p>E3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey — from entrepreneurs and working mothers to widows navigating new chapters. p>Key skills and experience: Candidates must have at least 3+ years of specific Business Banking Relationship Management sales experience, developing and managing business relationships, 5+ managing relationships/banking experience.
Proven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships.
p>Key skills and experience for the role: Candidates must have at least 3+ years of specific Business Banking Relationship Management sales experience, developing and managing business relationships, 5+ managing relationships/banking experience.
Proven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships.
You will have the opportunity to approach each client and prospect as a generalist on issues of strategic importance to private business owners, such as mergers and acquisitions, exit opportunities, capital structure, capital markets, commercial lending, private equity, corporate governance, and industry insights. In summary, the nature of the position and BBH's broad product and service offering enables you as a Corporate Advisory & Banking Relationship Manager to take an entrepreneurial approach to creating invaluable long-term relationships with private business owners.
Business Development, Client Service, Customer Experience (CX), Ensure Compliance, Group Problem Solving, Investment Advising, People Management, Profitability Management, Risk Management and Mitigation, Wealth Management. You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategies, while actively building the client base through networking, community involvement, and exceptional relationship management.
p>BloomNet is seeking a passionate and driven Account Relationship Manager (ARM) to join our team and help grow and support our customer base across the floral industry in the Greater Boston area. As an ARM, you will play a key role in supporting our florists, driving adoption of BloomNet programs, and ensuring long-term customer success across your assigned territory.
Boston, Massachusetts30+ days ago
p>For a full overview, visit https://hrportal.ehr.com/statestreet/Home.. This individual will collaborate closely with internal partners across sales, investments, finance, operations, and data teams to support growth and ensure a strong end‑to‑end client experience across the DC Intermediary and Recordkeeper landscape.
This individual will collaborate closely with internal partners across sales, investments, finance, operations, and data teams to support growth and ensure a strong end‑to‑end client experience across the DC Intermediary and Recordkeeper landscape. Support client relationships across SSIM's Direct Business and Recordkeeping platforms developing a strong understanding of SSIM's investment capabilities, operating model, service offerings, and strategic priorities within the DC landscape.
p>_____. The Relationship Manager II plays a crucial role in our mission to deliver lifetime income to all, responsible for deepening client relationships and identifying sales opportunities within a moderately complex book of business (Partner Market clients with $10-$75 million in assets, Healthcare clients, and Institutional clients with assets averaging $75M - $1.5B.)
Brockton, Massachusetts30+ days ago
li>Proven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships.
Experience in business/commercial credit, financial analysis techniques & lending policy, with ability to independently package and present credit deals to segment leadership & credit team up to $2MM Total Credit Exposure.
Boston, Massachusetts30+ days ago
li>Proven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships.
Experience in business/commercial credit, financial analysis techniques & lending policy, with ability to independently package and present credit deals to segment leadership & credit team up to $2MM Total Credit Exposure.
The position partners closely with a team of 10-13 Business Development Officers (BDOs) to generate leads, support sales efforts and ensure consistent execution of marketing, reporting and compliance initiatives. The Difference You Make: The AAA Relationship Manager serves as the primary point of contact between Santander's Commercial Equipment Vehicle Finance (CEVF) group and AAA Clubs nationwide.
We give hedge funds, private equity firms, and family offices enterprise-grade security without the enterprise complexity - protecting capital, satisfying LP due diligence, and keeping regulatory examiners at bay. Youll engage proactively, lead with outcomes, and become the trusted advisor those clients turn to when cybersecurity intersects with capital raising, regulatory scrutiny, or operational risk.
Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed. Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. Demonstrate executive presence and subject matter expertise to instill confidence and strategically influence outcomes that align Customer and Manulife John Hancock objectives.
li>Provide quality service based on client needs, wants, and expectations; align actions accordingly; remain sensitive and responsive to both internal and external clients; build exceptional predictable levels of service; resolve problems quickly and effectively. Advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
Boston, Massachusetts10 days ago
We give hedge funds, private equity firms, and family offices enterprise-grade security without the enterprise complexity — protecting capital, satisfying LP due diligence, and keeping regulatory examiners at bay. You'll engage proactively, lead with outcomes, and become the trusted advisor those clients turn to when cybersecurity intersects with capital raising, regulatory scrutiny, or operational risk.
p>In this role, you will: Develop, retain, and grow complex to highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; Act as an advisor to guide and influence others in growing relationships Act as an advisor to senior leadership to develop, influence, or lead the structuring, modification, and renewal of highly complex cash flow, real estate loans, and certain other industry specific solutions across groups and functions by analyzing financials, presenting to clients, and coordinating with internal stakeholders Lead the strategy and resolution for full suite of highly complex solutions offered by Wells Fargo to commercial clients to meet highly complex and unique needs that require an in-depth evaluation across multiple areas of the enterprise, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions within the Commercial Banking Relationship Management group that are cross functional and companywide strategies Strategically engage with all levels across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo's business objectives, and represent the company externally; serve as an expert advisor to leadership and a mentor for less experienced colleagues Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems Strategically support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks Partner with Commercial Lending Product Management to provide vision, direction, and expertise to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or company-wide strategies.
Desired Qualifications:
Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management Completion of formal credit training program Established professional network within the city of Boston and the surrounding metropolitan area Commercial banking account relationship management experience for clients with annual revenue of $25MM to $100MMDemonstrated experience working collaboratively to deliver the organization to clients and prospects Demonstrated experience generating new client relationships, building and retaining long-term client relationships Experience developing and maintaining external and internal partnerships Experience identifying and mitigating risk, ensuring compliance with processes and procedures Excellent verbal, written, and interpersonal communication skills.
