Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Relationship Manager

drawbridgeco

Drawbridge is growing, and the relationships we build with clients are at the center of how we retain and grow revenue. We're looking for a Relationship Manager who understands that deeply. The Role At Drawbridge, the relationship is as important as the product. Our clients — COOs, CFOs, CCOs, and Managing Partners at some of the most sophisticated investment firms in the world — don't have time for vendor check-ins. They have time for trusted advisors who show up with a point of view, help them make sense of a complex regulatory and threat environment, and make them look smart in front of their stakeholders. What You'll Do Build and own executive relationships Develop and maintain trusted relationships across multiple stakeholders at each client — operational contacts who use the program day-to-day and executive sponsors who make renewal decisions Earn the right to be in the room when it matters: regulatory exams, LP due diligence cycles, board-level risk conversations Show up in person when the moment calls for it — client visits are a core part of this role, not an exception Lead with outcomes, not activity Frame every client interaction around business impact: capital protected, regulatory exposure addressed, operational continuity improved Help clients translate security program progress into language their LPs, boards, and regulators can understand Ensure clients can articulate the value and outcomes they’re receiving from Drawbridge — and have the narrative to justify that investment internally Maintain a clear, current view of what has been delivered for every account — and what’s coming next Proactively manage the health of your book Surface risk early. Clients who feel heard and see value don’t churn — clients who go quiet do. Monitor engagement signals and act on them before they become problems Prioritize your outreach around account health, not just renewal dates Partner with internal Client Success and technical colleagues who support delivery — you lead the relationship, they support the depth Leverage internal AI tools to stay ahead of your book: surface engagement gaps, synthesize client context, and move faster without sacrificing quality Grow the book Identify and advance expansion opportunities across the Drawbridge platform as clients’ needs evolve Collaborate with the sales team on referrals and portfolio company introductions — particularly within PE firm relationships Own the commercial side of renewals: timeline management, stakeholder alignment, and negotiation Contribute to the team Submit accurate renewal forecasts on a weekly basis with clear notes on risk — forecasting is how the team gets ahead of churn, not reacts to it Bring market intelligence back from client conversations: LP due diligence trends, regulatory exam themes, competitive positioning signals Run the established RM playbook, and bring what you learn from clients back to the team to sharpen it What We're Looking For Experience 3–6 years in a client-facing role — relationship management, account management, or customer success — ideally at a SaaS, fintech, or financial services firm Demonstrated ownership of a book of business with NRR or retention accountability, and the appetite to run a higher-volume book than a typical enterprise account role carries Background in financial services, ideally alternative investment management (hedge fund, PE, or family office operations). Cybersecurity experience is a plus, and we’ll train that side Skills An exceptionally strong communicator — you can run a meeting with a Managing Partner, write a follow-up that gets forwarded to the CFO, and make a complex risk landscape feel manageable Comfortable presenting data-driven findings and translating them into business terms for non-technical audiences Commercially sharp — you understand the difference between a happy client and a retained client, and you manage toward both Comfortable leveraging AI tools as part of your daily workflow — using them to work more efficiently, prepare more thoroughly, and stay ahead of a large book without sacrificing the quality of the relationship Disposition You’re proactive by default. You don’t wait for a client to raise a concern — you surface it first You’re genuinely curious about your clients’ businesses: how they raise capital, how they manage regulatory exposure, what keeps their COO up at night You build trust by showing up consistently and delivering on what you say you will Nice to Have Familiarity with SEC examination preparedness, Reg S-P, or LP due diligence processes Experience working alongside technical delivery teams (solutions engineers, vCISOs, or similar) Background in alternative investment operations — fund administration, compliance, technology Prior experience at a cybersecurity, GRC, or compliance SaaS company Hands‑on experience using AI tools (Copilot, Claude, or similar) to manage client communications, synthesize account context, or accelerate workflow at scale What Success Looks Like 90 days: You know your book. You’ve connected with every client, you have a clear view of each account’s health, and you’ve identified where attention is most needed. 6 months: Clients are hearing from you proactively. At‑risk accounts have a plan. You’re advancing expansion conversations without being prompted. 12 months: Clients think of you as their trusted partner — not their vendor’s rep. Your NRR reflects that. You’re contributing to how the RM team operates, not just executing within it. Why Drawbridge Work with a client base that is genuinely underserved and where the stakes are real — alternative investment firms are high‑value targets, and most don’t have the infrastructure to respond without a partner like Drawbridge Join a proven RM playbook and a strong, senior team to learn from Competitive base + performance compensation tied to NRR Hybrid in New York or Boston with regular client travel Drawbridge is an equal opportunity employer committed to building a diverse and inclusive team. #J-18808-Ljbffr

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Relationship Manager in Boston, MA vacancy
  • $217k - $394k

     ...Description The opportunity Liberty Mutual is looking for a managing attorney to lead legal support for one of our most strategic...  ...well beyond your direct authority. That means building relationships across a matrixed organization and leading in a way that... 
    Suggested
    Full time
    Local area

