client solutions director

Invespy

<p><b>Job Description</b></p><p>The Director of Client Servicing is responsible for leading client relationships, overseeing account strategy, and ensuring the successful execution of campaigns. He / She act as the main point of contact for senior clients, driving business growth and ensuring exceptional service delivery.</p><p><b>Key Responsibilities:</b></p><ul><li>Lead and manage client relationships, serving as a strategic partner.</li><li>Develop and oversee account strategies, ensuring alignment with client objectives.</li><li>Drive revenue growth by identifying new business opportunities and expanding existing accounts.</li><li>Monitor financial performance, ensuring profitability and budget adherence.</li><li>Drive Agency standing by consistently improving the quality of service and output</li><li>Oversee the execution of 360-degree branding and advertising campaigns, ensuring quality and efficiency.</li><li>Collaborate with creative, media, and production teams to ensure seamless project execution.</li><li>Manage and mentor account teams, fostering professional growth and independent operation.</li><li><b>Task Management:</b> Delegate responsibilities across teams, ensuring workflow efficiency and accountability.</li><li><b>Campaign Oversight &amp; Performance Monitoring:</b> Track campaign progress, analyze performance metrics, and optimize strategies for improved results.</li><li>Stay updated on industry trends, competitive activities, and market dynamics.</li></ul><p><b>We are looking for someone who has:</b></p><ul><li>Minimum 8&ndash;12 years of experience in client servicing, account management, or agency leadership</li><li>At least 3&ndash;5 years in a senior leadership role (Account Director / Client Services Lead / Business Director)</li><li>Experience in a full-service marketing agency (creative, digital, media, branding, production) is preferred.</li><li>GCC/Middle East market experience is a strong advantage</li><li>Ability to act as the primary strategic advisor to key accounts</li><li>Experience in leading Account Managers, Account Executive and cross-functional teams</li><li>Strategic thinker with strong commercial mindset</li><li>Confident, diplomatic, and solutions-oriented</li><li>Highly organized and deadline-driven</li><li>Strong negotiation and conflict resolution skills</li></ul><p>Job Type: Full-time</p>

