Relationship Manager Jobs

Relationship Manager

Osaic

Basking Ridge, NJ

Current Employees and Contractors Apply Here Osaic Careers Relationship Management Opportunity in Financial Services Relationship Manager Location(s): Basking Ridge, NJ: 37 Stonehouse Rd Basking Ridge, NJ 07920 Osaic has returned to the office on a hybrid schedule requiring a minimum of 2 - 5 days weekly in the office. Applicants located must be willing to work this schedule. Osaic is not considering remote candidates at this time. Role Type: Full time Salary: $60,000 – $80,000 per year + annual performance-based bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits . Summary: CW Advisors is seeking a Relationship Manager to support Wealth Managers in delivering exceptional service to high-net-worth individuals, families, and institutions. This role plays a key part in managing client relationships, coordinating account administration, and preparing client communications and reports. The ideal candidate is highly organized, collaborative, and committed to delivering a high-touch client experience within a fast- growing wealth management firm. Responsibilities: Provide exceptional client service by responding to client inquiries, troubleshooting issues, and serving as a liaison between clients, Wealth Managers, and internal teams Support Wealth Managers in maintaining strong client relationships and delivering a high-touch client experience Prepare client reports, meeting materials, and presentations for client meetings Coordinate meeting logistics and ensure all required documentation and compliance materials are prepared in advance Manage and maintain accurate client information within internal systems and CRM platforms Prepare, submit, and track client paperwork and account documentation with custodians Assist with the preparation of quarterly statements and client communications Research and respond to service requests received through email, phone calls, or internal tasks from Wealth Managers Coordinate with custodians such as Fidelity and Schwab to support account servicing needs Assist with firm-wide initiatives and projects related to compliance, data integrity, reporting, and billing Collaborate closely with team members within a team-based client service structure Education Requirements: Bachelor's degree is preferred Basic Requirements: 1–3 years of experience in financial services, wealth management, or a client service environment Strong written and verbal communication skills with professional presence Exceptional attention to detail and strong organizational skills Ability to manage multiple priorities in a fast-paced advisory environment Ability to work effectively in a collaborative, team-oriented environment Passion for delivering high-quality, “white-glove” client service Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and Adobe Acrobat High degree of integrity, discretion, and client-first mindset Proficiency in Microsoft Office; comfort learning financial planning and CRM systems (e.g., Salesforce) Interest in developing a long-term career in wealth management, either within Client Services or on the path to becoming an Advisor Preferred Requirements: Familiarity with CRM systems and financial reporting platforms preferred Experience working with financial custodians such as Fidelity or Schwab preferred Current Employees and Contractors Apply Here

Relationship Manager

WaFd Bank

Portland, OR

Min USD $102,000.00/Yr. Max USD $154,350.00/Yr. Job Summary A Relationship Manager is responsible for developing a business plan to maintain and grow existing relationships and is responsible for developing new relationships that meet our client selectivity and risk appetite. The Relationship Manager has had proven success in independently winning new relationships (credit and non-credit) and negotiating terms with minimal assistance. Relationship Managers will be expected to partner with the appropriate commercial banking colleagues (Loan Coordinators, Credit Analysts) to deliver credit relationships with the guidance of Credit Administration, the Senior Relationship Manager, Division Manager or Director. Relationship Mangers work closely with Treasury Management Officers to grow and service the non-credit needs of commercial clients. This position will develop and manage commercial relationships which meet established lending and client selectivity requirements and provide maximum profitability to the Bank with a minimum of risk. Adhere to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations. WaFd Bank is proud of the high value that we all place on simply being kind when serving our co-workers and clients. Qualifications Education/Skills/Training: Bachelor's Degree or approved equivalent; completion of courses in finance, accounting and real estate analysis or equivalent training in commercial banking. Negotiating experience, accuracy, strong organizational skills, attention to detail and success working with clients with diverse banking needs. Effective verbal and written communication skills. Able to work independently with little supervision as well as in a team environment. Must be proficient with Microsoft Office applications, (primarily WORD, PowerPoint and EXCEL); Experience with LaserPro (CFI) desired; Position requires clear and concise verbal and written communication skills including good customer relations skills. Experience: 3-5 years of experience as a Credit Analyst, Relationship Officer or the equivalent. Must have good understanding and working knowledge of commercial lending terminology, loan processing, loan documentation and lending procedures. Self-motivated and production-oriented with a desire to grow existing relationships and actively pursue business development. Benefits At WaFd Bank you get all of these great benefits! Paid time off for vacation, sick days and holidays Health insurance Stock options Bonus programs 401(k) plan Paid Parental Leave Life and AD&D insurance Long-term disability Tuition Reimbursement Employee assistance programs Pre-tax health and dependent-care spending plans WaFd Bank Benefits Summary - Click here for more information EEO Statement We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at 800.324.9375 EEO Policy Statement - WaFd Bank Know Your Rights: Workplace Discrimination is Illegal - click here for more information California Consumer Privacy Act- CCPA 2025 Requisition Post Information* : Posted Date 10/1/2026

