דרושים United States, Hartford

As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.

Job Responsibilities

• Acquire, manage, and retain a portfolio of 70 – 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
• Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
• Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
• Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
• Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
• Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements

capabilities, and skills

• Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
• General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
• Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
• Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
• Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients’ behalf and follow through with commitment
• Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint

capabilities, and skills

• Bachelor’s degree in Finance or related field or equivalent work experience
• Strong current business network

This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients.
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:

• Leads the Client Process Management Process within the client team to identify new business development opportunities
• Sources new clients in alignment with the bank's established risk appetite
• Leads the client team to deliver meaningful interactions and a Branded Client Experience
• Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs
• Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
• 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:

* 12+ years of private banking or complex financial services experience OR equivalent financial services/business experience

* Responsible for driving new business development for target client segment ($3MM++ investable assets)

* Present to clients a holistic approach, leveraging the entire Private Bank platform

* A high touch, client-focused individual with exceptional interpersonal skills

* A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client

* Ability to influence; proactively asks for and closes business

* Solutions oriented; sales and financial aptitude a must

* Must be a skilled negotiator

* Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date)

Desired skills:

* MBA or Post-Graduate Degree preferred

* CFP, CPA, CFA, CTFA, CFM or JD a significant plus

Skills:

• Business Development
• Client Management
• Client Solutions Advisory
• Prospecting
• Wealth Planning
• Analytical Thinking
• Oral Communications
• Referral Management
• Relationship Building
• Risk Management
• Active Listening
• Attention to Detail
• Collaboration
• Decision Making
• Loan Structuring

High School Diploma / GED / Secondary School or equivalent

As a Principal Technical Program Manager in Macro Tech/CEM, you will lead complex, multi-functional technology projects and programs that will impact experiences for multiple groups across the firm, including clients, employees, and stakeholders. Your advanced analytical reasoning and adaptability skills will enable you to break down business, technical, and operational objectives into manageable tasks, while navigating through ambiguity and driving change. With demonstrated technical fluency, you will effectively manage resources, budgets, and cross-functional teams to deliver innovative solutions that align with the firm's strategic goals. Your exceptional communication and influencing abilities will foster productive relationships with stakeholders, ensuring alignment and effective risk management. In this pivotal role, you will contribute to the development of new policies and processes, shaping the future of our technology landscape.

Job responsibilities

• Develops and implement strategic technical program plans, aligning with organizational goals and cross-functional collaboration
• Oversees complex technology project and program execution, managing resources, budgets, and timelines while mitigating risks and addressing roadblocks
• Fosters strong relationships with stakeholders, clients, and cross-functional teams, providing direction and defining decision-making procedures for beneficial outcomes
• Guides the selection and implementation of appropriate technologies, platforms and software tools leveraging advanced technical fluency
• Champions continuous improvement by identifying process optimization opportunities, incorporating best practices, and staying abreast of emerging technologies

Required qualifications, capabilities, and skills

• Extensive experience or equivalent expertise in technical program management, leading complex technology projects and programs in large organizations
• Proven ability in leading through change, managing dependencies, and controlling change in high-pressure, shifting environments
• Advanced expertise in stakeholder management, establishing productive relationships, and driving beneficial outcomes aligned with firm objectives
• Proven experience as a Technical Program Manager or similar role in a technology-driven environment.
• Strong understanding of software development life cycle (SDLC) and agile methodologies.
• Excellent project management skills, with a track record of successfully managing complex technical projects. Able to manage multiple projects simultaneously and prioritize tasks effectively.
• Strong leadership and interpersonal skills, with the ability to influence and motivate cross-functional teams.
• Excellent problem-solving and analytical skills.
• Ability to manage a team of agility leads/scrum masters to deliver department roadmaps.

Preferred qualifications, capabilities, and skills

• Experience with project management tools such as JIRA, Microsoft Project.
• Knowledge of cloud technologies and platforms (e.g., AWS, Azure, Google Cloud).
• Experience in CIB Markets Tech a plus
• Bachelor's degree in Computer Science, Engineering, or a related field. Master's degree preferred.

The application window is expected to close on: 9/10/25

Job posting may be removed earlier if the position is filled or if a sufficient number of applications are received.

Your Impact

• You will perform technical presentations and develop strong interlock within Cisco functions.
• You will assist with the development of formal sales plans and proposals for assigned opportunities.
• You will support and address critical projects as well as critical situation and provide solutions as needed
• You will actively participate as a specialist on assigned team activities and provides consultative support in their area of specialization to other Systems Engineers.

Minimum Qualifications

• At least 5+ years with related experience on Cisco product and services and / or relevant experience in key competitor offerings in similar domain.
• 3+ of Pre-Sales experience.
• Experience with SD-WAN, Catalyst Center, Catalyst Switching, Wireless, Meraki, ACI, Nexus Switching, Industrial Switching.
• In-depth knowledge and experience in at least one of these architectures - Data Center, Collaboration, Security or Router/Switch/Wireless, Smart City/IOT.
• Background leading large, complex, technology sales requiring C-level executive support.
• Bachelor’s degree in Engineering, Computer Science, or related field, or equivalent experience

Preferred Qualifications

• Cisco and non-Cisco certifications (e.g., CCIE, CCNP, CCDE, DevNet)
• Familiarity with competitive networking products (e.g., Moxa, Hirschmann, Fortinet, Cradlepoint)

• Should possess knowledge of relevant solutions sets, product line specifications, performance criteria and applications.
• Experience in selling industrial networking, wireless, cloud, analytics, and security
• Cross proven experience - in particular Manufacturing, Utilities, Public Sector, Transportation, and/or Smart Cities expertise.
• Excellent written, verbal communication, listening, negotiation and presentation skills for effective consultative selling.

As a key player, you will be responsible for creating and implementing strategic, cybersecurity solutions account plans, focusing on securing enterprise-wide deployments of cutting-edge Fortinet products and services. Build and nurture executive relationships, leveraging them to propel successful sales processes.

Key Responsibilities:

• Generate and manage enterprise business opportunities, overseeing the entire sales process through successful closure.
• Achieve quarterly sales goals, consistently delivering on targets.
• Develop a robust sales pipeline, diligently qualifying opportunities, and providing accurate forecasts.

Required Skills:

• 5-8 years of proven sales experience, specializing in Fortune 1000 Major Accounts.
• Minimum 3 years of successful enterprise network security product and service sales.
• Track record of achieving sales quotas and maintaining career stability.
• Proficient in closing large deals.
• Exceptional presentation skills tailored to both executives and individual contributors.
• Outstanding written and verbal communication skills.
• Self-motivated, independent thinker capable of navigating deals through the selling cycle.
• Thrive in a fast-paced, dynamic environment.
• Competitive, self-starter with a hunter mentality.
• The Major Account Manager – Enterprise is required to customarily and regularly work outside of their office or home office engaged in selling, including travel as needed to make a sale.

Education:

• Bachelor's degree or equivalent experience; graduate degree preferred.

Wage ranges are based on various factors including the labor market, job type, and job level. On target earnings for this position is expected to be $300,000 - $325,000 per year. Exact salary offers will be determined by factors such as the candidate's subject knowledge, skill level, qualifications, experience, and geographic location.