Relationship Manager (Woodbridge, CT) Mercer AdvisorsRelationship Manager (Woodbridge, CT)Westport, ConnecticutFor 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. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Business Banking Relationship Manager Webster BankBusiness Banking Relationship ManagerManchester, ConnecticutProven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships. Experience in business/commercial credit, financial analysis techniques & lending policy, with ability to independently package and present credit deals to segment leadership & credit team up to $2MM Total Credit Exposure.
Business Banking Relationship Manager Webster Financial CorpBusiness Banking Relationship ManagerManchester, CT$110,000–$170,000 / yearKey skills/experience qualifications for the role: Candidates must have at least 3+ years of specific Business Banking Relationship Management sales experience, developing and managing business relationships, 5+ managing relationships/banking experience. Proven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships.
Business Relationship Manager I - Officer JPMorgan Chase & CoBusiness Relationship Manager I - OfficerNewington, CTIdentify 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.
Key Private Bank Associate Relationship Manager KeyCorpKey Private Bank Associate Relationship ManagerHartford, CT$80,000–$150,000 / yearThe Associate Relationship Manager (ARM) is responsible for managing and building clients relationships based upon knowledgeable advice that is aligned to the clients' financial needs and advocating solutions that lead to the attainment of the clients' financial aspirations and goals. The ARM manages up to 350 of "Maintain" value segment clients, currently defined as clients who meet the Key Private Bank's target profile with revenue between $5,000 and $20,000 and potential growth not expected to exceed $20,000.
Business Relationship Manager I - Officer JPMorgan Chase Bank, N.A.Business Relationship Manager I - OfficerNewington, CTFull timeIdentify 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.
Relationship Manager - West Hartford, CT FidelityRelationship Manager - West Hartford, CTWest Hartford, ConnecticutRemoteRelationship ManagementPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways.
Sr. Relationship Manager Liberty BankSr. Relationship ManagerNew Haven, CTGather all financial information needed to underwrite new debt, conduct initial reviews of financial information and loan requests, work with the Credit Department to spread and model financial information, develop new credit requests, present them to internal decision-makers, propose and close on loan and deposit solutions. The incumbent will structure, negotiate, obtain credit approval, and close on lending and deposit business in the Bank's Connecticut market area in compliance with the Liberty Bank's policies and risk profile.
R&I Independence Joint Business Relationships Manager PricewaterhouseCoopers LLPR&I Independence Joint Business Relationships ManagerHartford, CT$73,500–$212,280 / yearAs part of the Joint Business Relationships (JBR) Independence team within Risk & Independence, you will consult with and provide guidance to teams on the application of the business relationship rules in areas such as provision of services, procurement, use of third-party technology, marketing, participation in conferences and events, publications, among others. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Distributor Relationship Manager AllegionDistributor Relationship ManagerConnecticutHandle multiple tasks simultaneously including, but not limited to, detailed order entry of custom door & service parts, respond to inbound calls & email inquiries, complaint resolution, research & placement of quality replacement orders, maintaining Allegion’s competitive edge through impeccable attention to detail and customers’ needs. The Distributor Relationship Manager will support our North American and International Distribution Sales Channels, working closely with all our distribution partners and handling customer inquiries, sales order maintenance needs and problem resolution.
Distributor Relationship Manager Allegion PlcDistributor Relationship ManagerCTHandle multiple tasks simultaneously including, but not limited to, detailed order entry of custom door & service parts, respond to inbound calls & email inquiries, complaint resolution, research & placement of quality replacement orders, maintaining Allegions competitive edge through impeccable attention to detail and customers needs. The Distributor Relationship Manager will support our North American and International Distribution Sales Channels, working closely with all our distribution partners and handling customer inquiries, sales order maintenance needs and problem resolution.
Senior Relationship Manager, Leasing CoBank ACBSenior Relationship Manager, LeasingEnfield, CT$119,200–$146,640 / yearCoBank is a member of the Farm Credit System, a nationwide network of banks and retail lending associations chartered to support the borrowing needs of U.S. agriculture, rural infrastructure and rural communities. Sedentary Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull, or otherwise move objects, including the human body.
Commercial Senior Relationship Manager M&T Bank CorpCommercial Senior Relationship ManagerNew Haven, CT$136,000–$226,600 / yearOverview: Responsible for an assigned portfolio of the most complex and or large dollar amount loan and/or deposit relationships with major businesses in the community. Scope of Responsibilities: Services customers seeking loan and/or deposit relationships of large dollar amounts and of high complexity.
Senior Small Business Banking Relationship Manager (LO) Wells Fargo & CoSenior Small Business Banking Relationship Manager (LO)Seymour, CT$96,000–$154,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
NewSenior Business Banking Relationship Manager (LO) Wells Fargo BankSenior Business Banking Relationship Manager (LO)Seymour, ConnecticutThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Customer Relationship Manager Allegion PlcCustomer Relationship ManagerCTThis role is highly customer-facing, requiring strong communication skills, attention to detail, and the ability to coordinate between customers, distributors, branches, and field technicians to meet service level agreements (SLAs) and exceed customer expectations. Upload customer approvals into Field Services, add detailed notes, update reports, notify customers of new ETAs, and communicate approvals to branches or distributors.
Portfolio Manager Liberty BankPortfolio ManagerMiddletown, CTWorking closely with the Relationship Managers, the incumbent will facilitate the tracking and timely renewal of loans and lines of credit by assuring early customer notification of impending maturity dates and obtaining the required financial information to underwrite renewals. Research and Analysis: Performs research and thoroughly investigates all available sources of credit information to ensure accuracy and completeness of credit approval vehicles and credit file documentation.
Healthcare Relationship Manager KeyCorpHealthcare Relationship ManagerGlastonbury, CT$30.29–$46.15 / hourGeneral 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. Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Wealth Relationship Manager - SAFE ACT - New Canaan Citigroup IncWealth Relationship Manager - SAFE ACT - New CanaanNew Canaan, CT$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Treasury Management Sales Manager Liberty BankTreasury Management Sales ManagerMiddletown, CTSUMMARY OF THE JOB: The Treasury Management Sales Manager is responsible for leading and developing a team of Treasury Management Sales Officers across Connecticut and Massachusetts, with specialized focus on commercial, resort, and municipal relationships. Minimum knowledge/skills: Bachelor's degree in Finance, Business, Accounting, or related field (MBA or advanced degree preferred) or equivalent work experience.
Managing Director, BB Relationship Management Webster BankManaging Director, BB Relationship ManagementConnecticutProven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships. Experience in business/commercial credit, financial analysis techniques & lending policy, with ability to independently package and present credit deals to segment leadership & credit team up to $2MM Total Credit Exposure.
MD BB Relationship Management Webster Financial CorpMD BB Relationship ManagementCT$160,000–$170,000 / yearp>Key skills and experience: Candidates must have at least 3+ years of specific Business Banking Relationship Management sales experience, developing and managing business relationships, 5+ managing relationships/banking experience. Proven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships.
Conferences & Events Manager Come work at QUConferences & Events ManagerHamden, ConnecticutOur 20 Division I teams have achieved remarkable success, boasting national and conference titles — including a 2023 NCAA national championship win in men’s ice hockey, a trip to the Sweet 16 for our women's basketball team and NCAA Tournament appearances by many of our programs. The university currently has an enrollment of 9,700 students in more than 100-degree programs through its Schools of Business, Communications, Computing & Engineering, Education, Health Sciences, Law, Medicine, Nursing and the College of Arts & Sciences.
Director Relationship Management Covetrus IncDirector Relationship ManagementHartford, CT$151,440–$216,360 / yearKey Outcomes & Performance Measures Regional revenue and gross profit growth Point solution (CVET Technology) bookings Incremental gross profit and net revenue retention Contribution to SVP-aligned regional targets Team quota attainment and KPI alignment What You Bring 10+ years in sales, business development, or account management leadership roles. You'll shape strategy, drive growth, and inspire performance across a high-impact team of Veterinary Relationship Managers (VRMs) focused on clinics with low to mid-level adoption of Covetrus solutions.
