Relationship Manager Jobs

Relationship Manager

Roman Catholic Diocese of Orange

Garden Grove, CA

The Relationship Manager serves as the primary ambassador for assigned OCF initiatives, focusing on cultivating and strengthening relationships with donors and community partners. Key focus includes: Cultivating and strengthening relationships with donors and community partners.

Relationship Manager

King William Association

San Antonio, TX

The Relationship Manager is responsible for cultivating and maintaining relationships with community members, sponsors, and local businesses to advance the mission of the King William Association. Key focus includes: Cultivating and maintaining relationships with community members, sponsors, and local businesses

Relationship Manager

Fidelity Investments

Chicago, IL

The Relationship Manager supports the branch team by strengthening client relationships and ensuring daily activities align with client needs. Key focus includes: Cultivating a book of business

Relationship Manager

Fidelity Investments

Greenville, DE

The Relationship Manager supports the branch team by strengthening client relationships and ensuring daily activities align with client needs. Key focus includes: Managing a book of business

Relationship Manager

Fidelity Investments

The Woodlands, TX

The Relationship Manager supports the branch team by strengthening client relationships and ensuring daily activities align with client needs. Key focus includes: Cultivating a book of business

Relationship Manager

Fidelity Investments

Friendswood, TX

The Relationship Manager supports the branch team by strengthening client relationships and ensuring daily activities align with client needs. Key focus includes: Cultivating a book of business

Relationship Manager

Fidelity Investments

Deer Park, IL

The Relationship Manager supports the branch team by strengthening client relationships and ensuring daily activities align with client needs. You will be responsible for cultivating a book of business and executing the client contact strategy to drive meaningful engagement.

About the Role We’re looking for a Relationship Manager to work with some of the most exciting startups in the world. You’ll be part of the team that introduces founders to Mercury, helps them adopt our core financial products, and ensures their first experience with us is seamless and impactful. This role is ideal for someone who thrives in fast-paced, founder-facing environments and wants to grow their career in FinTech Relationship Management. You’ll handle a high-volume book of startups, provide responsive day-to-day support, and partner with senior leaders to identify and nurture accounts as they scale. The ideal candidate is deeply curious and meticulous, and enjoys engaging customers to investigate issues and deliver insights. What You’ll Do Serve as the first relationship contact for startups, ensuring they’re getting the most business value out of Mercury. Build relationships across a startup’s team, helping them grow and scale their business while adopting Mercury’s core suite. Execute playbooks that ensure consistent engagement across a large portfolio of startups, focused on the optimization, retention, and growth of Mercury’s early-stage startup customers Proactively retain, expand, and surface opportunities and high-growth startups across the book of business. Advocate the customer experience by collaborating with cross-functional teams (Sales, Partnerships, Product) to provide feedback and improve the customer’s experience. Identify new business opportunities within existing accounts and drive account growth. What You’ll Bring 2–4 years in FinTech, Customer Success, early-stage banking,* or startup-facing Account Management. Experience working with founders or early-stage teams; comfort with ambiguity and speed. Surgical precision on effectively managing a large book of accounts with automation and playbooks without losing personal touches. Strong communication skills and responsiveness across Slack, email, and ability to in-person events (<20%). A customer-first, process-driven mindset, with an eagerness to grow into deeper RM responsibilities. Operational rigor of strong documentation, proactive communication, and project management. Bonus points if you have your Series 65 license, CFP, or CFA charterholder. *Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC. Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role. #LI-AR2 Total Rewards The total rewards package at Mercury includes base salary, equity (stock options/RSUs), and benefits. Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers. Our target new hire base salary ranges for this role are the following: US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $119,400—$134,300 USD US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $107,500—$120,900 USD

