5362 relationship manager jobs found

This role offers the opportunity to manage and grow strategic customer relationships within Manulife John Hancock Retirement. The Relationship Manager acts as a trusted advisor and customer advocate, aligning customer objectives with business goals while driving satisfaction, loyalty, and profitability. Through consultative selling and industry expertise, this role contributes meaningfully to customer outcomes and to the broader Strategic Relationship Management team. The position provides exposure to senior stakeholders, complex client environments, and opportunities to influence retirement readiness strategies. Position Responsibilities: Develop and maintain effective relationships with Customers Exhibit strategic relationship management and consultative selling Optimize Customer satisfaction and loyalty by aligning Customer objectives with Manulife John Hancock business targets Serve as an advocate for the Customer and act as an industry expert...

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a(n) Relationship Manager within PNC's Business Banking organization, you will be based in Philadelphia, Pennsylvania. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Handles relationship management activities with new and/or existing clients in a book of business...

About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role THE POSITION We are seeking a dynamic Associate Relationship Manager to join our US Wealth Management Team within the Client Platform. The Associate Relationship Manager will be based out of our Boston or New York office and will partner with Relationship Managers and Business Development Managers to deliver exceptional client servicing and relationship management across the wealth channel in the US....

This role offers the opportunity to manage and grow strategic customer relationships within Manulife John Hancock Retirement. The Relationship Manager acts as a trusted advisor and customer advocate, aligning customer objectives with business goals while driving satisfaction, loyalty, and profitability. Through consultative selling and industry expertise, this role contributes meaningfully to customer outcomes and to the broader Strategic Relationship Management team. The position provides exposure to senior stakeholders, complex client environments, and opportunities to influence retirement readiness strategies. Position Responsibilities: Develop and maintain effective relationships with Customers Exhibit strategic relationship management and consultative selling Optimize Customer satisfaction and loyalty by aligning Customer objectives with Manulife John Hancock business targets Serve as an advocate for the Customer and act as an industry expert...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. WSFS Bank is currently seeking a Relationship Manager for our Commercial & Industrial (C&I) group. The Relationship Manager manages commercial banking relationships for companies with annual sales typically between $5-$150MM+ total exposures of $5-30M. Companies will primarily be family-owned but also PE-owned, and the incumbent...

Job Description: Job Title Know Your Client Desk Relationship Manager – Structured Finance Corporate Title: Assistant Vice President Location: New York Overview KYC Operations provides client-related operational services across the Global Markets (FIC) and Corporate Investment Banking global client base, supporting client business, managing Client Lifecycle risk, and maintaining data standards within the firm. KYC Operations plays an integral role in the firm’s first line of defense against financial crime while ensuring client relationships are onboarded and maintained efficiently and accurately. The Know Your Client Desk Relationship Manager (KYC Desk RM) leads the KYC Desk function and manages the client lifecycle through onboarding activities using the New Client Adoption (NCA) framework, working closely with global FIC teams to ensure handoffs, dependencies, and onboarding objectives for US-managed clients are met. What We Offer You A diverse...

Ready to build the future of fundraising at the top of the world-from wherever you are? UAF is looking for a Digital Gift Officer and Relationship Manager to modernize how we connect with our most loyal supporters. If you are a data-savvy storyteller who loves the "thrill of the find" and knows how to use digital tools to make a big university feel like a small community, we want you on our team. This position offers a competitive UA benefits package and the chance to improve a new philanthropic strategy for Alaska's flagship university. To thrive in this position, an individual must work independently while applying a strong understanding of higher education fundraising, including annual, mid-level, major, and planned giving strategies. Success requires the ability to build and sustain meaningful relationships with donors, effectively communicate the university's mission, and guide donors through the philanthropic continuum to...

Principal Relationship Manager - Payments Acceptance (Remote-Eligible) The Principal Relationship Manager is responsible for sales, business development, project management, and client management for merchants within assigned industry verticals. Key objectives include driving and protecting incremental revenue, improving market share, and enhancing the customer experience while maximizing profitability against priority goals and initiatives. Responsibilities: Strategic Growth: Establishing relationships with enablement partners to maximize transaction volume and market share while identifying new internal and external business opportunities Product & Marketing: Ensuring the implementation of value-added products, broadening our acceptance footprint, and executing marketing initiatives to improve merchant awareness and increase transactions Operational Excellence: Implementing operational initiatives, ensuring compliance with network change release...

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of...

This is a licensed position requiring the SIE, Series 6, 63, Life and Health The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next. A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs. As a Licensed Senior Premier Relationship Manager at BMO, you will: Serve as the customers' relationship manager providing personalized attention to uncover their...

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a(n) Relationship Manager within PNC's Business Banking organization, you will be based in Oakmont/Pennsylvania. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Handles relationship management activities with new and/or existing clients in a book of business to grow...

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a(n) Relationship Manager within PNC's Business Banking organization, you will be based in Warren/Pennsylvania. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Handles relationship management activities with new and/or existing clients in a book of business to grow...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What you’ll be doing As a Relationship Manager / Senior Relationship Manager, you’ll focus on growing direct revenue, retaining high-net-worth client relationships, and expanding business within your portfolio. You’ll align with clients’ sophisticated financial needs, investment objectives, and the organization’s strategies, while actively building the client base through networking, community involvement, and exceptional relationship management. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on...