Program Business Development Manager Munchener Ruckversicherungs-Gesellschaft Aktiengesellschaft (Munich Re)Program Business Development ManagerHartford, CT$138,400–$203,000 / yearPartner with P&S and Broker Relationship Leaders of the broader Global Specialty Insurance (GSI) organization on client management and business development opportunities involving major broker relationships such as Alliant, AmWins, Aon, Brown & Brown, CRC, Gallagher, Marsh, and Ryan Specialty. Our offerings include equipment breakdown insurance and other specialty coverages (cyber, EPLI, service line, home appliances), along with a suite of risk management services powered by 1,200 engineers and inspectors, IoT sensors, AI, and predictive analytics.
Team Lead, Project Management Jones Lang LaSalle IncTeam Lead, Project ManagementHartford, CTRemoteFinancial management of entire project: establish & manage project budgets (including hard and soft costs), maintain monthly forecasts and cash flow analysis, prepare anticipated cost reports and any other reports as required by the client. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.
Relationship Manager Area Manager - Executive Director JPMorgan Chase Bank, N.A.Relationship Manager Area Manager - Executive DirectorShelton, CTFull timeBuild collaborative relationships with partners across lines of business - Chase Wealth Management, Home Lending, Branch Teams, Commercial Bank, and Private Bank - to foster a One Chase, client-centric environment and represent the bank in a community leadership capacity such as Chamber of Commerce and local non-profit boards. Coach and develop team on all aspects of managing a portfolio, including relationship management, prospecting, profitability, client experience, and risk management; provide expertise to team on loan structuring, pricing, and developing customized solutions; help team identify solutions to complex challenges.
Small Business Banker II - Hamden, CT The Toronto-Dominion BankSmall Business Banker II - Hamden, CTHamden, CT$29.75–$44.50 / hourTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Actively generates sales and referrals to all business partners in the bank to help meet the comprehensive financial needs of Small Businesses, including: RMLM, Merchant, Commercial, Treasury Management, Credit Card, Retail (B@W, Money Out, Money In), Wealth.
Managing Director, Institutional Business Development & Consultant Relations Virtus Investment Partners IncManaging Director, Institutional Business Development & Consultant RelationsCT$200,000–$225,000 / yearAs part of Virtus's multi‑boutique asset management platform, the team represents a broad suite of differentiated investment strategies across equities, fixed income, alternatives, and outcome‑oriented solutions, working closely with affiliated investment managers to deliver specialized capabilities aligned to client needs. Partner with Institutional Sales leadership to execute a strategic plan for institutional AUM growth driven primarily through consultants and other key Centers of Influence (COIs), including trustees and plan staff, while selectively supporting direct institutional opportunities when they arise outside consultant‑led processes.
Commercial Sales Associate I (US) The Toronto-Dominion BankCommercial Sales Associate I (US)Hartford, CT$22.50–$29 / hourTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience.
Financial Advisor Associate - Bristol, Connecticut TD BankFinancial Advisor Associate - Bristol, ConnecticutBristol, ConnecticutMeets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Equipment Finance Regional Director (REMOTE) Atlantic Union Bankshares CorpEquipment Finance Regional Director (REMOTE)CTRemoteDevelops and maintains high quality relationships, with an emphasis on companies with revenues greater than $15 million, while working with RMs and TMOs to obtain deposits and cross-selling other Bank products and services. The Equipment Finance Regional Director is responsible for marketing a range of both equipment finance lending and leasing products to medium and large commercial clients within assigned territory.
Financial Advisor Associate- Hartford, Connecticut The Toronto-Dominion BankFinancial Advisor Associate- Hartford, ConnecticutHartford, CT$61,880–$92,560 / yearThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Financial Advisor Associate - Bristol, Connecticut The Toronto-Dominion BankFinancial Advisor Associate - Bristol, ConnecticutBristol, CT$61,880–$92,560 / yearMeets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
NewFacility Services Account Executive KaloutasFacility Services Account ExecutiveHartford, ConnecticutAs a Facility Services Account Executive, you will focus on building direct partnerships with facility managers, property managers, plant managers, and owners to identify, sell, and manage facility maintenance and improvement work. Unlike traditional construction project management focused primarily on general contractors, this role is centered around direct-to-owner relationships, repeat business, responsiveness, and becoming a trusted partner for ongoing facility needs.