Relationship Manager

InvestCloud

United States

About the Role The Relationship Manager plays a pivotal role in fostering strong relationships with InvestCloud's clients, understanding their business needs, and ensuring the successful delivery of products and services. This position requires exceptional communication skills, strategic thinking, and a customer-centric approach to drive client satisfaction and retention. This client-facing role builds and maintains relationships at the senior management level both externally and internally. What You'll Do The Relationship Manager serves as a trusted advisor responsible for ensuring customer satisfaction with our products and services. You will be accountable for expanding relationships with existing clients via product portfolio growth, managing an assigned portfolio of clients through engagement processes, solution delivery, onboarding, and implementation. You will develop successful client partnerships that result in high client satisfaction, retention, and growth, and make significant contributions to client success and solution delivery best practices. Key Responsibilities Client Relationship Management Establish, build, and maintain strong, trusted relationships with key clients by taking a consultative, business-oriented approach to understanding their business objectives, challenges, and opportunities. Retain and Grow Revenue Work with clients as a valued and integral partner to achieve their goals, resulting in revenue growth. Maintain direct accountability for account revenue goals (renewals), planning, and forecasts. Work closely with Customer Success, delivery, and product teams to achieve project objectives. Strategic Account Planning Develop and implement strategic account plans to align with clients' goals and drive mutual success. Needs Assessment Conduct thorough needs assessments to understand clients' requirements and identify opportunities for upselling or cross-selling additional products or services. Client Education Educate clients on best practices and industry trends to maximize their value from our offerings. Performance Monitoring Monitor and analyze key performance indicators to track client satisfaction, identify areas for improvement, and drive continuous optimization. Contract Renewal and Negotiation Partner with internal colleagues to lead contract renewal discussions, negotiate contract terms, legal inquiries, and pricing, and proactively address any potential renewal risks. Revenue Growth Drive revenue growth by proactively creating or identifying opportunities to expand business with existing clients by leveraging C-level relationships and participating in new business development efforts. Market Intelligence Stay informed about market trends, competitor activities, and industry developments to provide insights and recommendations to clients. Continue to develop client relationships with internal partners at varying levels in the organization to achieve maximum results. Required Qualifications Bachelor's degree in Business Administration, Marketing, or a related field 10+ years of experience in account and sales management 10+ years of financial services experience including RIAs, RIA Aggregators, Asset Managers, Wealth Managers, and Banks Proven sales skills in complex deal development Proven ability to interface at the C-suite level Proven experience in client-facing roles, preferably in a B2B SaaS environment Exceptionally strong communicator and influencer/negotiator with interpersonal skills that adapt to the audience Excellent project management and organizational abilities Strategic thinker with the ability to understand clients' business challenges and develop tailored solutions Results-oriented mindset with a track record of driving client satisfaction and revenue growth Knowledge of industry best practices and emerging trends in client relationship management Preferred Qualifications Willingness to travel occasionally to client sites or industry events Flexibility to accommodate client needs and time zone differences when required About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2026, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values Client Connected Human Centered Technology Forward Respect + Integrity Excellence The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $175,000 - $185,000. Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off. Originally posted on Himalayas

Relationship Manager

ECG Resources

Richmond, VA

Relationship Manager OVERVIEW Headquartered in Richmond, Virginia, this independent investment and wealth management firm has served individuals, families, and institutions for more than 50 years. With more than 30 professionals and approximately $5 billion in assets under management, the firm combines institutional-level investment capabilities with highly personalized service. A growing part of the firm is its Multi-Family Office practice, which serves high-net-worth and ultra-high-net-worth families with customized advice and coordination across investment management, estate and wealth transfer planning, tax, insurance and risk management, philanthropy, concierge services, and family education and governance. The Family Office team develops a deep understanding of each family and works closely with family members and their outside advisors—including attorneys, accountants, trustees, and other professionals—to provide an integrated approach to managing complex financial affairs. The goal is to simplify complexity, anticipate needs, and help families preserve and transition wealth across generations. The Relationship Manager serves as the primary point of contact for a portfolio of client families, coordinating the delivery of investment, tax, trust, estate, philanthropic, and lifestyle services. This role combines relationship management, operational oversight, and coordination across internal teams and external advisors. The ideal candidate is highly organized, detail-oriented, intellectually curious, and committed to building long-term, trusted relationships with sophisticated families. KEY RESPONSIBILITIES CLIENT RELATIONSHIP MANAGEMENT • Serve as the day-to-day primary contact for a book of family clients, managing all aspects of the client experience • Coordinate and lead regular family meetings, investment reviews, and annual planning sessions • Anticipate family needs and proactively surface opportunities to create thoughtful, highly personalized experiences that exceed expectations • Manage sensitive family dynamics with discretion, including multi-generational and governance matters INVESTMENT & OPERATIONS COORDINATION • Oversee consolidated reporting across custodians, private investments, and alternative assets • Coordinate with the investment team on portfolio reviews, rebalancing, and performance reporting TRUST, ESTATES, & TAX LIAISON • Coordinate with outside estate attorneys, CPAs, and trustees on entity structures, gifting strategies, and estate plan implementation • Track key dates (trust distributions, tax filings, entity renewals) • Assist in the preparation of materials for tax planning and year-end review meetings OPERATIONS & ADMINISTRATION • Oversee account opening, transfers, titling, and account maintenance across custodians • Manage bill pay, cash management, and administrative support functions as applicable • Maintain accurate client records within the CRM and portfolio management system TEAM LEADERSHIP & COLLABORATION • Partner with lead advisors, investment team members, and client service/operations staff to ensure consistent, high-touch service delivery • Contribute to process improvement initiatives and the development of scalable family office workflows QUALIFICATIONS AND EXPERIENCE • 5-10 years of experience working directly with UHNW multi-generational families • Strong working knowledge of investment concepts, trust/estate structures, and tax planning fundamentals • Exceptional organizational skills and ability to manage multiple complex client relationships simultaneously • Excellent written and verbal communication skills; comfortable presenting to sophisticated clients and their advisors • Proficiency with Addepar and Salesforce • Intellectual curiosity and a ‘client first’ attitude • Demonstrated willingness to learn and ability to balance longer term projects with the immediacy of day-to-day tasks