    Liberty Mutual Insurance

    Boston, MA
    3 days ago
  • $157.23k - $192.17k

     ...understand the ETF and mutual fund industry and their client's expectations and strategic goals. U.S. Bancorp Fund Services (USBFS) Relationship Managers are viewed as trusted advisors and we work with our clients to continually assess the rapidly changing business environment... 
    Suggested
    Full time
    Work at office
    Local area

    US Bank

    Boston, MA
    3 days ago
  • $133k - $296.4k

     ...of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Multinational Relationship Manager III within PNC's Corporate Banking organization, you can be based in Pittsburgh, PA, Philadelphia, PA, Boston, MA or Washington... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    Fairygodboss

    Boston, MA
    1 hour ago
  •  ...Relationship ManagerFlywire is seeking a motivated and strategically minded Relationship Manager to join our team and support our existing portfolio of education clients. As a trusted partner, the RM will work closely with client stakeholders to understand their goals... 
    Suggested
    Contract work

    Venturefizz Product Management Community

    Boston, MA
    3 days ago
  • $120k - $225k

    About UsWellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital...  ...the RolePOSITION OVERVIEWWe are seeking a Latin America Relationship Manager to support the Americas Institutional Group (AIG) and... 
    Suggested
    Full time
    Remote work
    Flexible hours
    1 day per week

    Wellington Management

    Boston, MA
    2 days ago
  •  ...public sector entities throughout New England with a strong emphasis on personal relationships, local decision‑making, and community impact.With a broad range of banking, wealth management, and investment solutions, Rockland Trust combines the resources of a growing financial... 
    Local area

    Rockland Trust

    Boston, MA
    1 day ago
  • $128k - $268k

    Location:225 Franklin Street, Boston MassachusettsJob SummaryThe Senior Relationship Manager, Commercial serves as the primary contact and Financial Advisor for commercial clients. This position is accountable for leading all aspects of business development and relationship... 
    Full time
    Work at office
    Flexible hours
    Night shift

    KeyBank

    Boston, MA
    2 days ago
  • $175k - $245k

     ...more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals...  ...right place to build a fulfilling career.Senior Relationship Manager - Relationship Excellence (New York City)At Brown Brothers Harriman... 
    Full time
    Local area

    Brown Brothers Harriman

    Boston, MA
    4 days ago
  • $175k - $240k

     ...We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing...  ...CIBC.com What You'll Be Doing As a Senior Relationship Manager, you’ll focus on growing direct revenue, retaining high-net-worth... 
    Remote work

    CIBC US

    Boston, MA
    1 day ago
  • $122k - $240.5k

     ...The Team The Clients and Markets Acceleration Team’s (CMAT) Growth Platforms Team is comprised of professional alliance relationship managers, marketers, and architects dedicated to driving successful technology relationships. Within the Portfolio Managed cohort, this... 
    Local area

    Deloitte

    Boston, MA
    1 day ago
  • $180k - $225k

     ...client outcomes. If you have a track record of growing enterprise relationships in insurance and can bridge the gap between emerging...  ...to scope and price engagements Drive account revenue growth, manage pipeline, and own P&L performance across your portfolio Support... 
    Temporary work
    H1b
    Remote work
    Flexible hours

    EPAM Systems

    Boston, MA
    4 days ago
  • $140k - $204k

     ...Experience, and Media Solutions to ensure seamless service deployment.Manage end-to-end go-to-market execution, conduct client debriefs,...  ...networks navigating Google and the client side to build relationships necessary to deliver against plans and projects.Ability to grow... 

    Google

    Somerville, MA
    1 day ago
  • $92k - $145k

    About this role:Wells Fargo Auto is seeking a Retail Auto Relationship Manager responsible for cultivating and maintaining relationships with medium to large and complex and/or high producing auto dealer accounts within the assigned market territory. This role will develop... 
    Full time
    Work experience placement
    Work at office
    Local area
    Remote work
    Night shift
    Weekend work

    Wells Fargo

    Boston, MA
    1 day ago
  • $150k

     ...confident financial decisions by connecting banking, lending, and wealth capabilities across JPMorganChase. As a Vice President Relationship Manager in JPMorgan Private Client, you’ll build trusted relationships through deep discovery and tailored solutions while growing... 
    Temporary work
    Work at office
    Immediate start

    JP Morgan Chase

    Boston, MA
    1 day ago
  • $115k - $170k

    Itron is innovating new ways for utilities and cities to manage energy and water. We create a more resourceful world to protect essential...  ...within the utility industry by developing strategic customer relationships, identifying and advancing new business opportunities, and... 
    Full time
    Contract work
    Work at office

    Itron

    Boston, MA
    1 day ago
  • $144k - $184k

     ...accounts including driving and coordinating executed selling and relationship activities Responsible for detailed understanding of large...  ...with clients to become the trusted advisor Account management with outcome of increased customer satisfaction and increase... 
    Contract work
    Worldwide