Relationship Manager

Mercury

United States

About the Role We’re looking for a Relationship Manager to work with some of the most exciting startups in the world. You’ll be part of the team that introduces founders to Mercury, helps them adopt our core financial products, and ensures their first experience with us is seamless and impactful. This role is ideal for someone who thrives in fast-paced, founder-facing environments and wants to grow their career in FinTech Relationship Management. You’ll handle a high-volume book of startups, provide responsive day-to-day support, and partner with senior leaders to identify and nurture accounts as they scale. The ideal candidate is deeply curious and meticulous, and enjoys engaging customers to investigate issues and deliver insights. What You’ll Do Serve as the first relationship contact for startups, ensuring they’re getting the most business value out of Mercury. Build relationships across a startup’s team, helping them grow and scale their business while adopting Mercury’s core suite. Execute playbooks that ensure consistent engagement across a large portfolio of startups, focused on the optimization, retention, and growth of Mercury’s early-stage startup customers Proactively retain, expand, and surface opportunities and high-growth startups across the book of business. Advocate the customer experience by collaborating with cross-functional teams (Sales, Partnerships, Product) to provide feedback and improve the customer’s experience. Identify new business opportunities within existing accounts and drive account growth. What You’ll Bring 2–4 years in FinTech, Customer Success, early-stage banking,* or startup-facing Account Management. Experience working with founders or early-stage teams; comfort with ambiguity and speed. Surgical precision on effectively managing a large book of accounts with automation and playbooks without losing personal touches. Strong communication skills and responsiveness across Slack, email, and ability to in-person events (<20%). A customer-first, process-driven mindset, with an eagerness to grow into deeper RM responsibilities. Operational rigor of strong documentation, proactive communication, and project management. Bonus points if you have your Series 65 license, CFP, or CFA charterholder. *Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC. Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role. Total Rewards The total rewards package at Mercury includes base salary, equity (stock options/RSUs), and benefits. Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers. Our target new hire base salary ranges for this role are the following: US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $119,400—$134,300 USD US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $107,500—$120,900 USD Originally posted on Himalayas

Relationship Manager

Flywire

Boston, MA

Manages an education-client portfolio, serving as the primary relationship owner and strategic partner. Responsibilities include driving Flywire solution adoption, developing account plans, managing renewals and negotiations, identifying upsell opportunities, overseeing implementations, coordinating internal teams, monitoring risks with data, and presenting to executive stakeholders. The role requires strong commercial, communication, organizational, problem-solving, and project management skills, plus willingness to travel approximately 25%. Top Skills: CRM, Salesforce Industry: Fintech , Payments , Software

Four-year college degree or 3–5 years of commercial banking experience and/or training, with communication, mathematical, reasoning, and customer relationship skills.

Bachelor's degree in business, economics, finance, or equivalent education and experience; financial statement literacy, customer relationship, communication, negotiation, travel capability, and a valid driver's license required.

Relationship Manager

Bank of America

Chicago, IL

Support Financial Advisor team by managing client relationships, owning onboarding/offboarding, attending client meetings to discuss investments and performance, documenting interactions in Salesforce, coordinating specialists, resolving escalations, and monitoring client satisfaction to drive retention and growth. Industry: Big Data , Fintech , Mobile , Payments , Financial Services , Data Privacy

Relationship Manager

Canoe

New York City, NY

Serve as primary contact for a large portfolio of Core clients, drive product adoption and engagement, partner with Implementation, Support and Product to resolve issues, identify expansion opportunities, and manage renewals to protect and grow net dollar retention. Industry: Artificial Intelligence , Fintech , Information Technology , Machine Learning , Financial Services

Institutional Relationship Manager

Brown Advisory

Baltimore, MD

The Relationship Manager will manage institutional clients, ensuring quality service, resolving inquiries, and collaborating with internal teams to strengthen relationships and deliver investment strategies. Top Skills: MS Office, Salesforce Industry: Financial Services