Summary As a Relationship Manager, you will be a lead client advocate, ensuring exceptional service throughout our clients’ experience. You will also contribute to your team’s new business development activities, including expanding wallet share of existing client relationships and prospecting new relationships across various client types, such as high-net-worth individuals, endowments & foundations, and businesses. As the primary client service contact, you will contribute to the creation of long-lasting, trusted advisory relationships. As a Relationship Manager you will work in collaboration with a Wealth Management Advisory team. You will report to the Chief Client Experience Officer. Responsibilities CLIENT RELATIONSHIP MANAGEMENT Serve as the primary point of contact for clients, overseeing and enhancing their end-to-end experience across all inbound interactions. Build a deep knowledge of firm service offerings, financial planning capabilities, and investment products. Stay up to date on current market dynamics and overall industry trends. Collaborate with Financial Consultants in conducting client meetings via telephone, video conference, and in‑person interactions. Oversee complex client communications and manage responses to service inquiries and customized reporting in a timely manner Work with the Financial Consultant to provide broad financial planning support, which will include helping to generate baseline financial plans. Initiate new account paperwork and client directives, overseeing onboarding and investment objective updates and driving cross-functional completion of all required criteria Work with the Wealth Management Associates to ensure timely, accurate, and complete documentation of client information. Facilitate the preparation of materials for use in client meetings. Address and resolve client concerns, escalating complex or unresolved issues to management when necessary. TEAM SALES COLLABORATION Coordinate Client and Prospect meetings for the advisory team, ensuring efficient calendar management and a seamless client experience. Strengthen financial planning and business development capabilities through active engagement with Advisors, formal training programs, and ongoing independent learning. Collaborate with Marketing partners and internal team members to develop and execute targeted outreach and campaign initiatives for clients and prospects. Plan, organize, and participate in strategic prospecting initiatives in partnership with Financial Consultants to support pipeline growth and cultivate warm leads. Develop expertise in firm sales and service technologies, leveraging digital marketing, client service, and financial planning tools to support business growth and client engagement. Coordinate request for proposal (RFP) reviews and response development in collaboration with the Portfolio Strategies Group on behalf of the advisory team. Qualifications & Requirements Bachelor’s degree, with a concentration in Finance, Business, Economics, or Pre-law preferred 3+ years of related experience with RIA, trust company, bank, brokerage, or financial planning firm preferred Prior direct client relationship or sales experience preferred Series 7 and 66 required, or targeted within first year of employment Flexibility to travel and work outside of normal business hours to accommodate client schedules Experience with Envestnet, Salesforce, & Charles Schwab preferred Key Attributes A passion for serving clients and providing an exceptional experience with a fiduciary duty of care Excellent written and verbal communication skills, with the ability to succinctly summarize complex information. Manage multiple priorities simultaneously, maintaining accuracy and close attention to detail. A strong commitment to achieving goals, acting with a sense of urgency, and follow-through. Take initiative to address challenges and solve problems proactively. Perks Health, dental & vision insurance Employer HSA contribution Opt out credit 401k employer match Paid volunteer days Gym reimbursement Compensation:$60,000 - $85,000 expected base salary. Base salary is broadly based on tenure within the firm, experience, and contribution to the team. Total compensation is comprised of base salary and multiple tiers of bonuses including discretionary, metrics-based, a third category that is reserved for top-performers that are recognized as Team Leads. Originally posted on Himalayas

Relationship Manager

BigTime Software

Chicago, United States

What the job involves BigTime is rebuilding how customer success works. Not iterating on it — rebuilding it. The Relationship Manager is the commercial owner of a book of BigTime accounts. You carry a quota. You own NRR. You close expansion. You do not wait for renewals to surface risk This role exists because the traditional CSM model — reactive, satisfaction-focused, measured on health scores — doesn't match how we're building this company. The RM is the primary owner of the customer relationship post-sale, accountable for retention, adoption, and expansion. It requires deep product fluency, genuine relationships built across multiple stakeholders, and the judgment to act on growth opportunities before they become visible in a conversation We're running an AI-native operating model where agents handle administrative overhead, which means you carry a larger book than a conventional CS role supports and spend your time on the work that actually moves revenue. The right candidate knows BigTime's platform well, has earned trust with customers, and is motivated by hitting a number If you're looking for a role where retention is the ceiling, this isn't it. If you're looking for one where it's the floor, keep reading BigTime is deploying an AI agent layer across the commercial org. For the Relationship Manager role, that means: at-risk alerts surface before customers escalate, QBR prep is automated, and client intelligence is aggregated and ready before your calls The administrative overhead that consumes traditional CS roles is being systematically reduced. This is only possible through proper hygiene in Saleseforce. The cleaner your data, the more we can build. You will be expected to carry a book that reflects that leverage. In return, you spend your time on relationship depth and revenue — not on status updates and deck formatting This is not a future-state pitch. The agent stack is live and expanding now You own the full post-sale lifecycle for a defined book of accounts — onboarding through renewal and expansion. Your scorecard is NRR. Here’s how you get there: Maintain proper hygiene in CS tools (vitally, salesforce, etc…) Run independent account audits across your book. Assess product utilization by module, identify adoption gaps, and build a prioritized maturity roadmap for each firm —Lead onboarding and enablement without escalation. Configure workflows, deliver training, and set up each firm’s BigTime instance based on how that firm actually operates Follow the RM Engagement Model for how we engage every account in your book, the right cadence, touchpoints, and stakeholder coverage based on account tier, so no customer falls outside the standard for how we show up for them Operate BigTime’s AI agent stack — at-risk alerts, QBR prep, client intelligence. Learn it, use it, improve it Translate a firm’s business model into a BigTime usage strategy. Understand how they staff projects, track time, manage resources, and bill clients. Then show them where they’re leaving value on the table Build and close expansion pipeline within your book. Run account plans, identify incremental revenue opportunities, and close them Manage renewal health proactively. Risk should never surface in a renewal conversation. Build multi-stakeholder relationships — including with economic buyers — that outlast any single champion Partner with Forward Deployed Engineers on accounts where deeper technical engagement unlocks adoption or reduces churn risk. You own the relationship; they go deep on the technical side Requirements You have a demonstrable track record of owning customer outcomes and driving commercial results in a post-sale environment. The title on your resume matters less than the evidence: Did you carry a number? Did you close expansion? Did you build relationships that held through personnel changes and product transitions? Beyond the track record, this role requires a specific mindset. BigTime is mid-transformation — operating model redesign in progress, AI infrastructure being built in real time. You need to be comfortable with ambiguity, motivated by building something that doesn’t fully exist yet, and capable of operating without a complete playbook. If you need a stable, defined environment to perform, this role will frustrate you Commercially motivated. Comfortable with quota, variable comp tied to NRR and expansion, and a scoreboard that’s visible to everyone. Retention is the floor Product fluent. You understand what success looks like across every BigTime module — Delivery, Resource Management, Quotes, Payments, Enterprise — and how firms get maximum value when modules work in combination. You can run a product conversation with a firm’s finance or operations lead without support Financially oriented. You understand your book as a portfolio. You prioritize time and effort based on ARR, renewal timing, and expansion potential — not loudest customer wins Relationship-driven at multiple levels. You build with economic buyers, not around them. You maintain those relationships through renewals, personnel changes, and product transitions Proactive by default. You identify risk and opportunity before they surface in customer conversations. You don’t wait for escalations Builder mentality. You’re joining a function that is being redesigned. You’ll help define processes, flag what’s broken, and build the playbook alongside leadership. That’s an opportunity, not a burden — if this description fits you Industry background. Experience in professional services, SaaS, or management consulting preferred. Familiarity with how consulting or services firms staff projects, track time, manage resources, and bill clients accelerates credibility with customers

