727 relationship manager jobs at 435 companies in Lockport, NY
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Relationship Manager - Canada
Toronto or Boston
$120k-$225k/yrHybridFull Time
Wellington Management: Investment management and research services for global institutional clients.
10+ YOE10+ years investment industry experience; client relationship management in Canada; strong communication, presentation and portfolio analysis skills; Canadian Securities Course (or willingness), CFA/CAIA preferred; ability to travel.
Wellington Management: Manages investment portfolios and provides financial research for institutions.
10+ YOE10+ years in institutional investment industry focused on Canadian clients; strong client relationship, presentation, and portfolio analysis skills; CSC or willingness to obtain; CFA/CAIA preferred; ability to travel.
CIBC Mellon: Provides asset servicing and custody to institutional investors.
5+ YOERequires 5 years of industry experience, preferably in client service or sales, plus asset servicing technology and client operations knowledge, communication, analytical, relationship management, and negotiation skills.
Manning & Napier: Provides investment management and wealth advisory services.
3+ YOEBachelor’s degree preferred in finance, business, economics, or pre-law; 3+ years related financial-services experience preferred; Series 7 and 66 required or targeted within the first year.
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
7+ YOE7+ years in relationship, account, or portfolio management in corporate or segmented banking with sales metrics; bachelor's degree required, preferably in business, finance, or accounting.
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
1+ YOEKnowledge of SBA products and small business banking, 1+ year financial services experience or equivalent, ability to develop client relationships and meet sales goals, familiarity with credit underwriting and compliance.
The BrickToronto Stock Exchange: LNF: Canadian retailer of furniture, mattresses, appliances, and electronics.
Requires 3+ years in insurance account management or client service, strong communication, negotiation and relationship skills, post-secondary business education or equivalent, driver's license and vehicle access.
Northwest BankNASDAQ: NWBI: Provides retail and commercial banking and financial services.
FINRA SIE/Series 6 and 63 and state life & health insurance required (or pursued). Preferred 2–6 years customer service, sales, administrative, or banking experience; supervisory experience and familiarity with teller/lending systems and Microsoft Office.
Microsoft Office, CRM, Teller, Platform, Lend Systems
Purpose Unlimited: Independent financial services platform for investors and advisors
5+ YOE5+ years client-facing relationship experience in financial services, advisor business knowledge, strong communication and influence skills, bachelor's or equivalent, curiosity about AI; industry licenses/designations are an asset.
CIBCToronto Stock Exchange: CM: Provides personal, commercial, and investment banking and wealth management.
2+ YOERequires 2+ years in business or commercial banking, strong knowledge of credit, cash management, business cash flow and financial analysis, a local business network, and a business, finance, accounting, or related undergraduate degree or diploma.
Waterloo or Toronto or Montreal or Calgary or Vancouver
$80k-$128k/yrHybridFull Time
Sun LifeNYSE: SLF: Provides insurance, wealth, and asset management solutions globally.
8+ YOEUniversity degree or equivalent experience; 8–10 years in financial services, preferably group retirement; management, compliance, client relationship, coaching, negotiation, communication, and operational expertise required.
ManulifeTSX / NYSE: MFC: International financial services and insurance provider.
Experience in the Canadian pension industry; knowledge of group retirement and savings plans; understanding of pension and investment regulations; degree preferred; RPA designation required or obtainable within three years.
Trans Global Service: Provides installation, repair, and assembly services for appliances.
3+ YOERequires 3+ years in insurance account management or client service, strong communication and negotiation skills, post-secondary business education or equivalent, driver's license, and vehicle access.
International Financial Data Services: Provides record-keeping and outsourcing for the financial services industry.
10+ YOE10+ years in transfer agency or related financial services in sales/client-facing roles; strong business development and account management; consultative selling; MS Office and IFDS applications knowledge; flexible to travel; bilingual preferred.
iFast, IFWP, Microsoft Excel, Microsoft Visio, Microsoft Word, Microsoft PowerPoint, CRM
Waterloo or Toronto or Montreal or Calgary or Vancouver
$80k-$128k/yrHybridFull Time
Sun LifeToronto Stock Exchange: SLF: Provides insurance, retirement, and asset management services globally.
8+ YOEUniversity degree or equivalent experience, 8–10 years in financial services and group retirement services, management experience, compliance knowledge, and strong client relationship, communication, and team leadership skills.
Sr. Relationship Manager - Global Commercial Banking/Middle Market Banking (Buffalo)
Buffalo, New York, United States
$140k-$235k/yrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
10+ YOE10+ years commercial lending or relationship management, strong corporate finance and financial modeling, formal credit training, ability to prospect and close deals, obtain SIE/Series 7/63 within 180 days.
Sr. Relationship Manager - Global Commercial Banking/Middle Market Banking (Buffalo)
Buffalo, New York, United States
$140k-$235k/yrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
10+ YOE10+ years commercial lending/relationship management, strong corporate finance and credit skills, financial modeling and formal credit training required, must obtain SIE, Series 7 & 63 within 180 days.
Mississauga or Toronto or Markham or Waterloo or Whitby or Canada
$140k-$190k/yrOnsiteFull Time
GHD: Global professional services firm specializing in engineering and architecture.
10+ YOEP.Eng. or PMP preferred, 10+ years delivering municipal infrastructure, experience with Region of Peel, ability to travel in the GTHA, strong client relationship and business development skills.