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  • Automotive Tool Sales/Route Manager - Full Training

    Mac Tools 4.0company rating

    Relationship manager job in Boston, MA

    Invest in Your Success with Mac Tools Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle. As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds. Key Benefits of Mac Tools Franchise Ownership Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada. Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more. World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters. Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc. Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world. Financial Flexibility: Explore various financing options to fit your needs. Financial Requirements To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options. Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases. Ready to Take the Next Step? Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise? Complete our quick mobile application to start your journey towards financial independence. Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand. Mac Tools , a division of Stanley Black & Decker Inc. 5195 Blazer Parkway Dublin, Ohio 43017
    $43k-49k yearly est. 13d ago
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  • Head of Intermediary Relationship Management

    Soteria Reinsurance Ltd.

    Relationship manager job in Boston, MA

    Head of Intermediary Relationship Management page is loaded## Head of Intermediary Relationship Managementlocations: Smithfield, RI: Boston, MAtime type: Full timeposted on: Posted Todayjob requisition id: 2120516## ## Job Description:**SVP, Head of Relationship Management (IICG)**The SVP, Head of Relationship Management will be responsible for setting a clear vision for the Intermediary Investment Client Group (IICG) Relationship Management function and driving its evolution to meet the firm's long-term growth objectives. The IICG organization is responsible for over $1.8B in revenues to Fidelity Institutional. This leader will shape the broader Relationship Manager (RM) strategy, lead transformational change, and ensure operational excellence while strengthening client relationships and delivering measurable impact. This position will report directly to the Head of Intermediary Investment Client Group (IICG).**Job Responsibilities*** Define and execute a strategic vision for the Relationship Management function aligned with IICG organizational goals and initiatives to drive growth, profitability, home office engagement, client satisfaction and retention* Lead significant organizational change of firm coverage, behaviors, KPI's, and data capabilities to transform operational and client engagement model.* Drives executive leadership engagement both internally and externally to support development and growth with distributor firms* Deep understanding of client business models, evaluating key aspects of their business, and leveraging practice management and discovery tools and best practices to develop the overall Fidelity relationship.* Establish metrics and scorecards to monitor engagement effectiveness and overall business impact ensuring operational rigor across client interactions and behavioral change.* Aligns Fidelity and trusted third-party resources to meet client business needs* Mitigates risk to Fidelity and our clients (e.g., key policy awareness and compliance, looking for potential watch outs on firm practices, and collaborating with our internal partners to raise data concerns).* Oversees strategy among RM and Key Account Managers (KAM) strategic accounts to drive client satisfaction and retention by collaborating with service and other key business partners to improve and enhance their daily experience.* Cultivates collaborative relationships with key internal business partners.**Industry Expertise:*** Bachelor's degree required, MBA or other advanced degree preferred* 15+ years of successful sales or relationship management experience in a financial services industry* Institutional client management and growth experience required; strong knowledge of the RIA, Broker Dealer, Retirement and Institutional Insurance markets* A thorough understanding of the industry, financial markets, and competitive landscape* Prior leadership experience* Series 7 and 63 licenses required**The Skills Required:*** Proven success in building and leading an institutional relationship management team and driving home office engagements, net flows, and business growth* Proven track record of navigating and influencing executive level business leaders, both internal and client facing across multiple functions and businesses* Strong revenue management and overall financial acumen* Leadership, coaching, and career development skills with a tenured team of professionals* Proven leadership skills, particular on teams in face-paced, collaborative environments* Ability to work in ambiguity and set tone and pace for peers and team* Proven risk-management and problem resolution skills* Ability to recognize process inefficiency and recommend improvement opportunities.* Connecting the team and each associate to the broader organization and driving collaboration* Using sound judgement and leading through change* Driving innovation through curiosity and comprehensive understanding of business processes and challenges* Demonstrate strong investment competence across all asset classes and exceptional communication skills* Ability to interact effectively with both external clients (Analyst, Global Strategist, Investment Boards, etc.) as well as internal clients across asset management and distribution)* Demonstrate an in-depth understanding of portfolio construction and platform solutions (Advisory & Brokerage) at leading wealth management firms* Ability to travel up to 50%The base salary range for this position is $185,000-$400,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.We offer a wide range of to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please 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. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.## ## Certifications:## ## Category:## Relationship Management #J-18808-Ljbffr
    $76k-114k yearly est. 1d ago
  • Founding Client Executive