Client Services Director

Holtec International

<div><div>The <b>Director of Client Relations</b> is responsible for driving client satisfaction and achieving business growth within their assigned client base while providing strategic leadership for key client relationships. Reporting to the EVP of Business Development, this role represents Holtec&rsquo;s full portfolio of products and services and serves as a senior commercial interface with customers. The Director of Client Relations is accountable for leading the sales process to identify customer needs and challenges and to develop and offer integrated solutions by leveraging the expertise of corporate engineering, manufacturing, and site services. Working closely with Company Subject Matter Experts and the project management team, this position plays a critical role in shaping account strategy, delivering winning technical solutions, preparing proposals, and leading or supporting complex contract negotiations that drive long‑term client growth.</div><div></div><div><b><br>
Location: </b>Camden, NJ or Remote (U.S.‑based candidates in FL, GA, IL, MA, MD, MI, NJ, NY, OH, PA, or TN)</div><div></div><div><b><br>
Primary Responsibilities:</b></div><br>
<div></div><ul><li>
Sales Performance: Meet or exceed annual sales targets through proactive client engagement, opportunity identification, and effective pipeline management.</li><li>
Client Partnerships: Build and maintain trusted, solution‑oriented relationships with clients through transparent, effective communication and regular engagement.</li><li>
Product Knowledge: Maintain a comprehensive understanding of Holtec&rsquo;s products and services, enabling effective communication of technical and sales-related information to clients.</li><li>
Business Development: Identify and pursue new business opportunities that align with client needs and the company's strategic objectives.</li><li>
Lead commercial strategy for high‑value or strategic client accounts, serve as executive‑level client interface for complex or high‑risk opportunities</li><li>
Mentor and guide Client Relations team and support sales best practices</li><li>
Solution &amp; Proposal Development: Analyze customer requirements and develop integrated solutions leveraging corporate engineering, manufacturing, and site services; lead or support proposal development to align with client expectations.</li><li>
Presentations: Deliver technical presentations to diverse audiences at varying organizational levels, showcasing Holtec&rsquo;s expertise and solutions.</li><li>
Sales Funnel Management: Maintain accurate and up-to-date information in the sales funnel software to ensure accurate and timely tracking of sales opportunities.</li><li>
Contracting &amp; Handover: Lead or support contract negotiations in collaboration with executive leadership, legal, finance, and project teams; transition executed contracts to project management for successful delivery.</li><li>
Project &amp; Account Support: Provide post‑award support to project teams, as needed, to ensure customer satisfaction and successful contract execution.</li><li>
Market Intelligence: Monitor competitor activity and emerging market trends; provide insights to inform business development and corporate strategy.</li><li>
Cross-functional Leadership: Coordinate and lead cross‑functional teams in preparation for and during client engagements to ensure alignment and readiness.</li><li>
Reporting &amp; Travel: Prepare regular sales reports and travel 25&ndash;50% to customer sites and conferences as required.</li></ul><div></div><div><b><br>
Requirements:</b></div><ul><li>
8+ years&rsquo; experience in the Nuclear Power industry, preferably in business development, project execution, or project management
</li><li>Bachelor&rsquo;s degree in a STEM field; Mechanical or Nuclear Engineering strongly preferred.
</li><li>U.S. Citizen or Permanent Resident Status and ability to obtain and maintain unescorted access to nuclear power facilities</li><li>
Technical<b> </b>Knowledge (preferred): Dry storage of used nuclear fuel, heat transfer equipment, small modular reactors (SMRs), and high‑level waste storage/transport technologies</li><li>
Demonstrated ability to grow and expand client support and partnerships</li><li>
Strong business development capabilities with the ability to address complex technical and commercial challenges</li><li>
Excellent written and verbal communication skills</li><li>
Strong interpersonal skills for client and cross‑functional collaboration</li><li>
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Teams)</li><li>
Ability to work independently and meet objectives with minimal supervision</li><li>
Ability to travel 25&ndash;50% to customer sites and conferences</li></ul><div></div><div><b><br>
A Generation Ahead by Design&trade;</b><br>
<i>Investing in people who power the future.</i></div><div></div><div><br>
We believe great work deserves great rewards. Our benefits go beyond the basics, reflecting our commitment to supporting your whole self&hellip;your health, your future, and your career growth. This includes:</div><div></div><div><b><br>
Compensation:</b></div><ul><li>
Annual compensation based on skills and experience ranging from $170,000 to $190,000</li><li>
Additional compensation earned through incentive structure</li></ul><div></div><div><b><br>
Benefits:</b></div><ul><li>
Medical, dental, and vision insurance</li><li>
401(k) retirement plan with company match</li><li>
Paid time off and 11 Paid Holidays</li><li>
Company-paid life and AD&amp;D insurance</li><li>
Employee Assistance Program</li><li>
Wellness resources and voluntary benefits</li><li>
Training and educational assistance</li></ul><div></div><div><br>
If you&rsquo;re driven to solve meaningful challenges and make a lasting impact, we invite you to build your career at Holtec&mdash;<i>a generation ahead by design&trade;</i>.</div></div>

