Assistant Vice President/ Relationship Manager Computershare LtdAssistant Vice President/ Relationship ManagerCanton, MA$85,000–$95,000 / yearIn collaboration with the Sales team, the Assistant Vice President/Relationship Manager coordinates cross sells or up sells by introducing clients to additional Computershare products and services. Basic Assistant Vice President/Relationship Manager responsibilities include ensuring that clients receive the services they have purchased and that those services are delivered in a manner that meets and exceeds the clients' expectations.
Wealth Management Client Relationship Manager TIAAWealth Management Client Relationship ManagerWaltham, Massachusettsp style="text-align:inherit"/>Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management. Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.
Relationship Manager II TIAARelationship Manager IIWaltham, MassachusettsThe 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.) They are accountable for deepening relationships with key decision makers and partners to drive plan and participant outcomes through: alignment with best practices in retirement plan design, delivery of lifetime income through expanded adoption of TIAA products and delivery of the full value of TIAA solutions and services.
Senior Relationship Manager, AS Enterprise Relationship Management The Charles Schwab CorpSenior Relationship Manager, AS Enterprise Relationship ManagementBoston, MARemoteResponsibilities: • Develop deep relationships with the C-suite of Enterprise firms to become a trusted advisor • Masters partnering and collaborating with Enterprise firms to shape their strategic vision, while nurturing relationships across multiple levels of the firm, including establishing a presence and influencing growth with affiliated offices • Owns strategic client development; identified and develops strategies for the Enterprise Firm through opportunity identification; establishes proper advisor expectations and searches for ways to extend and expand the business relationships • Assembles executive level selling teams, sets objectives with the selling team, coaches and influences without direct authority the selling team to deliver on outcomes • Serves as the primary relationship Executive between the advisor and Schwab, advocating for the Enterprise firm, while balancing the needs of the company with the overall goal of maximizing the value of the relationships to both parties • Influences internal stakeholders, product leaders, and Executives to make strategic investments in capabilities to support the Enterprise firm's priorities, oversees the build and implementation with advisors • Contribute to the firm strategy by providing strategic insights from Enterprise relationships to inform strategic investments/capabilities that may benefit the larger RIA Community • Acts as the Executive Sponsor and is accountable for all strategic initiatives the Enterprise firm is collaborating with Schwab; responsible for directly managing the end-to-end project or coordinating with Shared Services • Accountable for profitable revenue growth and leads pricing and benefit negotiations internally and with the Enterprise firm. Required Qualifications: • Up to 50% travel • Bachelor's degree or equivalent work-related experience • Must have an Active and valid FINRA Series 7 • Must have an Active and valid FINRA 63 license or can be obtained by condition of employment • Must have a minimum of 10+ years of RIA industry experience • Must have sales, consulting, or RIA business management experience • Must have internal or external relationship management experience.
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 - OfficerBoston, 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 100 - 130 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.
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 Bank, Relationship Manager (Boston, MA) Citizens Financial Group IncPrivate Bank, Relationship Manager (Boston, MA)Boston, MA$230,000–$300,000 / yearli>Identifying potential cross-sell opportunities from prospects and existing clients and liaising with internal colleagues who are able to help execute those cross-sell opportunities (cash management, private banking, wealth management, foreign exchange, etc.). Given the Relationship Manager's role as a business development specialist, a strong understanding of the Bank's product offerings is required for cross-sell opportunities outside of their designated banking vertical.
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). Accountability, Analytical Skills, Client Service, Collaboration, Communication, Consultative Communication, Customer Engagement, Planned Giving, Relationship Management, Trusts.
R&I Independence Joint Business Relationships Manager PricewaterhouseCoopers LLPR&I Independence Joint Business Relationships ManagerBoston, MA$73,500–$212,280 / yearAs part of the Joint Business Relationships (JBR) Independence team within Risk & Independence, you will consult with and provide guidance to teams on the application of the business relationship rules in areas such as provision of services, procurement, use of third-party technology, marketing, participation in conferences and events, publications, among others. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Relationship Manager & Servicing Advisor Farther Finance Advisors LLCRelationship Manager & Servicing AdvisorBoston, MAp>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. 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.
