Newstore manager - Quincy, MA Starbucksstore manager - Quincy, MAQuincy, MA$73,400–$102,800Partners have access to short-term and long-term disability, paid parental leave, family expansion reimbursement, paid vacation from date of hire*, sick time (accrued at 1 hour for every 25 hours worked), eight paid holidays, and two personal days per year. Additionally, Starbucks offers 100% upfront tuition coverage for a first-time bachelor’s degree through Arizona State University’s online program via the Starbucks College Achievement Plan, student loan management resources, and access to other educational opportunities.
NewSales Account Manager UlineSales Account ManagerBoston, MA$85,000–$135,000 / yearFull timeUline, a name millions of businesses across North America know and trust, is looking for an experienced Sales Account Manager to build our growing Boston, Massachusetts market. Uline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations and 17 sales offices.
NewTerritory Sales Manager UlineTerritory Sales ManagerBoston, MA$85,000–$135,000 / yearFull timeUline, a name millions of businesses across North America know and trust, is looking for an experienced Territory Sales Manager to build our growing Boston, Massachusetts market. Uline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations and 17 sales offices.
Relationship Manager - Investment Management Group Rockland Trust CompanyRelationship Manager - Investment Management GroupMAThe Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG's clients while supporting our new business efforts through teaming with IMG financial consultants and networking with centers of influence. Collaborate with our IMG team of internal advisors on financial and retirement planning, investment management, personal insurance, trust and estate services, special needs services and premier banking strategies and solutions.
Investment Manager Governance & Relationship Manager MassMutualInvestment Manager Governance & Relationship ManagerBoston, MassachusettsAs an Investment Manager Governance & Relationship Manager, you will help drive the execution of MassMutual’s enterprise governance framework and relationship management strategy across affiliated and non-affiliated external asset managers. The team partners closely with internal and external stakeholders to support governance forums, oversee key performance and service metrics, drive continuous improvement, and ensure effective execution of oversight activities throughout the investment lifecycle.
Relationship Manager Computershare LtdRelationship ManagerCanton, MA$90,000–$100,000 / yearResolves client issues and documents service incidents, follows up with internal business units to secure responses and shares results with the Manager, Client and Senior Management. Additionally, in collaboration with all sales units, coordinate cross sells or up sells by introducing clients to additional Computershare products and services.
Relationship Manager - Investment Management Group Rockland TrustRelationship Manager - Investment Management GroupOsterville, MAFull timeThe Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG’s clients while supporting our new business efforts through teaming with IMG financial consultants and networking with centers of influence. Collaborate with our IMG team of internal advisors on financial and retirement planning, investment management, personal insurance, trust and estate services, special needs services and premier banking strategies and solutions.
Senior Treasury Relationship Manager - Government Banking - MA/NH Citizens Financial Group IncSenior Treasury Relationship Manager - Government Banking - MA/NHMA$179,000–$234,000 / yearThis role is focused on managing and growing treasury relationships across Massachusetts, New Hampshire, and surrounding markets, advising clients on comprehensive working capital and treasury solutions including Cash Management, Commercial Card, Merchant Services, Trade, and Supply Chain Finance. Serve as a trusted advisor to municipal government and public-sector clients and prospects, delivering treasury solutions that optimize cash flow, liquidity, and operational processes while driving high client satisfaction and revenue growth.
Liquidity Relationship Manager - (Escrow) Citizens Financial Group IncLiquidity Relationship Manager - (Escrow)MA$115,000–$135,000 / yearThe Segment Specialist serves as a primary market‑facing relationship manager for assigned liquidity pools, acting as a trusted advisor to clients while partnering closely with internal product, risk, and delivery teams to execute the broader segment strategy. Coordinate closely with internal partners including Risk, Treasury Management, Product, Risk, Capital Markets, Operations, Technology, and Legal to deliver integrated solutions.
