1439 relationship manager jobs found in New York

JOB TITLE: Tri-Party Relationship Manager [Multiple Positions Available][MR-TPRM-SWJ-102844] LOCATION: 270 Park Avenue, New York, NY 10017. This position requires up to 30% domestic and international travel. DUTIES: Own accountability to the client for ensuring all services provided to the client are achieved end-to-end. Maintain a strategic understanding of the client's operating model and of the implications of market, vendor, and regulatory changes to the client's operating environment. Serve as a point of escalation for client and internal teams and, where necessary, navigate internally on behalf of the client. Identify trends and issues for business and revenue opportunities. Prepare and present regular client reviews that capture service levels, client and market trends, client platform requirements and feedback, walletshare, portfolio mix, and product contribution to cost. Oversee overall service performance against agreed client expectations. Seek opportunities and...

Wealth Client Relationship Manager 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. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. Deeply curious with a demonstrated ability to uncover the needs of the client. Giving and receiving constructive feedback are hallmarks of your character. Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. Takes tremendous pride in your knowledge of the investment...

Work Location: Ramsey, New Jersey, United States of America Hours: 40 Pay Details: $78,520 - $117,520 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Associate Private Client Relationship Manager (ARM) is a high-touch point of client contact...

Work Location: New York, New York, United States of America Hours 40 Pay Details $74,880 - $112,320 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line Of Business TD Wealth Job Description The Associate Institutional Relationship Manager (AIRM) is a high touch point of client contact accountable to...

Location: For Those Who Work At Home, New York **APPLICANTS SHOULD RESIDEN IN THE HUDSON VALLEY, NEW YORK AREA TO BE CONSIDERED FOR THIS ROLE Job Summary** The Business Banking Virtual Relationship Manager actively manages a portfolio of clients within the entry end of the Business Banking segment. They effectively manage the client relationship by selling and promoting a broad array of financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities to meet the clients' need and become their trusted advisor. They develop strategic relationships with Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience and increase client engagement and retention. The Business Banking Virtual RM actively engages partners to mitigate client run off within portfolio. Essential Functions Maintain and manage an assigned...

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...

About This Role Within the Client Businesses Group, we pride ourselves on creating, communicating, and delivering investment solutions for clients worldwide. We have teams of professionals with expertise in the many functions that make this effort successful and sustainable, including relationship management, marketing, sales, client service, and product development and management. The Financial Institutions Group (FIG) is responsible for developing and maintaining relationships with sophisticated taxable institutional investors worldwide. The group is the industry's largest manager of insurance company assets, and our insurance practice is a strategic focus of the firm. Responsibilities Coordinating day-to-day delivery of BlackRock's asset management and associated services, including: Accurate and timely client reporting Preparation for and participation in client market and portfolio reviews Design, ownership, and delivery of complex and/or ad hoc client requests...

It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today - ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®. Our intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work. But this is just the beginning of our journey. Join us as we pursue our purpose to make the world work better for everyone. You will produce new business with a defined set of ServiceNow's largest existing accounts. You will oversee executive relationship management for assigned accounts and lead virtual teams, including Solution Sales, Solution Consulting, Support and Professional Services, in supporting our most esteemed clients. What you get to do in this role: Provide strategic leadership to clients...

Principal Associate Brand Agency Relations This is an exciting opportunity for a talented marketing professional to join the Capital One Brand Agency Relations team as a Principal Associate, responsible for sourcing and managing top event activation and market research agencies used by the Brand department. The ideal candidate will have a strong understanding of how to develop great partnerships while managing performance, and a passion for building industry connections to uncover tools and insights for the benefit of our internal customers. What you'll do: Serve as relationship manager for the Brand Social, Governance and Content teams who support enterprise marketing needs Demonstrate the ability to maintain and grow relationships with internal teams and agency partners Oversee and provide sourcing strategies for social media and governance initiatives Provide communication and reporting for accountable executives, Brand senior leadership, and key...

Company Description It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today — ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®. Our intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work. But this is just the beginning of our journey. Join us as we pursue our purpose to make the world work better for everyone. Job Description You will produce new business with a defined set of ServiceNow's largest existing accounts. You will oversee executive relationship management for assigned accounts and lead virtual teams, including Solution Sales, Solution Consulting, Support and Professional Services, in supporting our most esteemed clients. What You Get To Do In This Role...

About this role BlackRock is seeking a Director of Strategic Technology Vendor Management to lead our most critical technology vendor partnerships. In this high-impact role, you will partner with our Enterprise Relationship Managers (ERMs) to oversee a portfolio of top-tier tech vendors - those with high financial exposure, operational criticality, and strategic alignment to BlackRock's long-term 2030 goals. These external partners are key to our technology ecosystem and future innovation. In your role, you will orchestrate an end-to-end strategic vendor management program to maximize business value, increase resilience, and ensure sustained performance from these partnerships. This includes driving vendor performance management, executive engagement, commercial strategy alignment, and governance for each relationship. You will work cross-functionally with technology executives, Global Strategic Sourcing (GSS), Financial Planning & Analysis (FP&A), and business...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Bank of America. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. Global Head of Financial Institutions - Corporate Banking Subsidiaries New York, New York To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Global-Head-of-Financial-Institution---Corporate-Banking-Subsidiaries_26003409-1) Job Description At Bank of America, we are guided by...

 SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.   In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s...

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s...

Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience. Oversees the preparation of new business proposals or presentations to clients / prospects based upon their needs. Identifies and shares business development opportunities in the marketplace to help grow the overall market business. Builds a relationship development plan for all assigned clients under the direction of wealth advisor / relationship manager to maximize client lifetime value. Acts as the key service contact for clients. Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines. Liaises with external advisors of clients on behalf of the private wealth advisor /...

Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation. What we do: As a recognized leader in providing Private Markets Solutions to clients across the globe, we manage approximately $145.6B in discretionary assets under management and $859.8B in non-discretionary assets under management, as of September 30, 2025. The Opportunity: We are seeking a highly motivated, strategic Principal External Wholesaler to join Hamilton Lane’s Private Wealth Solutions team, with a primary focus on RIA relationships across the New York City and New Jersey metro area. In this role, you will be responsible for...

151 W 42nd Street New York New York,10036 Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience. Oversees the preparation of new business proposals or presentations to clients / prospects based upon their needs. Identifies and shares business development opportunities in the marketplace to help grow the overall market business. Builds a relationship development plan for all assigned clients under the direction of wealth advisor / relationship manager to maximize client lifetime value. Acts as the key service contact for clients. Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines. Liaises with external advisors of clients on behalf of the private...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Parity Inc. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. About Parity Buildings in our beautiful cities, where we live and work, are producing 40% of the CO2 going into our atmosphere and contributing to climate change. We need to HEAT, VENTILATE, and AIR CONDITION our buildings 24/7. Most of the energy consumed in a building is for our comfort, but 50% of it is wasted! This is because buildings have little to no technology to control this. Parity Is a Remote HVAC Optimization As a Service Company. We Remotely Control And Optimize...

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for CIBC. Clicking "Apply Now" or "Read more" on Lensa redirects you to the job board/employer site. Any information collected there is subject to their terms and privacy notice. 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 (https://www.cibc.com/en/about-cibc.html) What You’ll Be...

About BEAM The mission of BEAM is to create pathways for students from low-income and underserved communities to become scientists, mathematicians, engineers, and computer scientists. Led by staff with these same technical backgrounds, BEAM believes that pathways to STEM careers are created through community, individual support, and access to advanced work that typically lies outside most school curricula. We work to directly support students and to transition them to other supportive enrichment programs that enable their future success. BEAM's model provides continuous support from middle school through college graduation, including intense academic summer programs for middle school students (after 6th and 7th grade), weekend classes and mentoring, and STEM-focused support through college. Our program includes not just access to learning advanced math but also support finding and applying to other opportunities, including support with college admissions and financial aid. In...

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: The US Capital Markets CAO group provides strategic and operational leadership for CIBC’s US Capital Markets business, supporting its mandate to be a premier client-focused global bank. The CAO’s Global Markets Business Management Team acts as the primary liaison between Front Office Trading teams, Sales desks, and both internal and external vendors, brokers, and suppliers. Our team supports the US Trade Floor businesses by leading revenue-generating initiatives and managing internal projects, all focused on driving...

Job Description NetSuite was the FIRST Cloud ERP company and is experiencing record growth, with over 20,000 customers, NetSuite is outstanding in the market with its ability to work with small startups to large enterprises. Its ability to effectively compete in both of those segments of the market means that NetSuite had and will continue to have a tremendous growth opportunity. Come and join us! 5 reasons to join the NetSuite team: NetSuite is the FIRST and BEST Cloud ERP. Major career opportunities because we close deals and have high growth. NetSuite sales reps engage with amazing customers, partners, and businesses. Our culture is fantastic. Collaborative, high energy with an emphasis on work-balance and wellness We offer amazing training & enablement resources and best of breed benefits. We are seeking Sales Account Managers with a successful background selling software, hardware or business services in your area. You’ll maintain relationships within a...

The Cornerstone Senior Account Manager is responsible for fostering the overall relationship between Cornerstone and a book of our clients. By maintaining a strong relationship with our clients, the Account Manager ensures high levels of client satisfaction and leverages their deep understanding of our client's business needs to ensure they are receiving the most value from our technology - identifying new areas and applications for our technology and services. The Senior Account Manager will drive adoption, ensure healthy usage levels, identify growth opportunities, and demonstrate sustainable value from the customer's Cornerstone solution that leads to renewals and continuing relations. The successful candidate will work closely with the Sales leadership, Customer Excellence, and Customer Engagement teams as well as Customer Support to ensure successful delivery of solutions and will be the key business contact for the client. Key skills for this position include excellent...

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 Company 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 55 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a...