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  • Core Sales, Relationship Manager - Financial Solutions

    Bloomberg 4.8company rating

    Relationship manager job in New York, NY

    Description & Requirements Bloomberg is a global leader in business and financial information, news and insight, and we use innovative technology to deliver trusted data and bring transparency to the financial markets. Our customers around the globe rely on us for the information and tools they need to make critical investment decisions and remain connected across all sides of the financial community. And, to ensure the best experience for our employees across more than 150 locations around the world, we provide the spaces and systems that allow our teams to work together with agility, productivity and collaboration, no matter where they are. The Bloomberg Financial Solutions department is at the forefront of ensuring success for our customers and employees alike. Our team comprises several key pillars: sales, service, operations, culture and brand. As a department, we are united by a common goal: We create meaningful relationships with clients by understanding their needs and delivering exceptional end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg. Our Team We're Bloomberg. We sit at the heart of the financial markets, from the largest sell-side institutions right through to the two-person hedge fund - we're an integral part of the financial market's workflow in every corner of the world. We provide our users with up to the millisecond market moves and analytics as well as connecting them with their counterparts and the wider community of 350,000 Bloomberg Terminal subscribers. Our Sales teams are industry renowned for their subject matter expertise and platinum service levels. You'll have industry renowned training, not just when you join us, but continually throughout your career here. Just like we invest in our products, we invest in our people. It gives us the edge. What's the role? Bloomberg is hiring for a new Relationship Manager position. This job is the perfect mix of established accounts looking to further partner with us and prospects that present new opportunities! You will be responsible for developing deep and trusted relationships with clients, understanding their workflow and technology, successfully manage relationships with C-Suite and drive enterprise revenue strategies. Your experienced consultative approach should uncover opportunities and expand our partnerships while at the same time increasing our clients overall operating efficiency. You will be up to date with the latest trends and business initiatives within our client base. Your sales skills, dedication and motivation will allow us to maximize short- and long-term sales opportunities and mitigate risks to our existing revenue. We will trust you to: Utilize your strong product knowledge, technical skills, and market knowledge to generate revenue from our terminal business and broader technology and data suite Demonstrate sales creativity by combining our offerings or looking to create new unique offerings which present a strong return on investment for the firm Forge relationships with prospects in the region in order to expand the Bloomberg footprint and secure new business revenue Develop an in-depth knowledge of what your customers do at all levels of their business. This will include Bloomberg terminal users, and other stakeholders who leverage our broader technology and data suite Articulate the features and benefits of Bloomberg enterprise level products in detail, so that you can act as a consultative partner for your customers Show an exceptional knowledge of our core Bloomberg Terminal products and how workflows apply to specific customer groups and industry types Credibly position our analytics, data, and product solutions in the context of the developing financial markets and changing technology landscape Contribute innovative ideas that anticipate and address client needs Collaborate internally to implement and execute value-added solutions Participate actively in new projects that drive departmental and firm-wide initiatives and goals Seek out additional ways to demonstrate leadership and make an impact, such as mentoring, involvement in training, running campaigns, and active involvement in product enhancement You'll need to have: 2+ years of sales experience Proven consultative sales skills, including competitive market research, lead generation, prospecting, business development and closing sales Proven ability to manage multiple complex sales engagements concurrently Experience in building and maintaining client relationships both externally and internally Outstanding presentation, training, and communication skills The ability for regular travel What's It Like To Work Here? We work hard. We are ambitious and set ourselves tough business goals. We are a meritocracy where everyone has a voice - not a job title. Working with people you trust, respect, and can collaborate with is more important than titles or position. Things move fast, and we want people who will enjoy working in this environment and feed off the energy. But it isn't all about work. Giving back is one of our core values, and there are many ways to get involved in philanthropic initiatives from helping local school kids with their reading to helping clean up local parks and waterways. Salary Range = 115000 - 185000 USD Annually + Benefits + Bonus The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level. We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns. Discover what makes Bloomberg unique - watch our podcast series for an inside look at our culture, values, and the people behind our success.
    $129k-203k yearly est. 7d ago
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  • Senior Customer Success Manager

