senior client advisor

Marsh McLennan

<div><h2 class="jobSectionHeader"><b>Company:
</b></h2>Marsh
<p></p><h2 class="jobSectionHeader"><b>Description:
</b></h2><p></p><p>Marsh is seeking a Sr. Client Advisor within their Energy &amp; Power Practice. This role will be based in New York City and is a hybrid role that has a requirement of working at least three days a week in the office.
</p><p></p><p><b><i>Sr. Casualty Broker- Energy &amp; Power Practice
</i></b></p><p></p><p>What can you expect:
</p><ul><li><p>Becoming a member of Marsh's best in class Power &amp; Energy team who delivers expert broking &amp; strategy solutions to help manage risk with confidence.
</p></li><li><p>In this Sr. Casualty Broker role, you will develop an understanding of the clients' business strategic priorities, risk strategies and risk management needs to help provide knowledge and advice to complex clients.
</p></li><li><p>Helps identify the need for new products and develops innovative solutions for clients.
</p></li><li><p>Completes policy management activities and delivery of reviewed policy to client and helps address client inquiries as necessary.
</p></li><li><p>Delivers technical expertise in the delivery and presentation of RFP&rsquo;s
</p></li></ul><p></p><p>What's in it for you?
</p><ul><li><p>Gain exposure to key stakeholders and have the ability to make strong business connections.
</p></li><li><p>An opportunity for long term growth within a dynamic and growing business unit.
</p></li><li><p>Ability to make an immediate impact to support our book of business and growth of the organization.
</p></li><li><p>Exceptional benefits, great time off and additional perks that come with working at Marsh.
</p></li></ul><p></p><p>We will count on you to:
</p><ul><li><p>Maintain and manage an existing book of Energy clients through daily interaction of clients&rsquo; needs.
</p></li><li><p>Maintain and Solicit new clients and expanded opportunities by developing internal and external relationships.
</p></li><li><p>Work with various Energy Casualty Insurance markets to place Marsh clients with for best terms and conditions available in the market place.
</p></li><li><p>Populate Casualty market submissions, negotiate terms and conditions with underwriters and communicates quotes to clients.
</p></li><li><p>Responsible for overseeing the correct issuance of all documentation pertaining to the transaction including, but not limited to invoicing, policy review and all pre and post binding documentation.
</p></li></ul><p></p><p>What you need to have:
</p><ul><li><p>10+ years industry experience; Casualty brokering experience and Energy &amp; Power experience necessary
</p></li><li><p>P&amp;C license a must, or ability to obtain
</p></li><li><p>Bachelors' degree preferred
</p></li></ul><p></p><p>What makes you stand out?
</p><ul><li><p>Ability to build strong relationships and build rapport with internal colleagues, clients and carriers.
</p></li><li><p>Self-starter, resourcefulness with the ability to bring solutions and ideas to the firm.
</p></li><li><p>Being able to be part of a collaborative team and feel that you can make an immediate impact.
</p></li></ul><p></p>Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, visit marsh.com, or follow us on LinkedIn and X.
<p></p>Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.
<p></p>Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one &ldquo;anchor day&rdquo; per week on which their full team will be together in person.
<p></p>The applicable base salary range for this role is $154,200 to $328,400.
<p></p>The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
<p></p>We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.</div><p></p>

Senior Client Advisor - Energy & Power

Saint Laurent

<div>
 <br/>
 <br/>
 <strong>
  Summary
  <br/>
  <br/>
 </strong>
 ABOUT SAINT LAURENT
 <br/>
 <br/>
 Founded in 1961, Yves Saint Laurent was the first couture house to introduce the concept of luxury pr&ecirc;t-&agrave;-porter in a 1966 collection called &lsquo;Rive Gauche&rsquo;, synonymous with youth and freedom. This shift represented a first critical step in the modernization of fashion and revolutionized the socio- cultural landscape.
 <br/>
 In 1999, the luxury goods division of the Kering Group acquired Yves Saint Laurent and, under the creative direction of Anthony Vaccarello since April
 <br/>
 2016, continues to position the house at the summit of the luxury universe.
 <br/>
 Today, Saint Laurent collections include women&rsquo;s and men&rsquo;s ready-to-wear, shoes, handbags, small leather goods, jewelry, scarves, ties and eyewear.
 <br/>
 <br/>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 <strong>
  We are currently seeking a Senior Client Advisor to join our dynamic boutique leadership team.
  <br/>
  <br/>
 </strong>
 <strong>
  ROLE
  <br/>
  <br/>
 </strong>
 The Senior Client Advisor will oversee the client advisor team in partnership with the store leadership team, and contribute actively to the store sales and key indicators achievement. They are providing a unique, memorable, sophisticated, and everlasting experience to all external and internal clients. They also support the management team and colleagues while consistently upholding our Maison values, image, and standards.
 <br/>
 <br/>
 <strong>
  MISSION
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Manage the client advisor team and lead by example by achieving individual sales targets as well as ensuring the team meets their targets.
  </li>
  <li>
   Train new client advisors and provide ongoing training and development for existing team members.
  </li>
  <li>
   Create and maintain a positive work environment that encourages teamwork, creativity, and collaboration.
  </li>
  <li>
   Provide an outstanding client and after-sale service to all visitors and clients
  </li>
  <li>
   Show passion in connecting and reconnecting with clients, putting them at the center, identifying their needs and anticipating their future requests
  </li>
  <li>
   Cultivate a robust client portfolio to secure a proactive and growing business
  </li>
  <li>
   Drive performance to exceed individual sales and KPI goals by having a business mindset and an entrepreneurial approach
  </li>
  <li>
   Know how to create personalized, versatile, and timeless silhouettes for the client and demonstrating your passion for the fashion culture
  </li>
  <li>
   Show a transparent and genuine attitude with the client and create a unique connection with them
  </li>
  <li>
   Communicate in a professional and authentic way, with clients and colleagues
  </li>
  <li>
   Effectively use all the available tools to optimize business opportunities
  </li>
  <li>
   Proactively support the front and back-of-house teams, their achievements and ultimately the overall team spirit
  </li>
  <li>
   Upholds and adheres to all company policies and operational procedures
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  PROFILE
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   A preferred professional experience in providing a high-quality service focused on Client expectations, i.e. in fashion &amp; accessory retail, in customer service or in luxury hospitality
  </li>
  <li>
   Strong leadership and management skills, with the ability to motivate and inspire a team.
  </li>
  <li>
   Have personal taste and passion for the fashion culture, likes to create personalized looks
  </li>
  <li>
   Have a natural business mindset and an entrepreneurial spirit
  </li>
  <li>
   Open-minded and looking for a company valuing audacity and authenticity
  </li>
  <li>
   Strong team centric attitude to achieve common goals
  </li>
  <li>
   At ease with using tools and applications; learns fast with new technologies
  </li>
  <li>
   Motivation to work in a fast-paced environment, able to multitask &amp; prioritize
  </li>
  <li>
   Proactive, enthusiastic, &amp; with a problem-solving attitude
  </li>
  <li>
   Excellent written, oral &amp; listening skills, in English and local language
  </li>
  <li>
   Embrace change and see it as an opportunity to grow and develop
   <br/>
   <br/>
  </li>
 </ul>
 <em>
  S
 </em>
 <em>
  a
 </em>
 <em>
  int Laurent is committed to building a diverse workforce. We believe diversity in all its forms &ndash; gender, age, nationality, culture, religious beliefs and sexual orientation &ndash; enriches the workplace. It opens up opportunities for people to express their talent, both individually and collectively and it helps foster our ability to adapt to a changing world. As an Equal Opportunity Employer, we welcome and consider applications from all qualified candidates, regardless of their background.
  <br/>
  <br/>
 </em>
 <strong>
  Job Type
  <br/>
  <br/>
 </strong>
 Regular
 <br/>
 <br/>
 <strong>
  Start Date
  <br/>
  <br/>
 </strong>
 2026-04-01
 <br/>
 <br/>
 <strong>
  Schedule
  <br/>
  <br/>
 </strong>
 Full time
 <br/>
 <br/>
 <strong>
  Organization
  <br/>
  <br/>
 </strong>
 YSL America Holding Inc.
</div>