Referral Relationship Manager

Ethos Veterinary Health

Yonkers, NY 10701

Referral Relationship Manager | $65,000–$70,000/year Location: Yonkers, NY Schedule: Full-Time | 40 hours per week | Field-based role with occasional evenings or weekends Compensation: $65,000–$70,000/year Drive Growth | Build Relationships | Make an Impact What if your work directly expanded access to life-saving veterinary care? At Ethos, this isn’t just a relationship management role—it’s a growth-driving, community-shaping opportunity, it’s about becoming the connector, strategist, and growth driver behind thriving emergency & specialty veterinary hospitals. We’re looking for a Referral Relationship Manager (RRM) who can build powerful partnerships, strengthen referral networks, and drive meaningful impact across Animal Specialty Center (ASC) in Yonkers, NY. Responsibility Allocation: Will vary on a week-to-week basis. RRM must be flexible depending on needs of site and the market. The Details: Regional Referral Relationship Manager (RRM) Salary: $65,000–$70,000/year Schedule : Full-time (40 hours/week); schedule may vary based on event needs, including occasional evenings or weekends. Travel: Up to 4 days/week in the field, with admin time at hospitals Environment: Fast-paced, collaborative, relationship-driven Benefits: VetBloom Access – RACE-approved CE, training, and curriculum library Benefits for this role may include health insurance (medical, dental, vision), retirement benefits, paid time off (including sick leave and vacation), short-term and long-term disability, and life insurance Growth & Development – Ongoing training, career progression, and a supportive network The Referral Relationship Manager (RRM) plays a vital role in strengthening partnerships with referring veterinary practices and driving hospital growth through strategic outreach, marketing, and relationship management. This role serves as the primary liaison between the hospital and the referring community while also owning the planning and execution of referring DVM and client engagement events and the management of all community partnerships. Working collaboratively with hospital leadership, marketing partners, and cross-functional teams, the Referral Relationship Manager uses data, insights, and relationship-building to improve referral performance, optimize the referral experience, and support business growth. This position requires a balance of field engagement, strategic planning, event planning and execution, and administrative coordination in a fast-paced, service-oriented environment. This role is well-suited for someone who is mission-driven, relationship-focused, and motivated to make a meaningful impact on client/patient access to specialty and emergency veterinary care. The RRM role has a dual reporting structure, reporting functionally to the centralized Referral Relations Group Manager and operationally to the local Hospital Director. ESSENTIAL RESPONSIBILITIES Referral Growth & Relationship Management Develop and execute referral outreach and engagement strategies aligned to hospital performance goals and market opportunities. Maintain a consistent, structured engagement cadence with referring veterinarians through in-person visits, phone calls, email communications, and events. Build and maintain strong, trust-based relationships with referring doctors, practice managers, and key decision-makers. Customize engagement approaches based on the unique needs, preferences, and referral potential of each referring practice. Serve as the primary point of contact for the referring community and ensure timely, professional, and effective communication. Event Planning & Community Engagement Own the end-to-end planning and execution of continuing education (CE) programs, symposiums, open houses, and referring practice recognition events. Track attendance, referral impact, and ROI for all events and initiatives. Manage community partnerships and outreach activities, including relationships with shelters, emergency responders, and community organizations. Marketing Strategy & Execution Leverage centralized Ethos marketing resources and programs to support local growth priorities. Plan and execute strategic campaigns to launch new services, promote new clinicians, and increase awareness of hospital capabilities. Serve as the local hospital point of contact for all marketing and referral engagement activities. Partner with the regional Marketing Business Partner and centralized marketing subject matter experts to activate enterprise-wide growth initiatives. Data, Analytics & Business Planning Actively utilize