Senior Client Relationship Strategist - Financial Services
Vanguard
Vanguard in Boston is seeking a senior client relationship leader for large, complex accounts. You will develop trust, understand financial goals, and tailor solutions to meet client needs. This role drives retention through strategic planning, cross‑functional collaboration, and proactive guidance. A regulatory license is required; sponsorship is not offered. You will contribute to business planning, track growth opportunities, and present recommendations to key client decision makers. #J-18808-Ljbffr Vanguard
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Client Relationship Strategist - Financial Services in Boston, MA vacancy
- Chadwick Martin Bailey is seeking a Sr. Qualitative Strategist in Boston, MA. This position focuses on fostering client relationships, overseeing projects, and ensuring qualitative excellence. The ideal candidate has over 10 years of market research experience and is adept...Senior
$147k - $210k
Orrick, Herrington & Sutcliffe LLP is seeking a Senior Client Development Manager based in Boston or any office location. The role involves driving client relationship growth by developing and executing strategic client growth plans, delivering thought leadership, and supporting...SeniorWork at officeFlexible hours$225k - $325k
SCS Financial in Boston, MA is seeking a full-time Client Portfolio Manager to collaborate with the Investment Team. The role involves managing client portfolios and building trusted relationships with ultra-high-net-worth individuals and institutions. Candidates should...SeniorFull time- Bank of America is seeking an experienced professional responsible for expanding client relationships and advising clients on their financial needs within Boston, Massachusetts. The role entails driving new investment business and collaborating with internal teams to enhance...Senior
- Ledgent-Finance- is looking for a Senior Collections Specialist in Boston, Massachusetts. This role involves assisting attorneys... ...the collection of unpaid accounts and maintaining strong relationships with clients. The ideal candidate will have a Bachelor’s degree in...Senior
- Fartherfinance in Boston is seeking a Relationship Manager & Servicing Advisor to manage 100-125 affluent... ...certification and over 10 years of financial planning experience. This role focuses... ...will serve as a primary contact for clients, handle service requests, and ensure...Senior
- ...is seeking a seasoned professional to manage complex relationships with existing clients. The role involves strategic planning, client needs assessment... ...of eight years of experience, preferably within Financial Services, along with necessary regulatory licenses. This...Senior
$160k - $200k
A leading financial services firm in Boston is seeking a Portfolio Manager to enhance their wealth management team. This role requires... ...-net-worth portfolio management and a strong focus on client relationships. You will partner with various internal specialists to deliver...Senior- Landing Point, a leading financial services firm in Boston, is seeking a Wealth Strategist to join their Sales & Marketing team. The role emphasizes developing wealth planning strategies for high-net-worth clients. Ideal candidates will possess over 5 years of experience...Senior
- ...seeking a skilled professional for a Relationship Management role in Boston. This... ...emphasizes strengthening client relationships and ensuring high-quality service delivery. The ideal candidate will have extensive experience in financial services, particularly in relationship...Senior
- BNY Mellon is seeking a Senior Vice President, Client Operations to support key client relationships and oversee financial statement preparation in Everett, MA. The role requires... ...degree. Join a leading global financial services company driving transformative solutions...Senior
- A leading financial services firm in Boston is seeking a Wealth Management Associate to provide exceptional client service and support financial advisors. The successful candidate... ...various duties including enhancing client relationships, assisting in marketing strategies,...Senior
$181.5k - $246.8k
Cambridge Associates LLC in Boston is seeking a Client Director to strengthen and maintain relationships with ultra-high-net-worth clients while driving new business opportunities. This role is pivotal in managing investment portfolios and requires extensive experience...Senior- A leading financial services firm in Boston is seeking a Private Client Relationship Manager to develop and manage high-net-worth client relationships. The successful candidate will provide exceptional service, conduct in-person meetings, and network to generate leads....Senior