Director of Client Relations

Silverchair

<div><p><b>About Silverchair</b></p>
<p>Silverchair is the premier independent platform partner for scholarly and professional publishers, dedicated to expanding the reach of the world&rsquo;s most valuable knowledge. By connecting creators, publishers, and users, we amplify the impact of scholarship and enhance the accessibility of critical information. Our global teams build, maintain, and innovate platforms across the publishing lifecycle, facilitating submission, peer review, hosting, dissemination, and impact measurement.</p>
<p>The Silverchair Platform hosts critical research content from such prestigious publishers as Oxford University Press, the American Medical Association, and McGraw Hill, comprising more than 12 million articles and 97k books. ScholarOne Manuscripts is the world's leading scholarly workflow management platform, processing over 3 million manuscripts annually for 9,000+ journal sites and serving 1.1 million monthly active users. ScholarOne Conferences streamlines the academic conference lifecycle for 135+ conferences annually, supporting scholarly publishers and associations worldwide.</p>
<p>Silverchair is a remote-first organization with Silverchairians living and working in over ten countries supporting our clients and operations throughout the globe.</p>
<p><b>DEI Statement</b></p>
<p>At Silverchair, we celebrate and embrace diversity in all its forms. We are committed to fostering an inclusive environment from the moment you consider joining our team. We actively encourage candidates from diverse backgrounds to apply, believing that a variety of perspectives and experiences enriches our community, drives innovation, and strengthens our impact.</p>
<p>Equity and inclusion are at the core of our hiring practices, and we strive to build a team that reflects a broad spectrum of cultures, experiences, and viewpoints. We are particularly committed to increasing representation from groups historically underrepresented in technology careers. Your unique experiences and perspectives are not just welcomed but are integral to our collective success. Join us in our mission to create a culture that unites and brings out the best in all of us.</p>
<p>Learn more about our commitment to diversity, equity, and inclusion at Silverchair.</p>
<p><b>Overview</b></p>
<p>The Director of Client Services reports to the VP, Customer Care and is responsible for defining the strategic vision and operational design of Client Services as Silverchair grows. This position determines how Client Services should evolve to meet increasingly sophisticated client expectations while maintaining scalability, profitability, and team sustainability.</p>
<p>The Director shapes what excellent support looks like at Silverchair&mdash;designing service delivery models, organizational structures, and operational frameworks that position Client Services as a competitive advantage. This role translates strategic vision into working operations, making critical decisions about team composition, resource allocation, technology adoption, and process improvement. The Director oversees internal teams, third-party vendor staff, and contractors, ensuring seamless integration and consistent service excellence across all employment types.</p>
<p>As the architect of Client Services' future state, the Director leads continuous evolution of how we support clients, how teams operate, and how we measure success.</p>
<h3 class="jobSectionHeader"><b>Essential Functions:</b></h3>
<p><b>Service Design and Organizational Strategy:</b></p>
<ul><li>Design how Client Services operates including team structure, coverage hours, support channels, and escalation paths</li>
<li>Define service standards and response frameworks that meet client expectations while remaining scalable and cost-effective</li>
<li>Assess expansion needs including geographic reach and coverage models, supporting team stability as we grow</li>
<li>Design organizational structure including team composition, leadership roles, and reporting relationships</li>
<li>Determine the right staffing balance across employment types to meet current and future needs, building business cases for headcount requests, technology investments, and resource requirements</li>
<li>Create career paths and development frameworks for team members</li>
</ul>
<p><b>Leadership and People Management:</b></p>
<ul><li>Provide direction and leadership to the Client Services Manager and management team</li>
<li>Directly manage employees and contractors, or determine the optimal management structure for these team members</li>
<li>Foster a culture focused on continuous improvement, customer service, and operational excellence</li>
<li>Mentor and develop direct reports, emphasizing strategic thinking and leadership growth</li>
<li>Oversee performance management, career development, and succession planning for all Client Services staff</li>
<li>Make hiring and termination decisions for employees and contractors within approved headcount</li>
<li>Ensure effective collaboration across different employment types</li>
</ul>
<p><b>Vendor Partnerships:</b></p>
<ul><li>Oversee relationships with third-party service providers, partnering with VP, Customer Care on vendor performance and contracts</li>
<li>Ensure vendor capabilities align with service needs and integrate effectively with internal teams</li>
<li>Serve as executive escalation point for high-stakes client issues</li>
</ul>
<p><b>Financial Management and Performance:</b></p>
<ul><li>Develop annual department budgets with VP, Customer Care</li>
<li>Define and track cost per ticket, resource utilization, efficiency metrics, and SLA compliance</li>
<li>Forecast resource needs based on client growth and service volume trends</li>
<li>Use data to drive improvements and hold teams accountable through clear expectations</li>
</ul>
<p><b>Client Insights and Cross-Functional Collaboration:</b></p>
<ul><li>Analyze patterns from client interactions to inform product and platform improvements</li>
<li>Work with Sales and Customer Success to identify upsell, cross-sell, and expansion opportunities</li>
<li>Track client health indicators that affect retention and growth</li>
<li>Partner with Product, Engineering, Sales, and Customer Success on shared objectives</li>
<li>Ensure Client Services Manager works effectively with development teams like WD-40</li>
<li>Collaborate with VP, Delivery on prioritization and resource allocation</li>
</ul>
<p><b>Technology, AI, and Process Improvement:</b></p>
<ul><li>Drive adoption of new technologies including AI and automation to improve efficiency</li>
<li>Establish AI guidelines and ethical frameworks, building AI skills across all staff</li>
<li>Lead technology implementations and AI initiatives that improve service delivery</li>
<li>Identify opportunities for better data analytics, knowledge management, and self-service</li>
<li>Work with Client Services Manager to monitor knowledge base and documentation effectiveness</li>
<li>Model responsible AI use with appropriate human oversight</li>
</ul><h3 class="jobSectionHeader"><b>Required Skills:</b></h3>
<ul><li>Proven ability to design and lead technical support organizations</li>
<li>Strategic thinking with ability to turn vision into working operations</li>
<li>Strong communication skills for working with executives, clients, and team members</li>
<li>Budget management and business case development experience</li>
<li>Experience managing distributed teams with different employment types</li>
<li>People management skills including coaching, performance management, and talent development</li>
<li>Data-driven decision making and problem-solving abilities</li>
<li>Change management skills for leading organizational transitions</li>
<li>Deep understanding of customer support operations and service delivery</li>
</ul><h3 class="jobSectionHeader"><b>Desired Experience:</b></h3>
<ul><li>Bachelor's degree in business, computer science, information science, or related field; advanced degree preferred</li>
<li>7+ years progressive leadership in technical support or client services</li>
<li>Experience designing service delivery models and organizational structures</li>
<li>Experience with vendor partnerships and third-party service delivery</li>
<li>Experience directly managing technical teams and individual contributors</li>
<li>Software or SaaS company experience, preferably B2B or enterprise</li>
<li>Publishing industry, academic technology, or scholarly communications background highly desirable</li>
<li>Track record scaling support operations through growth and geographic expansion</li>
<li>Familiarity with JIRA, knowledge management systems, and technical concepts like XML and APIs</li>
<li>Experience implementing AI or automation in support environments</li>
</ul>
<p>Silverchair is an Equal Opportunity Employer. We do not discriminate against any employee or applicant for employment based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable laws. We are dedicated to ensuring a fair and inclusive hiring process for all candidates.</p>
<p>We encourage applications from individuals of all backgrounds and experiences and are committed to providing reasonable accommodation for qualified individuals with disabilities in the application and hiring process.</p>
<p>Disclaimer: At this time, we cannot sponsor a new applicant for employment authorization for this position.</p>
<p><b>No agencies please.</b></p>
<p><b>Salary Range: </b>US$90,000-110,000</p></div>

