108 Client Relationships jobs in New York

Job Description

Location: Remote option available

CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental properties. The Relationship Manager will be responsible for sourcing new credit line and term loan customers via direct outbound efforts as well as through responding to inbound inquiries. Relationship Managers will work with other team members to support customers throughout the loan process, from initial inquiry to closing.

Essential Functions and Responsibilities: I nclude the following but not limited to, other duties may be assigned.

• Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors and other groups across the real estate community
• Attend and professionally represent CAF at conferences and industry events
• Proactively contact potential and existing customers through phone calls, email and in-person meetings
• Evaluate the merits and risks of potential credit line and term loan transactions
• Prepare term sheets and summary analysis of potential transactions
• Perform cashflow based underwriting for term loans as well as narratives/conclusions regarding the suitability of potential transactions
• Periodically produce brief and topical marketing blogs sponsored by CAF
• Meet or exceed quarterly/annual individual production targets
• Regularly log customer interaction in CAF’s Salesforce CRM platform
• Assist underwriting and other deal team members as needed

Minimum Requirements: The responsibilities listed below are required. Accommodations may be made to enable the individual with disabilities to ensure the individual can perform the essential functions and responsibilities.

• Bachelor’s Degree
• 2 years of experience in one or more of the following areas: commercial banking, specialty finance, residential or commercial loan originations
• Hands-on approach with track record of driving results
• Exceptional interpersonal and relationship building skills
• Strong financial background with analytical and numerical proficiency
• Must be proficient in Excel, other Office products (or equivalent) and CRM platforms (ideally Salesforce)
• Ability to balance personal resourcefulness and individual drive in a team-based environment
• Willingness to travel

Working Conditions:

• Typical office environment
• Travel required, up to 50%
• Computer, keyboard, telephone, fax machine, scanner and copier, etc.
• Occasional overtime work required throughout the year

A reasonable estimate of the base compensation range for this role is 55K + commission. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching.

At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Description

Whether you are working in a Pharmacy, a seasoned healthcare sales expert, or aspiring to break into the Medical Sales industry, Healthcare Marketing Group, LLC provides an excellent opportunity for you.

As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans.

Our Pharmacy Savings Card works like GoodRx and SingleCare. With savings of up to 80% off prescriptions, we provide the highest discounts in the industry!

We are now seekingPharmacy Relationship Managers in your area!*

What does a Pharmacy Relationship Manager do?

• Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions
• Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications
• Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers

Requirements

What you need to qualify:

• Pharmaceutical/medical sales experience is preferred but not required
• Sales skills with a proven track record
• Exceptional interpersonal skills (building strong relationships)
• Excellent verbal and written communication skills
• Ability to work independently to oversee accounts and increase revenue
• Reliable transportation (this position is partially remote and you will be visiting medical professionals in your area)

* We are currently hiring Pharmacy Relationship Managers in the San Antonio metropolitan area. Please only apply to one city ; your desired territories will be discussed during the interview.

Benefits

Training and compensation:

• We include comprehensive training and ongoing coaching
• Monthly Bonuses
• Great Commission!

Job Description

Headquartered in California, our client is a top performing financial institution with an exclusive focus on the U.S. and Asian markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, the company gives people the confidence to reach further.

Job Summary:

You will be part of a rapidly-growing and financially strong organization that provides career path development opportunities while serving a large and profitable market.

Responsibilities

• Grow the existing portfolio of fund finance and private debt firm clients by leveraging existing contacts and generating new leads to meet loan, deposit, and fee income goals.
• In partnership with the Managing Director for the Eastern U.S., structure debt solutions that are sufficiently innovative to attract new clients.
• Collaborate with other team members to complete the underwriting, due diligence, and documentation process for loans.
• Work with product specialists within the Bank to deepen and broaden client relationships by delivering a full suite of banking solutions including treasury management products, foreign exchange, interest rate derivatives and letters of credit.
• Mentor other team members including Portfolio Managers and Analysts.
• Travel to cities in the Eastern U.S. to source new business, visit existing clients, and attend industry conferences and events.

