Relationship manager jobs in Manchester, NH - 511 jobs
All
Relationship Manager
Client Relationship Manager
Client Partner
Account Manager
Manager, Client Solutions
Business Relationship Manager
Client Manager
Private Client Relationship Manager
Citizens 2.9
Relationship manager job in Weston, MA
At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.
As a Citizens Private Client RelationshipManager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team.
Primary responsibilities include
Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
Provide exceptional, high-touch client experiences.
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
Leverage Salesforce CRM to track activity.
Measures of Success include
Growth in net new investment assets in collaboration with Wealth Partners.
Growth in new deposits including checking, savings, and CD balances.
Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
Client satisfaction survey results.
Qualifications, Education, Certifications and/or Other Professional Credentials
Bachelor's degree (preferred).
3 - 5 years of banking, wealth management or other relevant equivalent experience.
Experience working with affluent and high net worth clients.
Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
Demonstrated success in a client-centric, initiative-taking sales environment.
Experience establishing and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to ensure a sound control environment.
Excellent written and verbal communication skills.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F; potential Saturday hours
Pay Transparency
The salary range for this position is $81,000 - $95,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$81k-95k yearly Auto-Apply 1d ago
Looking for a job?
Let Zippia find it for you.
Pharmaceutical Account Manager
Company Is Confidential
Relationship manager job in Manchester, NH
At ADP, we're proud to partner with some of the most innovative biopharmaceutical companies in the world-and right now, we're hiring directly on behalf of one of our clients for a full-time Territory Account Manager role. This is a direct hire opportunity with a forward-thinking organization that's redefining patient care through cutting-edge science and compassionate service. If you're passionate about making a real impact and want to be part of a team that values bold ideas and meaningful work, this could be the career move you've been waiting for.
Ready to take your career to the next level while doing work that truly matters?
What You'll Do
We're seeking a driven Account Manager to champion an innovative infusion therapy in neurology. If you thrive in specialty healthcare sales, excel at building relationships, and love turning clinical insights into powerful customer value, this role is for you.
Grow territory performance through strategic planning and targeted customer engagement
Meet and exceed sales goals while championing customer satisfaction.
Deliver clear, compelling clinical messaging to multidisciplinary decision-makers
Build strong partnerships with clinics, infusion centers, specialty pharmacies, and health systems
Navigate complex access and reimbursement landscapes across payer channels
Stay ahead of market trends to identify new opportunities
What You Bring
A bachelor's degree (BA/BS) from an accredited institution
4+ years of experience in pharmaceutical, biologic, medical device, or specialty healthcare sales
Proven sales success and strong communication skills
Proven success in meeting or exceeding sales targets
Ability to quickly learn complex clinical information
Experience in infusion, rare disease, specialty pharmacy, or neurology preferred
Must possess a valid driver's license and be willing to travel throughout the assigned territory
What Will Set You Apart
Background in promoting specialty, rare disease or CNS products
Strong analytical skills to leverage sales data for strategy
A collaborative spirit and adaptability in fast-paced environments
Exceptional communication, presentation, and negotiation skills
A self-starter mindset with strong organizational skills
Salary range: $155,000 - $168,000, plus eligibility for a sales incentive target of $41,500 and participation in the company's long-term incentive plan.
Actual compensation may vary based on location, experience, and qualifications.
Benefits include
Paid time off (PTO)
Health coverage (Medical, Dental, Vision)
401(k) with company match
Company car.
We are an equal opportunity employer workplace.
We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation.
This posting is confidential; company details will be shared during later stages of the recruitment process.
$47k-77k yearly est. 1d ago
Mother`s hours Available for client in Rochester NH
Guardian Angel Senior Services 3.7
Relationship manager job in Rochester, NH
Make a Difference in someone's life!
Join Guardian Angel Senior Services, a family-owned home care agency proudly serving the North Shore, Greater Boston, Gloucester, Cape Ann, and Merrimack Valley areas for over 20 years. Now, we have expanded to Seacoast NH
We're looking for compassionate caregivers to join our growing team! Whether you're an experienced pro or just starting out, we have a place for you.
Why You'll Love Working with Us
Fully Customizable Schedules: Short shifts, long shifts, live-in opportunities-you name it, we've got it!
Daily Pay Option: Get paid on your schedule.
Sign-On Bonus: Earn $250 just for joining us!
Mileage Reimbursement: We've got you covered for travel.
Health Benefits: Including insurance and a 401K plan.
Who We're Looking For
Home Health Aides (HHAs)
Licensed Nurses Assistant (LNA)
Nursing Students
Personal Care Aides- Paid Training
Your Responsibilities
Help clients with personal care tasks like bathing, toileting, and mobility.
Provide companionship and engage in meaningful activities.
Assist with meal preparation, light housekeeping, and medication reminders.
Follow prescribed exercise programs and encourage independence.
Maintain a safe and comfortable home environment.
What We Value
Experience in home healthcare or assisted living is a plus, but it's not required. If you're kind, dependable, and ready to make a positive impact, we want you on our team!
Join us today and become a part of something bigger. Together, we'll brighten the lives of seniors in your community-one smile at a time.
Guardian Angel Senior Services is an Equal Opportunity Employer. We embrace diversity and do not discriminate against race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, or genetic information.
$143k-196k yearly est. Auto-Apply 8d ago
Client Relationship Manager, Analyst
Winged Keel Group 4.5
Relationship manager job in Needham, MA
Job Description
Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With ten offices located throughout the United States, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities.
Position Summary:
This is an incredible opportunity for a bright, energetic, and dynamic individual with a strong analytical capability coupled with superior communication, sales and relationship building skills. In this role, the Client Relationship Analyst is expected to develop into a market facing Client RelationshipManager responsible for sourcing and placing new opportunities following an intermediate training development period.
This role begins by learning the in-depth processes, tools and structures we use to design client insurance portfolios and requires a strong aptitude in financial math and financial modeling. The individual in this role will need to show a strong mastery of product knowledge, fundamental income and estate tax planning knowledge, and case design within their first 12 -18 months. Heavy use of Power Point, Excel, financial modeling and preparing client presentations will be required to support our Client RelationshipManagers. Combing the skills of sales/relationship building and technical skills will advance you onto a path of a client facing role where you will be able to learn the fundamentals and complexities of our business, and eventually grow into sourcing and managing your own relationships with some of the most influential people in New England and beyond.
Position Responsibilities:
Analysis
Gain knowledge of life insurance products and assist in the preparation of financial analytics and reporting for the firm's ultra-high net worth clients
Run term, permanent, and private placement illustrations and work within the WKG Excel templates in support of other Designers on the team
Assist with preparing meeting materials for client meetings and calls by accessing SharePoint for grab-n-go documents and coordinating with Designers for custom materials
Monitor and review the Client RelationshipManager's calendars to note new appointments and identify needs for meeting materials
Create periodic updates of key WKG spreadsheets and modify for bespoke client fact patterns
Marketing / Sales Development
Shadow a Senior Client RelationshipManager
Observe calls with Clients and Centers of Influence
Take notes from client meetings and circulate to the appropriate parties
Opportunity to attend certain industry networking and informational events
Learn the fundamentals of prospecting, applying these strategies to building one's own book of business
Ideal Candidate will Possess the Following:
Bachelor's degree from a top tier school with a graduation date of May 2024 or May 2025
Demonstrated salesmanship; ability to be persuasive, professional and tactful in both written and verbal communication
Strong technical and analytical orientation; ability to create financial models in Excel
Desire to want to grow into a sales professional
Detail oriented with a strong ability to organize and prioritize in a fast-paced environment
Possesses the presentation and gravitas needed to interact with ultra-high net worth individuals and Centers of Influence
Proficiency in Microsoft Office
Proactive and takes initiative with strong follow through
Effective business writing skills
Excellent presentation skills
Positive, can-do attitude
Working Conditions/Demands/Complexity:
Required to work on a computer for a substantial part of the day
Frequent work in the evenings and occasionally weekends, as needed to meet deadlines
A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment
Compensation / Benefits:
Attractive annual compensation package is commensurate with experience
Eligible for annual performance-based bonus
Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.
Powered by JazzHR
hZvzhJz9Qn
$100k-156k yearly est. 16d ago
Vendor Relationship Manager
Hologic 4.4
Relationship manager job in Marlborough, MA
United States The Vendor RelationshipManager will strategically lead a portfolio of vendor partnerships within the Global Services organization, driving initiatives that elevate our service delivery systems, service quality, operational efficiency, and long-term value creation. This role is responsible for identifying, vetting, developing, enabling, and sustaining high-performing relationships with service vendors, contractors, and partners, with a strong emphasis on optimizing business outcomes and supporting organizational growth objectives.
As a key liaison between Hologic and our vendor network, the Vendor RelationshipManager will proactively identify, pursue, and secure new strategic partnerships, negotiate and structure impactful business arrangements, and continuously improve vendor engagement models. The successful candidate will possess demonstrated expertise in managing complex vendor relationships, delivering tangible business improvements, and advancing best-in-class practices. This leader will recommend and help implement innovative methods and processes designed to strengthen vendor performance, ensure alignment with Hologic's strategic objectives, and enhance the overall value delivered by our partners.
Reporting to the Director of Service Excellence, the Vendor RelationshipManager will collaborate cross-functionally with leaders from Service Marketing, Commercial sales, Finance, Training, Tooling and Calibrations, Operations, Service Enablement, and IT, ensuring vendor strategies are integrated across the organization to maximize business impact.
**Essential Duties and Responsibilities:**
+ Owns and strategically manages the business operations-including systems, financial, administrative, and contractual aspects-of the Service department's vendors, contractors, and partners.
+ Evaluates and transforms current vendor management processes, recommending and implementing strategic corrective actions to achieve step-change improvements.
+ Leads continuous improvement initiatives that enhance operational efficiency and unlock greater business value from vendor relationships.
+ Develops and executes performance management strategies, tracking and analyzing key metrics, escalating issues, and driving actionable countermeasures to mitigate risk and optimize vendor contributions.
+ Provides high-impact reporting and analysis, including detailed cost assessments, strategic plans, and project results, with a focus on actionable insights for quarterly business reviews and monthly KPI reporting.
+ Champions the creation and enhancement of programs, leveraging process metrics and stakeholder feedback to build vendor capabilities and support organizational excellence.
+ Analyzes financial, demand, and usage data to identify strategic opportunities for improvement, cost optimization, and enhanced partnership performance.
+ Ensures rigorous compliance with operational policies, standards, and regulatory requirements, driving continuous alignment with industry best practices.
+ Leads or contributes to strategic cost reduction projects and special initiatives designed to support Hologic's long-term business objectives.
+ May lead or direct others in the performance of activities including reporting, invoice approval, forecasting, and other strategic tasks as assigned by management.
**Qualifications: Education**
+ BA/BS Degree, preferred in a relevant discipline.
**Experience**
+ 8 plus years' progressive experience supporting operations or service functions in a for-profit business, with a proven track record of strategic vendor management.
+ Demonstrated success developing processes and policies that leverage KPIs, and metrics to drive business effectiveness.
+ Experience in a regulated business environment is advantageous.
+ Familiarity with Lean Six Sigma, PMP, ISO, and FDA quality systems is valued.
**Skills**
+ Advanced project management and leadership capabilities, with a strategic approach to collaboration and escalation.
+ Exceptional communication and interpersonal skills, with the ability to influence cross-functional stakeholders and drive strategic outcomes.
+ Strong analytical skills and attention to detail, enabling data-driven decision making.
+ Expertise in Excel, business intelligence, data visualization platforms, and the Microsoft Business Suite.
+ Knowledge of business systems such as Oracle and Salesforce is a plus.
The annualized base salary range for this role is $87,600 to $136,900 and is bonus eligible. Final compensation packages will ultimately depend on factors including relevant experience, skillset, knowledge, geography, education, business needs, and market demand.
Why Hologic?
We are committed to making Hologic the company where top talent comes to grow. For you to succeed, we want to enable you with the tools and knowledge required and so we provide comprehensive training when you join as well as continued development and training throughout your career.
If you have the right skills and experience, apply today!
Agency and Third Party Recruiter Notice:
Agencies that submit a resume to Hologic must have a current executed Hologic Agency Agreement executed by a member of the Human Resource Department. In addition Agencies may only submit candidates to positions for which they have been invited to do so by a Hologic Recruiter. All resumes must be sent to the Hologic Recruiter under these terms or they will not be considered.
Hologic, Inc. is proud to be an Equal Opportunity Employer inclusive of disability and veterans.
\#LI-RF1
$87.6k-136.9k yearly 60d+ ago
Personal Lines Client Manager
World Insurance Associates 4.0
Relationship manager job in Exeter, NH
Foy Insurance has a long history of meeting the risk management needs of communities throughout New Hampshire, Maine, and Massachusetts dating back to 1893. We are now proud to now be a part of the World Insurance Associates family which provides unparalleled access to even more products and services to assist our customers' insurance needs.
Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 215 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
Position Summary
This position supports the Account Executive with responsibilities related to client management and retention
Essential Duties and Responsibilities
Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time
Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication
Handling renewals, service requests, claims, billing and new policies
Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures
Review all applications, policies, endorsements and audits for accuracy
Complete loss/claim analysis and summaries
Coordinate expiration list with department manager to obtain renewal business information
Qualifications
Bachelor's degree or equivalent work experience, preferred
3-7 years minimum Personal Lines Account Management experience required
Property & Casualty License required
Valid driver's license and insurance, required
Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)
Applied/Epic or similar agency management software experience, preferred.
Able to work independently and enjoy a high degree of interaction with team members.
Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines.
Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.
The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information.
Ability to maintain a professional demeanor and positive attitude
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department.
#LI-KS1
$74k-100k yearly est. Auto-Apply 60d+ ago
SBA Relationship Manager (US) - New England
TD Bank 4.5
Relationship manager job in Portsmouth, NH
Hours: 40 Pay Details: $115,440 - $173,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The RelationshipManager III services the needs of large/complex business portfolios, customizing a broad range of products and services to meet the financial needs of TD's customers. The job acquires, develops and manages commercial banking relationships by providing customized solutions across different commercial segments to build a strategy that is right for the customer now, and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new customers.
The role is a trusted advisor who, with sensitivity to the customer's operating environment, structures and packages practical and competitive solutions that demonstrate an understanding of their financing, cash management and overall business needs to add value to the customer's portfolio.
Depth & Scope:
* Highly seasoned professional role requiring substantial expertise in a customer segment or product / service line
* Originates and monitors larger loans with moderate to complex credit needs and/or supports a growing Region or a Region with more complex relationships and transactions
* Accountable for sales and / or delivery of solutions across business lines and segments
* Recommends best practices to improve products or services; integrates a deep understanding of target customer market and dynamics
* Anticipates, identifies and interprets market trends, and applies this knowledge to serve the needs of the customers
* Manages existing strategic accounts/opportunities that represent the business segments largest/most important accounts and/or takes a significant business development focuses
* Solves or may lead others to solve complex problems; leads efforts to develop new product and service solutions or structure complex deals
* Executes and may direct others in complex account management processes - structures sophisticated solutions and advice
* Impacts a range of sales achievement for strategic accounts
* Guides and influences customers and stakeholders; converts information to compelling business context and advice at increasingly senior levels
* Works autonomously as the 'lead' and guides members within area of expertise
* Identifies and leads problem resolution for complex requirements related issues at all levels
.
Education & Experience:
* Undergraduate degree
* 7+ years relevant experience
* In-depth understanding of commercial industry, business development techniques and credit decisions
* Proven business development track record, with proven ability to conceptualize and implement effective new business strategies
* Extensive network of outside referral sources for new business
* Excellent credit and financial analysis skills
* Effective negotiation skills
Customer Accountabilities:
* Responsible for growth goals (loans, deposits, fees), both individually and within the team, through development of new business Customers and cross selling existing Customers as well as an established network of resources
* Makes sales calls and may coordinate sales calling efforts, gather related financial and general business information as directed, coordinate financial analyses needed to make credit decisions
* Contributes and/or provides recommendation to loan decision process based on evaluation of credit risk and other key factors from Credit Management
* Negotiates specific terms and conditions and communicate credit decisions to prospects and Customers as directed by policy and/or credit approval
* Leads all aspects of relationshipmanagement for an assigned portfolio /segment and/or geography
* Delivers exceptional customer service at every interaction and execute on plans to continuously improve the customer experience
* Acst as a trusted advisor expected to meet the needs of customers by providing creative products / solutions
* Actively uses sales platforms to build a robust understanding of customer / target needs, industries, and markets
* Understands customer's operating environment, structure unique financing, cash management and overall business needs to add value to the customer
* Actively generates referrals to all business partners in the Bank to help meet the comprehensive financial needs of TD customers
* Develops a clear retention plan for assigned portfolio deposits and loans within the specified territory
* Possesses and constantly enhances expert knowledge of the market, customers, and broader economic factors
* Identifies and responds to changes in the business environment and establishing action plans to address customer issues and priorities
* Identifies customer / prospect referral opportunities to internal Bank partners that meet customer needs
* Develops community relationships and membership in civic and professional organizations, including active participation in networking events
Shareholder Accountabilities:
* Develops/implements sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth
* Plans and executes business development activities, review and communicate results, and adjust tactics accordingly
* Promotes and offers full suite of products, sales, services and banking capabilities
* Assesses credit requests to determine risk and make appropriate recommendations for structuring credit deals
* Contributes to credit applications with a high quality of risk assessment, credit structure, due diligence, and credit presentation
* Contributes to business objectives for Operational Excellence
* Supports the timely and accurate completion of business processes and procedures
* Protects the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
* Ensures documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
* Identifies, suggests and actively participates in process improvement opportunities
* Actively managesrelationships within and across various business lines/ corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements
* Participates in cross-functional / enterprise initiatives as a subject matter expert helping to provide guidance for complex situations
* Ensures necessary due diligence to support the accuracy of all customer transactions / activities
* Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
* Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
* Assumes responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
Employee/Team Accountabilities:
* Participates fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
* Provides thought leadership and/ or industry knowledge for own area of expertise in own area and participate in knowledge transfer within the team and business unit
* Keeps current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
* Participates in personal performance management and development activities, including cross training within own team
* Keeps others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
* Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
* Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships.
