1,038 relationship manager jobs at 603 companies in Everett, MA
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Relationship Manager
Boston, Massachusetts, United States
$78k-$90k/yrHybridFull Time
FlywireNASDAQ: FLYW: Platform for processing complex global payments across specialized industries.
3+ YOE3+ years relationship/account management experience, Bachelor’s degree, strong commercial and communication skills, experience with renewals/negotiations, data-driven approach, Salesforce/CRM familiarity, willingness to travel ~25%.
Team Select Home Care: Specialized in-home nursing and care for medically complex patients.
1+ MgmtManage caseloads, staffing, recruiting, scheduling, payroll verification, referrals, and insurance eligibility; high school diploma required, bachelor’s in business preferred; 1 year management experience in healthcare.
Microsoft Outlook, Microsoft Excel, Microsoft Word
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Experience in wealth management service delivery, client relationship management, leadership/mentoring, CRM proficiency, strong communication and problem-solving skills.
Compass Retirement Consulting Group: Provides retirement plan administration and actuarial consulting services.
3+ YOE3+ years retirement plan industry experience, strong verbal/written communication, retirement plan and recordkeeping knowledge, ability to manage a book of plans, proficiency with Pension Pro and Datair, Microsoft Outlook/Excel; bachelor\u0002s preferred; ASPPA RFP course completion within one year.
Datair, Pension Pro, Microsoft Outlook, Microsoft Excel, Microsoft Office
Vestmark: Provides wealth management technology for financial advisors and institutions.
5+ YOE5–7 years in relationship/partner management within financial services or fintech; strong custodial operations experience; driver for cross-functional collaboration.
Voya FinancialNYSE: VOYA: Provides retirement, investment, and insurance products and services.
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.
First Citizens BankNasdaq: FCNCA: Provides full-service consumer, commercial, and wealth management banking.
2+ YOEBachelor's or equivalent experience with commercial banking/credit underwriting or relationship management; 2+ years (or HS+6yrs) experience, strong credit acumen, relationship management, negotiation and sector knowledge in technology/venture-backed companies.
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.
Proven sales skills and interpersonal communication; pharmaceutical/medical sales experience preferred; ability to work independently, build relationships, and visit medical professionals; reliable transportation required.
Brown Brothers Harriman: Providing global investment management, custody, and private banking services.
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.
Abby Care: Trains and pays family members to provide home care.
4+ YOE4+ years hospital or healthcare experience; embedded floor experience; proven relationship-building with discharge planners, social workers, and nursing staff; CRM usage and metrics-driven referral generation.
State StreetNYSE: STT: Provides investment servicing and management to institutional investors.
Bachelor's degree or equivalent (advanced degree preferred); proven relationship management and client service skills with preference for extensive experience in financial services and the insurance segment.
Relationship Manager, Sr. Specialist - Direct Indexing
Malvern or Boston or Washington or Philadelphia
HybridFull Time
Vanguard: Provides mutual funds, ETFs, and investment management services.
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.
TIAA: Provides retirement and financial services for academic and non-profit sectors.
5+ YOE5+ years charitable gift planning experience required; university degree preferred; strong written/verbal communication, content creation and public speaking; EMR not mentioned; sedentary work.
TriNetNYSE: TNET: Manages HR, payroll, and employee benefits for small businesses.
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
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
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.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOE1+ year business banking relationship or related lending experience; knowledge of business credit and products; strong communication; risk management; proficiency with Microsoft Office (Outlook, Excel, Word, PowerPoint).
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint