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Senior Private Banker & Wealth Advisor
U.S. Bankruptcy Court-District of Ct
Relationship manager job in Danbury, CT
A leading financial institution is seeking a Private Banker in Connecticut to manage client relationships and advise on wealth management strategies. Responsibilities include advising on investment management, financial planning, and generating new business. Required qualifications include a Bachelor's Degree and licenses (Series 7, 66). This role offers a competitive compensation package including health benefits and opportunities for professional development.
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$53k-119k yearly est. 1d ago
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Director, Client Delivery Lead
Limelight Health 4.3
Relationship manager job in Greenwich, CT
WHO WE ARE:
Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value - and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2,500 distributors and partners, and over 2 million policyholders.
WHO YOU ARE:
The Director, Client Delivery Lead is accountable for execution on the client project work prioritized to meet key client targets and outcomes. You will have a keen understanding of the SDLC to delivering projects in both waterfall and agile methodologies, and an ability to quickly assess impact and risk mitigation approaches across client programs. Working with peers, Account Executives, and technology teams in the organization, you will help achieve your clients' target outcomes within the overall Zinnia portfolio of programs. You will lead a team of Program Leads/Project Leads working to support your clients' initiatives and will drive adherence to key standards and practices to increase predictability in our delivery outcomes.
WHAT YOU'LL DO:
Support client discussions and planning activities to outline high level full year portfolio roadmap, driven by prioritized requests and client defined business value
Work with Client Account Manager to prepare and facilitate strategic client planning sessions at least quarterly to prioritize work needed for client to achieve key business outcomes for the upcoming year
Collaborate with peer Delivery Leads, Client Account execs, and internal Technical Lead resources to forecast resource demands and manage prioritization on a recurring and as needed basis by working with internal stakeholders
Monitor and manage Client portfolio status, including delivery progress, project spend, cross projects dependencies, P&L, risks and issues
Work with Program and Project Manager client teams to drive consistent use of defined reporting and dashboards for project tracking and proactive identification of risks to timelines, scope, budget and quality
Act as the first point of escalation for project delivery, working to identify remediation steps with internal stakeholders including impact of remediation to overall Zinnia portfolio, and reporting back to client with mitigation plan
Support periodic (at least monthly) leadership Client discussions, including key Zinnia constituents (Client Account Executive, others as needed) to assess key wins, areas of opportunity with resulting plan of action and readout in subsequent monthly
Drive Client conversations on scope management with proactive data to reflect trends and options to meet targets based on priority of time, cost, scope
Improve team performance by leading, mentoring, training, motivating, and building team cohesiveness, Work with the teams to continually improve project/program controls, methods and tools
Drive contract review and approval process, working with internal legal teams and Client Account Exec team member prior to submission to Client
Support Program and Project Manager client teams review and approve of billable effort/cost weekly, in addition to monthly invoice generation
Participate in monthly finance discussions to review P&L by providing proactive information on potential project risks and mitigation steps actioned
WHAT YOU'LL NEED:
Bachelor's degree in business or a closely related field, Master's Degree preferred, or equivalent work experience.
10 plus years of Project Management Experience - CAPM, PMP or similar designation preferred
15 plus total technology experience
Demonstrated ability to manage a project using a variety of methodologies (Waterfall, Agile, Scrum, Kanban, etc). 4-6 years in an Agile environment preferred
Demonstrated understanding and experience within full software development project lifecycle in complex technical environments.
Knowledge of project management tools and software such as Microsoft PowerPoint, Excel, Visio, SharePoint, Jira, etc.
Experience with third-party system support with preference given to insurance / financial services platforms.
Knowledge of IT systems, governance and compliance.
Proven problem solving, decision making, analytical and organizational skills are required.
Ability to tailor communications and influence critical decisions with a variety of stakeholders.
Capability to work within broadly defined parameters.
Strong results orientation, organization and management skills.
Lead and focus the efforts of others to established goal.
Effectively drive results with cross-functional teams in a matrixed organization.
Experience with conversions and implementations.
Mentor Technical Project Managers as required.
Develop relationships, with a strong focus on communication and change management.
Knowledge of annuities and life products
PMI- ACP, CSM or equivalent preferred
Able to travel a minimum of 10% of the time.
WHAT'S IN IT FOR YOU?
Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. The expected salary range for this position is $180,000 - $200,000, dependent on skills and location. The salary range is a good faith estimate based on what a successful candidate might be paid in certain Company locations. All offers presented to candidates are carefully reviewed to ensure fair, equitable pay by offering competitive salaries that align with the individual's skills, education, experience, training, and geographic location and may be above or below the stated amounts. We're looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done.
Visit our website at ************** for more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.
Notice for California residents: Information about how we collect and use your personal information can be found here
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A leading financial services firm is seeking a Private Banker to work within their U.S. Private Bank. The role involves advising clients on wealth management, generating new business, and ensuring exceptional client experience. Ideal candidates will have at least six years of experience in Private Banking, a Bachelor's degree, and a client-focused mindset. Strong sales acumen and understanding of investments are essential. This is an opportunity to work with a talented team and develop your career.
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$54k-132k yearly est. 2d ago
National Manager, Team for Cures (Endurance Events)
Multiple Myeloma Research Foundation-MMRF 3.6
Relationship manager job in Norwalk, CT
The Multiple Myeloma Research Foundation (MMRF) is the largest nonprofit in the world solely focused on accelerating a cure for each and every multiple myeloma patient. We drive the development and delivery of next-generation therapies, leverage data to identify optimal and more personalized treatment approaches, and empower myeloma patients and the broader community with information and resources to extend their lives. Central to our mission is our commitment to advancing health equity so that all myeloma patients can benefit from the scientific and clinical advances we pursue. Since our inception, the MMRF has committed over $500 million for research, opened nearly 100 clinical trials, and helped bring 15+ FDA-approved therapies to market, which have tripled the life expectancy of myeloma patients. To learn more, visit ****************
MMRF CORE VALUES:
At the MMRF our core values define both who we are and how we work together as an organization. We believe in investing in our team and building a culture that will help us pursue our highest level mission to accelerate a cure for each and every multiple myeloma patient. Our five core values are expressed below:
Prioritize Patients - Patients are at the center of everything we do.Every decision we make is grounded in the needs and best interests of the patients we serve.
Drive Innovation - We are committed to pursuing big, bold ideas.Taking risks, trying new approaches, and challenging the status quo are necessary to speed new discoveries.
Deliver Solutions - Taking on complicated challenges is what sets us apart. To deliver results, we must be decisive, take action, and act with urgency on behalf of the myeloma community.
Do It Together - We know that together, we are stronger.We work cross-functionally with the entire community to achieve our mission and are invested in the success of others.
Build Trust - We build trust-based relationships. We advocate for each and every myeloma patient by committing to diversity, equity, and inclusion and treating others with respect.
POSITION OVERVIEW:
The National Manager, Team for Cures (Endurance Events) is a leadership role on the peer-to-peer fundraising team, reporting to the Director, Peer-to-Peer Fundraising Team for Cures. The National Manager leads the strategic growth, implementation, and execution of the organization's endurance-based fundraising initiatives, including marathon, hike, cycling, and virtual endurance events. This individual will be responsible for implementing peer-to-peer fundraising best practices to drive successful event recruitment and fundraising outcomes. They will oversee the endurance program expansion's, participant recruitment, and revenue growth strategies to achieve fundraising goals.
The National Manager is a revenue-generating role that will lead a small team responsible for reaching and exceeding fundraising goals. Additionally, this role will manage their own portfolio of events and as needed, local/regional create your own fundraising events.
