div>Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
The Customer Relationship team is accountable for the retention and growth of revenue across agency-led accounts-and in some cases direct advertisers-by deepening platform usage, expanding data adoption, and identifying incremental growth opportunities aligned to client marketing objectives. Owns top‑tier or highly complex accounts with full autonomy, navigating multiple buying centers, senior agency leadership, and cross‑market or cross-platform strategies.
Jersey City, NJ30+ days ago
Execute sales/support strategies in conjunction with other lines of business; including, but not limited to the Commercial Bank, Corporate Client Bank, JPMorgan Payments Treasury Services, FX and Card Services to optimize product and service delivery. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
New York City, NY30+ days ago
p>Grata is looking for our next exceptional Relationship Management (RM) leader with a passion for developing others, building effective teams, and helping us uphold and surpass our commitments to the customers we serve. Demonstrated ability leading a customer facing team - helping your team prioritize and manage their book of business, develop and drive best practices and drive strategic value for customers.
Jericho, New York7 days ago
p style="text-align:inherit"/>Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. Furthermore, the Relationship Manager makes outbound phone calls to dealers to capture their business for COAF, while also taking inbound calls from the dealers to strategically analyze their potential territories resulting in a game plan to achieve a target goal.
ul>General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Engaging clients in meaningful dialogue to uncover needs and deliver customized financial solutions that create measurable, sustainable value that aligns their needs with the bank's capabilities and strategic goals.
p>In the Business Unit Relationship Management, Deloitte Microsoft Technology Practice - Cyber role, you will drive pipeline growth, GTM execution, and pursuit support for a designated Business Unit of the Technology Practice, reporting to the Relationship Executive. Within the Deloitte Microsoft Technology Practice, this team enables differentiated, innovative go-to-market (GTM) solutions that provide quantified value to our clients by aligning our capabilities with applicable market trends and firm strategies.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Paramus, New Jersey30+ days ago
The ideal candidate will successfully demonstrate his/her extensive product knowledge and ability to effectively prospect, market, prioritize and solicit appropriate dealer commercial clients, determine the optimum needs for these clients and lead a team of product professionals in closing assigned revenue objectives for DFS. Desire to sell not only core Treasury and Credit services, but also to drive responsible growth through the successful implementation of a broad array of solutions including – Financial Life Benefits, GWIM solutions, and advanced Digital capabilities.
ul>Support senior relationship managers and team leadership in client development activities including market research on prospective clients, drafting pitch books, and evaluating new transactions. The role offers meaningful exposure to the full project finance transaction lifecycle from pitch and due diligence through credit approval and post-disbursement monitoring across infrastructure, renewable energy, and sustainable finance sectors.
Your primary focus is on growth - increasing "wallet share" through cross-selling and attraction of new clients and identifying sales initiatives based on expert knowledge of the market, industry, and Wealth Management's capabilities (products and services). As the Relationship Manager you will offer value-added client solutions and demonstrate the ability to "close the deal"; you will have an understanding of capital markets and the use in wealth preservation and a technical skill set focused on comprehensive wealth management.
Garden City, NY30+ days ago
Bachelors degree or equivalent work experience Skills: Compensation Analysis, Performance Management, Process Performance Management, Referral Management, Workforce Planning, Due Diligence, Internal Audit Review, Leadership Development, Recruiting, Risk Management, Client Management, Customer Service Management, Employee Counseling, Succession Planning, Trade Operations Management. At Bank of America, all managers at this level demonstrate the following responsibilities in addition to those specific to the role listed above: Manager of Process & Data: Demonstrates deep process knowledge, operational excellence, and innovation through a focus on simplicity, data-based decision making, and continuous improvement.