Director, Client Services

<div>
 <p>
  The Client Affairs Director is responsible for leading and managing all client-facing operations across the post-sales customer journey, including property handover, customer service operations, and call center management. This role ensures a seamless and positive customer experience from unit readiness through handover and ongoing client support.
 </p>
 <p>
  <br/>
 </p>
 <p>
  The Client Affairs Director plays a critical role in strengthening customer trust, enhancing brand reputation, and ensuring the successful delivery of projects from a client experience perspective. Real estate development experience is essential, while community management exposure is considered a strong advantage.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Job Responsibilities:
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Lead and manage the Client Affairs function, overseeing customer service, call center operations, and property handover activities to ensure a consistent and high-quality client experience.
  </li>
  <li>
   Develop and implement client service strategies, policies, and procedures to enhance customer satisfaction and strengthen long-term relationships with clients.
  </li>
  <li>
   Oversee the end-to-end handover process, ensuring proper coordination with Development, Construction, Finance, and Legal teams to deliver units to clients smoothly and in line with company standards.
  </li>
  <li>
   Ensure efficient management of customer inquiries, requests, complaints, and escalations across all service channels including call center, digital platforms, and customer service offices.
  </li>
  <li>
   Establish and monitor service level agreements (SLAs), quality standards, and operational procedures to maintain high performance in customer service and call center operations.
  </li>
  <li>
   Monitor client feedback, satisfaction surveys, and service performance data to identify improvement opportunities and enhance overall client experience.
  </li>
  <li>
   Coordinate with internal departments to resolve technical, contractual, or financial client issues and ensure timely resolution of client concerns.
  </li>
  <li>
   Develop reporting dashboards and performance metrics related to handover operations, customer satisfaction, service response times, and complaint resolution.
  </li>
  <li>
   Lead, mentor, and develop the Client Affairs team to ensure high performance, service excellence, and alignment with the company&rsquo;s customer experience strategy.
  </li>
  <li>
   Support the transition of clients from handover to community management or property management teams to ensure continuity of service and resident satisfaction.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  Job Requirements:
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   - Education:
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s degree in Business Administration, Marketing, Management, or a related field.
  </li>
  <li>
   Professional certifications in Customer Experience or Service Management are considered an advantage.
  </li>
 </ul>
 <p>
  <strong>
   - Previous Experience:
  </strong>
 </p>
 <ul>
  <li>
   Minimum 5 years in a leadership role in customer service, client relations, or customer experience within the real estate development sector.
  </li>
  <li>
   Proven experience managing property handover operations, customer service teams, and call center functions in real estate developers.
  </li>
 </ul>
 <p>
  <strong>
   - Special requirements:
  </strong>
 </p>
 <ul>
  <li>
   Community management or property management exposure is a plus.
  </li>
  <li>
   Strong knowledge of the real estate customer lifecycle including sales support, unit handover, and post-handover service.
  </li>
  <li>
   Strong problem-solving and conflict resolution capabilities with a customer-centric mindset.
  </li>
  <li>
   Ability to analyze customer feedback and operational data to drive service improvements.
  </li>
 </ul>
</div>