The National Manager brings experience in managing fundraising staff, working collaboratively within a large team, and a demonstrated history of successful direct fundraising responsibilities in charity marathon programs. They also bring knowledge and experience in executing hike, cycling, and wraparound event/third party/DIY fundraising events and stewarding volunteers.
The ideal candidate is a seasoned peer-to-peer fundraising professional who is a quick-on-their feet relationship builder and fundraiser, demonstrates strong business acumen, professionalism, and possesses leadership and coaching qualities. You know how to build and grow a peer-to-peer fundraising event through engagement, recruitment, fundraising, and marketing/promotion, while engaging volunteer champions. You instinctively promote and provide ongoing customer-service centered outreach to ensure participants are engaged in fundraising, volunteerism, and community-building. You thrive in a large team, love to collaborate, coach, inspire others, and celebrate others' wins.
KEY RESPONSIBILITIES INCLUDE:
Leadership & Effective Team Management
Lead the organization's endurance events fundraising portfolio, including the following revenue targets for 2026: $1.4 million marathon program, $100,000 hike program, and $150,000 cycling program
Lead, coach, mentor, and effectively mobilize a small team of fundraising staff
Support team's development of fundraising plans to achieve revenue and recruitment goals; Offer continued support and coaching.
Ensure processes are being adhered to and that direct reports are accountable
Operations
Collaborate with Fundraising Operations Manager and Director, Peer-to-Peer Fundraising to develop processes to support successful program implementation.
Ensure clear communication with stakeholders, and increase efficiencies across internal endurance fundraising team.
Oversee the successful launch and implementation of existing and new endurance events, ensuring participant satisfaction, operational excellence, and revenue delivery.
Manage budgets, revenue forecasts, and performance metrics to track financial outcomes and growth opportunities.
Strategic Planning
Develop and execute a strategy to grow the organization's marathon-based fundraising teams and endurance programs.
Listen and elevate ideas from direct reports to successfully support program expansion.
Act as a thought-partner in exploring revenue-diversification opportunities, including sponsorship opportunities.
Effective Cross-Functional Team Collaboration
Collaborate with Development, Marketing, Strategic Partnerships, and regional P2P teams to strengthen participant and revenue pipelines, as well as elevate brand presence at endurance events.
Collaborate with partner agencies to ensure the successful launch of our experiential fundraising events, from website launch to event day.
Communications
Develop or complete reports and presentations to share strategy, programmatic updates and revenue progress.
Assist in the development of fundraising communications.
Create any graphics or promotional collateral, if needed
Owned Portfolio of Fundraising Events
Lead recruitment and stewardship of volunteer leaders, endurance athletes, and fundraising participants.
Provide customer service and tailored support to fundraisers, donors, and community members
Cultivate key partnerships with race organizers, sponsors, and community stakeholders to expand team participation and visibility.
Identify and implement innovative strategies to retain fundraisers and increase average fundraising per participant.
Other duties as assigned.
Qualifications:
REQUIRED:
7+ years experience in peer-to-peer fundraising programs
At least 2+ years direct walk or run program fundraising experience; 2+ years directly overseeing marathon events
Strategic planning and revenue growth expertise
Proven track record of exceeding goals
Strong, clear communication and team leadership skills
Excellent writing skills
Event coordination and large-scale fundraising success
Budget management and contract knowledge
Excellent customer service
Project management and multitasking abilities
Ability and willingness to travel
Goal-oriented with ability to motivate and empower others
Volunteer management experience (building committees, local boards, volunteer training)
Corporate sponsorship prospecting, recruitment, and cultivation experience
Fundraising platform & CRM knowledge and proficiency (DonorDrive, Salesforce, and Concur knowledge a plus)
Project management skills
Canva proficiency
Microsoft proficiency (Teams, Excel, PowerPoint)
PREFERRED:
Bachelor's degree
Public speaking experience
Experience participating in or managing charity teams for major marathon events (Boston, Chicago, New York City, etc.).
Technical proficiency
EEO STATEMENT
The Multiple Myeloma Research Foundation (MMRF) is an equal opportunity employer and does not discriminate against any candidate based on race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital
status, sex, gender, gender identity, gender expression, age, military and veteran status, sexual orientation, or any other factor protected by federal, state, or local law.
The MMRF does not sponsor/facilitate any type of work authorization for this role. All applicants must currently have original valid unrestricted authorization to accept new employment in any role in the U.S. with any employer. There is also no future employer-provided sponsorship for this role to obtain or extend authorization to work in the U.S.
$100k-150k yearly 5d ago
Relationship Manager, VP
Morgan Stanley 4.6
Relationship manager job in Harrison, NY
Morgan Stanley at Work ("MSAW") is a division within Morgan Stanley Wealth Management, comprised of Shareworks by Morgan Stanley and Equity Edge Online, Marketing, Retirement Plan Solutions, and Financial Wellness. Our division offers in-depth knowledge and resources focused on providing a full range of solutions that help address various institutional and employee financial challenges and complexities.
The RelationshipManager (RM) position is responsible for the equity compensation relationship within MSAW. They are responsible for partnering with the companies key administrative contacts (Stock Plan managers and analysts). They must possess a strong working knowledge of the plan and how the plan is established within the Morgan Stanley system. This will require the candidate to be responsible for the satisfaction of the service delivery for the corporate stock plan and ensure the plan is utilizing all the components of our services to enhance the efficiency of the delivery.
Service delivery within the corporate client expands beyond the primary administrative contacts. This will include individuals within human resources, benefits, compensation, and finance departments. A successful candidate must have excellent interpersonal skills, proven problem solving skills, a strong knowledge of equity compensation and ESPP plans, and an appreciation for the challenges that face todays administrators within the industry.
Primary Responsibilities May Include:
* Collaborate with others to assist clients and ensure all clients receive timely responses
* Conduct quarterly reviews to share product trends and enhancements along with detailed plan level statistics to update the client on plan health
* Regular contact with clients to maintain a high level of personal interaction
* Monitor client satisfaction through internal benchmarks as well as regularly inquiring about their level of satisfaction with the administration
* Promoting and sharing best practices from our products and the industry on how to improve service and execution
* Align client requests and expectations with business needs and constraints while maintaining a positive relationship with client contacts
* Coordinate new projects with client and internal team. Maintains and tracks an open items log and ensures client satisfaction and remediation for all items.
* Engage with the various Morgan Stanley service support organizations to ensure awareness of plan rules and key events for adequate support
* Keep open communications with internal business partners regarding plan events, open items, or key issues impacting the plan that may impact overall strategic plans for the company.
* Maintain education of the industry and product by attending industry webcasts and Morgan Stanley promoted education forums; and share relevant information from the education sessions with the client base as applicable
* Work with all colleagues professionally and respectfully by sharing information and aiding in high volume times when necessary.
Qualifications:
* Bachelor's degree required along with 5-10 years of industry experience
* A strong understanding of the executive compensation, stock plan, and ESPP industries
* Prior Private Equity experience preferred.
* Excellent interpersonal and communications skills
* Some travel will be required
* Organizational skills to track and maintain open issues for multiple projects.
* Ability to work under periods of extreme pressure with very tight time constraints, i.e. periods of unexpected high volume activity on major client event or a designated project.
* Ability to make a case for difficult decisions and present to management.
* Ability identify problems and articulate the concern both verbally and in written form to clearly communicate the item to internal and external stakeholders needed for resolution.
* Comfortable in running a meeting and speaking in large groups
* Certified Equity Professional designation and Shareworks experience a strong plus.
* Appropriate securities licenses required (FINRA Series 7, and 63 or 66) or willingness to be obtained within 180 days of hire.
* A strong working knowledge of MS office products.