CRM systems, referral dashboards, and analytics tools to track performance, monitor trends, and inform engagement strategies. Develop, maintain, and execute a quarterly Joint Business Plan (JBP) outlining local growth objectives, strategies, and activities. Analyze local competitive landscapes to anticipate threats, identify opportunities, and inform strategic decision-making. Maintain deep knowledge of hospital services, specialties, differentiators, and competitive positioning. Referral Process Optimization Monitor and evaluate the hospital’s referral experience and workflows to identify gaps, resolve issues, and inform service delivery optimization. Partner with internal hospital leadership teams to address referring veterinarian concerns and enhance the overall referral experience. Administrative & Operational Responsibilities Manage the hospital’s referral engagement and marketing budget and track spending against plan. Maintain accurate documentation, activity tracking, and reporting as required. Support hospital leadership and the Ethos growth team in additional initiatives as assigned. RESPONSIBILITY ALLOCATION In-Market Referral Engagement Activities – 65% Event Planning and Execution – 15% Collaboration with Centralized Marketing Resources – 10% Administrative & Reporting Responsibilities – 10% QUALITIES OF A SUCCESSFUL CANDIDATE Mission-Driven: Motivated by Ethos' mission to improve the lives of pets and people through exceptional veterinary care. Grit & Resilience: Brings determination, persistence, and professionalism to a demanding, fast-paced environment. High Standards: Demonstrates strong accountability, integrity, and pride in delivering high-quality work. Curiosity: Actively seeks knowledge, feedback, and innovative approaches to improve outcomes. Self-Starter: Works independently, takes initiative, and drives results with minimal supervision. Relationship-Oriented: Builds trust, communicates effectively, and maintains strong professional relationships. Coachability & Growth Mindset: Open to feedback, adaptable, and committed to continuous improvement. JOB REQUIREMENTS Valid driver's license and clean driving record. Valid auto insurance coverage. Reliable personal transportation and ability to accurately track and submit mileage for reimbursement. Ability to work occasional evenings and weekends to support hospital and community events. REQUIRED QUALIFICATIONS & EXPERIENCE Associate or bachelor's degree preferred; equivalent education and experience will be considered. 3-5 years of professional experience demonstrating the ability to manage multiple priorities, build relationships, communicate effectively, and drive business growth. Experience in sales, customer service, account management, marketing, or business development roles strongly preferred. Veterinary medicine or animal health industry experience is strongly preferred. Strong interpersonal, verbal, and written communication skills across in-person, phone, email, and virtual platforms. High level of organization, attention to detail, and follow-through. Proficiency with technology, CRM systems, and performance reporting tools. Ability to interpret basic performance metrics and use data to inform strategy and decision-making. WORK ENVIRONMENT & EXPECTATIONS Field-based role requiring frequent local travel to referring practices. Fast-paced, relationship-driven environment requiring flexibility and adaptability. Collaboration across hospital leadership as well as enterprise referral relations, marketing, and operations teams. About Ethos Veterinary Health Ethos Veterinary Health, part of the NVA Group, is where you come to practice world-class medicine, and help shape what veterinary care becomes next.Across our network of 140 specialty and emergency hospitals, science moves forward, standards are elevated, and innovation is put into practice every day. You’ll work alongside respected veterinary leaders in academic-caliber hospitals designed for learning, teaching, and discovery.Here, mentorship is a two-way street. You’ll share your expertise, learn from others, and continue to grow, clinically, professionally, and personally.At Ethos, you inspire hope, deliver exceptional care, and pursue veterinary medicine at its highest level, together. Join Us At Ethos, this isn’t just a job, it’s an opportunity to practice medicine at the highest level and help shape the future of veterinary care. Equal Opportunity Employer Ethos is an Equal Opportunity Employer. Ethos does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided based on qualifications, competence, merit, and business need.

