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Commercial Account Manager
Key Responsibilities Collaborate with internal teams to develop and implement customized service strategies for clients Handle insurance quotes and proposals, summarizing program options to assist clients in decision-making Maintain accurate client
Manager, Retirement Plan Services
Key Responsibilities Lead the Complex Services team and manage Company processing of complex transactions Establish and implement team priorities, performance goals, and provide training and development opportunities Maintain relationships with...internal stakeholders and report on performance metrics to identify improvement opportunities Required Qualifications 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) 5+ years of experience in Client
FinTech Legal Partner
FinTech companies on regulatory compliance and navigate the evolving financial services landscape Support clients in M&A, joint ventures, and corporate transactions involving technology-driven financial services Collaborate with in-house teams to develop...policies and strengthen internal controls related to financial products Required Qualifications At least 10+ years of corporate legal practice, including in-house attorney experience Deep expertise in advising on federal and state banking laws, compliance
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State Licensed Financial Services Partner
Key Responsibilities Advise FinTech companies on regulatory compliance and risk management Represent clients in regulatory investigations and corporate transactions Collaborate with internal teams to develop policies and innovative financial products
Strategic Partner Account Manager
Key Responsibilities: Identify, evaluate, and manage key partners that align with the company's goals Serve as the primary point of contact for partners, fostering long-term relationships Collaborate with internal teams to develop joint initiatives
Affiliate Account Manager
Key Responsibilities Collaborate with clients and internal teams to develop and optimize campaign strategies Oversee affiliate onboarding, manage paid placements, and prepare performance reports Serve as the primary contact for brands and internal
Client Services Manager
Key Responsibilities Project manage and direct daily operations of campaign delivery, including budgeting and timelines Manage and mentor at least one Campaign Executive, supporting their professional development Lead or participate in internal and
Account Manager
Key Responsibilities Engage with existing accounts to identify upsell and cross-sell opportunities along with renewals Collaborate with internal teams to develop tailored solutions for client challenges Analyze account data to uncover growth opportunities
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