SAINT LAURENT Senior Client Advisor Miami Design District

Seacoast Bank

<div><p><b>Location: Boca Raton, FL</b></p>
<p><b>
ESSENTIAL DUTIES AND RESPONSIBILITIES:</b></p>
<p><b>
Relationship Building</b></p>
<ul>
<li>Exhibit consistent relationship building including, but not limited to:</li>
</ul><ul><li><ul><li>Prepare for various customer interactions</li>
<li>Build rapport</li>
<li>Effectively utilize and document open and closed-ended questions to understand current and future financial goals of customers</li>
<li>Match customer needs to Seacoast Bank products and services</li>
<li>Confidently and proficiently explain Seacoast Bank products and services to customers</li>
<li>Proven ability to create and enhance relationships based on customer needs</li>
<li>Ask for referrals from new and existing customers</li>
<li>Exhibit good listening skills and speak clearly and persuasively in positive or negative situations.</li>
</ul></li></ul><ul><li>Respond promptly to customer needs and requests for service.
</li><li>Quickly seek out appropriate people in more complex financial matters.</li>
<li>Able to balance business needs with customer requests while managing potential risk to bank.</li>
<li>Embrace new technology and remain up to date on industry changes to create an open environment that fosters idea generation and innovation.</li>
<li>Participate in community, charitable or civic events.</li>
</ul><ul><li>Deliver presentations regarding banking products/services through networking events.</li>
</ul><ul><li>Exhibit strong work ethics and teamwork, collaborating with other associates within the branch and across the organization to develop trusting and cooperative working relationships.</li>
<li>Maintain an active NMLS registration status.</li>
<li>Exhibit high proficiencies in all consumer deposit and lending products and processes. Has the ability to mentor other associates.</li>
<li>Exhibit expert understanding of small business deposit products and processes and an intermediate understanding of small business lending products and processes.</li>
<li>Exhibit high proficiency in outbound calling process. Has the ability to mentor other associates.</li>
<li>Highly effective with proven track record in identifying referral opportunities with internal business partners.</li>
<li>Ability to source Treasury Management solutions and services and small business lending needs.</li>
<li>Be highly proficient and leads Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes</li>
<li>Assist leadership team by processing applications to meet the needs of small business customers.</li>
</ul>
<p><b>Operations</b></p>
<ul>
<li>Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to the banks current policies and procedures, protecting the Bank against the risk and exposure of criminal or fraudulent activity. Escalate customer concerns as needed.</li>
<li>Ensure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.), operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements; communicate any updates to associates. Follows up on all audit / scorecard / QC deficiencies.</li>
<li>Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the customer when offering additional products and services.</li>
<li>Balance cash drawer daily and monitors own work for accuracy.</li>
<li>Follow instructions and responds to management direction to help resolve more difficult customer objections, and solves problems in a timely and positive manner to retain the customer relationship.</li>
<li>Adhere to Seacoast Bank&rsquo;s Code of Conduct.</li>
<li>Follow all safety and security procedures.</li>
<li>May support Branch Leadership in operational and customer service supervisory functions in Branch Leadership absence.</li>
</ul>
<p><b>EDUCATION and/or EXPERIENCE:
</b></p><ul><li>High School Diploma or equivalent required.</li>
<li>Minimum of 6 months cash handling experience preferred.</li>
<li>College degree preferred.</li>
<li>4+ years in financial services experience required.</li>
<li>Flexible schedule required with ability to work during hours of operations, including weekends and occasional non-bank operational hours.</li>
<li>Demonstrate excellent communication (written and verbal) and interpersonal skills.</li>
<li>Able to work independently and exercise a high degree of initiative.</li>
<li>PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.</li>
<li>Active NMLS or 2+ years lending experience required.</li></ul><br>
<p></p>
<p><i>
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.</i></p>
<p>
#LI-MG-1</p></div>

