11,126 Relationship Management jobs in the United States

• Deliver high-level customer service in a team-oriented environment; continuously working to create better client experience
• Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc. related to client service, client meetings, and client reviews; deliver the results to clients and/or briefing the senior advisor(s) for delivery
• Responsible for collecting information for financial planning projects and entering information into WealthView/E-Money financial planning software; advise senior advisor on the planning results/output
• Prepare for client meetings (solo or with senior advisors) by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients
• Implement changes, adjustments, rebalancing, recommendations, transitions, etc. of client portfolios with CAPTRUST's research and trading teams
• Serve as a liaison for the team with other CAPTRUST departments and maintaining rapport with such to ensure high levels of communication, professionalism, and working team environment

• 5+ years of professional experience in wealth management or relationship management
• Certified Financial Planner (CFP®) designation, CFP® track, or desire to obtain
• Strong proficiency utilizing Microsoft Office products
• Four-year college degree in business, preferably with an emphasis in Finance or Accounting

• Ability to review, research, interpret, and discuss investment, financial, macroeconomic and security specific data with Senior Advisors and clients
• Excellent communication and presentation skills, ability to communicate information to a financially sophisticated audience
• Experience with Registered Investment Advisors
• Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneously
• Ability to delegate tasks and projects to others within the organization, to follow up as appropriate, and to work in a team environment
• Aspirations to engage in client prospecting to contribute to growth and expansion of the client base

• Employee ownership opportunities
• Brick Bonus success sharing program
• Comprehensive health coverage + Personify Health wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues
• Salary Range: $84,000 - $102,000 with experience & credentials

• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity

Opportunity Overview sitemap_outline CORPORATE TITLE Analyst language OFFICE LOCATION(S) Bengaluru assignment JOB FUNCTION Client Relationship Management account_balance DIVISION Asset & Wealth Management YOUR IMPACT Are you a dynamic, quick-thinking self-starter with a passion for the financial markets, exceptional interpersonal skills and an interest in client services? We are looking for a professional with strong communication skills who has the ability to thrive in a dynamic environment and successfully retain and expand existing relationships by delivering superior client service. The Client Experience Manager will support a diverse set of investment products - equities, fixed income, and alternatives - through various distribution vehicles in a fast-paced environment. OUR IMPACT Goldman Sachs Asset Management is one of the world’s leading investment managers and provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. We help our clients navigate today’s dynamic markets and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the world’s leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices. The Client Coverage Group (CCG) within Asset Management is dedicated to retaining, expanding and supporting existing client relationshipsby ensuring exceptional client service, operational support, and risk management. This involves partnering closely with the sales team, keeping them abreast of recent interactions with clients, and collaborating with business and operations teams to address clientqueries.The India CCG team will support the global CCG team in delivering these outcomes. HOW YOU WILL FULFILL YOUR POTENTIAL Contribute to a broad platform that serves as the client’s main point of contact for a diverse set of functional areas, including Portfolio Management, Trading, Operations, Legal, and Compliance Provide a superior level of service across all aspects of client experience, including management of client inquiries, ad hoc issue resolution, and enabling customized and standardized report delivery Help coordinate life-cycle events of client accounts, including implementation of new business, account restructures/terminations, and impact from regulatory changes. Requires managing tasks across various teams including Strategic Client Services, Client Implementation, Portfolio Management, Trading, Operations, Controllers, Risk Management, Legal, Compliance, and Accounting/Billing Work on special projects that build out the service model and infrastructure to create scale and efficiencies within the CCG organization Manage client deliverables including reporting requirements (performance and operational reporting, commentaries) and other service needs as identified by the client Navigate the organization internally and collaborate across teams including business and operations to resolve client queries in a timely fashion Respond to information requests from clients including information questionnaires, audit requests, and ad-hoc and recurring client inquiries Develop a strong awareness of client interests and investment trends coupled with the intellectual curiosity to explore and research those areas to best deliver the resources of the firm to our clients BASIC QUALIFICATIONS Bachelor’s degree, preferably in business or finance-related studies 2+ years of work experience at an asset management firm / other financial services organization Strong project management and problem solving skills including an ability to organize and track multiple threads of activity to deliver on tight timelines and a hands-on approach to resolving issues, in partnership with other teams Strong interpersonal skills including an ability to build trust and confidence of colleagues across different regions, strengthen relationships through ongoing dialogue, and collaborate well with others internally to meet client needs Basic knowledge of the asset management business, financial markets and investment funds or separately managed accounts An understanding of portfolio construction, risk management or accounting principles would be beneficial Highly organized with exceptional attention to detail, time management skills and excellent follow-through Strong written and oral communication skills Motivated and proactive self-starter with strong work ethic Proficient in Microsoft Excel, Power Point and Word and exposure to business intelligence tools PREFERRED QUALIFICATIONS Financial services industry experience ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. Goldman Sachs is an equal employment/affirmative action employer. Healthcare & Medical Insurance We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance. We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year. Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities. Health Services We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices. Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount). Child Care & Family Care We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available. Benefits at Goldman Sachs Read more about the full suite of class-leading benefits our firm has to offer. #J-18808-Ljbffr

Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our Wealth Management Professionals support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service expertise are essential to maintaining and enhancing our business. YOU MUST BE FLUENT IN ENGLISH AND PORTUGUESE FOR THIS ROLE. OUR IMPACT Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Wealth Management Professionals work directly with our clients to provide exceptional client service, operational support and risk management. They serve as a primary point of contact for clients, and are responsible for the operational management and oversight of the client experience. Some of the main responsibilities are managing the onboarding of client relationships, ensuring we are meeting our client's investment objectives, managing fraud risk, trade execution, liquidity management and ongoing relationship management. HOW YOU WILL FULFILL YOUR POTENTIAL Leverage your interpersonal skills to contribute to a growing business Act as key relationship manager for ultra-high net worth clients Work closely with Private Wealth Advisors andteammates to service our clients Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts Introduce new and existing clients to the firm's offerings including but not limited to client reporting, digital capabilities and banking services Identify opportunities for wealth advisory services for clients Understand client suitability and risk tolerance Help to identify and prevent fraudulent activitiesby leveraging your deep understanding of our clients and their behaviors Work with our middle and back office colleagues to ensure an exceptional client experience Execute, process and reconcile trading and other investment related transactions Lead or participate in divisional efforts to improve efficiencies within PWM business Participate in local training and recruiting Serve as a coach/mentor for less tenured teammates WHERE WILL YOU MAKE AN IMPACT Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach. SKILLS & EXPERIENCE WE'RE LOOKING FOR Bachelor's Degree Required 2-4 years of preferred experience inclient serviceand/or the financial industry Ability to work in a fast-paced environment and think clearly under pressure Strong interest in client service Self-motivated and able to work in an autonomous, yet collaborative environment Strong verbal and written communication skills, as well as strong organizational and interpersonal skills Commitment to excellence and a high level of integrity Interest in Financial Services Industry SIE, Series 7 and 63 required (must be obtained within three months of employment) ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law. #J-18808-Ljbffr

LeadStack Inc. is an award-winning, one of the nation's fastest-growing, certified minority-owned (MBE) staffing services provider of contingent workforce. As a recognized industry leader in contingent workforce solutions and Certified as a Great Place to Work, we're proud to partner with some of the most admired Fortune 500 brands in the world. Job Title: Vendor Relationship Management Analyst Duration: 6 month W2 contract with possible extensions to 18-24 months Pay Rate: $30-35/hr Location: Canonsburg, PA (Pittsburg Metro Area) Job Description: Responsibilities in performing vendor due diligence and ongoing monitoring include but are not limited to: Ensure/support enterprise-wide needs for due diligence, risk assessment and continuous vendor monitoring are being accomplished, defined by the Vendor Management Program. Gather relevant business, process, and system information; validate risks and controls; prepare accurate, complete, clear, and timely risk assessment supporting evidence that reflects an ability to identify risks and independently assess the design and operating effectiveness of internal controls present for the services offered. Execute due diligence procedures, perform quality analysis, obtain sufficient due diligence evidence, and conclude on the adequacy and effectiveness of the system of internal controls for assigned Third Party Provider/Vendor; Confirm third party provider/vendor has sufficient governance control to ensure compliance with applicable laws, regulations, policies, and procedures; and evaluate the reasonableness of the third party provider/vendor's financial data. Properly complete data entry to ensure goals and metrics for measuring and managing vendor risks are reported and escalated as defined by the Vendor Management Program. Communicate and collaborate effectively with business unit management and the VRM team. Communicate in a professional, clear, and concise manner (both written and in-person) and effectively listen to others. Complete assigned tasks within budget and on time while minimizing the amount of non-work-related activities during work hours. Cooperate with and assist, when requested, internal and external auditors. Develop skills in the use of VRM guidelines, procedures, database and other data systems relevant to the job. Perform additional responsibilities as necessary. Qualifications: Required Minimum Years of Experience: 1-3 years Ability to work within a fast-paced, deadline-oriented environment with minimal supervision; must be well organized with a high attention to detail and accuracy. Must have strong organization skills and attention to detail. Ability to process information efficiently and produce a high-quality work product quickly in a fast-paced environment. Ability to read and comprehend instructions, policies, and procedures. Experience on Salesforce development involving Apex classes, Apex triggers, and SOQL queries with deep understanding and hands-on experience on Salesforce limits and test class coverage. Lightning web and aura components. Experience on Salesforce CPQ package configuration and customizations around it. Experience in configuring Salesforce automation with Platform event and Flows. Intensive hands-on experience in Salesforce security model. Experience in development of web services and enterprise application integrations with Salesforce. Experience in code versioning and deployment tools such as VSCode, Salesforce CLI, Git, Ant. Demonstrated ability to thrive in a team environment that operates under the self-organizing principles of Agile. Understanding of, and the ability to put into practice, development, and quality standards for software development. Solid analytical and problem-solving skills. Excellent communication skills, able to present ideas and recommendations. Experience in building large-scale commercial applications in the high-tech industry. Experience with global environments and working across many teams and cultures. Willing to learn and apply new skills, processes, and technologies. #J-18808-Ljbffr