* This position requires you to be on-site in the office at least 3 days per week
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $110,000 and $185,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$110k-185k yearly Auto-Apply 6d ago
Branch Relationship Manager
Ives Bank 3.3
Relationship manager job in Danbury, CT
Job Title: Branch RelationshipManager (Bi-Lingual)
Summary: The Branch RelationshipManager is responsible for successfully leading their branch sales and relationship building, including its daily operations, service quality, and financial performance. Works with group leaders and assigned staff members with service as a Bank-wide focus.
Key responsibilities include, team leadership, meeting/exceeding branch performance goals, managing all aspects of branch operations, maintaining a high level of service quality, producing accurate branch service quality, producing accurate branch reporting, branch compliance, branch security, assisting with sales/marketing activities and maintaining branch condition.
Branch and Personal Sales Performance Goals/Reporting
Achieve branch goals for customer satisfaction, account openings, deposit growth, loan origination, and referrals
Provide sales support to team utilizing sales coaching techniques to ensure established branch goals are attained
Open, cross sell, maintains existing accounts and products to new and existing customers; monitor sales for team daily
Take a proactive sales and service approach by following up with customers, making calls with an emphasis on setting appointments for other financial needs.
Assist in outside sales calls on local businesses as needed.
Work with assigned Community Development Manager, Mortgage, Commercial and Investment Representatives to meet required monthly referral goals
Review and monitor referrals in CRM and Excel
Proactively notify Retail Branch Support Manager of situations related to personnel, customers, competition and market trends that have the potential to affect future performance
Prepare and implement a cross-training plan with each staff member on products and services.
Work with staff on making recommendations for customers by using open-ended questions.
Expands branch network and sales opportunities by developing relationships with individuals and businesses throughout the community
Obtains appropriate approval for customer exceptions as required by the bank policy
Conduct bi-weekly one-on-one meetings with each employee to assess development needs
HR Management Functions
Partner with Branch Support Manager and HR in the interviewing process of new hire candidates
Monitor all performance and conduct periodic performance reviews/coaching sessions for staff members; review, approve performance reviews for direct and indirect reports
Complete performance reviews on time for each direct and indirect report. Submit to Branch Support Manager, or SVP Retail Banking for approval and delivery
Review incentive compensation for accuracy and communicate with employees on their progress
Add and review team feedback and provide action plans or performance improvement plans as needed
Review staffing needs to make sure branch is staffed properly during peak hours
Manage employee time and attendance by verifying time worked and approving time cards before weekly cutoff
Assist and support other branches for staffing as needed
Team Leadership/General Management
Follow all Bank policies/procedures
Is aware of and complies with CRA guidelines and policies, ethics policy, and the bank's non-discrimination policy; complies with banking regulations
Comply with all daily, monthly and quarterly security procedures
Perform and/or assist with all branch audits such as semi-annual Branch audit, safe deposit box audit, teller cashbox audits, marketing audits, etc.
Comply with BSA requirements relating to Suspicious Activity Reporting, Currency Transaction Reporting, OFAC and red flags
Coach staff to provide consistent customer service and how to recognize sales and cross-selling opportunities
Provide a minimum of one piece of valuable feedback in Threads two times quarterly for a team member or business partner
Consistently read feedback and follow up with relevant training, mentoring, encouragement and accountability for individuals on their team
Always demonstrates Banks Core Values
Assist fellow employees with enthusiasm and motivation
Maintains neat work area, follows the Banks Clean Desk Policy and assists team members to do the same
Strike a balance between individual work and delegation of assignments
Service/Branch Operations
Supervise the day-to-day operations of the Branch and ensures all team members have adequate skills and product knowledge
Delegate responsibilities and performing scheduling to efficiently service customer requests and manage periods of heavy traffic at the branch
Monitor team performance related to outstanding service that achieves high customer satisfaction and builds strong, long-term customer relationships
Maintain the condition of branch building and equipment, such as ATM's, including cleanliness, security and maintenance
Monitor customer complaints and record in the Complaint Tracker with resolution; provide reminders and training when needed for staff to bring complaints forward and track accordingly
Assist branch employees when needed
Provide on the spot customer service coaching as needed to assist team member with prof
$68k-99k yearly est. 60d+ ago
Relationship Manager
MTC Holding Corporation
Relationship manager job in Shelton, CT
RelationshipManager, Trust Investment Solutions
Midwest Advisors, a nationally recognized investment advisory firm, is seeking to hire an experienced RelationshipManager. We offer the opportunity to join a fast-growing business unit, competitive salary, incentives, participation in a bonus pool and an outstanding benefits package.
Job Description:
The RelationshipManager is responsible for building strong relationships with the Trust Investment Solutions team's clients. This team delivers the firm's fiduciary-quality investment solutions and white-glove supporting services to community bank trust departments and independent trust companies throughout the country.
We are seeking an ambitious and experienced professional who will utilize superior client service and relationship building skills to retain and grow existing and new client relationships. This role is multi-faceted and requires a willingness to collaborate with a range of investment professionals within the firm to deliver our client-focused investment solutions and supporting services. This role is consultative in nature as it is focused on understanding each client's unique needs and developing a comprehensive plan to address their current and future business needs.
The RelationshipManager has the opportunity to leverage the team's exceptional reputation and experience in the industry to serve as a trusted resource for our clients. Must be able to develop and implement strategies to enhance client retention and sustainable growth through exceptional service and proactive communication. Success in this role is measured by the ability to help our clients serve their existing clients and grow their business.
Requirements
Qualifications:
· Bachelor's degree
· 5-10+ years of relationshipmanagement experience in the financial services industry
· Extensive investment knowledge
· Strong time management and organization skills
· Excellent communication skills - interpersonal, verbal and written
· Strong work ethic - honest, reliable and disciplined
· Willingness to travel; Core hours are standard
· Proficient in Microsoft Office and CRM-related software
Work Schedule Expectations:
1. This is a full-time exempt position with a professional-level work schedule equivalent to 40 hours per week, generally aligned to Monday through Friday, standard business hours (e.g., 8:00 a.m. - 5:00 p.m.).
Due to the client-facing nature of Trust & Fiduciary Services, the position requires flexibility in scheduling, including adjusting hours as needed to meet client deadlines, attend meetings, or manage complex trust matters.
2. The role requires periodic travel to client sites, referral partners, and company offices.
3. Occasional early morning, evening, or limited weekend availability may be required for client meetings or events.
4. Actual hours worked may vary depending on business demands, but exempt status means the role is not eligible for overtime compensation.
Firm Description:
Founded in 1966, Midwest Advisors is an independent, privately-owned, fee-based registered investment advisor (RIA) which provides fiduciary-quality investment solutions to a broad range of clients. Please visit our website at ***********************
to learn more about the firm, our team and our services.
Salary Description $100,400 - $169,400 plus sales+ service incentive
$100.4k-169.4k yearly 60d+ ago
Junior Relationship Manager
The Network 101
Relationship manager job in Newtown, CT
We are looking for a Client Facing Jr. RelationshipManager at our smaller office in Newtown, CT.
Salary + bonus $60-85k, +15% commission.
This position offers direct, defined path to grow in Financial Services. Beginning with 2 months of training you'll be given a book of business to manage comprised of established clients nationwide that is yours to grow and handle as you see fit with significant upside potential. This is open to training the right individual who is coming from Operations in Financial services non-client facing who wants a client facing position.
You'll have the opportunity to work supporting the senior stakeholders at institutional clients nationwide.
This firm is one of the leading providers of tech-enabled deposit and cash management strategies, serving banks, brokerages/RIA, wealth managers, leading banks, non-profits, and other institutions nationwide, with over $22B AUM.