Client Affairs Director

Kestra Financial

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients
<br><br>
Lead with Purpose. Partner with Impact.
<br>The Client Service Director is a senior individual contributor role within our Client Service team, responsible for delivering exceptional service experience to a defined group of financial advisors.
<br>This role blends relationship management, operational expertise and follow-through, and cross-functional coordination. You’ll be the key point of contact for complex service matters, owning requests from start to finish and advocating for your advisors across internal teams. While this is not a people leader role, it requires strong leadership traits: initiative, accountability, and the ability to influence outcomes across teams.
<br><br>
<b>What You’ll Do:</b><br>
<ul>
<li>Act as a point of contact for all service-related matters for your assigned advisor segment Develop a deep understanding of each firm’s structure, service preferences, and long-term goals</li>
<li>Own and manage escalations from intake to resolution, coordinating with internal teams to deliver timely, effective outcomes</li>
<li>Build strong partnerships with Business Development, Relationship Management, and internal teams to align on our client’s operational strategies and support growth and retention</li>
<li>Serve as the client's internal advocate, ensuring their voice is represented in decisions and escalations are resolved with care and urgency</li>
<li>Respond promptly to client concerns and inquiries, ensuring the highest levels of satisfaction and retention</li>
<li>Proactively flag at-risk relationships and lead cross-functional efforts to address service gaps and retain client confidence</li>
<li>Analyze advisor feedback, service metrics, and operational data to identify themes and areas for improvement.</li>
<li>Lead or contribute to cross-functional initiatives aimed at improving advisor experience, increasing efficiency, or reducing service risk.</li>
<li>Collaborate with peers and leadership to define best practices and implement scalable service enhancements.</li>
<li>Support enterprise projects, platform updates, or new initiatives with a client lens, ensuring service continuity and change readiness.</li>
<li>Bring thoughtful structure and strategy to ambiguous problems; assess root causes and propose high-impact solutions.</li>
<li>Partner with other service directors to maintain consistency and share best practices across the client experience.</li>
</ul>
<b>What You Bring:</b><br>
<ul>
<li>8+ years of experience in client service, operations, or relationship management, preferably within financial services</li>
<li>5+ years of experience in a leadership or client-facing strategic role, with cross-functional collaboration</li>
<li>3+ years of broker-dealer experience</li>
<li>Strong understanding of brokerage, advisory, or investment products and services</li>
<li>Experience supporting or working closely with financial advisors is highly preferred</li>
<li>Familiarity with CRM systems, workflow tools, and financial platforms is a plus</li>
<li>Proven ability to handle escalations and/or complex client requests</li>
<li>Ability to build rapport and trust in a fast-paced, professional environment</li>
<li>Strong process orientation with an eye towards scalability and efficiency</li>
<li>A proactive, solution-oriented mindset focused on delivering value to clients</li>
<li>Problem solving and decision making skills with attention to process and risk</li>
</ul>
<b>Certificates, Licenses, Registrations:</b><br>
<ul>
<li>SIE</li>
<li>Series 7 License Required.</li>
<li>Series 24 Preferred</li>
</ul>
<b>Internal Application Policy:</b><br>
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
<br><br>
<b>Benefits to support you:</b><br>
<ul>
<li>Competitive pay and benefits with a large employer (over 1600 employees nationwide)</li>
<li>401(k), health insurance, and a competitive benefits package</li>
<li>Work in a supportive, collaborative environment committed to professional excellence</li>
<li>Help clients navigate meaningful financial decisions with confidence</li>
<li>Opportunities for training, development, and long-term growth within the firm</li>
<li>Tuition reimbursement for qualified expenses</li>
</ul>
<b>Kestra Values:</b><br>
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
<br>Explore Life at Kestra
<br><b>Kestra Holdings Website:</b> https://www.kestrafinancial.com/
<br><b>Careers Portal:</b> https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
<br><b>LinkedIn:</b> https://www.linkedin.com/company/kestra-financial
<br>Apply Today
<br>Lead with purpose. Apply now and help shape the future of Kestra.
<br>Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
<br><ul>
<li>You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.</li>
<li>It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.</li>
</ul>


Client Service Director

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
Harness your technical expertise to shape innovative client solutions and bridge product capabilities with real-world challenges. Collaborate closely with diverse teams, be the catalyst for transformative client experiences, and redefine solution-oriented success.</p><p>
</p><p>As a Client Solutions Architect Manager in Merchant Services, you are an integral part of a team that innovates and supports the sales process for the technical adoption of comprehensive product solutions for clients with complex challenges. Leveraging your technical expertise in specific products and industries, you develop viable solutions that add value to clients, track how clients are using our products, and ensure results are realized.
</p><p></p><p><b>Job responsibilities
</b></p><ul><li>Leads the configuration and modification of the firm&rsquo;s products and solutions, often in partnership with Technology, to fit complex client use cases</li><li>
Supports Sales in solutioning and mandating deal stages for pricing, pipeline planning, and account planning</li><li>
Engages with technical members of client teams to deliver presentations and technical demonstrations on product capabilities and solutions</li><li>
Identifies and defines development requirements for product design enhancements based on client feedback
</li><li>Lead the technical response process for RFPs, RFIs, and client questionnaires, ensuring accurate and compelling answers that highlight product capabilities and differentiators.</li><li>
Build and maintain strong relationships with key client stakeholders, acting as a trusted technical advisor throughout the sales cycle.</li><li>
Conduct product demonstrations, technical workshops, and proof-of-concept sessions showcasing merchant acquiring platforms, APIs, and fintech solutions.</li><li>
Provide deep technical guidance on integration, implementation, and customization of payment products.</li><li>
Create and maintain technical documentation, integration guides, and solution architectures for clients and internal teams.</li><li>
Mentor junior presales engineers, share best practices, and contribute to team knowledge development.</li></ul><p>
</p><p><b>Required qualifications, capabilities, and skills
</b></p><ul><li>5+ years of experience or equivalent expertise working across a related broad set of products</li><li>
Demonstrated ability to apply a deep technical understanding to solution configurations in a specific domain</li><li>
Experience supporting Sales in pricing, pipeline planning, and account planning</li><li>
Experience working with clients in a technology field and interfacing with engineers</li><li>
Deep understanding of merchant acquiring business models, payment processing, card networks, and settlement processes.</li><li>
Strong knowledge of APIs, payment gateways, POS systems, and integration methods (REST, SOAP, SDKs)</li><li>
Strong technical knowledge of merchant acquiring payment processing systems including familiarity with security standards (PCI DSS, tokenization, encryption) and compliance requirements</li><li>
Experience leading technical workshops, product demonstrations, and responding to RFPs/RFIs.</li><li>
Bachelor&rsquo;s or Master&rsquo;s degree in Computer Science, Information Technology, Engineering, Mathematics, or a related field</li></ul><p>
</p><p><b>Preferred qualifications, capabilities, and skills</b></p><ul><li>
Bachelor&rsquo;s or Master&rsquo;s degree in Computer Science, Information Technology, Engineering, Mathematics, or a related field</li></ul>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;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&rsquo; and employees&rsquo; 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>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Client Solutions Architect Manager - Payments - Vice President

U.S. Bank

<p></p><div><p>At U.S. Bank, we&rsquo;re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at&mdash;all from Day One.</p><p></p><h2 class="jobSectionHeader"><b>
Job Description</b></h2><p>
Serves as generalist relationship manager and primary point of contact for a group of moderately to highly complex client relationships. Drives and coordinates the activity of the Ascent team providing a full complement of services to the client group. Demonstrates an ability to identify, develop and close sales opportunities from both new outside clients as well as from deepening relationships with the existing clients. Expands Ascent's presence in the ultra high net worth market including representation of the business segment in the region at community events as well as within the broader bank.
</p><div>Basic Qualifications
<br>
<ul><li>Bachelor's degree in finance, accounting or other related field
</li><li>15 or more years of financial services experience
</li><li>10 or more years of experience with ultra high net worth clients
</li><li>MBA, JD, CFP, CFA, or CPA
</li></ul><br>
Preferred Skills/Experience
<br>
<ul><li>Well-developed leadership abilities and strategic management skills
</li><li>Thorough knowledge of division and relation to industry
</li><li>Strong verbal and written communication skills
</li><li>Well-developed analytical, decision-making and problem-solving skills
</li><li>Considerable tact, diplomacy and people skills
</li></ul></div><p></p><p>If there&rsquo;s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
</p><p></p><p><b>Benefits:</b></p><p>
Our approach to benefits and total rewards considers our team members&rsquo; whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:</p><ul><li><p>
Healthcare (medical, dental, vision)</p></li><li><p>
Basic term and optional term life insurance</p></li><li><p>
Short-term and long-term disability</p></li><li><p>
Pregnancy disability and parental leave</p></li><li><p>
401(k) and employer-funded retirement plan</p></li><li><p>
Paid vacation (from two to five weeks depending on salary grade and tenure)</p></li><li><p>
Up to 11 paid holiday opportunities</p></li><li><p>
Adoption assistance</p></li><li><p>
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law</p></li></ul><p></p><p>
Review our full benefits available by employment status here.
</p><p></p><p>U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.</p><p></p><p><b>
E-Verify</b></p><p>
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.</p><p></p>
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $186,150.00 - $219,000.00<p></p><p>
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.</p><p></p><p>
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.</p><p></p><p><b>
Posting may be closed earlier due to high volume of applicants.</b></p></div>

Ascent Managing Director Client Advisor

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