Client Manager jobs at Bank of America

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's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. 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: The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model. 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. This role is an FA Paid Resource. Skills: Account Management Business Acumen Client Management Client Solutions Advisory Portfolio Management Referral Identification Referral Management Relationship Building Administrative Services Client Investments Management Customer Service Management Process Simplification Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Role Requirements Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support SAFE ACT Registration Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission ("SEC") Obtain and/or maintain at least one firm approved designation Possess and demonstrate strong communication skills Ability to lead through collaboration and influence without direct authority Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once Thorough knowledge and understanding of the suite of Wealth Management products and services Proven ability to manage risk and support sound decisions Ability to research escalated client issues for response/resolution Job Band: H5 Shift: 1st shift (United States of America) Hours Per Week: 40 Weekly Schedule: Referral Bonus Amount: 0 -->

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's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. 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 job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME).The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit Oversees the client service experience and reviews the approval of new client accounts Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Managing the branch's Wealth Management Client Associates and Service Support Staff Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge Coaching teams to deliver a modern, digital first service model focusing on client satisfaction Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted Minimum of 5+ years professional experience Key Qualifications for the role: Current or previous Merrill Wealth Management experience strongly preferred Self-motivated and client centric Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) Prior trend analysis experience Strong customer service and communication skills Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: Compensation Analysis Performance Management Process Performance Management Referral Management Workforce Planning Due Diligence Internal Audit Review Leadership Development Recruiting Risk Management Client Management Customer Service Management Employee Counseling Succession Planning Trade Operations Management Job Band: H4 Shift: 1st shift (United States of America) Hours Per Week: 40 Weekly Schedule: Referral Bonus Amount: 8000 Pay Transparency details US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842) Pay and benefits information Pay range $115,000.00 - $155,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. -->

Capital One Shopping is looking for a Director of Client Development to join the Partnerships Team. You'll be responsible for partnering with our top merchants to help them succeed leveraging Capital One Shopping's suite of solutions. In this client-facing role, the team is looking for a sales leader with product, data, and strategic account management experience to help integrate and create bespoke solutions for our top merchants. You'll act as a key liaison between our clients and internal teams. Key Responsibilities Include: Partner with key external stakeholders including C-suite level contacts to help grow and cultivate Capital One Shopping Leverage data and analytical methodologies to optimize and grow your book of business Teach, support, and train agencies, industry partners, and other stakeholders on Capital One Shopping Work with Product, Revenue Management, and other constituents to help drive our business Technical skills (utilizing analytic platforms, APIs, and proprietary tools) are a plus Building a pipeline of enterprise , and owning a broad portfolio of enterprise relationships; proven ability to influence and build consensus across multiple teams Demonstrated success leveraging data, analytical and communication skills Create and deliver executive level decks & materials An ideal candidate will possess: Strong strategic, analytical, and data-analysis skills Demonstrated experience and results in strategic client facing (in-person, phone, email) interactions Experience in identifying, creating, and building strategies to achieve organizational objectives Prior experience in taking full ownership of client relationships and the ability to partner with internal stakeholders to create customized solutions for partners Experience partnering on and creating product roadmaps A strong deference to team culture, collaboration, and open communication Demonstrable expertise in developing and executing successful retail partnership programs, joint marketing initiatives, and co-op advertising campaigns Collaborate across our client team and within the commerce & retail media organization to solve, innovate, build skills and develop thought leadership and best practices Basic Qualifications: Bachelor's Degree or Military experience At least 12 years of experience in a strategic client facing sales or account management roles At least 8 years of experience reviewing or analyzing data Preferred Qualifications: MBA 10+ years of affiliate, enterprise sales, or performance marketing experience 8+ years of leading high functioning Sales teams Experience managing technical sales and integrations At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $181,800 - $207,500 for Director, Client Development Richmond, VA: $181,800 - $207,500 for Director, Client Development Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Join Our Global Payments Corporate Sales team where you will drive strategic client partnerships, ensuring business retention and growth in a dynamic, global environment. As a Payments Client Manager (PCM) in the Global Payments Corporate Sales organization, you will manage a portfolio of well-established and complex client relationships within a specific industry or region, responsible for client objectives and for fostering strong partnerships to retain, optimize and deepen those relationships. Acting as the client's advocate within the firm, you will effectively navigate the organization on their behalf, ensuring ongoing business retention and promoting long-term growth. **About the Sales Success Function:** Our core focus is to drive business growth by ensuring successful sales efforts throughout the sales cycle, underpinned by disciplined process management and a robust risk framework. We achieve ongoing sales success through effective client management and seamless sales execution, delivering on client mandates and contractual obligations to retain and expand existing relationships while achieving desired business outcomes. Looking ahead, we empower the sales organization with the right processes, tools, communication, and training to consistently achieve and exceed their targets within a sound risk and controls environment. **Job responsibilities:** + Serving as a trusted advisor to clients, understanding industry nuances, the client operating model and objectives, providing strategic insights and recommendations and serve as a primary contact for the client + Collaborate across Global Payment Sales Managers, Product Sales Specialists, Client Service Account Managers, Implementation Managers, Onboarding teams, and Corporate Banking partners to meet client specific needs/requirements + Prepare and deliver periodic business reviews and analysis on strategic client relationship; monitor and maintain client health indicators, proactively addressing issues + Drive product and solutions activation to enhance client value + Obtain the correct deal documentation, ensure functional alignment, and secure necessary approvals to expedite deal execution + Drive deal execution to achieve timely realization of