87 client relationship manager jobs at 46 companies in Ware, MA
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Private Client Relationship Manager
Franklin or Milford or Massachusetts
$83k-$104k/yrOnsiteFull Time
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
3+ YOERequires SIE, Series 6/7 and Series 63/66 at hire, 3+ years banking/wealth experience working with affluent clients, regulatory knowledge, strong communication, and Salesforce CRM familiarity. Bachelor's degree preferred.
New York City or Hartford or Edison or Melville or Boston
$185k-$278k/yrHybridFull Time
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
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%.
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/yrRemoteFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
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.
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.
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
10+ YOEUndergraduate degree and 10+ years relevant experience in commercial banking; strong credit, financial analysis, negotiation, business development, and client relationship skills.
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/yrHybridFull Time
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
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)
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
1+ YOEFINRA Series 7 & 66 (or ability to acquire Series 66), 1+ years in financial services (1–3 preferred), planning and financial product knowledge, strong client communication and compliance awareness.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Engage clients in branch, educate on self-service transactions, manage cash accurately, build client relationships, and meet financial needs; high school diploma and strong communication required.
Edison or Pennington or Meadowbrook or Weatogue or Trenton or Hoboken or Jersey City or Bayonne or Paramus or Bordentown or Williamsville or Hopatcong or Neptune City or Holmdel or Manahawkin or Belle Mead or Hackensack or Old Bridge or Perth Amboy or Brick or North Bergen or Red Bank
$155k-$175k/yrFieldFull Time
SodexoEuronext Paris: SW: Global provider of integrated food and facilities management services.
7+ YOE7+ MgmtBachelor's degree or equivalent experience, 7 years of management and related experience, strategic and financial acumen, client relationship skills, team leadership, data analysis, safety, compliance, and continuous improvement expertise.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Engage clients in branch to educate on self-service, process transactions, manage cash, follow risk and regulatory procedures, and identify client financial needs.
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
7+ YOE3+ MgmtBachelor's in accounting (or equivalent), 7+ years' experience with 3+ years management preferred; Big 4 experience preferred; fund accounting, NAV, GAAP/IFRS analysis, client relationship and team leadership skills.
Business Development Client Executive, Insurance Retail Vertical
Hartford or United States
$98k-$166k/yrRemoteFull Time
ReSource Pro: Operational and technology services for the insurance industry.
5+ YOE5+ years insurance and business development experience, bachelor's degree, proven sales success, strong communication and presentation skills, ability to manage C-level relationships and travel frequently.
J.P. Morgan Wealth Management – Private Client Advisor – Wayland, MA
Wayland, Massachusetts, United States
$48k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOEMinimum 2 years financial advisor or equivalent experience; active Series 7 and Series 66 (or obtain within 60 days); life, health & long-term care insurance license (or obtain within 60 days); CFP preferred; bachelor’s degree preferred; strong client acquisition and relationship skills.
JLLNYSE: JLL: Global commercial real estate and investment management services.
5+ YOEBachelor's degree and 5–7 years of progressive property management experience required, with commercial or multifamily portfolio, financial management, budgeting, P&L, leadership, and client relationship expertise.
Hilb Group: Provides insurance brokerage and employee benefits advisory services.
Manage a dedicated book of commercial lines business; respond to client inquiries; process policy changes and renewals; build client relationships; review coverage; identify cross-sell opportunities.
Microsoft Word, Microsoft Excel, Adobe Acrobat Pro, Internet Explorer
New York City or Union or Windsor or Braintree or Jacksonville
$70k-$140k/yrHybridFull Time
SS&C TechnologiesNasdaq: SSNC: Provides software and technology for financial and healthcare sectors.
6+ YOE2+ MgmtBachelor's in finance/business, 6+ years investor services experience with ≥2 years leadership, strong client relationship, project management, fund structure and regulatory (AML/KYC, FATCA, CRS) knowledge, excellent communication.
Microsoft Office Suite, Microsoft Excel, investor relations software
Strategic Account Manager - CVS Media Exchange(CMX)
Wellesley or Boston or New York or Woonsocket or Blue Bell or Chicago
$66k-$152k/yrHybridFull Time
CVS HealthNYSE: CVS: Provides retail pharmacy, health insurance, and pharmacy benefit management services.
4+ YOE4+ years in account management, media planning, digital marketing, or retail media; Bachelor’s degree or equivalent; strong client relationship, upselling, analytical, and communication skills; experience with Salesforce and campaign management.
Trane TechnologiesNYSE: TT: Global provider of heating, ventilation, and air conditioning solutions.
2+ YOEBachelor's degree or equivalent experience and 2+ years in consultative selling or customer success. Requires client relationship management, communication, presentation, organization, and business and technical value communication skills.