3w
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Client Relationship Manager
Boston or Connecticut
$109k-$136k/yr HybridFull Time
5+ YOE5+ years in financial services, strong customer service, managing sensitive client relationships, supporting plan operations, ability to travel to client meetings and assigned office within a 50-mile radius.
2mo
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Director, Client Relationship Manager
Boston or Denver or Waltham
HybridFull Time
5+ YOEBachelor’s degree or equivalent experience; 5+ years in financial services; strong client relationship and presentations skills; willing to on-site at least 6 days/month.
2mo
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Private Client Relationship Manager
Boston, Massachusetts, United States
$90k-$111k/yr OnsiteFull Time
3+ YOE3-5 years in banking/wealth management; experience with affluent clients; required licenses SIE, Series 6/7 and 63/66; outstanding communication and client-centric sales skills.
2mo
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Client Relationship Manager - Employee Benefits
Manchester, New Hampshire, United States
$58k-$112k/yr HybridFull Time
3+ YOEThree years’ experience in employee benefits account management; Life/Health license; knowledge of underwriting, compliance; MS Office proficiency; strong organization and communication skills.
Microsoft Office
1w
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Sr Private Client Relationship Manager
Boston, Massachusetts, United States
$80k-$120k/yr HybridFull Time
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
1mo
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Client Relationship Executive - Commercial
New York City or Hartford or Edison or Melville or Boston
$185k-$278k/yr HybridFull Time
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%.
1w
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Relationship Manager
Canton or Edison or Jersey City
$90k-$100k/yr HybridFull Time
3+ YOEBachelor's degree, minimum 3 years client services experience (alternative investments preferred), strong client management, communication, and technical aptitude; ability to travel ~5%.
2w
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Client Relationship Executive – Cyber Managed Services
San Francisco or Raleigh or Charlotte or Chicago or Jacksonville or Cincinnati or Columbia or Kansas City or Dallas or Los Angeles or Boston or San Jose or Seattle or Tampa or Atlanta or Austin or Washington or Miami or Denver or Detroit or Nashville or Buffalo or Florham Park or New York or Orlando or Philadelphia or Pittsburgh or Hartford or Portland or Houston
$123k-$424k/yr OnsiteFull Time
8+ YOEBachelor's degree, at least 8 years in the cyber industry with proven demand generation and sales success, executive relationship-building, strategic go-to-market and sales planning experience.
12h
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Relationship Manager (Waltham, MA)
Boston, Massachusetts, United States
$60k-$70k/yr HybridFull Time
Experience in wealth management service delivery, client relationship management, leadership/mentoring, CRM proficiency, strong communication and problem-solving skills.
CRM
1w
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JPMorgan Private Client Relationship Manager – Boston, MA
Boston, Massachusetts, United States
$150k/yr OnsiteFull Time
10+ YOE10+ years in financial services with affluent/complex relationship management; entrepreneurial prospecting; established HNW referral network; ability to solve complex financial needs; SIE, Series 7 and Series 66 (or 63 and 65) required; NMLS registration required.
1mo
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Relationship Manager I
Boston, Massachusetts, United States
$85k-$130k/yr OnsiteFull Time
6+ YOEBachelor's degree required, 6+ years UHNW client management experience, strong client service and communication skills, knowledge of asset allocation, trust/fiduciary principles; CFA/CFP/MBA a plus.
3w
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Sr. Relationship Manager (US)
Boston or Worcester
$149k-$240k/yr OnsiteFull Time
10+ YOEUndergraduate degree and 10+ years relevant experience in commercial banking; strong credit, financial analysis, negotiation, business development, and client relationship skills.
1w
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Relationship Management, VP
Quincy, Massachusetts, United States
$110k-$208k/yr OnsiteFull Time
15+ YOEBachelor's degree, 15+ years experience preferred, 3-5 years financial services relationship management/sales or client service, strong communication, client relationship and commercial negotiation skills, experience with SF360 CRM.
SF360 CRM
2mo
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Senior Client Service Manager
Westborough, Massachusetts, United States
$76k-$127k/yr HybridFull Time
5+ YOE1+ MgmtBachelor's degree with 5+ years of client service/claims management experience or HS/GED with 10+ years; P&C license; proficiency in Microsoft Office; strong relationship skills; adaptable; collaborative; supervisory experience preferred.
Microsoft Office
1mo
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Senior Relationship Manager
Morristown or Boston or Philadelphia or Charlotte
$119k-$238k/yr HybridFull Time
5+ YOE5+ years in client management or large-client sales; bachelor's degree; life/health license or able to obtain within 6 months; strong voluntary benefits knowledge; hybrid work experience.
17h
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Associate Customer Relationship Manager
Boston or Dublin or United States
$64k-$129k/yr HybridFull Time
2+ YOE2+ years client-facing experience, strong communication, negotiation, and relationship-building skills; proficient with Microsoft Word, Excel, and PowerPoint; bachelor’s degree preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2w
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Relationship Manager, Sr. Specialist - Direct Indexing
Malvern or Boston or Washington or Philadelphia
HybridFull Time
8+ YOE8+ years related experience (5 years in financial services and relationship management preferred). Undergraduate degree or equivalent; graduate degree preferred. Regulatory license/registration required. Strong communication and client-strategy skills.
3mo
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Client Manager, Commercial Risk - IAS Northeast
Kingston or Boston
$85k/yr HybridFull Time
4+ YOEManage client accounts, develop relationships with clients and carriers, analyze risk, maintain files, license requirements, 4+ years insurance experience.
Excel, AMS
4d
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Managing Director- 401K Relationship Manager
Smithfield or Westlake or Merrimack
OnsiteFull Time
3+ YOEAcquire Series 7 and 63 within months; 3+ years relationship management/client service experience preferred; defined contribution recordkeeping and plan administration experience; strong communication and problem-solving skills.
2mo
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Client Services Manager, Cramer Health
Norwood, Massachusetts, United States
OnsiteFull Time
Experience in managing client relationships; knowledge of multi-channel marketing; healthcare industry knowledge.
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