business outcomes + Manage pricing events and optimize pricing to maximize revenue, and oversee the setup, maintenance, and monitoring of credit facilities to optimize utilization + Manage Know Your Customer (KYC) requirements and provide clients with necessary regulatory updates + Take ownership of ensuring high standards in pipeline and account planning and be responsible for the accurate administration of client coverage + Lead and be accountable for the governance of deals and the effective implementation of requests **Required qualifications, skills and capabilities:** + 5+ years of experience in client management, sales, or a related role + Experience working with large multi-dimensional clients (multiple products/regions/etc.) + Strong understanding of payments products and payments industry dynamics + Knowledge of Public Sector Industry + Excellent communication and interpersonal skills + Ability to build and maintain strong client relationships + Analytical mindset with the ability to identify growth opportunities and optimize processes + Proficiency in CRM software and Microsoft Office Suite + This role supports US Federal government contracts that require, U.S. citizenship or lawful permanent status JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Washington,DC $123,500.00 - $179,000.00 / year

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. Building lasting relationships is at the heart of our business and that's exactly what members of our sales team do best. Use your entrepreneurial mindset and consultative approach to create rewarding opportunities for both our customers and yourself, while being backed by an iconic brand. Whether you're helping our customers get the most value from our range of innovative products and services, or collaborating internally across teams to deliver new solutions, your work can help us become an essential part of our customers' lives. Find your place in sales on #TeamAmex. This Senior Client Manager (CLM) position is responsible for managing a portfolio of approximately 75 merchants in both B2B and B2C industries generating over $1 billion in annual American Express charge volume. These are well-known companies that reside in industries such as construction, technology, manufacturing, restaurant, hospitality, and retail. With an emphasis on growing B2B partnerships with our merchants and suppliers, responsibilities include managing and expanding American Express' merchant relationships through developing and delivering valuable insights, solutions, consultation, and creativity. This includes establishing deep, mutually beneficial relationships with the merchants and driving profitable incremental revenue. By understanding the needs of the merchant, industry trends, and aligning AXP capabilities, CLMs serve as consultants to develop and sell customized Amex solutions that help merchants improve operational efficiencies, drive incremental revenue growth, and identify future opportunities. Do you enjoy a dynamic, collaborative work environment where you can make a mark? Are you someone who knows how to drive significant business results and new partnerships? Are you excited to join a team culture that is opportunistic, innovative, accountable, customer-oriented, and results-focused? If so, this role is for you. **In this role, specific responsibilities are to:** + Manage a portfolio of approximately 90 strategic cross industry merchants located in Virginia, DC, Maryland, and West Virginia + Establish and build strong relationships through consistent in-person and virtual interaction with merchants regarding their business model, industry, marketplace, etc. + Elevate, deepen, and broaden C-Level, Finance, Treasury, Sales and Marketing Relationships within portfolio with focus on leveraging those relationships to drive revenue for Amex. + Identify and expand existing business relationships, close acceptance gaps with Merchants, and develop strategic portfolio / account plans. + Provide proactive consultation to drive business growth and improve customer satisfaction. + Develop and execute strategic account plans to grow Amex revenue, market share and increase profitability. + Increase Amex relevance by consistently and effectively communicating the value story. + Consistently track / evaluate business results with a focus on moving opportunities through sales pipeline. + Build and leverage relationships with internal network to efficiently execute against account growth plans. + Increase Merchant Satisfaction (NPS score). **Qualifications:** + Strong track record of relationship management and consultative selling skills with a demonstrated ability to establish, maintain and deepen partnerships with customers, and identify and drive profitability within the portfolio. + Demonstrate a great sense of curiosity to generate ideas, problem-solve, and to identify new opportunities for business growth + Ability to influence others and work collaboratively across Amex teams to ensure seamless integration with key partners in Pricing, Risk, Operations, Payments Consulting and Legal + Must be highly customer-focused and results-driven, with the ability to work on multiple initiatives simultaneously both autonomously and as part of a team. + Ability to collaborate and work effectively at all levels with a proven ability to influence without direct authority. + Strong analytical skills with a focus on manipulating merchant metrics in excel to determine portfolio strategy / approach. + Excellent financial skills, strong qualitative and analytical skills, and the ability to prepare financial analysis in order to support value propositions and support growth proposals. + Strong negotiation, influencing and collaboration skills are required. + Highly customer focused, a self-starter and a results-driven individual. + Ability to articulate value proposition and connect it to the customer's business model. + Strong presentation/negotiation skills and the ability to build rapport and credibility. + Proven success of influencing and collaborating with C-level decision makers. + Excellent oral/written communication and be proficient in MS Office applications. + Minimum of 5 years of proven success in account management/sales and portfolio planning preferred. Ability to communicate frequently, candidly, and clearly. Ability to listen and adapt/pivot approach. + Knowledge of the Merchant / acquiring business and/or the U.S. payments industry are strongly preferred. + Position is Virtual and the candidate must reside in DMV area where most of the merchants in the portfolio are based, with willingness to travel to southern VA and West Virginia. + Educational requirement: Minimum of a college degree, MBA preferred. **Qualifications** Salary Range: $80,000.00 to $155,000.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the [Enter Country Here] is required as the company will not pursue visa sponsorship for this position. **Job:** Sales **Primary Location:** US-Virginia **Other Locations:** US-District of Columbia, US-Maryland **Schedule** Full-time **Req ID:** 25008955

**You Lead the Way. We've Got Your Back.** With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you'll learn and grow as we help you create a career journey that's unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally. At American Express, you'll be recognized for your contributions, leadership, and impact-every colleague has the opportunity to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we'll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong. Join Team Amex and let's lead the way together. At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Global Merchant and Network Services (GMNS) is the merchant network of American Express that acquires and maintains relationships with merchants that welcome American Express branded cards. Our goal is to be an indispensable payments partner to our merchant clients while simultaneously delivering differentiated products and services that meet or exceed their needs and drive revenue growth and premium economics for both the merchants and American Express. B2B is a critical priority for the Global Merchant Services business, and American Express, and this role offers a prime opportunity to be part of a strategic growth industry for the Enterprise. This role sits within the B2B Product, Partner, and Client Management Group (BPPC) within Merchant Services - U.S. and is responsible for overseeing a portfolio that contains 25 Merchants in the Freight and wholesale verticals of varying size from $8M to ~$250M. The Merchant accounts must be prioritized and organized both for business expansion and customer satisfaction. Our mission is to be warmly welcomed by Merchants and support their growth through American Express forms of payment including credit cards, virtual cards, Accounts Payable Automation, Buyer Initiated Payments (BIP), and innovative product offerings as they become available. **How will you make an impact in this role?** The Freight and Wholesale vertical offers an opportunity to deliver innovation and efficiency to provide incremental value to our merchant partners. The vertical presents a high level of interaction and engagement across the Blue Box. Managing this portfolio provides the opportunity to leverage strategic thinking, strong relationship management, and consultative selling skills to drive incremental revenue for American Express. Candidates considered for this position will demonstrate a robust account management and business development background, an ability to think innovatively, possess strong financial and analytical skills and the ability to lead in a fast-paced and highly complex environment while contributing to a fun and positive team dynamic as an informal leader. **Core expectations are:** + **Strategic Ownership:** Build and execute a strong account growth strategy tailored to drive Merchant engagement, expand relationship contact maps, improve client satisfaction with the goal to grow profitable American Express share. + **Sales Leadership:** Identify, pitch, and close high-value opportunities across the portfolio. Use a consultative sales approach to uncover client needs and position American Express solutions to meet their needs. + **Pipeline Development:** Drive portfolio growth and retention by developing a strong pipeline. Proactively hunt for new growth opportunities within the portfolio, leveraging data, internal partners, and industry insights while also identifying areas of risk that require retention efforts. + **Relationship Management:** Cultivate and leverage relationships across the Merchant's organization to identify opportunities for growth and expand American Express share. Build trust and credibility through strategic insight, responsiveness, and value delivery. + **Project Management:** Lead and manage multi-stakeholder initiatives internally and externally. Ensure flawless execution of client deliverables, campaigns, and enablement strategies. + **Internal Collaboration:** Partner with cross functional partners including Pricing, Legal, Marketing and more to align on client goals and deliver seamless, compliant solutions. + **Performance Tracking:** Deliver against goals by leveraging American Express assets to drive AXP revenue. Monitor portfolio performance against goals. Regularly report on wins, pipeline, risks, and market shifts. **Minimum Qualifications:** + Experience in the Freight industry preferred + 5-8 years of experience in B2B sales, account management, or client success + Proven track record of closing large, complex deals and managing senior relationships + Experienced relationship manager with proven ability to learn quickly, develop strong client relationships, sell-in initiatives and uncover new opportunities to grow revenue and share. + Strong communication with the ability to present to different audience types including Senior/C-level stakeholders. + Effective negotiation and project management skills, with the ability to prioritize effectively and drive results. + Excellent influence management skills and the ability to work collaboratively across a wide variety of external and internal partners. + Analytical with strong financial acumen that can critically think to problem-solve. + Self-starter and can operate in autonomy. + Collaborative team player with a will to win. + Solid foundation in Microsoft Office: PowerPoint and Excel + Bachelor's degree required, MBA a plus + Candidate must reside or be willing to relocate on their own to the East Coast US. **Preferred Qualifications:** + Familiarity with financial statements: Income Statement, Balance Sheet and Cash Flows Statement. + Possess the ability to understand the unique challenges facing B2B merchants. + Knowledge of B2B payments, experience developing B2B marketing promotions and/or experience in B2B Issuing organizations a plus. + Virtual based position, candidates must live near city with airports preferred. **Qualifications** Salary Range: $80,000.00 to $155,000.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** **Job:** Sales **Primary Location:** US-New York **Other Locations:** US-New Jersey, US-Texas-Dallas, US-Vermont, US-Pennsylvania, US-North Carolina, US-South Carolina, US-Rhode Island, US-Florida, US-New Hampshire, US-Maryland, US-Ohio-Cincinnati, US-Connecticut, US-Virginia, US-Georgia, US-Massachusetts **Schedule** Full-time **Req ID:** 25009330

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. Building lasting relationships is at the heart of our business and that's exactly what members of our sales team do best. Use your entrepreneurial mindset and consultative approach to create rewarding opportunities for both our customers and yourself, while being backed by an iconic brand. Whether you're helping our customers get the most value from our range of innovative products and services, or collaborating internally across teams to deliver new solutions, your work can help us become an essential part of our customers' lives. Find your place in sales on #TeamAmex. This Senior Client Manager (CLM) position is responsible for managing a portfolio of approximately 75 merchants in both B2B and B2C industries generating over $1 billion in annual American Express charge volume. These are well-known companies that reside in industries such as construction, technology, manufacturing, restaurant, hospitality, and retail. With an emphasis on growing B2B partnerships with our merchants and suppliers, responsibilities include managing and expanding American Express' merchant relationships through developing and delivering valuable insights, solutions, consultation, and creativity. This includes establishing deep, mutually beneficial relationships with the merchants and driving profitable incremental revenue. By understanding the needs of the merchant, industry trends, and aligning AXP capabilities, CLMs serve as consultants to develop and sell customized Amex solutions that help merchants improve operational efficiencies, drive incremental revenue growth, and identify future opportunities. Do you enjoy a dynamic, collaborative work environment where you can make a mark? Are you someone who knows how to drive significant business results and new partnerships? Are you excited to join a team culture that is opportunistic, innovative, accountable, customer-oriented, and results-focused? If so, this role is for you. **In this role, specific responsibilities are to:** + Manage a portfolio of approximately 90 strategic cross industry merchants located in Virginia, DC, Maryland, and West Virginia + Establish and build strong relationships through consistent in-person and virtual interaction with merchants regarding their business model, industry, marketplace, etc. + Elevate, deepen, and broaden C-Level, Finance, Treasury, Sales and Marketing Relationships within portfolio with focus on leveraging those relationships to drive revenue for Amex. + Identify and expand existing business relationships, close acceptance gaps with Merchants, and develop strategic portfolio / account plans. + Provide proactive consultation to drive business growth and improve customer satisfaction. + Develop and execute strategic account plans to grow Amex revenue, market share and increase profitability. + Increase Amex relevance by consistently and effectively communicating the value story. + Consistently track / evaluate business results with a focus on moving opportunities through