Qualifications

• 10+ years of banking experience with a minimum of 5 years of direct client relationship management experience, ideally with banking fund finance;
• Experience in dealing with a wide array of corporate clients and credit structures;
• Thorough knowledge of the banking and financial services industries;
• Ability to quickly build credibility, close deals and win relationships from competitors in order to generate incremental loan outstanding, fees, deposit balances;
• Understanding of private investment firm structures, including buyout, fund of funds, venture capital, senior debt and mezzanine debt;
• Experience in negotiating term sheets, structuring credits, and reviewing and negotiating legal documents in partnership with counsel;
• Demonstrated ability in high level effective communication and presentation skills, including the ability to effect desired results in the back-office and product areas of the bank;
• Ability to write clearly and concisely in both internal credit memos and client communications.
• Team player with a highly developed ability to work and communicate effectively with credit, and all levels of management throughout the organization.

Many of our job openings can be viewed at

Job Description

Company Description

Curinos empowers financial institutions to make better, faster and more profitable decisions through industry-leading proprietary data, technologies and insights. With decades-long expertise in the financial services industry and a relentless focus on the future, Curinos technology and analytics ecosystem allows clients to anticipate customer needs and optimize their go-to market decisions in an increasingly competitive market. 

Curinos operates under a hybrid modality . This individual may work from the New York, Boston, or Chicago offices.

The Relationship Manager will develop and maintain relationships with mid-level leaders within the assigned territory. Key responsibilities include:

• Support the Client Manager with account plans and opportunity strategies; execute assigned portions independently
• Strengthen and expand client relationships through regular engagement, discovery calls, and sales presentations
• Respond to client requests or escalate to the Client Manager as needed
• Contribute to RFP responses and participate in business review presentations
• Map organizational structures, identify key stakeholders, and leverage strategic alliances
• Identify and pursue mid- to senior-level growth opportunities in collaboration with the Client Manager
• Engage internal Curinos teams and Buying Centers to promote solutions and grow client wallet share
• Assist with escalations and risk management related to assigned accounts
• Manage complex, multi-product pipelines with disciplined CRM usage and accurate forecasting
• Drive structured execution of client initiatives and internal deliverables with minimal supervision
• Balance multiple client and internal priorities effectively, maintaining clear documentation and communication
• Use data insights to inform decisions and demonstrate client value
• Lead early renewal and upsell discussions, aligning client needs with growth opportunities
• Navigate stakeholder dynamics, including procurement, to accelerate sales cycles
• Conduct research to identify and validate stakeholders, uncover relationship gaps, and inform engagement plans
• Lead strategic contract renewals, pricing, and negotiations alongside the Client Manager
• Partner proactively with the Client Manager on client outreach, sales strategy, and executive meetings
• Communicate clearly and confidently across all levels, including executive presentations
• Influence internal and client teams without direct authority
• Collaborate effectively across departments and maintain a professional yet personable demeanor
• Embrace feedback, show emotional intelligence, and demonstrate adaptability in a dynamic environment
• Pursue continuous learning and mentor junior Relationship Managers'

• 3–5+ years of client-facing sales or account management experience in financial services
• Bachelor’s degree or equivalent education and experience
• Proven ability to build and deepen client relationships with a focus on client experience and value
• Strong problem-solving, communication, negotiation, and conflict resolution skills
• Skilled in CRM management, forecasting, and coaching junior team members
• Excellent organizational skills with the ability to prioritize effectively
• Experience leading renewal and upsell discussions with mid-to senior-level stakeholders
• Ability to influence and align cross-functional stakeholders
• Growth mindset with a commitment to personal and team development

A compensation package for this role will include a competitive Base Salary of $100,000 annually  paired with a lucrative commission structure that is designed to reward exceptional performance. The Total expected compensation range is $150,000+ . At Curinos, we’re committed to recognizing your efforts and dedication, offering a pathway for you to reach your goals while contributing to our team's shared success. If this range is not in line with your expectations but you feel your background is a match, please apply and we can discuss further in a quick introductory call!

Why work at Curinos?  

