26 agency relationship manager jobs at 20 companies in Woonsocket, 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: Provides software and technology for financial and healthcare sectors.
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: Specialty insurance brokerage and risk management advisory firm.
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
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
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.
Allen & Gerritsen: Independent advertising agency providing integrated brand and marketing services.
4+ YOE4+ years agency or client-side PR experience, strong media relationships, exceptional writing, project management, and people management; portfolio required.
Fidelity Investments: Provides investment management, retirement planning, and brokerage 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 Solutions: Provides outsourced sales, merchandising, and marketing for consumer brands.
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
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
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: Provides medical communications and health economic consulting services.
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
State StreetNYSE: STT: Provides investment servicing and management to institutional investors.
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
MAPFREBolsa de Madrid: MAP: Provides global insurance, reinsurance, and financial protection 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 high-end 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: Provides marketing and technology services for 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: SaaS platform for patient intake and clinical engagement.
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%
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
Horace MannNYSE: HMN: Provides insurance and financial services tailored for educators.
Build and manage an insurance agency, develop educator relationships, present products, network in the community, and obtain required insurance and FINRA licenses.
State and Local Account Director — Massachusetts (5474)
Massachusetts or Rhode Island or Connecticut or Boston
$177k-$265k/yrRemoteFull Time
SMX: Providing cloud, cybersecurity, and mission-focused technology solutions to government.
10+ YOERequires 10+ years serving state and local government, a managed portfolio exceeding $25M annually, Massachusetts agency executive relationships, account growth expertise, procurement knowledge, and IT services fluency.
RFQ, RFR, Statement of Work (SOW), FinOps, CJIS, IRS Pub 1075, HIPAA, MARS-E, AWS, Microsoft Azure, Google Cloud
Austin or Boston or Detroit or Las Vegas or Los Angeles or Nashville or New York City or San Francisco
$150k-$170k/yrHybridFull Time
George P. Johnson: Global experiential marketing agency creating brand experiences and exhibits.
10+ YOE6+ Mgmt10+ years agency experience with 6+ years client management, college degree preferred, strong client relationship, strategic, budgeting, P&L and team leadership skills, ability to travel and work irregular hours.
CRM, Deltek, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Outlook, ERP, Project Management software