43 relationship manager jobs found in Philadelphia

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose The Senior Relationship Manager (“RM”) is responsible for managing a portfolio of Middle Market clients, e.g., companies with annual sales typically between $20-250MM+ and total exposures of $10-80MM+.  The incumbent will retain and expand existing Middle Market relationships, as well as sourcing new commercial relationships via systematic...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Senior Asset Recovery Relationship Manager (ARRM) will assume the responsibility for the collections/restructuring and relationship management of problem CRE and C&I loans with exposure up to or over $10,000,000 (Level I: up to $1 million; II: up to $5 million; III: up to $10 million; IV: over $10 million ) within the real...

The Client Advocate (CA) is responsible for managing, growing, and retaining a book of complex client relationships.  The Client Advocate role has a strong connection to the client’s business and a fundamental understanding of its industry. The Client Advocate contributes to and generates new opportunities with prospects by developing and closing on expanded business services, products and solutions with existing clients. Client Advocates assist in responding to RFPs, oral presentation and help make the pitch. Participation in RFPs may be required on some accounts. As a Client Advocate you should be comfortable with developing innovative solutions The Client Advocate will be responsible for Specialty Accounts on a National basis. It is expected that the Client Advocate have relationships with Insurers and may be asked to assist with the placement of accounts. The Client Advocate will be required to work with the Head of Client Advocacy on training needs, KPIs, turnaround time,...

Company: Marsh McLennan Agency Description: Graham Company, a division of Marsh & McLennan Agency, is an insurance brokerage and consulting firm   committed to creating a healthy, safe, and prosperous tomorrow. We value   empathy, discipline, integrity, courage, and tenacity   - and we are seeking an experienced Sales Professional who shares these values to join our team. The Sales Executive's primary responsibility is to find, engage and develop relationships with prospective clients and retain quality customers for the Graham division of Marsh & McLennan Agency. In addition, Sales Executives work closely with Account Managers, Consultants, and the service team on the renewal of existing accounts. JOB FUNCTIONS & RESPONSIBILITIES: Develop Quality Accounts: A Sales Executive identifies and engages with prospective clients that align with Graham's client profile and revenue criteria. Sales Executives are responsible for producing minimum annual...

Job Responsibilities and Requirements The New Business Annuities Specialist is responsible for the review and processing of new annuity applications.  This role is responsible for reviewing incoming applications for completeness of internal forms requirements and statutory and regulatory completeness and compliance. The Specialist will report to the Manager of New Business and act as a liaison between various departments. New Business Annuity Specialists will have frequent interactions with internal and external customers. Processing Process applications and corresponding paperwork and document any outstanding requirements. Apply premium and issue contracts. Independently conduct initial review and make judgment & decisions that fall within prescribed policies and limits Primary owner for resolving any open issues for a submitted application from the time the case is submitted to the point the case is issued Process a variety of tasks and high volumes of work...

As a Health and Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the client organization. You will be responsible for managing a wide array of projects, leveraging your experience to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to generate business by participating in new business activities and expanding existing client engagements.  You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as the pivotal point of contact on all projects and working alongside industry experts on cutting edge solutions. The Role Lead the design/management of group medical, dental, wellbeing, disability and time off plans for clients. Responsibilities include: Serving as lead project manager for clients; materially contributing to project plan...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Business Banking Sales Manager is responsible for leading a team of Business Bankers in the Philadelphia, Bucks County, and New Jersey region. Business Banking serves relationships up to $3MM in exposure and $10MM in Revenue. This key leadership role will drive team and individual loan production and maximize fee income while...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:   This position will be responsible for two key activities within a territory - coaching/leading advisors and advisor teams and recruiting advisors and advisor teams. Advisor teams include senior advisors, associate advisors, RSMR's, sales assistants/coordinators.  Advisor managers will be responsible for the revenue/sales goals and recruiting goals of the territory....

About Auris   Auris is   the payroll and HR partner built for small and medium-sized   b usiness   who   c an’t   afford to get it wrong. Trusted by over 50,000   b usiness   nationwide, Auris pairs easy-to-use t echnology with   real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business.   Acquir ed   by Ac risure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.     Job Summary   Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to   ultimately close   deals within a fast sales cycle. As a Field Sales Representative   you   will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities...

At AIG, we are reimagining the way we help customers to manage risk. Join us as an Underwriter II, Retail Property to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Retail Property Underwriting in Philadelphia, PA AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague – empowering our people to grow as insurance professionals and add more value to our customers and AIG. How you will create an impact Reporting to the Zonal Underwriting Manager or Underwriting Manager, this role analyzes and evaluates risk and accepts, rejects, or...

Job Description NewLane Finance (www.newlanefinance.com) is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization. Summary: By administering NewLane Finance’s accounts and coordinating with the development teams, the Business Development Account Manager (BDAM) plays a significant role in driving the business. Senior Management relies heavily on BDAM’s since their proper use of discretion and independent judgment concerning the...

Job Description NewLane Finance (www.newlanefinance.com) is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization. Summary: By administering NewLane Finance’s accounts and coordinating with the development teams, the Business Development Account Manager (BDAM) plays a significant role in driving the business. Senior Management relies heavily on BDAM’s since their proper use of discretion and independent judgment concerning the...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Program Manager to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. The Program Manager reports directly to the Vice President - Programs Team Leader.  As a highly motivated, results-oriented problem solver who exemplifies a willingness to be flexible, learn on the job, and maintain a “can do” attitude you will be responsible for the underwriting, marketing and portfolio management of each assigned Program.  You will have a unique opportunity to experience various industries and classes of business across a very diverse programs portfolio. Not only will you gain multi-faceted experience in terms of package line of business (not just Property or just Casualty), you will also get multi-functional experience – in addition to underwriting, you will gain knowledge and have the opportunity to lead in other functional...

You will be responsible for managing Tier 2 Collections Analysts and supporting Tier 1 Collections Analysts including identifying the portfolio of assigned accounts, providing coaching and mentoring, and supporting or directly managing the escalations process. You will also be collaborating with global teams to develop processes and procedures, and to resolve issues.   The Tier 2 Collections Lead is accountable for determining and meeting financial targets and supporting the customer relationship.  In addition to achieving performance results, the Tier 2 Collections Lead will continuously work with stakeholders to find ways to operate more efficiently and effectively.   The Role   You will be responsible for managing Tier 2 Collections Analysts and supporting Tier 1 Collections Analysts including identifying the portfolio of assigned accounts, providing coaching and mentoring, and supporting or directly managing the escalations process.  You will also be collaborating with...

Company Description WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at  wtwco.com . Position Overview: The Real Estate Surety Sales Professional is responsible for developing and managing relationships with clients in the real estate sector, providing them with WTW’s proprietary surety bond solutions to support their financing needs. This role involves a combination of sales, client management, and technical expertise in real estate...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. Job Title:  Director, Quality Engineering Location:  New York, NY / Philadelphia, PA / Atlanta, GA Department:  Starr Technology Group Overview: The Director, Quality Engineering plays a critical leadership role responsible for operationalizing and scaling Starr’s Quality Engineering (QE) strategy. This leadership position is tasked with leading the execution of QE methodologies, managing QE teams, and driving the maturity of automated and manual...

Job Description Monday - Friday 8 AM – 6 PM, Saturday 9 AM – 1 PM  Location: This role will travel in Philadelphia County, PA within our Midtown, Northern Liberties, and Aramingo Branches. WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand, and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling efforts. This role will be responsible for opening new accounts and submitting loan applications. The incumbent will comply with Bank policies and procedures, as well as regulatory banking requirements. Personal Bankers will resolve customer service issues and perform account maintenance requests for customers as needed, while also recommending and promoting the Bank’s digital banking services. Additionally, this role will assist Customers with...

The Account Manager will serve as a trusted advisor to small business clients, providing consultative guidance and best in class service. The role will require working directly with our specialty practices as well as producers in a high-volume environment. The role will serve as a mentor to Assistant Account Managers. Your Impact Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations Leveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of small, commercial clients Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordingly Participating in the retention of renewal business. Interacting with producers to prepare...

Company: Mercer Description: We are seeking a highly skilled and motivated professional to join our Career Products team at Mercer, a Marsh business . This role will be based in Philadelphia and offers a hybrid work arrangement, requiring a minimum of three days per week in the office. As a Sales Associate , you will play a pivotal role in driving the expansion of our Total Rewards Products and Services by supporting the acquisition and development of new mid-market clients within a designated territory. The ideal candidate is proactive, results-oriented, and adept at prospecting, cultivating sales opportunities, and collaborating closely with sales professionals to deliver comprehensive workforce solutions. We will count on you to: Prospect and generate new client leads through targeted email campaigns, phone outreach, and in-person visits Manage and develop self-generated sales opportunities as well as leads provided by Sales Professionals and Lead...

The Role   Operational Leadership Lead the Regional HR Services team and oversee end-to-end service delivery in line with the HR Service Catalogue, across Tier 0/1/2 and defined service levels. Partner closely with HR Services Delivery teams to provide a seamless, high quality colleague experience across all hire to retire processes Ensure accurate, timely employee lifecycle administration and maintain high quality HR data across all systems.  HR Advisory & Case Management Lead and guide the Regional HR Services team in delivering expert HR advisory support for Tier 2 processes, ensuring the team effectively manages complex or sensitive cases and escalations. Resolve issues by collaborating with Global Process Owners, HR Partners, and Delivery teams, ensuring root cause analysis and corrective actions. Operational Excellence & Continuous Improvement Monitor service performance, identify improvement opportunities, and drive continuous...