    Gartner

    Dorchester Center, MA
    3 days ago
  • $55.5k - $80.5k

     ...help them build more secure and prosperous futures. THE ROLE Using discretion and judgment, under the direction of the Department Manager, the Supervisor provides product, regulatory and technical expertise to staff to resolve inbound client calls ranging in complexity... 
    Local area
    Remote work
    Flexible hours

    MFS International Australia Pty Ltd

    Boston, MA
    1 day ago
  • $130k - $150k

     ...Get AI-powered advice on this job and more exclusive features. Recruiting Manager - Engineering Division at Finish Line Staffing Services This role requires: A Bachelor’s degree or higher in an engineering or technical field 5+ years of proven business development experience... 
    Full time

    Finish Line Staffing

    Boston, MA
    5 days ago
  • $200k - $225k

     ...requiring consultative benefits strategy and advanced lifecycle management. This role partners closely with Producers, supports business...  ...growth initiatives. Builds and maintains strong carrier relationships to deliver optimal client outcomes. Develops budgets and... 
    Contract work
    Temporary work
    Internship
    Local area
    Flexible hours
    Shift work

    IMA Financial Group

    Newton, MA
    2 days ago
  • $83k - $104k

     ...Citizens Private Client Relationship Manager (PCRM)At Citizens, our mission is to help clients, colleagues, and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing... 
    Local area
    Flexible hours
    Shift work

    Citizens Financial Group, Inc.

    Medford, MA
    4 days ago
  • $137k - $160k

     ...Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners closely with Client Relationship Leaders (CRLs), Practice/Industry Group... 
    Full time
    Temporary work
    Casual work
    Work at office
    Flexible hours

    Reed Smith

    Boston, MA
    5 days ago
  • $60k - $80k

     ...empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them...  ...on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues. ~ Able to... 
    Contract work
    Temporary work
    Work experience placement

    World Insurance Associates LLC

    Needham Heights, MA
    4 days ago
  • $130k - $155k

    About the RoleCloudZero is hiring a Senior Customer Success Manager to join our growing CS team this year. In this role, you'll own customer relationships from onboarding through renewal, driving adoption, retention, and expansion across our SaaS platform. You'll work... 
    Contract work
    Flexible hours

    CloudZero

    Boston, MA
    1 day ago
  • $117.6k - $176.4k

    The Global Public Affairs Manager helps strengthen Schneider Electric’s Public Affairs capability worldwide by connecting colleagues...  ...ways of working that enable teams to build trusted stakeholder relationships and protect the company’s license to operate.Based in Boston,... 
    Full time
    Temporary work
    Local area
    Immediate start
    Worldwide
    Flexible hours

    Schneider Electric

    Boston, MA
    2 days ago
  • $120k - $225k

    About UsWellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital...  ...with those of our clients.About the RoleWe are seeking a Relationship Manager - Sub-Advised Insurance to join a team responsible for... 
    Full time
    Remote work
    Flexible hours
    1 day per week

    Wellington Management

    Boston, MA
    9 hours ago
  • $40k - $60k

     ...empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them...  ..., Word, and other MS Office products. Maintains effective relationships with client, co-workers, and colleagues. Viewed as a team player... 
    Work experience placement

    World Insurance Company Defunct

    Newton Upper Falls, MA
    2 days ago
  • $105k - $175k

     ...perfect as possible. We're solving a huge challenge for product managers and developers - understanding the user experience. LogRocket...  ...churn, and upsellsAbility to work with key champions, build relationships and uncover potential areas of expansionSelf-learner and self... 
    Full time
    Work at office
    Visa sponsorship
    Flexible hours

    Logrocket

    Boston, MA
    3 days ago
  • DescriptionThe Customer Success Manager is responsible for managing a portfolio of enterprise customers, ensuring successful adoption...  ...software customers.Strong executive communication and relationship management skills.Excellent organizational, presentation, and... 
    Remote work

    Tufin

    Boston, MA
    1 day ago
  • $96k - $181k

    Location:127 Public Square, Cleveland OhioJob SummaryThe Relationship Manager (Vice President) in the Institutional Capital Group (ICG) plays a pivotal role in delivering tailored financial solutions to institutionally backed commercial real estate owner-operators across... 
    Full time
    Work at office
    Flexible hours
    Night shift

    KeyBank

    Boston, MA
    2 days ago
  • $151k - $207.9k

     ...you are too, let's talk.About the role:The Sr. Customer Success Manager role will play a critical part in the exciting growth and...  ...Customer Value: Develop and nurture strong customer and C-Level relationships to understand their business goals and needs, ensuring retention... 
    Local area
    Worldwide
    Flexible hours
    Shift work

    Okta

    Boston, MA
    9 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Manager. Be the first to apply!