sales pipeline. + Build and leverage relationships with internal network to efficiently execute against account growth plans. + Increase Merchant Satisfaction (NPS score). **Qualifications:** + Strong track record of relationship management and consultative selling skills with a demonstrated ability to establish, maintain and deepen partnerships with customers, and identify and drive profitability within the portfolio. + Demonstrate a great sense of curiosity to generate ideas, problem-solve, and to identify new opportunities for business growth + Ability to influence others and work collaboratively across Amex teams to ensure seamless integration with key partners in Pricing, Risk, Operations, Payments Consulting and Legal + Must be highly customer-focused and results-driven, with the ability to work on multiple initiatives simultaneously both autonomously and as part of a team. + Ability to collaborate and work effectively at all levels with a proven ability to influence without direct authority. + Strong analytical skills with a focus on manipulating merchant metrics in excel to determine portfolio strategy / approach. + Excellent financial skills, strong qualitative and analytical skills, and the ability to prepare financial analysis in order to support value propositions and support growth proposals. + Strong negotiation, influencing and collaboration skills are required. + Highly customer focused, a self-starter and a results-driven individual. + Ability to articulate value proposition and connect it to the customer's business model. + Strong presentation/negotiation skills and the ability to build rapport and credibility. + Proven success of influencing and collaborating with C-level decision makers. + Excellent oral/written communication and be proficient in MS Office applications. + Minimum of 5 years of proven success in account management/sales and portfolio planning preferred. Ability to communicate frequently, candidly, and clearly. Ability to listen and adapt/pivot approach. + Knowledge of the Merchant / acquiring business and/or the U.S. payments industry are strongly preferred. + Position is Virtual and the candidate must reside in DMV area where most of the merchants in the portfolio are based, with willingness to travel to southern VA and West Virginia. + Educational requirement: Minimum of a college degree, MBA preferred. **Qualifications** Salary Range: $80,000.00 to $155,000.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the [Enter Country Here] is required as the company will not pursue visa sponsorship for this position. **Job:** Sales **Primary Location:** US-Virginia **Other Locations:** US-District of Columbia, US-Maryland **Schedule** Full-time **Req ID:** 25008955

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. Building lasting relationships is at the heart of our business and that's exactly what members of our sales team do best. Use your entrepreneurial mindset and consultative approach to create rewarding opportunities for both our customers and yourself, while being backed by an iconic brand. Whether you're helping our customers get the most value from our range of innovative products and services, or collaborating internally across teams to deliver new solutions, your work can help us become an essential part of our customers' lives. Find your place in sales on #TeamAmex. This Senior Client Manager (CLM) position is responsible for managing a portfolio of approximately 75 merchants in both B2B and B2C industries generating over $1 billion in annual American Express charge volume. These are well-known companies that reside in industries such as construction, technology, manufacturing, restaurant, hospitality, and retail. With an emphasis on growing B2B partnerships with our merchants and suppliers, responsibilities include managing and expanding American Express' merchant relationships through developing and delivering valuable insights, solutions, consultation, and creativity. This includes establishing deep, mutually beneficial relationships with the merchants and driving profitable incremental revenue. By understanding the needs of the merchant, industry trends, and aligning AXP capabilities, CLMs serve as consultants to develop and sell customized Amex solutions that help merchants improve operational efficiencies, drive incremental revenue growth, and identify future opportunities. Do you enjoy a dynamic, collaborative work environment where you can make a mark? Are you someone who knows how to drive significant business results and new partnerships? Are you excited to join a team culture that is opportunistic, innovative, accountable, customer-oriented, and results-focused? If so, this role is for you. **In this role, specific responsibilities are to:** + Manage a portfolio of approximately 90 strategic cross industry merchants located in Virginia, DC, Maryland, and West Virginia + Establish and build strong relationships through consistent in-person and virtual interaction with merchants regarding their business model, industry, marketplace, etc. + Elevate, deepen, and broaden C-Level, Finance, Treasury, Sales and Marketing Relationships within portfolio with focus on leveraging those relationships to drive revenue for Amex. + Identify and expand existing business relationships, close acceptance gaps with Merchants, and develop strategic portfolio / account plans. + Provide proactive consultation to drive business growth and improve customer satisfaction. + Develop and execute strategic account plans to grow Amex revenue, market share and increase profitability. + Increase Amex relevance by consistently and effectively communicating the value story. + Consistently track / evaluate business results with a focus on moving opportunities through sales pipeline. + Build and leverage relationships with internal network to efficiently execute against account growth plans. + Increase Merchant Satisfaction (NPS score). **Qualifications:** + Strong track record of relationship management and consultative selling skills with a demonstrated ability to establish, maintain and deepen partnerships with customers, and identify and drive profitability within the portfolio. + Demonstrate a great sense of curiosity to generate ideas, problem-solve, and to identify new opportunities for business growth + Ability to influence others and work collaboratively across Amex teams to ensure seamless integration with key partners in Pricing, Risk, Operations, Payments Consulting and Legal + Must be highly customer-focused and results-driven, with the ability to work on multiple initiatives simultaneously both autonomously and as part of a team. + Ability to collaborate and work effectively at all levels with a proven ability to influence without direct authority. + Strong analytical skills with a focus on manipulating merchant metrics in excel to determine portfolio strategy / approach. + Excellent financial skills, strong qualitative and analytical skills, and the ability to prepare financial analysis in order to support value propositions and support growth proposals. + Strong negotiation, influencing and collaboration skills are required. + Highly customer focused, a self-starter and a results-driven individual. + Ability to articulate value proposition and connect it to the customer's business model. + Strong presentation/negotiation skills and the ability to build rapport and credibility. + Proven success of influencing and collaborating with C-level decision makers. + Excellent oral/written communication and be proficient in MS Office applications. + Minimum of 5 years of proven success in account management/sales and portfolio planning preferred. Ability to communicate frequently, candidly, and clearly. Ability to listen and adapt/pivot approach. + Knowledge of the Merchant / acquiring business and/or the U.S. payments industry are strongly preferred. + Position is Virtual and the candidate must reside in DMV area where most of the merchants in the portfolio are based, with willingness to travel to southern VA and West Virginia. + Educational requirement: Minimum of a college degree, MBA preferred. **Qualifications** Salary Range: $80,000.00 to $155,000.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the [Enter Country Here] is required as the company will not pursue visa sponsorship for this position. **Job:** Sales **Primary Location:** US-Virginia **Other Locations:** US-District of Columbia, US-Maryland **Schedule** Full-time **Req ID:** 25008955

**You Lead the Way. We've Got Your Back.** With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you'll learn and grow as we help you create a career journey that's unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally. At American Express, you'll be recognized for your contributions, leadership, and impact-every colleague has the opportunity to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we'll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong. Join Team Amex and let's lead the way together. At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Global Merchant and Network Services (GMNS) is the merchant network of American Express that acquires and maintains relationships with merchants that welcome American Express branded cards. Our goal is to be an indispensable payments partner to our merchant clients while simultaneously delivering differentiated products and services that meet or exceed their needs and drive revenue growth and premium economics for both the merchants and American Express. B2B is a critical priority for the Global Merchant Services business, and American Express, and this role offers a prime opportunity to be part of a strategic growth industry for the Enterprise. This role sits within the B2B Product, Partner, and Client Management Group (BPPC) within Merchant Services - U.S. and is responsible for overseeing a portfolio that contains 25 Merchants in the Freight and wholesale verticals of varying size from $8M to ~$250M. The Merchant accounts must be prioritized and organized both for business expansion and customer satisfaction. Our mission is to be warmly welcomed by Merchants and support their growth through American Express forms of payment including credit cards, virtual cards, Accounts Payable Automation, Buyer Initiated Payments (BIP), and innovative product offerings as they become available. **How will you make an impact in this role?** The Freight and Wholesale vertical offers an opportunity to deliver innovation and efficiency to provide incremental value to our merchant partners. The vertical presents a high level of interaction and engagement across the Blue Box. Managing this portfolio provides the opportunity to leverage strategic thinking, strong relationship management, and consultative selling skills to drive incremental revenue for American Express. Candidates considered for this position will demonstrate a robust account management and business development background, an ability to think innovatively, possess strong financial and analytical skills and the ability to lead in a fast-paced and highly complex environment while contributing to a fun and positive team dynamic as an informal leader. **Core expectations are:** + **Strategic Ownership:** Build and execute a strong account growth strategy tailored to drive Merchant engagement, expand relationship contact maps, improve client satisfaction with the goal to grow profitable American Express share. + **Sales Leadership:** Identify, pitch, and close high-value opportunities across the portfolio. Use a consultative sales approach to uncover client needs and position American Express solutions to meet their needs. + **Pipeline Development:** Drive portfolio growth and retention by developing a strong pipeline. Proactively hunt for new growth opportunities within the portfolio, leveraging data, internal partners, and industry insights while also identifying areas of risk that require retention efforts. + **Relationship Management:** Cultivate and leverage relationships across the Merchant's organization to identify opportunities for growth and expand American Express share. Build trust and credibility through strategic insight, responsiveness, and value delivery. + **Project Management:** Lead and manage multi-stakeholder initiatives internally and externally. Ensure flawless execution of client deliverables, campaigns, and enablement strategies. + **Internal Collaboration:** Partner with cross functional partners including Pricing, Legal, Marketing and more to align on client goals and deliver seamless, compliant solutions. + **Performance Tracking:** Deliver against goals by leveraging American Express assets to drive AXP revenue. Monitor portfolio performance against goals. Regularly report on wins, pipeline, risks, and market shifts. **Minimum Qualifications:** + Experience in the Freight industry preferred + 5-8 years of experience in B2B sales, account management, or client success + Proven track record of closing large, complex deals and managing senior relationships + Experienced relationship manager with proven ability to learn quickly, develop strong client relationships, sell-in initiatives and uncover new opportunities to grow revenue and share. + Strong communication with the ability to present to different audience types including Senior/C-level stakeholders. + Effective negotiation and project management skills, with the ability to prioritize effectively and drive results. + Excellent influence management skills and the ability to work collaboratively across a wide variety of external and internal partners. + Analytical with strong financial acumen that can critically think to problem-solve. + Self-starter and can operate in autonomy. + Collaborative team player with a will to win. + Solid foundation in Microsoft Office: PowerPoint and Excel + Bachelor's degree required, MBA a plus + Candidate must reside or be willing to relocate on their own to the East Coast US. **Preferred Qualifications:** + Familiarity with financial statements: Income Statement, Balance Sheet and Cash Flows Statement. + Possess the ability to understand the unique challenges facing B2B merchants. + Knowledge of B2B payments, experience developing B2B marketing promotions and/or experience in B2B Issuing organizations a plus. + Virtual based position, candidates must live near city with airports preferred. **Qualifications** Salary Range: $80,000.00 to $155,000.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** **Job:** Sales **Primary Location:** US-New York **Other Locations:** US-New Jersey, US-Texas-Dallas, US-Vermont, US-Pennsylvania, US-North Carolina, US-South Carolina, US-Rhode Island, US-Florida, US-New Hampshire, US-Maryland, US-Ohio-Cincinnati, US-Connecticut, US-Virginia, US-Georgia, US-Massachusetts **Schedule** Full-time **Req ID:** 25009330

North Bethesda, Maryland **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************* **:** 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's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. 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 job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 **Pay Transparency details** US - MD - North Bethesda - 11810 GRAND PARK AVE (MD9900) Pay and benefits information Pay range $115,000.00 - $155,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "Know your Rights" poster, CLICK HERE (************************************************************************************** . View the LA County Fair Chance Ordinance (************************************************************************************************** . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE . 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

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's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. 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 job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: * Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth * Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service * Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit * Oversees the client service experience and reviews the approval of new client accounts * Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. * Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. * Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. * People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. * Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. * Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. * Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: * Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill * Managing the branch's Wealth Management Client Associates and Service Support Staff * Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel * Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge * Coaching teams to deliver a modern, digital first service model focusing on client satisfaction * Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise * Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: * Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted * Minimum of 5+ years professional experience Key Qualifications for the role: * Current or previous Merrill Wealth Management experience strongly preferred * Self-motivated and client centric * Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures * Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) * Prior trend analysis experience * Strong customer service and communication skills * Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: * Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: * Compensation Analysis * Performance Management * Process Performance Management * Referral Management * Workforce Planning * Due Diligence * Internal Audit Review * Leadership Development * Recruiting * Risk Management * Client Management * Customer Service Management * Employee Counseling * Succession Planning * Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - MD - North Bethesda - 11810 GRAND PARK AVE (MD9900) Pay and benefits information Pay range $115,000.00 - $155,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. 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 job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit Oversees the client service experience and reviews the approval of new client accounts Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Managing the branch's Wealth Management Client Associates and Service Support Staff Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge Coaching teams to deliver a modern, digital first service model focusing on client satisfaction Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted Minimum of 5+ years professional experience Key Qualifications for the role: Current or previous Merrill Wealth Management experience strongly preferred Self-motivated and client centric Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) Prior trend analysis experience Strong customer service and communication skills Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: Compensation Analysis Performance Management Process Performance Management Referral Management Workforce Planning Due Diligence Internal Audit Review Leadership Development Recruiting Risk Management Client Management Customer Service Management Employee Counseling Succession Planning Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - MD - North Bethesda - 11810 GRAND PARK AVE (MD9900) Pay and benefits information Pay range$115,000.00 - $155,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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: This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the client's financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. 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 this position requires SAFE Act registration, employees are 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. Responsibilities: Drives inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business Leads complex credit opportunities, including structured credit deals Grows book balances and Year over Year revenue Partners with and mentors Private Client Managers on more complex products and client relationships Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction Encourages use and adoption of digital capabilities to enhance the client and client team experience Builds relationships with internal and external partners and centers of influence Required Skills: Excellent ability to work in team environment Strong interpersonal and influence / partnership skills Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer 7+ years of successful experience in managing relationships with high net worth clients or equivalent financial services/business experience Series 7, 63 and 65 (or Series 7 and 66) required; unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position Desired Skills: MBA or Post-Graduate Degree preferred CFP, CPA, CFA, CTFA, CFM or JD a significant plus Additional Skills Used in this Role: Customer focus Relationship Building Building Rapport Credit Analysis Advisory Sales Problem Solving Investment Products & Solutions Client Team Management Influencing Transitioning client conversations Collaboration Mentoring Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842) Pay and benefits information Pay range$110,000.00 - $215,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. 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 job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: * Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth * Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service * Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit * Oversees the client service experience and reviews the approval of new client accounts * Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals. * Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. * Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. * Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. * People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. * Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. * Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. * Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: * Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill * Managing the branch's Wealth Management Client Associates and Service Support Staff * Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel * Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge * Coaching teams to deliver a modern, digital first service model focusing on client satisfaction * Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise * Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: * Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted * Minimum of 5+ years professional experience Key Qualifications for the role: * Current or previous Merrill Wealth Management experience strongly preferred * Self-motivated and client centric * Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures * Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) * Prior trend analysis experience * Strong customer service and communication skills * Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: * Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: * Compensation Analysis * Performance Management * Process Performance Management * Referral Management * Workforce Planning * Due Diligence * Internal Audit Review * Leadership Development * Recruiting * Risk Management * Client Management * Customer Service Management * Employee Counseling * Succession Planning * Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842) Pay and benefits information Pay range $115,000.00 - $155,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Washington, District of Columbia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************* **:** 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's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. 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 job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 **Pay Transparency details** US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842) Pay and benefits information Pay range $115,000.00 - $155,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "Know your Rights" poster, CLICK HERE (************************************************************************************** . View the LA County Fair Chance Ordinance (************************************************************************************************** . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE . 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Role Objective The Account Development Manager sits within a geographical territory and is responsible for the retention and continuous growth of our existing US Small & Medium Enterprise key client relationships, through face-to-face interactions. This entails having overall management of a defined portfolio of key existing accounts, identifying the evolving needs of our clients, ensuring we continue to serve those needs with our array of cash flow and payment solutions, to deepen our relationship with these clients. The key measurements of success for this Manager will be portfolio level account retention and volume growth. This is a field-based role in which in person engagement with the client base through face-to-face interactions is required. Candidates must reside near one of the following territories: Alexandria, VA, Washington DC, Arlington or Northern Virginia. Job Responsibilities Planning (10 - 20% of time) * Identify accounts that are not utilizing the full terms and benefits of their AXP commercial products and prioritize those clients, identify top client information and track opportunity development in CRM database Relationship management (10 - 20% of time) * Proactively reach out to customers to uncover opportunities, treat the customer until there's a change in customer spend in alignment with growth or retention conversations * Develop client specific value proposition, identify key steps (strategy and tactics) to meet short and long-term client objectives * Business travel, occasionally overnight, is required with the expectation of 50-80% of time spent in-market with clients Client solution (20 - 30% of time) * Use consultative skills to maintain and develop the existing customer relationship and substantially grow charge volume (e.g., onboarding new vendors, expanding existing vendors, adding supplemental cards) * Maintain a high level of knowledge about American Express products, processes (Underwriting, Line Increase, Customer Financials, Pricing, Contract), key internal partners (Risk, UWA, PPI) and tools (ONE.force, C360) Negotiate and close (20 - 30% of time) * Seek opportunities to up-sell and cross-sell commensurate with the needs of the client * Answer customer inquiries and bring in leadership, internal business partners and product specialists as appropriate to support growth opportunities and customers' needs Compliance (100% of time) * Ensure all aspects of the American Express Code of Conduct, and our Sales Practices policies, standard, and procedures, are adhered to so that we uphold the highest standards in our interactions with our customers and compliantly meet all regulatory requirements Knowledge, Skills, Attributes, and Experience Relationship management * Strong customer relationship building skills to follow through and motivate clients to act Consultative selling * Effectively identifies client needs to configure solutions that address client requirements and deliver value Closing * Overcomes objections and resistance to proposed solutions with key client decision makers Influence & persuasion * Uses appropriate interpersonal styles and communication methods to gain acceptance for products and/or services Demonstrating value * Proactively and consistently demonstrates the value of partnering with American Express Results focus * Demonstrates a competitive, positive attitude, quickly adapts to different situations, and recovers from setbacks Market, industry, & product knowledge * Understands at a tactical level market/industry key competitors, challenges, terminology, technology, trends, and regulation Attributes * High learning agility * Intellectually curious * Collaborative and growth mindset * Personal accountability * Compliance focused Experience * Bachelor's degree preferred * Excellent sales experience, 3 - 5 years minimum * Experience partnering with clients across various markets / industries * Experience in a highly-regulated industry Salary Range: $80,000.00 to $155,000.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **Role Objective** The **Account Development Manager** sits within a geographical territory and is responsible for the retention and continuous growth of our existing US Small & Medium Enterprise key client relationships, through face-to-face interactions. This entails having overall management of a defined portfolio of key existing accounts, identifying the evolving needs of our clients, ensuring we continue to serve those needs with our array of cash flow and payment solutions, to deepen our relationship with these clients. The key measurements of success for this Manager will be portfolio level account retention and volume growth. This is a field-based role in which in person engagement with the client base through face-to-face interactions is required. **Candidates must reside near one of the following territories:** **Alexandria, VA, Washington DC, Arlington or Northern Virginia.** **Job Responsibilities** Planning (10 - 20% of time) + Identify accounts that are not utilizing the full terms and benefits of their AXP commercial products and prioritize those clients, identify top client information and track opportunity development in CRM database Relationship management (10 - 20% of time) + Proactively reach out to customers to uncover opportunities, treat the customer until there's a change in customer spend in alignment with growth or retention conversations + Develop client specific value proposition, identify key steps (strategy and tactics) to meet short and long-term client objectives + Business travel, occasionally overnight, is required with the expectation of 50-80% of time spent in-market with clients Client solution (20 - 30% of time) + Use consultative skills to maintain and develop the existing customer relationship and substantially grow charge volume (e.g., onboarding new vendors, expanding existing vendors, adding supplemental cards) + Maintain a high level of knowledge about American Express products, processes (Underwriting, Line Increase, Customer Financials, Pricing, Contract), key internal partners (Risk, UWA, PPI) and tools (ONE.force, C360) Negotiate and close (20 - 30% of time) + Seek opportunities to up-sell and cross-sell commensurate with the needs of the client + Answer customer inquiries and bring in leadership, internal business partners and product specialists as appropriate to support growth opportunities and customers' needs Compliance (100% of time) + Ensure all aspects of the American Express Code of Conduct, and our Sales Practices policies, standard, and procedures, are adhered to so that we uphold the highest standards in our interactions with our customers and compliantly meet all regulatory requirements **Knowledge, Skills, Attributes, and Experience** Relationship management + Strong customer relationship building skills to follow through and motivate clients to act Consultative selling + Effectively identifies client needs to configure solutions that address client requirements and deliver value Closing + Overcomes objections and resistance to proposed solutions with key client decision makers Influence & persuasion + Uses appropriate interpersonal styles and communication methods to gain acceptance for products and/or services Demonstrating value + Proactively and consistently demonstrates the value of partnering with American Express Results focus + Demonstrates a competitive, positive attitude, quickly adapts to different situations, and recovers from setbacks Market, industry, & product knowledge + Understands at a tactical level market/industry key competitors, challenges, terminology, technology, trends, and regulation Attributes + High learning agility + Intellectually curious + Collaborative and growth mindset + Personal accountability + Compliance focused **Experience** + Bachelor's degree preferred + Excellent sales experience, 3 - 5 years minimum + Experience partnering with clients across various markets / industries + Experience in a highly-regulated industry **Qualifications** Salary Range: $80,000.00 to $155,000.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Sales **Primary Location:** US-Virginia **Other Locations:** US-Virginia-Arlington **Schedule** Full-time **Req ID:** 25011855