* Contributes to a fair, positive and equitable environment that supports a diverse workforce
* Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
* Domestic Travel - Occasional
* International Travel - Never
* Performing sedentary work - Continuous
* Performing multiple tasks - Continuous
* Operating standard office equipment - Continuous
* Responding quickly to sounds - Occasional
* Sitting - Continuous
* Standing - Occasional
* Walking - Occasional
* Moving safely in confined spaces - Occasional
* Lifting/Carrying (under 25 lbs.) - Occasional
* Lifting/Carrying (over 25 lbs.) - Never
* Squatting - Occasional
* Bending - Occasional
* Kneeling - Never
* Crawling - Never
* Climbing - Never
* Reaching overhead - Never
* Reaching forward - Occasional
* Pushing - Never
* Pulling - Never
* Twisting - Never
* Concentrating for long periods of time - Continuous
* Applying common sense to deal with problems involving standardized situations - Continuous
* Reading, writing and comprehending instructions - Continuous
* Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$115.4k-173.2k yearly Auto-Apply 6d ago
Client Relationship Manager
Sun Life 4.6
Relationship manager job in Wellesley, MA
Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.
Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.
Job Description:
Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Internal candidates are not required to relocate near an office.
The opportunity: As a Client RelationshipManager (CRM), you'll be responsible for the overall relationship and financial management of a portfolio of Health & Risk Solutions (H&RS) clients, brokers, and third-party administrators (TPAs). This key strategic role focuses on building internal and external partnerships that drive long-term growth and persistency.
You'll work directly with Implementation Consultants (ICs), Client Success Specialists (CSSs), and Stop Loss Specialists (SLS) to manage prospect, sold case, and renewal inventory. We're looking for someone who can make expert recommendations, find creative solutions to client problems, and bring them to resolution.
How you will contribute:
Establish and maintain excellent working relationships with both internal and external partners
Partner with ICs to ensure seamless implementations, proactively addressing questions and concerns
Conduct consistent, proactive education and outreach communication with external partners
Assess, clarify, and validate customer needs, proposing innovative solutions to address unique challenges
Demonstrate success in negotiation, persuasion, and solutions-based service across departments
Oversee issue resolution, identify root causes, and participate in creating solutions
Manage the ongoing lifecycle and renewal process for your assigned block of business
Handle escalated service issues from SLS, providing creative alternatives to enhance client experience
Collaborate with Sun Life Financial personnel to meet client expectations and growth objectives
Maintain in-depth knowledge of H&RS products, services, processes, and the self-insured competitive landscape
Act as a liaison between the home office and the Distribution team
Use Salesforce to manage business and document all relevant customer and broker activities
Participate in developing CRM team processes, suggesting efficiency improvements using CI Tools
Partner with CRE on projects representing the Client Success Organization
What you will bring with you:
Ability to work with a diverse range of people.
Bachelor's degree and/or 1-3 years of Group, Stop Loss, and Self-Funded insurance experience (preferred)
Exceptional communication skills and strong relationship-building abilities
Proven success in negotiation, persuasion, and solutions-based service
Strong record of effective customer service
Excellent organizational and prioritization skills
Ability to work in a fast-paced environment, managing multiple priorities
Critical thinking skills and autonomous work capability
Proficiency in Microsoft Office suite, especially Excel
Experience with CRM tools, particularly Salesforce
Strong presentation and interpersonal skills
Effective listening and note-taking abilities
Results-oriented mindset and superior collaboration skills
Salary:
$63,000-$94,500
At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.
Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!
We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.
Life is brighter when you work at Sun Life
At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.
We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email ************************* to request an accommodation.
For applicants residing in California, please read our employee California Privacy Policy and Notice.
We do not require or administer lie detector tests as a condition of employment or continued employment.
Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Job Category:
Sales - Client RelationshipManagement
Posting End Date:
29/01/2026
$63k-94.5k yearly Auto-Apply 28d ago
Client Solutions Manager
New England Lab 4.2
Relationship manager job in Woburn, MA
For over 30 years, New England Lab, a full-service specialty sub-contractor, has provided laboratory furniture systems that support a wide range of client needs. We are proud to have provided laboratory furniture to some of the leading universities, biotech, government, corporate, industrial, and medical research facilities in the Northeast, Mid-Atlantic, and Carolinas.
Opportunity
As a Distribution Sales/Client Solutions (CS) Manager you oversee a team-focused, fast pace environment. You will be responsible for the management and growth of a customer service, inside sales, distribution, and ecommerce division that provides timely laboratory product solutions to our clients. You will also be responsible for overseeing/tracking our stock and surplus inventory. This is a full-time, in-office, salary position with regular hours 7am - 4pm, M-F, reporting to the VP of Operations.
Role
The Distribution Sales/CS Manager needs to be self-motivated and highly detailed with ability to develop, train, and motivate a team while growing sales, client engagement, and profitability. In this role you will also need to manage processes and technology to increase efficiency, coordination and communication for several departments and inventory. Must deliver excellent internal and external customer service along with a strategic drive to increase sales and client engagement. In this position you will be responsible for managing and providing proactive responses to customer inquiries, quote requests, maintenance issues and orders (via email and phone). You will manage all NELD sales processing (managing inquiry, pricing, proposal, order entry, PO creation, project management, scheduling and order follow up), ensuring customers are taken care of from beginning to end. You will support the day to day operations by responding to technical product information, process clarification, inventory management, and individual employee's questions.