• Competitive benefits, including a range of Financial, Health and Lifestyle benefits to choose from 
• Flexible working options, including home working, flexible hours and part time options, depending on the role requirements – please ask! 
• Competitive annual leave, floating holidays, volunteering days and a day off for your birthday!
• Learning and development tools to assist with your career development
• Work with industry leading Subject Matter Experts and specialist products
• Regular social events and networking opportunities
• Collaborative, supportive culture, including an active DE&I program
• Employee Assistance Program which provides expert third-party advice on wellbeing, relationships, legal and financial matters, as well as access to counselling services 

Applying: 

We know that sometimes the 'perfect candidate' doesn't exist, and that people can be put off applying for a job if they don't meet all the requirements. If you're excited about working for us and have relevant skills or experience, please go ahead and apply. You could be just what we need! 

If you need any adjustments to support your application, such as information in alternative formats, special requirements to access our buildings or adjusted interview formats please contact us at and we’ll do everything we can to help. 

Inclusivity at Curinos:  

We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed.  As such, Curinos is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics.

Job Description

Location: Remote Option Available

CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental properties. The Relationship Manager will be responsible for sourcing new credit line and term loan customers via direct outbound efforts as well as through responding to inbound inquiries. Relationship Managers will work with other team members to support customers throughout the loan process, from initial inquiry to closing.

Essential Functions and Responsibilities

• Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors and other groups across the real estate community

• Attend and professionally represent CAF at conferences and industry events

• Proactively contact potential and existing customers through phone calls, email and in-person meetings

• Evaluate the merits and risks of potential credit line and term loan transactions

• Prepare term sheets and summary analysis of potential transactions

• Perform cashflow based underwriting for term loans as well as narratives/conclusions regarding the suitability of potential transactions

• Periodically produce brief and topical marketing blogs sponsored by CAF

• Meet or exceed quarterly/annual individual production targets

• Regularly log customer interaction in CAF’s Salesforce CRM platform

• Assist underwriting and other deal team members as needed

Minimum Requirements:

• Bachelor’s Degree

• Minimum 2 years of experience in one or more of the following areas: commercial banking, specialty finance, residential or commercial loan originations

• Hands-on approach with track record of driving results

• Exceptional interpersonal and relationship building skills

• Strong financial background with analytical and numerical proficiency

• Must be proficient in Excel, other Office products (or equivalent) and CRM platforms (ideally Salesforce)

• Ability to balance personal resourcefulness and individual drive in a team-based environment

• Ability to travel

A reasonable estimate of the base compensation range for this role is 75k + commission. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching.

At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Description

Description:

DGA Security is looking for an experienced Client Relationship Manager to join our Account Management team. If you are looking for a company that will offer you the extensive training required to make an impact on our business, please read on.

As a member of our Account Management Team, you will support our existing clients through best-in-class customer service. You will engage with a wide range of high-end/high-risk clients, that include luxury retail, property management, art galleries and hospitality. You will focus on delivering exceptional service, driving client satisfaction, and identify growth opportunities through consultative engagement.

Duties and Responsibilities

60% - Existing Client Sales

• Evaluate customer needs and collaborate with team members and management in order to identify proper solutions based on the portfolio of products and services.
• Collaborate cross-functionally with Sales and Operations teams to deliver tailored solutions and resolve client issues efficiently.
• Monitor account health and lead quarterly business reviews (QBRs) to demonstrate value and drive retention.
• Create follow-up tasks, generate proposals and administer all facets of the account and sales process utilizing Salesforce.com and alternate software for efficiency.
• Identify additional service opportunities, contributing to revenue growth and client success.

30% - Relationship Management

• Serve as the primary point of contact for enterprise accounts, ensuring consistent communication and proactive support.
• Propose and negotiate contract extensions, rate adjustments, and revised agreement terms to align with client needs and business objectives.
• Conduct site visits to client locations across New York city and surrounding metro area.
• Lead ongoing reviews of client processes and procedures to identify improvement opportunities and ensure operational efficiency.
• Complete system implementation for client relocations, including on-site surveys, solution design and coordination of set up and client locations.

