51 client relationship manager jobs at 25 companies in Cobleskill, NY
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Client Relationship Analyst
Utica, New York, United States
$16-$41/hr OnsiteFull Time
Provide client service and administrative support to Financial Advisors; execute transactions, manage calendars and travel, prepare materials, use digital tools; high school diploma required, college preferred; willingness to obtain Series licenses; strong MS Office skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
6d
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Wealth Management Client Relationship Manager
Charlotte or White Plains or Latham
$71k-$81k/yr HybridFull Time
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
6d
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Wealth Management Client Relationship Manager
Charlotte or White Plains or Latham
$71k-$81k/yr OnsiteFull Time
2+ YOERequires 2+ years of financial services experience. Series 7, 66 or 63 and 65, and resident-state life and health insurance licenses required within 120 days.
AI
1w
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Client Relationship Marketing Associate Director
San Francisco or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$139k-$370k/yr RemoteFull Time
10+ YOE10+ years marketing experience, including 3+ years in account-based or client relationship marketing, with strong commercial, communication, project management, full-funnel, and client engagement skills.
Salesforce, Gen AI
3mo
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Client & People Manager
Albany, New York, United States
OnsiteFull Time
3+ YOE1+ Mgmt3-5+ years in client/account/relationship management; 1-2+ years in people management; willingness to travel 40-50% within New York; strong communication and problem-solving; bachelor's degree preferred.
1mo
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Key Private Bank Associate Relationship Manager
Albany, New York, United States
$80k-$150k/yr HybridFull Time
3+ YOE3+ years financial services experience, bachelor’s degree preferred (or equivalent experience). FINRA Series licenses preferred; strong client relationship, sales, and communication skills required.
CRM
2w
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Cybersecurity Client Relationship & Sales Support Specialist
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$54k-$155k/yr HybridFull Time
3+ YOERequires 3+ years each in sales, cybersecurity, and project management, strong communication and executive presence, and a bachelor's degree or equivalent work experience.
Customer Relationship Management (CRM), Quarterly Business Review (QBR)
5d
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Client Experience Manager II
Scottsdale or Latham or Princeton or Nashua
OnsiteFull Time
4+ YOERequires 4+ years of relevant workers’ compensation, property, or casualty claims handling, supervision, or management experience; strong collaboration, communication, presentation, relationship management, organization, and multitasking skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1mo
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J.P. Morgan Wealth Management – Private Client Advisor – Albany, NY
Albany or Albany or Albany
$64k/yr OnsiteFull Time
2+ YOE2+ years financial advisor experience, client acquisition skills, Series 7 and Series 66 (or 63/65) active, life/health/long-term-care insurance license, goals-based planning and relationship management.
6d
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Project Manager 2
Albany, New York, United States
$80k-$85k/yr OnsiteFull Time
5+ YOERequires 5–7 years of project management experience, technical-environment experience, cost-control skills, client relationship management, leadership abilities, a college degree, trade school or equivalent experience, and a valid driver's license.
Project Management Institute (PMI)
1mo
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Account Manager
Albany, New York, United States
$52k-$92k/yr OnsiteFull Time
3+ YOEResponsible for day-to-day client servicing, managing renewals and RFPs, preparing presentations, and developing carrier/client relationships; requires insurance license and 3+ years client service experience.
Microsoft Excel, Microsoft PowerPoint
2mo
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Account Manager - State Farm Agent Team Member
New Hartford, New York, United States
$40k-$65k/yr OnsiteFull Time
Sales experience preferred; client relationship management; strong communication; customer service; licenses for Property & Casualty and/or Life/Health needed or obtainable.
3w
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District Manager
Clifton Park, New York, United States
$90k-$95k/yr FieldFull Time
Multi-unit operations leadership with financial acumen, client relationship building, team development, travel throughout a portfolio, ability to lift 50 pounds, and flexible availability for evenings/weekends/holidays.
1mo
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General Manager - Final Mile Delivery Operations
Watervliet, New York, United States
$65k-$80k/yr OnsiteFull Time
3+ YOE3+ years leadership in final-mile delivery or logistics, location-level P&L and budget management, carrier and client relationship management, safety and compliance oversight, strong coaching and problem-solving, flexible schedule including early mornings/weekends/holidays.
3mo
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Tax Senior Manager, High Net Worth
Buffalo or Akron or Baltimore or Pittsburgh or Chicago or New York or Westchester or Cleveland or St. Clair Shores or Deer Park or Youngstown or Philadelphia or Detroit or Denver or Milwaukee or Troy
$110k-$210k/yr HybridFull Time
8+ YOECPA/EA/JD required; 8+ years public accounting tax exp; strong client relationship and leadership skills.
Tax software, Research tools, Microsoft Office
3w
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Tax Manager - High Net Worth
Albany or East Aurora or Buffalo or Rochester or Syracuse
$80k-$100k/yr OnsiteFull Time
5+ YOEBachelor's in accounting, CPA or EA, 5+ years CPA firm experience, proficiency with tax software and Microsoft Office, ability to travel as needed, strong client relationship and leadership skills.
tax software, Microsoft Office Suite
1mo
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Traveling Project Director- Aviation
Mesa or Clarksville or Malta or Tempe or Austin or Tucson or Detroit or Orlando or Charlotte or Nashville or Raleigh or Dallas or Council Bluffs or Midlothian or Kansas City or Des Moines or Fort Leonard Wood or Cleveland or Tulsa or Atlanta or San Antonio or Lincoln or Waco or Taylorsville or Louisville or El Paso or Hillsboro or Jacksonville or Minot or St. Louis or Indianapolis or Fort Wayne or Boise or Savannah or Springfield or Myrtle Beach or Iowa City or Oklahoma City or Las Vegas or North Charleston or Beaverton or Bowling Green or Temple or Washington or Tampa or Toledo or Houston or Wichita or Omaha or Dickinson or Williston
FieldFull Time
15+ YOE5+ MgmtSenior construction leader to direct aviation projects: strategic and financial management, safety leadership, client/subcontractor relationship management, risk/contract management, preconstruction, budgeting, and team leadership; 15+ years construction experience preferred; 5+ years people management required.
Microsoft Office, CMiC
2mo
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Director, Account Management - Manufacturing
Boston or Albany
$200k-$220k/yr HybridFull Time
Proven experience building and growing client relationships, driving P&L and revenue, scoping/pricing engagements, leading teams, and advising on digital transformation in the manufacturing domain.
1mo
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Regional Vice President, Sales
Troy, New York, United States
HybridFull Time
Drive revenue and growth with third-party clients, manage strategic partnerships, maintain KPIs in Sales Force, and travel 25–50% to support renewals and client relationships.
Sales Force
1mo
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Regional Vice President, Sales
Troy, New York, United States
OnsiteFull Time
Drive revenue growth and strategic partnerships for third-party clients, maintain client relationships, manage renewals, and track KPIs in Sales Force; travel 25–50%.
Sales Force
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