They are employed owned since 2003,
innovative and named one of the "Best Places to Work in FinTech" by
American Banker
in 2024. This job will be based in one of the firms' offices in Northern Fairfield County
Salary & bonus dependent on experience. Superb benefits and flexible schedule
Requirements:
Bachelor's degree: Economics or Finance a plus
Must be willing to travel to and be based out their Northern Fairfield County office
Knowledge of fixed income markets, and familiarity with US short-term rate policy, a plus
Must be articulate, polished, and able to present to senior stakeholders
Willingness to travel to clients once per month.
$74k-110k yearly est. 60d+ ago
Relationship Manager, Newburgh
Openlane
Relationship manager job in Newburgh, NY
Who We Are:
At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, we've been committed to making dreams come true for independent car dealers. AFC's finance solutions work with more than 12,000 independent dealerships across North America freeing up cash flow to give them more time to focus on building their business. Our solutions amplify purchasing power so dealers can stock their dealership lot with vehicles their customers seek. Learn more about AFC, here: ****************************
AFC is proud to be a subsidiary of OPENLANE. AFC's core business complements the other business units within the OPENLANE group of companies. For more information, visit ********************************
AFC's Core Values:
Elevating Relationships. We connect deeply with our customers - celebrating their wins and supporting their struggles as if they were our own.
Powered by Passion. We believe that “passion is our superpower” and that every success is built upon the commitment and perseverance of our employees.
Vision-driven. We look ahead to the bigger picture so our customers can be prepared; after all, their success is our destination.
Dedicated to You. We demonstrate value and appreciation by recognizing and validating each other's efforts. We stand committed to the success of our customers.
We're looking for:
A RelationshipManager with a strong background in building customer relationships, fostering a positive local culture focused on employee development, and driving business growth. You will be part of the AFC team responsible for portfolio management, risk mitigation, team member development, and ensuring operational efficiencies. In this role, you will have the opportunity to utilize your experience in sales, customer service, and leadership. The ideal candidate will have three (3) years of people leadership experience and a minimum of six (6) years of relevant experience in customer-facing, sales, or sales support roles.
You are:
Focused on Elevating Relationships: you believe integrity and honesty build long-lasting relationships; connecting with your customers as well as your team, celebrating their wins, and supporting them through their struggles.
Powered by Passion. You are obsessed with customer service and driven to help our customers realize their unlimited potential. You understand that our dealers' success relies on your commitment and perseverance.
Vision-Driven. You prioritize understanding your customers' future needs and are dedicated to continuous improvement. You make it easier for customers to do business while preparing for what's to come.
Dedicated. You have an unwavering "people-first" commitment to ensure success and provide support to both your customers and team.
You will:
Cultivate new business relationships and manage customer acquisition.
Coach and develop your team in portfolio management, data analysis, and business development.
Conduct regular meetings with your team to align on goals and strategy.
Provide industry-leading knowledge to help customers manage and grow their businesses.
Forecast opportunities and challenges based on understanding local area and customer operations.
Lead prospecting, growth, and portfolio development efforts.
Act as a trusted advisor through collaboration with internal stakeholders and external partners.
Ensure compliance with applicable laws and codes for the assigned geographic area.
Who you will work with:
Reporting to the Regional Director, this role will collaborate with various teams, including Credit, Contracting, Collections, Training, and Operations, on a regular basis. You will also interact with customers and external partners, building strong relationships and providing exceptional service.
Must Have's:
5+ years of experience in customer-facing, sales, sales support roles.
3+ years of people leadership experience
Experience in team management and building strong sales relationships
Passion for leading people, projects, and budgets
Ability and desire to frequently travel within your market to support our current and prospective customer base.
Familiarity with risk management principles and collections procedures
High level of accountability towards local goals and business targets.
Nice to Have's:
Experience in the automotive, financial services, or related industries.
Basic understanding of financial statements
Proficiency in Google Workspace, Salesforce, Tableau
Familiarity with customer relationshipmanagement (CRM) tools
What We Offer:
Competitive pay
Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US)
Immediately vested 401K (US) or RRSP (Canada) with company match
Paid Vacation, Personal, and Sick Time Paid maternity and paternity leave (US)
Employer-paid short-term disability, long-term disability, life insurance, and AD&D (US)
Robust Employee Assistance Program
Employer paid Leap into Service Day to volunteer
Tuition Reimbursement for eligible programs
Opportunities to expand your skill set and share your knowledge across a publicly traded, global organization
Company culture of internal promotions, diverse career paths, and meaningful advancement
Sound like a match? Apply Now - We can't wait to hear from you!
Compensation Range of
Annual Salary: $90,000.00 - $100,000.00
(Depending on experience, skill set, qualifications, and other relevant factors.)
Bonus Range
Target Bonus Range: $0.00 - $20,000.00
$90k-100k yearly Auto-Apply 44d ago
Relationship Manager, Newburgh
Openlane, Inc.
Relationship manager job in Newburgh, NY
Who We Are: At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, we've been committed to making dreams come true for independent car dealers. AFC's finance solutions work with more than 12,000 independent dealerships across North America freeing up cash flow to give them more time to focus on building their business. Our solutions amplify purchasing power so dealers can stock their dealership lot with vehicles their customers seek. Learn more about AFC, here: ****************************
AFC is proud to be a subsidiary of OPENLANE. AFC's core business complements the other business units within the OPENLANE group of companies. For more information, visit ********************************
AFC's Core Values:
Elevating Relationships. We connect deeply with our customers - celebrating their wins and supporting their struggles as if they were our own.
Powered by Passion. We believe that "passion is our superpower" and that every success is built upon the commitment and perseverance of our employees.
Vision-driven. We look ahead to the bigger picture so our customers can be prepared; after all, their success is our destination.
Dedicated to You. We demonstrate value and appreciation by recognizing and validating each other's efforts. We stand committed to the success of our customers.
We're looking for:
A RelationshipManager with a strong background in building customer relationships, fostering a positive local culture focused on employee development, and driving business growth. You will be part of the AFC team responsible for portfolio management, risk mitigation, team member development, and ensuring operational efficiencies. In this role, you will have the opportunity to utilize your experience in sales, customer service, and leadership. The ideal candidate will have three (3) years of people leadership experience and a minimum of six (6) years of relevant experience in customer-facing, sales, or sales support roles.
You are:
* Focused on Elevating Relationships: you believe integrity and honesty build long-lasting relationships; connecting with your customers as well as your team, celebrating their wins, and supporting them through their struggles.
* Powered by Passion. You are obsessed with customer service and driven to help our customers realize their unlimited potential. You understand that our dealers' success relies on your commitment and perseverance.
* Vision-Driven. You prioritize understanding your customers' future needs and are dedicated to continuous improvement. You make it easier for customers to do business while preparing for what's to come.
* Dedicated. You have an unwavering "people-first" commitment to ensure success and provide support to both your customers and team.
You will:
* Cultivate new business relationships and manage customer acquisition.
* Coach and develop your team in portfolio management, data analysis, and business development.
* Conduct regular meetings with your team to align on goals and strategy.
* Provide industry-leading knowledge to help customers manage and grow their businesses.
* Forecast opportunities and challenges based on understanding local area and customer operations.
* Lead prospecting, growth, and portfolio development efforts.
* Act as a trusted advisor through collaboration with internal stakeholders and external partners.
* Ensure compliance with applicable laws and codes for the assigned geographic area.
Who you will work with:
Reporting to the Regional Director, this role will collaborate with various teams, including Credit, Contracting, Collections, Training, and Operations, on a regular basis. You will also interact with customers and external partners, building strong relationships and providing exceptional service.
Must Have's:
* 5+ years of experience in customer-facing, sales, sales support roles.
* 3+ years of people leadership experience
* Experience in team management and building strong sales relationships
* Passion for leading people, projects, and budgets
* Ability and desire to frequently travel within your market to support our current and prospective customer base.