Senior Client Advisor - Boca Raton

First Western

<div><p><b>Director, Senior Wealth Advisor</b></p>
<p><b>
Location:</b> Broomfield, CO (In-Office)</p>
<p><b>
Job Type:</b> Full-time Exempt</p>
<p><b>
Salary:</b> $166,000 - $249,000/YR *Actual offer will be based on experience, location, education, and/or skills*</p><br>
<p></p>
<p>
Applications should be submitted for consideration no later than 04/30/2026.</p><br>
<p></p>
<p>
____________________________________________________________________________________________</p><br>
<p></p>
<h3 class="jobSectionHeader"><b>
Who We're Looking For</b></h3>
<p>
You're a seasoned wealth management leader with a strong track record of advising high-net-worth clients and growing relationships through trust, expertise, and strategic insight. You bring deep financial planning knowledge, a relationship-first mindset, and the ability to simplify complex concepts with confidence and clarity. You're energized by business development, mentoring others, and elevating the overall client experience. If you thrive in a role that blends leadership, growth, and elite client service, this role is for you.</p><br>
<p></p>
<h3 class="jobSectionHeader"><b>
About the Role</b></h3>
<p>
The Director, Senior Wealth Advisor leads the delivery of comprehensive wealth management solutions for high-net-worth clients while driving business growth through networking, referrals, and strategic partnerships. This role serves as the primary advisor, creating personalized financial plans that integrate investment management, estate planning, tax strategy, and risk management. You will build trusted relationships by translating complex financial concepts into clear, actionable guidance and maintaining alignment through proactive client reviews. The position also focuses on mentoring and developing advisors, strengthening planning capabilities, and ensuring a consistent, high-quality client experience across the Wealth team.</p><p></p><h3 class="jobSectionHeader"><b><br>
</b></h3>
<h3 class="jobSectionHeader"><b> </b><b>What You'll Do</b></h3>
<ul><li>Identify and pursue new client opportunities through networking, referrals, and strategic partnerships to grow the wealth advisory business.</li>
<li>Serve as the primary advisor for high-net-worth clients by developing and delivering comprehensive, personalized financial plans.</li>
<li>Prepare and present proposals that showcase First Western's fiduciary, planning, and investment capabilities.</li>
<li>Build long-term client relationships through proactive outreach, regular plan reviews, and clear, simplified communication.</li>
<li>Partner with product, compliance, and training teams to ensure solutions align with firm standards and best practices.</li>
<li>Mentor and coach advisors to strengthen planning expertise, client engagement, and overall team performance.</li></ul><br>
<p></p>
<p><b>
What You Bring</b></p>
<ul>
<li>Bachelor's degree in Business, Finance, or a related field required; Master's degree preferred.</li>
<li>10&ndash;15 years of experience in wealth management, including comprehensive financial planning.</li>
<li>5&ndash;7 years of management experience.</li>
<li>CFP certification required.</li>
<li>Proven success in business development, prospecting, and relationship growth.</li>
<li>Experience leading complex planning engagements across investments, trust, estate planning, tax strategy, and philanthropy.</li>
<li>Strong leadership, coaching, and mentoring capabilities.</li>
<li>High emotional intelligence, integrity, and professionalism.</li>
<li>Exceptional communication skills with the ability to simplify complex financial concepts.</li>
<li>Deep understanding of financial planning tools, workflows, and client experience design.</li>
<li>Ability to influence across teams and lead effectively through change.</li></ul><br>
<p></p>
<h3 class="jobSectionHeader"><b>
What We Offer</b></h3>
Competitive base salary: $166,000 - $249,000/YR, plus strong bonus potential.<br>
<ul><li>
</li>
401(k) plan with employer match.<br>
<li>
</li>
Paid parking and transportation benefits.<br>
<li>
</li>
Comprehensive health and wellness benefits, including:<br>
Health savings accounts (HSA)<br>
<li><ul><li>
</li>
Flexible spending accounts (FSA)<br>
<li>
</li>
Medical, dental, and vision coverage<br>
<li>
</li>
</ul></li>Generous paid time off and bank holidays.<br>
<li>
</li>
Access to training and professional development programs.<br>
<li>
</li>
Sponsorship and support for obtaining professional certifications.<br>
<li>
</li>
<li>A culture of collaboration, continuous improvement, and shared success.</li>
</ul>
<p>____________________________________________________________________________________________</p>
<h3 class="jobSectionHeader"><b>
Who We Are</b></h3>
<p>
At First Western Trust, we're more than just a financial institution&mdash;we're a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways.</p>
<p>
We celebrate each other's successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients.</p>
<p>
Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you're just beginning your journey or bringing years of experience, you'll find a welcoming community where your contributions are valued and your potential is boundless.</p>
<p>
We expect our people to:</p>
<ul>
<li>Demand and reward excellence.</li>
<li>Take action and responsibility.</li>
<li>Collaborate, communicate openly, and give/receive feedback with trust.</li>
<li>Go above and beyond to do what's right&mdash;always.</li>
</ul>
<p>If that sounds like you, you'll fit right in.</p>
<p>
Learn more at myfw.com or email Talent.Management@myfw.com.</p>
<h3 class="jobSectionHeader"><b>
Equal Opportunity Employer</b></h3>
<p>
First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact Talent.Management@myfw.com.</p></div><p></p>