Relationship Manager

Brex

New York, United States

What the job involves As a Relationship Manager for our Startups team, you play a pivotal role in the success and satisfaction of our existing Startup clients by providing the necessary resources, guidance and support This role requires excellent communication and interpersonal skills, a deep knowledge of Brex products, an understanding of the startup ecosystem and a passion for helping entrepreneurs and finance leaders achieve their goals Manage a portfolio of approximately 200 companies (Seed through Series B+), serving as the primary point of contact for founders, CFOs, and Chiefs of Staff Maintain deep awareness of each client's financial health, funding status, and growth trajectory to identify and address opportunities proactively Uphold operational excellence through rigorous Salesforce hygiene and proficiency in tools such as Vitally, Gong, Scratchpad, HEX, Looker and LogRocket Drive Net Revenue Retention (NRR) through the proactive expansion of products, including credit card utilization, growing banking deposits, adoption of bill pay, invoicing and travel products Lead deposit acquisition by capturing fresh capital during financing rounds through the strategic positioning of Brex's banking and treasury solutions Execute competitive defense strategies to protect your book of business, cultivating relationships built on trust rather than simple cash incentives Partner through strategic collaboration with cross-functional teams to deliver optimal solutions, products, and services to our clients Prioritize field engagement by targeting in-person interactions with customers by having in-person meetings and touch points Manage event curation by hosting at least one monthly client event, such as intimate dinners, workout sessions, or other curated experiences Requirements 4+ years of experience in relationship management, account management, sales, partnerships, or a similar role, preferably within the startup or finance ecosystem or saas or banking industry Consistent record of exceeding quota and delivering top performance in competitive sales environments Excellent communication and interpersonal skills, with the ability to build and maintain relationships with diverse stakeholders Proactive and results-oriented mindset, with the ability to work independently and as a part of a team Strong organizational and project management skills, with the ability to multitask and prioritize effectively Ability to analyze data and metrics to drive informed decisions and strategies Strong understanding of the startup ecosystem

Relationship Manager

BOLD Integrated Payments

United States

The Relationship Manager is dedicated to enhancing client relationships and optimizing the client experience across VersiTech’s Partnerships portfolio. Company Overview At VersiTech, we go beyond the traditional boundaries of a tech company to provide payment and point-of-sale technologies that help businesses increase their profitability, run efficiently, and grow with confidence. We are innovators at heart, problem-solvers in action, and growth partners in spirit. In every solution we create and every service we offer, our ethos is clear: technology should be advanced, accessible, and easy to use. We have a passion for delivering technology-focused products and services that are built on speed, affordability, and reliability so that every business we serve enjoys a consistent experience with a trusted ally. Our two product lines, BOLD Integrated Payments and Tonic POS Software can be deployed together for a unified end-to-end experience or used independently for maximum flexibility. Listening first, building lasting relationships, and delivering measurable outcomes for our partners and merchants are central to how we operate as an organization. Who We Are We operate under a rapidly growing and widely accepted business philosophy called “EOS” (Entrepreneurial Operating System). In learning to utilize EOS, you will have the ability to drive growth and be an empowered decision maker, something that you can’t get in large, slow-moving organizations. As we grow, we are intentional about protecting our small-company spirit: staying agile, taking ownership, and maintaining strong relationships. We strive to live our values every day and in every way. We believe culture is built through the habits we practice: Value + Habit = Culture, and we are looking for others who feel the same way: We are ALL IN: We are committing wholeheartedly to a clear vision. Mission first and team always by: following through, owning outcomes, and finishing what we start for the success of ALL involved: our employees, our partners, our vendors, our communities, and our customers. We DARE TO BE DIFFERENT: We embrace our entrepreneurial DNA and small-company spirit as we scale, taking responsibility as first movers, simplifying the complex, and maintaining a culture of fun and approachability while prioritizing our partners and team members first. We are HUMAN: We are grounded in accountability and genuineness, we build strong relationships by listening to understand, communicating clearly, speaking truth with care, and respecting different perspectives with grace as we grow. How You Will Make an Impact: The Relationship Manager position is a pivotal role dedicated to enhancing client relationships and optimizing the overall client experience. You will be responsible for ensuring client satisfaction and maintaining positive relationships by managing the day-to-day needs of the clients and collaborating with other levels of the Partnerships department, resulting in overall client retention and growth. This means you will work closely within your department to manage clients and with the Client Services department to get the most ideal outcome for the clients. You will report to the Manager of Relationship Management who is responsible for proactive engagement and growth with both Bold and Tonic clients, ensuring their needs are met, and supporting them in maximizing their revenue potential. This role requires excellent communication and relationship-building skills. Performance Metrics (not limited to): Achieve high client retention rates. SLA performance according to company standards. Internal cross-departmental feedback and cooperation. What You’ll Be Driving Day-To-Day: Develop and maintain relationships within client organizations. Act as a point of contact for assigned and unassigned clients, using creative strategies to address their needs, resolve issues, and ensure satisfaction, in addition to assisting associates with their assigned portfolio. Managing and maintaining client data across multiple CRM platforms. Work closely with other departments, such as Client Services, Finance, and Direct Sales to ensure client success. Utilize knowledge of pricing and payment structures to optimize client satisfaction. Facilitate ongoing education for clients to enhance their independence and efficiency, including application processes, underwriting guidelines, and profitability analysis. Use compounded knowledge to take care of client issues, needs, and goals. Work closely with fellow team members to help cultivate a professional, fun, and trusting environment. Oversee ongoing client operations, assisting clients with merchant account onboarding, and ensuring a positive customer experience. Engage in ongoing training to stay up-to-date on sales, business, and industry updates. Assist in the development and implementation of client strategies and objectives. Assist with training new Associates and educating on team processes and tools. Manage, organize, and occasionally lead projects across the client lifecycle. Act as a trusted advisor to Associates when necessary. Work in tandem with assigned Partner Manager(s) on assigned portfolio. Oversee clients’ unique, higher-level concerns that require meticulous strategic planning. Position yourself as a trusted client advocate by actively engaging across all relevant internal channels. You’ll Know You’re Successful When: Clients treat you as an extension of their own team, trusting you with real problems and honest feedback, not just routing tickets to you. Newer Associates come to you before they get stuck, and you’re shaping how the team works together, not just managing your own portfolio. Clients are increasingly self-sufficient with the tools and processes you’ve taught them. You’re solving root causes, not re-explaining the same issue every quarter. Other departments treat you as an easy, reliable partner; cross-team requests move without escalation or friction. You’re the person handed the harder, higher-stakes client situations without needing to be walked through the playbook. Your grasp of each client’s history means problems get solved faster, with less repeated explanation required from the client. Qualifications: Communicate effectively internally and externally with tools provided. Work with urgency, a pace that produces high-quality outcomes. Make well-informed decisions, seeking input from others as needed based on impact & performance. Be proactive and responsive; less reactive. The hours of operation for this role will fall within 8am – 5pm, depending on your time zone. This is a remote role with minimal travel expectations. You will have a base salary and bonus plan. We stand behind our colleagues and loved ones with benefits and programs that support one another’s holistic well-being. That means we prioritize physical, financial, and mental health through each stage of life. VersiTech benefits include: Competitive base salaries Unlimited, flexible vacation policy (with manager approval), plus 7 major holidays Fully covered Employee-only coverage for medical, dental, and vision insurance; partial contribution for Employee+others coverage 401(k) program with available company match Robust supplemental insurance offerings - life insurance, disability benefit, & even discounts on pet insurance! Flexible Spending Account (FSA) and Health Savings Account (HSA) availability Marketplace Care Teams to provide emotional and spiritual support for our employees Employee Assistance Program, Caregiver Support Program, & an Adoption Assistance Program Career development and training opportunities Apply today to be part of a team committed to excellence and innovation in client relations. If you are the kind of person who serves with a people-first mentality, leans into a vision that people can get behind, and enjoys being a part of a fast-growing organization, we want to talk with you! VersiTech, LLC 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. Employment eligibility in the U.S. is required, as VersiTech, LLC will not pursue visa sponsorship for this position. 10 Glenlake Pkwy NE Suite 250 Atlanta, GA 30328 & Powered By: Originally posted on Himalayas

Relationship Manager

SmartBank

Huntsville, AL

SmartBank Relationship Manager Looking to join a Great Place to Work Employer and become a valued member of our growing team? At SmartBank, we're not just offering a job; we're inviting you to be a part of a culture built on excellence. Our Relationship Managers will be held accountable for: Upholding SmartBank Core Values and Core Purpose. Developing new customer prospects and business for the financial institution. Completing each loan application and all pre-processing functions in a timely manner. Gathers related financial and general business information, performs financial analyses needed to make credit decisions, participates in team credit decisions and communicates with prospects and customers to close sales. Screening loan request based on financial institution policies and on types of loans offered by the institution. Orders appraisals, credit reports, background checks, reference checks and other information as needed on loan applicants. Responsible to monitor overall profitability of relationships and negotiates terms, fees, and structures to the mutual benefit of the client and SmartBank. Evaluating potential customer loan requests and makes loan recommendations to management. Reviews new laws and regulations that influence business lending within the financial institution and makes recommendations to management when necessary. Communicating complex approvals or denials to the borrower. Promotes and participates in the financial institution's special credit programs and other CRA programs. Ideal candidates for the role will include: High School Diploma required. Bachelor's degree business, finance or management preferred. Minimum of 5 years experience in banking or sales lending field. RMA Credit Risk Certification preferred Graduate School of Banking preferred TBA Lending Schools Commercial Lending preferred

Relationship Manager

Fidelity Investments

Seal Beach, CA

The Relationship Manager supports the branch team by strengthening client relationships and ensuring daily activities align with client needs. Key focus includes: Supporting the branch team by strengthening client relationships

Relationship Manager

Mp Rpo

Jacksonville, FL

ABOUT OUR CLIENT: Our client is a full-service 401(k) recordkeeper, third-party administrator (TPA), and registered investment advisor (RIA). They partner with plan sponsors, advisors, and payroll providers to deliver accurate, compliant, and efficient retirement plan administration. They aim to deliver a white-glove service to our clients and plan participants through fast, high-quality responses and proactive communication, leveraging technology to empower their people to do their best work. WHAT YOU WILL DO: The Relationship Manager (RM) serves as the primary point of contact for Plan Sponsors, Adopting Employers, and Investment Advisors, and functions as the quarterback of the overall client relationship. The RM is expected to operate with a consultative, advisory approach, combining technical retirement plan knowledge with proactive relationship management, and is accountable for the client's overall experience. The RM manages an assigned book of business and is expected to operate with extreme urgency, strong ownership, and disciplined follow-through across every client interaction. KEY ACCOUNTABILITIES: Compliance Testing & Contribution Communication Deliver compliance testing results and contribution calculations prepared by Consultants; serve as the client's point of contact for related questions Fiduciary File Delivery Review the annual, system-generated fiduciary file (Broadridge/SRT) and prepare talking points and plan design observations prior to the client meeting Deliver the fiduciary file in a client meeting, using the opportunity to demonstrate value and discuss plan design changes that support the sponsor's goals Document fiduciary file meetings and resulting follow-ups in the CRM Year-End Data Collection Serve as the client's point of contact for questions related to the automated year-end data request Follow up on outstanding or incomplete client submissions Enrollment Meetings Lead initial enrollment meetings for onboarding (new) plans Lead ongoing enrollment meetings for active plans Issue Triage & Resolution Ownership Perform high-level research and triage of client-reported issues (e.g., payroll issues, reporting errors), resolving where possible or handing off to Support or Compliance with appropriate context For issues requiring assistance, convene the appropriate internal parties, drive the issue to resolution, and communicate the outcome back to the client Plan Terminations & Amendments Coordinate plan terminations for assigned clients Initiate plan amendments based on client requests, ideally driven by plan design improvements the RM has proactively identified Service Agreement & Fee Communication Serve as the client's resource for questions regarding the Client Service Agreement, including fees and the scope of services Client Touch Points Maintain regular touch point meetings with clients, with particular emphasis on the largest revenue-producing relationships Note: Each responsibility above includes related administrative sub-tasks (data entry, documentation, scheduling, and routine follow-up), which the RM is expected to perform directly in the current model. WHAT YOU NEED: Minimum of three (3) years of experience working with retirement plans ASPPA credentials preferred (QKA, QPA, CPC, or equivalent) Working knowledge of non-discrimination testing Strong understanding of plan document provisions Awareness of current legislative and regulatory developments affecting retirement plans Thorough understanding of Client Service Agreement terms, including fee structure and scope of services Strong written and verbal communication skills, suited to client-facing consultative meetings Ability to manage competing priorities across a book of approximately 160 plans Series 65 or willingness to obtain within 6 months from hire date. ADDITIONAL INFORMATION: Direct hire 100% Remote Less than 10% travel annually (if at all) Compensation: $90-$100k annually plus 10% bonus opportunity Full benefits including retirement, PTO, medical, dental, vision, etc.