* Familiarity with risk management principles and collections procedures
* High level of accountability towards local goals and business targets.
Nice to Have's:
* Experience in the automotive, financial services, or related industries.
* Basic understanding of financial statements
* Proficiency in Google Workspace, Salesforce, Tableau
* Familiarity with customer relationshipmanagement (CRM) tools
What We Offer:
* Competitive pay
* Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US)
* Immediately vested 401K (US) or RRSP (Canada) with company match
* Paid Vacation, Personal, and Sick Time Paid maternity and paternity leave (US)
* Employer-paid short-term disability, long-term disability, life insurance, and AD&D (US)
* Robust Employee Assistance Program
* Employer paid Leap into Service Day to volunteer
* Tuition Reimbursement for eligible programs
* Opportunities to expand your skill set and share your knowledge across a publicly traded, global organization
* Company culture of internal promotions, diverse career paths, and meaningful advancement
Sound like a match? Apply Now - We can't wait to hear from you!
Compensation Range of
Annual Salary: $90,000.00 - $100,000.00
(Depending on experience, skill set, qualifications, and other relevant factors.)
Bonus Range
Target Bonus Range: $0.00 - $20,000.00
$90k-100k yearly Auto-Apply 37d ago
Senior Commercial Banking Relationship Manager
Nbtbancorp
Relationship manager job in Newburgh, NY
Pay Range: $128,088.00 - $170,754.00Responsible for New Business Development activities, dealing with large, high net worth customers and complex transactions. Evaluates loan applications and assesses credit worthiness of applicant. Maintains a loan portfolio that includes gathering relevant financial data and maintaining customer relationships. Complies with bank policies, and Federal/State regulations dealing with Commercial Lending. Assists less experienced loan officers with training, consultation, and guidance.
Education and Experience:
4 year degree or related experience
7-10 years of Commercial Lending experience
Skills and Abilities:
Strong accounting and credit analysis background
Strong communication skills
Ability to attain/exceed established business goals
Strong management and leadership skills
Ability to use various computer programs and bank accounting system
Strong oral and written communication skills
Understanding of economics, general business/commercial finance and accounting
Legal knowledge of lending practices
Unique Job Characteristics and Requirements:
Needs to be a strong negotiator on behalf of the bank
Travel less than 50%
Driver's License required
Reliable transportation required
Tasks Performed:
40% Develops a profitable relationship portfolio through New Business Development activities with relationships normally involving large customers with complex borrowing, depository and Trust needs. Maintains awareness and adherence to Bank policy as well as all Federal/State regulations affecting commercial lending.
25% Maintains and services a loan portfolio including the timely gathering of financial data and keeping contact with customer, properly documenting borrower status through file write-ups.
20% Evaluates loan applications by analyzing borrower capacity, financial data, industry trends, collateral position, management ability and then uses personal judgment to determine credit worthiness.
10% Assists less experienced loan officers by providing training, advice, and guidance.
5% Other duties as assigned.
Physical Requirements:
Communicate effectively with internal and/or external customers
Stationary 75% of time or greater
Move Objects to Maximum 10 lbs
Why Work at NBT
At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success.
Wellbeing
At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.
Community Involvement
NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.
Culture
NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.
Career Development
Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.
Total Rewards
NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way.
Business Stability
NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.
Benefits for Full-Time Employees:
Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Pet Insurance: For all your furry friends.
Financial and Banking Services: Various banking services benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week:
Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave: For your health and safety.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various banking services benefits and financial planning assistance.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
$128.1k-170.8k yearly Auto-Apply 26d ago
Client Partner, Democratic Political Lead
xAI
Relationship manager job in Washington, NY
xAI's mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motivated, and focused on engineering excellence. This organization is for individuals who appreciate challenging themselves and thrive on curiosity. We operate with a flat organizational structure. All employees are expected to be hands-on and to contribute directly to the company's mission. Leadership is given to those who show initiative and consistently deliver excellence. Work ethic and strong prioritization skills are important. All engineers are expected to have strong communication skills. They should be able to concisely and accurately share knowledge with their teammates.
About the Role
We are seeking a dynamic and experienced Client Partner to join X's world-class team of media professionals, where you will drive revenue growth by building strong relationships among Democratic political agencies, committees, advocacy groups and organizations. In this role, you will create impactful, consultative sales strategies to showcase X's advertising products, helping advertisers connect with consumers and achieve their marketing goals. Ideal candidates are passionate about X's mission to preserve free expression and choice, thrive in collaborative environments, and bring a deep understanding of the social media landscape to fuel innovative advertising solutions.
Responsibilities
Establish and nurture collaborative business relationships between X and Democratic political candidates, causes, advocacy groups and committees, as well as their marketing agencies.
Develop consultative sales presentations to demonstrate how X's advertising products can be leveraged to effectively engage voters.
Partner with customers to build and execute high-impact campaigns, measure performance and drive upselling opportunities to fuel revenue growth.
Stay at the forefront of thought leadership by immersing yourself in the evolving social media landscape and adapting to X's ongoing product developments.
Mentor new team members, fostering a collaborative and high-performing team culture as the organization grows.
Required Qualifications
8+ years of experience working in digital media sales or buying with political campaigns, committees and political marketing agencies.
Established relationships with marketing decision-makers, campaign consultants and their agencies.
Proven track record of developing and growing a book of business through full-funnel marketing solutions.
Exceptional communication and presentation skills, with the ability to articulate complex ideas clearly.
Deep understanding of X, the social media landscape, and opportunities for marketers to leverage these platforms.
Bachelor's degree (BA/BS) or equivalent relevant experience.
Preferred Qualifications
Vertical experience with Democratic political agencies, committees and consultants.
Strong aptitude for creative problem-solving and a preference for working in small, collaborative teams.
A passion for X's mission to create a marketplace that enables economic success for all participants.
Experience mentoring or onboarding team members in a fast-paced, high-growth environment.
A proactive mindset with the ability to adapt to rapidly evolving industry trends.
A sense of humor and enthusiasm for thriving in a dynamic, mission-driven organization.
Annual Salary Range: $135,000 - $250,000 USD
Annual Salary Range
$135,000 - $250,000 USD
Benefits
Base salary is just one part of our total rewards package at X, which also includes equity, comprehensive medical, vision, and dental coverage, access to a 401(k) retirement plan, short & long-term disability insurance, life insurance, and various other discounts and perks.
xAI is an equal opportunity employer. For details on data processing, view our
Recruitment Privacy Notice.
$135k-250k yearly Auto-Apply 12d ago
Merrill Market Client Relationship Manager
Bank of America 4.7
Relationship manager job in Stamford, CT
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The Market Client RelationshipManager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client RelationshipManager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
Responsibilities:
Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
Oversees the client service experience and reviews the approval of new client accounts
Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Specific responsibilities include, but are not limited to:
Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
Managing the branch's Wealth Management Client Associates and Service Support Staff
Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
Required Qualifications:
Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
Minimum of 5+ years professional experience
Key Qualifications for the role:
Current or previous Merrill Wealth Management experience strongly preferred
Self-motivated and client centric
Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
Prior trend analysis experience
Strong customer service and communication skills
Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
Desired Qualifications:
Bachelor's degree or equivalent work experience
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Skills:
Compensation Analysis
Performance Management
Process Performance Management
Referral Management
Workforce Planning
Due Diligence
Internal Audit Review
Leadership Development
Recruiting
Risk Management
Client Management
Customer Service Management
Employee Counseling
Succession Planning
Trade Operations Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CT - Stamford - 301 TRESSER BLVD (CT9301) Pay and benefits information Pay range$115,000.00 - $160,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$115k-160k yearly Auto-Apply 60d+ ago
Salesforce (Functional or Technical Sales / Client Engagement)
Sonsoft 3.7
Relationship manager job in Berlin, CT
Sonsoft , Inc. is a USA based corporation duly organized under the laws of the Commonwealth of Georgia. Sonsoft Inc. is growing at a steady pace specializing in the fields of Software Development, Software Consultancy and Information Technology Enabled Services.
