Relationship Manager
$119.4k - $134.3kTriwill Group
About the Role We’re looking for a Relationship Manager to work with some of the most exciting startups in the world. You’ll be part of the team that introduces founders to Mercury, helps them adopt our core financial products, and ensures their first experience with us is seamless and impactful. This role is ideal for someone who thrives in fast-paced, founder-facing environments and wants to grow their career in FinTech Relationship Management. You’ll handle a high-volume book of startups, provide responsive day-to-day support, and partner with senior leaders to identify and nurture accounts as they scale. The ideal candidate is deeply curious and meticulous, and enjoys engaging customers to investigate issues and deliver insights. What You’ll Do Serve as the first relationship contact for startups, ensuring they’re getting the most business value out of Mercury. Build relationships across a startup’s team, helping them grow and scale their business while adopting Mercury’s core suite. Execute playbooks that ensure consistent engagement across a large portfolio of startups, focused on the optimization, retention, and growth of Mercury’s early-stage startup customers Proactively retain, expand, and surface opportunities and high-growth startups across the book of business. Advocate the customer experience by collaborating with cross-functional teams (Sales, Partnerships, Product) to provide feedback and improve the customer’s experience. Identify new business opportunities within existing accounts and drive account growth. What You’ll Bring 2–4 years in FinTech, Customer Success, early-stage banking, or startup-facing Account Management. Experience working with founders or early-stage teams; comfort with ambiguity and speed. Surgical precision on effectively managing a large book of accounts with automation and playbooks without losing personal touches. Strong communication skills and responsiveness across Slack, email, and ability to in-person events ( A customer-first, process-driven mindset, with an eagerness to grow into deeper RM responsibilities. Operational rigor of strong documentation, proactive communication, and project management. Bonus points if you have your Series 65 license, CFP, or CFA charterholder. *Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC. Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role. #LI-AR2 Total Rewards The total rewards package at Mercury includes base salary, equity (stock options/RSUs), and benefits. Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers. Our target new hire base salary ranges for this role are the following: US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $119,400 — $134,300 USD US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $107,500 — $120,900 USD #J-18808-Ljbffr
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...confidence to reach further.OverviewWe are currently seeking for a high professional to join our team as a Premier Relationship Manger. As a Premier Relationship Manager, you will be a trusted adviser to our new and existing Premier clients. Woking collaboratively with our...Full time- ...Develop new customer relationships and strengthen existing ones using United’s need-based sales approach Interview consumer loan applicants... ...structuring, lending practices, and customer relationship management Strong interpersonal, analytical, and communication skills Proven...Work at officeWeekend workAfternoon shift
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- ...as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention...Work experience placementSecond jobWork at office
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...growth align with what you're looking for in your next career? Then consider joining our amazing team! JOB OVERVIEW: The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by...Hourly payFull timePrivate practiceLocal area- ...to talk to you. Responsibilities As a client partner, you will have overall responsibility for delivery, account management, client relationships, and account growth. You will be responsible for demonstrating business value through solutions that help meet...Remote work
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...with new potential clients in that space.Work with portfolio management team to monitor the existing portfolio at its existing level... ...mentioned above, to maintain and cultivate an effective working relationship with Internal (credit administration, middle market lending...Full timeLocal area- Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... ...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe...Work at officeWork from homeShift workDay shift
- ...Union in Baton Rouge seeks a Dealer Relations Representative to manage indirect partnerships, educate dealers on the credit union’s... ...program, and drive growth across Louisiana. The role emphasizes relationship building, territory expansion, and effective collaboration...
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$48k - $91k
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role The Relationship Manager helps facilitate relationships with Fidelity's most valuable clients. In this pivotal role, you will support the branch team by strengthening client...Full time$112k - $249.6k
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