Senior Wealth Tech Relationship Manager
State Street
State Street is seeking a Senior Client Manager focused on Wealth Management clients for CRD IMS projects and services. You will drive client satisfaction, retention and growth by ensuring effective delivery while partnering with client senior leaders to align with strategic goals. You will work with internal and client leaders to maintain strong partnerships, manage programs, and identify opportunities across services and modules. Travel 20–40% annually is expected. #J-18808-Ljbffr State Street
$110k - $188.75k
...wrapped in an exceptional client service experience.As the Senior Client Manager focused on Wealth Management clients, you will be responsible for client... ...status calls and executive engagementsDeveloping relationships with senior client personnel to gain understanding of...SeniorFull timeTemporary workFlexible hours- ...SEI’s Wealth business is expanding its Sales & Client Team. The Senior Relationship Manager will be the primary client-facing leader, driving engagement, growth, and satisfaction within the independent broker/dealer channel across the West Region. You will oversee territory...Senior
- SEI is expanding its Wealth Sales & Client Team and seeks a Senior Relationship Manager to lead strategic client relationships in the West region. You will drive growth, engagement, and satisfaction for independent broker/dealer clients and oversee the entire client experience...Senior
$100k - $150k
SEI’s Wealth business is growing the Sales & Client Team to continue to accelerate business growth. To support this expansion, SEI is seeking a qualified Senior Relationship Manager to join the team.In this high-profile and high-visibility role, you will be the most prominent...SeniorFull timeFlexible hours- ...recruiting professionals. Job shadowing and mentorship from senior team members. Continued development for career progression... ...business needs. Developing and fostering true genuine in-person relationships with our clients while becoming their go-to expert within our...SeniorLive inWork at officeLocal areaRelocation
- Are you ready to take the next step in your financial services relationship management career? Vanguard is seeking passionate and driven individuals to join our growing Advice & Wealth Management division as Relationship Managers!In this role, you’ll manage a book of business...Full timeWork at officeRemote workRelocation packageMonday to Friday
- Position SummaryThe Senior Relationship Manager serves as a key client-facing representative for a personalized indexing platform, partnering with... ...(SMAs), portfolio management, investment management, wealth management, or related investment solutions.Preferred QualificationsExperience...SeniorFull timeWork experience placement
- ...NTT DATA, Inc. in King of Prussia, PA, is seeking a Sr. Product Owner for Financial Services to lead wealth management platform roadmaps and ensure alignment with business goals. You will translate needs into user stories, manage the backlog, and collaborate with compliance...Senior
- Wealth Management Research, Senior SpecialistVanguard is seeking a highly experienced Senior Manager, Wealth Management Research to serve as a thought leader in wealth management, financial planning, and taxation. This individual will lead and conduct original research...SeniorFull time
- ...new Enterprise Client Marketing team focused on deepening relationships with some of Vanguard's most important institutional... ...impact. Key ResponsibilitiesStrategic Client EngagementThe Senior Marketing Manager will develop and execute integrated marketing and communication...SeniorFull timeWork experience placementRemote work3 days per week
- This role will shape how Personal Wealth articulates its value to clients across segments, products, and solutions. As a strategy leader... ...equally comfortable leading rigorous positioning work, advising senior leaders, and building alignment across a highly matrixed...SeniorFull time
- Vanguard's Personal Wealth Marketing team is looking for an experienced Senior Marketing Manager to shape how investors understand, choose, and engage with solutions... ...opportunities to attract new investors, deepen relationships, increase adoption, and deliver cohesive...SeniorFull time
- ...Flagship) segments of Personal Wealth, Vanguard’s retail investor... ...simply deliver campaigns. The Senior Director will be accountable... ...thought leadership, content, and relationship-deepening programs around... ...Substantive experience in wealth management, investments, or a closely...SeniorFull timeShift work
- Vestwell Government Savings (VGS) is seeking a Senior Associate, Relationship Manager to support 529 and CSA partners. You will serve as trusted contact, coordinate with internal teams, and ensure delivery of partner objectives in a hybrid office setup across NYC, Austin...SeniorWork at office