Duties & Responsibilities
Oversee daily workflow for a dynamic, growing division which supports clients' short lead time projects
Manage and grow team to meet or exceed department goals of meeting deadlines, excellent customer service and supporting the overall company's mission, vision, goals and strategy
Overall leadership, management and accountability of the department. Clear expectations through goal setting & tracking, coaching and training
Responsible for department budget, goals, profit centers and P&L. Track and report measurables and develop score card
Responsible for knowledge of product line, applications, and industries
Conduct unit and assembly take-off of small to mid-size projects from project plans, drawings or sketches
Coordinate invoices and payments with accounting and clients as needed
Represent NEL Direct within larger NEL projects
Plan and oversee research of new customers, projects and products
Customer Service
Oversee all customer inquiries, quotes, orders and client engagement.
Inside Sales
Help develop and implement processes and planning including marketing and sales efforts for current and future growth (bonus business and day two sales)
In Stock Sales
Grow, track, manage, and turn daily flow of inventory
Distributions Sales
Manage furnish and supply only sales (inquiry, estimating, product layouts/elevations, purchasing, project management, scheduling and delivery for Rapid Ship Division)
Manage supplier and vendor relationships for partnership (cost savings/lead times) and growth opportunities
Ecommerce/Online Sales
Manage leading ecommerce site for ease of use and increased revenue stream
Qualifications
5-7 years' experience in leadership, coordination or management of small team
3-5 years' experience in an administrative, customer service or inside sales role
BA/BS preferred
Enthusiastic and positive approach to sales & service-oriented tasks
Ecommerce experience with managing or growing a B2B site
Able to problem solve and provide solutions to client questions, concerns or issues
Driven, strong personal work ethic with an ability to spearhead new projects
Able to effectively manage and prioritize information, schedules and personalities
Knowledge and experience with MS Office (Word, Excel, Outlook, Access and PowerPoint) and Adobe Acrobat
Disclaimer
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required. Duties, responsibilities, and activities may change at any time with or without notice. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
This is a stationary position involving constant operation of computers and other office machinery. Substantial repetitive motions of the wrists, hands, and/or fingers are required. Daily moving around or between offices and buildings to coordinate or plan with other departments or divisions may be necessary. Occasional travel for company/department coordination or training may occur.
We are an equal opportunity employer; applicants, employees and former employees are protected from employment discrimination based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability and genetic information (including family medical history), or any other characteristic protected by law.
$85k-133k yearly est. 3d ago
Client Relationship Manager
Sun Life of Canada 4.3
Relationship manager job in Wellesley, MA
Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.
Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.
Job Description:
Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Internal candidates are not required to relocate near an office.
The opportunity: As a Client RelationshipManager (CRM), you'll be responsible for the overall relationship and financial management of a portfolio of Health & Risk Solutions (H&RS) clients, brokers, and third-party administrators (TPAs). This key strategic role focuses on building internal and external partnerships that drive long-term growth and persistency.
You'll work directly with Implementation Consultants (ICs), Client Success Specialists (CSSs), and Stop Loss Specialists (SLS) to manage prospect, sold case, and renewal inventory. We're looking for someone who can make expert recommendations, find creative solutions to client problems, and bring them to resolution.
How you will contribute:
Establish and maintain excellent working relationships with both internal and external partners
Partner with ICs to ensure seamless implementations, proactively addressing questions and concerns
Conduct consistent, proactive education and outreach communication with external partners
Assess, clarify, and validate customer needs, proposing innovative solutions to address unique challenges
Demonstrate success in negotiation, persuasion, and solutions-based service across departments
Oversee issue resolution, identify root causes, and participate in creating solutions
Manage the ongoing lifecycle and renewal process for your assigned block of business
Handle escalated service issues from SLS, providing creative alternatives to enhance client experience
Collaborate with Sun Life Financial personnel to meet client expectations and growth objectives
Maintain in-depth knowledge of H&RS products, services, processes, and the self-insured competitive landscape
Act as a liaison between the home office and the Distribution team
Use Salesforce to manage business and document all relevant customer and broker activities
Participate in developing CRM team processes, suggesting efficiency improvements using CI Tools
Partner with CRE on projects representing the Client Success Organization
What you will bring with you:
Ability to work with a diverse range of people.
Bachelor's degree and/or 1-3 years of Group, Stop Loss, and Self-Funded insurance experience (preferred)
Exceptional communication skills and strong relationship-building abilities
Proven success in negotiation, persuasion, and solutions-based service
Strong record of effective customer service
Excellent organizational and prioritization skills
Ability to work in a fast-paced environment, managing multiple priorities
Critical thinking skills and autonomous work capability
Proficiency in Microsoft Office suite, especially Excel
Experience with CRM tools, particularly Salesforce
Strong presentation and interpersonal skills
Effective listening and note-taking abilities
Results-oriented mindset and superior collaboration skills
Salary:
$63,000-$94,500
At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.
Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!
We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.
Life is brighter when you work at Sun Life
At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.
We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email ************************* to request an accommodation.
For applicants residing in California, please read our employee California Privacy Policy and Notice.
We do not require or administer lie detector tests as a condition of employment or continued employment.
Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Job Category:
Sales - Client RelationshipManagement
Posting End Date:
29/01/2026
$63k-94.5k yearly Auto-Apply 28d ago
Client Partner
Tata Consulting Services 4.3
Relationship manager job in Waltham, MA
About the Job Client RelationshipManagement: Building and maintaining strong relationships with clients (CXOs and his reporters), acting as a point of contact, and addressing their needs. Business Development: Identifying and pursuing new business opportunities within existing client accounts, as well as prospecting for new clients.
Account Planning:
Developing and executing account plans that outline strategies for growth, risk mitigation, and client engagement.
Solution Delivery:
Collaborating with delivery teams to ensure successful implementation of services and solutions, meeting client expectations.
Client Satisfaction:
Monitoring client outcomes, addressing concerns, and ensuring ongoing satisfaction. Work with a friendly, welcoming, and self-motivated attitude to provide the best possible customer experience and centricity
Thought Leadership, Automation and Innovation:
Providing insights and thought leadership to clients on industry trends and best practices.
Collaboration:
Working effectively with cross-functional teams, including sales, marketing, and delivery, to achieve common goals.