Relationship Manager & Servicing Advisor FartherRelationship Manager & Servicing AdvisorBoston, MAp>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. Company Description.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.Senior Relationship Manager Canadian Imperial Bank of CommerceSenior Relationship ManagerBoston, MA$175,000–$240,000 / yearBusiness 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.Account Relationship Manager Greater Boston Area 1-800-Flowers.com IncAccount Relationship Manager Greater Boston AreaBoston, MARemotep>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.Relationship Manager Drawbridge Partners, LLCRelationship ManagerBoston, MAWe 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.Client Relationship Manager III Western Alliance BancorpClient Relationship Manager IIIMA$129,995–$160,581 / yearli>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.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 / yearli>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 .Strategic Accounts Relationship Manager - Vice President - BNY Investments The Bank of New York Mellon CorpStrategic Accounts Relationship Manager - Vice President - BNY InvestmentsMA$68,000–$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. 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.Commercial Real Estate Relationship Manager III - Senior Housing Citizens Financial Group IncCommercial Real Estate Relationship Manager III - Senior HousingBoston, MA$240,000–$300,000 / yearp>The 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.Treasury Relationship Mgr II Citizens Financial Group IncTreasury Relationship Mgr IIMAp>Responsibilities: Be a Trusted Advisor to clients and prospects, providing solutions for continual optimization of treasury management and operational processes in order to achieve high customer satisfaction and revenue growth. This is primarily a business development role advising clients on working capital solutions across various Payment Types, Including; Commercial Card, Merchant.Private Client Relationship Manager Citizens Financial Group IncPrivate Client Relationship ManagerNorth Andover, MA$90,000–$111,000 / yearp>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.Relationship Manager I Brown Brothers Harriman & CoRelationship Manager IBoston, MAp>BBH Capital Partners is the firm's multi-family office division, serving ultra-high-net-worth individuals, families, and private business owners across investment management, private markets and alternatives, wealth planning, estate and trust services, tax strategy, philanthropic advisory, commercial lending, and family business advisory. BBH's total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.Managing Director, Business Banking Relationship Manager (Boston, MA) Webster Financial CorpManaging Director, Business Banking Relationship Manager (Boston, MA)Boston, MA$150,000–$180,000 / yearp>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.Managing Director, Business Banking Relationship Manager (Brockton, MA) Webster Financial CorpManaging Director, Business Banking Relationship Manager (Brockton, MA)Brockton, MA$120,000–$160,000 / yearp>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.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.Relationship Manager Drawbridge PartnersRelationship ManagerBoston, MassachusettsWe 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.Custodian Relationship Manager Vestmark, Inc.Custodian Relationship ManagerBoston, MARemote$110,000–$140,000 / yearul>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 .Relationship Manager - Group Benefits (Northeast Region) Principal Financial Group IncRelationship Manager - Group Benefits (Northeast Region)Waltham, MARemote$84,600–$152,400 / yearHere are some things you will do: Profitably retain and grow an assigned block of in-force group business Deliver a strategic relationship plan that included quarterly/annual goals Handle complex service issues, plan amendments and expert renewal analysis Provide functional leadership by training, mentoring, and onboarding new and existing Client Relationship Consultants. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $84600 - $152400 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.Structured Finance Relationship Manager Needham BankStructured Finance Relationship ManagerWellesley, MA$116,440.45–$163,016.63 / yearli>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.Relationship Manager, AVP– DC Intermediary - State Street Investment Management State StreetRelationship Manager, AVP– DC Intermediary - State Street Investment ManagementBoston, Massachusettsp>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.Relationship Manager, AVP- DC Intermediary - State Street Investment Management State Street CorpRelationship Manager, AVP- DC Intermediary - State Street Investment ManagementBoston, MA$80,000–$140,000 / yearThis 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.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 - Danvers, MA M&T Bank CorpBusiness Banking Relationship Manager - Danvers, MADanvers, MA$99,500–$165,900 / yearp>Good 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.CRE Relationship Manager Amalgamated BankCRE Relationship ManagerBoston, MA$165,000–$195,000 / yearp>Purpose of Position: The CRE Relationship Manager is responsible for developing and managing a portfolio of commercial real estate relationships in the greater New England area, with a focus on Massachusetts, Connecticut and Rhode Island. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands.Customer Relationship Manager Allegion PlcCustomer Relationship ManagerMAThis role is highly customer-facing, requiring strong communication skills, attention to detail, and the ability to coordinate between customers, distributors, branches, and field technicians to meet service level agreements (SLAs) and exceed customer expectations. Upload customer approvals into Field Services, add detailed notes, update reports, notify customers of new ETAs, and communicate approvals to branches or distributors.NewRelationship 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.VP- Client Relationship Manager - Commercial Franchise Practice Marsh & McLennan Companies IncVP- Client Relationship Manager - Commercial Franchise PracticeMA$165,000–$185,000 / yearThis 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.Relationship Manager - Core market ManulifeRelationship Manager - Core marketUsa, MassachusettsRemotep/>Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify. for the salary range for your location.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.Sr. Relationship Manager (Boston, MA or Remote) Edelman Financial Engines LLCSr. Relationship Manager (Boston, MA or Remote)Boston, MARemote$117,700–$156,900 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. This position is responsible for developing and managing an account plan for each client within an assigned book of business that will meet or exceed client expectations while furthering Edelman Financial Engines' business goals, particularly in areas of client retention, revenue growth, and client satisfaction.Relationship Manager II Teachers Insurance and Annuity Association of America (TIAA)Relationship Manager IIWaltham, MA$99,800–$130,000 / yearp>_____. 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.)Senior Lead Commercial Banking Relationship Manager Wells Fargo & CoSenior Lead Commercial Banking Relationship ManagerBOSTON, MA$191,000–$305,000 / yearp>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.Principal Mid-Corporate Healthcare, Higher Education, and Non-Profit Relationship Manager Wells Fargo & CoPrincipal Mid-Corporate Healthcare, Higher Education, and Non-Profit Relationship ManagerBOSTON, MA$215,000–$355,000 / yearli>Strategically lead and resolve for full suite of solutions offered by Wells Fargo to 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 Mid-Corporate clients having enterprise impact, high risk or significant scope, by analyzing financials, presenting to clients, and coordinating with internal stakeholders.Strategic Relationship Manager AlegeusStrategic Relationship ManagerBoston, Massachusettsdiv>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.Business Relationship Manager (Law Firm IT Management Consultant) WilmerHaleBusiness Relationship Manager (Law Firm IT Management Consultant)Boston, MA$168,800–$211,000Our 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.Commercial Lender IIISenior Relationship Mgr OceanFirst Financial CorpCommercial Lender IIISenior Relationship MgrBoston, MAp>Manages and provides services for larger, more complex commercial loan relationship clients under the guidelines of the Banks loan policies and procedures, including but not limited to: • Identifying and developing new commercial loan relationships • Identifying and developing new deposit relationships • Interviewing clients and prospects seeking commercial loans • Collecting and analyzing financial and related data to determine general creditworthiness • Structuring loan terms and conditions that meet the clients needs and the Banks lending guidelines • Recommending approval or declination of loans within established Bank policies and informing prospective borrower of decision • Managing a commercial loan portfolio for adherence to loan terms and conditions, including but limited to the timely receipt of required financial information, covenant compliance, and annual reviews • Reviewing documentation and working with Bank personnel or Bank Counsel to ensure loan documentation is prepared in accordance with loan approval • Monitoring loan repayment activities and taking necessary action to collect from past-due accounts. Cross-sells the Banks commercial products and services to existing customers, acts in a trusted advisor role to companies, generating ideas, advice, and solutions usually to the larger companies in the Banks footprint.Business Relationship Manager Senior Acquisition - Vice President JPMorgan Chase Bank, N.A.Business Relationship Manager Senior Acquisition - Vice PresidentWayland, MAFull timeAcquire, 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.Relationship Manager II - Kaspick Teachers Insurance and Annuity Association of America (TIAA)Relationship Manager II - KaspickBoston, MA$126,000–$176,000 / yearp>_____. In 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).Associate Relationship Manager - US Wealth Wellington Management Company LLPAssociate Relationship Manager - US WealthBoston, MAExamples 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). The ideal candidate will will possess a deep understanding of the investment strategies in which their clients have allocations and demonstrate in-depth knowledge of the client marketplace, including regulatory, accounting, tax, and asset allocation considerations.123Resume ResourcesFree Resume TemplatesFree Resume Builder
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.