Sr. Relationship Manager (US) TD BankSr. Relationship Manager (US)Worcester, MA$148,720–$240,240 / yearThe job acquires, develops and manages commercial banking relationships by providing customized solutions across different commercial segments to build a strategy that is right for the customer now, and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new customers. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
NewInvestment Manager Governance & Relationship Manager Massachusetts Mutual Life Insurance CompanyInvestment Manager Governance & Relationship ManagerBoston, MA$118,900–$156,000 / yearAs an Investment Manager Governance & Relationship Manager, you will help drive the execution of MassMutual's enterprise governance framework and relationship management strategy across affiliated and non-affiliated external asset managers. The team partners closely with internal and external stakeholders to support governance forums, oversee key performance and service metrics, drive continuous improvement, and ensure effective execution of oversight activities throughout the investment lifecycle.
Sr Relationship Manager TD BankSr Relationship ManagerSpringfield, MassachusettsThe job acquires, develops and manages commercial banking relationships by providing customized solutions across different commercial segments to build a strategy that is right for the customer now, and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new customers. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Business Banking Relationship Manager I Citizens Financial Group IncBusiness Banking Relationship Manager IDanvers, MA$104,000–$132,000 / yearPartner 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.
Custodian Relationship Manager Vestmark IncCustodian Relationship ManagerWakefield, MA$110,000–$140,000 / yearCapture 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.
Commercial Relationship Manager Mutual Bancorp and its SubsidiariesCommercial Relationship ManagerLeominster, MassachusettsPast projects include implementation of Argo for loan documentation, change to LaserPro for documentation and booking, paperless initiative for commercial including file set up in Synergy, building SBA PPP documentation process, booking and Synergy filing, commercial implementation of new HMDA regulatory data collection, workflows for risk rating changes). Maintains familiarity with programs offering credit enhancements, and makes use of these as appropriate to support borrowers and Banks needs (SBA, USDA, Mass Capital Access, FHLB AHP, FHLB Community Development Advances).
Strategic Accounts Relationship Manager - Vice President - BNY Investments The Bank of New York Mellon CorpStrategic Accounts Relationship Manager - Vice President - BNY InvestmentsBoston, MA$83,000–$209,000 / yearThrough 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. S/He will serve in a consultative role to their assigned clients, advising on the best way to achieve short and long term strategic objectives, this may include working with research sales teams at assigned client firms.
Business Relationship Manager Senior Acquisition Vice President JPMorgan Chase & CoBusiness Relationship Manager Senior Acquisition Vice PresidentBoston, MAAcquire, 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.
Business Relationship Manager Senior Acquisition - Vice President JPMorgan Chase & CoBusiness Relationship Manager Senior Acquisition - Vice PresidentMAJob Responsibilities 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 Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses 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. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate Balance needs of clients with associated risks and interests of the firm Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience Minimum of 3 years' managing clients >$10+MM revenue In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint.
Business Relationship Manager I - Officer JPMorgan Chase & CoBusiness Relationship Manager I - OfficerBrockton, MAIdentify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs. Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.
Commercial Real Estate Relationship Manager III - Senior Housing Citizens Financial Group IncCommercial Real Estate Relationship Manager III - Senior HousingBoston, MA$240,000–$300,000 / yearThe Senior Housing Relationship Manager is responsible for originating, structuring, and managing complex commercial real estate relationships with a focus on senior housing, healthcare real estate, and related operating platforms. The banker will drive growth through proactive origination, disciplined credit underwriting, and strategic client advisory, partnering across the Bank to deliver a "One Bank" approach to institutional and middle market clients.
JPMorgan Private Client Relationship Manager - Boston, MA JPMorgan Chase & CoJPMorgan Private Client Relationship Manager - Boston, MABoston, MABuild 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.
Private Client Relationship Manager Citizens Financial Group IncPrivate Client Relationship ManagerFranklin, MA$83,000–$104,000 / yearAs 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.
Senior Relationship Manager, Institutional Asset Owners Northern Trust CorpSenior Relationship Manager, Institutional Asset OwnersBoston, MA$95,600–$162,400 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Leads the delivery of master trust and custody services by analyzing client needs, recommending improvements, and assessing the impact of new or expanded financial services.
Relationship Manager II - Kaspick TIAARelationship Manager II - KaspickBoston, MassachusettsIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Key Responsibilities and Duties Develops plans to increase client engagement, provide early warning of possible client dissatisfaction, and marshall resources necessary to solve client problems.