Revenue Generation and continuous growth:
Driving revenue growth through new business development and account expansion. Develop and assess account strategies to meet revenue targets
Training and Development:
Providing training to clients and internal teams on new products or services.
Industry Experience & Problem Solving:
Understanding of Utility Business Industry. Proactively identifying and resolving issues or challenges that may arise.
Qualifications:
* Graduate /Post Graduate Degree in Engineering and Technology
* 13- 16 years of experience
Salary Range: $147,126- $203,174 a year
#LI-MG2
$147.1k-203.2k yearly 13d ago
Client Relationship Manager - Investments
Avidia Bank
Relationship manager job in Hudson, MA
Full-time Description
Provides high level administrative and operational support to assigned financial advisors, ensuring smooth daily operations and exceptional client service. This role plays a key part in managing client relationships by serving as a primary point of contact, coordinating communications, supporting client onboarding and account maintenance, and ensuring timely follow-ups. The position also prepares documentation, schedules meetings, supports compliance and workflow processes, and handles sensitive financial information with professionalism and discretion.
Primary Responsibilities:
Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers:
Serve as primary point of contact for clients, delivering prompt, professional and high-quality service
Support and help manage ongoing client relationships through regular communication, follow-ups and issue resolutions
Coordinate client onboarding, including account opening, transfer and required documentation
Prepare, process and maintain accurate client and account records in accordance with firm and regulatory requirements
Schedule and coordinate client meetings, prepare meeting materials, and assist with post-meeting follow-up
Assist advisor(s) with day-to-day operational tasks to ensure efficient workflow and time management
Support compliance processes, including document management, disclosures and audit preparation
Monitor account activity and assist with service requests such as distributions, contributions and updates
Maintain confidentiality of client information and adhere to all privacy and security standards
Collaborate with internal team to resolve client and administrative needs
Track referrals from bank business partners to the assigned Financial Advisor(s) from start to finish. Provide referring employees with status updates regarding the sales process.
Independently composes correspondence and statistical, financial and narrative reports as required.
Other Responsibilities:
Perform related and unrelated duties as may be required.
Requirements
Associate's Degree and seven years of administrative or client service experience in a financial services, wealth management or advisory environment, or an equivalent combination of education and professional experience.
Proven experience supporting financial advisors and managing client relationships, including experience and demonstrated knowledge of account opening, maintenance and compliance processes
High level of professionalism and discretion with confidential information
Excellent oral and written communications, organization, and follow-up skills.
Customer focus and a proven track record of working collaboratively with internal and external customers.
Prior experience in a brokerage or investment services environment with demonstrated knowledge of processes, procedures and regulations.
Ability to prioritize tasks within defined responsibilities and apply bank and department policies and procedures.
Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint, and Access) and CRM systems; familiarity with advisor platforms preferred
Avidia Bank is an Equal Opportunity Employer/Veterans/Disabled
Member FDIC/DIF
PM21
Salary Description $75,000 - $90,000
$75k-90k yearly 10d ago
Merrill Market Client Relationship Manager
Bank of America 4.7
Relationship manager job in Wellesley, MA
Wellesley Hills, Massachusetts;Providence, Rhode Island **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**********************************************************************************************************************
**:**
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.
+ 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
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$72k-117k yearly est. 60d+ ago
Business Banking Relationship Manager III
Eastern Bank 4.6
Relationship manager job in Wakefield, MA
Hiring Range: $77,510 - $127,338
The posted salary range reflects Eastern's expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information.
At Eastern Bank, we understand the financial concerns of small businesses. That's why we offer a variety of products and financing solutions designed specifically for business' with sales less than $10MM. Our Business Banking Group is a team of banking professionals who can deliver all the services you need quickly and conveniently.
Responsibilities include, but are not limited to the following:
Develop a portfolio of customers, prospects and Centers of Influence (COIs) through networking and other business development efforts.
Sell of bank products to new and existing customers.
Partner with assigned branches for cross sale opportunities and customer relationshipmanagementManagerelationships externally with key Community Partners to leverage programs, tools and resources that can assist BB customers grow and make their business more profitable.
Source, evaluate and recommend new BB banking opportunities for loan and deposit relationships. Loan relationships will include both C&I and CRE relationships.
Manage a portfolio of BB clients to help minimize risk for the bank, cross sell to the book of business and create a positive customer experience.
Coordinate calling and relationshipsmanagement activities with multiple internal business partners including commercial, investments, treasury, retail, and insurance.
Conduct preliminary underwriting and structure of credit requests.
Maintain internal Bank contact management system including full history.
Qualifications: Bachelors Degree or equivalent combination of training and related experience required.
Five-to-eight years of sales and management experience
Must have a basic understanding of commercial businesses and banking Demonstrated basic knowledge of credit with some prior credit training and sales training.
Strong communication skills (written and verbal). Strong communication and interpersonal skills. Strong sales skills in a fast paced environment.
Able to utilize full range of prospecting sales activities. Technologically proficient.
Candidate must be able to attend networking and other events outside of customary business hours Must be a self starter and able to self generate sales prospects and pipeline.
$77.5k-127.3k yearly Auto-Apply 60d+ ago
Private Client Relationship Manager
Citizens 2.9
Relationship manager job in Woburn, MA
At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.
As a Citizens Private Client RelationshipManager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team.
Primary responsibilities include
Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
Provide exceptional, high-touch client experiences.
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
Leverage Salesforce CRM to track activity.
Measures of Success include
Growth in net new investment assets in collaboration with Wealth Partners.
Growth in new deposits including checking, savings, and CD balances.
Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
Client satisfaction survey results.
Qualifications, Education, Certifications and/or Other Professional Credentials
Bachelor's degree (preferred).
3 - 5 years of banking, wealth management or other relevant equivalent experience.
Experience working with affluent and high net worth clients.
Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
Demonstrated success in a client-centric, initiative-taking sales environment.
Experience establishing and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to ensure a sound control environment.
