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Philadelphia relationship manager

44 relationship manager jobs found in Philadelphia

Reliance Matrix
05/05/2026  
Relationship Manager - Financial Institutions
Job Responsibilities and Requirements The Relationship Manager, Bank & Broker‑Dealer Annuity Distribution supports the firm’s annuity business by serving as a primary relationship and execution partner to bank and broker‑dealer distributors and the internal teams that support them. This role focuses on Fixed Indexed Annuities (FIA) and MYGA products, ensuring distributor needs are met through strong operational coordination, communication, and issue resolution. The Relationship Manager works closely with internal wholesalers, hybrid wholesalers, national account managers, operations, technology, and compliance to deliver a consistent, high-quality distributor and advisor experience while enabling scalable, compliant growth within institutional distribution environments. Bank & Broker‑Dealer Relationship Support Support assigned bank and broker-dealer distributors by managing day-to-day relationship execution and follow-through Develop a strong...
Reliance Matrix Philadelphia, PA Full Time
WSFS Bank
02/23/2026  
Senior Relationship Manager - Middle Market Banking
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...
WSFS Bank Philadelphia, PA Full Time
WSFS Bank
01/30/2026  
Senior Asset Recovery Relationship Manager
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...
WSFS Bank Philadelphia, PA Full Time
Reliance Matrix
05/29/2026  
Project Manager Lead IS
Job Responsibilities and Requirements The IS Project Manager Lead role comprises managing medium to large scale strategic IT projects as part of a multi-year IT transformation program aligned to organizational goals and strategy. The role encompasses understanding the Agile processes, partnering with Product Owner, and business leadership/project teams. It requires working with vendors/clients and keeping the team focused by shielding/managing distractions to help deliver quality projects on-time and on budget. This role will support the organization’s goals by bringing positive change, suggesting innovative, practical solutions to problems, and managing projects across domains (technical/business). Key Responsibilities Provide support to project team by managing project scheduling, RAID management, change management, and status reporting Project duties include requirements gathering, guiding internal customers through the project life cycle, and supporting go-live...
Reliance Matrix Philadelphia, PA Full Time
Reliance Matrix
05/05/2026  
Account Manager - IMO
Job Responsibilities and Requirements The Account Manager, Annuities Distribution, is responsible for managing and growing relationships with assigned Independent Marketing Organizations (IMOs) that distribute fixed, indexed, and variable annuity products. This role serves as the primary liaison between the firm and its IMO partners, ensuring strong engagement, effective issue resolution, and execution of annuity-focused sales and growth initiatives. The Account Manager partners closely with internal wholesaling, product, operations, and compliance teams to drive profitable annuity growth while supporting a high-quality producer experience. IMO & Annuity Partner Management Manage day-to-day relationships with assigned IMOs and key principals focused on annuity distribution Develop deep understanding of each IMO’s annuity strategy, producer mix, and sales focus (e.g., FIA, MYGA, Other products) Build trusted, consultative relationships that position the firm as a...
Reliance Matrix Philadelphia, PA Full Time
OneAmerica Financial
04/28/2026  
Employee Benefits Sales Representative - Philadelphia
At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship.  We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together.  Come be a part of this journey with us as we champion lives! Job Summary Produce within the assigned territory and achieve satisfactory sales results and submissions of OneAmerica/AUL products. Meet renewal objectives as established by the home office. Provide acceptable levels of service to producers and clients. Assist the Regional Vice President in the development and implementation of the RGO marketing plan. Operate within the RGO budget. Conduct sales and product seminars as necessary. Attend regularly scheduled manager one on ones and office meetings to help identify patterns, areas for improvement, and...
OneAmerica Financial Philadelphia, PA Full Time
AIG
04/08/2026  
Commercial Insurance Program Manager
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. Make your mark in Programs With over 50 years in the Programs space, AIG Programs is an industry leader in the U.S. Program business. We focus on developing strategic solutions designed to make Program Administrators’ lives easier. By leveraging our breadth of offerings and dedicated Underwriting, Claims and Loss Control teams, we offer exceptional service and solutions. We serve niche markets on both an admitted and non-admitted basis, through market leading infrastructure and underwriting expertise. How you will create an impact A Program Manager is highly motivated, results oriented problem solver who exemplifies a willingness to be flexible, learn on the job and maintain a “can do” attitude.  Program Manager is responsible for the...
AIG Philadelphia, PA Full Time
WTW
03/03/2026  
Director - Health & Benefits Consulting
As a Director- Health and Benefits Consulting, 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...
WTW Philadelphia, PA Full Time
WSFS Bank
10/29/2025  
Business Development Account Manager
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...
WSFS Bank Philadelphia, PA Full Time
AIG
03/25/2025  
Program Manager
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...
AIG Philadelphia, PA Full Time
Voya Financial
05/29/2026  
Senior Regional Director - Intermediary
Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...