10% - Escalations and Collections

• Act as an escalation resource for the Customer Care Team, addressing unresolved client challenges and ensuring timely, effective resolutions to maintain high satisfaction levels.
• Partner with the Finance Team to conduct account reviews for clients at risk of service suspension, balancing business objectives with client relationship considerations.

• Over 4 years of client-facing relationship management experience, with a background in sales and high-end customer service.
• Proven ability to negotiate effectively with clients both in person, telephone and virtual platforms ensuring mutually beneficial outcomes.
• Exceptional communication and interpersonal skills, paired with strong computer proficiency and meticulous attention to detail.
• Thrives in a fast-paced environment, demonstrating the ability to multitask, think quickly and adapt to evolving challenges throughout the workday.
• Experienced in engaging with a diverse range of clients, from individual business owners to senior corporate executives.
• Bachelor’s degree preferred.

What's In It for You

• Competitive compensation and excellent comprehensive benefits package
• Join a team of experienced, driven professionals who are passionate about what they do.
• Make meaningful contributions to our products and company vision, with clear visibility and opportunities for career advancement.
• Vibrant company culture that believes in working hard and celebrating together.
• Work from our conveniently located office in the heart of Hell’s Kitchen.
  
  

Benefits and Perks

• Comprehensive health insurance including medical, dental and vision coverage.
• 401(k) Retirement Savings Plan with Employer Match
• Exclusive Corporate Discounts
• Commuter Benefits
• Company Paid Life Insurance
• And much more!

About Our Company

DGA Security is a high-growth security technology company. Many of the world’s iconic brands trust DGA’s suite of security and monitoring services to protect their businesses, real estate and retail presences across North America. With over fifty years of market dominance, we are a rock-solid company that is lucky enough to leverage today’s evolving technologies to enjoy continued aggressive growth.

From the moment you walk into our beautiful offices, you get the right entrepreneurial vibe with all the excitement and benefits you would expect. However, DGA is serious about fostering a healthy work/life balance and time spent with the team will confirm that. Most importantly you will have the chance to surround yourself with some of the best and brightest people around.

DGA is an Equal Opportunity Employer. Here, we believe that embracing innovation is not just a core value, but a responsibility. We are committed to building an inclusive and diverse workplace where everyone, regardless of race, gender, age, disability, sexual orientation, religion, or any other characteristic, feels valued and supported. We provide equal opportunities to all applicants and employees and strive to foster a culture where differences are celebrated, and everyone's voice is heard. Your unique perspectives and experiences are what drive us forward.

Job Description

Whether you are Retired looking for extra earnings, a seasoned healthcare sales expert, or aspiring to break into the Medical Sales industry, Healthcare Marketing Group, LLC provides an excellent opportunity for you.

As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans.

Our Pharmacy Savings Card works like GoodRx and SingleCare. With savings of up to 80% off prescriptions, we provide the highest discounts in the industry!

We are now seekingPharmacy Relationship Managers in your area!*

What does a Pharmacy Relationship Manager do?

• Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions
• Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications
• Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers

Requirements

What you need to qualify:

• Pharmaceutical/medical sales experience is preferred but not required
• Sales skills with a proven track record
• Exceptional interpersonal skills (building strong relationships)
• Excellent verbal and written communication skills
• Ability to work independently to oversee accounts and increase revenue
• Reliable transportation (this position is partially remote and you will be visiting medical professionals in your area)

* We are currently hiring Pharmacy Relationship Managers in the San Antonio metropolitan area. Please only apply to one city ; your desired territories will be discussed during the interview.

Benefits

Training and compensation:

• We include comprehensive training and ongoing coaching
• Monthly Bonuses
• Great Commission!

Job Description

Company Description

Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world’s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,600 employees located across twelve offices.

You’ll be embedded in the day-to-day workflows of our clients, helping them leverage Third Bridge’s expert call and transcript services to make better, faster investment decisions. This role blends relationship building, commercial strategy, and deep curiosity for how Credit investors operate.

What You’ll Do

• Plan and lead virtual + in-person meetings with stakeholders ranging from Associate to Principals
   

• Create quarterly engagement plans: user targeting, sector priorities, feedback tracking
   

• Source 10 new projects per week by identifying opportunities aligned to client needs
   

• Collaborate with your Account & Project Managers to drive retention and revenue
   

• Learn the language, cadence, and decision-making of Credit investors

• Travel to meet clients across the US (up to 50%)

This is a high-energy, high-impact role within our top-performing team, working with some of the most prominent Credit investors. You’ll receive structured coaching and support to help you hit and exceed your targets.

Who You Are

• Curious about markets, fixed income, and how investment teams actually work
   

• Comfortable speaking to analysts and senior PMs alike
   

• Ready to own a strategic client book with support from an established team
   

• Highly organized, commercially driven, and persistent in follow-up
   

• Energized by travel, meetings, and juggling multiple stakeholders

• Relentless in engaging your clients via phone, email, and in-person meetings

What Success Looks Like

• You consistently and creatively engage your top accounts with planned in-person touchpoints, phone calls, and emails
   

• You drive revenue and user activation through expert recommendations and outreach

• You hit call sourcing targets and push feedback collection ahead of renewal
   

• You contribute meaningfully to account planning and expansion strategy
   

• You show strong product knowledge and client understanding within 90 days

• You immerse yourself in the Credit market, tracking CLOs, BDCs, leveraged loans, and bonds, to stay relevant to your clients’ day-to-day research workflows
   

We truly care about our people so in return for your work, you’ll get:

• Salary: $65,000-75,000 basic dependent on experience + get rewarded for your success with our commission scheme.
• Vacation: 15 days (which increases to 20 days after 2 years of service) plus US Holidays
• Learning: personal development allowance of $1,150 per year.
• Health and wellbeing: a variety of insurance plans, including health coverage by Empire Blue Cross Blue Shield.
• Medical Insurance, Dental insurance and Vision plan, plus a personal HSA (Health Saving Account) and Medical FSA (Flexible Spending Account). And also a variety of health and wellbeing events to focus on mental health.
• Future and family: 401K matching up to 5% of your base salary, life insurance, a long-term disability policy dependent care FSA and pet insurance.
• Flexibility: work from anywhere for one month per year, 2 annual volunteer days, 2 personal days when life throws you a curveball and 'Summer Fridays'
• Rewards: get points through our colleague-to-colleague recognition programme to spend on hotels, gift cards, donations to charity and more.
• Social: weekly optional social gatherings, daily breakfast and snacks, social events - ESG: CSR, Environment and Diversity & Inclusion (including Women at Third Bridge, Pride and Blkbridge)
• Frontline Innovation: your chance to share your ideas for improvement through Hackathons and other events

The successful candidate must, by the start of the employment, have permission to work in the country they are applying. 

We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway and we will be happy to consider your application.  

Job Description

Whether you are Retired looking for extra earnings, a seasoned healthcare sales expert, or aspiring to break into the Medical Sales industry, Healthcare Marketing Group, LLC provides an excellent opportunity for you.

As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans.

Our Pharmacy Savings Card works like GoodRx and SingleCare. With savings of up to 80% off prescriptions, we provide the highest discounts in the industry!

We are now seekingPharmacy Relationship Managers in your area!*

What does a Pharmacy Relationship Manager do?

• Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions
• Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications
• Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers

Requirements

What you need to qualify:

• Pharmaceutical/medical sales experience is preferred but not required
• Sales skills with a proven track record
• Exceptional interpersonal skills (building strong relationships)
• Excellent verbal and written communication skills
• Ability to work independently to oversee accounts and increase revenue
• Reliable transportation (this position is partially remote and you will be visiting medical professionals in your area)

* We are currently hiring Pharmacy Relationship Managers in the San Antonio metropolitan area. Please only apply to one city ; your desired territories will be discussed during the interview.

Benefits

Training and compensation:

• We include comprehensive training and ongoing coaching
• Monthly Bonuses
• Great Commission!