    Hikemedical

    Relationship manager job in Boston, MA

    About Hike Medical Hike Medical is reinventing musculoskeletal care, starting with feet. Our proprietary AI-vision platform turns a 30 second web-based (no sensors) foot scan into precision engineered, 3D-printed insoles that prevent pain before it starts. We're already protecting on-their-feet workforces at Fortune 50 leaders, major health systems, and middle America manufacturers. Fresh off a stealthy round with top tier VCs, we run a fast, no BS, execution-first culture out of Boston's Seaport as we sprint toward $100M ARR and standing with 10M Americans as they step into their shoes daily. First and only PDAC-approved 3D printed custom insole in the world 🌎 3 proprietary AI models that power the experience Two products: one for employers & health plans, one for clinics - creating a virtuous cycle of clinician-labeled data Expanded care access to 100,000+ Americans to date 10x'd revenue from 2023 to 2024 and on track to do the same in 2025; profitable month-over-month The Opportunity You'll be Hike's first Customer Success Leader and first full-time hire fully dedicated to owning the post-sale customer lifecycle. You'll lead our largest and most complex relationships across employers, healthcare institutions, and major ecosystem partners, making sure they launch successfully, see real outcomes, and grow with us. This role is an opportunity to manage a high-profile portfolio of our most important customers at any time, act as their go-to partner, and build the systems and rhythms that define Customer Success at Hike. This role is perfect for someone who is: Energized by large-scale enterprises and complex, multi-stakeholder engagements Extremely sociable and loves being in the middle of customer conversations Highly organized (ideally the most organized person on their current team) and thrives when there's a lot at stake You'll work closely with the leadership team, Sales, Operations, Product, and be a core driver of revenue retention and expansion. What We're Looking For These are not hard-and-fast requirements, we care more about crisp execution and ownership than checking every box. 6-10+ years in Customer Success, Account Management, or client-facing consulting Healthcare, employer benefits, MSK, occupational health, or med-device experience Experience working with large enterprises and complex programs (e.g., Fortune 100 employers, major health systems, large manufacturers) Proven ability to concurrently manage many high-profile accounts in a high-pressure environment Track record of driving adoption, renewals, and expansion in an existing book of business Exceptionally strong relationship-building and communication skills, from operators to C-suite Extremely sociable and comfortable leading customer meetings, workshops, and QBRs Highly organized with a strong system for keeping projects, stakeholders, and actions on track Experience partnering with Sales, Operations, Product, and Support On-site in Boston, five days a week Nice-to-Haves Background in digital health benefits or tech-enabled physical products Experience in venture-backed or high-growth early/growth-stage companies Exposure to building or scaling CS processes and tooling (e.g., HubSpot) Experience with complex implementations or rollouts across distributed workforces Primary Responsibilities Customer Ownership: Act as the primary point of contact for our key customers to help build deep, trust-based relationships and ensure the success of the partnerships. Manage multiple complex engagements at once with tight project plans, clear communication, and zero dropped balls. Onboarding & Launch: Lead end-to-end onboarding and rollout plans, coordinating with internal teams to ensure smooth deployment and strong early adoption. Adoption, Outcomes & Renewal: Track and report on statuses of customer relationships and and proactively drive renewal and expansion opportunities. Communicate Customer Sentiment Internally: Synthesize and share customer feedback with management team, Product, Operations, and Commercial teams to shape roadmap and focus on continuously improving the experience. Systems & Scale: Help build best-in-class playbooks, processes, and reporting that allow Customer Success at Hike to effectively scale with the business. Escalation Leadership: Own high-pressure escalations, coordinate cross-functional response, and turn issues into long-term improvements. What You'll Get Competitive cash compensation + equity Full medical, dental, and vision coverage $15K relocation bonus if needed The opportunity to build Customer Success from the ground up at a category-defining company Daily collaboration with the founding team and senior leadership Free custom insoles (of course…) #J-18808-Ljbffr
    $102k-190k yearly est. 1d ago
  • Client Director

    Arctiq: Intelligent Architecture

    Relationship manager job in Boston, MA

    Arctiq is a leader in professional IT services and managed services across three core Centers of Excellence: Enterprise Security, Modern Infrastructure and Platform Engineering. Renowned for our ability to architect intelligence, we connect, protect, and transform organizations, empowering them to thrive in today's digital landscape. Arctiq builds on decades of industry expertise and a customer‑centric ethos to deliver exceptional value to clients across diverse industries. Position Overview Are you an energetic, articulate individual with a unique approach to consultative selling of IT solutions? Your focus will be on our comprehensive solutions portfolio, including Product, Professional Service, and Managed Service offerings. In this role, you will drive sales and profitability objectives across a diverse segment of the market. You will maintain and strengthen client relationships, identify marketplace opportunities with a keen sense of charisma and persistence and prospect and engage new clients. If you have the ability to demonstrate a unique approach to consultative selling and are passionate about IT solutions, we would love to hear from you. Responsibilities Collaborate closely with clients to gain a thorough comprehension of their technological requirements and create custom solutions that meet their evolving requirements. Effectively articulate the features and advantages of Arctiq solutions while managing and exceeding customer Leverage experience in selling IT product and services to showcase the comprehensive benefits of Arctiq offerings. Work in tandem with sales leadership to establish competitive price structures, manage deal registrations, administer rebates and promotions; ensure seamless communication of these strategies to both existing and potential clients. Consistently evaluate and qualify new sales prospects, showcasing reliable sales forecasting abilities. Forge and nurture robust relationships with Arctiq's key partners, maintaining a comprehensive understanding of their offerings, services, and unique initiatives within product and services. Stay fully informed about Arctiq's service delivery capabilities and team expertise within modern technology solutions, ensuring accurate representation and alignment with client needs. Craft and deliver comprehensive product and service proposals, quotes, and responses to RFPs, including managing contracts and product leases within the modern infrastructure, security, and platform engineering space. Achieve and surpass monthly gross profit targets and quarterly Sales Quotas through strategic selling. Undertake any additional responsibilities and tasks as assigned, drawing upon experience in modern technology solutions to drive success and innovation within the organization. Qualifications 5+ years of proven sales experience in the IT industry with strong product and services knowledge. A track record of meeting or exceeding sales targets and quotas. Strong understanding of modern technology trends, including infrastructure, cloud computing, and security. Ability to discuss technical concepts with clients and provide insights into how Arctiq solutions align with their needs. Experience in building and maintaining long‑term relationships with clients. Ability to understand client pain points, anticipate their needs, and provide proactive solutions and support. Excellent verbal and written communication skills, with the ability to effectively present and explain complex technical concepts to both technical and non‑technical audiences. Strong negotiation and persuasion skills. Ability to develop and implement strategic sales plans to achieve business objectives. Identify new business opportunities, analyze market trends, and stay ahead of competitors in the modern technology space. Work collaboratively with internal teams to ensure seamless execution of sales strategies and deliver exceptional customer experiences. Highly motivated and results‑oriented, with a focus on driving revenue growth and expanding market share. Comfortable working in a fast‑paced, dynamic environment and adapting to changing priorities. Stay updated with industry developments, competitor strategies, and emerging technologies. Leverage this knowledge to position Arctiq solutions effectively in the market. Arctiq is an equal opportunity employer. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know. We celebrate our inclusive work environment and welcome members of all backgrounds and perspectives to apply. We thank you for your interest in joining the Arctiq team! While we welcome all applicants, only those who are selected for an interview will be contacted. #J-18808-Ljbffr
    $114k-163k yearly est. 1d ago
  • Private Client Relationship Manager

    Citizens 2.9company rating

    Relationship manager job in Beverly, MA

    At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team. Primary responsibilities include Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. Provide exceptional, high-touch client experiences. Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. Leverage Salesforce CRM to track activity. Measures of Success include Growth in net new investment assets in collaboration with Wealth Partners. Growth in new deposits including checking, savings, and CD balances. Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. Required Licenses: SIE, Series 6 (or 7), and Series 63 (or 66) licenses are required at time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire. Demonstrated success in a client-centric, initiative-taking sales environment. Experience establishing and maintaining relationships with clients and internal partners. Knowledge of industry regulatory requirements to ensure a sound control environment. Excellent written and verbal communication skills. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F; potential Saturday hours Pay Transparency The salary range for this position is $77,000 - $95,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** #LI-Citizens6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
    $77k-95k yearly Auto-Apply 21h ago
  • Client Solutions Manager (Technology)