Senior Relationship Manager Canadian Imperial Bank of CommerceSenior Relationship ManagerBoston, MA$175,000–$240,000 / yearBusiness 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.
Account Relationship Manager Greater Boston Area 1-800-Flowers.com IncAccount Relationship Manager Greater Boston AreaBoston, MARemotep>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.
Relationship Manager Drawbridge Partners, LLCRelationship ManagerBoston, MAWe 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.
Client Relationship Manager III Western Alliance BancorpClient Relationship Manager IIIMA$129,995–$160,581 / yearli>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.
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 / yearli>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 .
Strategic Accounts Relationship Manager - Vice President - BNY Investments The Bank of New York Mellon CorpStrategic Accounts Relationship Manager - Vice President - BNY InvestmentsMA$68,000–$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. 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.
Commercial Real Estate Relationship Manager III - Senior Housing Citizens Financial Group IncCommercial Real Estate Relationship Manager III - Senior HousingBoston, MA$240,000–$300,000 / yearp>The 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.
Treasury Relationship Mgr II Citizens Financial Group IncTreasury Relationship Mgr IIMAp>Responsibilities: Be a Trusted Advisor to clients and prospects, providing solutions for continual optimization of treasury management and operational processes in order to achieve high customer satisfaction and revenue growth. This is primarily a business development role advising clients on working capital solutions across various Payment Types, Including; Commercial Card, Merchant.
Private Client Relationship Manager Citizens Financial Group IncPrivate Client Relationship ManagerNorth Andover, MA$90,000–$111,000 / yearp>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.
Relationship Manager I Brown Brothers Harriman & CoRelationship Manager IBoston, MAp>BBH Capital Partners is the firm's multi-family office division, serving ultra-high-net-worth individuals, families, and private business owners across investment management, private markets and alternatives, wealth planning, estate and trust services, tax strategy, philanthropic advisory, commercial lending, and family business advisory. BBH's total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.
Managing Director, Business Banking Relationship Manager (Boston, MA) Webster Financial CorpManaging Director, Business Banking Relationship Manager (Boston, MA)Boston, MA$150,000–$180,000 / yearp>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.
Managing Director, Business Banking Relationship Manager (Brockton, MA) Webster Financial CorpManaging Director, Business Banking Relationship Manager (Brockton, MA)Brockton, MA$120,000–$160,000 / yearp>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.
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.
Relationship Manager Drawbridge PartnersRelationship ManagerBoston, MassachusettsWe 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.
Custodian Relationship Manager Vestmark, Inc.Custodian Relationship ManagerBoston, MARemote$110,000–$140,000 / yearul>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 .
