32 agency relationship manager jobs at 28 companies in Warwick, RI
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Manager, Client Relationship Management
Kansas City or Denver or Braintree or Boston
$70k-$165k/yrHybridFull Time
SS&C TechnologiesNASDAQ: SSNC: Global provider of financial services and healthcare technology solutions.
5+ YOE3+ MgmtBachelor's degree or equivalent; 5+ years in financial services (transfer agency/investor servicing preferred); 3+ years leading teams; strong knowledge of alternative investments; Excel and reporting tool experience.
Microsoft Excel, Microsoft Word, Microsoft Outlook, iCapital, CAIS
Risk Strategies: Boston-based Risk Strategies is a private insurance brokerage serving businesses, nonprofits, public entities, and individuals.
7+ YOEBachelor's in business/finance,7+ years personal lines experience with high-net-worth clients,valid property & casualty insurance license,proficiency with agency management systems and Microsoft Office,excellent communication and presentation skills.
agency management systems, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Allen & Gerritsen: Independent Boston-and-Philadelphia advertising agency helping ambitious brands grow through creative, media, public relations, design, and CX.
4+ YOE4+ years agency or client-side PR experience, strong media relationships, exceptional writing, project management, and people management; portfolio required.
National Financial Services LLC: Wholly owned Fidelity broker-dealer providing brokerage, clearing, custody, financing, and execution services to investors and other broker-dealers.
1+ YOESeries 7 and 63 licenses, 1–3 years of financial markets experience, securities lending and operational workflow experience, strong interpersonal and relationship management skills.
Fidelity Investments: Provider of investment, retirement, and financial planning services.
1+ YOERequires Series 7 and 63 licenses and 1–3 years of financial markets experience. Securities lending, operational workflows, international equities, relationship management, and trading knowledge preferred.
Advantage SolutionsNASDAQ: ADV: Global provider of outsourced sales and marketing services.
Build client relationships, lead proposal and program development, supervise program execution and teams, bachelor's degree or equivalent experience; strong written/verbal communication and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Access, Microsoft Outlook, web-browsers
National Financial Services LLC: Wholly owned Fidelity broker-dealer providing brokerage, clearing, custody, financing, and execution services to investors and other broker-dealers.
1+ YOERequires Series 7 and 63 licenses, 1–3 years of financial markets experience, securities lending and operational workflow knowledge, equity trading understanding, and strong relationship management skills.
Costello Medical: Employee-owned healthcare consultancy serving pharmaceutical and device clients with medical communications, health economics and market access.
3+ YOE3+ years publications experience at a medical writing agency, degree in a scientific discipline (min GPA 3.3), strong scientific writing, project management, client relationship skills, and proficiency with Excel, PowerPoint and Word.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Perk: Intelligent platform for travel and spend management.
Extensive US and UK PR or corporate communications experience, Tier 1 financial and business media relationships, financial communications expertise, executive profiling, agency management, and B2B technology, fintech, or SaaS experience.
State StreetNYSE: STT: Global financial services and bank holding.
2+ YOE2+ years in Finance/Fund Administration; ACAMS or AML qualification preferred; strong Excel; knowledge of AML/FATCA/CRS; client relationship management; ability to work under tight deadlines.
Assistant Territory Inside Sales Manager (Hyrbid, Webster or Boston)
Webster or Boston
$59k-$120k/yrHybridFull Time
MAPFREBME: MAP: Global multinational insurance and financial services.
2+ YOE7+ MgmtBachelor's degree or equivalent experience; 2–8 years in independent insurance agencies, 7+ years leading field sales initiatives, CRM experience, and strong consultative selling and relationship management skills.
National Program Management Director –Transmission (Hybrid)
Glen Allen or Bothell or Boise or Irvine or Phoenix or Rochester or Parsippany or Bloomington or Boston or Chicago or Portland or Denver
$200k-$250k/yrHybridFull Time
Tetra TechNASDAQ: TTEK: Global provider of consulting and engineering services.
15+ YOE10+ MgmtBachelor's degree, 15+ years environmental permitting/compliance experience (10+ on transmission), 10+ years management experience, established agency relationships, valid driver's license, travel up to 35%.
MERGE: Private marketing and technology agency serving health and wellness brands.
8+ YOE8+ years agency account management with pharmaceutical specialization, proven success managing $5M+ accounts, leading cross-functional teams, building C-suite relationships, and exceeding revenue targets.
United States or Canada or Chicago or Detroit or Atlanta or Raleigh or New York City or Philadelphia or Washington or Boston
$80k-$95k/yrRemoteFull Time
PhreesiaNYSE: PHR: Public healthcare software providing patient intake, payment, and engagement tools to healthcare organizations.
3+ YOEBachelor's degree and 3+ years creative agency account experience with pharmaceutical brands; ability to manage client relationships and own campaign execution; proficient with Jira, Monday.com, Ziflow and Microsoft tools; willing to travel ~10%
ChaseNYSE: JPM: U.S. consumer and commercial bank serving individuals, families and businesses with banking, lending, cards and investment services.
5+ YOE5+ years personal lines P&C agency experience, proven carrier relationship and negotiation skills, understanding of personal lines products and carrier operating models, familiarity with connectivity and integration, strong communication and organization.
Philadelphia or Boston or New York City or Baltimore or Washington or Charlotte or Raleigh or Durham or Atlanta or Chicago or Connecticut or Delaware or Florida or Georgia or Illinois or Indiana or Massachusetts or Maryland or Michigan or North Carolina or New Jersey or New York or Ohio or Pennsylvania or Tennessee or Virginia
$125k-$160k/yrHybridFull Time
HealthVerity: Private healthcare data platform serving life sciences, payers, government agencies, and healthcare analytics organizations.
5+ YOERequires 5+ years in healthcare adtech or agency sales, complex healthcare data or adtech solution selling, enterprise B2B negotiation and closing, agency relationship development, prospecting, and up to 30% travel.
Horace Mann Educators CorporationNYSE: HMN: Insurance and financial services for educators.
Build and manage an insurance agency, develop educator relationships, present products, network in the community, and obtain required insurance and FINRA licenses.