Excellent written and verbal communication skills.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F; potential Saturday hours
Pay Transparency
The salary range for this position is $81,000 - $95,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
#LI-CITIZENS6
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$81k-95k yearly Auto-Apply 1d ago
Pharmaceutical Account Manager
Company If Confidential
Relationship manager job in Nashua, NH
At ADP, we're proud to partner with some of the most innovative biopharmaceutical companies in the world-and right now, we're hiring directly on behalf of one of our clients for a full-time Territory Account Manager role. This is a direct hire opportunity with a forward-thinking organization that's redefining patient care through cutting-edge science and compassionate service. If you're passionate about making a real impact and want to be part of a team that values bold ideas and meaningful work, this could be the career move you've been waiting for.
Ready to take your career to the next level while doing work that truly matters?
What You'll Do
We're seeking a driven Account Manager to champion an innovative infusion therapy in neurology. If you thrive in specialty healthcare sales, excel at building relationships, and love turning clinical insights into powerful customer value, this role is for you.
Grow territory performance through strategic planning and targeted customer engagement
Meet and exceed sales goals while championing customer satisfaction.
Deliver clear, compelling clinical messaging to multidisciplinary decision-makers
Build strong partnerships with clinics, infusion centers, specialty pharmacies, and health systems
Navigate complex access and reimbursement landscapes across payer channels
Stay ahead of market trends to identify new opportunities
What You Bring
A bachelor's degree (BA/BS) from an accredited institution
4+ years of experience in pharmaceutical, biologic, medical device, or specialty healthcare sales
Proven sales success and strong communication skills
Proven success in meeting or exceeding sales targets
Ability to quickly learn complex clinical information
Experience in infusion, rare disease, specialty pharmacy, or neurology preferred
Must possess a valid driver's license and be willing to travel throughout the assigned territory
What Will Set You Apart
Background in promoting specialty, rare disease or CNS products
Strong analytical skills to leverage sales data for strategy
A collaborative spirit and adaptability in fast-paced environments
Exceptional communication, presentation, and negotiation skills
A self-starter mindset with strong organizational skills
Salary range: $155,000 - $168,000, plus eligibility for a sales incentive target of $41,500 and participation in the company's long-term incentive plan.
Actual compensation may vary based on location, experience, and qualifications.
Benefits include
Paid time off (PTO)
Health coverage (Medical, Dental, Vision)
401(k) with company match
Company car.
We are an equal opportunity employer workplace.
We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation.
This posting is confidential; company details will be shared during later stages of the recruitment process.
$47k-78k yearly est. 1d ago
Client Solutions Manager
New England Lab 4.2
Relationship manager job in Woburn, MA
Salary:
For over 30 years, New England Lab, a full-service specialty sub-contractor, has provided laboratory furniture systems that support a wide range of client needs. We are proud to have provided laboratory furniture to some of the leading universities, biotech, government, corporate, industrial, and medical research facilities in the Northeast, Mid-Atlantic, and Carolinas.
Opportunity
As a Distribution Sales/Client Solutions (CS) Manager you oversee a team-focused, fast pace environment. You will be responsible for the management and growth of a customer service, inside sales, distribution, and ecommerce division that provides timely laboratory product solutions to our clients.You will also be responsible for overseeing/tracking our stock and surplus inventory. This is a full-time, in-office, salary position with regular hours 7am 4pm, M-F, reporting to the VP of Operations.
Role
The Distribution Sales/CS Manager needs to be self-motivated and highly detailed with ability to develop, train, and motivate a team while growing sales, client engagement, and profitability. In this role you will also need to manage processes and technology to increase efficiency, coordination and communication for several departments and inventory. Must deliver excellent internal and external customer service along with a strategic drive to increase sales and client engagement. In this position you will be responsible for managing and providing proactive responses to customer inquiries, quote requests, maintenance issues and orders (via email and phone). You will manage all NELD sales processing (managing inquiry, pricing, proposal, order entry, PO creation, project management, scheduling and order follow up), ensuring customers are taken care of from beginning to end. You will support the day to day operations by responding to technical product information, process clarification, inventory management, and individual employees questions.
Duties & Responsibilities
Oversee daily workflow for a dynamic, growing division which supports clients short lead time projects
Manage and grow team to meet or exceed department goals of meeting deadlines, excellent customer service and supporting the overall companys mission, vision, goals and strategy
Overall leadership, management and accountability of the department. Clear expectations through goal setting & tracking, coaching and training
Responsible for department budget, goals, profit centers and P&L. Track and report measurables and develop score card
Responsible for knowledge of product line, applications, and industries
Conduct unit and assembly take-off of small to mid-size projects from project plans, drawings or sketches
Coordinate invoices and payments with accounting and clients as needed
Represent NEL Direct within larger NEL projects
Plan and oversee research of new customers, projects and products
Customer Service
Oversee all customer inquiries, quotes, orders and client engagement.
Inside Sales
Help develop and implement processes and planning including marketing and sales efforts for current and future growth (bonus business and day two sales)
In Stock Sales
Grow, track, manage, and turn daily flow of inventory
Distributions Sales
Manage furnish and supply only sales (inquiry, estimating, product layouts/elevations, purchasing, project management, scheduling and delivery for Rapid Ship Division)
Manage supplier and vendor relationships for partnership (cost savings/lead times) and growth opportunities
Ecommerce/Online Sales
Manage leading ecommerce site for ease of use and increased revenue stream
Qualifications
5-7 years experience in leadership, coordination or management of small team
3-5 years experience in an administrative, customer service or inside sales role
BA/BS preferred
Enthusiastic and positive approach to sales & service-oriented tasks
Ecommerce experience with managing or growing a B2B site
Able to problem solve and provide solutions to client questions, concerns or issues
Driven, strong personal work ethic with an ability to spearhead new projects
Able to effectively manage and prioritize information, schedules and personalities
Knowledge and experience with MS Office (Word, Excel, Outlook, Access and PowerPoint) and Adobe Acrobat
Disclaimer
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required. Duties, responsibilities, and activities may change at any time with or without notice. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
This is a stationary position involving constant operation of computers and other office machinery. Substantial repetitive motions of the wrists, hands, and/or fingers are required. Daily moving around or between offices and buildings to coordinate or plan with other departments or divisions may be necessary. Occasional travel for company/department coordination or training may occur.
