plans as appropriate to support long-term stability and recovery.</li><li>
Coordinate comprehensive services and referrals to address housing, healthcare, behavioral health, substance use, employment, education, financial, and social service needs.</li><li>
Assist clients with obtaining and maintaining public benefits by completing applications, coordinating appointments, monitoring renewals, and advocating with federal, state, and local agencies.</li><li>
Support clients in securing and maintaining permanent housing, including housing searches, application completion, move-in coordination, landlord communication, annual recertifications, apartment inspections, and tenancy preservation.</li><li>
Provide crisis intervention, institutional visits, discharge planning, and coordination with hospitals, shelters, emergency responders, and other community providers.</li><li>
Deliver services both onsite and throughout the community, including home visits and accompanying clients to medical appointments, housing interviews, court appearances, benefits offices, schools, job interviews, and other essential appointments.</li><li>
Facilitate individual and group services, including recreational activities, psychoeducational groups, evidence-based interventions, and wellness programming.</li><li>
Support clients with activities of daily living, including personal care, housekeeping, laundry, hoarding mitigation, pest remediation, donation coordination, and maintaining safe living environments.</li><li>
Support new client admissions by assisting with orientation, distributing essential household items, processing belongings through the PackTite system, and assisting with bed bug remediation when necessary.</li><li>
Maintain timely, accurate, and comprehensive documentation, including progress notes, assessments, Individualized Living Plans (ILPs), benefit documentation, and other required records in accordance with agency, regulatory, and funder requirements.</li><li>
Maintain required monthly client contact standards and ensure all services are delivered in compliance with agency policies, licensing requirements, and contractual obligations.</li><li>
Protect client confidentiality and uphold all ethical, professional, and regulatory standards.</li><li>
Participate in required trainings, team meetings, supervision, and professional development activities.</li><li>
Perform other duties as assigned.</li><li><b>
Please note:</b> Specific responsibilities may vary based on program assignment, funding requirements, and client population.</li></ul><div>
A valid drivers license is required.</div>
<div>Four 12am-5am shifts per year are required for quarterly counts.</div>
<h3 class="jobSectionHeader"><b>Education &amp; Experience</b></h3>
<ul><li><b>Case Manager I:</b> High School Diploma or equivalent and two (2) years of relevant work experience (Non-HASA funded sites only).</li><li><b>
Case Manager II:</b> Bachelor's Degree; or High School Diploma or equivalent and four (4) years of relevant work experience.</li><li><b>
Case Manager III:</b> Bachelor's Degree and two (2) years of relevant work experience; or BSW and one (1) year of relevant work experience; or High School Diploma or equivalent and six (6) years of relevant work experience.</li><li><b>
Case Manager IV:</b> Bachelor's Degree and four (4) years of relevant work experience; or BSW and three (3) years of relevant work experience; or High School Diploma or equivalent and eight (8) years of relevant work experience.</li><li><b>
Case Manager V:</b> Internal Only</li></ul>
<p><b>
Note:</b> For applicants without a college degree, every 30 college credits earned may be substituted for one (1) year of relevant work experience. At HASA-funded sites, college credits may not be substituted unless the applicant has at least four (4) years of relevant work experience. Relevant experience must directly relate to the essential functions of this position.</p><br>
<p></p>
<h3 class="jobSectionHeader"><b>
Knowledge, Skills &amp; Abilities</b></h3>
<ul><li>Demonstrated ability to provide services to specialized populations.</li><li>
Proficiency with Microsoft Office Suite and general computer applications.</li><li>
Strong verbal and written communication skills, with the ability to communicate clearly, professionally, and effectively with diverse audiences.</li><li>
Excellent organizational, time management, collaboration, and interpersonal skills.</li><li>
Ability to work independently while contributing effectively as part of a multidisciplinary team.</li><li>
Bilingual/multilingual language skills, as required or preferred by the assigned program.</li></ul>
<h3 class="jobSectionHeader"><b>Physical Requirements</b></h3>
<ul><li>Ability to sit and stand for extended periods of time.</li><li>
Ability to walk, bend, reach overhead, grasp, push, pull, and perform routine physical movements.</li><li>
Ability to lift and move items weighing up to 30 pounds.</li><li>
Ability to walk up and down stairs (most agency locations are equipped with elevators).</li><li>
Ability to work primarily indoors in a standard office environment and operate standard office equipment. Some community-based programs may require working outdoors.</li><li>
Ability to read computer screens and written documents and accurately enter data into electronic systems.</li><li>
Ability to accompany clients using public transportation for extended periods.</li><li>
Ability to travel to various locations to provide client escort services.</li></ul>
<p><b>
Additional Requirements (as applicable to the position):</b></p>
<ul><li>
Field-based position requiring travel throughout the five boroughs of New York City and, when necessary, locations outside of New York City.</li><li>
Valid driver's license with a satisfactory motor vehicle record (MVR).</li><li>
Ability to spend the full workday in the field.</li><li>
Ability to work in various weather conditions, including inclement weather.</li></ul><p><b>
Benefits We Offer:</b></p>
<ul><li>
Annual Time Off Benefits: 17 days of PTO for new hires, 20 days of PTO after 1 yr of service, 27 days of PTO after 5 yrs of service, 10 Sick days, 3 personal days, 12 paid holidays</li><li>
Comprehensive medical, vision, and dental plans</li><li>
Employee Assistance Program (EAP)</li><li>
403(b) Retirement Plan</li><li>
Pre-tax savings plan (including Flexible Spending Accounts and Commuter Benefit Plan)</li><li>
Transit Subsidy</li><li>
Paid Family Leave; Short-Term Disability insurance</li><li>
Health Savings account</li><li>
Life insurance</li><li>
Tuition reimbursement</li></ul></div>

Case Manager

<div><b>JOB DESCRIPTION</b><br>
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<div>Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.<br>
</div><div>As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives. You will participate in the three-year development plan designed for a progression of job functions to develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position.</div><div><br>
</div><div><b>Job responsibilities</b></div><div><ul><li>
Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models</li><li>
Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research</li><li>
Develop an understanding of clients' Treasury cash management structure and objectives</li><li>
Coordinate with product partners to develop comprehensive Treasury solutions</li><li>
Develop and understand competitors' products and positioning within the client &amp; market</li><li>
Work with the TMO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately</li><li>
Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing</li></ul></div><div><b>
Required qualifications, capabilities, and skills</b></div><div><ul><li>
Bachelor's Degree</li><li>
Three+ years' relevant banking and treasury experience</li><li>
Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment</li><li>
Superior verbal and written communication skills with the ability to mobilize internal networks and resources</li><li>
Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures</li><li>
Proficiency in Microsoft Office (PowerPoint, Excel and Word)</li><li>
Ambition to develop into an individual sales contributor</li></ul></div><div><b>
Preferred qualifications, capabilities, and skills</b></div><div><ul><li>
Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions</li><li>
Sales, portfolio management or relationship management experience</li><li>
Qualitative and quantitative skills</li></ul></div>
<b>ABOUT US</b><br>
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<div><div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
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<b>ABOUT THE TEAM</b><br>
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<div>J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.<br>
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Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.</div></div>

Treasury Sales Associate - Mid-Corporate Banking

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