Woburn, Massachusetts29 days ago
NBTC.com or follow Northern Bank on Facebook (/NorthernBankM A/), Twitter (@northernbankma), Instagram (@northernbankma) and LinkedIn (company/northern-bank-ma/). This position will support the Cash Management Department in tasks related to selling and establishing new deposits and Cash Management services including pricing, system demonstrations, and support for implementation and ongoing customer service.
Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach.
Working as part of a highly collaborative client coverage team, the RM will help manage the day-to-day needs of assigned clients, with a focus on strengthening relationships, supporting retention, and identifying opportunities for growth. The RM will build relationships across the Client Coverage Group, Client Business Office, Operations, Finance, Legal, Compliance, and other internal teams supporting the end-to-end client lifecycle.
This role is ideal for someone who thrives in a fast-paced, entrepreneurial environment and enjoys combining relationship management, strategic sales, and industry expertise to help clients navigate complex challenges and unlock long-term success. This is an opportunity to step into a highly visible role where you will influence client strategy, drive business growth, and partner with industry leaders to deliver tailored risk solutions that create measurable impact.
li>Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Sound knowledge of banking and investment products and process as well as a track record of providing sound banking and financial advice and solutions to clients.
p>REQUIREMENTS: Bachelor's degree, or foreign equivalent, in Business Administration, Economics, Finance, or a related field, and ten (10) years of experience in the job offered or in a related occupation developing relationships and anticipating future needs, challenges, risks and expectations. Designing, structuring and delivering innovative and customized solutions by collaborating with subject matter experts to effectively integrate diverse capabilities spanning multiple geographically dispersed teams.
We use our Flywire Advantage - the combination of our next-gen payments platform, proprietary payment network and vertical specific software, to help our clients get paid, and help their customers pay with ease - no matter where they are in the world. This role is critical in building long-term, value-driven relationships that increase utilization, uncover new opportunities, and ultimately drive retention and revenue growth.
We use our Flywire Advantage - the combination of our next-gen payments platform, proprietary payment network and vertical specific software, to help our clients get paid, and help their customers pay with ease - no matter where they are in the world. This role is critical in building long-term, value-driven relationships that increase utilization, uncover new opportunities, and ultimately drive retention and revenue growth.
Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Partner effectively with an award-winning business banking team offering a wide array of product solutions that will enable you to enhance the customer experience, increase loyalty and improve the profitability of customer and the Bank. Complete Business Banking University and Drive Sales training in your initial four-week orientation and a commercial credit training program to insure you're prepared to identify, assess and mitigate lending risk.
Boston, Massachusetts30+ days ago
div>Apply now, connect a friend to this opportunity, or sign up for job alerts! . As a Strategic Relationship Manager, you’ll own and elevate the onboarding and ongoing operational relationship for top-tier strategic partner(s), delivering a best-in-class administrative and member experience while ensuring operational excellence, scalability, and long-term partner success.
Wakefield, MA30+ days ago
li>Capture custodian-specific nuances including lot selection methods, COAC authority settings, dividend payment configurations, proxy voting setup, and prime brokerage enrollment steps so that Vestmark has a single source of truth across the organization when onboarding new clients . Drive initiatives that reduce advisor friction at go-live including IP whitelisting, user provisioning, account feed validation, and access to the Service Request Portal so advisors can focus on managing client portfolios rather than navigating operational hurdles .
Our lawyers work at the intersection of government, technology and business, and we remain committed to our guiding principles of providing quality, excellent legal and client services; developing diversity among our lawyers and staff and cultivating an environment that promotes an ambitious spirit, collaboration and collegiality by drawing on the extraordinary talents and dynamic experience of our lawyers. Collaborates with IS to determine whether existing internal or external solutions can meet stakeholder needs or whether new solutions are feasible; assesses operational and financial impact; and considers how solutions will affect existing work processes, systems, and IS resources.
Wellesley, MA30+ days ago
li>Focus on upper middle-market companies within the Banks footprint, generally requiring greater than 10 million in loan commitments, with a goal of closing at least 40 million in new commitments annually. Ability to adhere to Needham Banks Core Values: Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn and Do the Right Thing.
ul>Capture custodian-specific nuances — including lot selection methods, COAC authority settings, dividend payment configurations, proxy voting setup, and prime brokerage enrollment steps — so that Vestmark has a single source of truth across the organization when onboarding new clients . - Drive initiatives that reduce advisor friction at go-live — including IP whitelisting, user provisioning, account feed validation, and access to the Service Request Portal — so advisors can focus on managing client portfolios rather than navigating operational hurdles .
Whether you are working in a Pharmacy,, a seasoned healthcare sales expert, or aspiring to break into the Medical Sales industry, Healthcare Marketing Group, LLC provides an excellent opportunity for you. Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications.
Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. In this role, youll make an impact in the following ways:
- The incumbent will help develop strategic plan(s) for managing and growing assigned client relationships, with a focus on revenue growth and retention through expanding use of BNY Mellon investment capabilities.
p>The VP, Relationship Manager (RM) is responsible for meeting or exceeding annual business development targets and effectively managing assigned FHLBank Boston member accounts with a focus on wholesale funding/liquidity. While representing members' interests to Bank management, the RM must demonstrate an understanding of the Bank's risk tolerances and the cost/benefit of member requests in order to be able to balance the needs of the member with the Bank's ability to address them.