Relationship Manager Jobs in Allston, MA
CFA Institute
Boston, MA
The Relationship Manager will develop a strong understanding of clients'/distributors' servicing requirements, monitor and proactively manage the relationship, including overseeing legal agreements, and evaluate the firm's client service capabilities/gaps and related risks driven by client/distributor requirements. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).#J-18808-Ljbffr
Simply Business
Boston, MA
This role will be key to Simply Business’ success by building effective relationships with our insurance carrier partners and internal Insurance Product teams to optimize our product offering, expand carrier appetite, and deepen relationships that mutually benefit Simply Business and our carrier partners. This role will report to our Director, Insurer Relations and work closely with our Commercial Business Development and Partnership Teams to influence our carrier strategy in new and ongoing insurer relationships.
Simply Business
Boston, MA
This role will be a key to Simply Business’ success by building effective relationships with our insurance carrier partners and internal Insurance Product teams to optimize our product offering, expand carrier appetite, and deepen relationships that mutually benefit Simply Business and our carrier partners. This role will report to our Director, Insurer Relations and work closely with our Commercial Business Development and Partnership Teams to influence our carrier strategy in new and ongoing insurer relationships.
Simply Business
Boston, MA
This role will be a key to Simply Business’ success by building effective relationships with our insurance carrier partners and internal Insurance Product teams to optimize our product offering, expand carrier appetite, and deepen relationships that mutually benefit Simply Business and our carrier partners. This role will report to our Director, Insurer Relations and work closely with our Commercial Business Development and Partnership Teams to influence our carrier strategy in new and ongoing insurer relationships.
TIAA
$121200 YEAR
Boston, MA
Guides internal team of client facing and functional personnel to capably serve assigned book of clients including quick and effective problem resolution. Develops plans to increase client engagement, provide early warning of possible client dissatisfaction, and marshall resources necessary to solve client problems.
Webster Bank
$100000 - $200000 YEAR
Boston, MA
Successful candidate, for Government Banking Relationship Manager, will be responsible for expertly managing existing government relationships in addition to developing, sourcing, and securing new profitable banking relationships within our successful Government Banking Team. Identifies client needs and corresponding sales opportunities bank-wide and actively promotes ways to increase client utilization of bank products and services, capitalizing on the unique and comprehensive capabilities of the bank.
Edelman Financial Engines
Boston, MA
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Advanced Surgical Associates
Wilmington, MA
To expand Advanced Surgical Associates network by increasing the number if referring source relationships with dental practices within the surrounding community Is essential to growing the business. The Practice Relations Ambassador will also work with Advanced Surgical Associates clinical team to ensure the practices in the defined designated territory are meeting or exceeding new patient goals.
Genpact
$160000 - $200000 YEAR
Boston, MA
Responsible for driving growth within a regional portfolio or account of >$5M through partnership with enterprise sales and mining of existing relationships; identify/close/deliver consulting opportunities as well as larger transformation opportunities including managed services. Build reputation as a trusted advisor with CXO, Business and Functional leaders by developing a nuanced understanding of client’s strategic goals/pain points/market opportunities; and shares creative ideas and new value propositions regularly.
Genpact
$160000 - $200000 YEAR
Boston, MA
Responsible for driving growth within a regional portfolio or account of >$5M through partnership with enterprise sales and mining of existing relationships; identify/close/deliver consulting opportunities as well as larger transformation opportunities including managed services. Builds reputation as a trusted advisor with CXO, Business and Functional leaders by developing a nuanced understanding of client’s strategic goals/pain points/market opportunities; and shares creative ideas and new value propositions regularly.
M&T Bank Corporation
Boston, MA
M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust.
Webster Bank
$150000 - $200000 YEAR
Boston, MA
Responsibilities: Develop complex new and profitable business with a primary focus on winning the full core banking operating relationships (deposit & treasury management and credit as required). Acquire new and complex Commercial Regional Banking business and retain existing customers through consultative selling and long-term relationship building.
Us Bank
$117725 - $138500 YEAR
Boston, MA
In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. USBFS' Relationship Managers are viewed as trusted advisors and we work with our clients to continually assess the rapidly changing business environment to provide expertise and guidance so our clients can focus on growing their firm's assets.
Webster Bank
$150000 - $200000 YEAR
Boston, MA
Responsibilities: Develop complex new and profitable business with a primary focus on winning the full core banking operating relationships (deposit & treasury management and credit as required). Education, Skill & Experience: Bachelor’s Degree in finance, business, accounting, economics, or related field required; advanced degree a plus.
Advanced Surgical Associates
Billerica, MA
To expand Advanced Surgical Associates network by increasing the number if referring source relationships with dental practices within the surrounding community Is essential to growing the business. The Practice Relations Ambassador will also work with Advanced Surgical Associates clinical team to ensure the practices in the defined designated territory are meeting or exceeding new patient goals.
Citizens
Abington, MA
As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objectives.
Advanced Surgical Associates
North Billerica, MA
To expand Advanced Surgical Associates network by increasing the number if referring source relationships with dental practices within the surrounding community Is essential to growing the business. The Practice Relations Ambassador will also work with Advanced Surgical Associates clinical team to ensure the practices in the defined designated territory are meeting or exceeding new patient goals.
ProPivotal
$75000 - $80000 YEAR
Boston, MA
ProPivotal is the largest Boston-based staffing firm and has been recognized by a number of organizations for our exceptional service and our outstanding results. We are also a proud member of the American Staffing Association and our team members are all Certified Staffing Professionals.