    Adobe Systems Incorporated 4.8company rating

    Relationship manager job in New York, NY

    Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional digital experiences! We're passionate about empowering people to create beautiful and powerful images, videos, and apps, and transform how companies interact with customers across every screen. We're on a mission to hire the very best and are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize that new ideas can come from everywhere in the organization, and we know the next big idea could be yours! We are hiring a Senior Customer Success Manager to join our Digital Media team. In this role, you will work with our customers to build strong partnerships, drive adoption of our emerging solutions, and ultimately ensure they realize value from their investment. In addition, you can expect to work closely with a cross-functional Adobe ecosystem including Account Executives, Marketing, Consulting and Product specialists to develop new value propositions, build awareness, and reveal new growth opportunities. Our team is fueled with a real passion for innovation, growth, and a steadfast dedication to making our customers successful. We hire multifaceted, passionate, and creative individuals who thrive in fast paced environments. What You'll Do: * Be accountable for Customer's overall success with Adobe, including renewal readiness, utilization of Adobe solutions, customer health, and satisfaction * Act as the main point of contact throughout the Customer post-sales lifecycle, define measurable success plans with clear outcomes, and ensure cohesive communication across internal and customer audiences at all levels. * Collaborate with senior level account collaborators to efficiently implement the customer's strategy and roadmap. * Deliver an exceptional customer experience through proactive communication, orchestrating the right internal resources, and effectively using the customer engagement model to meet customer business goals. * Inspire innovation and thought leadership by sharing resources and new ways your customers can use Adobe solutions to accelerate and advance their creative process. * Identify Customer risk, and partner with the Adobe ecosystem team to establish and carry out risk mitigation and improvement strategies. * Serve as the voice of the customer internally at Adobe - sharing strategic use-cases, process improvements and asks back into the internal ecosystem. * Lead ongoing initiatives that help continuously improve our approach and effectively secure our customer's success. What you need to succeed: * Bachelor's Degree and/or relevant work experience * 10+ years of related experience in technology success or services (Customer Success, Consulting, Business Development, client-side experience, etc.) * Passion for driving customer success and measurable outcomes * Shown effectiveness handling a portfolio of large, complex, and strategic enterprise customer accounts at a senior level * Exceptional interpersonal, presentation, and communication skills, both verbal and written * Ability to prioritize, multi-task, and perform under pressure * Strong communication and social skills, with the ability to navigate and mediate conflict and cultivate joint partnerships * Existing knowledge of software in digital marketing and/or digital media space * Expert at Program Management within large organizations, helping to inspire change across groups by engaging key partners * Validated experience with account planning & customer success plans * Effective at leading executive C-level discussions, presentations, meetings, and workshops * Flexibility to travel (approx. 20%) Get to know the team: With Adobe's rich heritage in content creation tools, Adobe is uniquely positioned to deliver an integrated workflow from content creation to monetization. Ultimately, designers, developers, marketers, advertisers, and publishers benefit from a streamlined workflow with analytics and optimization capabilities embedded into the creation tools, enabling the delivery of the right content to the right audience at the right time, regardless of the channel. If you're looking to make an impact, Adobe's the place! Discover what our employees are saying about their career experiences on the Adobe Life blog and explore the substantial benefits we offer. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. At Adobe, you will be immersed in an exceptional work environment that is recognized throughout the world on 'Best Companies' lists. You will also be surrounded by colleagues who are committed to helping each other grow through our unique Check-In approach where ongoing feedback flows freely. Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay range for this position is $135,200 -- $234,150 annually. Pay within this range varies by work location and may also depend on job-related knowledge, skills, and experience. Your recruiter can share more about the specific salary range for the job location during the hiring process. In New York, the pay range for this position is $161,700 - $234,150 In Illinois, the pay range for this position is $149,400 - $216,300 At Adobe, for sales roles starting salaries are expressed as total target compensation (TTC = base + commission), and short-term incentives are in the form of sales commission plans. Non-sales roles starting salaries are expressed as base salary and short-term incentives are in the form of the Annual Incentive Plan (AIP). In addition, certain roles may be eligible for long-term incentives in the form of a new hire equity award. State-Specific Notices: California: Fair Chance Ordinances Adobe will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and "fair chance" ordinances. Colorado: Application Window Notice If this role is open to hiring in Colorado (as listed on the job posting), the application window will remain open until at least the date and time stated above in Pacific Time, in compliance with Colorado pay transparency regulations. If this role does not have Colorado listed as a hiring location, no specific application window applies, and the posting may close at any time based on hiring needs. Massachusetts: Massachusetts Legal Notice It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Adobe is proud to be an Equal Employment Opportunity employer. We do not discriminate based on gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other applicable characteristics protected by law. Learn more. Adobe aims to make Adobe.com accessible to any and all users. If you have a disability or special need that requires accommodation to navigate our website or complete the application process, email accommodations@adobe.com or call **************.
    $161.7k-234.2k yearly 7d ago
  • Relationship Management Senior Manager Private Credit

    Alter Domus

    Relationship manager job in New York, NY

    ABOUT US: As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning "The Other House" in Latin) is proud to be home to 90% of the top 30 asset managers in the private markets, and more than 6,000 professionals across 24 jurisdictions. With a deep understanding of what it takes to succeed in alternatives, we believe in being different in what we do, how we work, and most importantly in how we enable and develop our people. Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to take. Find out more about life at Alter Domus at careers.alterdomus.com Your role The Relationship Management Senior Manager plays a key role in developing strong client relationships. You will contribute to the design and execution of effective relationship management strategies, supporting the go-to-market plan for clients across all asset classes, with an emphasis on Private Credit. Your responsibilities Support the delivery of ambitious sales target underpinned by a centralized sales and growth plan to help Alter Domus achieve its commercial objectives in North America market. Create and implement the relationship management plan for your portfolio of clients, actively working on new proposals for your client portfolio to build a sales pipeline and increase share of wallet for these existing clients, analyzing and tracking KPIs on profitability across your client portfolio, including bad debt recovery and cash collection. Build and maintain strong internal and external business networks, driving personal and business growth through a commitment to collaboration and teamwork. Provide advice across all Alter Domus products and services to take advantage of opportunities to increase share of wallet with your existing clients and participating in new client pitches collaborating with internal product and other teams to deliver competitive advantage. Monitor and drive client satisfaction, engaging continuously with your clients to understand their expectations and engage with internal teams to ensure Alter Domus fulfils their expectations to deliver a superb client experience. Keep watch on local and international regulatory updates that affect the industries our clients operate in. Actively monitor competitor activities and deliver insight and thought leadership on market trends to anticipate future client needs. Maintain sales pipeline data that is fit for accurate forecasting and reporting by regularly using standard sales tools, review cadences, and processes. Diligently record all key contract information, interactions, activities, and other commercially relevant details about accounts or opportunities Promote and build the Alter Domus brand and culture both internally and externally, acting as an ambassador and role model to our people, clients, and customers to embed the Alter Domus Values and to promote our Employer Value Proposition. Contribute to a strong culture of compliance and risk control to mitigate financial, operational and reputational risks. Your profile A proven track record in achieving revenue targets. Excellent communication and presentation skills (active listening, storytelling, presentation skills, negotiation skills and social selling) Client-centric mindset with relationship building experience that leads to increased opportunities with new and existing clients. Highly motivated and results driven with consistent achievement of sales targets. Autonomous, have strong organizational skills (time management, planning, accuracy in documenting client activities) What we expect from a leader at Alter Domus You will demonstrate strong business insight and commercial acumen combined with strong technical expertise and analytical problem-solving skills. You will have an intellectual curiosity and a global mind-set, allowing you to partner effectively across your region and beyond with agility and flexibility. You will be adept at managing competing demands on your time, actively prioritizing and remaining calm under pressure while navigating complexity and challenges with confidence and resilience. You will possess strong interpersonal skills - influencing and building trust quickly, navigating complexity and ambiguity with confidence and negotiating with tenacity and focus. You will be decisive and persuasive to achieve the results. You will demonstrate personal resilience in the context of an international company in high-growth mode. You will demonstrate a strong commitment to high integrity and ethics. Your AD Key Relationships Leaders Sales, Relationship Management across all products. Clients & Prospective clients (C-Level down to business heads). Finance, Legal & Compliance, Risk Management, Tech and People Team. Salary range: We offer a salary of $110,000 to $185,000 depending on the skills and experience brought to the role. Creating a workplace where everyone can belong We are committed to ensuring an inclusive recruiting and onboarding process. Please contact our hiring team if you require any accommodations to make our recruitment process more accessible for you. (Alter Domus Privacy notice can be reviewed via Alter Domus webpage: *************************************** #LI-HYBRID
    $110k-185k yearly 7d ago
  • Wealth Relationship Manager SAFE Act - Brooklyn