Calling all innovators - find your future at Fiserv. We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv. Job Title Relationship Manager, Strategic Partnerships What does a successful Relationship Manager - Strategic Partnerships do at Fiserv? The Relationship Manager in the Strategic Partnerships Group is responsible for the overall business partnership with the client from a strategic and consultative perspective. Serving as the primary contact for the client's executive and senior-level leaders, you will develop and implement the growth strategy for the...

Relationship Manager (Client Service Associate) Brentwood, NY $70,000–$85,000 Base + Bonus 100% Onsite | Monday–Friday About the Opportunity I’m partnering with a highly respected, technology-forward Registered Investment Advisory (RIA) firm seeking a Relationship Manager to support its growing client base. This is a high-touch, client-facing role working closely with financial advisors to deliver an exceptional experience to multi-generational families. The firm operates within a structured, process-driven environment and leverages advanced financial planning technology. They are looking for someone detail-oriented, organized, and comfortable working within the RIA model. Key Responsibilities Serve as a primary point of contact for client service requests Open and maintain client accounts, transfers, and distributions Prepare documentation and ensure compliance accuracy Support advisors with meeting preparation and follow-up Maintain accurate...

Calling all innovators - find your future at Fiserv. We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv. Job Title Relationship Manager, Strategic Partnerships What does a successful Relationship Manager - Strategic Partnerships do at Fiserv? The Relationship Manager in the Strategic Partnerships Group is responsible for the overall business partnership with the client from a strategic and consultative perspective. Serving as the primary contact for the client's executive and senior-level leaders, you will develop and implement the growth strategy for the...

Job Description Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Commercial Banking Relationship Manager III- Dealer Floorplan within PNC's Dealer Finance organization, you will be based within the PNC footprint in Cleveland, Toledo, or Akron, OH. Summary Establish strong commercial relationships using strong sales and negotiation skills Grow, monitor, maintain, and support PNC Commercial Loans and related products Manage strategic performance and reporting for assigned market Have exceptional verbal, written, and presentation skills Demonstrate knowledge and proficiency in using customer relationship management system Commercial...

Calling all innovators - find your future at Fiserv. We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv. Job Title Relationship Manager, Strategic Partnerships What does a successful Relationship Manager - Strategic Partnerships do at Fiserv? The Relationship Manager in the Strategic Partnerships Group is responsible for the overall business partnership with the client from a strategic and consultative perspective. Serving as the primary contact for the client’s executive and senior-level leaders, you will develop and implement the growth strategy for the strategic...

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. As a Business Banking Relationship Manager at Associated Bank, you’ll grow and manage a portfolio of commercial clients while delivering tailored financial solutions that help businesses thrive. You’ll collaborate closely with internal partners to deepen relationships, drive new business, and expand market share. This role offers meaningful client impact, strong visibility, and opportunities for continued career growth in commercial banking. Key Accountabilities Manage...

Job Description Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Commercial Banking Relationship Manager III- Dealer Floorplan within PNC's Dealer Finance organization, you will be based within the PNC footprint in Cleveland, Toledo, or Akron, OH. Summary Establish strong commercial relationships using strong sales and negotiation skills Grow, monitor, maintain, and support PNC Commercial Loans and related products Manage strategic performance and reporting for assigned market Have exceptional verbal, written, and presentation skills Demonstrate knowledge and proficiency in using customer relationship management system Commercial...

At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are—with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody’s is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we’re advancing AI to move from insight to action—enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and...

Job Description The Partner Strategy team seeks a Partner Relationship Manager to play a key role on our Oracle Health (OH) team parThe Partner Strategy team seeks a Partner Relationship Manager to play a key role on our Oracle Health (OH) team as we drive strategic approaches to staffing with third-party partners. NOTE: Due to the client contract, this position requires you to be a U.S. citizen and eligible for federal security clearance. Have you had experience in past roles supporting decision making in rapidly evolving environments? Are you a self- starter with a keen attention to detail and prior experience working in a fast-paced environment? Do you have strong interpersonal and communication skills and a desire to collaborate with others? If so, this team could be the right fit for you! This role is responsible for creating and managing strong relationships with Oracle Health Federal Consulting partners. You will work in tangent to Oracle Health Federal...

It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Executive Director, Corporate Banking Relationship Manager manages overall relationships with many US based corporations, throughout the Santander footprint, across all products. Serve as the primary contact for client group, developing and driving opportunities to sell the banks products and services. Deliver specified budget and financial metrics. Acts as a liaison...

Job Description The Partner Strategy team seeks a Partner Relationship Manager to play a key role on our Oracle Health (OH) team parThe Partner Strategy team seeks a Partner Relationship Manager to play a key role on our Oracle Health (OH) team as we drive strategic approaches to staffing with third-party partners. NOTE: Due to the client contract, this position requires you to be a U.S. citizen and eligible for federal security clearance. Have you had experience in past roles supporting decision making in rapidly evolving environments? Are you a self- starter with a keen attention to detail and prior experience working in a fast-paced environment? Do you have strong interpersonal and communication skills and a desire to collaborate with others? If so, this team could be the right fit for you! This role is responsible for creating and managing strong relationships with Oracle Health Federal Consulting partners. You will work in tangent to Oracle Health Federal...