LeafLink was named one of Inc. 5000's 'Top 5000 Fastest-Growing Private Companies'; one of Fast Company''s ''Top 10 Most Innovative Companies in Enterprise for 2020'', joining the ranks of Amazon, Slack, and VMWare; one of Built In NYC''s ''Best Places to Work in 2021''; 2024 Fast Company's Best WorkPlaces for Innovators for Banking, Finance, and Fintech category; 2024 Green Market Report Award for Best Fintech in cannabis - and we''re just getting started! Dama Financial by LeafLink is seeking a Relationship Manager to serve as the primary point of contact for cannabis industry clients, fostering strong relationships while supporting their banking and financial service needs.
West Harrison, NY30+ days ago
The JPMorganChase (JPMC) US Military Pathways Direct-Hire Program offers a challenging and rewarding work experience that provides acclimation support, coaching and dedicated program managers, job skills training, networking with colleagues and senior level management, and the exposure needed to grow into a future leader across our most demanding business areas. Build, manage, and retain a portfolio of 100 - 115 business clients after an initial training phase, with annual revenue of $1 - $5 million for your assigned branches; provide deposit and cash management solutions and manage credit opportunities up to approximately $500,000.
Review, understand, and participate in offering the full suite of solutions offered by Wells Fargo to commercial clients to meet low to moderately complex risk needs that may require an in-depth evaluation by engaging product organizations to develop client specific solutions and leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions. Participate in the structuring, modification, and renewal of low to moderately complexity cash flow, real estate loans, and other industry-specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute complex transactions.
This is a senior origination and relationship management opportunity within the Asset Based Lending group of a well-established commercial bank, offering full ownership across ABL business development, portfolio management, and team leadership for the middle market and commercial client segment. Identify and analyze potential loan markets to develop prospects for commercial loans;advise senior management on external factors impacting lending policies including new or revised legislation and regulations.
ul>Assist Relationship Managers in soliciting and developing business relationships with targeted corporate clients across Technology, Media, Telecom, and Consumer sectors;identify potential business opportunities and support transaction negotiation with banking partners and clients. This Associate-level opportunity sits within the Corporate Banking team of a well-established financial institution, supporting Relationship Managers in developing and managing corporate client relationships across the Technology, Media, Telecom, and Consumer sectors.
This role focuses on business development, relationship management, credit quality, and risk mitigation while delivering a full banking relationship through the cross‑sale of depository, Treasury Management, Wealth Management, and other commercial products. The Relationship Manager for Middle Market Lending is responsible for originating, structuring, and managing complex credit relationships with middle market clients, generally privately held businesses with revenues from $100MM to $1B.
By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Drive Net Revenue Retention (NRR) through the proactive expansion of products, including credit card utilization, growing banking deposits, adoption of bill pay, invoicing and travel products.
Our target new hire base salary ranges for this role are the following: US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $220,800-$276,000. We think the strongest candidates will have some of this experience: 8+ years in account management, customer success or expansion sales with commercial ownership, with at least 3 years managing a revenue-owning team.
Mount Sinai, NY30+ days ago
Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs. Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.
ul>Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed. Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities.
ul>Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed. Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
Some of our recent recognitions include: • Certified Great Place to Work 2024-2025 • America's Greatest Midsize Workplaces 2025 • Quantum Workplace Employee Voice Award 2024 • Fortune's Best Workplaces in Financial Services & Insurance 2024. • Identify opportunities for growth of additional revenue streams to the Credit Union via the expansion of existing member relationships through cross-selling of additional products and services such as cash management, lending, merchant services, investment & insurance, and retail deposit/loan products & services.
Collaborate and guide marketing team on sales growth strategy and execution, target audiences, metrics/tracking, budget allocations; integrate and review product-specific updates across all client content and utilize industry and internal data to identify sales targets/trends . Manage day-to-day relationships with existing State partners and Plan recordkeeper; work in conjunction with investment and marketing teams to develop quarterly board presentations, annual due diligence and investment reviews and manage proposals for 529 plan solution enhancements .
This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian's jobs website (Careers at Guardian at https://www.guardianlife.com/careers). The successful candidate will understand how the PO and advisor model operates, how advisors and firms are motivated, and how to translate enterprise priorities into practical, business-relevant content and programming that resonates with the Field and supports practice growth.
ul>General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Engaging clients in meaningful dialogue to uncover needs and deliver customized financial solutions that create measurable, sustainable value that aligns their needs with the bank's capabilities and strategic goals.
p>The Relationship Manager serves as a trusted advisor to business owners, CFOs, and executive leadership teams, leveraging strong credit acumen and sound judgment to structure solutions including revolving credit facilities, term loans, and asset-based lending. This role focuses on driving new business development, expanding existing client relationships, and delivering tailored C&I financing solutions to meet the working capital, growth, and operational needs of clients.
We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. Fiduciary Trust International is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.
This role focuses on business development, relationship management, credit quality, and risk mitigation while delivering a full banking relationship through the cross‑sale of depository, Treasury Management, Wealth Management, and other commercial products. The Relationship Manager III - Middle Market Lending is responsible for originating, structuring, and managing complex credit relationships with middle market clients, generally privately held businesses with revenues from $100MM to $1B.
This role focuses on business development, relationship management, credit quality, and risk mitigation while delivering a full banking relationship through the cross‑sale of depository, Treasury Management, Wealth Management, and other commercial products. The Relationship Manager II - Middle Market Lending is responsible for originating, structuring, and managing complex credit relationships with middle market clients, generally privately held businesses with revenues from $100MM to $1B.
This role focuses on business development, relationship management, credit quality, and risk mitigation while delivering a full banking relationship through the cross‑sale of depository, Treasury Management, Wealth Management, and other commercial products. The Relationship Manager III - Middle Market Lending is responsible for originating, structuring, and managing complex credit relationships with middle market clients, generally privately held businesses with revenues from $100MM to $1B.
ul>Exercise sound, professional investment judgment on behalf of clients, while avoiding risks to the firm and demonstrate 100% adherence to the compliance requirements of the business, including Pitchbooks, Investment Policy Statements, Know Your Customer requirements, completing documentation and written records of meetings and discussions. Success will be measured by the individual's ability to engage qualified prospects, effectively collaborate with investment teams resulting in new business, consistently generate new leads to the pipeline, and cultivate strategically important relationships with family office centers of influence.
p>Prepare and maintain holistic client relationship account reviews and client presentations for both internal and external use Produce client briefing memos inclusive of revenue ranks/ metrics/ and analysis to be provided internally to senior management and SRMs Analyze client revenues and track Global SRM client trends across products and regions Work with large data sets to assess client wallets, wallet share and identify new opportunities with clients Utilize firm's CRM/ Salesforce platform to track client interactions and reporting metrics Demonstrate exceptional organizational and planning skills, and manage the coordination of multiple activities working to specific deadlines Exhibit strong communication skills Work with Nomura's client technology stakeholders to develop, enhance and leverage the firm's CRM / technology solutions to institutionalize client relationships Assist with internal and external coordination of Legal/ Credit/ Onboarding/Tax / KYC efforts as it relates to clients' documentation Attend management prep meetings and client meetings with SRM colleagues Develop an understanding of Nomura Group and the various strategic ways we interact with our clients as well as our holistic client proposition, i.e. what does Nomura offer to our clients? Skills, experience, qualifications and knowledge required:
Capital Markets experience required Licenses Required: 7 and 63, SIE preferred Ability to work in a fast paced, collaborative team environment, demonstrating the ability to manage multiple tasks Strong Microsoft Suite skills (*NOTE: Must be inclusive of PowerPoint, Word, Excel) Strong Bloomberg skills Analytical with the ability to synthesize different data sets Clear and accurate written and verbal communication skills Ability to craft and give presentations Ability to interact efficiently with other areas in GM, IB, Operations, Legal, Treasury and other areas of the firm Understanding of the value of client relationships and developing a long-term client franchise.
