26 senior client manager jobs found in Philadelphia, PA

Company: Mercer Description: We are seeking a talented individual to join our Government Human Services Consulting team at Mercer. Mercer’s Government Human Services Consulting (GHSC) practice has touched more than 60 million lives since our inception in 1985, working with state Medicaid agencies to transform Medicaid programs to better serve our most vulnerable communities. Our nearly 500 specialists provide comprehensive services including actuarial and financial, clinical and behavioral health, pharmacy, policy, and more. Government Healthcare Actuarial Manager We will count on you to: Lead routine client engagements, managing overall service delivery and strategy, financial evaluations, plan design, and more Draft and review client reports and presentations to summarize findings and implications, and recommend strategies and solutions to the client Perform and review complex analyses and cost projects by using or modifying existing tools and...

  Explore this exciting opportunity with one of the leaders in the defined benefit outsourcing business! In your role as a Pension Outsourcing Benefits Senior Associate - Project Manager/Administration Consultant  in our Pension Outsourcing team, you will perform a wide variety of defined benefit plan administration services for clients, contribute to and lead special projects, and provide ad hoc client support services. You will serve as the project manager for special projects, contributing to client management, while also mentoring junior colleagues. Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role As a Project Manager/Administration Consultant, you will be making a valuable difference every day to our high-profile client organizations. As a Project Manager/Administration Consultant you will: Serve as  primary client contact for out-of-scope work...

As a Health and Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the client organization. You will be responsible for managing a wide array of projects, leveraging your experience to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to generate business by participating in new business activities and expanding existing client engagements.  You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as the pivotal point of contact on all projects and working alongside industry experts on cutting edge solutions. The Role Lead the design/management of group medical, dental, wellbeing, disability and time off plans for clients. Responsibilities include: Serving as lead project manager for clients; materially contributing to project plan...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose The Senior Relationship Manager (“RM”) is responsible for managing a portfolio of Middle Market clients, e.g., companies with annual sales typically between $20-250MM+ and total exposures of $10-80MM+.  The incumbent will retain and expand existing Middle Market relationships, as well as sourcing new commercial relationships via systematic...

Job Description NewLane Finance (www.newlanefinance.com) is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization. Summary: By administering NewLane Finance’s accounts and coordinating with the development teams, the Business Development Account Manager (BDAM) plays a significant role in driving the business. Senior Management relies heavily on BDAM’s since their proper use of discretion and independent judgment concerning the...

Job Description NewLane Finance (www.newlanefinance.com) is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization. Summary: By administering NewLane Finance’s accounts and coordinating with the development teams, the Business Development Account Manager (BDAM) plays a significant role in driving the business. Senior Management relies heavily on BDAM’s since their proper use of discretion and independent judgment concerning the...

Job Description NewLane Finance is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers.  NewLane Finance is powered by a $20B financial organization. This position will be a senior level sales professional with a minimum of 5 years of experience and Equipment Financing knowledge that will drive NewLane Finance’s sales efforts. This is accomplished by developing and cultivating customers/prospects in accordance with our overall Sales Execution Strategy. Your goal is to grow and expand the sales...

About the role As a Senior Underwriting Assistant, you will make a vital contribution within the Underwriting Support Unit of our product field operations by working with underwriters and CoE partners to develop and deliver tailored solutions whilst handling some of our complex accounts. Providing technical guidance to other junior support staff while working under moderate supervision will be important too. Key responsibilities: Partnering with regional underwriters and/or more senior UW Support employees in the end-to-end processing of new and renewal business. Evaluating new and renewal submissions against prescribed criteria to determine completeness. Identifying and resolving account alerts and blocks during the submission process to avoid account conflicts. Performing data analytics, remodeling, when necessary, referral documentation preparation and completion, as well as form checklist and working approval. Assist with training and oversight of less...

About Us: At WTW’s Insurance Consulting and Technology (ICT), we blend cutting-edge advisory services for insurance companies with advanced technology solutions and unparalleled analytical capabilities. As the world’s largest provider of actuarial and insurance solutions, we support more than three-quarters of the globe's top insurers. The Role:   The ideal candidate is a senior technology consultant with a minimum of 10 years ’ consulting experience, proven program management expertise on large-scale IT implementations (including systems integration), and a track record of balancing multiple client engagements. They are adept at leading teams, shaping solutions, and driving successful outcomes in complex, multi-stakeholder environments within the insurance or financial services sector.            Skills and Competencies Stakeholder Management: Excellent relationship-building, influencing, and communication skills with senior business and IT leaders....

  We are looking to expand our Retirement Risk Management EPL team across the US. We are specifically seeking an experienced project manager to lead and oversee pension plan settlement projects. The project manager will coordinate cross-functional teams, manage timelines, mitigate risks and ensure compliance with regulatory requirements while delivering high-quality outcomes for clients. The Role Full-time position with primary focus on project managing a variety of settlement projects Serve as execution project lead on 2-4 mid- to large sized settlement implementations Lead the end-to-end management of pension settlement projects including planning, execution, monitoring and delivery Oversee project implementations ensuring compliance with ERISA, IRS and PBGC regulations Develop detailed project plans, timelines and status reporting for internal stakeholders and clients Coordinate with local teams, legal counsel, recordkeepers and client representatives to ensure...

The Role We are seeking an organized and detail-oriented Retirement Plan Compliance Analyst to join our team. As a compliance analyst you will play a crucial role in supporting our attorneys by performing a variety of tasks, which will include drafting/amending pension (defined benefit and defined contribution) plan documents, summary plan descriptions, summaries of material modifications and other plan related documents (e.g., policies, procedures) as well as participant communications (e.g., QDIA notices).  DUTIES AND RESPONSIBILITIES Plan Drafting: Draft/amend customized comprehensive defined benefit and defined contribution plan documents, summary plan descriptions, summaries of material modifications and other plan related documents and participant communications. Stay current on latest documentation technique and best practices to ensure use of cutting-edge tools and language. Compliance: Ensure all plan documents comply with ERISA regulations and other...

  We are looking to expand our Retirement Risk Management EPL team across the US. We are specifically seeking an experienced project manager to lead and oversee pension plan settlement projects. The project manager will coordinate cross-functional teams, manage timelines, and ensure compliance with regulatory requirements while delivering high-quality outcomes for clients. The Role Full-time position with primary focus on project managing a variety of settlement projects Serve as execution project lead on 3-5 micro to mid-sized settlement implementations Lead the end-to-end management of pension settlement projects including planning, execution, monitoring and delivery Oversee project implementations ensuring compliance with ERISA, IRS and PBGC regulations Develop detailed project plans, timelines and status reporting for internal stakeholders and clients Coordinate with local teams, legal counsel, recordkeepers and client representatives to ensure seamless execution...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Business Banking Sales Manager is responsible for leading a team of Business Bankers in the Philadelphia, Bucks County, and New Jersey region. Business Banking serves relationships up to $3MM in exposure and $10MM in Revenue. This key leadership role will drive team and individual loan production and maximize fee income while...

Company: Mercer Description: We are seeking a talented individual to join our Talent Strategy & Digital HR Transformation team at Mercer, a Marsh business. This role can be based in Philadelphia or Washington, DC and offers a hybrid work arrangement, requiring a minimum of three days per week in the office. As a Talent Strategy Consultant, you will support senior consultants in delivering engagements across HR organization digital transformation, HR operating model assessment and design, process optimization, and technology advisory. You will work directly with client stakeholders, contribute to deliverable development, and help drive measurable impact for organizations navigating the evolving world of work. This is a great opportunity to gain exposure to a wide range of industries and develop deep expertise in how leading organizations redesign their people functions for the future! We will count on you to: Organization & Operating Model Design and...

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Position Summary: The Senior Underwriter within Arch Construction is responsible for the technical underwriting and account management of large account construction casualty programs. Responsibilities and Accountabilities: Technical Underwriting Solicits and reviews new and renewal account information required to evaluate a risk. Identifies all potential exposures and hazards in relation to coverage requested and individual risk characteristics. Assesses insurance and related financial risk and structures appropriate loss sensitive program to effectively protect against frequency, severity, catastrophic and credit risk. Underwrites prices and prepares proposals...

Job Responsibilities and Requirements Provides strategic and hands-on human resources expertise and leadership that engages all levels of employees, effectively addresses needs and issues, and supports the achievement of business results. This role also leads a team of two HR professionals. Strategy-Setting Develops and maintains positive, professional and objective relationships with employees and management. Partners with and influences leadership to create a supportive learning culture that builds employee morale, engagement, and potential while achieving business results. Partners with leadership and the Talent Development team to drive the talent assessment process, and determine talent development needs, including management and development of high potential employees. Works with leadership and the HR team to determine the appropriate reward and recognition programs; helps manage/execute programs as appropriate. Participates in and /or leads various...

The Client Advocate (CA) is responsible for managing, growing, and retaining a book of complex client relationships.  The Client Advocate role has a strong connection to the client’s business and a fundamental understanding of its industry. The Client Advocate contributes to and generates new opportunities with prospects by developing and closing on expanded business services, products and solutions with existing clients. Client Advocates assist in responding to RFPs, oral presentation and help make the pitch. Participation in RFPs may be required on some accounts. As a Client Advocate you should be comfortable with developing innovative solutions The Client Advocate will be responsible for Specialty Accounts on a National basis. It is expected that the Client Advocate have relationships with Insurers and may be asked to assist with the placement of accounts. The Client Advocate will be required to work with the Head of Client Advocacy on training needs, KPIs, turnaround time,...

Job Responsibilities and Requirements The Manager, Investment Accounting is also responsible for the supervision and review of the month-end, quarter-end, and year-end close processes, including statutory and GAAP deliverables across all companies for which assets are managed.  Responsibilities also include review of income, gains, and positions for an investment portfolio containing fixed income, equity, and alternative investment holdings.  Serves as a key point of contact for financial reporting team, investment managers, external client stakeholders, and external / internal auditors.  The Manager, Investment Accounting will also serve as a resident expert in respective GAAP and statutory guidance, providing assistance with appropriate disclosures and accounting treatment for various asset classes and investment strategies, and ensuring that new accounting pronouncements are understood and implemented correctly. The Manager, Investment Accounting is responsible for...

Job Description NewLane Finance (www.newlanefinance.com) is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization. Position Summary: This is a senior-level sales position with a minimum requirement of five years of sales experience in equipment financing that will drive NewLane Finance’s sales efforts .  This is accomplished by developing and cultivating customers/prospects in accordance with our overall Sales Execution...

As a Senior Director you will make a valuable difference every day to our high-profile clients and prospects by developing leading edge solutions to address their health and benefits and broader benefits issues.  You will lead large, highly visible client engagements as well as develop and manage active pipelines, grow relationships with current and prospective clients, and demonstrate how our organization’s superior strategic resources and capabilities can address their concerns.  You will serve as a key voice to the marketplace of one of the world’s leading HR consulting firms and have the ability to contribute to the evolution of health care delivery in North America. The Role Serve as the strategic partner and trusted advisor to large, complex clients in the design and management of their health and benefits programs,  Primary accountability for creating and executing a business strategy to penetrate the local and regional market in obtaining completely new Health and...