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let's talk about how you can find your place here at Stifel, where success meets success.

The Product & Relationship Management Associate is responsible for assisting with the daily platform management of Exchange Traded Products (ETPs) and Mutual Funds/529 Plans, which includes initial evaluation of products for acceptability, viability, and risk as utilized by Stifel Financial Advisors with their clients subject to review by senior members of the Product Management team. The position will also be responsible for conducting product comparisons, monitoring asset flow, and industry trends. The Associate I must continually develop an in-depth knowledge of investment products. This position works closely with other key members of the firm, including the Product Management and Product Advice teams, Relationship Management, Traditional Products Research Group, Alternative Investments, Advisory Marketing, Product Control and Oversight, Compliance, Legal, Program Management, and Operations along with Mutual Fund Operations.

Performs initial on-boarding and ongoing review of ETPs, Mutual Funds, and 529 Savings Plans products to determine suitability for Stifel's Financial Advisor and client use subject to review by senior members of the Product Management team. Review for suitability, complexity, and potential negative effects to clients and the firm. Documents process via on-boarding due diligence reports. Updates internal models, portal page, and internal and external materials. Performs analysis on product platforms using internal and external tools including Morningstar Advisor Workstation, Morningstar Direct, and resources from product partners. Works with Product Advice team and Operations to fulfill Financial Advisor's requests related to products. Develops and continually enhances knowledge of investment products and Stifel's various business areas. Delivers outstanding service to Financial Advisors to create an enhanced client experience. Special projects as assigned by the manager or senior members of the Product Management team to support department initiatives.

Excellent time management and critical thinking skills Ability to integrate well into a team environment Strong written and oral communication skills Flexibility to keep up in a fast-paced, dynamic work environment Self-accountability

Minimum Required: B.S. or B.A. in Finance, Business Administration or related field Minimum Required: 0-1 years of professional business experience or an internship in a related Financial Services area

Proficient in Microsoft Excel, Word, PowerPoint, Outlook SQL Proficiency is highly favorable

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.

Job Type

Full-time

Description

As an Engage Fi employee, you can expect:

• To work with an amazing and collaborative team
• To create and innovate in your role and see the impact you make on the business and client experience
• To be a part of an award-winning team - Inc. 500 (2018), Inc. 5000 (2019, 2021, 2022, 2024), Tampa Bay Business Journal Fast 50 (2021, 2023, 2024), Great Place to Work (2023, 2024)
• All employees to cultivate and encourage new ideas and thrive on a fun and productive work environment
• To join a highly engaged workforce that supports personal and professional growth, empowerment, and lives by servant leadership

• Competitive pay, incentive programs, 401k matching
• Unlimited time off plus 11 paid holidays
• Medical, dental, and vision health plans with FSA or HSA options
• Opportunities to volunteer and give back to the communities we serve
• Paid remote work expenses
• Career development, trainings, continuous learning, and employee recognition
• Team engagement events and activities
• Culture of growth and continuous improvement
• A great place to work!

• Visits clients onsite and actively participates in executive and strategic planning meetings.
• Serves as a trusted advisor to FI clients, supporting their long-term strategy and maximizing the value of Engage fi's services.
• Maintains strong executive-level relationships across all asset tiers of financial institutions.
• Develops new business through deepening existing client relationships by identifying unmet needs and expanding service offerings, with a focus on attaining cross-sale goals
• Understands and anticipates client needs, aligning Engage fi's consulting and product offerings with their strategic priorities.
• Facilitates creative problem-solving sessions with client leadership across lines of business.
• Presents complex solutions and recommendations to senior executives with clarity and confidence.
• Supports client retention through exceptional relationship management and proactive engagement.
• Maintains detailed client records and engagement history using internal CRM systems.
• Attends industry events and conferences to stay informed of trends impacting clients and to support relationship-building efforts.
• Partners with internal teams including marketing, consulting, and sales operations to ensure a seamless client experience.