- As a Wealth Planning Consultant, Senior Specialist with Vanguard, you’ll be part of a team within the Advice and Wealth Management (AWM) division advising our ultra-high net worth clients and their families through their unique and complex investment journeys by providing...SeniorFull timeWork experience placementWork at officeRemote workRelocation package
- ...Senior National Account ManagerMoove NA is a pioneer and national leader in lubricant... ..., Act SimplyThe Senior National Account Manager owns the health and organic growth of Moove... ...Sales VP, the Manager deepens executive relationships, converts existing relationships into...SeniorNight shift
$10 per hour
...Business Relationship Manager If you are customer focused, enjoy building relationships and providing... ...As a Business Relationship Manager Senior (BRM) Acquisition banker in Business... ...in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase...SeniorWork experience placementWork at office$10 per hour
...Business Relationship Manager Senior If you are customer focused, enjoy building relationships and providing financial advice to your clients... ...network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new...SeniorWork experience placementWork at office- The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members to join our Relationship Management and Client Service team. Our primary goal is to provide an exceptional client experience to our clients. As an Account Manager you will...SeniorFull timeFlexible hours
- ...Principal Account Executive operates as a senior enterprise seller responsible for the... ...:Possesses advanced knowledge of the wealth management industry, including fintech innovation... ...strategies.Customer Engagement & Relationship Management:Lead advanced negotiations...Flexible hours
$140k - $160k
...Sr. Manager, Client Service Location: Hybrid with consideration for... ..., Retirement Plan Services, Wealth Services, and Human Capital Solutions... ...long-term success. As a Senior Manager, Client Service, you'll help build trusted client relationships, deliver exceptional service,...SeniorWork at officeLocal areaRemote work$80k - $150k
Location:401 Plymouth Road, Plymouth Meeting PennsylvaniaJob SummaryPartners with Business Banking Relationship Managers (BBRMs) to acquire new clients and expand share of wallet of existing client portfolio of businesses with annual sales from $3 to $10 million, with loan...SeniorFull timeWork at officeLocal areaFlexible hoursNight shift- ...& Consulting, Infrastructure & Facility Management Services and Technical Content development... .... Our experienced professionals bring a wealth of industry knowledge to each client and... ...TechnologyExperience level: Mid-Senior LevelIndustry: Staffing And RecruitingSenior
- ...contribute to the company’s success. As a Senior Wealth Strategist within PNC's Private Bank... ...connect with their recruiter and hiring manager to understand workplace expectations... ...Retains, expands and deepens existing relationships.Conducts and reviews research, as appropriate...SeniorFull timeTemporary workPart timeWork experience placementWork at office
$300k - $325k
....Section 1: Position SummaryThe Senior Vice President, Retirement, Investment & Wealth Solutions Marketing is a key commercial... ...success.Develop and maintain relationships with Sales teams, seeking input... ...and approval before use and manage brand and reputational risk in partnership...SeniorFull timeTemporary workSecond jobRemote workShift work- ...client teams. You will supervise reporting, performance metrics, and asset allocation discussions with Financial Advisors and Private Wealth Advisors, ensuring alignment with policy and goals. The role emphasizes leadership, advanced investment knowledge, and effective...Senior
- ...education goals within our branch network. You’ll start with an existing book of Schwab clients, receive comprehensive training via Wealth Management University, and advance along a structured four‑level career track with mentorship and ongoing development. #J-18808-Ljbffr...Senior
- ...Tetra Tech's King of Prussia, PA office is hiring a Senior Project Manager to lead multidisciplinary geology and engineering projects focusing on environmental restoration, land development, and water resources across the Mid- Atlantic. Requires a BS in civil/geotechnical...SeniorWork at office
$100k - $225k
...Relocation assistance: is not available for this opportunity.Requisition #:76717The Role at a GlanceWe are excited to be hiring a Senior Relationship Manager who is passionate about helping plan sponsors and financial professionals deliver the best retirement plan experience...SeniorWork experience placementWork at officeRemote workWork from homeRelocation package- ...Tetra Tech's King of Prussia, PA office seeks a Senior Project Manager Engineer to join our multidisciplinary geology and engineering team. The role will lead complex environmental restoration, land development, and water resources projects across the Mid-Atlantic region...SeniorWork at office
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