    Robert Half 4.5company rating

    Relationship manager job in Boston, MA

    As a Client Solutions Manager, your responsibilities will include: + **Business development:** Develop and grow your own client base by marketing our services for full time placement solutions using your proven technology and/or recruiting background. Market via video, telephone as well as conduct in-person and virtual meetings with C-level executives and key decision makers. Client Solutions Manager will participate in local association and networking events to solidify Robert Half's presence in the local business community. + **Placement activities:** Select well-matched candidates to fulfill client job orders and maintain on-going contact with client companies and contract professionals currently on assignment to ensure both receive exceptional customer service. In addition, the client solutions manager will resolve any customer service issues quickly and efficiently to maintain the highest level of customer satisfaction. + Meet and exceed weekly business development goals. **Qualifications:** + Bachelor's degree preferred. + 2+ years of business-to-business development experience and/or working in an IT-related field is preferred. + Must have a strong desire to build a career in business development by using proven closing skills and the ability to build client relationships. + A combination of business development and account management skills are required. + Ability to multi-task and persevere in a fast-paced dynamic environment with a sense of urgency. + Must have a proven track record of success and be a competitive and self-motivated individual. Salary: The typical salary range for this position is $69,00 to $105,000. The salary is negotiable depending upon experience and location. The position is eligible for a bonus based upon achievement of performance objectives. If you are seeking a rewarding career in a challenging and dynamic environment, we invite you to apply today! **Top Reasons to Work for Robert Half:** + **EXCITING CAREER OPPORTUNITIES WITH THE INDUSTRY LEADER -** For more than 75 years, our history of success and strong client relationships provide a level of stability few companies can match. + **PERFORMANCE = REWARD -** We offer exceptional earning potential and a competitive benefits package, including a base salary and bonus pay (for talent professional positions), group health insurance benefits (medical, vision, dental), flexible spending and health savings accounts, life and accident insurance, adoption, surrogacy and fertility assistance, paid parental leave of up to 6 weeks, and short/long term disability. Robert Half provides paid time off for vacation, personal needs, and sick time. The amount of Choice Time Off (CTO) our people receive varies based on their years of service and is pro-rated based on the hours worked per week. A new hire earns up to 17 days of CTO per calendar year. Our people also receive up to 11 paid holidays per calendar year. We also offer the opportunity to contribute to our company 401(k) savings and investment plan or deferred compensation plan (if eligible), with an employer match of 100% on the first 3% of your contributions for eligible employees. Learn more at roberthalfbenefits.com . + **UPWARD MOBILITY -** With more than 300 locations worldwide, we provide excellent career advancement potential, both locally and beyond. + **TOOLS FOR SUCCESS -** We provide world-class training, client relationship management tools and advanced technology to help you succeed. + **RESPECTED WORLDWIDE -** Robert Half has appeared on FORTUNE magazine's list of "Most Admired Companies" since 1998, as well as numerous "Best Places to Work" lists around the world. + **OUTSTANDING CORPORATE RESPONSIBILITY -** We believe in an "Ethics First" philosophy, which means we are committed to social responsibility, promoting inclusion in the workplace, and actively participating in communities where we live and work. Learn more by downloading Robert Half's Corporate Responsibility Report at roberthalf.com/about-robert-half/corporate-responsibility . Robert Half is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to HRSolutions@roberthalf.com or call 1.855.744.6947 for assistance. In your email please include the following: + The specific accommodation requested to complete the employment application. + The location(s) (city, state) to which you would like to apply. For positions located in San Francisco, CA: Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. For positions located in Los Angeles County, CA: Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. **JOB LOCATION** MA BOSTON
    $105k yearly 6d ago
  • Head of EMEA and APAC Client Solutions-Investment Management, Alternatives

    Cambridge Associates LLC 4.8company rating

    Relationship manager job in Boston, MA

    Head of EMEA and APAC Client Solutions-Investment Management, Alternatives page is loaded## Head of EMEA and APAC Client Solutions-Investment Management, Alternativeslocations: London: Zurichtime type: Full timeposted on: Posted Yesterdayjob requisition id: JR0000056**Firm Overview:**Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit .** Summary:**Position Overview: The Head of EMEA and APAC Client Solutions is a strategic leadership role and a key member of the Global Client Solutions Leadership team. This individual is responsible for driving revenue growth and market expansion and overseeing client engagement efforts in the EMEA and APAC regions. This role leads the development and implementation of business develop strategies together with practice leadership and manages teams responsible for all phases of the prospect and client journey in the regions. They will work closely with the Global Client Solutions team to ensure a seamless client experience and contribute to the development of new client opportunities.**Job Description:****Key Responsibilities:****Strategic Leadership & Revenue Growth:*** Develop and implement the regional business development and client engagement strategy in alignment with global objectives.* Work with the EMEA and APAC GCS team and Sales Operations to identify areas of development and growth ensuring alignment with the company's growth and client service goals.* Foster a culture of excellence, collaboration, and innovation within the team.**Client Engagement:*** Establish and maintain a robust client engagement framework with appropriate resources across practice areas to enhance the client experience throughout the client life cycle.* Collaborate with investment teams, PIM, CIT and Legal & Compliance to ensure client-centric solutions and services.**Business Development & Market Expansion:*** Lead all pipeline-building activities, including lead generation, qualification, and conversion strategies within the EMEA and APAC regions.* Identify and pursue new market opportunities, emerging client segments, and innovative business channels.* Foster and manage strategic partnerships to enhance market reach and drive business growth**Operational Excellence:*** Streamline regional operations in collaboration with marketing, onboarding, and investment teams.* Champion a data-driven approach to improve processes and client outcomes.**Collaboration & Communication:*** Work closely with the Global Head of Client Solutions, sales operations, regional marketing and regional practice heads to ensure alignment and consistency in client solutions while retaining regional nuance and regulatory awareness.* Communicate effectively with internal and external stakeholders to promote the company's vision and objectives.**Qualifications:*** Bachelor's degree in Business, Finance, Marketing, or a related field; MBA or advanced degree preferred.* 15+ years of progressive experience leading a senior sales or client engagement function within the financial services industry with a data-driven culture.* Strong leadership skills with a track record of building and managing high-performing teams.* Excellent strategic thinking and problem-solving abilities.* Demonstrated ability to drive growth and innovation in a competitive market.* Strong communication and interpersonal skills.* Ability to work collaboratively across global teams and functions.* Multilingual preferred**Reporting Line:**This role reports directly to the Global Head of Client Solutions.Employees of Cambridge Associates Ltd. or an affiliated firm, are prohibited from employment or other association with any company, organization, business, or other entity that is involved in any way with the securities or financial services industry except for those entities that are directly affiliated with Cambridge Associates Ltd. Employees are prohibited from acting as a Trustee or Director of, or accepting a similar position of responsibility with, any entity that is a client of or directly affiliated with a client of Cambridge Associates Ltd. or any of its affiliated companies without prior written consent from the Chief Compliance Officer of Cambridge Associates Ltd. Employees are prohibited from serving on the investment or finance committee of any company or organization with investable funds, or likely to develop investable funds, without prior written consent from the Chief Compliance Officer of Cambridge Associates Ltd. If applying for the role, you need to inform the Recruiter if there are any potential conflicts with the above.The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.Since our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.### Get in TouchIntroduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment. Our work helps our clients do good in the world, and we embrace the opportunity to contribute to their positive impact. #J-18808-Ljbffr
    $131k-172k yearly est. 3d ago
  • Commercial Banker, Healthcare, Higher Education & Non-Profit, Middle Market Banking, Vice President

