1,236 relationship manager jobs at 629 companies in Hatfield, PA
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Senior Relationship Manager
Cherry Hill, New Jersey, United States
$134k-$220k/yrOnsiteFull Time
WSFS BankNASDAQ: WSFS: Delaware-headquartered federal savings bank serving consumers and businesses through banking and wealth-management services.
6+ YOEBachelor’s degree in business, accounting, finance, or related field or equivalent experience; 6+ years of commercial banking relationship management; business development, credit structuring, financial analysis, and portfolio management expertise.
TD Bank USA, National Association: U.S. national bank issuing Target and Nordstrom-branded and private-label credit cards.
7+ YOEUndergraduate degree, 7+ years relevant experience, strong commercial lending and business development track record, credit and financial analysis skills, negotiation and relationship management expertise.
Cincinnati or Tempe or Saint Petersburg or Rochester or Allentown or Irving
$60k-$94k/yrHybridFull Time
PaychexNASDAQ: PAYX: Provider of integrated human capital management and payroll services.
5+ YOERequires 5 years in account management, sales, or high-level customer service with mid-market clients, including 2 years in account management and 1 year in leadership experience.
Rockefeller Global Family Office: Private wealth-management division serving high- and ultra-high-net-worth individuals, families, and family offices.
5+ YOERequires 5+ years in client service or relationship management within wealth management or financial services, a bachelor's degree, Series 7 and 66, and strong communication, organization, and Microsoft Office skills.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, eMoney, AI
Vanguard: Global investment management firm owned by its client funds.
3+ YOE3+ years managing a financial services book of business, with high-net-worth client relationship experience preferred; requires regulatory licensing or registration and a bachelor's degree or equivalent experience.
Customers Bank: Customers Bank is a privately owned U.S. commercial bank serving businesses, professionals, individuals, and families.
5+ YOEBachelor's degree and 5+ years real estate lending or commercial banking experience; strong credit analysis, loan structuring, underwriting, relationship management, and business development skills.
TriNetNYSE: TNET: Human resources solutions and PEO for small and medium-sized businesses.
8+ YOEDevelop and manage regional broker strategy; strong executive-level selling and relationship skills; typically 8+ years sales/account management; bachelor’s degree preferred; proficient in Microsoft Office Suite and Salesforce.
NEST Integrated Facilities Management: Private U.S. integrated facilities management provider serving multi-site organizations with maintenance, construction, technology, and operational support.
3+ YOEHigh school diploma or GED and 3+ years in client relationship management, account management, or operational leadership. Requires client service, financial metrics, KPI, reporting, CRM, and Microsoft Office skills; travel up to 10%.
City of Philadelphia: Municipal government serving Philadelphia residents through public safety, health, infrastructure, education, and other city services.
Requires IT service delivery, business relationship management, service catalogs, technology governance, low-code and CRM platform knowledge, executive communication, facilitation, and cross-functional coordination experience.
Quickbase, Microsoft Power Platform, Microsoft Power Apps, Microsoft Power Automate, Microsoft Power BI, Microsoft Power Pages, Copilot Studio, Salesforce, Microsoft Dynamics 365, Creatio, Airtable Enterprise, SmartSuite, Retool, Appian, Mendix, OutSystems, ServiceNow
Ephrata National BankOTCQX: ENBP: Independent FDIC-insured community bank serving individuals, farms, and small-to-medium-sized businesses in Pennsylvania and Maryland.
4+ YOEBachelor’s degree and 4–6 years of relevant experience required, including trust or wealth management experience with complex client relationships. Requires fiduciary, investment, regulatory, communication, and problem-solving skills.
alooola: Privately held SEC-registered wealth-management platform providing investment and financial planning for physicians and practices.
Experience selling to small/mid-size businesses and managing client relationships, retirement plan (401k) expertise preferred, consultative sales, CRM usage, able to travel ~20%, Series 65 preferred.
TriNetNYSE: TNET: Human resources solutions and PEO for small and medium-sized businesses.
8+ YOE8+ years sales/account relationship experience preferred, bachelor’s degree preferred, strong executive selling and relationship skills, proficient in Microsoft Office Suite and Salesforce, able to travel domestically ~50%.
Senior Relationship Manager - Annuities Distribution
Newark or Pennsylvania or Maine or Delaware or New Jersey or District of Columbia or Massachusetts or Connecticut or New York or Shelton or Fort Washington
HybridFull Time
Prudential FinancialNYSE: PRU: Global leader in financial services, insurance, and investment management.
Bachelor's degree in a related business field and extensive financial services experience in relationship management, distribution, sales, business development, or partner management; annuity or retirement product experience required.
Valley National BankNASDAQ: VLY: Regional bank providing commercial, retail, and wealth financial services.
3+ YOE3+ years lending/credit experience, business development and client acquisition skills, ability to structure and analyze commercial loans, proficient with Microsoft Word/Excel/Outlook and Salesforce/nCino, high school diploma and valid driver's license required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce, nCino
SEI InvestmentsNASDAQ: SEIC: Public U.S. financial technology, operations, and asset-management serving financial institutions, advisors, corporations, and wealthy families.
3+ YOERequires 3+ years in financial services client sales and service, a bachelor's degree, Series 65 or 66 license, consultative sales experience, financial technology knowledge, and strong communication and organizational skills.
Quaint Oak Bank: Pennsylvania-chartered community bank serving businesses and consumers with commercial, personal, mortgage, and related financial services.
Experienced branch leader with relation management, deposits growth, and regulatory knowledge; strong sales and customer service.
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yrOnsiteFull Time
BDO Digital, LLC: Professional services firm providing assurance, tax, and advisory services.
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
NEST Integrated Facilities Management: Private U.S. integrated facilities management provider serving multi-site organizations with maintenance, construction, technology, and operational support.
3+ YOEHigh school diploma/GED, 3+ years client relationship/account/operations experience, CRM and reporting tool proficiency, strong communication and financial/ KPI understanding.
Firstrust Bank: Bank is a private, family-owned commercial bank serving retail and business customers in the Philadelphia region.
5+ YOEDevelop and grow commercial client relationships (clients with $20M–$150M revenue); commercial lending, underwriting, and sales experience; 5+ years commercial lending required; bachelor's preferred; Microsoft Office proficiency; ability to travel locally and drive.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce