Strategic Relationship Manager
Jobtailor
Report directly to the Sales Leader and be responsible for driving new business growth Expand PCS's presence in the high-net-worth (HNW) market Manage client relationships and focus on developing new accounts Deepen new and existing relationships and deliver a premium advisory experience Execute broker plans, benchmark wealth segments, and monitor top producer progress to capitalize on growth opportunities Build and maintain long-term relationships with HNW clients, brokers, and professional referral sources Act as a trusted advisor by providing consultative guidance and education on risk considerations, coverage options, and the use of our digital tools. Drive new opportunities through prospecting, networking, referrals, and digital engagement Identify and target opportunities with high-net-worth clients and strategic distribution partners Execute business development strategies to achieve assigned sales and revenue targets Handle select inquiries end-to-end and close business compliantly Collaborate with brokers, agents, and distribution partners to increase PCS product adoption Manage sales pipeline and accurately report progress using Salesforce and other CRM tools. Requirements 5+ years of personal lines with preferred HNW insurance experience achieving consistent quota attainment and year-over-year business growth. Demonstrated ability to generate new business and achieve revenue growth targets. Active Property/Casualty License Advanced consultative selling and negotiation attributes - from initial discovery and solution design to close and onboarding. Trusted-advisor relationship builder who delivers a consistent white-glove experience that drives renewals and referrals. Deep understanding of affluent client needs and complex/luxury asset protection (high limits, multiple residences, valuables, performance autos, umbrellas). Clear, compelling written and verbal skills; confident presenter in both personal and small executive settings as well as webinars. Proficiency in AMS/CRM platforms digital quoting/rating platforms, e-signature, virtual presentation tools, and spreadsheets (Excel/Sheets). #J-18808-Ljbffr
$163.6k - $245.4k
...York, New York, United StatesSalary: $163,600.00 - $245,400.00Category: Product Management and Development, ProfessionalCompany: CitiCiti is seeking a Card Processor Strategic Relationship Manager to serve as the enterprise relationship owner for one of the company's most...SuggestedFull timeContract workWork at officeRemote workShift work$100k
...reconnect with their purpose, reduce burnout, and rebuild meaningful relationships with patients. We help organizations streamline operations,... ...in healthcare sales, business development, or relationship management (e.g., med device, pharma, consulting, health tech – you've...SuggestedFull timePart timeRemote workFlexible hours- ...Core Sales, Relationship Manager - Financial Solutions Bloomberg is a global leader in business and financial information, news and insight, and we use innovative technology to deliver trusted data and bring transparency to the financial markets. Our customers around...SuggestedTemporary workLocal area
- ...All Jobs Strategic Relationship Manager About Private Client Select Insurance Services, LLC (PCS): PCS is one of the largest high net worth managing general underwriters in the market today. With a sole focus on families with $5m or more in assets, PCS provides complex...SuggestedWork at officeRemote work
$118.13k - $177.19k
...around the world. Job Summary Responsible for providing strategic account management and sales leadership for an assigned portfolio of strategic... .../exceed financial goals and objectives, overall customer relationship management, customer satisfaction, and long-term revenue...SuggestedWork experience placementNight shiftWeekend work$71k - $135k
...East West Bank is seeking a Premier Relationship Manager in New York to provide comprehensive financial advice and support for new and existing clients. The ideal candidate should have a Bachelor’s degree, at least 5 years of financial services experience, and strong...$78.8k - $131.3k
Do you enjoy building solid internal and external relationships resulting in growth?Do you enjoy collaborating... ...common goalsAbout the Role:We’re looking for a highly strategic and relationship-driven Customer Success Manager to join our team at a pivotal moment in our AI...Full timeLocal areaImmediate startFlexible hours$120k - $140k
...more accessible, sustainable, and affordable.As the Public Affairs & Strategic Development Manager, you will lead market expansion by securing access to critical infrastructure, managing relationships with key stakeholders, and driving operational success in a highly regulated...Work at officeLocal areaFlexible hours$71.44k - $120k
About the TeamThe Outside Account Management team at DoorDash partners with restaurant merchants to help... ...with commercial impact. About the RoleAs a Strategic Partner Manager II (SPM), you will own and grow relationships with a portfolio of SMB restaurant partners, operating...Hourly payWork at officeLocal areaRemote workWork from homeFlexible hours$160k - $175k
...are we?Smarsh empowers its customers to manage risk and unleash intelligence in their... ...since 2008.SummarySmarsh is seeking a Strategic Senior Customer Success Manager to join... ...Establish, maintain and grow senior executive relationships for your accounts.Partner with Account...Full timeLocal area- WE Inspire. Promote. Network. (WIPN) seeks a Relationship Manager for TPA Customer Care in Retirement Solutions in New York, NY. In this role... ...plan sponsors, and third-party administrators, acting as a strategic partner to meet client objectives around retention, growth,...
- Canoe Intelligence in New York City (hybrid) seeks a Relationship Manager, Strategic to steward long-term client relationships in institutional and wealth management spaces. You will collaborate across Client Success, Implementation, Support, Sales, and Leadership to deliver...
$130k - $175k
A digital commercial bank is seeking a C&I Relationship Manager to drive lending growth to SMBs in the Greater New York and New Jersey markets. Candidates should have a background in finance with over 10 years of experience, particularly in C&I lending. Strong analytical...- ...in all 50 states. About the Role: OpenLoop is hiring a Strategic Customer Success Manager to join our team remotely or at our HQ in Des Moines, IA... ...-level role owning our most consequential enterprise relationships end-to-end — and defining how enterprise customer success...Remote workFlexible hours
$85k - $90k
...critical, ongoing healthcare compliance requirements. Role We’re looking for a Strategic Customer Success Manager who thrives in a high-impact role, loves building deep relationships with clients, and is motivated by helping customers succeed. You’ll manage a small...Full timeRemote work- About Enterpret As the world moves to AI native applications, one element matters more than anything: the data. At Enterpret, we are unlocking the most impactful dataset for businesses, customer feedback. We centralize feedback across every source, like Twitter, Salesforce...
$160k - $170k
...Strategic Customer Success Manager Raspberry AI • Dumbo, Brooklyn, NY • Hybrid (1 day/week in office) About Raspberry AI Raspberry AI... ...Manager to own and grow our most important enterprise relationships - $1B+ retailers and global consumer brands navigating...Work at officeImmediate startRemote workShift work1 day per week$135k - $159.5k
...guided tools, coaching, therapy, medication management, and specialty care. With outcomes... ...support their role and our mission. The Strategic Customer Success Account Manager at Spring Health builds and manages relationships with the company's largest customers to ensure...Full timeRemote workWorldwideSleeping nights- SourcePro Search in New York, NY is seeking a Manager of Strategic Alumni Engagement and Client Relations at a leading law firm. The role focuses on enhancing the firm’s alumni relations program and engaging a vibrant alumni community through various outreach channels....
- Jobtailor is seeking an Enterprise Client Success Manager to own a book of institutional and wealth management clients, driving retention, renewals and post‑sales expansion while collaborating with cross‑functional teams to maximize value. You will present ROI and business...
- A leading service provider in environmental restoration seeks a Commercial Relationship Manager in Pennsylvania to develop and maintain vital business relationships for sales growth. The role requires a minimum of two years in B2B sales, along with experience in managing...Base plus commission
- CFA Institute in New York, NY is seeking a Manager, Industry Engagement & Platforms to lead senior‑level engagement programs and relationships with investment industry leaders. The role focuses on content strategy, speaker engagement and cross‑functional delivery with internal...
$165k - $175k
SupportFinity™ is seeking a Client Relationship Manager for Consumer Goods based in New York. This full-time position requires overseeing project execution while managing and nurturing client relationships to ensure their satisfaction and retention. The ideal candidate...Full time- East West Bank seeks a Business Relationship Officer in New York, NY to join its world-class team. This role involves managing existing customer relationships and growing the bank's customer base through innovative financial solutions and services. Successful candidates...
- PNC Financial Services Group, Inc. seeks a Relationship Manager II in its Steel City Group to coordinate relationships with existing clients, focusing on retention, revenue growth, and risk mitigation. The role emphasizes managing credit and non-credit products with oversight...
$175k - $225k
...market fit and are scaling our team very quickly. Role As a Strategic Engagement Manager, you will develop, manage and optimize our most critical... ...KPIs, metrics, and reports Build and maintain deep relationships with key partner stakeholders, gathering key insights...- Friedman Williams in New Jersey seeks a Commercial Relationship Officer to independently identify and develop new commercial client relationships... ...$5 million and $25 million. You will leverage treasury management and payment processing services to support client needs and...
$83k - $209k
...something extraordinary.BNY Investments is a leading investment manager, with $2.1 Trillion in assets under management as of... ...BNY.We’re seeking a future team member for the role of Strategic Accounts Relationship Manager to join our Investment Management North American...Temporary workWorldwideFlexible hours$221k - $262k
...envelope of what is possible. We are looking for a Strategic Customer Success Manager, Customer Data Platform (CDP) Target total compensation... ...team is tasked with strengthening and expanding our relationships at all levels of the client organization. The candidate...Live inWork at office- A leading technology firm in the United States seeks a Customer Success Manager to build strategic relationships with customers. You will drive customer satisfaction, enhance retention, and forecast renewals while maximizing product adoption. Ideal candidates will have...Remote jobFlexible hours
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