    Citigroup Inc. 4.6company rating

    Relationship manager job in New York, NY

    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work‑flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in‑depth understanding of how areas collectively integrate within the sub‑function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions. Provide regular value‑added engagement with clients-High touch, face‑to‑face meetings at client's preferred location, consistent communication, access to seminars, etc. Master referral opportunities to grow portfolio. Proactively source, acquire and expand high‑value customer relationship by maximizing sale and service opportunities. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client bonding. Acquire new clients through converting referral leads. Manage client follow‑up and adhere to all Regulatory and Compliance operating procedures. Ensure that KYC/AML and other compliance norms are strictly adhered to. Partner with all roles on branch team to ensure all clients have a positive in‑branch experience. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 5-8 years of experience Strong analytical and financial skills Strong verbal and written communication skills Organized with strong attention to detail Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self‑starter, problem solver and a goal‑oriented team player able to work without direction Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role. Insurance Group 1 required. Must obtain within 120 days of meeting all US FINRA Registration requirements if not already held. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education Bachelor's/University degree or equivalent experience Benefits In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Primary Location: Brooklyn, New York, United States Salary Range: $88,400.00 - $132,600.00 Anticipated Posting Close Date: Nov 26, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr
    $88.4k-132.6k yearly 5d ago
  • Automotive Tool Sales/Route Manager - Full Training

    Mac Tools 4.0company rating

    Relationship manager job in Newark, NJ

    Invest in Your Success with Mac Tools Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle. As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds. Key Benefits of Mac Tools Franchise Ownership Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada. Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more. World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters. Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc. Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world. Financial Flexibility: Explore various financing options to fit your needs. Financial Requirements To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options. Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases. Ready to Take the Next Step? Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise? Complete our quick mobile application to start your journey towards financial independence. Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand. Mac Tools , a division of Stanley Black & Decker Inc. 5195 Blazer Parkway Dublin, Ohio 43017
    $48k-56k yearly est. 7d ago
  • Relationship Manager, National Title Solutions

    Bankunited 4.7company rating

    Relationship manager job in New York, NY

    SUMMARY: The Relationship Manager for National Title Solutions (NTS) is responsible for developing, growing, and managing a portfolio of commercial deposit and cash management relationships within the title, escrow, and settlement industry. This forward-facing sales role requires deep industry knowledge, strong business development acumen, and the ability to deliver exceptional client experiences in a complex, regulated environment. The RM will source new business nationally through proactive prospecting, strategic partnerships, and participation in industry conferences and events. The role partners closely with internal operations, treasury, compliance, and risk teams to ensure seamless client onboarding and ongoing relationship management. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Identify and cultivate new client relationships across the title, escrow, and settlement services sectors nationwide. Develop tailored deposit, treasury, and escrow management solutions to meet client needs. Build and maintain referral networks with software partners, underwriters, and title vendors. Represent NTS at industry events, conferences, and client meetings. Serve as primary contact for assigned clients, ensuring a high-touch, white-glove experience. Conduct regular portfolio reviews to assess profitability, growth opportunities, and client satisfaction. Partner with internal departments to ensure timely implementation, onboarding, and service delivery. Resolve client inquiries and escalate issues appropriately to maintain service excellence. Meet and exceed annual deposit growth and fee income goals. Maintain deep understanding of regulatory and compliance requirements within escrow and fiduciary account structures. Monitor account activity for performance, usage and adherence to operational policies. Ensure all relationships align with the bank's credit and risk appetite. Work closely with NTS Operations, Treasury Management, and Compliance teams to execute on client commitments. Mentor associate relationship managers as the business scales. Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.). Adheres to Bank policies and procedures and completes required training. Identifies and reports suspicious activity. EDUCATION Bachelor's Degree from four-year college or university required EXPERIENCE 4-6 Years in commercial banking, treasury management, or title/escrow industry sales preferred KNOWLEDGE, SKILLS AND ABILITIES Proven track record of meeting or exceeding production and relationship management goals. Excellent communication, presentation, and negotiation skills. Willingness to travel nationally to client sites and industry events (up to 50%) Relationship-driven with consultative sales approach Collaborative team player with cross functional alignment Customer-centric and solutions-oriented. ADDITIONAL INFORMATION Candidates residing in locations within BankUnited's footprint may be given preference. Candidates residing in locations within BankUnited's footprint may be given preference.
    $89k-117k yearly est. 7d ago
  • Private Wealth Relationship Manager

    Bank of America 4.7company rating

    Relationship manager job in New York, NY

    New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************** **:** 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:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. T **Skills:** + Account Management + Business Acumen + Client Management + Client Solutions Advisory + Portfolio Management + Referral Identification + Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + Process Simplification **Required Qualifications:** + Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support + SAFE ACT Registration; ADV-2B Required + Maintain at least one firm approved designation + Possess and demonstrate strong communication skills + Ability to lead through collaboration and influence without direct authority + Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once + Thorough knowledge and understanding of the suite of Wealth Management products and services + Proven ability to manage risk and support sound decisions + Ability to research escalated client issues for response/resolution **Desired Qualifications:** + Certified Financial Planner (CFP) Designation + Invested in personal development with the Private Wealth Management Team + Bachelor's degree or higher in related field **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **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.
    $74k-123k yearly est. 7d ago
  • Sr. B2B Relationship Manager

    B&H Foto & Electronics Corp 4.5company rating

    Relationship manager job in New York, NY

    Builds relationships with B&H's largest business customers Follows up on internal and external contract leads Decides on negotiation strategy, reviews contracts and adjusts pricing Liaisons with internal departments during the process, including IT, Relationship Manager, Relationship, Manager, Client Relations, Retail, Business Services
    $73k-108k yearly est. 7d ago
  • Senior Manager-Client Management

    American Express 4.8company rating

    Relationship manager job in New York, NY

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. The Global Client Group (GCG) sits within Global Merchant and Network Services (GMNS) and serves American Express' largest and most complex global merchants, across retail, online and travel-related industries. Our vision is to be the indispensable partner of choice for our merchant customers to facilitate global commerce. Our mission is to drive business growth and deliver superior business and financial results through delivering premium value, excellence in service, and increased customer engagement through innovative solutions. As a Senior Client Manager in GCG, reporting to the Vice President, Global Client Group Online, you will be responsible for managing a portfolio of strategic online partners across technology, digital advertising, business services as well as developing a global strategy and account initiatives to drive growth with this dynamic set of clients. This is an excellent opportunity for a self-motivated individual who is interested in further developing general management and business development skill sets while working with some of the world's leading companies in an environment where innovation and new thinking is highly valued and encouraged. **Key Responsibilities:** * Develop a deep understanding of client business models, strategy and priorities and manage the end-to-end global client relationship, as well as developing holistic strategies which deepen American Express' profitability, relevance, and engagement with these strategic clients. * Drive & expand charge volume globally in new regions/channels and uncover business transformational opportunities that deliver against mutual objectives. * Collaborate with a broad range of key business partners such as Pricing, Finance, Risk, Legal and Operations across American Express, to create profitable deal constructs, value levers and pricing scenarios for use in Card Acceptance & related contract negotiations. * Partner with global payments consulting and servicing teams to proactively resolve operational challenges. * Identify opportunities to drive tangible merchant value leveraging Enterprise capabilities. * Create global account plans; including partnering with international client managers to develop regional specific strategies that drive mutually beneficial results. * Open doors to C-suite and key decision makers establishing value of American Express acceptance and creating buy-in on business building opportunities. **Minimum Qualifications:** * Experience in client management required - expertise in payments and B2B experience a plus * Strong executive presence with a track record in developing relationships at all levels to sell-in transformational initiatives * Excellent influencing and collaboration skills, internally and externally * Strong strategic thinking, analytical and problem resolution skills * Proven ability to drive results in a highly complex and dynamic external marketplace * Experience negotiating client agreements and contracts * Demonstrated project management skills and the ability to seamlessly multi-task and reprioritize * Ability to develop and implement creative solutions to marketing, financial, operational, and other business problems * Team player who enjoys working in a fun, smart, fast-paced, and dynamic environment * Excellent oral/written communication and presentation skills a must * Thrives in an ambiguous environment and quickly changing external marketplace * Bachelor's degree required * Candidate must reside in or be willing to relocate to the Greater NYC Metro area **Qualifications** Salary Range: $103,750.00 to $174,750.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions **Job:** Sales **Primary Location:** US-New York-New York **Schedule** Full-time **Req ID:** 26000504
    $103.8k-174.8k yearly 4d ago
  • Account Manager - Real Estate Leasing Portfolio

    Real New York 3.6company rating

    Relationship manager job in New York, NY

    The Leasing Team at REAL New York is in charge of driving rentals for our exclusive property owner/management customer base. As a Leasing Coordinator, you will be responsible for the full leasing cycle from new vacancy through successful lease up. We are looking for a proactive, detail-oriented, results-driven, solution-oriented individual with clear communication skills to join our growing team! Ideal Leasing Coordinator Act as the primary company liaison for assigned accounts and portfolios with the goal of developing a strong relationship with accounts ensuring we are providing optimal customer service. Ensure the company database is kept up-to-date. Conduct weekly audits to ensure marketing is in line with company standards. Provide consistent feedback to property management/owners on the status of assigned vacancies, steps that the company is taking to drive lease up, showing feedback from agents and making suggestions about positioning. Drive leasing performance for assigned accounts by evaluating photography, listing information, marketing, descriptions, agent assignment, lead generation and pricing. Develop internal marketing strategies to drive leasing results for your assigned portfolios. Be an expert on your assigned portfolios by visiting buildings and touring assigned units. Confirming amenities, finishes and evaluating pricing. Review applications for assigned accounts to ensure terms are in line with property management expectations. Negotiate deal terms with the goal of finding a happy medium where possible. Announce deposits and compile/submit applications for approval ensuring that all application requirements are met. Ensure completed lease packages and payments are delivered in a timely manner to property management. Ensure tenants are provided with move-in instructions. Ensure all new assigned accounts are fully onboarded as per onboarding processes. Ideal Candidate Good judgment - The exercise of critical thinking, analyzing and assessing problems and implications, identifying patterns, making connections of underlying issues, understanding risks and developing mitigation strategies, and taking ownership of the outcome. Detail-oriented - Exercise extreme attention to detail; is thorough, accurate, organized, productive and seeks to understand both the cause and effect of a situation. Results-driven - Consistently achieves results, even under difficult circumstances. Clear communication - The ability to articulate thoughts and express ideas effectively using oral, written, visual and non-verbal communication skills, as well as listening skills to gain understanding. Solution oriented mindset - Help identify the source of a question or challenge and provide the right, or a better, way of doing things based on the needs of your accounts and/or the department. Job Type: Full-time Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance
    $72k-116k yearly est. 3d ago
  • Senior Customer Success Manager