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

Highland Park, 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

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. Role Summary The Relationship Manager helps make National Life a preferred carrier by strengthening partner confidence, improving field effectiveness, and turning partner needs into coordinated action and measurable business results. Serving as the operational connection between Distribution and the Customer Innovation Group (Service & Operations), the role owns onboarding, business readiness, and the ongoing operational relationship for a portfolio of assigned Distribution partners. The Relationship Manager helps partners launch successfully, adopt new capabilities, reduce friction, and improve the ease of doing business with National Life. By anticipating needs and improving operational performance, the role supports business retention and sustainable growth. Aligned to portfolios of similarly structured organizations, the Relationship Manager develops deep knowledge of each partner's business model, organizational structure, operating practices, technology, training capabilities, service expectations, growth priorities, and quality-of-business considerations. The role proactively identifies emerging needs, establishes relationship plans and operating approaches, and mobilizes cross-functional partners to deliver business outcomes. The Relationship Manager also looks across assigned organizations to identify shared trends, apply industry best practices, and develop scalable improvements to processes, technology, training, communications, and service. The role may develop business cases for new initiatives and, remains engaged through implementation, adoption, and outcome measurement. This is not a passive service or escalation role. The ideal candidate is an ambitious, creative, and relationship-focused self-starter with strong insurance industry and distribution acumen. Success is measured through stronger partner confidence, improved readiness and adoption, reduced friction, quality of business, field effectiveness, and measurable business value—not activity alone. This position is ideally based in Addison, TX or Montpelier, VT with a hybrid work arrangement. Remote work may be considered for candidates located outside of a reasonable commuting distance to these offices Essential Duties and Responsibilities Own the operational health, readiness, and experience of assigned Distribution partner relationships, acting as a primary connection between partners and the Customer Innovation Group (service and operations), with a focus on strengthening relationships and retaining and growing business. Build a thorough understanding of each partner's structure, business practices, growth priorities, technology, service expectations, training needs, and quality-of-business considerations. Set relationship plans, short and mid-term objectives (one year or less), governance routines, and communication approaches that support Distribution and service and operations goals. Coordinate marketing, sales, and support services for assigned accounts so partners receive consistent, coordinated support across NLG. Anticipate new operational needs and bring in the right functional teams before they become significant partner or business issues. Lead the Operations experience for partner onboarding and for significant business, product, process, or technology changes, from planning through stabilization. Create readiness plans that bring together milestones, responsibilities, dependencies, education, communications, risks, and success measures. Represent the partner perspective in implementation planning, testing, communications, training, and post-implementation assessment for assigned relationships. Explain operational and technology changes to Distribution partners in terms of what they mean for the business and what to do next. Track adoption, early performance, and partner feedback, identify barriers, and drive adjustments when intended outcomes aren't met. Lead resolution of complex partner issues that span functions by defining the problem, clarifying who owns what, aligning stakeholders, and keeping work moving through closure. Use independent judgment to decide when established approaches are enough and when new solutions, escalation, or leadership decisions are needed. Balance advocacy for Distribution with customer, regulatory, risk, operational, financial, and enterprise considerations. Combine operational metrics, partner feedback, adoption results, service trends, and quality-of-business information into a single view of relationship performance. Separate isolated events from recurring patterns, and lead or support root-cause analysis and improvement efforts that reduce recurring friction. Prepare client presentations and briefing materials for senior management covering relationship health, key commitments, risks, and recommendations. All other duties as assigned. MINIMUM QUALIFICATIONS Bachelor's degree and 8 or more years of related work experience, OR an advanced degree and 5 or more years of related experience, OR 12 or more years of total equivalent work experience. Relevant experience in life insurance, annuities, financial services, relationship management, distribution support, Operations, business readiness, or a related field. Strong insurance industry and distribution acumen, including an understanding of current market trends, competitive practices, and how different agency structures affect onboarding, service, technology, training, and quality of business. Strong knowledge of life insurance and/or annuity distribution and the operational processes that support new business, underwriting, policy issuance, service, and field support. Knowledge of different distribution models, such as MLM, IMO, Direct, Brokerage, or comparable structures. Demonstrated experience leading complex partner relationships, onboarding, operational initiatives, or cross-functional problem solving. Demonstrated creative problem-solving skills and the ability to develop practical, scalable solutions for ambiguous or emerging business needs. Proven ability to work proactively, identify opportunities without waiting for formal direction, and move ideas from concept through execution and measurable results. Ability to independently evaluate ambiguous business issues, choose appropriate approaches, and influence outcomes without direct authority. Experience using operational metrics, partner insight, and business context to identify trends, explain what is driving performance, and recommend improvements. Experience developing business cases, recommendations, or initiatives that influenced operational or technology priorities. Strong written, verbal, presentation, and facilitation skills, including the ability to prepare briefing materials and communicate effectively with senior internal and external stakeholders. Ability to manage multiple priorities and significant areas of accountability in a matrixed environment. Ability to travel as needed. Proficiency with Microsoft Office and relevant collaboration, CRM, workflow, and reporting tools. PREFERRED QUALIFICATIONS Experience supporting Field Leaders, agencies, advisors, key accounts, or other Distribution-facing relationships. Experience in strategic account management, partner onboarding, relationship governance, or executive partner engagement. Experience coordinating cross-functional support and maintaining visibility to commitments, dependencies, and outcomes for assigned relationships. Experience with business readiness, implementation planning, testing, adoption, and post-implementation assessment. Experience leading continuous-improvement or cross-functional change initiatives. Experience with advisor-facing platforms, CRM systems, workflow tools, digital application platforms, document-management systems, or sales-enablement technology. LOMA, LIMRA, project-management, process-improvement, change-management, or other relevant professional certification. AI Proficiency Expectations (All roles): At National Life Group, we view AI as an enabler of human potential. We use AI to help us work smarter, serve more clients, and keep our promises, while remaining a relationship-driven business where our people are our greatest strength. All applicants are expected to: Leverage approved AI tools, where appropriate, to improve the efficiency, quality, and impact of their work. Stay curious and open to new AI-enabled ways of working. Exercise sound judgment by reviewing and validating AI-generated content. Maintain accountability for the accuracy, quality, fairness, and integrity of work products by adhering to National Life's AI guiding principles. Use AI responsibly and in accordance with company policies related to confidentiality, data privacy, security, compliance, retention, and intellectual property. Core Competencies Service Focus - Demonstrates a client centric focus for satisfying one’s external and/or internal customers; establishes and maintains effective relationships with customers and gains their trust and respect. Decision Making - Makes sense of complex information, critically evaluates, and creates solutions. Results Oriented - Sets performance and personal goals; Driven to meet or exceed goals and objectives. Plans and Aligns - Plans and prioritizes work to meet commitments aligned with organizational goals; Aligns people and skills to tasks and assignments; Evaluates results of work. Demonstrates Learning Agility - Enhances skills and knowledge through continuous learning; Focuses on personal results by establishing stretch goals; Seeks feedback and changes accordingly. Establishes Relationships - Builds partnerships with others to instill trust, collaborate, and meet shared objectives. Communicates Effectively - Actively listens, conveys messages to meet different audience needs, and remains open to new ideas and opinions. Fosters Diversity - Values diversity and difference in thought, experience, and perspective; Promotes an environment that embraces diversity, equity, and inclusion; Supports equal and fair treatment for all. Benefits Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life ! Base Pay Range . The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances. Additional Compensation and Benefits . The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. Salary Pay Range $93,750 — $137,500 USD National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group. Fortune 1000 status is based on the consolidated financial results of all National Life Group companies. Social Media Policy Site Disclosure and Privacy Policy National Life Group 1 National Life Dr Montpelier, VT 05604