Banking Relationship Manager

LeafLink

United States

About LeafLink LeafLink is the largest unified B2B cannabis platform, providing licensed cannabis businesses a suite of tools to manage their business more effectively, sell or order from their favorite brands and accelerate growth. We are one platform, one solution and we’re defining the way thousands of cannabis brands, distributors, and retailers streamline their operations. With thousands of brands and retailers across 30+ markets in North America, we are setting the industry standard for how cannabis businesses grow together. LeafLink processes more than $5 billion in wholesale cannabis orders annually. Our team, backed by funding from leading VC's, including Founders Fund, Thrive Capital, Nosara Capital, and Lerer Hippeau is poised to define the cannabis supply chain through technology. LeafLink was named one of Inc. 5000’s ‘Top 5000 Fastest-Growing Private Companies’; one of Fast Company's 'Top 10 Most Innovative Companies in Enterprise for 2020', joining the ranks of Amazon, Slack, and VMWare; one of Built In NYC's 'Best Places to Work in 2021'; 2024 Fast Company’s Best WorkPlaces for Innovators for Banking, Finance, and Fintech category; 2024 Green Market Report Award for Best Fintech in cannabis - and we're just getting started! Banking Relationship Manager Dama Financial by LeafLink is seeking a Relationship Manager to serve as the primary point of contact for cannabis industry clients, fostering strong relationships while supporting their banking and financial service needs. This role acts as a trusted advisor to licensed cannabis operators, helping clients navigate banking solutions, maintain compliance requirements, and maximize the value of Dama's products and services. The ideal candidate combines exceptional client service skills with a strong understanding of regulated industries, financial services, and compliance requirements. This individual will play a critical role in client retention, account growth, and ensuring a seamless client experience throughout the customer lifecycle. Key Responsibilities Relationship & Account Management Serve as the primary relationship owner for a portfolio(100-200 clients) of licensed cannabis businesses, including cultivators, manufacturers, distributors, retailers, and ancillary operators. Build and maintain long-term client relationships through regular communication, account reviews, and strategic consultations. Act as a trusted advisor, identifying client needs and recommending appropriate banking and payment solutions. Manage client inquiries, escalations, and service requests while ensuring timely resolution. Coordinate with internal teams including Compliance, Operations, Product, and Sales to deliver a high-quality client experience. Conduct periodic business reviews to assess client satisfaction, operational changes, and opportunities for growth. Compliance & Risk Management Ensure client activities align with applicable cannabis banking regulations, Bank Secrecy Act (BSA) requirements, Anti-Money Laundering (AML) policies, Know Your Customer (KYC) standards, and state cannabis regulations. Maintain awareness of evolving cannabis regulatory requirements and communicate relevant changes to clients. Business Development & Portfolio Growth Identify opportunities to deepen client relationships and expand adoption of Dama Financial products and services. Support client retention initiatives and contribute to portfolio growth objectives. Monitor industry trends, market developments, and competitive activity within the cannabis and financial services sectors. Participate in industry events, trade shows, and networking opportunities to strengthen client relationships and support business development efforts. Qualifications Required Bachelor's degree in Business, Finance, Banking, Communications, or related field, or equivalent professional experience. 2–5 years of experience in relationship management, commercial banking, financial services, account management, customer success, or B2B client services. Strong client relationship and problem-solving skills. Excellent verbal, written, and presentation communication abilities. Ability to manage multiple client relationships in a fast-paced, highly regulated environment. Experience using CRM platforms and business reporting tools. Preferred Experience serving cannabis businesses, regulated industries, fintech, payments, commercial banking, treasury management, or compliance-focused financial services. Knowledge of cannabis industry regulations and operational workflows. Familiarity with BSA/AML, KYC, Customer Due Diligence (CDD), and Enhanced Due Diligence (EDD) requirements. Understanding of cash-intensive business operations and risk management practices. Experience collaborating with compliance, risk, and operations teams. LeafLink Perks & Benefits Flexible PTO - you’re going to be working hard so enjoy time off with no cap! A robust stock option plan to give our employees a direct stake in LeafLink’s success 5 Days of Volunteer Time Off (VTO) - giving back is important to us and we want our employees to prioritize cultivating a better community Competitive compensation and 401k match Comprehensive healthcoverage (medical, dental, vision) Commuter Benefits through our Flexible Spending Account LeafLink’s employee-centric culture has earned us a coveted spot onBuiltInNYC’s Best Places to Work for in 2021 list. Learn more about LeafLink’s history and the path to our First Billion in Wholesale Cannabis Ordershere. Base salary range $60,000—$65,000 USD Originally posted on Himalayas

Banking Relationship Manager

LeafLink

United States

The Banking Relationship Manager will serve cannabis industry clients by managing relationships, compliance, and financial solutions, aiming for client retention and growth. Industry: Cannabis , eCommerce , Enterprise Web , Logistics , Payments , Software , Database

Commercial Relationship Manager

Regions Bank

Huntsville, AL

The Small Business Relationship Manager at Regions focuses on acquiring and managing small business client relationships, delivering financial solutions, and optimizing revenue opportunities based on clients' financial needs. Top Skills: Excel, MS Office, Outlook, PowerPoint, Word Industry: Fintech

Admissions Relationship Manager

Crossover

San Francisco, CA

The Admissions Relationship Manager will manage the complete admissions experience for prospective families, ensuring alignment with the educational approach. Key focus includes: Manage the complete admissions experience for prospective families