Role Description The Director, Client Partner will manage and grow strategic pharmaceutical accounts. This person will serve as the primary point of contact for senior client stakeholders and will be responsible for retention, growth, and overall account health. You’ll work closely with Delivery, Sales, Product, and Finance to ensure we’re delivering on commitments while identifying new opportunities to expand the partnership. - Leading day-to-day ownership of strategic pharma accounts - Building and maintaining strong executive-level client relationships - Developing and executing account plans focused on retention and growth - Driving regular governance meetings and executive reviews - Identifying and advancing upsell and cross-sell opportunities - Leading renewal planning and supporting commercial discussions - Partnering with Delivery teams to ensure performance against commitments and SLAs - Aligning internal teams to client priorities and regulatory expectations - Supporting implementations and ongoing lifecycle management - Monitoring revenue outlooks and flagging commercial or contract risks early - Bringing pharma industry knowledge and regulatory awareness (FDA, GxP) into client conversations - Sharing market insights internally to support account and solution strategy Qualifications - Demonstrate 10+ years of experience managing enterprise client relationships - Lead complex pharmaceutical or life sciences accounts with strong retention and growth results - Build credibility with executive stakeholders - Drive renewal and expansion strategies across multi-million-dollar portfolios - Navigate contracts, SLAs, and commercial discussions confidently - Partner effectively across Delivery, Sales, Product, and Finance teams - Analyze account performance and recommend practical solutions - Hold a Bachelor’s degree or equivalent experience - Travel as needed to support client relationships Benefits - Comprehensive health and welfare benefits effective from day one - Robust retirement savings programs - Access to a wide range of employee discounts on merchandise, services, travel, and more - Career growth opportunities within a global organization - Award-winning paid training programs - Competitive paid time off (PTO) packages - A great work environment that values diversity and inclusion

• Assists in the coordination of carrier relationships on behalf of the company by leading the service team on large accounts as assigned. • Coordinates key services and develops the initial placement/renewal strategy within the Surety Group in our Construction Practice. • Performs marketing activities for large accounts as assigned within our Construction Practice. • Prepares risk maps or peer reviewing risk maps for assigned accounts. • Completes special projects. • Looks for opportunities to improve the firm, business segment and processes.

At Anywhere Real Estate our mission is clear. We are reimagining the home buying and selling journey while leading the industry into the future. Coldwell Banker Realty has an exciting opportunity for you to be a part of it! We are looking for a Client Experience Supervisor to join our team and add value to our real estate agents experience by assisting with creating a seamless transaction process from contract to close. In this role you will lead a group of remote Client Experience Specialists who directly manage the Client Experience transaction process for the agents. This position will manage a small volume of transactions and serve as the first point of escalation for question and issues. The Supervisor will manage the performance, capacity and workflow of the team and partner with the Client Experience Manager to build the culture of the team. This position is 100% remote. Responsibilities: Team Supervision: Lead a team of Client Experience Specialist to provide “best in class experience” of client experience services. This includes: - Provide assistance with staff orientation/training - Manage capacity and workflow of each specialist - Coordinate and facilitate team meetings - Prepare staff schedules; Manage vacation requests; Review and approve timecards - Perform annual performance reviews and performance management as needed Collaboration and Service: Acts as first point of escalation for questions and issues for the CES team, agents and branch leadership. This includes but is not limited to: - Working with Regional Support and Agent Onboarding specialists to identify agents for promotion of client experience services - Act as Liaison to branch leadership - Be the “knowledge expert” of the contractual dates and deadlines, tasks, operational process, tools and systems - Identify customer needs and take proactive steps to maintain positive experiences, as well as resolve customer complaints and issues in a timely and effective manner - Work with field leadership to promote and increase agent adoption rates of service - Collaborate closely with all agent services departments to assist with resolution of issues and proactively reduce errors Finding a Better Way: - Continuously evaluate procedures and seek improvements/efficiencies - Analyze customer feedback for performance management of Client Experience Specialist team - Work with other teams within the center to seek overall improvements for your LOC(s) Qualifications: - 3-5 years business experience; 1-2 years previous supervisory experience preferred. - Prior Real Estate and customer service experience strongly preferred. - Ability to work remotely with a sense of urgency in a fast-paced, high volume paperless environment while ensuring quality work from team members. - Excellent verbal and written communication skills. - A people first approach with the ability to keep the agent and consumer at the center of the transaction. Ability to coach team on providing exceptional customer service throughout the transaction process. - Ability to learn and navigate multiple software systems with an elevated level of competency. - Demonstrated ability to identify and resolve problems in a timely manner, gather and analyze information thoughtfully and maintain confidentiality. - Demonstrable history of effectively collaborating with different departments and leaders. - Adaptable, able to prioritize and manage competing demands with a willingness to try new things. Anywhere is proud to offer a comprehensive benefits package to our employees including: - Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D - 401(k) savings plan with company match - Paid Time Off to Include Holidays, Vacation Time, and Sick Time - Paid Family & Paternity Leave - Life Insurance - Business Travel Accident Insurance - All employees receive access to LinkedIn Learning - Employee Referral Program - Adoption Assistance Program - Employee Assistance Program - Health and Wellness Program and Incentives - Employee Discounts - Employee Resource Groups Coldwell Banker® is one of the world’s leading brands for the sale of million-dollar-plus homes and one of the largest residential real estate brokerage franchisors, with approximately 2,800 franchise and company owned offices and over 99,000 independent sales associates in the United States, Canada and 40 other countries. Coldwell Banker is a subsidiary of Anywhere Real Estate Inc. Anywhere Real Estate Inc. (NYSE: HOUS) is moving real estate to what's next. Home to some of the most recognized brands in real estate Better Homes and Gardens® Real Estate, Century 21®, Coldwell Banker®, Coldwell Banker Commercial®, Corcoran®, ERA®, and Sotheby's International Realty® , we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world. At Anywhere, we are empowering everyone’s next move – your career included. What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. We pursue talent – strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. We value our people-first culture, which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together. Read more about our company culture and values in our annual Impact Report. We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including: - Great Place to Work - Forbes World's Best Employers - Newsweek World's Most Trustworthy Companies - Ethisphere World's Most Ethical Companies

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Client Development Associate works in partnership with the Regional Vice President and Wealth Management Team to ensure new clients have the best client experience during the initial New Client On-Boarding process. The Client Development Associate also works as a partner to the Regional Vice Presidents (RVPs), with various responsibilities in Mercer Advisors’ sales efforts, including strengthening relationships with channel partners, identifying opportunities, and helping to drive leads to close. Essential Job Functions for the Client Development Associate will include: - Onboarding new clients to Mercer Advisors efficiently and professionally to ensure better client retention. - Ensuring follow-up and seamless handoffs from RVPs to Wealth Management Teams creating a solid onboarding experience - Driving sales momentum by proactively initiating and following up on opportunities with channel partners to drive business results and engage in proactive conversations. - Participating in prospect meetings, managing follow-up with prospects - Playing an integral role in closing of prospects using exceptional client service skills - Managing prospecting activity process including Client Questionnaire (CQ’s) and communications with Financial Consultants - Traveling to branch offices and events to proactively build and maintain ongoing engagement with channel partner branches as well as to support the RVPs with prospecting and meeting activities - Building and maintaining a strong network by proactively managing ongoing engagement with channel partner branches and prospects - Working closely with RVPs on various projects including coordinating events, reviewing financial data, and preparing reports - Fostering positive relationships with internal and external business partners as an ambassador of Mercer Advisors - Ensuring adherence to company standards - Other duties as needed Required Knowledge, Skills and Abilities: - Bachelor’s degree preferred - Prior financial services or related administrative support experience - Sales experience highly preferred. - Series 65 or combination of Series 7 and 66 license preferred; will be required to obtain the Series within first 6 months of employment - Understanding of the financial services industry - Strong analytical, organizational and presentation skills - Exceptional verbal and written communication skills - Experience working with high-level, busy professionals - Must work well in a team environment and present a positive and professional demeanor - Self-starter, active contributor and ability to listen to and deliver on client’s needs and expectations - Must be highly flexible and confidential with all matters - Ability to occasionally travel (to both channel partner offices and prospects’ locations) Working Conditions: Daytime hours, standing, sitting, regular travel, indoors and outdoors, will be assigned to a workstation, no heavy lifting over 20 lbs. The Client Development Associate job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs. Base Pay Range $68,000—$80,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance - Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. - Kaiser Medical plans available in California - Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan. - Two comprehensive Dental Plans - Vision Insurance Plan - Dependent Care Savings Account for child and dependent care. - 14 Company Paid Holidays including a full week off at Thanksgiving. - Generous paid time off program for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time. - Adoption Assistance Reimbursement Program - Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. - 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option - Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection