710 senior relationship manager jobs at 391 companies in Boston, MA
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Senior Relationship Manager
Morristown or Boston or Philadelphia or Charlotte
$119k-$238k/yrHybridFull Time
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
5+ YOE5+ years in client management or large-client sales; bachelor's degree; life/health license or able to obtain within 6 months; strong voluntary benefits knowledge; hybrid work experience.
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
10+ YOEBachelor's degree preferred; 10+ years in financial services, including 5+ years in securities lending or related fields. Requires institutional relationship management, financial markets knowledge, communication, negotiation, and business development skills.
Intercontinental ExchangeNYSE: ICE: Operates global financial exchanges, clearing houses, and mortgage technology.
5+ YOEBachelor’s degree and 5+ years in financial services, including 3+ years of account relationship experience. Requires fixed income pricing and analytics experience, communication, coordination, and client management skills.
Dallas or Boston or Atlanta or Charlotte or Los Angeles or Houston or Chicago
$159k-$305k/yrHybridFull Time
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
7+ YOERequires 7+ years of secured or specialized lending relationship or portfolio management experience, strong credit analysis and communication skills, and knowledge of asset-based lending; bachelor's degree preferred.
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.
TIAA: Financial services organization providing retirement, asset management, and investments.
5+ YOE5+ years charitable gift planning experience, university degree preferred, strong written/verbal communication, public speaking, content creation, and client relationship skills.
Business Relationship Manager Senior Acquisition - Vice President
North Andover, Massachusetts, United States
$114k-$176k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
5+ YOEMinimum 5 years business banking/relationship management or lending experience; strong business network; relationship-building, negotiation, and commercial credit underwriting knowledge; Microsoft Office proficiency; Bachelor's preferred.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
GenpactNYSE: G: Provides business process management and digital transformation services.
Bachelor's degree in commerce, economics, or finance, or master's degree in business administration or business analytics; ITIL Foundation certification; business consulting, CRM, relationship management, strategy, forecasting, and supplier management skills.
Customer Relationship Management (CRM), ITIL Foundation Certificate in IT Service Management
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.
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.
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
The Brattle Group: Economic, financial, and regulatory consulting and expert testimony services.
8+ YOEBachelor's degree, 8+ years managing marketing technology (CRM, CMS, automation) in professional services, experience with client/relationship intelligence, team management, data governance, and implementing AI-enabled marketing tools.
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.
Hub International: Provides global insurance brokerage and risk management services.
5+ YOE5+ years employee benefits account management; life/health license required; knowledge of underwriting, self-funding, and claims analysis; proficiency with Microsoft Office and PowerPoint; excellent organizational and communication skills.
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.
Eastern BankNASDAQ: EBC: Provides personal banking, commercial lending, and wealth management services.
5+ YOEBachelor's degree or equivalent,5+ years sales/management experience,knowledge of commercial banking and basic credit,strong communication and sales skills,ability to network and attend events outside business hours.
Sr Relationship Manager, Community Development Lending & Investment
New York City or Boston or Washington or Philadelphia
$116k-$216k/yrOnsiteFull Time
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
5+ YOERequires 5+ years originating LIHTC investments, structuring and negotiating affordable housing loans, and business development and relationship management experience. Bachelor's degree preferred or equivalent experience.
Low-Income Housing Tax Credit (LIHTC), HUD, Fannie Mae, Freddie Mac