We serve hundreds of the world’s largest institutions through The Tie Terminal and our data APIs, provide institutional staking solutions, offer investor relations services to leading token issuers, and license data feeds to crypto exchanges and platforms. As Relationship Manager, you are responsible for developing strong relationships and supporting leading digital asset protocols participating in The Tie’s Corporate Access platform.
Works with assigned portfolio managers to ensure pro-active monitoring of the credit quality of the portfolio through timely financial statement gathering, monitoring client's compliance with ongoing required reporting, properly analyzing financial information and taking or recommending appropriate corrective actions based on acceptable levels. Develops and maintains relationships to generate direct deal flow; Coordinates the team approach to approving and closing new deals to grow assets and revenues while optimizing profitability (ROE).
p>Business Development and Strategic Initiatives The Relationship Manager identifies and pursues new business opportunities within the private credit direct warehouse lending sector, participates in industry events and networking activities to build relationships, and contributes to the development and implementation of strategic growth initiatives. The Relationship Manager will oversee the Associate in preparing modeling and analysis for existing transactions, and will serve as the primary point of contact for Portfolio Management and the client for proactively monitoring and analyzing collateral credit performance and industry trends.
Led by Amar Kuchinad, Copper''s Global CEO, the firm provides a comprehensive suite of custody, trading and settlement solutions that reduce counterparty risk and bring greater capital and operational efficiency to digital asset markets. By reducing settlement time for transfers to a few milliseconds (without blockchain network dependency) and offering enhanced security measures, ClearLoop is rapidly reshaping the way asset managers trade and manage capital.
You'll work closely with senior team members to build and deepen relationships with institutional clients and support the process end to end, from initial conversations through ongoing support. More specifically you'll:
- Support, build and cultivate strong relationships with institutional clients, working both independently and in close collaboration with the Growth team to establish trust.
p>_____. Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.
Responsibilities: • Acts as a trusted advisor for clients and prospects with annual revenues of $50 million to $2 billion, identifying opportunities and recommending integrated solutions that encompass multiple products and services as needed• Develops an in-depth understanding of clients'/prospects corporation, organization, and the related industry in addition to their strategy and needs, while responding to changes in the business environment or client/prospect needs• Leverages ideas, insights, and relationships to generate new and incremental business for Bank of America• Collaborates with domestic and international teammates throughout Bank of America, including Investment Banking, Foreign Exchange, and Wealth Management• Facilitates client relationships with product specialists in Credit, Treasury Management, and Merchant Services in to ensure the integrated delivery of valuable financial solutions with the Risk & Compliance framework• Designs and implements a business plan that will maximize the profitability of each client and prospect• Builds relationships with internal and external sales referral partners• Motivates and influences client team members appropriately and collaborates in their onboarding, coaching, and developmentRequired Qualifications: • 10+ years of demonstrated sales experience, with a proven ability to drive revenue and build client relationships• Securities Industry Essentials (SIE), Series 7 and 63 licenses required to be obtained within 180 days of start date• Strong business development and analytical capabilities• Strong interpersonal and communication skills• Demonstrated resilience and commitment to continuous learning• Strong business acumen• Ability to read and interpret both audited and unaudited company financial statementsPreferred Qualifications: • Established local network of business referral sources and centers of influence (COIs)Skills: • Business Development• Pipeline Management• Prospecting• Referral Identification• Sales Strategy• Client Experience Branding• Financial Analysis• Referral Management• Risk Management• Sales Performance Management• Data and Trend AnalysisMinimum Education Requirement: Undergraduate degree or equivalent work experience desired: Majors in business, finance or economics preferred. Job expectations include leveraging activity-based training modules, engaging in national and local leader and peer coaching, and developing knowledge of credit, treasury, and other operational services, while building client relationships, creating business plans, and influencing team performance.