Managing Director, Business Banking Relationship Manager (Brockton, MA) Webster Financial CorpManaging Director, Business Banking Relationship Manager (Brockton, MA)Brockton, MA$120,000–$160,000 / yearKey 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.
Managing Director, Business Banking Relationship Manager (Boston, MA) Webster Financial CorpManaging Director, Business Banking Relationship Manager (Boston, MA)Boston, MA$150,000–$180,000 / yearKey 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.
Relationship Manager & Servicing Advisor Farther Finance Advisors LLCRelationship Manager & Servicing AdvisorBoston, MAE3 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. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.
Structured Finance Relationship Manager Needham BankStructured Finance Relationship ManagerWellesley, MAFocus on upper middle-market companies within the Bank’s 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 Bank’s 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 ).
Relationship Manager & Servicing Advisor FartherRelationship Manager & Servicing AdvisorBoston, MAE3 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. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.
Corporate Advisory & Banking Relationship Manager Brown Brothers Harriman & CoCorporate Advisory & Banking Relationship ManagerBoston, MAYou 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.
NewCapital Sales - Customer Relationship Manager - Capital ACV Auctions IncCapital Sales - Customer Relationship Manager - CapitalBoston, MAGenerous paid time off options, including uncapped vacation days, the greater of 3 paid sick days or in accordance with the applicable state or local paid sick leave law, 6 paid company holidays, 2 floating holidays, parental leave, bereavement leave, jury duty leave, voting leave, and other forms of paid leave as required by applicable law or regulation. Our network of brands include ACV Auctions, ACV Transportation, ClearCar, MAX Digital and ACV Capital within its Marketplace Products, as well as, True360 and Data Services.
Relationship Manager - Core market Manulife Financial CorpRelationship Manager - Core marketMAManulife/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.
Senior Commercial Relationship Manager, SVP (Asset Based Lending) M&T Bank CorpSenior Commercial Relationship Manager, SVP (Asset Based Lending)Boston, MA$123,600–$206,000 / yearOverview: The Asset Based Lending Relationship Manager ("ABL RM") is responsible for originating, structuring, and managing asset-based lending relationships within the middle market, large corporate and sponsor-backed client segments. The ABL RM serves as the primary client contact for the ABL product, partnering closely with credit, underwriting, field exam, and portfolio management teams to deliver best-in-class financing solutions.
Relationship Manager, Assistant Vice President - State Street Investment Management State Street CorpRelationship Manager, Assistant Vice President - State Street Investment ManagementBoston, MA$80,000–$140,000 / yearWorking 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.
Relationship Manager - Personal Lines Baldwin Group ColleagueRelationship Manager - Personal LinesNantucket, MassachusettsThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. Knowledge, Skills and Abilities: Current P&C License, as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions, or be willing and able to obtain all required licenses within their first 90 days of employment.
Relationship Manager Beacon Pointe AdvisorsRelationship ManagerMAThe Relationship Manager will join a highly talented team of wealth management and client service professionals that serve the investment management and financial planning needs of high-net-worth individuals, families and institutions. Act as the primary liaison between high-net worth (HNW) clients, investment professionals and other members of the service support team to provide clients with a personalized, high-touch service experience.
Relationship Manager - Core market ManulifeRelationship Manager - Core marketUsa, MassachusettsRemoteManulife/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.
NewRelationship Manager I- Technology Startup Banking First Citizens BancShares IncRelationship Manager I- Technology Startup BankingBoston, MA$112,000–$150,000 / yearFirst Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Provide expert knowledge on SVB products and services and collaborate with internal partners across our Business Development, Relationship Advisor, Solutions Advisor, Accelerator/Growth, Marketing, Risk, and Operations teams to deliver a cohesive go-to-market approach.
Cash Management Relationship Manager Northern BankCash Management Relationship ManagerWoburn, MAFull timeIn conjunction with Commercial Loan Officers, Business Bankers and Branch Managers, plans and implements a calling program designed to achieve new business and expand the bank’s business deposit account portfolio. From deposit products to loans to payment and collections services, we work hands-on with our entrepreneurial customers, both locally and across the country, to provide the financial support they need to realize their personal and business goals.
Custodian Relationship Manager Vestmark, Inc.Custodian Relationship ManagerBoston, MA$110,000–$140,000 / yearCapture 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.
