14 client relationship manager jobs at 11 companies in Montpelier, VT
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Client Service Manager (Captives)
Colchester or Charleston
$63k-$134k/yrHybridFull Time
MarshNYSE: MRSH: Marsh Risk is a private global insurance broker and risk advisor serving businesses, governments, professional organizations, and individuals.
TD Bank USA, National Association: U.S. national bank issuing Target and Nordstrom-branded and private-label credit cards.
2+ YOEHigh school diploma or GED, 2+ years in sales, service, or relationship building, strong client communication and problem-solving skills, Microsoft Office proficiency, and ability to obtain NMLS registration.
0+ YOEHigh school education, customer service and relationship management skills, strong communication and problem-solving abilities, Microsoft Office proficiency, and CRM knowledge. Experience requirements vary by career level.
HNTB: Infrastructure design and construction management services firm.
12+ YOE4+ MgmtBachelor's in Engineering and 12 years relevant experience with 4 years managing engineering projects. Responsible for scope, budget, schedule, proposals, client relationships, leading teams (5–8). PE/PMP/AICP preferred; visa sponsorship available.
WTWNASDAQ: WTW: Global advisory, broking, and solutions.
6+ YOERequires a four-year accounting or finance degree or equivalent experience, CPA qualification, 6+ years of captive insurance experience, accounting and regulatory expertise, client relationship skills, and AI literacy.
South Burlington or Burlington or Plattsburgh or Montreal
$80k-$100k/yrOnsiteFull Time
Hearst Television: A diversified global media, information, and services.
Lead digital revenue strategy and execution, coach and mentor sales staff, develop client/agency relationships, respond to RFPs, and use industry tools (WideOrbit, Kantar, One Domain/WO Media Office). Valid driver’s license required.
WTWNASDAQ: WTW: Global advisory, broking, and solutions.
6+ YOEFour-year degree in accounting, finance, or related area, or CPA qualification; 6+ years of captive insurance experience; expertise in captive accounting, insurance products, problem resolution, compliance, client relationships, and AI literacy.
Genuine Foods: National purpose-driven food service serving scratch-made meals to schools, colleges, senior living communities, and specialty venues.
2+ YOEMinimum 2 years progressive K-12 or food service experience, leadership and P&L exposure, client relationship skills, Microsoft Suite proficiency, strong communication and organizational skills.
Ledyard Wealth ManagementOTC Markets: LFGP: Community bank serving New England families and businesses with personal, commercial, mortgage, private-banking, and wealth-management services.
10+ YOE10+ years financial services experience; expertise in wealth management, trust/fiduciary/advisory services; strong client service, relationship management, and strategic planning skills.
TIAA: Financial services and retirement solutions for academic and research professionals.
5+ YOE5+ years managing a book of business with affluent clients; FINRA registrations (Series 7/63/65/66) and life & health insurance license required; CFP or CFA preferred; university degree preferred; strong communication and client relationship skills.
Atlanta or Raleigh or Charlotte or Chicago or Cincinnati or Cleveland or Columbia or Columbus or Dallas or Baltimore or Portland or Rochester or Rosemont or Sacramento or Boston or St. Louis or Salt Lake City or San Antonio or San Diego or San Francisco or Silicon Valley or Seattle or Spartanburg or Albany or Stamford or Tampa or Toledo or Austin or Tulsa or Washington or Denver or Des Moines or Detroit or Buffalo or Florham Park or Fort Worth or Greensboro or Hartford or Houston or Grand Rapids or Indianapolis or Irvine or Jacksonville or Kansas City or Las Vegas or Little Rock or Los Angeles or Louisville or Birmingham or Miami or Milwaukee or Minneapolis or Montpelier or Nashville or New Orleans or New York or Oklahoma City or Philadelphia or Phoenix or Pittsburgh or Portland
$155k-$410k/yrOnsiteFull Time
PwC: Global professional services network providing audit, tax, and consulting services.
8+ YOEBachelor's degree and 8+ years of Salesforce, consulting, and leadership experience; strong client relationship and business development skills.
TIAA: Financial services and retirement solutions for academic and research professionals.
5+ YOE5+ years managing a book of business or affluent client relationships; obtain FINRA registrations within 120 days; life & health insurance license required; CFP or CFA preferred; university degree preferred.
New York City or Raleigh or Charlotte or Chicago or Cincinnati or Cleveland or Columbia or Columbus or Dallas or Baltimore or Richmond or Rochester or Rosemont or Sacramento or Boston or St. Louis or Salt Lake City or San Antonio or San Diego or San Francisco or San Jose or Spartanburg or Albany or Stamford or Tampa or Atlanta or Toledo or Austin or Tulsa or Washington or Denver or Des Moines or Detroit or Buffalo or Florham Park or Fort Worth or Greensboro or Hartford or Houston or Grand Rapids or Indianapolis or Irvine or Kansas City or Las Vegas or Little Rock or Los Angeles or Louisville or Birmingham or Fayetteville or Melville or Miami or Milwaukee or Minneapolis or Montpelier or Nashville or New Orleans or United States or Oklahoma City or Orlando or Philadelphia or Phoenix or Pittsburgh or Portland
$150k-$438k/yrHybridFull Time
PwC: Global professional services network providing audit, tax, and consulting services.
8+ YOEBachelor's degree, 8+ years of experience, CPA or bar membership (or equivalent tax/technology/finance credential); demonstrated strategic leadership, business development, and client relationship experience.