306 relationship manager jobs at 175 companies in Westfield, MA
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Sr. Relationship Manager (US)
Hartford, Connecticut, United States
$149k-$223k/yrOnsiteFull Time
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.
1+ YOEBachelor's degree preferred,1+ years relevant experience,excellent communication,organizational and analytical skills; proficiency with Microsoft Office,Salesforce,Tamarac,Envestnet Trading preferred.
Microsoft Office, Salesforce, Tamarac, Envestnet Trading, CRM
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOERequires 1+ year of business banking relationship management or business lending experience, business credit knowledge, strong communication, risk judgment, and proficiency in Outlook, Excel, Word, and PowerPoint.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
New York City or Chatham or Hudson or New York City
$100k-$200k/yrOnsiteFull Time
HSBCLondon Stock Exchange: HSBA: Global banking and financial services provider.
Requires FINRA Series 7 and 66, or Series 63 and 65, plus life and health insurance licenses or willingness to obtain them; meaningful financial sales and wealth planning experience required.
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.
MassMutual: Sells life insurance, retirement plans, and investment services.
7+ YOE3+ Mgmt7+ years in investment management or governance, 3+ years supporting governance programs, bachelor’s degree required; experience coordinating cross-functional initiatives and influencing senior stakeholders.
DT Field Business Relationship Manager (BRM) - Americas
Farmington, Connecticut, United States
$170k-$190k/yrHybridFull Time
OtisNYSE: OTIS: Manufacturer and service provider of elevators and escalators.
15+ YOEBachelor’s degree or equivalent practical experience; 15+ years of field technology experience; strong relationship-building, problem-solving, communication, collaboration, prioritization, and business acumen skills.
Hartford or Ohio or Georgia or Vermont or West Virginia or Maryland or Massachusetts or South Carolina or Michigan or Maine or New York or Virginia or District of Columbia or North Carolina or Florida or Indiana or Pennsylvania or New Jersey or New Hampshire or Rhode Island or Delaware or Kentucky or Tennessee
$100k-$232k/yrHybridFull Time
CVS HealthNYSE: CVS: Provides retail pharmacy, health insurance, and pharmacy benefit management services.
10+ YOE10+ years leading complex operations, program or relationship management; experience driving governance, escalations, financial risk mitigation, carrier/vendor management, and executive reporting.
Alera Group: National firm providing insurance brokerage and financial services.
Experience in appointment scheduling, inside sales, or client relationship management; strong communication, organization, follow-through, and independent work skills. Salesforce, Microsoft Office, and financial services experience preferred.
Sr. Relationship Manager, Global Commercial Banking - Healthcare, Education, Not-for-Profit (Stamford, New Haven, Hartford)
Hartford or Stamford
$120k-$235k/yrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
10+ YOE10+ years commercial lending/relationship management experience; ability to manage Healthcare, Education & Not-for-Profit portfolios; strong credit and financial modeling skills; sales and leadership experience; obtain SIE, Series 7 & 63 within 180 days; travel up to 30%.
4+ YOEBachelor's degree or 4+ years banking/sales experience, strong credit analysis, cash management and merchant services knowledge, PC/software literacy, and strong interpersonal and presentation skills.
New York City or Hartford or Edison or Melville or Boston
$185k-$278k/yrHybridFull Time
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
10+ YOE10+ years in business development or Audit/Tax sales with C-suite relationship experience; strong commercial acumen, pursuit leadership, negotiation, and presentation skills; Bachelor’s degree or equivalent experience required; travel up to 10%.
2+ YOEHigh school diploma, 2+ years banking or customer service experience preferred, knowledge of consumer and small business lending, Decision Pro, ability to analyze credit, strong sales and communication skills, ability to obtain NMLS certification.
Strategic Relationship Leader, Construction, Commercial Insurance, West Region
San Francisco or Dallas or Denver or Irvine or Los Angeles or Phoenix or Rocky Hill or Sacramento or Scottsdale or Seattle or Walnut Creek or Woodland Hills or Oakland
$152k-$250k/yrHybridFull Time
Zurich Insurance GroupSIX Swiss Exchange: ZURN: Global provider of general and life insurance products.
8+ YOERequires a bachelor's degree and 8+ years or high school diploma and 10+ years in relationship management, plus commercial insurance construction experience and success growing external customer relationships.
San Francisco or Raleigh or Charlotte or Chicago or Jacksonville or Cincinnati or Columbia or Kansas City or Dallas or Los Angeles or Boston or San Jose or Seattle or Tampa or Atlanta or Austin or Washington or Miami or Denver or Detroit or Nashville or Buffalo or Florham Park or New York or Orlando or Philadelphia or Pittsburgh or Hartford or Portland or Houston
$123k-$424k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEBachelor's degree, at least 8 years in the cyber industry with proven demand generation and sales success, executive relationship-building, strategic go-to-market and sales planning experience.
San Francisco or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$139k-$370k/yrRemoteFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
10+ YOE10+ years marketing experience, including 3+ years in account-based or client relationship marketing, with strong commercial, communication, project management, full-funnel, and client engagement skills.
CBRENYSE: CBRE: Provides global commercial real estate services and investment management.
5+ YOEBachelor's degree, 5+ years related experience, US work authorization without sponsorship, strong project management skills, Microsoft Project and Office proficiency, ability to manage multiple projects and client relationships.
Microsoft Office, Microsoft Project, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Teams