<p>Are you passionate about building strong relationships and driving financial success? Join our client's dynamic team as a Relationship Manager, where you'll play a pivotal role in helping clients achieve their financial goals while fostering trust and collaboration. In this exciting position, you'll leverage your expertise in financial solutions and client engagement to manage and grow a diverse portfolio of clients. If you're a proactive problem solver with exceptional communication skills and a deep understanding of the financial industry, we want to hear from you! Take the next step in your career and be part of an organization that values innovation, teamwork, and client-centric success.</p><p><br></p><p>Responsibilities: </p><ul><li>Manage and maintain client relationships effectively</li><li>Communicate clearly and efficiently with clients and team members</li><li>Ensure strict adherence to compliance regulations within the company</li><li>Utilize Series 65 skills in managing client portfolios</li><li>Implement wealth management strategies for clients</li><li>Resolve client inquiries promptly and in a detail-oriented manner</li><li>Monitor client accounts regularly and take necessary actions</li><li>Process client applications accurately and efficiently.</li></ul>
<p>We are looking for an experienced Product Marketing Manager to lead the strategic development and execution of marketing initiatives for B2B banking products. This role involves driving product positioning, market segmentation, and lifecycle management to ensure successful product launches and sustained market growth. The ideal candidate will have a strong background in product management and marketing, coupled with expertise in developing strategies that resonate with target audiences. B2B banking product specific experience is required. This position is 3 days per week in the office. </p><p><br></p><p>Responsibilities:</p><p>• Develop and implement marketing strategies for B2B banking products, focusing on positioning, pricing, and segmentation.</p><p>• Manage the complete product lifecycle, from ideation to launch and ongoing market performance.</p><p>• Collaborate with cross-functional teams to design and execute new product development and implementation plans.</p><p>• Conduct market research to identify customer needs and emerging trends, ensuring products remain competitive.</p><p>• Lead the creation of compelling marketing content to support product launches and campaigns.</p><p>• Monitor and analyze product performance metrics to refine strategies and optimize results.</p><p>• Partner with sales teams to align product marketing strategies with business objectives and drive revenue growth.</p><p>• Coordinate product launch efforts, ensuring all aspects of the rollout are executed seamlessly.</p><p>• Develop and maintain strong relationships with stakeholders to ensure clear communication and alignment.</p><p>• Provide insights and recommendations to senior leadership based on market analysis and competitive positioning.</p>
<p>We are looking for a talented Communication Specialist to join our team in Plymouth Meeting, Pennsylvania. This position is ideal for someone who excels in developing clear, engaging, and accurate content. The role requires strong attention to detail and the ability to effectively manage multiple projects while delivering high-quality results. Industry experience in the benefits administration, HR communications, or actuarial communications is required. This position is 5 days per week in office. </p><p><br></p><p>Responsibilities:</p><p>• Collaborate with internal teams to revise and maintain employee benefit materials for client funds</p><p>• Ensure all documentation accurately reflects the specific benefit offerings of each client, including complex structures</p><p>• Audit and update plan content to ensure compliance with regulations and clarity for employees</p><p>• Draft and edit compelling content for monthly health initiative newsletters</p><p>• Develop and refine open enrollment materials, ensuring they are user-friendly and consistent</p><p>• Organize and optimize the company’s letter library to streamline communication processes</p>