    Jpmorgan Chase & Co 4.8company rating

    Relationship manager job in Boston, MA

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as aCommercial Banker is for you. As a Commercial Banker on the Healthcare, Higher Education & Non-Profit (HHN) Commercial Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Healthcare, Higher Education & Non-Profit. The Healthcare, Higher Education & Non-Profit team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. Job Responsibilities Manage and develop relationships with non-profit clients whose annual revenue ranges from $50 million to $150 million. Champion a culture of innovation and a customer centric mindset by serving as a Relationship Manager for HHN customers and prospects Develop new, and deepen existing, HHN relationships by focusing on key commercial banking solutions (e.g. credit, treasury, liquidity) and partner with other lines of business and business segments (e.g. Public Finance, Asset Management, and Consumer Banking) to develop fulsome relationships for the firm Stay current with HHN industry trends to identify opportunities for innovation or strategic partnerships and bring thought leadership to our HHN customers and prospects Serve as an ambassador for the firm by bringing the full resources of JPMorgan Chase to our HHN customers and prospects (e.g. Corporate Responsibility, ESG, DEI) Mentor junior members on the HHN team, including Analysts and Associates, to contribute to the long-term success of our business and to assist with talent development Required Qualifications, Capabilities and Skills 5 plus years' direct lending or credit support related experience, with a focus on business relationships Understanding of Commercial Banking products and services Knowledge of the local market Ability to collaborate with internal partners and resources Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Sales management and business development skills Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training preferred Excellent verbal, written and listening communication skills Strong creative solution and problem solving abilities Proficiency in building and maintaining positive client relationships About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations. #J-18808-Ljbffr
    $78k-130k yearly est. 4d ago
  • Personal Lines Client Success Manager

    Vaco By Highspring

    Relationship manager job in North Andover, MA

    About the Role We're looking for a Personal Lines professional to service, retain, and grow a book of personal insurance clients. You'll handle day?to?day service needs, guide customers through coverage decisions, and ensure a smooth, positive experience at every touchpoint. This position is onsite. Key Responsibilities Conduct annual protection reviews and recommend coverage updates. Support clients through the claims process and coordinate with carriers. Manage policy changes, renewals, and endorsements accurately. Address cancellation inquiries and help retain clients through problem?solving and clear communication. Maintain clean, up?to?date client records and prepare required documents (ID cards, certificates, schedules, etc.). Provide general customer support-including phone coverage, mail handling, and documentation duties. Stay current on products, carrier updates, and licensing/CE requirements. Qualifications 3+ years of personal lines agency or brokerage experience. Strong customer service, communication, and follow?through. Ability to handle complex or stressful situations calmly and professionally. Solid understanding of billing impacts and policy transactions. Professional phone etiquette and strong attention to detail. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.
    $62k-96k yearly est. 2d ago
  • Regional Manager, Signature, Aviation

    Libertycsllc

    Relationship manager job in Boston, MA

    About Liberty: Founded in Boston, Massachusetts in 2007, Liberty offers expertise in a broad array of construction and equipment services nationwide including general requirements, equipment, supply, concrete, special projects, and site access solutions. Our experience, combined with our innovative approach and stellar customer service, ensures a seamless experience -with safety and reliability at the forefront. We've built strong relationships with key contractors and clients in every sector, including commercial, residential, healthcare, and higher education. For more information, visit our website ****************************** Overview: The Regional Manager is responsible for leading, mentoring and collaborating with Project Managers to oversee and supervise the overall performance of his/her projects. The Division Manager serves as a valuable resource for the operations staff in areas of project team performance, client relations, contract negotiations and compliance, trade partner management, schedule and budget management, compliance with company safety and quality standard operating procedures, and work acquisition strategies. This individual must be an exceptionally strong leader, communicator and advocate for team collaboration and innovation, and must have the ability to lead, manage, cultivate and mentor team members to promote their professional growth. This individual must also be an experienced construction management professional and leader, since the employee may be assigned as the senior constructional professional on multiple building construction projects. Responsibilities Overall Focus: Work with Operations leadership team to set the business direction and strategy for the General Conditions Division in the Northeast Region Oversee execution of the region's goals as outlined in the group's business plan; develop portions of business plan for roll up into consolidated division business plan Develop divisional expertise, serve as regional market expert; share market knowledge with leadership and division Ensure corporate vision and strategies are communicated to Project Managers by their teams Work Acquisition and Client Management: Lead work acquisition team in pursuits Identify and cultivate new client relationships; develop relationship with, and have the pulse of, existing clients Direct the strategy and content of group proposals and/or presentations Recommend operational improvements to the COO Ensure client satisfaction through formal informal (client interaction, community events, etc.) channels Assist in strategic subcontractor, vendor management Actively participate in industry events and associations Sector P&L Management: Review and analyze weekly financial reports on projects; provide guidance and direction to Project Executives Review and Sign-off on all monthly billing submitted to client, to ensure accuracy and proper organization Ensure appropriate financial projections for each project and implement strategies to achieve goals NOI forecasting and maintenance projections Revenue and income commitments General Conditions G&A planning and management Risk management Cash flow Contracts to prescribed limits Coordination of legal matters Development of People: Seek out and recruit key staff Evaluate team performance and provide direction Build future leaders through mentoring Support training and curriculum development and planning Create sector organizational structure and staffing Career pathing Development Retention Preconstruction: Oversee preconstruction efforts on all General Conditions projects in the SE Region Develop and submit billable rate sheets for any new projects Develop and submit Labor Budgets for any new projects Construction Operations: Ensure division's projects are set up for success, consistent with the forecast, P&L, and individual project budgets as outlined in the group's business plan Ensure all construction activities are consistent with Liberty's Standard Operating Procedures Conduct weekly meetings with Project Managers and entire team to review division's performance in its entirety Review schedule updates and participate in monthly meetings with COO Review monthly KPIs, evaluate trends and drive improvement Ensure performance corrections are implemented to achieve client satisfaction Ensure that Employee labor classes, wages, benefits, and billable rates are consistent with company guidelines Ensure that all employee labor classes, benefits, and billable rates are accurate and that any changes are communicated to the accounting team Oversee the operations and profitability of the Southeast General Conditions Warehouse, for both materials and rentals Qualifications Bachelor's Degree 5-10 years of Commercial business development and operations experience in the construction industry ideally within assigned region A deep understanding of the business of the clients within the Southeast Region Demonstrated leadership skills, highly positive outlook, flexible, team building experience Must possess Liberty's Core Values: Passion, Integrity, Hard Work and Professionalism Energetic, enthusiastic self-starter with excellent verbal and written communication skills and an eye for detail Outstanding team player with excellent interpersonal skills Ability to work in a fast paced environment Working Conditions While performing the duties of this job, the employee is regularly required to sit for long periods of time; talk or hear; perform fine motor, hand and finger skills in the use of a keyboard, telephone, or writing. The employee is frequently required to stands; walk; and reach with arms and/or hands. Specific vision abilities include close vision, distance vision, depth perception and the ability to adjust focus. The employee will spend their time in an office environment with a quiet to moderate noise level. Job site walking. EEO Statement Liberty provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, pregnancy or maternity, national origin, citizenship, genetic information, disability, protected veteran, gender identity, age or any other status protected by law. This policy applies to recruiting, hiring, transfers, promotions, terminations, compensation, benefits, and all other terms and conditions of employment. Liberty will not tolerate any unlawful discrimination toward, or harassment of, applicants or employees by anyone at Suffolk, or anyone working on behalf of Liberty. #J-18808-Ljbffr
    $99k-171k yearly est. 3d ago
  • Portfolio Relationship Manager - Data Centers

    Associated Bank-Corp 4.6company rating

    Relationship manager job in Boston, MA

    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. Drive Strategic Lending & Build High-Impact Relationships Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio Relationship Manager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions, and internal teams to drive deal execution, underwriting, and portfolio growth. In this role, you'll do more than just manage loans-you'll be a key partner in sourcing new transactions, negotiating complex credit structures, and ensuring seamless execution from origination to funding. You'll also lead a team of talented portfolio managers, mentoring and shaping the next generation of financial professionals. What You'll Do: * Be a Dealmaker - Partner with the Group Leader to source, structure, and execute new lending opportunities with sponsors and financial institutions. * Own the Credit Process - Lead the underwriting and credit approval process, ensuring transactions align with our strategic goals and risk framework. * Manage High-Value Portfolios - Oversee existing and new transactions, handling loan modifications, compliance tracking, legal documentation, and financial analysis. * Build Key Relationships - Act as the central point of contact for borrowers, sponsors, legal advisors, risk teams, and internal stakeholders, ensuring a seamless lending experience. * Lead & Develop Talent - Manage a team of portfolio managers, providing mentorship, training, and oversight to drive operational excellence and career growth. * Navigate Complex Deals - Leverage your deep industry knowledge to navigate credit structuring, due diligence, and market trends in the data center financing space. What You Bring: * 4+years of experience in credit underwriting, financial analysis, and portfolio management. * 2+ years of strong industry knowledge in data centers, infrastructure, or commercial lending. * 2+ years of expertise in financial modeling, risk assessment, and loan structuring. * 2+ years of proven ability to manage client relationships and negotiate deal terms. * 4+ years of advanced skills in Microsoft Suite (Excel, PowerPoint, Outlook, Word, Access). * 2+ years of formal credit training (preferred), but strong analytical and structuring skills are key. * Bachelor's degree Business, Finance, Accounting, Economics or other related discipline, or equivalent related experience required. Why Join Us? * High-Impact Role - Be at the center of complex, high-value transactions with direct visibility from leadership. * Growth & Leadership - Take ownership of your portfolio while mentoring a team and shaping the future of our lending operations. * Collaborative Culture - Work alongside top-tier professionals in a fast-paced, team-driven environment. * Exciting Industry - Play a pivotal role in financing the infrastructure that powers the digital world. If you're a strategic thinker who thrives on structuring deals, building relationships, and leading teams, we want to hear from you. Apply now and take your career to the next level! In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more. Personal banking, loan, investmentand insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish. Associated Bank is Pay Transparencycompliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $118,860.00 - $203,760.00 per year
    $118.9k-203.8k yearly 4d ago
  • Senior Banker - Medfield Financial Center