Director, Senior Wealth Advisor

Remote Advisor Resources

<p>Job description:</p><p><b>Remote Financial Advisor Assistant (Independent Contractor)</b><br/><i>Work From Home &ndash; Flexible Schedule &ndash; Nationwide Placements</i></p><p>If you love working as a <b>Financial Advisor Assistant</b> or <b>Client Service Representative</b> but want more flexibility in your schedule and lifestyle, join <b>Remote Advisor Resources</b>&mdash;just like so many other professionals have!</p><p>We connect experienced professionals with high-net-worth Financial Advisors across the country. As a <b>1099 Independent Contractor</b>, you&rsquo;ll have the freedom to choose assignments, work remotely, and partner with quality advisors through our established network and referrals.</p><p><b>What You&rsquo;ll Do:</b></p><ul><li>Support successful Financial Advisors nationwide</li><li>Manage client onboarding, account maintenance, and service requests</li><li>Utilize leading platforms such as <b>LPL Financial, Schwab, Fidelity/Wealthscape</b></li><li>Work with CRMs including <b>Redtail, Salesforce, Wealthbox</b>, and others</li></ul><p><b>What We&rsquo;re Looking For:</b></p><ul><li><b>5+ years</b> experience with a Broker-Dealer and Financial Advisor</li><li>Strong organizational skills and attention to detail</li><li>Self-starter who can work independently</li><li>Proficient in financial platforms and CRMs</li><li>Reliable internet and home office setup</li></ul><p><b>Perks:</b></p><ul><li>Flexible, work-from-home schedule</li><li>Choose assignments that fit your availability</li><li>Competitive hourly rates with reputable, high-caliber Advisors</li></ul><p>Join a team that values your expertise, connects you with quality opportunities, and lets you work <b>on your terms</b>.</p><p><b>Apply today to become a part of Remote Advisor Resources!</b></p><p>Benefits:</p><ul><li>Flexible schedule</li></ul><p>Application Question(s):</p><ul><li>Experience on Wealthbox, Redtail</li></ul><p>Experience:</p><ul><li>Financial Advisor Assistant: 5 years (Required)</li></ul><p>License/Certification:</p><ul><li>SEI, Series 7 , Series 66 (Preferred)</li></ul><p>Work Location: Remote</p><p>Pay: $68,000.00 - $90,000.00 per year</p><p>Benefits:</p><ul><li>Referral program</li></ul><p>Work Location: Remote</p>

Financial Advisor Assistant Role with Experience on Schwab, Fidelity, LPL Platforms - REMOTE

Ritchie Bros.