Relationship Manager - Group Benefits (Northeast Region) Principal Financial Group IncRelationship Manager - Group Benefits (Northeast Region)Waltham, MARemote$84,600–$152,400 / yearHere are some things you will do: Profitably retain and grow an assigned block of in-force group business Deliver a strategic relationship plan that included quarterly/annual goals Handle complex service issues, plan amendments and expert renewal analysis Provide functional leadership by training, mentoring, and onboarding new and existing Client Relationship Consultants. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $84600 - $152400 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.
Structured Finance Relationship Manager Needham BankStructured Finance Relationship ManagerWellesley, MA$116,440.45–$163,016.63 / yearli>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.
Relationship Manager, AVP– DC Intermediary - State Street Investment Management State StreetRelationship Manager, AVP– DC Intermediary - State Street Investment ManagementBoston, Massachusettsp>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.
Relationship Manager, AVP- DC Intermediary - State Street Investment Management State Street CorpRelationship Manager, AVP- DC Intermediary - State Street Investment ManagementBoston, MA$80,000–$140,000 / yearThis 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.
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 - Danvers, MA M&T Bank CorpBusiness Banking Relationship Manager - Danvers, MADanvers, MA$99,500–$165,900 / yearp>Good 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.
CRE Relationship Manager Amalgamated BankCRE Relationship ManagerBoston, MA$165,000–$195,000 / yearp>Purpose of Position: The CRE Relationship Manager is responsible for developing and managing a portfolio of commercial real estate relationships in the greater New England area, with a focus on Massachusetts, Connecticut and Rhode Island. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands.
Customer Relationship Manager Allegion PlcCustomer Relationship ManagerMAThis role is highly customer-facing, requiring strong communication skills, attention to detail, and the ability to coordinate between customers, distributors, branches, and field technicians to meet service level agreements (SLAs) and exceed customer expectations. Upload customer approvals into Field Services, add detailed notes, update reports, notify customers of new ETAs, and communicate approvals to branches or distributors.
NewRelationship 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.
VP- Client Relationship Manager - Commercial Franchise Practice Marsh & McLennan Companies IncVP- Client Relationship Manager - Commercial Franchise PracticeMA$165,000–$185,000 / yearThis 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.
Relationship Manager - Core market ManulifeRelationship Manager - Core marketUsa, MassachusettsRemotep/>Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify. for the salary range for your location.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.
Sr. Relationship Manager (Boston, MA or Remote) Edelman Financial Engines LLCSr. Relationship Manager (Boston, MA or Remote)Boston, MARemote$117,700–$156,900 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. This position is responsible for developing and managing an account plan for each client within an assigned book of business that will meet or exceed client expectations while furthering Edelman Financial Engines' business goals, particularly in areas of client retention, revenue growth, and client satisfaction.
Relationship Manager II Teachers Insurance and Annuity Association of America (TIAA)Relationship Manager IIWaltham, MA$99,800–$130,000 / yearp>_____. 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.)
Senior Lead Commercial Banking Relationship Manager Wells Fargo & CoSenior Lead Commercial Banking Relationship ManagerBOSTON, MA$191,000–$305,000 / yearp>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.
Principal Mid-Corporate Healthcare, Higher Education, and Non-Profit Relationship Manager Wells Fargo & CoPrincipal Mid-Corporate Healthcare, Higher Education, and Non-Profit Relationship ManagerBOSTON, MA$215,000–$355,000 / yearli>Strategically lead and resolve for full suite of solutions offered by Wells Fargo to 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 Mid-Corporate clients having enterprise impact, high risk or significant scope, by analyzing financials, presenting to clients, and coordinating with internal stakeholders.