Relationship Manager

MassMutual

Radnor, PA

Job Description Overview We are a fast-growing, boutique wealth management firm in Radnor. We are hiring a Relationship Manager to join our team as an integral member of our expanding financial advisory team. The company’s core values include Honesty & Integrity, Get Things Done, Team Player and Getting Better Every Day. As a Relationship Manager, you will work closely with one of the most seasoned advisors on our team where your focus will be keeping that advisor organized and prepared for all client meetings. This includes regular correspondence between you and the client(s) to ensure all requested documents are collected and used in coordination with one of our various software’s. You will also have many key relationships with internal and external support teams. This position also requires client facing meetings where detailed notes and the next steps delegated internally and externally are integral to being successful in this role. This role reports to the “Director of Wealth Management Operations.” Summary of Duties Answering inbound phone calls/emails or making outbound calls/emails with updates on service requests (e.g., scheduling follow-up calls with financial advisors and internal team as needed) Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances Managing the advisor’s calendar including coordinating meetings with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Schedule client and internal preparation meetings Coordinate asset transfers and rollovers for existing accounts Collaborating with advisors and 3rd party teams to request or run investment and insurance illustrations/proposals Executing money movement transactions at the request of the client and/or financial advisor team Enter and maintain client information in our CRM and client files Pre-fill account documentation on client accounts and/or documents Educating or enrolling clients in digital tools (eMoney, Investor360, DocuSign, ePay) Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or the financial advisor or new business team Enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the financial advisor Assist the financial advisors in implementing their client service model Deliver white-glove service and maintain long-term client relationships Remaining current on all policies, procedures, and new platforms Perform special projects and duties as assigned Candidate Qualifications College Degree Active Series 7, and Series 66 or Series 63 and Series 65 preferred Two or more years of industry experience preferred Knowledge/Skills Must be very organized and detail oriented with strong follow-through and ability to work efficiently on time sensitive matters Exceptional written and verbal communication skills required Exceptional client service skills Must be computer literate and proficient with MS Office Suite and Adobe Acrobat Pro with the ability to quickly learn new programs and platforms Critical thinking, attention to detail and multi-tasking skills required Passion for working collaboratively and building long-term client relationships Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts preferred Detail orientated with superior organizational skills and ability to prioritize Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Goal oriented, self-motivated and results driven Compensation Starting Salary: $70,000/year Bonus Potential: Up to 5% annually based on team goals PLUS an additional up to 10% annually based on individual performance. Benefits 401(k) with match Health, Dental & Vision Insurance offered Long Term Disability Generous paid time off Education/License/Training Reimbursement Bonus potential up to 15% of salary

Relationship Manager

PTMA Financial Solutions

Lancaster, PA

PTMA Financial Solutions, provides treasury management, liquidity management, and other financial products and services to the public sector. In addition to more than 12,000 local governments, school districts and other public entities, we also partner with over 1,000 financial institutions to help strengthen communities from coast to coast. Our family of financial services companies offers local government investment pool administration, investment advisory services, term investments, cashflow analysis, bond proceeds management, and public finance services for public entities plus stable deposit funding solutions for financial institutions. Our financial expertise, comprehensive products, and advanced technology help clients achieve more today for a better tomorrow. The firm’s primary operational hubs are in Denver, Colorado, and Naperville, Illinois, with other offices throughout the United States. Job Summary: The Relationship Manager will primarily focus will on driving sales and marketing efforts of PMA investment products and services targeted at Pennsylvania local government clients and prospects. This role emphasizes expanding the client base while collaborating with Institutional Investment Specialists to manage investment portfolios tailored to municipalities’ needs, oversees client relationships, the productions of cash flow process, and bond proceeds management services. Duties/Responsibilities: Develop and execute sales strategies to attract and secure new accounts throughout Pennsylvania. Assist in the development and execution of the PSDLAF sales and marketing plan. Achieve targeted growth of 20% in the PSDLAF fund’s total balance. Maintain and enhance client relationships to ensure high levels of satisfaction and retention. Oversee the cash flow analysis process and provide guidance related to bond proceeds management services. Comply with in-office presence requirements and attend in-person client meetings and events across Pennsylvania. Collaborate with Institutional Investment Specialists to deliver appropriate investment portfolio solutions for municipal clients. Advise clients by providing economic and investment market insights to support their financial objectives. Present PTMA products and services to Boards and Finance Committees of Pennsylvania school districts. Perform other duties and responsibilities as assigned by management. Required Skills/Abilities: This role requires a strategic thinker with excellent interpersonal skills, a proven track record in sales and relationship management, an understanding of municipal finance a plus. Demonstrated ability to take initiative and consistently go the extra mile to meet client needs. Exceptional attention to detail, ensuring accuracy and thoroughness in all tasks. Strong ability to prioritize and manage workload effectively amidst competing deadlines. Proven ability to perform well under pressure, maintaining focus and delivering Ability to take initiative and willingness to go the extra mile for our clients Attention to detail Ability to prioritize work with many conflicting deadlines Ability to work well under pressure Ability to collaborate and problem solve with both technology and business team members. Excellent English communication skills, both written and verbal Education and Experience: Bachelor’s degree (B.A.) degree from four-year college or university; five plus years related experience and/or training; or equivalent combination of education and experience. Regulatory Licensures: Have or be willing to obtain Series 7, 63, & 50 P referred experience in Investment Management (Broker-Dealer–Advisor) Environment Physical Requirements: Must be able to work at a computer for long periods of time. Lift up to 15 lbs. NO AGENCIES PLEASE [{'location': 'Pennsylvania', 'currency': 'USD', 'frequency': 'YEAR', 'rangeStart': 60000.0, 'rangeEnd': 75000.0, 'isRemote': False}]

Relationship Manager

Thrive

Springfield, MO

We are looking for Sales Professional located in: .The primary function of the Relationship Manager / Sales Rep is to grow, create, and increase revenue and number of merchants within an assigned territory through sales and building long-term relationships, primarily with referral sources and associ...

Relationship Manager

Thrive

New Orleans, LA

We are looking for Sales Professional located in:.The primary function of the Relationship Manager / Sales Rep is to grow, create, and increase revenue and number of merchants within an assigned territory through sales and building long-term relationships, primarily with referral sources and associa...

Relationship Manager

PayBright

United States

This is a remote position. PayBright is a rapidly growing provider of innovative payment solutions, delivering payment processing, POS technology, specialized programs, and industry-leading support. What started as a vision to simplify how businesses accept payments has evolved into a trusted partner serving thousands of businesses nationwide. Our commitment is simple: provide exceptional service, innovative solutions, and a partner-first approach that helps businesses grow. PayBright is seeking a driven, relationship-focused professional to join our growing team as a Relationship Manager. If you thrive on building strong partnerships, solving problems, supporting sales growth, and helping others succeed, this is an opportunity to make a meaningful impact within a fast-growing payments organization. As a Relationship Manager, you'll serve as a key resource for our sales partners, helping guide onboarding, supporting day-to-day operations, and collaborating across departments to create exceptional experiences for our partners and merchants. Key Responsibilities Serve as the primary point of contact for sales partners and referral relationships Serve as the primary point of contact for sales partners and their clients, providing end-to-end support and driving issues from initial inquiry through final resolution Deliver proactive problem-solving and resolution management to ensure a best-in-class partner and merchant experience Assist with overflow support requests from both Customer Support and Agent Support teams as business needs require Support onboarding efforts and ensure a seamless partner experience Help streamline sales and operational processes to improve efficiency and consistency Collaborate with internal departments to drive successful outcomes for partners and merchants Coach and strategize with sales partners to help move opportunities through the pipeline Assist partners in achieving and exceeding monthly, quarterly, and annual goals Build and maintain strong internal and external business relationships Contribute to business development initiatives and strategic growth opportunities Participate in training sessions, team meetings, and performance reporting Requirements Education & Experience Bachelor's degree in Business Administration or a related field, or equivalent professional experience 5+ years of experience in relationship management, sales support, customer service, account management, or administrative support within the merchant services/payments industry Working knowledge of: Payment processing POS systems and terminals Merchant statements and residuals Merchant Processing Agreements (MPAs) Merchant onboarding and activation processes This is not an entry-level position. Candidates must possess strong, hands-on experience in the merchant services and payment processing industry, including the qualifications listed above. Applicants without significant experience in these areas will not be considered. Skills & Abilities Strong relationship-building and customer service abilities Excellent written, verbal, and presentation communication skills Self-starter with a strong sense of ownership and accountability Experience utilizing CRM platforms and sales tracking tools Strong analytical and problem-solving capabilities Ability to manage multiple priorities in a fast-paced, deadline-driven environment while maintaining high-quality execution Proven ability to operate in a fast-paced environment, effectively managing multiple projects and competing priorities simultaneously Serves as a single point of contact for partners, ensuring clear communication, responsiveness, and consistent follow-through Demonstrated ownership mindset with the ability to drive issues through to full resolution without handoff gaps Collaborative mindset with a passion for helping others succeed High level of professionalism, organization, and attention to detail Schedule & Location Full-time (40 hours per week) Monday–Friday, with occasional weekend hours as needed The ideal candidate will work in our Raleigh, NC four days per week Fully remote candidates will be considered in the following states: Arizona Florida Georgia Indiana Kentucky North Carolina (if outside of the Raleigh metro) Pennsylvania Texas Virginia Benefits Medical insurance Dental insurance Vision insurance Paid time off Paid sick time Paid holidays 401(k) retirement plan with company match Performance Bonus opportunities Career growth and development opportunities Company Culture At PayBright, we pride ourselves on honesty, tenacity, and reliability—values that guide everything we do. We hold ourselves to the highest standards, with a strong emphasis on clear, consistent communication and a relentless focus on execution. We’re driven by a passion for quality, with our success built on persistence, integrity, and a shared commitment to doing things the right way—delivering exceptional service and maintaining excellence across the board. Equal Opportunity Statement PayBright provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Originally posted on Himalayas