Ownership of client portfolio with focus on satisfaction, retention, growth, issue resolution, account planning, and cross-functional coordination; college degree preferred; proficiency with Microsoft 365 and CRM/ERP systems.
Microsoft 365, Outlook, Teams, Excel, PowerPoint, SharePoint, CRM, ERP
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
3+ YOERequires SIE, Series 6/7 and Series 63/66 licenses at hire, 3+ years banking or wealth experience, experience with affluent/HNW clients, Salesforce CRM proficiency, strong communication and regulatory knowledge.
CognizantNASDAQ: CTSH: Provides IT consulting and technology services to global enterprises.
15+ YOE15+ years in client-facing role or account leadership; US healthcare knowledge; strong relationship building; multi-portfolio management; MBA or bachelor's degree or equivalent.
TIAA: Provides retirement and financial services for academic and non-profit sectors.
2+ YOE2+ years experience; FINRA registrations (Series 7/63/65/66) and life & health insurance license required within 120 days; university degree preferred; strong communication and quantitative skills.
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.
6+ YOE6+ years in commercial banking or related roles; strong credit, relationship, and portfolio management skills; Bachelor's degree; proven ability to grow client relationships and meet sales goals.
Allied Universal: Global security and facility services provider protecting people and property.
2+ YOEManage client relationships and frontline security staff; drive operational and financial metrics; proficiency with Microsoft Office and BI tools; 2+ years management experience (minimum).
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEBachelor's degree typically required, 3+ years relevant experience, client acquisition and relationship management, financial analysis, credit risk assessment, decision making, and strong communication skills.
Plano or Brooklyn or Wilmington or Chicago or Tampa or Jersey City or Palo Alto
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOERelationship management experience, client strategy, strong communication and presentation skills; payments industry knowledge; ability to grow and retain client relationships.
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Client-facing role overseeing service delivery for wealth management teams; partners with advisors on practice management, client retention, and growth. Requires strong communication, problem-solving, leadership/mentoring, and CRM/workflow proficiency.
CRM systems, workflow management tools, timekeeping system
Advisory Director Client Relationship Executive - Outsourcing
Atlanta or Phoenix or Boston or Portland or Philadelphia or Pittsburgh or Southfield or San Diego or San Francisco or San Jose or Minneapolis or Columbia or Denver or Kansas City or St Louis or Austin or Dallas or Houston or Reno or Hartford or Salt Lake City or Charlotte or Arlington or Edison or Fort Lauderdale or Jacksonville or Orlando or Tampa or Melville or New York or Bellevue or Raleigh or Washington or Appleton or Milwaukee or Cincinnati or Cleveland or Wichita or Baltimore or Oklahoma City or Tulsa
$180k-$220k/yrOnsiteFull Time
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
10+ YOE10+ years sales experience with 5+ years selling professional services; proven new-business hunting, pipeline building, executive engagement, pricing/negotiation, and CRM discipline; bachelor’s required.
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
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.
2+ YOEBachelor's degree or equivalent experience, minimum 2 years relevant experience, strong customer service, communication, organizational and problem-solving skills, proficiency with computers and spreadsheet/word software.
Institutional Client Services Relationship Manager II - Wilmington Center
Wilmington, Delaware, United States
$68k-$114k/yrHybridFull Time
M&T BankNYSE: MTB: Provides retail, commercial, and institutional banking and trust services.
2+ YOEBachelor's degree or equivalent,minimum 2 years relevant experience,proficiency with personal computers,strong customer service,communication,organizational,and decision-making skills.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
1+ YOEFINRA Series 7 and 66 (or ability to acquire), 1+ years financial services experience, strong client service and planning skills, polished communication, compliance awareness.
Senior Relationship Manager Business Banking - Philadelphia, PA
Philadelphia, Pennsylvania, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
5+ YOESenior-level relationship manager for business banking; 5+ years in commercial lending, portfolio management, and sales; manages clients with $20-50M revenue; bachelor’s degree preferred.