Job Description
At least 5 years of experience in technology consulting, enterprise or solutions architecture and architectural frameworks.
At least 3 years in a Sale Support / Client Engagement Role for new or existing deployments, RFP, SOW, Sales Presentation Creation experience
At least 3 years of experience in Salesforce development and implementations Skills with good command on Apex, Visual force, controllers, triggers, batch processes, APIs and web services.
At least 3 years of experience in implementing CRM solutions with a minimum of 3 years Salesforce Force.com platform/Sales Cloud/Service Cloud implementations
Thorough understanding on the Life Cycle of Development including Salesforce Deployment/Packaging effectively using Metadata API, ChangeSet and Ant.
Best Practices understanding on Coding Standards, Deployment, Apex, VF, Salesforce Integration, Security implementations
Experience on Force.com Integration Technologies (WebServices, 3rd Party tool like CastIron/Boomi) to Integrate with On-Premise systems like Siebel, OMS and Java Based Systems
Complete understanding of governor limits
Implement SOAP ./ REST based web services
Develop Web Services classes on Force.com platform and WSDL Generation
Writing Apex Classes, Visual Force Pages, Apex Triggers, Controllers, JQueries to implement complex business requirements
Fluent with SOSL and SOQL , Workflows
Hands on experience with Tools like Data Loader, Eclipse, SoapUI, APEX Explorer, Ant Scripts, AJAX tool kit
Migration of all the Customizations including Custom Configurations, packages, and other objects from Sandbox to Production environment
Customizations of Reports, Dashboards, Workflows, Approval Processes
Certified Salesforce Advanced Administrator.
Salesforce configuration activities like workflow rules, setting up profiles, permissions sets, sharing rules, approval process, process builder.
Experience with custom reporting, modifying pages, views and dashboards
Able to understand user requirements and convert them into of Salesforce.com technical requirements, system configuration
Ability to work independently and as part of a team
Ability to be flexible with change
Good written and verbal communication skills a must
Ability to work closely within a team environment
Platform Dev1/2 or DEV 501 Certification
SOAP implementation of the APIs both Enterprise and Partner WSDL
Single Sign On
Java experience is a big plus
< OR >
FUNCTIONAL:
At least 5 years' experience in in translate functional requirements and business rules into technology solutions and develop a technical strategy, and be able to create and effectively demonstrate solutions that address customer requirements.
At least 3 years in a Sale Support / Client Engagement Role for new or existing deployments, RFP, SOW, Sales Presentation Creation experience
Familiarity with Salesforce latest product launches including Wave Analytics, Lightning.
Ability to work in team in diverse/ multiple stakeholder environment
Experience and desire to work in a Global delivery environment
Well versed with Configuration and customizations of objects
Understanding of market and technology trends.
Analytical skills
Experience and desire to work in a management consulting environment that requires regular travel
Experience in at least one of the following:-
Certified Salesforce Advanced Administrator (Highly Desired)
Salesforce configuration activities like workflow rules, setting up profiles, permissions sets, sharing rules, approval process, process builder.
Experience with custom reporting, modifying pages, views and dashboards
Able to understand user requirements and convert them into of Salesforce.com technical requirements, system configuration
Ability to work independently and as part of a team
Ability to work closely within a team environment
Platform Dev1/2 or DEV 501 Certification (Highly Desired):-
SOAP implementation of the APIs both Enterprise and Partner WSDL
Single Sign On
Java experience is a big plus
At least 2 years' experience in translate functional requirements and business rules into technology solutions and develop a technical strategy, and be able to create and effectively demonstrate solutions that address customer requirements.
Familiarity with Salesforce latest product launches including Wave Analytics, Lightning.
Ability to work in team in diverse/ multiple stakeholder environment
Experience and desire to work in a Global delivery environment
Well versed with Configuration and customizations of objects
Qualifications
Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.
At least 11 years of experience in Information Technologies.
Additional Information
** U.S. Citizens and those who are authorized to work independently in the United States are encouraged to apply. We are unable to sponsor at this time.
Note:-
This is a Full-Time & Permanent job opportunity for you.
Only US Citizen, Green Card Holder, GC-EAD, H4-EAD & L2-EAD can apply.
No OPT-EAD, H1B & TN candidates please.
Please mention your Visa Status in your email or resume.
** All your information will be kept confidential according to EEO guidelines.
$107k-151k yearly est. 60d+ ago
Sr. Manager of CRM & Customer Insights
Eileen Fisher 4.7
Relationship manager job in Irvington, NY
EILEEN FISHER creates simple, sustainable, timeless clothes designed to work together as a system. We make our clothes with intention, supporting people to build their wardrobe meaningfully each season. And we make our clothes to last-and then take them back through our Renew team to be reworn and loved again, or through our Waste No More team, to be remade into entirely new felted designs. We believe in the fundamental potential of every person-our employees, our customers and those who make our clothes-and are committed to cultivating conditions that empower people. It's all part of our commitment to doing business in a way that helps build a better industry. And a better future. EILEEN FISHER is a certified B Corporation, which means we voluntarily meet high criteria for social and environmental performance, accountability, and transparency.
Values Statement:
As a founder led Company, our values are deeply embedded in and shape our culture. Our values are a shared responsibility embodied in every position, and are intended to be woven into all that we do; how we approach our work and how we interact with one another. Our values support our commitment to Diversity, Equity + Inclusion, and our commitment to Sustainability guides us to protect our limited natural resources, fight climate change, support human rights and social impact, and inspire the fashion industry to embrace circularity.
We are authentic
We thrive in connection
We trust each other
We innovate through creativity
We are committed to the health of the whole
We are united by purpose
Position Summary:
*This is a hybrid position based in Irvington, NY*
We are seeking a dynamic and data-driven Senior Manager of CRM and Customer Insights to lead our customer relationship strategy and uncover deep consumer insights that fuel personalization, retention, and lifetime value across all channels.
You will play a critical role in shaping the customer journey, driving loyalty, and maximizing the ROI of our CRM and data initiatives-leveraging the power of Salesforce Data Cloud & Loyalty Management to unify and activate customer data at scale.
This role is ideal for someone with a strong blend of analytical skills, CRM lifecycle expertise, and a passion for using advanced data platforms to inform meaningful customer experiences in the fashion or retail space.
Key Responsibilities
CRM Strategy & Execution
Own and evolve the company's multi-channel CRM strategy to drive acquisition, engagement, retention and reactivation.
Partner with ecommerce, digital, and retail teams to make sure customers have a consistent, connected experience across all the touch points
Optimize the CRM technology stack-including Salesforce Data Cloud and loyalty platform-to support business goals and enhance personalization.
Partner with channel managers to identify customer segmentation needs and translate them into actionable segments using first party data for activation across online and offline marketing channels.
Partner with store leaders and the retail operations team to deliver customer dashboards that support personalized clientele and in-store engagement strategies
Customer Insights & Analytics
Build a robust customer segmentation and profiling framework using behavioral, transactional, and demographic data within Salesforce Data Cloud.
Leverage Data Cloud's real-time customer profiles and identity resolution to deepen understanding of consumer behavior and journey touchpoints.
Collaborate with internal stakeholders (product, merchandising, creative) to apply actionable insights to decision-making.
Design and oversee qualitative and quantitative research to uncover customer motivations and evolving needs.
Loyalty Program Ownership
Own and evolve EILEEN FISHER's loyalty program, ensuring it reflects our brand ethos while delivering measurable business impact.
