179 client relationship manager jobs at 92 companies in Brookhaven, NY

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D365 Client Relationship Manager
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yr OnsiteFull Time
BDO USA
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
3w
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Client Relationship Manager
New York City or Jersey City or Hoboken or Westchester County or Stamford
$82k-$92k/yr OnsiteFull Time
Honest Networks
Honest Networks: Provides high-speed gigabit internet services to residential buildings.
1+ YOE1-2 years customer-facing experience, ability to cover NYC tri-state territory via mass transit, event planning and execution, relationship building, sales and negotiation skills.
3w
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Wealth Management Client Relationship Manager
Charlotte or White Plains or New York
$71k-$81k/yr OnsiteFull Time
TIAA
TIAA: Financial services organization providing retirement, asset management, and investments.
2+ YOE2+ years experience required (3+ preferred); university degree preferred; obtain FINRA Series registrations and life & health license within 120 days; strong client relationship, communication, and quantitative skills.
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Employee Benefits Client Relationship Manager
Mahopac or Shelton or Stamford or Norwalk or North Haven or Darien
$72k-$120k/yr HybridFull Time
Lawley
Lawley: Provides insurance brokerage, employee benefits, and risk management consulting.
6+ YOE6+ years insurance/project management experience, life accident and health license, bachelor’s degree preferred, proficiency in Microsoft Excel, strong communication and leadership skills.
Microsoft Excel
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Private Client Relationship Manager
Melville or Bridgehampton or Jersey City or Summit
$85k-$115k/yr HybridFull Time
EPIC Insurance Brokers & Consultants
EPIC Insurance Brokers & Consultants: Provides insurance brokerage and risk management consulting services.
5+ YOEP&C insurance license, HS/GED, 5+ years client management, MS Office/Outlook proficiency, Sagitta and ImageRight preferred, strong communication and organizational skills, confidentiality and E&O avoidance.
Microsoft Office, Microsoft Outlook, Sagitta, ImageRight
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Wealth Management Client Relationship Manager
Charlotte or White Plains or Latham
$71k-$81k/yr HybridFull Time
TIAA
TIAA: Provides retirement and financial services for academic and non-profit sectors.
2+ YOERequires 2+ years of financial services experience; university degree preferred. Series 7, Series 66 or Series 63 and 65, plus life and health insurance licenses required within 120 days.
AI
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Client Relationship Manager, Structured Investments - IBD Coverage - Associate / Assistant Vice President
Greenwich, Connecticut, United States
$100k-$140k/yr HybridFull Time
iCapital
iCapital: A global fintech platform for alternative investment marketplace access.
2+ YOE2+ years client-facing or relationship management experience in financial services; foundational knowledge of structured investments; BD/wealth management experience a plus; Series 7 and 63 preferred; strong communication and organization.
CRM
2mo
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Client Relationship Executive - Commercial
New York City or Hartford or Edison or Melville or Boston
$185k-$278k/yr HybridFull Time
Grant Thornton
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
10+ YOE10+ years in business development or Audit/Tax sales with C-suite relationship experience; strong commercial acumen, pursuit leadership, negotiation, and presentation skills; Bachelor’s degree or equivalent experience required; travel up to 10%.
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Relationship Manager
New York City or White Plains
$75k-$125k/yr OnsiteFull Time
Intercontinental Exchange
Intercontinental ExchangeNYSE: ICE: Operates global financial exchanges, clearing houses, and mortgage technology.
5+ YOEBachelor's degree, 5+ years in financial services including 3+ years in account relationships, strong communication, client advocacy, project coordination, industry knowledge, and willingness to travel.
5d
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Business Relationship Manager I
Great Neck, New York, United States
$71k-$110k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOEAt least 1 year of business banking relationship management or related lending experience; strong business credit, communication, risk management, and client relationship skills; proficiency in Microsoft Office tools.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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Crypto Associate Relationship Manager - Electronic Trading
Greenwich or New York City or Chicago or United States or Canada or Europe or Asia
$100k-$150k/yr OnsiteFull Time
DRW
DRW: Technology-driven principal trading firm operating in global financial markets
2+ YOE2+ years in institutional client coverage, sales, or relationship management; familiarity with electronic trading, FIX/API; Python and Java proficiency; Git, SQL, Linux familiarity; strong communication and presentation skills.
FIX, API, Python, Java, Git, SQL, Linux, Microsoft PowerPoint
1mo
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Relationship Manager, Global Equity - VP
Alpharetta or Menlo Park or Purchase
$110k-$185k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
3+ YOEUniversity degree in Business/Economics, minimum 3 years in account management/client services or sales, SIE and FINRA Series 7 & 63 required, strong communication, Excel/Word and web/email competency, ability to travel up to 25%.
Microsoft Excel, Microsoft Word, email, internet
2mo
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Business Relationship Manager - Nassau South, Assistant Vice President
Franklin Square, New York, United States
$99k-$148k/yr OnsiteFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
5+ YOE5+ years experience with strong business development, credit structuring, and client relationship skills; SME in deposit, credit, and cash management; manage credit up to $250K; register as a mortgage loan originator; bachelor’s degree or equivalent.
Nationwide Mortgage Licensing System and Registry
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Business Banking Relationship Manager II
Branford, Connecticut, United States
OnsiteFull Time
Citizens Financial Group
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
4+ YOEManage and grow commercial client portfolios (>$5M–$50M revenue), 4+ years business banking experience, commercial credit training, strong communication, sales and negotiation skills, community engagement.
sales force
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Principal, Client Engagement
Greenwich, Connecticut, United States
$140k-$200k/yr OnsiteFull Time
Innspace
Innspace: Hospitality general contractor providing renovation, design, and procurement services.
10+ YOE10+ years in US hotel/hospitality industry with proven business development, client engagement, and senior relationship management; strong leadership, forecasting, and pipeline management skills.
Smartsheet, HubSpot, Microsoft Office
3w
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Relationship Banker, Long Island Central, NY Area
Commack or Northport or Huntington or Melville or Deer Park or Woodbury
$25-$27/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
0+ YOEEngage clients in branch, educate on self-service banking, process cash transactions, manage financial center traffic, and build client relationships; high school diploma required.
1mo
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Relationship Banker - Queens West NY Area
Astoria or Sunnyside or Maspeth or Howard Beach or Jackson Heights or Long Island City or Corona
$25-$27/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Engage clients, manage cash transactions, educate on self-service banking, follow regulatory processes, and build relationships; high school diploma/GED required.
1mo
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Client Service Manager_Nassau/Suffolk
Ridgefield Park or Brooklyn or Queens or Nassau County or Suffolk County
$55k-$70k/yr FieldFull Time
SpecialtyRx
SpecialtyRx: A long-term care pharmacy providing pharmaceutical services to long-term care facilities and assisted living communities.
Experience with long-term care pharmacy preferred; strong healthcare procedure knowledge; valid driver\u0002s license and reliable transportation; ability to travel extensively, perform facility visits and medication audits, and manage client relationships.
1mo
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Relationship Manager, Global Equity - VP
Alpharetta or Purchase or Menlo Park
$110k-$185k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
3+ YOEUniversity degree or college diploma in Business/Economics; minimum 3 years in account management/client services/sales; SIE, FINRA Series 7 and 63 required; strong communication, analytical skills; proficiency with email, internet, Excel and Word; ability to travel up to 25%.
email, internet, Microsoft Excel, Microsoft Word
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Client Experience Director
Omaha or Anchorage or Phoenix or Folsom or Irvine or Los Angeles or Sacramento or San Francisco or Walnut Creek or Colorado Springs or Denver or Englewood or Washington or Jacksonville or Orlando or Tampa or Atlanta or Honolulu or Boise or Chicago or Louisville or Ann Arbor or Minneapolis or Kansas City or Billings or Missoula or Las Vegas or Reno or Lawrenceville or Newark or Albuquerque or New York City or White Plains or Charlotte or Raleigh or Cincinnati or Cleveland or Columbus or Portland or Salem or Philadelphia or Pittsburgh or Sioux Falls or Austin or Corpus Christi or Dallas or Houston or San Antonio or Vienna or Bellevue or Gillette or Seattle or San Diego or Lexington or Portland or Charleston or Des Moines or Spokane or Columbia or Nashville or Arlington or Baltimore or Mobile or Richmond or Tucson or Winston-Salem or Miami or Indianapolis or Pompton Lakes or Detroit or Fargo or Santa Fe or Oklahoma City or Norfolk or Madison or Little Rock or Charleston or Doral or Milwaukee or Overland Park
OnsiteFull Time
HDR
HDR: Global provider of engineering, architecture, environmental and construction services.
15+ YOE15+ years in A/E/C required, with strategic program leadership, executive communication, cross-functional influence, client relationship management, and qualitative and quantitative data analysis. Bachelor's degree strongly preferred.
Client Feedback System, CRM systems, dashboards, analytics