620 relationship manager jobs at 331 companies in New Haven, CT
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Relationship Manager
New York City or White Plains
$75k-$125k/yrOnsiteFull Time
ICE Data ServicesNYSE: ICE: Financial market-data and analytics provider serving financial institutions, asset managers, traders, and other market participants.
5+ YOEBachelor's degree, 5+ years in financial services including 3+ years in account relationships, strong communication, client advocacy, project coordination, industry knowledge, and willingness to travel.
FlagstarNYSE: FLG: Provides personal banking, mortgage lending, and commercial financial services.
2+ YOEHigh school diploma or equivalent and 2+ years of commercial banking experience required. Requires financial products, compliance, KYC/AML, relationship management, customer service, and independent decision-making skills.
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
10+ YOEUndergraduate degree and 10+ years relevant experience; expertise in commercial credit, business development, financial analysis, negotiation, and relationship management.
Ion Bank: Provides community-based personal and commercial banking and investment services.
3+ YOE3+ Mgmt3+ years retail banking experience with supervisory/management experience, proven sales performance, NMLS registration required, working knowledge of BSA/OFAC/Patriot Act, strong leadership and customer service skills.
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
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.
Trivium Point Advisory: Registered investment advisor and tax services firm serving executives, business owners, and families.
0+ YOEBachelor's degree in finance, economics, or related field; up to 2 years of financial services experience preferred, though graduates are considered. Requires analytical, problem-solving, organizational, and communication skills.
E-Money, Orion, Schwab, Salesforce, Microsoft Excel
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 USA: Provides accounting, tax, and business advisory services to organizations.
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
New York City or Jersey City or Hoboken or Westchester County or Stamford
$82k-$92k/yrOnsiteFull Time
Honest Networks: New York-based private ISP delivering affordable gigabit fiber internet to residential communities and commercial properties.
1+ YOE1-2 years customer-facing experience, ability to cover NYC tri-state territory via mass transit, event planning and execution, relationship building, sales and negotiation skills.
Greenwich or New York City or Chicago or United States or Canada or Europe or Asia
$100k-$150k/yrOnsiteFull Time
Cumberland: Global proprietary trading firm investing across diverse asset classes.
2+ YOE2+ years in institutional client coverage, sales, or relationship management; familiarity with electronic trading, FIX/API; Python and Java proficiency; Git, SQL, Linux familiarity; strong communication and presentation skills.
FIX, API, Python, Java, Git, SQL, Linux, Microsoft PowerPoint
Hudson Valley Credit Union: Member-owned nonprofit credit union providing banking, lending, insurance, and wealth-management services to Hudson Valley communities.
High school diploma or equivalent required. Requires SIE, NMLS registration, NYS notary public license within 12 months, and Series 7 and 66 certification or ability to pass within 120 days. FINRA screening required.
Melville or Bridgehampton or Jersey City or Summit
$85k-$115k/yrHybridFull Time
EPIC Insurance Brokers & Consultants: Independent U.S. specialty insurance brokerage and risk advisory firm serving businesses, organizations, and private clients.
5+ YOEP&C insurance license, HS/GED, 5+ years client management, MS Office/Outlook proficiency, Sagitta and ImageRight preferred, strong communication and organizational skills, confidentiality and E&O avoidance.
Microsoft Office, Microsoft Outlook, Sagitta, ImageRight
Business Relationship Manager Senior Deepening - Vice President
West Harrison, New York, United States
$124k-$188k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
5+ YOE5+ years business banking relationship management or related lending experience; strong deposit, cash management and commercial credit knowledge; relationship-building, communication, organizational and risk-management skills.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Capital OneNYSE: COF: Financial services offering credit cards, banking, and loans.
5+ YOEBachelor’s degree or military experience and 5+ years in commercial real estate lending required. Preferred: finance/economics degree, 6+ years, origination experience, Argus, Excel or Google Sheets proficiency.
Salesforce.com, Argus, Microsoft Excel, Google Sheets
Capital OneNYSE: COF: A technology-driven bank providing diverse financial services.
5+ YOEBachelor's degree or military experience and at least 5 years in commercial real estate lending. Finance or economics degree, Argus, Microsoft Excel, Google Sheets, and 6+ years are preferred.
Salesforce.com, Argus, Microsoft Excel, Google Sheets
TIAA: Financial services and retirement solutions for academic and research professionals.
2+ YOE2+ years experience required (3+ preferred); university degree preferred; obtain FINRA Series registrations and life & health license within 120 days; strong client relationship, communication, and quantitative skills.
Capital OneNYSE: COF: A technology-driven bank providing diverse financial services.
2+ YOEHigh school diploma, GED, or equivalent certification required. Preferred: associate degree and 2+ years of sales or customer service experience. Strong communication, multitasking, typing, and problem-solving skills.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
3+ YOEUniversity degree in Business/Economics, minimum 3 years in account management/client services or sales, SIE and FINRA Series 7 & 63 required, strong communication, Excel/Word and web/email competency, ability to travel up to 25%.
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.
5+ YOEBachelor’s degree or 3–5 years relevant experience, plus 5+ years of experience. Requires credit analysis, financial statement and tax return analysis, business banking product knowledge, sales, negotiation, and presentation skills.