271 client relationship manager jobs at 172 companies in Lockport, NY
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Relationship Manager, Client Experience
Toronto, Ontario, Canada
$98k-$148k/yrOnsiteFull Time
CIBC Mellon: Provides asset servicing and custody to institutional investors.
5+ YOERequires 5 years of industry experience, preferably in client service or sales, plus asset servicing technology and client operations knowledge, communication, analytical, relationship management, and negotiation skills.
Waterloo or Toronto or Montreal or Calgary or Vancouver
$80k-$128k/yrHybridFull Time
Sun LifeNYSE: SLF: Provides insurance, wealth, and asset management solutions globally.
8+ YOEUniversity degree or equivalent experience; 8–10 years in financial services, preferably group retirement; management, compliance, client relationship, coaching, negotiation, communication, and operational expertise required.
ManulifeTSX / NYSE: MFC: International financial services and insurance provider.
Experience in the Canadian pension industry; knowledge of group retirement and savings plans; understanding of pension and investment regulations; degree preferred; RPA designation required or obtainable within three years.
Futu HoldingsNASDAQ: FUTU: Online brokerage and wealth management platform for global investors.
5+ YOECSC and CPH required; 5+ years in brokerage/wealth management or related roles; experience with high-net-worth clients, investment products and brokerage platforms; CRM and Microsoft Excel proficiency; full professional fluency in English and Mandarin.
Waterloo or Toronto or Montreal or Calgary or Vancouver
$80k-$128k/yrHybridFull Time
Sun LifeToronto Stock Exchange: SLF: Provides insurance, retirement, and asset management services globally.
8+ YOEUniversity degree or equivalent experience, 8–10 years in financial services and group retirement services, management experience, compliance knowledge, and strong client relationship, communication, and team leadership skills.
Bachelor's degree, excellent communication, relationship-building, organizational, time-management, and independent problem-solving skills; proficiency with Salesforce, Microsoft Word, and Excel.
Salesforce, Microsoft Word, Microsoft Excel, NetRep, Dataphile, NetX360
Client Relationship Manager, Partnerships & Affinity Markets – Special Markets
Vancouver or Toronto
$58k-$108k/yrHybridFull Time
iA Financial GroupToronto Stock Exchange: IAG: Provides insurance and wealth management products to individuals and businesses.
5+ YOE5+ years in group benefits, insurance, affinity markets, partnerships, client relationship management, financial services, or related fields; post-secondary business education; strong communication, negotiation, analytical, and stakeholder skills.
TELUS HealthToronto Stock Exchange: T: Digital health and wellbeing solutions for individuals and organizations.
7+ YOEBachelor’s degree or equivalent experience, 7–10 years of strategic client management, 5–7+ years in benefits program delivery, leadership, project management, contract negotiation, sales, and Canadian travel.
Purpose Unlimited: Independent financial services platform for investors and advisors
5+ YOE5+ years client-facing relationship experience in financial services, advisor business knowledge, strong communication and influence skills, bachelor's or equivalent, curiosity about AI; industry licenses/designations are an asset.
Wellington Management: Investment management and research services for global institutional clients.
10+ YOE10+ years investment industry experience; client relationship management in Canada; strong communication, presentation and portfolio analysis skills; Canadian Securities Course (or willingness), CFA/CAIA preferred; ability to travel.
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/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
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.
Wellington Management: Manages investment portfolios and provides financial research for institutions.
10+ YOE10+ years in institutional investment industry focused on Canadian clients; strong client relationship, presentation, and portfolio analysis skills; CSC or willingness to obtain; CFA/CAIA preferred; ability to travel.
Toronto or Peel Region County or Waterloo Region County
$131k-$160k/yrHybridFull Time
Mott MacDonald: Global engineering and management consultancy for infrastructure and development.
10+ YOE10+ years infrastructure experience, direct experience with Region of Peel and/or Region of Waterloo required; strong project management, client relationship, and business development skills in transit/heavy civil/municipal sectors.
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
1+ YOEKnowledge of SBA products and small business banking, 1+ year financial services experience or equivalent, ability to develop client relationships and meet sales goals, familiarity with credit underwriting and compliance.
The BrickToronto Stock Exchange: LNF: Canadian retailer of furniture, mattresses, appliances, and electronics.
Requires 3+ years in insurance account management or client service, strong communication, negotiation and relationship skills, post-secondary business education or equivalent, driver's license and vehicle access.
Loblaw CompaniesToronto Stock Exchange: L: Operates grocery, pharmacy, and retail stores across Canada.
4+ YOERequires 4+ years of digital sales experience, CPG and retail knowledge, CRM experience, strong communication and presentation skills, client relationship building, and a record of achieving sales targets.
Trans Global Service: Provides installation, repair, and assembly services for appliances.
3+ YOERequires 3+ years in insurance account management or client service, strong communication and negotiation skills, post-secondary business education or equivalent, driver's license, and vehicle access.