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Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This EGP Trainee is a training program to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to become fully license and require the appropriate designations before taking on the full EGP Specialist role. This position operates in a marketing and sales development role by implementing and executing the Elite Growth Practice. Specific accountabilities for the role may vary depending on the teams practice. Performance is measured by the FA or FA team through specific goals, metrics, and behaviors related to the execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation and their next generations and beneficiaries. Gather additional assets from existing client base and deepen relationships by partnering with all Merrill partners to deliver a full breadth solutions. Coordinate technological support through the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources. Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation) Provide marketing and organizational support. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Role is designed to allow employees to study and obtain all required registrations Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 37.5

Bank of America

Relationship Manager

CBRE

Business Intelligence Manager

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology. Responsible for supporting the activities related to product retirements and end-of-life along with, execution for products and services specific to how our Global Banking clients interact with Bank of America. <ul> <li>P&amp;L responsibility - drive revenue and improve margins</li> <li>Help execute product governance routines, risk management, influence product strategy and roadmap</li> <li>Partner with broader Global Payment Solution (GPS) team on opportunities to leverage our broader set of Treasury products to add value to Receivable and Merchant clients using our internal capabilities</li> <li>Interact with clients to understand their challenges and opportunities related to their onboarding experience &amp; reporting data analytic requirements</li> <li>Lead &amp; support the innovation on next generation of product and services geared towards how VAM will interact with the bank.</li> <li>Execute on strategy and partner with bank stakeholders like our Product Platform, Business Engineering, Tech, Commercialization and Servicing teams on new product launches and enhancements</li> <li>Provide client facing support for large complex deals in partnership with Sales and Consultants</li> <li>Drive internal and external marketing</li> </ul> Required skills: •Excellent written and verbal communication skills •Strong critical thinking and problem-solving skills •Ability to manage multiple initiatives simultaneously, including End-to-end ownership of assigned tasks, initiatives and projects •Demonstrates flexibility and openness to new ideas and to change; adapts to changing environments, situations, and job responsibilities •Strong quantitative and qualitative analytical skills - including P&amp;L management and data driven business case development •Skills to engage in projects which integrate multiple facets of the business and various business partners experience •Product execution and/or operational experience •Fundamental understanding of finance/financial performance reporting •Ability to communicate effectively with executives, solid executive presence •Analytical problem solver and the ability to work as an individual as well as a member of a team •Ability to develop rapport easily with executives, peers and partners •Effective time management and prioritizing skills. Ability to demonstrate initiative and problem solving with minor direction •Ability to adapt well to change or changing priorities based on the needs of the business •Effective organizational skills with ability to manage multiple projects •Strong proficiency with Outlook, Word, Excel and PowerPoint Desired skills: - Significant GPS product experience - Bachelor’s degree or comparable professional experience - Product strategy experience - Consultative and problem solving background - Technical skills for BI Reporting tools - Tableau, GTS BI, etc. Shift:1st shift (United States of America) Hours Per Week: 40