    Balance 3.2company rating

    Relationship manager job in New York, NY

    As a Senior Customer Success Manager at Balance, you will be the strategic lead for our most valued and complex enterprise accounts. Your mission is to ensure clients aren't just satisfied-they're thriving. You'll take full ownership of the relationship, leading onboarding, driving adoption, and executing retention and expansion initiatives. This role blends the relationship-building strength of account management with the structure and rigor of project management. It's ideal for someone who is customer-obsessed, thrives in high-accountability, cross-functional environments, and is excited to own the customer journey-from kickoff through renewal. You should be comfortable in fintech (especially payments and credit) and energized by complexity, ownership, and delivering meaningful outcomes. OTE Range: 120,000- 150,000 Responsibilities Who You Are: You have 5+ years of experience in Customer Success, Account Management, or related roles, with a strong track record managing enterprise B2B accounts You have deep understanding of fintech, particularly in payments and/or credit, this is key to understanding our customers' needs You've led complex customer implementations or expansions, and can operate like a project manager, aligning internal and external teams toward shared outcomes You're highly organized and own your accounts like a business, you plan ahead, follow through, and are accountable for results You're data-literate and analytical, you use metrics to spot trends, communicate performance, and inform decisions You're proactive, flexible, and comfortable navigating fast-paced, early-stage environments You value collaboration but know how to work independently and juggle multiple initiatives with shifting priorities Preferred Background: Experience in customer-facing roles at fintech companies Background in credit, underwriting, or financial services-a strong plus! Track record of success in early-stage or high-growth companies Experience managing a book of business and renewals Strong presentation skills with the ability to conduct QBRs with executive stakeholders Requirements 5+ years of proven work experience in a customer success or a similar role Experience in working with enterprise clients Exceptional ability to communicate and foster positive business relationships, A proven record in growing accounts and initiating upsell and cross-selling opportunities Accountability and personal organization are essential // Strong project management skills // Detail-oriented mindset Excellent analytical skills Proficiency in providing technical support Background in Fintech (Payments and Credit), or SaaS companies Background in early-stage companies (culture of flexibility and agility) is an advantage Experience in managing and executing renewals - is a must! Please note: We are not able to provide relocation assistance or work visa sponsorship for this position. Candidates must be authorized to work in the United States at the time of application. This role requires the ability to work onsite in New York City at least 3 days a week.
    $75k-115k yearly est. 7d ago
  • Director, Non-Bank Financial Institutions, Treasury Management Officer, Global Transaction Banking

    Banque Scotia (Bank of Nova Scotia

    Relationship manager job in New York, NY

    Salary Range: 185,400.00 - 310,600.00 Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Director, Non-Bank Financial Institutions, Treasury Management Officer, Global Transaction Banking Global Transaction Banking Global Transaction Banking (GTB) is the payments and transaction engine of Scotiabank. We support Small Business, Commercial and Corporate clients with effective treasury management solutions coupled with a best-in-class service model, making it easy for clients to do business with us. As businesses build their digital capabilities and transform their operating models, their payment needs are evolving too. Boasting a unique global footprint, GTB's comprehensive suite of innovative banking solutions help our business clients generate operational efficiencies, streamline and simplify payments, improve working capital performance, and mitigate financial risk. At Scotiabank, we embrace your strengths, ideas, and ambitions. GTB is a fast-growing team with a focus on the Americas, particularly Canada, the U.S., Mexico, and we are seeking top tier talent to complement our organization. Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture. Purpose As a Director, Treasury Management Officer (TMO) you will partner closely with Corporate & Investment Bankers (CIBs) while overseeing a focused portfolio of US-headquartered insurers, asset managers, financial sponsors and pensions, with annual revenues greater than $2 billion. You'll serve as a trusted advisor and single point of contact across all markets, offering dedicated Global Transaction Banking (GTB) coverage for all products. TMOs are organized by industry sector and coordinate the overall GTB relationship with in-country subsidiary coverage to provide a consistent and simplified client experience. By leveraging your industry leading expertise in global liquidity management, payables and receivables optimization, alternative and emerging payments, foreign exchange, working capital solutions, and digital transformation, you'll strengthen existing connections, prospect new ones and introduce clients to strategic partners as you deliver Scotiabank's global value proposition and local transaction banking platform. This is an opportunity to become a leading voice in transaction banking within the NBFI space, delivering impactful solutions globally that drive client success and deliver on the Bank's strategies. Accountabilities Leads and drives a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Develop and implement actionable strategies to identify and secure new transaction banking business across our global footprint, while strategically managing and expanding existing client relationships to maximize revenue growth. Serving as the primary transaction banking relationship contact for CFOs, Treasurers, VPs of Finance, and Controllers, to provide industry-focused payment modernization solutions within a consultative and client driven framework. Building a strong internal network, across countries, products and functions, to deliver a comprehensive, global experience to the client. Leading the delivery of tailored thought leadership to the market, prospects, and clients, in collaboration with solution/product partners on all transaction banking related topics at client roundtables, industry conferences, webinars, and client events. Responsible for delivering a seamless end to end client experience through effective stakeholder management and collaboration with solutions specialists and leading business process reviews aligned to key client sales opportunities. Sharing industry leading best practices, ideas, and strategies while partnering with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions. Leading relationship capital allocation, RoRWA returns and pricing strategy and discussions with internal partners. Collaborating with key partners including Group Treasury, Global Risk Management, Capital Markets, Corporate & Investment Banking, Global Operations, Fulfillment and Servicing. Builds a high-performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment and using a coaching mindset and behaviors; communicating vision/values/business strategy; and managing succession and development planning for the team. Dimensions 1 direct report Strong strategic and tactical planning skills Strong knowledge of sales and sales management skills Strong leadership and coaching skills along with strong interpersonal skills to facilitate a strong team environment Excellent written and verbal communication skills Strong negotiating and influencing skills Excellent analytical skills Excellent client experience understanding and perspective Education & Experience 6+ years of transaction banking experience incl. global cash management, liquidity management, trade & working capital solutions, and / or corporate banking or global banking experience. Knowledge and understanding of transaction banking products, credit and risk processes and pricing philosophy. Demonstrated ability to create and execute against an industry strategy in line with sales goals. Excellent communication skills with a track record in building relationships with internal partners, clients and prospects. Takes accountability and acts with urgency to achieve goals. Proven negotiation and active listening skills demonstratingcritical and strategic thinking. Concern and regard for managing operational and enterprise risk. Demonstrated experience of meeting or exceeding sales goals as a proven top individual contributor. Prior experience effectively communicating to an executive audience, internally and externally. Strong creative solution and motivation for process improvement Proven track record of prioritizing competing priorities and leading small groups while delegating tasks · Bachelor's degree, MBA or equivalent · International banking experience Spanish / French Language competency is an advantage Interested? If your experience is closely related but doesn't align perfectly with every qualification, we do encourage you to apply - you might be the right candidate for this or other roles at Scotiabank! At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture. What's in it for you? Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. Location(s): United States : New York : New York City Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. Nearest Major Market: New York City Job Segment: Accounts Payable, Bank, Banking, Investment Banking, Finance MBA, Finance
    $72k-104k yearly est. 7d ago
  • Retail Banking Manager

