1510 relationship manager jobs found

Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people in more than 160 countries. About Abbott Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals, and branded generic medicines. Our 107,000 colleagues serve people in more than 160 countries. WHAT YOU'LL DO The IT Business Relationship Manager (BRM) will serve as the strategic technology partner to the ARDx organization, with a primary focus on data strategy, data governance, and analytics enablemen t. This role is responsible for aligning IT...

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...

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. About the Asset Owner Segment, Americas: The Segment is part of the Asset Servicing Division, responsible for roughly half of Northern Trust's total global assets under custody, as well as newly formed innovative businesses such as Northern Trust Front Office Solutions. This segment focuses on mission-driven asset owners across the Americas, primarily endowments, foundations, corporations, pensions,...

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. The Asset Based Lending Relationship Manager manages and grows a portfolio of ABL client relationships while overseeing credit quality, documentation, and loan closings. This role plays a critical part in delivering customized financing solutions and deepening client relationships through strategic cross-selling. You’ll have the opportunity to expand your expertise, influence deal outcomes, and grow alongside a collaborative commercial banking team. Key Accountabilities...

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 BMO Financial Group. 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. Facilitates growth for the Bank through business development and management of key client relationships. Focus on general industries, metals or business services companies of mid-corporate or larger revenues across the United States. Existing industry focus is beneficial. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem-solving to...

Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs. Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives. Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs. Manages high-value client portfolios, driving cross-selling, retention, and profitability. Implements cross-selling initiatives, driving client engagement and successfully transitioning...

Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs. Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives. Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs. Manages high-value client portfolios, driving cross-selling, retention, and profitability. Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into...

320 S Canal Street Chicago Illinois,60606 Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs. Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives. Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs. Manages high-value client portfolios, driving cross-selling, retention, and profitability. Implements cross-selling initiatives, driving client engagement and...

This role supports BMO's National Industries Team (NIT) within the Commercial Bank. NIT provides national coverage of a diversified client base, notably mid-corporate companies across the United States. Facilitates growth for the Bank through business development and management of key client relationships. Focus on general industries, metals or business services companies of mid-corporate or larger revenues across the United States. Existing industry focus is beneficial. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs. Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs...

Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs. Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives. Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs. Manages high-value client portfolios, driving cross-selling, retention, and profitability. Implements cross-selling initiatives, driving client engagement and successfully transitioning...

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 The Sr. Portfolio Manager primary purpose is to ensure objectives related to credit underwriting and internal portfolio management are met, in addition to supporting the workflow of the Commercial Team of RMs and commercial lending associates. This position will provide approval within established guidelines for daily credit/portfolio administrative activity. Job Purpose The Senior Relationship Manager builds credible relationships based on what is good for the Bank and what is good for the client, with a genuine belief that personal success will be a...

Provides support and product expertise for the financial planning business development, sales and service delivered by 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. Assists in preparing new business proposals or presentations to clients / prospects based upon their needs. Assists Wealth Advisors in market research of client and prospects. Assists Wealth Advisors in identifying prospective clients. 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 wealth advisor / relationship manager. Develops an understanding of the customer needs and the account strategy and effectively communicates this to clients and prospects. Make...

The Annuity Account Manager will serve as a primary relationship manager for Guardian Annuities' third-party distribution partners, including broker-dealers, banks, and registered investment advisors. This role is responsible for driving annuity sales growth, strengthening partner relationships, and ensuring a seamless experience across onboarding, product support, and ongoing account management. You are Excellent with relationship management, communication, and presentation skills. Able to manage multiple accounts and priorities in a fast-paced environment. Proficient with CRM tools, sales reporting, and Microsoft Office. Willig to obtain a FINRA licenses (Series 6/7, 63/66) if you dont already have licensure. Y * * ou will Manage and grow relationships with assigned third-party distribution partners to drive annuity sales and asset growth. Act as the primary point of contact for product, operational, and relationship needs...

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. JOB DESCRIPTION: The CNA International platform brings together all the assets of CNA – global network, broad product array, underwriting expertise, superior service and technology – and weaves these strengths into innovative solutions to meet middle market customer needs around the world. That’s why a growing number of businesses with international exposures are turning to CNA to help them manage their increasingly complex global property, casualty and professional risks. This hybrid role will work from our office in Chicago, IL. Essential Duties and Responsibilities: Underwriting Expertise Reviews applications and financial requirements to determine acceptability of risk in...

Company: Mercer Description: We are seeking a talented individual to join our Health & Benefits team at Mercer. This role will be based in Chicago, IL. This is a hybrid role that has a requirement of working at least three days a week in the office. As a Lead Health & Benefits Consultant , you will manage and advise client accounts for employers 2000+ lives regarding their medical, dental, life, and disability benefit plans and programs. You will negotiate with benefits carriers and vendors to secure health and welfare plan coverage, acting as the primary consultant and relationship manager for our clients. We will count on you to: Lead complex client engagements, managing overall service delivery, strategy, financial evaluations, plan design, renewals, business placements, benchmarking, and other studies. Develop sophisticated benefits design and renewal strategies, driving the creation of tools and solutions to address complex client issues....