    Bank of America Corporation 4.7company rating

    Relationship manager job in Medfield, MA

    This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities Assists, educates, and trains clients on conducting simple transactions through self-service technologies Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Confident in identifying solutions for helping new and existing clients based on their needs Strong written and verbal communications skills Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone) Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances Applies strong critical thinking and problem-solving skills to meet clients' needs Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws) Can be flexible to work weekends and/or extended hours as needed Desired Qualifications: Associate's Degree or Bachelor's Degree in business, finance or a related field Experience working in a financial center where goals were met or exceeded Retail and/or sales experience in a salary plus incentive environment Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded Experience with financial information, spreadsheets and financial skill Knowledge of banking products and services Strong computer skills including Microsoft applications and previous experience utilizing laptop technology Skills: Active Listening Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Shift: 1st shift (United States of America) Hours Per Week: 40
    $89k-155k yearly est. 4d ago
  • Senior Private Wealth Banker

    U.S. Bank 4.6company rating

    Relationship manager job in Boston, MA

    A leading financial institution in Boston seeks a Private Banker to develop, manage, and retain high net worth client relationships. The role involves providing financial advice, ensuring compliance with regulations, and utilizing strong relationship management skills. Candidates should possess a Bachelor's degree and five years of relevant experience in private wealth management. This position offers competitive salary and comprehensive benefits. #J-18808-Ljbffr
    $73k-119k yearly est. 1d ago
  • Pharmaceutical Account Manager

    Company Is Confidential

    Relationship manager job in Manchester, NH

    At ADP, we're proud to partner with some of the most innovative biopharmaceutical companies in the world-and right now, we're hiring directly on behalf of one of our clients for a full-time Territory Account Manager role. This is a direct hire opportunity with a forward-thinking organization that's redefining patient care through cutting-edge science and compassionate service. If you're passionate about making a real impact and want to be part of a team that values bold ideas and meaningful work, this could be the career move you've been waiting for. Ready to take your career to the next level while doing work that truly matters? What You'll Do We're seeking a driven Account Manager to champion an innovative infusion therapy in neurology. If you thrive in specialty healthcare sales, excel at building relationships, and love turning clinical insights into powerful customer value, this role is for you. Grow territory performance through strategic planning and targeted customer engagement Meet and exceed sales goals while championing customer satisfaction. Deliver clear, compelling clinical messaging to multidisciplinary decision-makers Build strong partnerships with clinics, infusion centers, specialty pharmacies, and health systems Navigate complex access and reimbursement landscapes across payer channels Stay ahead of market trends to identify new opportunities What You Bring A bachelor's degree (BA/BS) from an accredited institution 4+ years of experience in pharmaceutical, biologic, medical device, or specialty healthcare sales Proven sales success and strong communication skills Proven success in meeting or exceeding sales targets Ability to quickly learn complex clinical information Experience in infusion, rare disease, specialty pharmacy, or neurology preferred Must possess a valid driver's license and be willing to travel throughout the assigned territory What Will Set You Apart Background in promoting specialty, rare disease or CNS products Strong analytical skills to leverage sales data for strategy A collaborative spirit and adaptability in fast-paced environments Exceptional communication, presentation, and negotiation skills A self-starter mindset with strong organizational skills Salary range: $155,000 - $168,000, plus eligibility for a sales incentive target of $41,500 and participation in the company's long-term incentive plan. Actual compensation may vary based on location, experience, and qualifications. Benefits include Paid time off (PTO) Health coverage (Medical, Dental, Vision) 401(k) with company match Company car. We are an equal opportunity employer workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. This posting is confidential; company details will be shared during later stages of the recruitment process.
    $47k-77k yearly est. 2d ago
  • 2026 Commercial Banking Rotation Program

    Banktalent HQ

    Relationship manager job in Whitinsville, MA

    We have a Unique opportunity to join the UniBank team as part of the 2026 Commercial Banking Rotation Program. This position reports directly to our Chief Lending Officer and will work closely with other teams across the Bank. We are group of talented, professional individuals passionate about supporting our customers and co-workers. We're looking for someone who thrives in a position where delivering exceptional customer service is expected, who gets excited about learning new things, and wants to work in an environment where no two days will ever be the same. If being part of a team that gets to make a difference in their community is what you have been looking for - then come join us! Important Dates Application portal will be open January 2026 Applications will be received until March 28, 2026 Final decisions will be made by April 18, 2026 Offers must be accepted by May 9, 2026 Position Overview The Commercial Banking Rotation Program is a 2-3-year rotational program designed to help you launch a challenging, accelerated and rewarding career. You'll have the tools to build a strong foundation in Commercial Credit Analysis, Commercial Risk Management, Commercial Relationship Management and other various functions and products offered to our customers. Throughout your rotations, you'll be an integral part of the team and have a wide variety of hands-on experiences. You'll develop a thorough understanding of commercial banking and risk management, while learning the fundamentals of relationship management, underwriting and portfolio management. Ongoing training will provide an in-depth look into critical teams and support functions, offering you a unique perspective across the Bank. You'll receive ongoing mentorship and career development from seasoned leaders and executives across UniBank, helping you build the necessary skills, competencies and experiences to accelerate your career. Challenging team and individual projects, client interaction and broad business exposure, will allow you to develop a strong foundation in financial & credit analysis, relationship management & sales while you grow as a leader in the financial services industry. Credit Rotation Formal credit training takes place with our Credit Administration team. As part of the on-the-job credit training, you will perform the following underwriting responsibilities: Prepare loan approval packages, in partnership with Commercial Banking and Sr. Credit team members for credit decisioning. Provide complete analysis of loan approval packages for new credit requests, as well as annual reviews of existing relationships, utilizing the various underwriting methods as established by Credit Administration. Analyze financial information to identify key strengths, credit risks, and mitigating factors associated with credit requests. Determine appropriate loan structures and banking solutions to meet customer needs. Monitor credit exposure for portfolio relationships. Participants will also be enrolled in the Credit Apprentice Training Program sponsored by the MA Bankers Association. Lending Rotations The Lending Rotations take place with our Business Banking, Commercial Banking and Commercial Portfolio teams. Associates will demonstrate their credit and sales skills, with direct involvement in the prospecting and loan approval process. Specific responsibilities include: Working with assigned group to analyze/structure debt facilities, conduct relationship reviews, create marketing plans, identify ancillary product opportunities, and conduct industry research. Observing and participating in prospect and customer calls. Observing and participating in sales, workload, and loan committee, meetings. Learning risk mitigation processes and understand various aspects of risk and compliance. Gaining an understanding of loan documentation and the loan closing process. Developing an understanding of the full breadth of UniBank's products and services offerings. Education, Training and Work Experience Bachelor's degree in Business related field required. Strong preference for Finance or Accounting major or concentration. Professional experience in financial, credit, or statistical analysis, and/or statement spreading and assessing companies through internships, part-time or full-time work, and/or extracurricular activities preferred. Excellent verbal, written and interpersonal communication skills. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems. Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Must be self-motivated with strong initiative, accountability, and attention to detail. NOTE: This position overview is not intended to be all-inclusive. Employees may perform other related duties as negotiated to meet the ongoing needs of the organization. About UniBank We are UniBank, a team of civic-minded financial professionals and all-around great people working together to enrich people, businesses and municipalities across New England. We don't abide by the doctrine of big, national banks. What we believe is different. What we believe is unique. We believe in our community. And we believe in the people who live here. We believe in committing time and financial support to local nonprofits. We believe in finding innovative solutions for affordable housing, community development and independent business. And yet, we are bankers. We are a mutual bank, owned by its customers, dedicated to local service. We are technology leaders. Since launching our first online payment platform in 2003, we've never stopped delivering the most effective technology to our customers. We are a unique blend of consumer, civic and business banking with more than 150 years of history. We are an exception to the rule. We are UniBank. Bank Different. Bank Unique. This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. UniBank is committed to fair, competitive, and market-informed pay for our employees. The estimated salary range for this position is $55,000 to $65,000. Final offer will be determined based on a particular candidate's unique combination of factors such as skills, education, experience and certifications. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current employees as part of any final offer. UniBank supports the internal growth and development of our employees and so it is rare to have an initial employment offer at the top of a positions pay grade. As a candidate, you are encouraged to have an open conversation with the hiring team regarding any compensation and benefit related questions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status as a veteran or as an individual with a disability. Participant in e-verify
    $55k-65k yearly 4d ago
  • Premier Account Manager