• Client-Centric Relationship Management - Demonstrated ability to build and sustain trusted partnerships with FI clients.
• Strategic Communication - Excellent executive presence and communication skills, capable of engaging with C-suite leaders.
• Problem Solving & Consultative Selling - Ability to identify client challenges and recommend tailored, strategic solutions.
• Presentation Skills - Confident and compelling presenter with the ability to influence senior stakeholders.
• Negotiation - Skilled at brokering complex deals and securing win-win outcomes.
• Sales Aptitude - successfully drive strategic sales opportunities from discovery to close.
• Self-Driven - Highly motivated and organized with a proactive approach to managing time and responsibilities.
• Collaboration - Strong internal and external collaboration skills; able to work cross-functionally with diverse teams.
• Adaptability - Flexible and responsive to evolving client needs and business dynamics.
• CRM Proficiency - Proficient in using CRM and sales tracking tools to document and manage client relationships.
• Technology Fluency - Skilled in Microsoft Office; experience with project management and presentation software preferred.

• Bachelor's Degree in Business, Communications, Marketing or related field.
• 10+ years of experience in the financial services industry, with preference for experience in relationship management, strategic consulting, or sales related to credit/debit card processing, core processing, electronic banking, bill pay, or mobile banking.
• Strong understanding of FI vendor landscape including credit/debit card processing, core systems, and digital banking platforms.

• Prolonged periods of sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds at times

• Full Time/ 40 hours per week

• Remote
• 50% Travel required

• Maintain a strong and trusting relationship with clients to ensure a superior customer service is provided.
• Ensure client satisfaction through periodic client meetings and discussions covering service levels, plan utilization, product offerings and plan design.
• Manages request for proposal (RFP) and request for information (RFI) processes for existing clients.
• Coordinates all transition activities with client, selected vendor, and other staff to assure a smooth and efficient transition for newly acquired clients.
• In coordination with clients, develops annual communication and education plans to achieve overall retirement plan goals of participation and retirement readiness.
• Ensure clients have necessary, efficient and effective administrative procedures.
• Updates clients about legal and regulatory changes relating to retirement programs and coordinates all activity related to incorporating these changes into the client's program.
• Directly and/or in partnership with TruePlan consultants, work directly with client's attorney and our legal resources to gather necessary information to fully understand and communicate the client's compliance requirements.
• Educates senior management on plan design, operation, and overall plan effectiveness in meeting organizational goals.
• Prepares and conducts formal periodic plan review meetings with appropriate committee or other personnel as determined by the client to ensure appropriate compliance, oversight and governance requirements are met.
• Resolves administrative problems arising between and among participants and/or vendors.
• Assist in individual employee enrollment activity, when necessary.
• Assists in sales presentations with sales & marketing team, as necessary.
• Attends various outside training activities to assure knowledge of the retirement plan industry trends and regulatory changes are current.
• Reviews and is familiar with the firm's compliance manuals and complies with all required procedures.
• Maintains licenses in a current and proper status through continuing education training courses, seminars, and conferences, as scheduled, to meet FINRA, SEC, and NYS Insurance Department requirements.
• Engages clients in discussions on their business needs and related activity in order to determine if other TruePlan products and services may be appropriate and then make proper referrals to TruePlan sales staff.

• Associate's degree plus three to five years of related experience required (bachelor's degree preferred). Seven years of related product or client experience may substitute for education requirement. An equivalent combination of education and experience sufficient to satisfactorily perform the duties of the job may be substituted.
• New York State Life, Accident and Health license and FINRA 6, 63 & 65 required or obtained within a reasonable amount of time (6 months) post hire.
• Must have the ability and confidence to present, work, and build relationships with senior level staff and be able to provide consultative value to clients from a global and strategic perspective.
• Must have working knowledge of and remain current in regulations governing various types of retirement plans, including, but not limited to, 403(b), 401(k), and non-qualified plans.
• Must be proficient in Microsoft Office (Outlook, Word, Excel and PowerPoint).
• Must be a self-starter who is motivated, enthusiastic, and has exceptional human relations and long-term relationship building skills.
• Must possess excellent communication skills and be comfortable presenting to Boards of Directors and C-suite individuals.
• Must possess excellent attention to detail, project management and organizational skills.
• Must be able to prioritize duties and act independently.
• Travel within assigned territory to meet clients, typically several times per month.