1,038 relationship manager jobs at 603 companies in Everett, MA

1mo
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Relationship Manager
Boston, Massachusetts, United States
$78k-$90k/yr HybridFull Time
Flywire
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%.
Salesforce, CRM
1d
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Relationship Manager
Salem, New Hampshire, United States
$55k-$70k/yr OnsiteFull Time
Team Select Home Care
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
2mo
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Commercial Relationship Manager
Leominster, Massachusetts, United States
$100k-$140k/yr OnsiteFull Time
Mutual Bancorp
Mutual Bancorp: A mutual holding operating regional community banks.
5+ YOEManages commercial lending and deposit opportunities; underwrites loans; manages credit; develops business relationships; leads teams as needed.
LaserPro, Argo, Synergy, SBA Documentation
21h
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Relationship Manager (Waltham, MA)
Boston, Massachusetts, United States
$60k-$70k/yr HybridFull Time
Mercer Advisors
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.
CRM
2mo
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Commercial Relationship Manager
Leominster, Massachusetts, United States
$100k-$140k/yr OnsiteFull Time
Fidelity Bank
Fidelity Bank: Community bank providing personal, business, and commercial financial services
5+ YOEDevelop and manage commercial lending relationships; underwrite loans; monitor credit risk; drive business development.
Argo loan documentation, LaserPro loan documentation, Sybnergy filing, SBA documentation, Environmental regulation databases
1w
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Relationship Manager
Canton or Edison or Jersey City
$90k-$100k/yr HybridFull Time
Computershare
ComputershareASX: CPU: Global provider of financial administration and shareholder management services.
3+ YOEBachelor's degree, minimum 3 years client services experience (alternative investments preferred), strong client management, communication, and technical aptitude; ability to travel ~5%.
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Relationship Manager
Stratham, New Hampshire, United States
$65k-$80k/yr HybridFull Time
Compass Retirement Consulting Group
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
2mo
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Custodian Relationship Manager
Wakefield, Massachusetts, United States
$110k-$140k/yr HybridFull Time
Vestmark
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.
SFTP, FIX, APIs, Custodian APIs, Advisor Platform
3w
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Client Relationship Manager
Boston or Connecticut
$109k-$136k/yr HybridFull Time
Voya Financial
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.
1w
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SVB - Relationship Manager I, Innovation Banking
Boston, Massachusetts, United States
$125k-$182k/yr HybridFull Time
First Citizens Bank
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.
3w
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Sr. Relationship Manager (US)
Boston or Worcester
$149k-$240k/yr OnsiteFull Time
TD Bank
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.
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Pharmacy Relationship Manager
Boston, Massachusetts, United States
FieldContract
America's Pharmacy Group
America's Pharmacy Group: Providing free prescription savings cards to reduce medication costs.
Proven sales skills and interpersonal communication; pharmaceutical/medical sales experience preferred; ability to work independently, build relationships, and visit medical professionals; reliable transportation required.
1mo
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Relationship Manager I
Boston, Massachusetts, United States
$85k-$130k/yr OnsiteFull Time
Brown Brothers Harriman
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.
3w
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Hospital Relationship Manager
Philadelphia or Boston
$90k-$110k/yr FieldFull Time
Abby Care
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.
CRM
1mo
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Relationship Management, MD
Boston or Princeton
$170k-$268k/yr OnsiteFull Time
State Street
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.
SF360 CRM
2w
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Relationship Manager, Sr. Specialist - Direct Indexing
Malvern or Boston or Washington or Philadelphia
HybridFull Time
Vanguard
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.
3w
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Relationship Manager II
Redwood City or Charlotte or Boston
$134k-$212k/yr OnsiteFull Time
TIAA
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.
1d
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Associate Customer Relationship Manager
Boston or Dublin or United States
$64k-$129k/yr HybridFull Time
TriNet
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
4d
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Managing Director- 401K Relationship Manager
Smithfield or Westlake or Merrimack
OnsiteFull Time
Fidelity Investments
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.
2w
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Business Relationship Manager I - Officer
Brockton, Massachusetts, United States
$71k-$110k/yr OnsiteFull Time
JPMorgan Chase
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