- ...Senior Vice President, Commercial Relationship Manager, Asset Based Lending About the Company Large multi... ...state commercial bank & diversified financial services firm Industry Financial... ...corporate, and sponsor-backed client segments. This role requires a focus...Senior
- Ernst & Young Oman is seeking a Senior in Financial Accounting Advisory Services to lead projects and manage client relationships. You will work with a diverse team, delivering exceptional service tailored to clients' needs, while ensuring high-quality outcomes. The position...Senior
- A leading global financial services firm is seeking a Customer Success Associate to support clients with performance and risk analytics. This role involves collaborating... ...performance analyses, and building strong client relationships. The ideal candidate has a Bachelor's...Senior
- ...Senior Associate Vice President, Account Manager, Sports & Gaming Client Focus About the Company Leading outsourcing... ...& Professional Services Outsourcing... ...insurance risk & financial management travel... ...growth, managing key relationships, and ensuring the delivery...Senior
$102k - $220k
Senior Vice President, Client Operations Job Description At BNY, our culture allows us to run our... ...and success. As a leading global financial services company at the heart of the global... ...following ways: Support key client relationships as primary point of escalation and...SeniorTemporary workWork experience placementWorldwideFlexible hours- ...is seeking an Integrated Media Planning Supervisor to manage client media strategies. The role emphasizes strategic vision, elevating... ...media planning, developing strategic insights, and building relationships with clients and internal teams. #J-18808-Ljbffr Connelly PartnersSenior
- ...complex Property placements, negotiate with carriers, and guide regional client teams. You will structure sophisticated programs, manage large placement projects, and leverage deep market relationships across the region. Ideal candidates hold 7+ years in Property...Senior
$89k - $108k
Novogradac & Company LLP is looking for a Senior Accountant in Boston, MA. The role involves managing tax and audit projects with minimal oversight, mentoring staff, and maintaining client relationships. Candidates should have a Bachelor's degree in accounting or finance...SeniorRemote jobFlexible hours- ...seeking an experienced Commercial Consultant to work hybrid out of our Boston office. The role focuses on developing and managing client relationships while providing strategic solutions and guidance based on in-depth market analysis. The ideal candidate will have a Bachelor...SeniorWork at office
- A leading financial services firm in Boston is seeking a Senior Transaction Manager to optimize real estate for branches and ATMs. The role involves market analysis, negotiation of leases, and collaboration with partners. With 10+ years in real estate and strong analytic...Senior
$181.5k - $246.8k
...ultra‑high net worth private clients implement and manage custom investment... ...delivers a range of services, including outsourced CIO, non... ..., local expertise, and relationships with the top global investment... .... Provide regular updates to senior leadership on client retention...SeniorWork at officeLocal areaWorldwide$23.16 - $35.88 per hour
...is seeking a claims analyst to review and process Stop Loss (Excess Risk and Reinsurance) claims. The role involves building client relationships, assessing claims, and ensuring compliance with quality standards. Candidates should have 5 years in health insurance claims...SeniorHourly pay$99.75k - $214.37k
...Markets partners. This team manages Ag relationships throughout its life - developing... ...time that might create a change in their financial service needs. The Sr. Relationship Manager -... ...Controllers, and working with existing clients, you have the ability to help clients...SeniorLocal areaFlexible hours- ...Fairygodboss is looking for a Business Relationship Manager Senior in Boston, Massachusetts. The successful candidate will manage a portfolio of large business clients, providing comprehensive financial solutions tailored to their needs. Responsibilities include business...Senior
Fairygodboss
Boston, MA2 days ago $140k - $160k
Senior Investment Strategist Boston, MA Position Summary The Senior Investment Strategist... ...partners with advisors, clients, and prospects to provide... ...Responsibilities Build relationships with advisors as an... ...comprehensive benefits package. #J-18808-Ljbffr Focus Financial PartnersSeniorWork experience placement- Cardata is seeking a Relationship Manager & Servicing Advisor to service 100-125 affluent households in Boston... .... This role requires 10+ years of financial planning experience and CFP®... ...across various strategies, maintaining client relationships without the need for business...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Relationship Strategist - Financial Services. Be the first to apply!
Related searches