Relationship Manager Beacon Pointe Advisors LLCRelationship ManagerAmherst, MAThe Relationship Manager will join a highly talented team of wealth management and client service professionals that serve the investment management and financial planning needs of high-net-worth individuals, families and institutions. Act as the primary liaison between high-net worth (HNW) clients, investment professionals and other members of the service support team to provide clients with a personalized, high-touch service experience.
Senior Lead Commercial Banking Relationship Manager Wells Fargo & CoSenior Lead Commercial Banking Relationship ManagerBOSTON, MA$191,000–$305,000 / yearIn 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.
CRE Relationship Manager ConsultNetCRE Relationship ManagerBoston, MA$170,000–$200,000 / yearFor over 25 years, we have connected thousands of consultants with meaningful roles through a personal, communication-driven approach, partnering with a diverse client base to build high-performing teams and create lasting impact. Our expertise spans across project services, contract-to-hire, direct search, and managed services onshore, nearshore, and hybrid.
Business Banking Relationship Manager II Citizens Financial Group IncBusiness Banking Relationship Manager IIWestwood, MA$148,000–$184,000 / yearIn this role, you'll acquire and deepen client relationships by collaborating across the enterprise to deliver comprehensive solutions in areas such as credit, liquidity, interest rate management, treasury solutions, and Wealth Management. Manage, acquire and deepen a portfolio of new and existing commercial customer relationships within the Business Banking target market of five million to fifty million in annual revenue.
Principal Commercial Restaurant Finance Relationship Manager Wells Fargo & CoPrincipal Commercial Restaurant Finance Relationship ManagerBoston, MA$185,000–$300,000 / yearStrategically lead and resolve for full suite of solutions offered by Wells Fargo to Middle Market and Mid-Corporate clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions. In this role, you will: Serve as an expert advisor to lead highly complex and substantial cash flow and real estate loans and certain other industry specific solutions with Middle Market and Mid-Corporate clients having enterprise impact, high risk or significant scope, by analyzing financials, presenting to clients, and coordinating with internal stakeholders.
Commercial Relationship Manager The Cape Cod Five Cents Savings BankCommercial Relationship ManagerLeominster, MAPast projects include implementation of Argo for loan documentation, change to LaserPro for documentation and booking, paperless initiative for commercial including file set up in Synergy, building SBA PPP documentation process, booking and Synergy filing, commercial implementation of new HMDA regulatory data collection, workflows for risk rating changes). Maintains familiarity with programs offering credit enhancements, and makes use of these as appropriate to support borrowers and Banks needs (SBA, USDA, Mass Capital Access, FHLB AHP, FHLB Community Development Advances).
Business Banking Relationship Manager - Springfield, MA M&T Bank CorpBusiness Banking Relationship Manager - Springfield, MASpringfield, MA$85,800–$143,000 / yearGood understanding of Cash Management, Merchant Service, Trade Services products offered to Business Banking customers and ability to identify sales opportunities for those product sets. Education and Experience Required: Bachelor's degree or in lieu of a degree, a minimum of 4 years of related sales/banking experience, or a combination thereof.
Relationship Manager - Personal Lines The Baldwin Group Insurance Holdings, LLCRelationship Manager - Personal LinesMAThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. Knowledge, Skills and Abilities: Current P&C License, as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions, or be willing and able to obtain all required licenses within their first 90 days of employment.
Client Success Relationship Manager, Director SS&C Technologies Holdings IncClient Success Relationship Manager, DirectorBoston, MARelationship Managers are an integral component of our Global Customer Experience team, and we are looking for strong contributors to join our hybrid team of competitive and experienced professionals focused on transformational processes, customer loyalty, our customers' growth, and ultimately maintenance of our industry-leading renewal rates. Possess excellent verbal and written communication skills inclusive of outstanding presentation development and delivery skills, with the ability to inform, influence and impact all levels of management.
Sr Private Client Relationship Manager Risk StrategiesSr Private Client Relationship ManagerBoston, Massachusetts80,000 - $120,300 Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. The ideal candidate brings deep expertise in complex personal lines insurance, a relationship first approach, and a proven ability to build lasting client partnerships while providing strategic risk management guidance.