- JPMorgan Chase (Danbury, CT)
- …building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- Lincoln Financial (Hartford, CT)
- …#:** 75172 **The Role at a Glance** Lincoln has an opening for a ** Relationship Manager ** who is passionate about helping plan sponsors and financial ... professionals deliver the best retirement plan experience possible. As a Relationship Manager , you will lead an experienced and dynamic service team, and serve… more
- Citizens (Hartford, CT)
- Description The Senior Relationship Manager is the central contact person for credit-based clients; he/she quarterbacks the delivery and maintenance of a wide ... client's executive management team. Within the Middle Market team, the Relationship Manager will focus on companies with annual revenue between $25-$500 million… more
- Citigroup (New Canaan, CT)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer… more
- Wolters Kluwer (Hartford, CT)
- **Senior Account & Relationship Manager - Remote R0051782 | CP/ESG TeamMate | WK Audit & Assurance | WK Financial Services, Inc.** **About the Role:** As an ... Senior **Account & Relationship Manager ** , you will be responsible for driving growth by acquiring net new logo customers and driving upsell opportunities… more
- Citizens (Old Lyme, CT)
- …long-term financial goals. Citizens is seeking a motivated, highly successful, proven Relationship Manager with experience in moderately to less complex ... education and experience, required. + 2+ years in a Business Banking Relationship Manager role or related business lending experience preferred. + Business to… more
- Wolters Kluwer (Hartford, CT)
- **Permanent remote role with travel.** As a Senior Account & Relationship Manager , you will expand your client portfolio, actively identifying and developing new ... and sales tactics. + CRM Software: Proficient use of Customer Relationship Management tools. + Problem-Solving: Capability to resolve moderately complex customer… more
- Wells Fargo (Greenwich, CT)
- **About this role:** Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. ... of deposit and cash management products and services + Strong relationship -building and excellent communication skills with individuals at all levels, internally… more
- Principal Financial Group (Hartford, CT)
- **What You'll Do** As a ** Relationship Manager ** within our TPA Customer Care area, you will play a pivotal role in developing and nurturing deep relationships ... with advisors, unbundled plan sponsors, and third-party administrators operating within our 10M - 200M market segment. You will serve as a strategic partner, offering innovative and tailored solutions to meet our clients' business objectives such as retention,… more
- UMB Bank (Hartford, CT)
- …not-for-profits, partnerships, and other business entities and individuals. The Corporate Trust Relationship Manager III role supports our Corporate Trust team ... by acting as the main point of contact for our clients and ensuring we deliver the unparalleled customer experience. This role will provide highly complex support to an assigned group of the largest trustee clients with the most complex needs, resolving the… more