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: Company Description: McDonald's is proud to be one of the most recognized brands in the world, with restaurants in over 100 countries that serve 70 million customers daily.?We continue to operate from a position of strength. Our updated growth strategy is focused on staying ahead of what our customers want and realizing further growth potential. Our relentless ambition is why McDonald's remains one of the world's leading corporations after almost 70 years. Joining McDonald's means thinking big and preparing for a career that can have influence around the world. At McDonald's, we see every day as a chance to create positive impact. We lead through our values centered on inclusivity, service, integrity, community and family. From support of Ronald McDonald House Charities to our Youth Opportunity project and sustainability initiatives, our values keep us dedicated to using our scale for good: good for our customers, people, industry and planet. We also offer...

We are seeking a talented individual to join our Health & Benefits team at Mercer. This role can be based in any of our offices in Chicago, IL. This is a hybrid role that has a requirement of working at least three days a week in the office. As a Senior Lead Health & Benefits Consultant , you will manage and advise client accounts for our large market employers 2000+ lives regarding their medical, dental, life, and disability benefit plans and programs. You will the subject matter expert to our clients and negotiate with benefits carriers and vendors to secure health and welfare plan coverage, acting as the primary consultant and relationship manager for our clients. We will count on you to: Lead complex client engagements, managing overall service delivery, strategy, financial evaluations, plan design, renewals, business placements, benchmarking, and other studies. Develop sophisticated benefits design and renewal strategies, driving the creation of tools and...

We are seeking a talented individual to join our Health & Benefits team at Mercer. This role will be based in Chicago, IL. This is a hybrid role that has a requirement of working at least three days a week in the office. As a Lead Health & Benefits Consultant , you will manage and advise client accounts for employers 2000+ lives regarding their medical, dental, life, and disability benefit plans and programs. You will negotiate with benefits carriers and vendors to secure health and welfare plan coverage, acting as the primary consultant and relationship manager for our clients. We will count on you to: Lead complex client engagements, managing overall service delivery, strategy, financial evaluations, plan design, renewals, business placements, benchmarking, and other studies. Develop sophisticated benefits design and renewal strategies, driving the creation of tools and solutions to address complex client issues. Determine the full scope of services provided to...

BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. We are currently searching for a Commercial Portfolio Manager to join our team in the Emerging Middle Market. The main responsibility of this role is to evaluate the risk level of our commercial transactions and make well-informed decisions based on our company's guidelines and standards. The ideal candidate should have extensive knowledge in commercial loans and be able to effectively manage a portfolio. Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and...

At Prime Therapeutics (Prime), we are a different kind of PBM, with a purpose beyond profits and a unique ability to connect care for those we serve. Looking for a purpose-driven career? Come build the future of pharmacy with us. Job Posting Title Account Executive - Remote Job Description The Account Executive serves as the primary relationship manager for multiple accounts in an assigned market segment. The role works directly with groups to optimize pharmacy spend through Prime's products and services, and drives the alignment of the assigned accounts and Prime's strategic goals and initiatives. Responsibilities Develop and maintain key relationships with Plan's account and pharmacy teams, and with corresponding consultants/brokers; maintain an intimate understanding of the industry and assigned account trends, challenges, priorities, and adopted products and services to influence the development and prioritization of strategic plans Maintain and...

Sr. Commercial Relationship Specialist-Production AG At UMB Bank, the Sr. Commercial Relationship Specialist role provides a highly skilled level of support to Relationship Managers and Clients within Commercial Banking while maintaining and supporting the development of relationships with customers and internal partners. How you will spend your time: Assist Relationship Manager(s) by performing daily support activities related to client relationships and keep respective Relationship Manager informed when appropriate Act as point of contact for Commercial Banking clients for all servicing requests related to client relationship Manage post-closing requirements such as exception citing's, collateral perfections, covenant items, etc. Work closely with Treasury Management team to successfully onboard new Deposit Account and Treasury Services for clients as well as provide guidance to clients to the appropriate resource for servicing and assistance...

Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an understanding of and care for the client through proactive delivery of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to craft and execute creative solutions for the client. Develops and executes the business development strategy, sales targets and the sales results for the assigned region. Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction. Enhances presence in the marketplace by collaborating with other experts (e.g. internal team, outside attorneys, accountants) to create integrated business development plan. Act as the primary Relationship Manager for assigned client relationships...

Job Description As a Client Relationship Manager/Client Service Representative (CSR) you will be the main point of contact for client's customers dealing in Futures & Options and OTC clearing. The primary functions of this role are to provide client support with trade/position management, relationship management, and field market/product inquiries across the derivatives space. This role will be supporting top tier institutional clients, which will require outstanding customer service to enhance the overall relationship. Responsibilities: Subject matter expert for client queries regarding trades, positions, lifecycle events, commission, reporting, product offering Navigate the organization (central point of contact for client) by doing research and/or internal outreach to get responses to client queries and escalations Escalation point for clients as well as internal teams that are looking to drive resolution on critical initiatives Coordinate...