Product Manager, Virtual Account Management (VAM), North America

Job Description: Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Our Specialized Product Sales team is part of the Bank of America Global Payments Solutions organization which provides our clients with best in class innovative cash management and payments solutions. The Specialized Product Sales team is accountable to deliver our payables solutions to the Bank’s corporate, commercial, and business banking clients as well as financial institutions, non-bank financial institutions and public sector entities. This Specialized Product Sales role is responsible for performing proactive lead generation and business development engagements via client engagement and partner collaboration. The candidate will lead formal client engagements for the Bank’s payables offering including sourcing, RFP responses, pricing strategy, formal pitches, software demonstrations, and formal presentation. The candidate will have in depth knowledge of our payables offering across the Global Payments Solutions platform, including Corporate Travel and Purchasing Cards, Virtual Payables, Comprehensive Payables and other B2B payables products. <ul> <li>Own the sales efforts through proactive prospect lead generation and the development and nurturing of client relationships</li> <li>Engage in continuous education to maintain status as a best-in-class subject matter expert with deep understanding of product functionality, value proposition, industry trends and the competitive landscape</li> <li>Write RFI/RFP responses and deliver best and final presentations to clients and their leadership team</li> <li>Create and drive routines with all key business partners such as Product Management, Treasury Sales, Relationship Management, Implementations, Customer Service, Product Sales, and executive leadership</li> <li>Brief senior leaders on sales efforts, deal overview and strategy to win</li> <li>Be the voice of our clients to drive innovation and enhancements to our product offering on a regular and formal basis</li> <li>Partner with the broader bank organization to gain access to senior level contacts within prospects/client</li> <li>Conduct and lead client presentations to all levels of client organizations, including senior treasury, finance, purchasing and travel management teams via video conferencing and collaboration sites, by phone or in-person</li> <li>Perform platform/technology demonstrations and communicate features and benefits to clients</li> <li>Price deals and lead pricing and contract negotiations with clients</li> <li>Develop and deliver internal training sessions on products, services and value propositions to Treasury Sales and Relationship Management Teams, and other business partners</li> <li>Represent the organization at internal and external client conferences and trade shows, and generating new leads for Card and Comprehensive Payables business</li> </ul> *Required Skills: “Must” have these skills to be minimally qualified. <ul> <li>BA/BS Degree or equivalent work experience</li> <li>Minimum 3 years of experience in the payables marketplace, with an understanding of the competitive landscape and regional marketplace variations</li> <li>Global Commercial Card &amp; Comprehensive Payables subject matter expertise, in sales, account management or product role</li> <li>Sales experience within a large, global financial institution</li> <li>Knowledge of treasury management and card and comprehensive payables services</li> <li>Project management skills</li> <li>Experience in Accounts Payable</li> <li>Proven ability to work in a demanding, fast-paced global environment</li> <li>Experience working within a highly matrixed organization</li> <li>Strong communication skills, both verbal and written</li> <li>World-class presentation skills</li> <li>Proven leadership skills across multiple organizations</li> <li>Ability and desire to think creatively to deliver business results, both independently and as part of a team</li> <li>Experience leading technology demonstrations and discussions</li> <li>Ability to manage multiple projects simultaneously</li> <li>Skilled in working with Microsoft Office applications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Treasury Product Sales Manager  - Global Payments Solutions

<h2>WHO WE ARE</h2> Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. <h2>WHAT WE’RE LOOKING FOR</h2> The Account Manager manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans. The Account Manager has full binding authority with various insurance companies and remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available. A GLIMPSE INTO YOUR DAY <ul> <li>Serves as the main point of contact for the clients, addressing inquiries, providing guidance on appropriate coverage changes and contractual requirements, and educating clients on policy exclusions and exposures</li> <li>Partners in the strategic development of insurance plans tailored to client needs.</li> <li>Acts as field underwriter and authorized representative of the insurance carriers to assess and bind coverage as appropriate.</li> <li>Strategically manages the remarketing of renewals to ensure high account retention rates.</li> <li>Oversees the preparation of client proposals, including submissions, loss evaluations, and risk analyses, ensuring timely and accurate quotations and policies. Communicates various billing and invoicing options.</li> <li>Prepares comprehensive summaries of insurance and schedules, accurately producing binders, certificates, policies, endorsements, and other related documents to support client needs.</li> <li>Assists clients in submitting first reports of claims by obtaining adjusters and/or arranging a visit from a member of the claims team. Facilitates the prompt response from carriers and their staff in order to expedite claim settlements.</li> <li>Conducts thorough policy reviews during renewals and audits, verifying accuracy and ensuring necessary corrections are executed. Proactively communicates significant audit discrepancies to clients and determines further action.</li> <li>Reviews cancellation requests, determining reasons and attempting to retain client accounts while maintaining the company’s financial integrity.</li> <li>Stays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services.</li> <li>Recommends process improvements as needed.</li> <li>Quickly identifies and resolves complex client service issues.</li> <li>Performs other projects, duties, and tasks, as assigned.</li> </ul> WHAT SUCCESS LOOKS LIKE IN THIS ROLE <ul> <li>A Property and Casualty License from state of domicile is required and must be maintained with preference given to individuals who have insurance designations (e.g. AINS, CIC, CPCU, ARM).</li> <li>High school diploma or equivalent required. Four-year degree preferred.</li> <li>Minimum 5 years account management experience in the insurance industry with a focus on commercial lines of coverage is required.</li> <li>Bilingual (Spanish/English) a plus or a must in some locations.</li> <li>Strong analytical and mathematical skills.</li> <li>Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.</li> <li>In-depth understanding of advanced commercial lines of coverage with the ability to advise clients concerning their complex insurance needs.</li> <li>Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.</li> <li>Proficient skills in Microsoft Office (primarily Excel and Word). Must be computer literate with the ability to learn new software applications.</li> <li>Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.</li> <li>Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.</li> </ul> WHY CHOOSE RELATION? <ul> <li>Competitive pay.</li> <li>A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. </li> <li>Career advancement and development opportunities.</li> </ul> .Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. .$43,000.00 - $93,000.00

5 Sales & Business Development Jobs in Atlanta, GA, USA