Strategic Relationship Manager AlegeusStrategic Relationship ManagerBoston, Massachusettsdiv>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.Business Relationship Manager (Law Firm IT Management Consultant) WilmerHaleBusiness Relationship Manager (Law Firm IT Management Consultant)Boston, MA$168,800–$211,000Our 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.Commercial Lender IIISenior Relationship Mgr OceanFirst Financial CorpCommercial Lender IIISenior Relationship MgrBoston, MAp>Manages and provides services for larger, more complex commercial loan relationship clients under the guidelines of the Banks loan policies and procedures, including but not limited to: • Identifying and developing new commercial loan relationships • Identifying and developing new deposit relationships • Interviewing clients and prospects seeking commercial loans • Collecting and analyzing financial and related data to determine general creditworthiness • Structuring loan terms and conditions that meet the clients needs and the Banks lending guidelines • Recommending approval or declination of loans within established Bank policies and informing prospective borrower of decision • Managing a commercial loan portfolio for adherence to loan terms and conditions, including but limited to the timely receipt of required financial information, covenant compliance, and annual reviews • Reviewing documentation and working with Bank personnel or Bank Counsel to ensure loan documentation is prepared in accordance with loan approval • Monitoring loan repayment activities and taking necessary action to collect from past-due accounts. Cross-sells the Banks commercial products and services to existing customers, acts in a trusted advisor role to companies, generating ideas, advice, and solutions usually to the larger companies in the Banks footprint.Business Relationship Manager Senior Acquisition - Vice President JPMorgan Chase Bank, N.A.Business Relationship Manager Senior Acquisition - Vice PresidentWayland, MAFull timeAcquire, 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.Relationship Manager II - Kaspick Teachers Insurance and Annuity Association of America (TIAA)Relationship Manager II - KaspickBoston, MA$126,000–$176,000 / yearp>_____. In 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).Associate Relationship Manager - US Wealth Wellington Management Company LLPAssociate Relationship Manager - US WealthBoston, MAExamples 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). The ideal candidate will will possess a deep understanding of the investment strategies in which their clients have allocations and demonstrate in-depth knowledge of the client marketplace, including regulatory, accounting, tax, and asset allocation considerations.123Resume ResourcesFree Resume TemplatesFree Resume Builder
Business Relationship Manager (Law Firm IT Management Consultant) WilmerHaleBusiness Relationship Manager (Law Firm IT Management Consultant)Boston, MA$168,800–$211,000Our 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.
Commercial Lender IIISenior Relationship Mgr OceanFirst Financial CorpCommercial Lender IIISenior Relationship MgrBoston, MAp>Manages and provides services for larger, more complex commercial loan relationship clients under the guidelines of the Banks loan policies and procedures, including but not limited to: • Identifying and developing new commercial loan relationships • Identifying and developing new deposit relationships • Interviewing clients and prospects seeking commercial loans • Collecting and analyzing financial and related data to determine general creditworthiness • Structuring loan terms and conditions that meet the clients needs and the Banks lending guidelines • Recommending approval or declination of loans within established Bank policies and informing prospective borrower of decision • Managing a commercial loan portfolio for adherence to loan terms and conditions, including but limited to the timely receipt of required financial information, covenant compliance, and annual reviews • Reviewing documentation and working with Bank personnel or Bank Counsel to ensure loan documentation is prepared in accordance with loan approval • Monitoring loan repayment activities and taking necessary action to collect from past-due accounts. Cross-sells the Banks commercial products and services to existing customers, acts in a trusted advisor role to companies, generating ideas, advice, and solutions usually to the larger companies in the Banks footprint.
Business Relationship Manager Senior Acquisition - Vice President JPMorgan Chase Bank, N.A.Business Relationship Manager Senior Acquisition - Vice PresidentWayland, MAFull timeAcquire, 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.
Relationship Manager II - Kaspick Teachers Insurance and Annuity Association of America (TIAA)Relationship Manager II - KaspickBoston, MA$126,000–$176,000 / yearp>_____. In 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).
Associate Relationship Manager - US Wealth Wellington Management Company LLPAssociate Relationship Manager - US WealthBoston, MAExamples 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). The ideal candidate will will possess a deep understanding of the investment strategies in which their clients have allocations and demonstrate in-depth knowledge of the client marketplace, including regulatory, accounting, tax, and asset allocation considerations.