1579 senior relationship manager licensed jobs found

This is a licensed position requiring the SIE, Series 6, 63, Life and Health The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next. A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs. As a Licensed Senior Premier Relationship Manager at BMO, you will: Serve as the customers' relationship manager providing personalized attention to uncover their...

This is a licensed position requiring the SIE, Series 6, 63, Life and Health The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next. A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs. As a Licensed Senior Premier Relationship Manager at BMO, you will: Serve as the customers’ relationship manager providing personalized attention to uncover their specific...

Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations. Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience. Uses a consultative sales process to develop strong customer relationships; acts as client’s trusted advisor and primary point of contact. Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities. Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions. Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition. Proactively works with branch business...

Duties The Senior LPMHC will function as an integral member of the assigned outpatient mental health multidisciplinary treatment team, actively participating in patient assessment, treatment planning, case management, and provision of a full range of clinical treatment and services to all assigned Veteran patients. Specific duties include: Develops an extensive psychosocial assessment of the Veteran in collaboration with the interdisciplinary team, the Veteran, family members and significant others. The goal of the assessment is to highlight the Veteran's strengths, limitations, and internal/external supports and service needs in order to optimize the Veteran's functional status. This will be accomplished through the use of structured assessments and clinical interview. The Senior LPMHC demonstrates an understanding of the range of treatment and skills needed for all adult patients, including those with chronic mental illness, or unexpected physical limitations and...

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. This position could be located in NY, NJ, CT, MA, NC, FL, IL, TX, CA. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a...

What we're doing: Owning a home is a foundational part of building financial security and wealth in America. However, the tools and technology that support homeownership are antiquated, dependent on things like fax machines, handwritten documentation, and hours of manual review. We're here to change it. Vesta is the next-generation system of record to power the multi-trillion mortgage market. We believe that we are overdue for a core transformation – that in order to build a fully automated process and fully digital customer journeys, lenders will have to adopt a system of record platform that is modern, open, and orchestrated by best-in-class software workflows. Who we are: Our founding team is no stranger to the complexities of the financial industry. As early employees at Blend, they spent years together focused on creating modern cloud infrastructure for banks. Now, with Vesta, they are transforming the mortgage industry by creating the most flexible, open and automated...

A mid-sized architecture firm in Chicago is looking to add a Director of Operations to their team! Job Description: Responsible for overseeing all firm responsibilities for the preparation of construction drawings, permitting and entitlements, contract administration, preparation of addenda and construction bulletins, review of RFIs and submittals, closeouts and warranty reviews Daily responsibilities include assigning workload, adjusting staffing needs, assigning project teams, and adjusting the strategic game plan based on work fluctuations to provide efficiency in project deliverables The individual should possess and apply expert knowledge of materials, assemblies, and technical detail solutions Will work alongside the firm's Senior Client Relationship Manager to provide all production services for the firm Direct, assist, and oversee their current Project Managers and Production Staff providing services for prototypical and custom new build freestanding and...

At the MBTA, we envision a thriving region enabled by a best-in-class transit system. Our mission is to serve the public by providing safe, reliable, and accessible transportation. MBTA’s core values are built around safety, service, equity, and sustainability and each employee that works for the MBTA performs their roles based on our vision, mission, and values. This includes attendance, participation, and contribution in local safety committee meetings as needed. Job Summary The Director for Alternative Delivery will manage Senior Project managers and Project Managers in the delivery of the Authority's major capital investment projects utilizing Alternative Project Delivery Methods under MGL 149A. The Director will support the vision of Deputy Chief for Alternative Delivery for the successful development and execution of projects that utilize alternative delivery methods as defined by MGL 149A. The Director of Alternative Delivery will direct the efforts of MBTA engineering...

Duties Duties may include, but are not limited to: Health Technician (Optometry) GS-04, Duties: Employees at this grade level serve in a health technician (Optometry) entry level position. More experienced staff members guide and provide daily direct supervision for the health technicians (optometry). Health Technician (Optometry) GS-05, Duties: Employees at this grade level serve as developmental level 1 health technicians (optometry). It is expected they receive guidance from more experienced staff members for patient issues and require daily and direct contact with senior Optometry personnel at the work site. Health Technician (Optometry) GS-06, Duties: Employees at this grade level serve as developmental level 2 health technicians (optometry). The technicians operate and monitor commonly used equipment performing basic screening procedures. The health technicians (optometry) understand basic hygiene, cleaning and disinfection of reusable medical...

Duties Provide professional, independent, specialized mental health treatment to veterans who are diagnosed with Substance Use Disorders and who are experiencing a wide range of complex medical, psychiatric, emotional, behavioral, and psychosocial problems. Provides individual, group and family psychotherapy interventions used in the treatment of veterans with substance use disorders and comorbid mental health needs, including post-traumatic stress disorder, and serious mental health disorders. Implement Measurement Based Care for measuring effectiveness of clinical practice and services in specialty areas, utilizing outcome evaluations to improve treatment services. Use subjective and objective data in making clinical assessment of the veteran's needs. Develop treatment plans in coordination with RRTP Team Members, including goals for treatment. Establishes effective working relationships with VA staff and community-based agencies. Maintains a current and...

Duties Provide professional, independent, specialized mental health treatment to veterans who are diagnosed with Substance Use Disorders and who are experiencing a wide range of complex medical, psychiatric, emotional, behavioral, and psychosocial problems. Provides individual, group and family psychotherapy interventions used in the treatment of veterans with substance use disorders and comorbid mental health needs, including post-traumatic stress disorder, and serious mental health disorders. Implement Measurement Based Care for measuring effectiveness of clinical practice and services in specialty areas, utilizing outcome evaluations to improve treatment services. Use subjective and objective data in making clinical assessment of the veteran's needs. Develop treatment plans in coordination with RRTP Team Members, including goals for treatment. Establishes effective working relationships with VA staff and community-based agencies. Maintains a current and...

Working Title: Manager of Appeals Job Class: Staff Attorney Supervisor Agency: Department of Employment and Economic Development Job ID: 86081 Location: St. Paul Telework Eligible: Yes, may be eligible for some telework Full/Part Time: Full-Time Regular/Temporary: Unlimited Who May Apply: This vacancy is open for expressions of interest and for all qualified job seekers simultaneously. Expressions of interest should be submitted by 05/13/2025. Date Posted: 05/07/2025 Closing Date: 05/20/2025 Hiring Agency/Seniority Unit: Department of Employment & Economic Development / MMA Division/Unit: Paid Family & Medical Leave Work Shift/Work Hours: Day Shift, 8:00AM - 4:30PM Days of Work: Monday - Friday Travel Required: No Salary Range: $46.91 - $67.01 / hourly; $97,948 - $139,916 / annually Classified Status: Classified Bargaining Unit/Union: 216 - Middle Management Association (MMA) FLSA Status: Exempt - Executive Designated in...

Minimum Hourly Rate: $18.00 Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well. A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results. What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars? What about the perks? Access to our Marathon Health Clinics which provide FREE visits &...

🚀 About Flipster Flipster(flipster.io) is a next-level trading platform that is connecting investors to insight, and new opportunities brewing in the cryptoverse. We uncover exclusive opportunities and provide a high-performance platform to put them to work. We believe in an exciting, bold future for crypto. A decentralized, well-governed space, that sparks progress for investors, traders and amazingly innovative crypto projects simultaneously. Flipster will unlock access to ideas we can't even imagine yet. We aim to propel their development and uncover potential. As a Product Partnerships Manager at Flipster You will be responsible for assisting in the management and execution of partnership projects. You will work closely with partners to ensure the success of joint initiatives and drive user growth through creative and strategic deal-making. Responsibilities Identify and source new partnership opportunities aligned with Flipster’s strategic goals. Attend and...

Are you Ready to Engineer Your Career? At IMEG, one of the largest design consulting firms in the U.S., we strive to provide exciting and rewarding career opportunities to our team members. We work hard and are passionate about what we do but also love to have fun along the way. We celebrate the ability to be a firm of over 2900 employees in the US and beyond who still provides a local office approach and feel to each of our employee-owners. From opportunities to get involved and give back locally through our Community Involvement Committees to the ability to partner with exciting clients, we take our jobs seriously but have a great time in the process. As a company, we believe in investing in our team members and providing an environment for expansive growth. We put people first. We are proud to say we are a 100% employee-owned organization and take pride in our commitment to being a great place to work. We support this commitment through work-life balance, flexibility,...

Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Consulting - Technology Consulting – SAP Plant Maintenance – Asset Management – EAM – Manager Our objective is to provide clients with a unique business perspective on how to leverage SAP technology to improve their operations. This is rooted in EY’s SAP service line capabilities (Supply Chain, FICO, BPC, Data & Analytics, Customer, Tech/Arch and SuccessFactors) that are focused on helping clients improve performance and increase productivity. The opportunity EY's Agile Business Transformation enabled by SAP technology can help organizations address challenges in the digital era. Our EY SAP collaborative approach focuses on more than technology alone. We take a comprehensive, business-first view to address...

Job Description Job Title: Director of Communications and Marketing Location: El Reno Campus Reports To: Superintendent FLSA Status: 12 Months/ Exempt Benefits: Employee Health, Dental, Vision and Life Insurance; Oklahoma Teacher Retirement; Vacation, Sick, Personal, and Community Service Leave; Paid Holidays; $3600 Flex Benefit; Employee Tuition Reimbursement Assistance; 401a Employer Match Opportunity Job Group: BP TC Data Code: 4 Summary Responsible for development and implementation of CV Tech's marketing plan, recruitment strategies and budget. Serve as an advisor to the Superintendent and Senior Leadership Team. Assist in the development of school district strategic initiatives. Develop positive relationships with local media, stakeholders and staff. Supervise and manage the marketing and career readiness staff. EDUCATION And/or EXPERIENCE A minimum of a Bachelor's Degree in marketing, public relations or a related field from an accredited...

Aon Is Looking for A Broker - Trade Credit As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Brokerage group within Aon Risk Solutions. This position can be virtual in Baltimore, Maryland or hybrid in New York City. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed. What The Day Will Look Like Demonstrate thorough knowledge of the Trade Credit insurance marketplace, products and services, and develop productive business relationships with key insurance underwriters Responsible for all aspects of client service for assigned book of business including billing, policy collection, review, and transmittal in accordance with established...

Job Profile Summary This role focuses on providing professional and nonprofessional nursing care services in accordance with physician orders. In addition, this role focuses on performing the following Clinical Nurse duties: Assesses, plans, implements, and evaluates the care needs of a designated group of patients or provides nursing care and identified clinical support tasks within the scope of practice for achievement of the patient’s plan of care as directed. Provides professional nursing care to patients. Requires a nursing license. A professional individual contributor role that may direct the work of other lower level professionals or manage processes and programs. The majority of time is spent overseeing the design, implementation or delivery of processes, programs and policies using specialized knowledge and skills typically acquired through advanced education. A senior level role that requires advanced knowledge of job area typically obtained through advanced...

Join our Distribution Team at Bernick’s! ABOUT US: We are a family-owned company and we are a wholesale distributor of Pepsi products, beverages, fountain drinks, beer, vending products, and food services in central MN and western WI. As part of our team, you help us create an experience that makes customers say, “Bernick’s is our preferred partner!” ABOUT A DISTRIBUTION SUPERVISOR : “T ypical day ” “What you’re getting into” Distribution Supervisors are responsible for managing a Team of Drivers, while overseeing the transportation and delivery of Bernick’s beverage products. Throughout daily operations, it is the Distribution Supervisor’s top priority to maintain on-time deliveries, exceptional customer service, and overall first-class execution. To maximize productivity, Distribution Supervisors are the point of contact for assigned Drivers and provide effective communication to all Supply Chain Team Members. It is their responsibility to coach,...

Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Cyber threats, social media, massive data storage, privacy requirements and continuity of the business as usual require heavy information security measures. As an information security specialist, you will lead the implementation of security solutions for our clients and support the clients in their desire to protect the business. You will belong to an international connected team of specialists helping our clients with their most complex information security needs and contributing toward their business resilience. You will be working with our Advanced Security Centers to access the most sophisticated tools available to fight against cybercrime. The opportunity We will support you with career-long training and coaching...

Job Profile Summary This role focuses on providing professional and nonprofessional nursing care services in accordance with physician orders. In addition, this role focuses on performing the following Clinical Nurse duties: Assesses, plans, implements, and evaluates the care needs of a designated group of patients or provides nursing care and identified clinical support tasks within the scope of practice for achievement of the patient’s plan of care as directed. Provides professional nursing care to patients. Requires a nursing license. A professional individual contributor role that may direct the work of other lower level professionals or manage processes and programs. The majority of time is spent overseeing the design, implementation or delivery of processes, programs and policies using specialized knowledge and skills typically acquired through advanced education. A senior level role that requires advanced knowledge of job area typically obtained through advanced...

Job Description Building Enclosure Consultant & BECxP – Senior Project Manager – Northeast Ohio Intertek, a leading provider of quality and safety solutions to many of the world’s top-recognized brands and companies, is actively seeking a Senior Project Manager to join our Building Science Solutions team in either Cleveland, Ohio or Pittsburgh, PA . This person will cover the Northeast of Ohio and can sit near a local office. This is a fantastic opportunity to grow a versatile career in the building enclosure testing industry! Intertek's Building and Construction division is a suite of Intertek brands that are industry leaders across multiple architecture, engineering and construction disciplines, developing the most innovative product and project solutions. Intertek's project-related assurance, testing, inspection and consulting services are the risk management and quality assurance partner you need to ensure the reliability, safety and performance of your new...

Job Description Are you a sales pro looking to excel in an exciting, large-scale arena? Oracle is a market leader in Cloud ERP because we connect thousands of companies with enterprise products they can trust. This is your opportunity to use your experience with ERP/ERM/CX Sales & Service/HCM to make a big splash in your career. We're looking for an Industry Sales Executive to provide expertise in finance and budgeting solutions tied to Oracle's suite of products. Using your knowledge of ERP, HCM and CX, you'll work alongside Oracle's best sales executives to solve sophisticated customer problems and translate customer requirements into technical solutions. By selling our software/solutions, you'll play a crucial role in driving the continued success of Oracle's Enterprise Applications in North America. If you're ready to bring your sales skills to the forefront of ERP, come and join us! About Oracle ERP, HCM and CX Oracle's outstanding suite of...