- Bank of America (Wayne, PA)
- Merrill Market Client Relationship Manager Philadelphia, Pennsylvania;Bala Cynwyd, Pennsylvania; Wayne, Pennsylvania **Job Description:** At Bank of America, we ... regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client… more
- Wells Fargo (Conshohocken, PA)
- **About this role:** Wells Fargo is seeking a Lead Commercial Banking Relationship Manager to join the Emerging Middle Market team covering the PA and DE ... Develop, retain, and grow complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial… more
- PNC (Ambler, PA)
- …valued and have an opportunity to contribute to the company's success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization, ... Manufacturing, Professional Services, Wholesale and Women in Business. As a Relationship Manager in Business Banking you will develop and cultivate Center of… more
- JPMorgan Chase (West Chester, PA)
- …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
- PNC (Horsham, PA)
- …valued and have an opportunity to contribute to the company's success. As a Relationship Manager I within PNC's Business Credit organization, you will be based ... in Horsham, PA or Pittsburgh, PA. **Job Description** + Handles relationship management activities with existing clients to ensure client retention, risk management… more
- M&T Bank (Radnor, PA)
- **Overview:** **RMSP: Relationship Manager Sales Training Program** The training is targeted to ensure that participants will learn commercial-specific job ... the credit culture and commercial underwriting process while developing and refining relationship management skills. + Exposure to the banks sales culture when… more
- Santander US (Conshohocken, PA)
- Commercial Middle Market Relationship Manager Country: United States of America Identifies and pursues new sales prospects within existing or untapped markets. ... field. Work Experience: 9+ years of experience as a commercial banking relationship manager /business development officer. Skills and Abilities: Ability to… more
- Ascensus (Dresher, PA)
- …is independent, experienced, and responsive. **JOB SUMMARY** : The Non-Qualified Senior Relationship Manager manages multiple large and complex accounts, some of ... of retirement industry experience with 5-7 years direct experience in client relationship management or equivalent combination of education and experience. + **5+… more
- Citizens (Glenside, PA)
- …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
- Vanguard (Malvern, PA)
- …with clients in order to evaluate their needs through consultations. Use strong relationship management skills and knowledge of client needs to help clients develop ... and services to proactively identify opportunities to strengthen the client relationship . + Consistently delight clients with the creation of solutions across… more
- Vanguard (Malvern, PA)
- …to clients. + In close partnership with Sales, co-manage and deepen relationship with VPI clients through Personalized Indexing portfolio analysis and construction, ... years in Direct indexing / Personalized Indexing, SMA, and Sales/ Relationship Management strongly preferred. + Advanced knowledge of direct indexing/personalized… more
- M&T Bank (Doylestown, PA)
- …their businesses and requirements, evaluates credit information and makes relationship recommendations. + Maximizes the Department's profitability through the ... to service clients. **Supervisory/ Managerial Responsibilities:** May coach/mentor junior relationship managers. **Education and Experience Required:** Bachelors Degree or… more
- Ascensus (Dresher, PA)
- …Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single ... FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security… more
- Ascensus (Dresher, PA)
- …is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, ... responsibilities and activities may change at any time with or without notice. _Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com_ _or @futureplan.com_ _email addresses. We will never ask… more
- Ascensus (Dresher, PA)
- …Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts, including qualified and non-qualified ... plans sponsored by Fortune 500 companies **Section 2: Job Functions, Essential Duties and Responsibilities** + Nurtures long standing relationships with clients by delivering high quality and responsive service that exceeds their expectations + Leads efforts… more
- Raymond James Financial, Inc. (Villanova, PA)
- …interim and annual financial statements provided by clients * Accompanies the relationship manager on prospect / client calls when appropriate **Qualifications** ... clients.** **Job Summary** The Commercial and Industrial (C&I) Portfolio Manager assists the relationship managers with the...and Industrial (C&I) Portfolio Manager assists the relationship managers with the underwriting of credit and the… more
- Huntington National Bank (Wayne, PA)
- …client servicing functions for the business or one or more National Settlement Relationship Manager . This position is responsible for the day-to-day activities ... Description Summary:The National Settlements Service Manager carries out major assignments in conducting and...of the establishment, documentation, maintenance and servicing of the relationship , and interpreting contracts in an effort to ensure… more
- Ascensus (Dresher, PA)
- …retirement plans appropriately. The Retirement Service Consultant works with the Relationship Manager to deliver client satisfaction by providing retirement ... client's needs, recommending changes or actions, in conjunction with the Relationship manager . *Achieve individual and team goals for service levels, growth and… more
- IQVIA (Wayne, PA)
- **Job Overview** Serve as overall strategic sales management leader, relationship manager and business partner accountable for leading a sales team toward ... + Utilize established industry network to assist junior sales staff in relationship development and to identify potential business opportunities. + Collaborate with… more
- Raymond James Financial, Inc. (Villanova, PA)
- …high-net-worth (HNW) clients.** The Commercial Real Estate (CRE) Credit Risk Portfolio Manager assists the relationship managers with the ongoing administration ... **Description** **Job** **Title:** **Portfolio Manager Risk - Commercial Real Estate** **Department:** **Credit...credit quality and to provide more time for the relationship managers to generate new business opportunities. **Primary Functions… more