    Accenture 4.7company rating

    Relationship manager job in New York, NY

    Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent- and innovation -led company with approximately 750,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data, and AI with unmatched industry experience, functional expertise , and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners, and communities. Visit us at ***************** . In Strategy & Consulting we work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Our deep industry and functional expertise is supported by proprietary assets and solutions that help organizations transform faster and become more resilient. Underpinned by technology, data, analytics, AI, change management, talent, and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization's total enterprise reinvention. You Are As a Management Consulting Manager within the Banking Consulting practice, you are a transformation leader who drives client engagements at the intersection of business strategy, technology, and operations. Retail banks are engaging Accenture to partner on their strategic transformations, benefit from leading-edge thought leadership, and modernize their business models and technology. You lead teams to deliver data- and AI-powered solutions, shape digital transformation roadmaps, and ensure alignment between business goals and technology outcomes. You are trusted by clients and colleagues to deliver results and foster innovation. Skills include: + Lead client engagements that combine business strategy, technology enablement, and operational transformation + Build and sustain trusted client relationships through insight-driven recommendations + Translate complex business problems into actionable AI and data-driven use cases + Design and implement data-enabled operating models for retail banking + Apply automation and AI to build intelligent workflows that optimize processes and customer experience + Accelerate transformation via agile delivery and AI-enabled solutions + Partner with technology teams to shape and execute digital transformation roadmaps , ensuring alignment between business goals and technology outcomes + Lead change management initiatives to embed digital and AI capabilities across organizations + Collaborate across Accenture's ecosystem to deliver One Accenture value to clients What You Need + A combined 5+ years of experience in one or more of the following: + Management consulting experience + Consumer lending/mortgage lending experience + Core banking experience + Demonstrated ability to be part of a team delivering complex projects + A Bachelor's degree + Must be willing to travel up to 80% (Monday - Thursday) + BONUS POINTS IF: + Experience with agentic AI use case deployment or building AI agents for banking workflows + Hands-on exposure to generative AI solutions and prompt engineering + Familiarity with cloud-native architectures and data governance frameworks + Entrepreneurial mindset and ability to innovate beyond traditional consulting approaches + Proficiency in visual storytelling tools (PowerPoint, data visualization platforms) Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (https://*****************/us-en/careers/local/total-rewards) Role Location Annual Salary Range California $94,400 to $293,800 Cleveland $87,400 to $235,000 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Maryland $94,400 to $253,800 Massachusetts $94,400 to $270,300 Minnesota $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 Requesting an Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity Statement (https://*****************/content/dam/accenture/final/accenture-com/document-3/Accenture-Equal-Employment-Opportunity-Statement.pdf#zoom=50) Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
    $100.5k-270.3k yearly 7d ago
  • Bank Manager

    Fintrust Connect

    Relationship manager job in Lyndhurst, NJ

    For more Job Opportunities follow FINTRUST CONNECT here: FinTrust Connect: Jobs | LinkedIn Branch Manager I -Lyndhurst, NJ FinTrust Connect is excited to announce that we have partnered with a well-established community bank in search of a Branch Manager Lyndhurst, NJ branch. This candidate is responsible for managing the day-to-day operations of the branch, the internal sales process and customer experience. They are responsible for ensuring all policies and procedures are followed and that the branch staff practices sound risk management. This position is responsible for providing required reporting related to operations and control and adherence to income, expense, and budgetary guidelines and standards, as well as security of equipment and premises, financial controls, collections and loss handling, daily opening and closing procedures. Why this Opportunity? Culture: This bank values a strong team-oriented culture that prioritizes inclusivity and professional development. They believe in creating a supportive and collaborative work environment where all employees feel valued and empowered to reach their full potential. This institution is committed to fostering a positive and family-like atmosphere within the bank and to provide opportunities for career advancement and growth for their employees. Workplace (On-site, Hybrid, Remote): On-site in Lyndhurst, NJ Function: responsible for the cultivation and development of Centers of Influence (COIs) that refer profitable new business relationships Requirements: High School diploma. Minimum of 3 years of branch management/supervision experience preferred. Solid interpersonal skills, including listening, written and verbal communication. Ability to work with a wide variety of personalities in a courteous and professional manner. Solid math and analytical skills. Ability to understand and follow safety and security practices. Strong ability to build relationships through consultative conversations and to identify customer needs and translate those needs to sales opportunities. Strong customer service/advocacy skills. Solid organizational and time management skills Ability to effectively coach, develop and manage staff performance. Description: Manage and own all facets of day-to-day branch operations. Manage the successful execution of the internal sales process by all staff to drive results. Ensure all staff are providing an extraordinary customer experience by executing the bank's customer service behaviors. Ensure all staff are operating proficiently with regards to branch operations, policies and procedures and compliance. Actively participate in in local community and business events. Assist the Market Manager in creating the annual business plan for their financial center. Create, with the support of the Assistant Branch Manager, a monthly branch sales tactical plan to ensure sales goals are being met. Ensure the branch meets and exceeds corporate audit and compliance audit expectations. Responsible for managing branch profitability. Responsible for coaching and ensuring employee development process is conducted consistently on a monthly basis. Handle scheduling to effectively meet branch productivity and efficiency standards. Perform and review branch audits.
    $90k-140k yearly est. 4d ago
  • Studio Sales & Client Experience Manager

    Aflalo

    Relationship manager job in New York, NY

    Location: Soho, NYC | Full-Time | Reports to Director of Operations About the Role AFLALO is a modern house, blending opulence with a provocative, contemporary vision. As Studio Sales & Client Experience Manager, you will shape how clients encounter AFLALO from day one-curating refined in-studio experiences, building long-term VIP relationships, and driving meaningful sales through personal connection. This is an opportunity to set the clienteling standard for our Soho studio and establish a foundation of loyal, repeat clients. This role is designed to grow with the business. The initial scope is broader, offering hands-on exposure to client experience across multiple touchpoints and the opportunity to help establish standards and processes from the outset. Responsibilities Welcome and assist all in-studio clients-walk-ins, styling appointments, and events Offer personalized styling and warm, concierge-level service Build and maintain a CRM of VIPs and top clients, tracking preferences and purchases Follow up post-visit to encourage retention and repeat purchases Respond to client inquiries related to orders, product information, returns, and exchanges via email and phone Coordinate gifting, guest lists, and thoughtful touches for top clients Maintain an elegant, orderly studio that reflects the AFLALO aesthetic Share client feedback and insights with the merchandising and operations teams Schedule Full-time, 5 days per week Weekend availability required (Wednesday-Sunday typical) Qualifications 5 years of luxury retail, showroom, or client development experience Proven record of driving sales through VIP clienteling Strong styling sensibility and ability to curate wardrobes for discerning clients Highly polished, warm, and discreet with excellent communication skills Deep understanding of luxury service standards and CRM best practices Driven, entrepreneurial spirit-eager to build a new client base from the ground up Compensation & Rewards Base salary: $75K-$90K Uncapped commission tied to client sales and long-term retention
    $75k-90k yearly 1d ago
  • Account Manager, New York

    Agorareal

    Relationship manager job in New York, NY

    Agora is a leading SaaS and FinTech platform transforming how real estate investment firms manage their capital, investors, and operations. Trusted by 700+ GPs, owners/operators, and investment firms globally, we help teams streamline the full lifecycle of investment management - from fundraising and onboarding to reporting, distributions, tax, and back-office automation. But we're more than just software. We're a team of bold thinkers, innovators, and real estate enthusiasts who believe complex processes should feel simple. Our platform combines modern technology with expert services, helping our customers raise more capital, deliver a better investor experience, and scale their businesses smarter. Agora is backed by top-tier VCs like Insight Partners and Qumra Capital, and we're growing fast. We've been named one of Globes' Most Promising Startups, recognized as a Best Start-Up Companies to Work For by Duns 100, and one of Business Insider's Hottest PropTech Startups. The Role As part of our continued growth with existing customers, we're looking for an experienced and business-minded Account Manager to join our New York team. This is not a hunting role; instead, you'll own relationships with key existing customers, building long-term partnerships, identifying opportunities for growth, and ensuring continued satisfaction and engagement. You'll have a mix of sales and relationship responsibilities and will play a key role in driving year-over-year Book of Business growth. We're looking for someone who is proactive, curious, and genuinely passionate about helping customers succeed. If you're a strong communicator who enjoys understanding your clients' business challenges and uncovering opportunities before they even ask, this is the role for you. What You'll Do Own and manage relationships with 50-100 existing customers, maintaining consistent engagement and trust Identify and close upsell and cross-sell opportunities across Agora's suite of solutions Develop a deep understanding of each customer's business, goals, and challenges to proactively recommend solutions Serve as a trusted advisor by balancing commercial goals with genuine partnership Collaborate closely with internal teams (Customer Success, Product, Marketing, and Leadership) to ensure customer satisfaction and identify new opportunities Conduct regular check-ins, both virtually and in person, maintaining a consistent cadence of communication Track, forecast, and report on pipeline and performance metrics Represent Agora with professionalism and empathy at events, conferences, and customer meetings What You'll Bring 5-7 years of experience in Account Management, ideally in SaaS or tech-enabled services Experience selling both software and professional services required Proven success in driving revenue through upselling and cross-selling Strong relationship management, negotiation, and closing skills Proactive, self-motivated, and goal-oriented. Thrives in ownership and autonomy Excellent communication and interpersonal abilities; able to connect with C-level executives and decision-makers A commercial mindset. Understands the balance between relationship and sales Experience with tools such as Salesforce, HubSpot, or LinkedIn Sales Navigator Background or familiarity with Real Estate Investment, FinTech, or PropTech industries, preferred. Based in New York with the ability to travel to our Chelsea office 3-4 times a week Equal opportunity Agora Software is an equal opportunity employer. Consistent with our mission of serving a diverse and global audience, we value a diverse workforce and inclusive culture which reflects that. We encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, disability, and veteran status.
    $62k-105k yearly est. 7d ago
  • Account Manager

    Talent 4.8company rating

    Relationship manager job in New York, NY

    Talent International is partnering with a rapidly growing healthcare SaaS company that's looking for their next Account Manager to strengthen client relationships and drive expansion. Compensation: $100K base + $140K OTE (uncapped) Responsibilities Grow and expand relationships within an existing customer base Identify upsell and cross-sell opportunities to drive revenue Ensure clients continue to see strong value in the platform Deliver exceptional customer experiences through trusted partnerships Lead discovery and demo calls Qualifications 2+ years in a client-facing sales or account management role Strong communication and presentation skills Proven success in revenue growth through retention and upsells Experience selling into complex or non-technical customer environments (healthcare tech a plus) Experience in the SaaS space Experience delivering product demos or presenting solutions to clients Interested? Reach out to ************************************** or apply directly!
    $100k-140k yearly 2d ago
  • Account Manager

    Uni Diamonds

    Relationship manager job in New York, NY

    UNI Diamonds is on a mission to revolutionize B2B diamond trading through smart, AI-driven tools. We help diamond professionals get access to an extensive inventory, learn about market changes and insights using data, and sell using augmented reality technology. Our North America team is growing, and we are looking to add on-site Account Managers to help boost our success with US-based diamond wholesalers and retailers. As an Account Manager, you will be measured on driving revenue from trading on our platform, along with your ability to bring pipeline and more subscriptions. You will also be involved in shaping our go-to-market strategy and laying the foundation for a robust sales team and client base. Core Responsibilities Engage with our existing customer base to enhance trading on our platform, re-engage existing pipeline and discover growth opportunities from our book of business. Penetrate new markets in the US - proactively and independently approaching through outbound prospecting (calls, emails, LinkedIn, etc.). Qualify inbound and outbound leads based on defined criteria. Conduct discovery calls to understand customer needs and pain points. Maintain a pipeline of leads and manage follow-ups in a CRM system. Collaborate closely with the sales and marketing teams to align messaging and campaigns. Qualifications & Skills 3+ years of experience in diamond and jewelry wholesale / retail sales positions. GIA graduate is a plus. Outgoing, has the drive and enthusiasm required to do the role with a can-do mindset. A scrappy self-starter who can spot new opportunities unaided with a flexible, persistent, and assertive personality. Ability to work in a fast-paced environment and handle rejection in an-old school market. Excellent communication and interpersonal skills. Strong organizational and time management skills, and familiarity with CRM tools and sales engagement platforms. A team player, strong service driven approach. Bachelor's degree in Business, Marketing, Communications, or related field (or equivalent experience). What to expect: Employment Type - full time employee based at NYC This position requires frequent travel domestically, and outside of the US from time to time Competitive base salary, with the right incentives (60K-85K annually) Health, dental, vision and life insurance, 100% covered for the employee plus a very good cover for immediate family. 401(k) and Paid PTO Meaningful, purpose-driven work A supportive and inclusive environment The ability to help us determine the future direction of the company Opportunity to join a high growth start up and a fast-paced international, diverse, and collaborative team of professionals.
    $62k-105k yearly est. 2d ago
  • Private Wealth Relationship Manager

    Bank of America Corporation 4.7company rating

    Relationship manager job in New York, NY

    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: The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. T Skills: * Account Management * Business Acumen * Client Management * Client Solutions Advisory * Portfolio Management * Referral Identification * Referral Management * Relationship Building * Administrative Services * Client Investments Management * Customer Service Management * Process Simplification Required Qualifications: * Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support * SAFE ACT Registration; ADV-2B Required * Maintain at least one firm approved designation * Possess and demonstrate strong communication skills * Ability to lead through collaboration and influence without direct authority * Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once * Thorough knowledge and understanding of the suite of Wealth Management products and services * Proven ability to manage risk and support sound decisions * Ability to research escalated client issues for response/resolution Desired Qualifications: * Certified Financial Planner (CFP) Designation * Invested in personal development with the Private Wealth Management Team * Bachelor's degree or higher in related field Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $74k-123k yearly est. 7d ago
  • Payments Banking Manager

    Accenture 4.7company rating

    Relationship manager job in New York, NY

    Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 750,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data, and AI with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners, and communities. Visit us at ****************** In Strategy & Consulting we work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Our deep industry and functional expertise is supported by proprietary assets and solutions that help organizations transform faster and become more resilient. Underpinned by technology, data, analytics, AI, change management, talent, and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization's total enterprise reinvention. Financial Services Payments Practice The Payments practice is a part of the Financial Services North America Banking Client Service Group, which provides consulting and outsourcing services to retail banking and payments clients throughout the U.S. and Canada. We serve more than 600 unique clients in 24 countries including banks, networks, merchants, and fin-techs, payment platforms. Accenture's North American Payments practice is responsible for driving Accenture's go-to-market strategies and offerings for our US and Canadian clients, bringing our best offerings and leveraging our global payment practices and experience. These offerings include: Payment Innovation (e.g., digital payments, wallets, etc.) Card Issuing Retail Bank Payments Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering strategic solutions that achieve compliance, mitigate risks, and seize revenue growth opportunities. Key Responsibilities: Develop world-class business and technology solutions for Consumer and Commercial Payments clients across a wide range of payment methods. Conduct operating model assessments (people, process, org) and client needs assessments. Perform vendor assessment and due diligence of packaged platforms, e.g. Card platforms, Pricing & Profitability and Workflow solutions, Treasury Management portals Participate in process design, requirements gathering, and functional design as part of Payments systems implementation engagements. Serve as a business architect during client engagements. Participate in the development of best-in-class, reusable assets. Participate in business development to originate new client opportunities. Must be willing to travel up to 80% (Monday - Thursday) Qualification Here's What You Need: * 5+ years of relevant experience in one or more specific payment areas in any of the following payment domains: o Card: Private label, Credit, Online Debit, Offline Debit, Prepaid, ATM, Acquirer/Issuer o Retail: P2P, Bill Payment, Mobile Payments, Electronic Bill Presentment, Micro Payments o Electronic: ACH, Domestic Wire, International Wire, Fedwire/CHIPS, SWIFT o Cash / Treasury Management: Sales, Relationship, Operations and/or Product Delivery * 5+ years' experience with consulting project delivery including managing or creating project deliverables, and managing projects within timelines and budgets within management consulting or industry experience within a large commercial bank or payment provider. Preferred Qualifications: Industry experience within Consumer, Commercial or new payment flows. Demonstrated business and technology expertise across the end-to-end payment lifecycles and operating models Successful track record of performing operating model design, business process design, and system functional design. Experience with vendor platforms enabling seamless delivery of payments products is preferred. Ability to develop and manage relationships with client management. Payments industry expertise in alternative/emerging payments Understanding of end-to-end payments lifecycle Business Architecture - Applied in solution planning, and requirements definition and analysis Baseline understanding of the principles of technology Requirements Analysis Functional Design Professional Skills Required: Proven ability to work independently and as a team member Proven ability to work creatively and analytically in a problem-solving environment Excellent leadership, communication (written and oral) and interpersonal skills Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. Role Location Annual Salary Range California $94,400 to $293,800 Cleveland $87,400 to $235,000 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Maryland $94,400 to $253,800 Massachusetts $94,400 to $270,300 Minnesota $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 Locations
    $100.5k-270.3k yearly 7d ago

Learn more about relationship manager jobs

How much does a relationship manager earn in Paterson, NJ?

The average relationship manager in Paterson, NJ earns between $68,000 and $147,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.

Average relationship manager salary in Paterson, NJ

$100,000

What are the biggest employers of Relationship Managers in Paterson, NJ?

The biggest employers of Relationship Managers in Paterson, NJ are:
  1. Valley National Bank
  2. Blue Foundry Bank
  3. US Pharma Lab
  4. Principal Financial Group
  5. Max Surgical Specialty Management
  6. Ion Bank
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