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Role Objective The Account Development Manager sits within a geographical territory and is responsible for the retention and continuous growth of our existing US Small & Medium Enterprise key client relationships, through face-to-face interactions. This entails having overall management of a defined portfolio of key existing accounts, identifying the evolving needs of our clients, ensuring we continue to serve those needs with our array of cash flow and payment solutions, to deepen our relationship with these clients. The key measurements of success for this Manager will be portfolio level account retention and volume growth. This is a field-based role in which in person engagement with the client base through face-to-face interactions is required. Candidates are expected to reside in one of the following locations: Richmond, Virginia Beach, or Norfolk, VA. Job Responsibilities Planning (10 - 20% of time) * Identify accounts that are not utilizing the full terms and benefits of their AXP commercial products and prioritize those clients, identify top client information and track opportunity development in CRM database Relationship management (10 - 20% of time) * Proactively reach out to customers to uncover opportunities, treat the customer until there's a change in customer spend in alignment with growth or retention conversations * Develop client specific value proposition, identify key steps (strategy and tactics) to meet short and long-term client objectives * Business travel, occasionally overnight, is required with the expectation of 50-80% of time spent in-market with clients Client solution (20 - 30% of time) * Use consultative skills to maintain and develop the existing customer relationship and substantially grow charge volume (e.g., onboarding new vendors, expanding existing vendors, adding supplemental cards) * Maintain a high level of knowledge about American Express products, processes (Underwriting, Line Increase, Customer Financials, Pricing, Contract), key internal partners (Risk, UWA, PPI) and tools (ONE.force, C360) Negotiate and close (20 - 30% of time) * Seek opportunities to up-sell and cross-sell commensurate with the needs of the client * Answer customer inquiries and bring in leadership, internal business partners and product specialists as appropriate to support growth opportunities and customers' needs Compliance (100% of time) * Ensure all aspects of the American Express Code of Conduct, and our Sales Practices policies, standard, and procedures, are adhered to so that we uphold the highest standards in our interactions with our customers and compliantly meet all regulatory requirements Knowledge, Skills, Attributes, and Experience Relationship management * Strong customer relationship building skills to follow through and motivate clients to act Consultative selling * Effectively identifies client needs to configure solutions that address client requirements and deliver value Closing * Overcomes objections and resistance to proposed solutions with key client decision makers Influence & persuasion * Uses appropriate interpersonal styles and communication methods to gain acceptance for products and/or services Demonstrating value * Proactively and consistently demonstrates the value of partnering with American Express Results focus * Demonstrates a competitive, positive attitude, quickly adapts to different situations, and recovers from setbacks Market, industry, & product knowledge * Understands at a tactical level market/industry key competitors, challenges, terminology, technology, trends, and regulation Attributes High learning agility Intellectually curious Collaborative and growth mindset Personal accountability Compliance focused Experience Bachelor's degree preferred Excellent sales experience, 3 - 5 years minimum Experience partnering with clients across various markets / industries Experience in a highly-regulated industry Salary Range: $80,000.00 to $155,000.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **Role Objective** The **Account Development Manager** sits within a geographical territory and is responsible for the retention and continuous growth of our existing US Small & Medium Enterprise key client relationships, through face-to-face interactions. This entails having overall management of a defined portfolio of key existing accounts, identifying the evolving needs of our clients, ensuring we continue to serve those needs with our array of cash flow and payment solutions, to deepen our relationship with these clients. The key measurements of success for this Manager will be portfolio level account retention and volume growth. This is a field-based role in which in person engagement with the client base through face-to-face interactions is required. **Candidates must reside near one of the following territories:** **Alexandria, VA, Washington DC, Arlington or Northern Virginia.** **Job Responsibilities** Planning (10 - 20% of time) + Identify accounts that are not utilizing the full terms and benefits of their AXP commercial products and prioritize those clients, identify top client information and track opportunity development in CRM database Relationship management (10 - 20% of time) + Proactively reach out to customers to uncover opportunities, treat the customer until there's a change in customer spend in alignment with growth or retention conversations + Develop client specific value proposition, identify key steps (strategy and tactics) to meet short and long-term client objectives + Business travel, occasionally overnight, is required with the expectation of 50-80% of time spent in-market with clients Client solution (20 - 30% of time) + Use consultative skills to maintain and develop the existing customer relationship and substantially grow charge volume (e.g., onboarding new vendors, expanding existing vendors, adding supplemental cards) + Maintain a high level of knowledge about American Express products, processes (Underwriting, Line Increase, Customer Financials, Pricing, Contract), key internal partners (Risk, UWA, PPI) and tools (ONE.force, C360) Negotiate and close (20 - 30% of time) + Seek opportunities to up-sell and cross-sell commensurate with the needs of the client + Answer customer inquiries and bring in leadership, internal business partners and product specialists as appropriate to support growth opportunities and customers' needs Compliance (100% of time) + Ensure all aspects of the American Express Code of Conduct, and our Sales Practices policies, standard, and procedures, are adhered to so that we uphold the highest standards in our interactions with our customers and compliantly meet all regulatory requirements **Knowledge, Skills, Attributes, and Experience** Relationship management + Strong customer relationship building skills to follow through and motivate clients to act Consultative selling + Effectively identifies client needs to configure solutions that address client requirements and deliver value Closing + Overcomes objections and resistance to proposed solutions with key client decision makers Influence & persuasion + Uses appropriate interpersonal styles and communication methods to gain acceptance for products and/or services Demonstrating value + Proactively and consistently demonstrates the value of partnering with American Express Results focus + Demonstrates a competitive, positive attitude, quickly adapts to different situations, and recovers from setbacks Market, industry, & product knowledge + Understands at a tactical level market/industry key competitors, challenges, terminology, technology, trends, and regulation Attributes + High learning agility + Intellectually curious + Collaborative and growth mindset + Personal accountability + Compliance focused **Experience** + Bachelor's degree preferred + Excellent sales experience, 3 - 5 years minimum + Experience partnering with clients across various markets / industries + Experience in a highly-regulated industry **Qualifications** Salary Range: $80,000.00 to $155,000.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Sales **Primary Location:** US-Virginia **Other Locations:** US-Virginia-Arlington **Schedule** Full-time **Req ID:** 25011855