We are an equal opportunity employer; applicants, employees and former employees are protected from employment discrimination based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability and genetic information (including family medical history), or any other characteristic protected by law.
$85k-133k yearly est. 5d ago
Merrill Market Client Relationship Manager
Bank of America Corporation 4.7
Relationship manager job in Wellesley, MA
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.
* 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
$72k-117k yearly est. 44d ago
Client Partner Consultant, DentaQuest
Sun Life Financial 4.6
Relationship manager job in Wellesley, MA
Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.
Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.
DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all.
Job Description:
Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work.
The opportunity:
Responsible for overall client relationship, satisfaction, and program success. The Client Partner will oversee every element of the contract deliverables, including compliance reporting, financial reporting and service level performance reporting. Also responsible for ensuring effective internal coordination of cross-functional teams and external communication of client requests to ensure client expectations are satisfied.
How you will contribute:
* Responsible for on-going, effective communications and service to the current clients via on-site meetings, web-conference calls, and day-to-day interaction.
* Provide primary support to DentaQuest leadership for administration of administration of the client's program, and communicate information accurately and efficiently, to ensure that DQ is meeting and exceeding client expectations, and the terms of the RFR and contract.
* Proactively identify client expectations, communicate expectations to DQ leadership and staff, and ensure expectations requirements are delivered effectively. Proactively resolve issues and strengthen relationships at various professional levels within the client's organization.
* Responsible for coordination and serving as primary point of contact for client audits of DentaQuest programs to include coordination of documentation requests, meeting organization, and responding to auditor follow-up requests to DentaQuest.
* Develop and maintain relationships with appropriate functional areas within DentaQuest to ensure effective contract performance.
* Support innovative business practices and process improvement opportunities for current and prospective clients (e.g., P4Q, QARR, ER Diversion).
* Monitor changes in regulations and fee schedules, and communicate same to ensure compliance with state and federal guidelines.
* Perform functions that support timely and accurate reporting to clients.
* Responsible for ensuring Office Reference Manuals are kept up to date, corrective action plans are implemented and client audits are organized effectively.
* Develops and submits IODs based on CMS, market- or client-specific program requirements.
* Manages process for obtaining program requirements, documentation, support and other special requests from clients, providers and other organizations.
* Provides regular updates to senior management on internal and external issues affecting market performance.
* Represent DentaQuest at health fairs, conferences and advisory meetings through the State.
* Utilize leadership, negotiation, conflict resolution, project management, and strategic problem-solving skills.
* Other duties as assigned.
What you will bring with you:
* Bachelor's degree in business, Healthcare Administration (or related field) or equivalent, relevant work experience.
* Five years' experience working with external clients/customers; proven track record of providing superior service to internal and external customers.
* Two years' experience in a supervisory role.
* Well-organized and superior organizational, written, and oral communication skills (particularly presentation skills).
* Knowledge of group benefits. Proven ability to provide consultative services to proactively meet customer needs, using management reports, offering training opportunities and recommending innovative solutions.
* Ability to work independently and as part of a team.
* Proficient with general computer software including Microsoft Excel, Word and Outlook.
* Proven problem-solving skills.
* Ability to make good judgment conclusions based on data available with minimal supervision.
* Ability to prioritize and organize multiple tasks with tight deadlines.
* Excellent customer service skills.
* Up to 50% local travel required.
Salary:
Salary Range: $63,000 - $94,500
At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.
Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!
We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.
Life is brighter when you work at Sun Life
At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.
We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email ************************* to request an accommodation.
For applicants residing in California, please read our employee California Privacy Policy and Notice.
We do not require or administer lie detector tests as a condition of employment or continued employment.
Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Job Category:
Sales - Client RelationshipManagement
Posting End Date:
29/01/2026
$63k-94.5k yearly Auto-Apply 17d ago
Business Banking Relationship Manager III (Bristol County/south)
Eastern Bank 4.6
Relationship manager job in Wakefield, MA
Hiring Range: $77,510 - $127,338 The posted salary range reflects Eastern's expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information.
At Eastern Bank, we understand the financial concerns of small businesses. That's why we offer a variety of products and financing solutions designed specifically for business' with sales less than $10MM. Our Business Banking Group is a team of banking professionals who can deliver all the services you need quickly and conveniently.
Responsibilities include, but are not limited to the following:
Develop a portfolio of customers, prospects and Centers of Influence (COIs) through networking and other business development efforts.
Sell of bank products to new and existing customers.
Partner with assigned branches for cross sale opportunities and customer relationshipmanagementManagerelationships externally with key Community Partners to leverage programs, tools and resources that can assist BB customers grow and make their business more profitable.
Source, evaluate and recommend new BB banking opportunities for loan and deposit relationships. Loan relationships will include both C&I and CRE relationships.
Manage a portfolio of BB clients to help minimize risk for the bank, cross sell to the book of business and create a positive customer experience.
Coordinate calling and relationshipsmanagement activities with multiple internal business partners including commercial, investments, treasury, retail, and insurance.
Conduct preliminary underwriting and structure of credit requests.
Maintain internal Bank contact management system including full history.
Qualifications: Bachelors Degree or equivalent combination of training and related experience required.
Five-to-eight years of sales and management experience
Must have a basic understanding of commercial businesses and banking Demonstrated basic knowledge of credit with some prior credit training and sales training.
Strong communication skills (written and verbal). Strong communication and interpersonal skills. Strong sales skills in a fast paced environment.
Able to utilize full range of prospecting sales activities. Technologically proficient.
Candidate must be able to attend networking and other events outside of customary business hours Must be a self starter and able to self generate sales prospects and pipeline.
How much does a relationship manager earn in Manchester, NH?
The average relationship manager in Manchester, NH earns between $58,000 and $124,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.
Average relationship manager salary in Manchester, NH
$85,000
What are the biggest employers of Relationship Managers in Manchester, NH?
The biggest employers of Relationship Managers in Manchester, NH are: