Relationship Manager Salary at Bedrock Wealth Strategies BETA

Client Relationship Manager We are seeking a Client Relationship Manager to join a growing Fintech client in NY, NY. In this role, you will be responsible for managing and expanding relationships with a growing client base, with a primary focus on asset managers. The CRM will play a critical role in onboarding clients, driving platform engagement, and securing renewals and upsells. Hybrid: On-Site in NY, NY 3 days per week Primary Responsibilities: Cultivate and nurture strong relationships with existing clientele. Collaborate with various client teams (such as RFP, Sales/Distribution, and Marketing) to grasp their requirements and practical applications. Methodically onboard and integrate clients onto the platform, ensuring ongoing engagement. Conduct platform demonstrations and updates for client teams, coordinating internally as needed. Drive client responsiveness and utilization of the platform. Handle client inquiries and support internal sales and CRM teams. Gather client feedbac

Whether you are working in a Pharmacy looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, Healthcare Marketing Group, LLC is a great opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans. Our Pharmacy Savings Card works like GoodRx and SingleCare. With savings of up to 80% off prescriptions, we provide the highest discounts in the industry! We are now seekingPharmacy Relationship Managers in your area!* What does a Pharmacy Relationship Manager do? Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers Re

Whether you are working in a Pharmacy, a seasoned healthcare sales expert, or aspiring to break into the Medical Sales industry, Healthcare Marketing Group, LLC provides an excellent opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans. Our Pharmacy Savings Card works like GoodRx and SingleCare. With savings of up to 80% off prescriptions, we provide the highest discounts in the industry! We are now seekingPharmacy Relationship Managers in your area!* What does a Pharmacy Relationship Manager do? Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers Requirements What

Our Company IBISWorld is a global leader in industry market research with a loyal following of the world's elite businesses. How did we come to be a global leader? It's all about our people...and we are looking to add even more talented people to our growing marketing team. IBISWorld is a place where we love coming to work every day, but also offers flexible, hybrid working arrangements because we know work life balance is important to your success. Do you want an environment where decisions are made together? Are you looking to play an integral role to the strategic growth of a company? Are you wanting to take the next step in building something bigger where you can influence strategic company outcomes from the bottom up? At IBISWorld, our people are our most important asset. Our offices are filled with professionals who work hard for our clients, and love to have fun. We promote a supportive and collaborative environment where management is invested in your development and growth. Be

The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. That's why, at Apex Group, we will do more than simply 'empower' you. We will work to supercharge your unique skills and experience. Take the lead and we'll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you The Role & Key Responsibilities You will have to develop a

ECI is the leading global provider of managed services, cybersecurity, and business transformation for mid-market financial services organizations across the globe. From its unmatched range of services, ECI provides stability, security and improved business performance, freeing clients from technology concerns and enabling them to focus on running their businesses. More than 1,000 customers worldwide with over $3 trillion of assets under management put their trust in ECI. At ECI, we believe success is driven by passion and purpose. Our passion for technology is only surpassed by our commitment to empowering our employees around the world. The Opportunity: ECI has an exciting opportunity for an experienced Customer Relationship Manager (CRM). The Client Relationship Manager is a trusted advisor to our customers and is responsible for the relationship-focused management of ECI clients. The CRM works with clients to understand their desired outcomes from ECI services and sets benchmarks f

PLEASE NOTE: ONLY LOCAL CANDIDATES ARE ELIGIBLE FOR CONSIDERATION Role and Responsibilities: Assist Senior Advisors in preparing for client meetings, including gathering data, conducting research, and preparing presentations. Participate in client meetings as needed, observing client interactions and learning best practices. Respond to client inquiries regarding trade confirmations, account statements, and other operational matters in a timely and professional manner. Build and maintain strong relationships with clients. Conduct basic financial planning analyses, including cash flow modeling, retirement planning, and estate planning. Assist in the preparation of financial plans and investment proposals. Research and analyze investment options, including stocks, bonds, mutual funds, and other asset classes. Monitor client portfolios and prepare performance reports. Maintain accurate and up-to-date client records. Prepare and maintain various administrative documents, such as client corr

Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further. Overview: The Private Equity group was founded in 2012, and has added ov