<div></div><div><div><div><div><div><div><div><p>ABOUT US</p>
<div><div>RB Global (NYSE: RBA)</div><p></p><p><br>
RB Global (NYSE: RBA) (TSX: RBA) is a leading, omnichannel marketplace that provides value-added insights, services and transaction solutions for buyers and sellers of commercial assets and vehicles worldwide. Through its auction sites in 13 countries and digital platform, RB Global serves customers in more than 170 countries across a variety of asset classes, including automotive, commercial transportation, construction, government surplus, lifting and material handling, energy, mining and agriculture.</p><p></p><p><br>
The company&rsquo;s marketplace brands include Ritchie Bros., the world&rsquo;s largest auctioneer of commercial assets and vehicles offering online bidding, and IAA, a leading global digital marketplace connecting vehicle buyers and sellers. RB Global&rsquo;s portfolio of brands also includes Rouse Services, which provides a complete end-to-end asset management, data-driven intelligence and performance benchmarking system; SmartEquip, an innovative technology platform that supports customers&rsquo; management of the equipment lifecycle and integrates parts procurement with both OEMs and dealers; Xcira, a leader in live simulcast auction technologies; and Veritread, an online marketplace for heavy haul transport.</p><p></p><p><br>
RB Global full-time employees are offered medical, dental, vision, and basic life insurances. Employees are able to enroll in our company&rsquo;s 401k plan and RB Global will match 100% for the first 4% contributed. Employees will also receive 15 days of PTO each year.</p></div>
</div></div></div></div></div></div><div><div><div><div><div><div><p>ABOUT THE TEAM</p>
<div><div>As a global company, our corporate teams support billions of dollars in equipment sales every year.</div><br>
<p>
<br>
</p><p>In joining our corporate services teams, you will be ensuring the business runs smoothly in your respective verticals and supporting the overall business to achieve our core objectives.</p><br>
<p>
<br>
</p><p>Every day your work will make a difference in the way we run our business and the in the way customers interact with us.
</p></div></div></div></div></div></div></div><div><div><div><div><div><div><p>JOB DESCRIPTION</p>
<div><div>Rouse Services is an industry-leading B2B SaaS/DaaS provider serving the industrial equipment sector. We track over $115 billion in assets and $59 billion in annual transactions, delivering data-driven insights that power asset management, disposition, and deployment decisions.</div>
<p>
Our clients range from small businesses to Fortune 500 companies. Backed by Ritchie Bros. (NYSE: RBA), we are expanding globally across Europe, the UK, Australia, and Japan.</p>
<p><b>
The Opportunity</b></p>
<p>
Client success is at the core of our growth strategy. As we continue to expand, we are building a high-impact Client Success organization focused on driving adoption, delivering value, and strengthening long-term partnerships.</p>
<p>
The Senior <b>Client Success Manager</b> is a strategic role responsible for managing a portfolio of high-value enterprise clients while leading and mentoring a team of Client Success Managers. This individual will serve as both a <b>trusted advisor to clients</b> and a <b>product expert</b>, shaping customer experience, influencing product direction, and driving revenue growth.</p>
<p>
You will play a critical role in aligning client needs with our product roadmap, ensuring operational excellence, and scaling our client success function.</p>
<p><b>
What You&rsquo;ll Do</b></p>
<p><b>
Client Leadership &amp; Strategy</b></p>
<ul>
<li>Serve as the senior relationship owner for enterprise clients, ensuring satisfaction, retention, and growth</li>
<li>Build strong, executive-level relationships across client organizations</li>
<li>Drive strategic account planning and align Rouse solutions with client business objectives</li>
<li>Act as the primary escalation point for complex client issues, ensuring resolution from start to finish</li>
</ul>
<p><b>Product Expertise &amp; Advocacy</b></p>
<ul>
<li>Develop deep expertise in Rouse products and services</li>
<li>Act as the bridge between clients and Product/Engineering teams, translating business needs into technical requirements</li>
<li>Provide actionable feedback to influence product roadmap and enhancements</li>
<li>Help clients understand and unlock the full value of Rouse solutions</li>
</ul>
<p><b>Adoption, Growth &amp; Delivery</b></p>
<ul>
<li>Lead regular client engagements (check-ins, QBRs, workshops) to drive adoption and identify expansion opportunities</li>
<li>Manage client change requests, backlogs, and delivery timelines&mdash;particularly for large enterprise accounts</li>
<li>Oversee technical implementation details including business rules, data processes, and documentation</li>
<li>Identify and drive cross-sell and upsell opportunities across RB Global services</li>
</ul>
<p><b>Team Leadership &amp; Development</b></p>
<ul>
<li>Lead, mentor, and develop a team of Client Success Managers</li>
<li>Establish best practices, playbooks, and scalable processes for client success</li>
<li>Foster a high-performance, client-centric culture</li>
</ul>
<p><b>Operational Excellence</b></p>
<ul>
<li>Track and report on client health, adoption metrics, and business impact</li>
<li>Partner cross-functionally with Sales, Product, Engineering, and external vendors</li>
<li>Lead client trainings, presentations, and industry conference participation</li>
<li>Ensure high-quality delivery across a growing client portfolio</li>
</ul>
<p><b>About You</b></p>
<ul>
<li>You bring a strategic, customer-first mindset and thrive in executive-level conversations</li>
<li>You are both a relationship builder and a problem solver, comfortable navigating technical and business discussions</li>
<li>You take ownership and drive outcomes, balancing immediate client needs with long-term value</li>
<li>You are a strong leader who develops talent and builds scalable systems</li>
</ul>
<p><b>What We&rsquo;re Looking For</b></p>
<p><b>
Education:</b></p>
<ul>
<li>BA/BS degree in a business-related field (e.g., economics, finance, marketing, engineering)</li>
</ul>
<p><b>Experience:</b></p>
<ul>
<li>8+ years of professional experience</li>
<li>5+ years in client services, customer success, or account management</li>
<li>2+ years leading, mentoring, or managing teams</li>
<li>Proven experience managing enterprise client relationships</li>
</ul>
<p><b>Skills:</b></p>
<ul>
<li>Exceptional communication and presentation skills (written and verbal)</li>
<li>Strong technical proficiency (Excel, SQL, Salesforce, PowerPoint)</li>
<li>Ability to translate complex data and client needs into business and technical solutions</li>
<li>Highly organized, detail-oriented, and capable of managing multiple priorities</li>
<li>Experience working cross-functionally and influencing product development</li>
</ul>
<p><b>Work Environment</b></p>
<ul>
<li>Office and/or remote work environment</li>
<li>Travel required for client meetings, conferences, and onsite engagements</li></ul></div></div></div></div></div></div></div></div><div></div>
<br><ul><div><div>Job Identification</div>
<div>9121</div>
</div><div><div>Posting Date</div>
<div>03/19/2026, 02:56 PM</div>
</div><div><div>Locations</div>
<div> <div></div><div><div>2 Westbrook Corporate Ctr, Westchester, IL, 60154, US
 </div><div></div><div>765 W Rider St, Perris, CA, 92571, US
 </div><div></div><div>14149 Brandywine Rd, Brandywine, MD, 20613, US
</div></div><p>(Hybrid)</p>
</div></div><div><div>Degree Level</div>
<div>No Formal Education</div>
</div><div><div>Job Schedule</div>
<div>Full time</div>
</div><div><div>Minimum Salary</div>
<div>79,100</div>
</div><div><div>Maximum Salary</div>
<div>118,000</div></div></ul>