Design loyalty initiatives that reward meaningful engagement and deepen emotional connections with the brand.
Analyze program performance (enrollment, engagement, redemption, ROI) and optimize based on insights and customer feedback.
Collaborate with product, retail, and tech teams to deliver frictionless loyalty experiences across all touchpoints.
Performance & Optimization
Define, track, and analyze key CRM performance metrics - including LTV, CAC, churn, repeat rate, RFM, and campaign ROI - to measure and enhance customer engagement and profitability.
Deliver actionable insights to the marketing and channel teams to improve and optimize performance across all touchpoints.
Build and maintain comprehensive customer health dashboards that visualize key trends, segmentation performance, and engagement KPIs.
Conduct deep-dive analyses of customer segments and campaign outcomes to identify growth opportunities and recommend targeted improvements.
Leverage Salesforce Data Cloud analytics, A/B testing, and predictive modeling to continuously refine segmentation, personalization, and communication strategies.
Present regular performance reports and executive dashboards to senior leadership, highlighting insights that drive strategic decision-making and business impact.
Leadership & Collaboration
Partner with IT, data engineering, and Salesforce teams to ensure data integrity, compliance, and accessibility across the Data Cloud ecosystem.
Influence cross-functional teams to prioritize customer-centric strategies and leverage unified data for personalization and growth.
Required Experience
5+ years of experience in CRM, customer marketing in omni channel, or customer analytics, preferably in apparel, fashion, or retail.
Proven track record of developing and scaling CRM strategies with measurable impact on revenue and engagement.
Strong experience with CRM platforms (e.g., Salesforce Data Cloud, Salesforce Marketing Cloud, Snowflake, Merkle, Iterable), CDPs and analytics tools (e.g., Tableau, Looker, PowerBI GA).
Deep understanding of customer segmentation, LTV modeling, and marketing attribution.
Strong analytical and quantitative skills; comfortable with SQL or other data query languages a plus.
Experience with loyalty programs, retention campaigns, and lifecycle marketing best practices.
Excellent communication, collaboration, and leadership skills.
The salary range for this position is $125,000 - 145,000/year depending on relevant experience.
EILEEN FISHER, Inc. is an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We are committed to recruiting, hiring, training and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status.
#EF123
#LI-JW1
$125k-145k yearly 60d+ ago
Business Relationship Manager and Senior Governance Analyst
Sompo International
Relationship manager job in Harrison, NY
As a leading provider of insurance and reinsurance with worldwide operations and employees in Bermuda, U.S., U.K., Continental Europe and Asia, we recognize that our success is derived directly from those who matter the most: our people. At Sompo International, our values of integrity, collaboration, agility, execution and excellence underpin our culture and our commitment to providing an employee experience that attracts and engages the best talent in the industry. As we continue to grow, we strive to find diverse, innovative and driven professionals to join our teams and offer a broad range of career and development opportunities at all levels, in multiple business areas, in each of our locations throughout the world. Our compensation and benefits programs are market driven and competitive, with excellent family friendly policies and flexible working provisions.
Job Description
Business RelationshipManager and Senior Governance Analyst, New York, NY. Manage the business relationship between our parent company and our company as it relates to IT; ensure adherence to AI governance frameworks by overseeing the implementation of AI solutions, ensuring compliance with relevant laws, regulations, and ethical standards, and regularly reporting to the AI Committee on governance status and compliance; ensure that group entities have a structured IT Governance framework in place and regularly report to our parent company on governance status and compliance. Must possess bachelor's or foreign equivalent degree Computer Science, Mathematics, Physics or Engineering plus 5 years progressively responsible work experience governance analysis and IT governance frameworks in Japan. Salary $156,645. Apply with Sompo International Services at ******************************************************
$156.6k yearly Auto-Apply 49d ago
Senior Business Banking Relationship Manager (LO)
W.F. Young 3.5
Relationship manager job in Greenwich, CT
About this role:
Wells Fargo is seeking a Senior Business Banking RelationshipManager (LO) to be part of our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at wellsfargojobs.com.
In this role, you will:
Source and onboard new business clients through strategic prospecting, community outreach, and internal referrals
Build visibility and develop strong Centers of Influence (COIs) to support long-term relationship development
Deepen existing relationships by understanding client priorities and proactively identifying opportunities for engagement and expansion
Manage a moderately complex book of business
Drive portfolio growth by increasing core deposit balances and identifying deepening opportunities
Proactively manage risk exposure and ensure alignment with underwriting policies and risk guidelines
Conduct comprehensive financial and credit assessments including cash flow, collateral, and business operating cycles
Structure and support secured and unsecured credit solutions within delegated authority, coordinating with credit partners as needed
Present credit recommendations and financial strategies to clients and internal stakeholders
Recommend and deliver a full suite of Wells Fargo business banking products including credit, treasury management, and digital banking tools
Tailor solutions to client operating cycles, cash flow needs, and strategic goals
Collaborate with product teams and internal stakeholders to creatively solve client challenges and streamline processes
Engage financial decision-makers with proactive communication and responsive service
Provide actionable feedback to enhance tools and offerings that elevate client experience and operational excellence
Retain and grow client relationships by advising on financial strategies and managing expectations with transparency and care
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
4+ years of banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
2+ years of experience sourcing and or managing a portfolio of clients with $2mm - 25mm in annual revenue
Strong knowledge of deposit and cash management products and services
Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally
Ability to balances needs of clients with associated risks and interests of Wells Fargo
3+ years of experience in business-to-business sales
Established network in the local market
Knowledge and understanding of financial services industry
Excellent verbal, written, and interpersonal communication skills
Intermediate Microsoft Office skills
A BS/BA degree or higher
Job Expectations:
Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography.
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Posting Location:
137 W Putnam Ave GREENWICH, CT 06830
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$104,000.00 - $168,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
6 Feb 2026
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$104k-168k yearly Auto-Apply 22d ago
Business Relationship Manager I- Officer
JPMC
Relationship manager job in Danbury, CT
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business RelationshipManager is for you.
As a Business RelationshipManager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
Minimum of 1 year experience in a Business Banking RelationshipManagement role or related business lending experience
General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment
Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
Preferred qualifications, capabilities, and skills
Bachelor's degree in Finance or related field or equivalent work experience
Strong current business network
$88k-130k yearly est. Auto-Apply 60d+ ago
Senior Business Banking Relationship Manager (LO)
Wells Fargo 4.6
Relationship manager job in Greenwich, CT
About this role: Wells Fargo is seeking a Senior Business Banking RelationshipManager (LO) to be part of our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at wellsfargojobs.com.
In this role, you will:
* Source and onboard new business clients through strategic prospecting, community outreach, and internal referrals
* Build visibility and develop strong Centers of Influence (COIs) to support long-term relationship development
* Deepen existing relationships by understanding client priorities and proactively identifying opportunities for engagement and expansion
* Manage a moderately complex book of business
* Drive portfolio growth by increasing core deposit balances and identifying deepening opportunities
* Proactively manage risk exposure and ensure alignment with underwriting policies and risk guidelines
* Conduct comprehensive financial and credit assessments including cash flow, collateral, and business operating cycles
* Structure and support secured and unsecured credit solutions within delegated authority, coordinating with credit partners as needed
* Present credit recommendations and financial strategies to clients and internal stakeholders
* Recommend and deliver a full suite of Wells Fargo business banking products including credit, treasury management, and digital banking tools
* Tailor solutions to client operating cycles, cash flow needs, and strategic goals
* Collaborate with product teams and internal stakeholders to creatively solve client challenges and streamline processes
* Engage financial decision-makers with proactive communication and responsive service
* Provide actionable feedback to enhance tools and offerings that elevate client experience and operational excellence
* Retain and grow client relationships by advising on financial strategies and managing expectations with transparency and care
* This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
* 4+ years of banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* 2+ years of experience sourcing and or managing a portfolio of clients with $2mm - 25mm in annual revenue
* Strong knowledge of deposit and cash management products and services
* Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally
* Ability to balances needs of clients with associated risks and interests of Wells Fargo
* 3+ years of experience in business-to-business sales
* Established network in the local market
* Knowledge and understanding of financial services industry
* Excellent verbal, written, and interpersonal communication skills
* Intermediate Microsoft Office skills
* A BS/BA degree or higher
Job Expectations:
* Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography.
* Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Posting Location:
* 137 W Putnam Ave GREENWICH, CT 06830
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$104,000.00 - $168,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
6 Feb 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$104k-168k yearly 21d ago
NYPA Business Relationship Manager (CWP - 1302)
Gcom Ondemand
Relationship manager job in White Plains, NY
Outcomes. Delivered.
Voyatek delivers outcome-driven technology solutions to public sector agencies and higher education institutions nationwide.
For example, our technology:
Facilitates access to nutritious food for children of mothers participating in the WIC program
Supports first responders in reducing opioid overdoses within their communities
Empowers colleges and universities to identify and thwart financial aid fraud
Equips teachers with valuable insights to identify students requiring additional support
Enhances efficiency for state tax agencies, leading to 99% faster return processing and quicker refunds for taxpayers
With a focus on Tax & Revenue, Health & Human Services, and Justice & Public Safety, Voyatek combines the scale to support large complex projects with the agility and accessibility of a boutique solutions provider. Together, Voyatek and its customers work to improve population wellbeing, create safer communities, and foster a thriving economy.
We're more than a technology company -- we're an outcomes company.
We encourage our employees to think differently, ask tough questions, and relentlessly pursue what's best for our customers and the residents they serve.
We believe that the value of technology is defined by its human impact. If you agree, you've come to the right place.
Voyatek is seeking applicants to occupy the position of Business RelationshipManager within our team. Please note that this position requires a commitment to full-time employment and is not open to contractors.
Key Responsibilities:
The Business RelationshipManager will mainly responsible for and not limited to the following functions: Planning and Prioritization of the demand needs of business customers, Technology Innovation Intake to help business and IT leaders with initiative's business objectives, Business and IT Alignment by coordinating across functional business and IT teams as a single point of focus and advocate for business customers for IT strategic services, and Communications and Relationship. Building by engaging in significant interaction at senior management levels to effectively communicate highly technical information, gain support, address challenges, and deliver difficult messages when needed.
• Planning and Prioritization: Cultivate a deep understanding of the needs of business customers, identifying opportunities and making recommendations on how to leverage technology to accelerate and meet business goals. Collaborate with business leaders to prioritize technology investments and provide insights to IT leadership. • Technology Innovation Intake: Assist Business and IT leaders with the development and support of new business capabilities through technology solutions to meet evolving business requirements, which have a return on investment. Define the initiative's business objectives via business cases, analyze current work processes about these objectives, identify areas for process changes, research and recommend viable technology solutions, develop project cost estimates, and document the initiative's cost justification or ROI (Return on Investment). Recommendations will be reviewed and approved by appropriate committees, including the Architecture Review Committee (ARC) and the IT Governance Committee. • Business and IT Alignment: Work with businesses to map required business goals to planning and implement new technology to support the outcomes. Coordinate cross-functional business and IT teams to develop the business case, solutions, and approvals to prioritize and implement required technology. Act as a single point of focus and advocate for business customers for IT strategic services. • Communications and Relationship Building: Engage in significant interaction at senior management levels; able to effectively communicate highly technical information to all levels of the organization; effectively develop relationships with individuals inside and outside of IT. Deliver difficult messages and express disagreement with others with confidence and respect. Address challenges to technical recommendations, understand the different perspectives, and work collaboratively and creatively to negotiate solutions. Gain support from related stakeholders for the technology direction and champion the migration towards the new technology. • Technology Leadership: Maintain state-of-the-art knowledge of business technology through leading, interacting, and discussing subject areas with industry peers, vendors, and consultants. Apply knowledge in the continued development and enhancement of technology plans. • Advising, Coaching, and Mentoring: Be the “go-to” technical resource and advisor for the business, offering meaningful technical solutions to resolve issues that are complex and uncharted efficiently; coach/mentor associates on their technical versatility and problem-solving skills; inspire and mentor other senior technologists. Provide technical leadership and architectural direction to IT and Business Unit staff concerning technology management, roadmaps, and strategies.
Qualifications:
Ability to produce, implement and enhance business and technology strategic concepts, roadmaps, principles or effective plan.
Deep mastery of utility business, data and information service-oriented architectures.
Broad knowledge of business processes including disaster recovery, business continuity and risk management.
Knowledge and understanding of corporate policy, business
strategy, and ability to systemically think and be creative in meeting business and IT goals.
Excellent verbal, written, and high impact presentation skills at all levels of the organization.
Bachelor's degree in computer science, Finance, HR, Engineering, or related discipline.
A graduate degree is preferred.
Minimum 7 years of experience in IT and or equivalent work experience.
Preferred Qualifications:
Experience in design, development, implementation of new technology and/or maintenance of large-scale systems across multiple hardware and software platforms, preferred.
Preferred experience in utility business knowledge.
The wage range for this role reflects the wide array of factors considered in compensation decisions. These factors include, but are not limited to, skill sets, experience, training, licensure and certifications, and geographic location. Compensation decisions are based on the unique facts and circumstances of each case. A reasonable estimate of the hourly range is $47.00 - $52.00.
At Voyatek, we believe in supporting our employees with a comprehensive benefits package designed to enhance their well-being and professional growth. Please note that eligibility for certain benefits may vary based on your role and employment status.
Flexible Work Schedules
Health, Dental, and Vision Insurance
Medical, Limited, & Dependent Flexible Spending Accounts (FSA)
Health Savings Account (HSA) with Employer Contributions
Company-Paid and Voluntary Life Insurance
Long and Short-Term Disability Insurance
Accident, Critical Illness, & Hospital Indemnity Insurance
401(k) Retirement Plan with Company Match and Immediate Vesting
Wellhub Fitness and Wellness Platform
Pet Insurance
Training Opportunities
Employee Referral Bonus Program
We are committed to fostering a workplace that supports both your personal and professional aspirations.
As part of our commitment to maintaining a compliant workplace, all final candidates will undergo and must successfully pass a pre-employment (post offer) background check. The background check may include, but is not limited to, verification of employment history, education, criminal records, and other relevant checks. Background check results will be evaluated in accordance with applicable law. For certain positions, additional client-specific background screenings may be required at the time of hire or in the future, in accordance with client requirements.
If you think you are a good fit for us, we encourage you to apply. Check out our career website for all open positions!
Voyatek provides equal employment opportunities to all employees and applicants for employment. Voyatek will make employment decisions without regard to race, color, creed, ancestry, national origin, citizenship, sex or gender (including pregnancy, childbirth, and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status or domestic violence victim status, religion, age, disability, genetic information, service in the military, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Employment decisions include all terms and conditions of employment, including recruitment and hiring, job assignment/ placement, promotion, upgrading, demotion, termination, layoff, recall, transfer, leave of absence, rates of pay or other compensation, internship, and training.
How much does a relationship manager earn in Danbury, CT?
The average relationship manager in Danbury, CT earns between $61,000 and $131,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.
Average relationship manager salary in Danbury, CT
$90,000
What are the biggest employers of Relationship Managers in Danbury, CT?
The biggest employers of Relationship Managers in Danbury, CT are: