Structured Finance Relationship Manager - Wellesley

We are looking for a Relationship Manager (Pre-Sales) to build and maintain trusted relationships with broker-dealer home office leaders across: Technology & Platform Strategy, Operations, Compliance & Supervision, and Advisor Experience & Growth. · Build and maintain trusted rel ...

We build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we're trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—we're ...

Sun Life U.S. is one of the largest providers of employee and government benefits helping approximately 50 million Americans access care. · Establish relationships with internal external partners · Partner with ICs to ensure implementations are seamless proactively addressing que ...

+This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. · +Leads the service delivery model and wealt ...

This role involves managing customer relationships and accounts to ensure satisfaction and retention. The relationship manager will be responsible for overall health and retention of assigned accounts, building long-term relationships with customers, and identifying upsell/cross- ...

A leading, growth-oriented wealth management firm is seeking a Relationship Manager to support advisory teams serving high-net-worth individuals and corporate retirement plan clients. · Provide direct support to Advisors across client onboarding, account servicing, reporting, and ...

A leading growth-oriented wealth management firm seeks a Relationship Manager to support advisory teams serving high-net-worth individuals and corporate retirement plan clients. · Provide direct support to Advisors across client onboarding account servicing reporting and day-to-d ...

Wealth Management firm seeking Relationship Manager for onsite role in Acton MA. · Provide high-quality client service through inbound and outbound communications · Maintain accurate client records in Salesforce documenting interactions and updates · ...

The Relationship Manager position is responsible for meeting service expectations, ensuring the accuracy of client account administrative activities, and developing collaborative relationships with clients and Wealth Managers. · This role is responsible for creating a compelling ...

We are seeking a Relationship Manager to join our team in Boston. The successful candidate will be responsible for building and maintaining strong relationships with our customers, identifying expansion opportunities and driving renewal and expansion targets. · ...

We help customers make critical decisions to save lives and improve business by providing software tools and content. · ...

We're building a relationship-oriented bank for the modern world. · At CIBC,Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. · ...

As a Relationship Manager at Fidelity's most valuable clients you will be facilitating relationships through honesty and integrity to develop long-lasting positive relationships. · ...

We are seeking an experienced professional who is exceptional at relationship management to focus on building and maintaining a strong and mutually beneficial business relationship with institutional clients in the North American market. · Independently and proactively lead engag ...

+As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients. · ...

Rockland Trust seeks a dynamic client-focused Relationship Manager to join its Investment Management Group in Boston. · ...

We are seeking an experienced professional who is exceptional at relationship management to focus on building and maintaining a strong and mutually beneficial business relationship with institutional clients in the North American market. · This individual will partner closely wit ...

We are seeking a dynamic and client-focused Relationship Manager to join our Investment Management Group in Boston. · The Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients. · ...

We are seeking an experienced professional who is exceptional at relationship management to focus on building and maintaining a strong and mutually beneficial business relationship with institutional clients in the North American market. · This individual will partner closely wit ...

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. · We believe it takes all of us to bring our shared ambition to life, and eac ...