Senior Client Success Manager

Epsilon

<div><b>Overview</b><br>
<b>How You'll Make an Impact</b><br>
As a Senior Client Services Manager at Epsilon, you will be the driving force behind client success, leading a diverse portfolio of high-profile brands. Reporting to senior leadership and collaborating with 12 cross-functional teams, you will deliver innovative digital marketing strategies that maximise client revenue and align with omnichannel indicators. You'll be at the forefront of shaping client strategies, demonstrating Epsilon's advanced digital marketing and MarTech solutions to create measurable value and develop client retention and growth.<br>
<br>
The role is highly collaborative, working with various internal and external partners to integrate and deliver objective-based solutions.<br>
<br>
We are able to offer you an opportunity to join a company that is transforming the marketing and advertising technology landscape. Epsilon's unique combination of data-driven insights and innovative technology offers a compelling opportunity to work on industry-leading projects that redefine how brands connect with consumers. You will directly contribute to Epsilon's growth and evolution, helping shape the future of the industry. This is a hybrid role requiring you to be in our Dubai office 3 - 4 days per week.<br>
<br>
<b>What You'll Achieve</b><br>
You'll have significant opportunities for career growth, including the potential for upward mobility within Epsilon and Publicis Groupe. In this role you will hone your leadership, digital marketing, and critical thinking skills, making you a key player in driving Epsilon's success in the MENA market.<br>
<br>
<b>Role Overview:</b><br>
The Senior Client Services Manager will drive client growth and adoption of Epsilon's DSP solutions by developing strategic relationships, expanding media investment, and unlocking new data-driven activation opportunities across key accounts.<br>
<br>
<b>Key Responsibilities:</b><br>
<ul><li>
Own and grow strategic client relationships, identifying opportunities to expand the adoption of Epsilon's DSP and identity-led media solutions</li><li>
Drive revenue growth through proactive client development</li><li>
Act as a trusted advisor to clients, translating business objectives into data-driven media strategies</li><li>
Collaborate with internal teams to deliver best-in-class campaign execution and performance outcomes</li><li>
Lead client business reviews with performance insights, optimization strategies, and incremental growth opportunities</li><li>
Educate clients and agency partners on Epsilon's differentiated DSP capabilities, identity resolution, and closed-loop measurement</li><li>
Monitor account health, forecast revenue growth, and ensure long-term client satisfaction and retention</li></ul><br>
<b>
Who You Are</b><br>
<ul><li><b>
What you'll bring with you:</b><ul><li>
3-6 years' experience in digital marketing, MarTech, and project management.</li><li>
Commercially driven mindset with an eagerness to identify opportunities for growth and contribute to business and client success.</li><li>
Strong organisational, time management, and communication skills.</li><li>
Analytical thinking with a curiosity about interpreting data to tell compelling stories.</li></ul></li><li><b>
Why you might stand out from other talent:</b><ul><li>
Passion for big data, technology and solving complex problems.</li><li>
Experience in account management and building client relationships.</li><li>
A consultative approach to client management, growth and strategy development.</li><li>
Experience in collaborating with cross-functional teams and driving innovative solutions.</li><li>
A proactive attitude focused on process improvement and automation.</li><li>
A growth mindset, always seeking to learn, adapt, and improve in a fast-evolving industry.</li></ul></li></ul><br>
This role is perfect for someone eager to be part of a dynamic, growing business at the innovative of digital marketing and technology, with ample opportunities to make a significant impact.<br>
<br>
Click here to view how Epsilon transforms marketing with 1 View, 1 Vision, 1 Voice.
<br>
<br>
<b>Additional Information</b><br>
<b>When You Join Us, We'll Create Something EPIC Together</b>
<br>
Epsilon is a global data, technology and services company that powers the marketing and advertising ecosystem. For decades, we've provided marketers from the world's leading brands the data, technology and services they need to engage consumers with 1 View, 1 Vision and 1 Voice. 1 View of their universe of potential buyers. 1 Vision for engaging each individual. And 1 Voice to harmonize engagement across paid, owned and earned channels.
<br>
<br>
Epsilon's comprehensive portfolio of capabilities across our suite of digital media, messaging and loyalty solutions bridge the divide between marketing and advertising technology. We process 400+ billion consumer actions each day using advanced AI and hold many patents of proprietary technology, including real-time modeling languages and consumer privacy advancements. Thanks to the work of every employee, Epsilon has been consistently recognized as industry-leading by Forrester, Adweek and the MRC. Epsilon is a global company with more than 9,000 employees around the world.
<br>
<br>
Our pillars aren't just words. They're how we show up every day.<br>
<ul><li><b>
People centricity: </b>We focus on employee well-being in an environment where colleagues truly care about each other.</li><li><b>
Collaboration: </b>We work together, support one another, and collectively achieve goals.</li><li><b>
Growth:</b> There are endless opportunities for growth through learning, development and career advancement.</li><li><b>
Innovation:</b> We drive progress through cutting-edge solutions and forward-thinking approaches.</li><li><b>
Flexibility:</b> We've created a balance between work and personal life, and we encourage adaptability to solve problems creatively.</li></ul><br>
Our values guide us to create value for our clients, our people and consumers.<br>
<ul><li>
Act with integrity</li><li>
Work together to win together</li><li>
Innovate with purpose</li><li>
Respect all voices</li><li>
Empower with accountability</li></ul><br>
These pillars and values are our foundation-shaping our culture, guiding our decisions, and uniting us in common purpose.<br>
<br>
<b>Because You Matter</b><br>
As an Epsilon employee, you deserve perks and benefits that put you, your family and your finances first. Our benefits encompass a wide range of offerings, including but not limited to the following:
<br>
<ul><li><b>Time to Recharge: </b>Flexible time off (FTO), 15 paid holidays
</li><li><b>Time to Recover: </b>Paid sick time
</li><li><b>Family Well-Being:</b> Parental/new child leave, childcare &amp; elder care assistance, adoption assistance
</li><li><b>Extra Perks:</b> Comprehensive health coverage, 401(k), tuition assistance, commuter benefits, professional development, employee recognition, charitable donation matching, health coaching and counseling</li></ul><br>
Epsilon benefits are subject to eligibility requirements and other terms.
<br>
<br>
<b>Epsilon is an Equal Opportunity Employer.</b> Epsilon's policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, color, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable federal, state or local law. Epsilon also prohibits harassment of applicants and employees based on any of these protected categories. Epsilon will provide accommodations to applicants needing accommodations to complete the application process. Please reach out to LeaveofAbsence@epsilon.com to request an accommodation.
<br>
<br>
<b>For San Francisco Bay and Los Angeles Areas:</b> Epsilon will consider for employment qualified applicants with criminal histories in a manner consistent with the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance and San Francisco Police Code Sections 4901-4919, commonly referred to as the San Francisco Fair Chance Ordinance. Applicants with criminal histories are welcome to apply.
<br>
<br>
#LI-TF1</div>

Senior Client Services Manager

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