    Granite Telecommunications 4.7company rating

    Relationship manager job in Quincy, MA

    Granite delivers advanced communications and technology solutions to businesses and government agencies throughout the United States and Canada. We provide exceptional customized service with an emphasis on reliability and outstanding customer support and our customers include over 85 of the Fortune 100. Granite has over $1.85 Billion in revenue with more than 2,100 employees and is headquartered in Quincy, MA. Our mission is to be the leading telecommunications company wherever we offer services as well as provide an environment where the value of each individual is recognized and where each person has the opportunity to further their growth and achieve success. Granite has been recognized by the Boston Business Journal as one of the "Healthiest Companies" in Massachusetts for the past 15 consecutive years. Our offices have onsite fully equipped state of the art gyms for employees at zero cost. Granite's philanthropy is unparalleled with over $300 million in donations to organizations such as Dana Farber Cancer Institute, The ALS Foundation and the Alzheimer's Association to name a few. We have been consistently rated a "Fastest Growing Company" by Inc. Magazine. Granite was named to Forbes List of America's Best Employers 2022, 2023 and 2024. Granite was recently named One of Forbes Best Employers for Diversity. Our company's insurance package includes health, dental, vision, life, disability coverage, 401K retirement with company match, childcare benefits, tuition assistance, and more. If you are a highly motivated individual who wants to grow your career with a fast paced and progressive company, Granite has countless opportunities for you. EOE/M/F/Vets/Disabled General Summary of Position: We are seeking business-oriented, customer service driven professionals to provide high quality service to Fortune 500 level customers. Duties and Responsibilities: Maintain and manage Granite's Premier accounts. 24 x 7 availability to support your assigned accounts. Conduct weekly meetings with assigned Premier accounts. Minute each meeting weekly and follow up on all actions Areas of responsibility for each account include but are not limited to maintenance of phone lines, outages, billing, reporting, etc. Communicate directly with customers, sales and internal staff. Required Qualifications: Bachelor's Degree Intermediate to advanced knowledge of Microsoft Excel and MS Access Preferred Qualifications: Excellent customer service skills Ability to work under pressure Ability to meet deadlines Excellent problem-solving skills Ability to work independently as well as in a group Strong multi-tasking and organizational skills Excellent interpersonal and communication skills #LI-MS1
    $60k-93k yearly est. 1d ago
  • Account Manager, VISTA

    Presidio Networked Solutions, LLC

    Relationship manager job in Woburn, MA

    Presidio, Where Teamwork and Innovation Shape the Future AtPresidio, we're at the forefront of a global technology revolution, transforming industries throughcutting-edge digital solutions and next-generation AI. We empower businesses-and their customers-to achieve more through innovation, automation, and intelligent insights. The Role Presidio has an exciting opportunity for individuals who want to grow their careers as a technology sales professional. The Sales Account Manager position for Presidio's Vista team is responsible for engaging with customers and technology partners to drive business growth. You will focus on nurturing and expanding relationships with existing clients, as well as prospecting for new business opportunities. A key part of your success will be your ability to manage your accounts with operational efficiency, ensuring smooth delivery of solutions and strong account management practices. Travel Requirements: This position is remote, and thus minimal travel is required outside of team events. 10-15% travel. Responsibilities include: Customer Engagement & Account Growth: Develop and strengthen relationships with existing customers, ensuring high customer satisfaction and identifying upsell/cross-sell opportunities. Prospecting New Business: Identify and engage with prospective customers in target industries, developing new business leads, and converting prospects into long-term clients. Sales Strategy Execution: Develop and execute account plans that align with your sales targets and the customer's business objectives. Collaborate with internal teams to leverage resources and technology solutions. Operational Command: Maintain a strong operational understanding of your accounts, ensuring seamless delivery of services and solutions. Track performance metrics, forecast revenue, and analyze account health. Collaboration with Partners: Build and maintain relationships with Presidio's technology partners, such as AWS, Microsoft, and Cisco, to create joint go-to-market strategies and drive value to your customers. Achieve & Exceed Quotas: Meet or exceed your assigned revenue targets and customer engagement goals through proactive relationship management and consultative selling Required Skills and Professional Experience: Bachelor's degree or equivalent experience and/or military experience 3-5 years of account management or sales experience, preferably in the technology industry, and experience working with technology partners (e.g., AWS, Cisco, Dell, Microsoft) and leveraging those relationships to drive joint sales opportunities. Proven track record of meeting or exceeding sales targets with a focus on customer retention and new business development. Strong operational skills: Ability to manage multiple accounts with a focus on efficiency, forecasting, and account health tracking. Preferred Skills and Professional Experience: Excellent communication and interpersonal skills: Ability to build relationships at all levels of the customer organization. Bachelor's degree in business, sales, or related field. Highly motivated and results-driven, with a passion for building relationships and delivering customer success. Ability to work both independently and as part of a collaborative team. Problem-solving mindset with a focus on delivering tailored solutions to customer challenges. Your future at Presidio JoiningPresidiomeans stepping into aculture of trailblazers-thinkers, builders, and collaborators-who push the boundaries of what's possible. With our expertise in AI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world. Here,your impact is real.Whether you're harnessing the power of Generative AI, architecting resilientdigital ecosystems, or drivingdata-driven transformation, you'll be part of a team that is shaping the future. Ready to innovate? Let's redefine what's next-together. About Presidio At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio's expert technical team develops custom applications, provides managed services, enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information, visit ***************** ***** Applications will be accepted on a rolling basis. Presidio is an Equal Opportunity / Affirmative Action Employer / VEVRAA Federal Contractor. All qualified candidates will receive consideration for this position regardless of race, color, creed, religion, national origin, age, sex, citizenship, ethnicity, veteran status, marital status, disability, sexual orientation, gender identification or any other characteristic protected by applicable federal, state, and local statutes, regulations, and ordinances. To read more about discrimination protections under Federal Law, please visit: If you have any difficulty using our online system and need an accommodation in the job application process due to a disability, please send an email to for assistance. Presidio is a VEVRAA Federal Contractor requesting priority referrals of protected veterans for its openings. State Employment Services, please provide priority referrals to . Notice to Massachusetts Candidates: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Recruitment Agencies, Please Note: Presidio does not accept unsolicited agency resumes/CVs. Do not forward resumes/CVs to our careers email address, Presidio employees or any other means. Presidio is not responsible for any fees related to unsolicited resumes/CVs. #LI-LM1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $58k-95k yearly est. 1d ago
  • Regional Head, Client Solutions (EMEA & APAC) - Investment Management

    Cambridge Associates LLC 4.8company rating

    Relationship manager job in Boston, MA

    A leading global investment firm is seeking a Head of EMEA and APAC Client Solutions to drive revenue growth and oversee client engagement across regions. Candidates should have over 15 years of experience in senior sales roles within the financial services sector, strong leadership and strategic skills, and prefer multilingual abilities. This role involves collaborating with global teams and implementing client-centric strategies to enhance the overall client experience. #J-18808-Ljbffr
    $131k-172k yearly est. 3d ago
  • Senior Private Banker & Wealth Advisor

    Jpmorgan Chase & Co 4.8company rating

    Relationship manager job in Boston, MA

    A leading financial institution seeks a Private Banker in Boston to manage client relationships and advise on wealth management. Candidates should have over ten years in Private Banking, strong sales success, and the required financial licenses or the ability to obtain them. The role involves working closely with clients to provide a tailored service that meets their needs and objectives. Excellent communication skills and a strong community presence are essential for success in this position. #J-18808-Ljbffr
    $65k-159k yearly est. 4d ago
  • Pharmaceutical Account Manager

    Company If Confidential

    Relationship manager job in Nashua, NH

    At ADP, we're proud to partner with some of the most innovative biopharmaceutical companies in the world-and right now, we're hiring directly on behalf of one of our clients for a full-time Territory Account Manager role. This is a direct hire opportunity with a forward-thinking organization that's redefining patient care through cutting-edge science and compassionate service. If you're passionate about making a real impact and want to be part of a team that values bold ideas and meaningful work, this could be the career move you've been waiting for. Ready to take your career to the next level while doing work that truly matters? What You'll Do We're seeking a driven Account Manager to champion an innovative infusion therapy in neurology. If you thrive in specialty healthcare sales, excel at building relationships, and love turning clinical insights into powerful customer value, this role is for you. Grow territory performance through strategic planning and targeted customer engagement Meet and exceed sales goals while championing customer satisfaction. Deliver clear, compelling clinical messaging to multidisciplinary decision-makers Build strong partnerships with clinics, infusion centers, specialty pharmacies, and health systems Navigate complex access and reimbursement landscapes across payer channels Stay ahead of market trends to identify new opportunities What You Bring A bachelor's degree (BA/BS) from an accredited institution 4+ years of experience in pharmaceutical, biologic, medical device, or specialty healthcare sales Proven sales success and strong communication skills Proven success in meeting or exceeding sales targets Ability to quickly learn complex clinical information Experience in infusion, rare disease, specialty pharmacy, or neurology preferred Must possess a valid driver's license and be willing to travel throughout the assigned territory What Will Set You Apart Background in promoting specialty, rare disease or CNS products Strong analytical skills to leverage sales data for strategy A collaborative spirit and adaptability in fast-paced environments Exceptional communication, presentation, and negotiation skills A self-starter mindset with strong organizational skills Salary range: $155,000 - $168,000, plus eligibility for a sales incentive target of $41,500 and participation in the company's long-term incentive plan. Actual compensation may vary based on location, experience, and qualifications. Benefits include Paid time off (PTO) Health coverage (Medical, Dental, Vision) 401(k) with company match Company car. We are an equal opportunity employer workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. This posting is confidential; company details will be shared during later stages of the recruitment process.
    $47k-78k yearly est. 2d ago

Learn more about relationship manager jobs

How much does a relationship manager earn in Cambridge, MA?

The average relationship manager in Cambridge, MA earns between $64,000 and $136,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.

Average relationship manager salary in Cambridge, MA

$93,000

What are the biggest employers of Relationship Managers in Cambridge, MA?

The biggest employers of Relationship Managers in Cambridge, MA are:
  1. Citi
  2. U.S. Bank
  3. Integrated Resources
  4. Rockland Trust
  5. TWM Executive Search
  6. Associated Bank
  7. Northeastern University
  8. US Pharma Lab
  9. Chubb
  10. First Citizens Bank
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