622 senior relationship manager jobs at 374 companies in Everett, 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.
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.
MongoDBNASDAQ: MDB: Cloud-based document database platform for software application development.
5+ YOE5+ years quota-carrying account management or sales experience, proven track record hitting targets, strong verbal/written communication, ability to drive renewals and upsells, technical aptitude for databases/cloud.
MongoDB, MongoDB Atlas, AWS, Google Cloud, Microsoft Azure
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
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.
Chicago or Cincinnati or St. Louis or Philadelphia or San Francisco or New York City or Kansas City or Boston or Atlanta or Minneapolis or Dallas or Richmond
$160k-$189k/yrRemoteFull Time
Federal Reserve System: The central bank of the United States.
7+ YOEBachelor's or equivalent experience, minimum 7 years' related experience, advanced Federal Reserve product knowledge, excellent communication, valid driver’s license, ability to travel up to 75%, US work authorization required.
HSBCLondon Stock Exchange: HSBA: Global banking and financial services provider.
Responsible for acquiring, retaining and growing middle/large corporate clients; commercial lending, credit assessment, capital markets knowledge; strong communication and relationship skills; SIE and FINRA Series 63 and 79 required.
The Brattle Group: Economic, financial, and regulatory consulting and expert testimony services.
8+ YOEBachelor's degree, 8+ years managing marketing technology platforms (CRM, CMS, marketing automation), experience with client/relationship intelligence, data governance, AI-driven tools, and team management in professional services.
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.
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.
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.
7+ YOERequires 7+ years of experience, a bachelor's degree or 3–5 years of relevant experience, financial statement and tax return analysis, credit evaluation, cash management and merchant services knowledge, and strong sales and presentation skills.
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
Bangor Savings Bank: Provides retail, commercial, and small business financial services.
10+ YOEDevelop and manage complex C&I and CRE client portfolios, source and structure loans, meet business development goals, and ensure credit quality and regulatory compliance.