Voya Financial Philadelphia, PA Full Time
AIG
05/28/2026  
Field Risk Engineer
Why Join Risk Consulting at AIG?   Risk Consulting at AIG is about teamwork! It is about utilizing your resources, working together to solve real world problems, and making a positive impact on our client’s futures. When asked, “why do we enjoy what we do?” The answer is simple, the people.   The role of a Field Risk Engineer is core to what we do at AIG, both as a risk management resource to our clients and as a leading global insurance organization. Field Risk Engineers are responsible for working with clients to identify and mitigate risks to their business such as fire, flood, windstorm, equipment breakdown etc.  A Day in the Life   Looking for variety and a challenge? Property loss prevention surveys range in size and scope. One day you may be looking at a metal working facility, the next, a university campus. The key to success isn’t about being the expert in every occupancy, it’s about building trust and cross-functional relationships with stakeholders through...
AIG Philadelphia, PA Full Time
PLM - Pennsylvania Lumbermens Mutual Insurance Company
05/27/2026  
IT Business Analyst
   IT Business Analyst  As a liaison between our Business Departments and IT, the primary role of the Business Analyst is to help solve business operational problems and realize opportunities by creating formal business and functional requirements to deliver systems-based solutions. The Business Analyst supports IT development and testing, facilitates or performs user acceptance testing, and delivers training on integrating systems capability into work processes. The anticipated salary range for this position is $68,000-$95,000. Company Pennsylvania Lumbermens Mutual Insurance Company (PLM) is headquartered is in Center City Philadelphia. We are recognized as one of the Philadelphia Inquirer’s Top Workplaces for nearly a decade! We are America’s premier property and casualty insurance company dedicated to protecting wood-related businesses such as lumber, building materials retailers, and distributors to wood product manufacturers and sawmills. We establish long-term...
PLM - Pennsylvania Lumbermens Mutual Insurance Company Philadelphia, PA
WSFS Bank
05/27/2026  
Personal Banker I- Academy Plaza Banking Office
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. 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...
WSFS Bank Philadelphia, PA Full Time
PLM - Pennsylvania Lumbermens Mutual Insurance Company
05/21/2026  
Marketing Associate
Marketing Associate The Marketing Associate plays a key supporting role in the execution of marketing and administrative initiatives for Pennsylvania Lumbermens Mutual Insurance Company (PLM). This position provides operational, organizational, and creative support to the marketing team, ensuring the seamless execution of campaigns, communications, and day-to-day departmental activities. The Marketing Associate contributes to strengthening brand presence, maintaining data integrity, and supporting internal and external stakeholder engagement. This role is ideal for an early-career marketing professional who enjoys a mix of administrative coordination and creative work, and is eager to build experience in a relationship-driven, B2B environment. Company Pennsylvania Lumbermens Mutual Insurance Company (PLM) is America’s oldest and largest insurance company dedicated to protecting wood-related businesses such as lumber and building material dealers, wood product...
PLM - Pennsylvania Lumbermens Mutual Insurance Company Philadelphia, PA
PLM - Pennsylvania Lumbermens Mutual Insurance Company
05/21/2026  
Executive Assistant
    Executive Assistant We are seeking a highly organized, detail-oriented, and proactive Executive Assistant to support our leadership team. This role goes beyond administrative support—it's a strategic partnership with senior leadership, providing coordination, insight, and follow-through across key initiatives. You will serve as a vital communication and operational hub, ensuring smooth day-to-day execution and acting as a bridge between internal teams, brokers, clients, and external partners. A strong sense of ownership, professional discretion, and ability to anticipate needs is essential to success in this role. Company Pennsylvania Lumbermens Mutual Insurance Company (PLM) is America’s oldest and largest insurance company dedicated to protecting wood-related businesses such as lumber and building material retailers, wood product manufacturers, and sawmills. Headquartered in Center City, Philadelphia, PLM has been recognized as one of Philadelphia Inquirer’s Top...
PLM - Pennsylvania Lumbermens Mutual Insurance Company Philadelphia, PA
AIG
05/12/2026  
Senior Underwriting Assistant
About the role This position is part of the UW support career progression and may report to a Senior Specialist, UW Support, Team Leader, or to an Team Manager, Underwriting Support.  The Senior Underwriting Assistant is an individual contributor within the Underwriting Support Unit of the unit’s field operations.  This role assists the underwriters by screening risk offerings and with pre and post-binding processes. The role also performs services including problem-solving or research projects requiring broad insurance and/or procedural knowledge and works under direct supervision. This role will work on our AIG Risk Management business line. Key responsibilities: In addition to the traditional UA duties (see description below), this role will: Support regional UA Manager in overseeing all daily business activities and act as the first point of call for all UAs in the region Review new submissions against prescribed criteria to determine if risk qualifies for LOB...
AIG Philadelphia, PA Full Time
WTW
05/10/2026  
Senior Broker - Construction
Broker, Construction    Corporate Risk & Broking We know how companies can unlock potential through effective risk management. Our clients rely on us to craft strategies to quantify, mitigate and transfer risk, taking advantage of our specialist industry experience and unparalleled market know-how. The result is a new way of embracing risk that drives superior results   Broker oversees day-to-day placement and broking responsibilities for North American Construction accounts including new business development; develops business relationships with retail producers and markets; negotiates with underwriters regarding coverage terms, conditions and pricing on new and existing programs; evaluates quotes, prepares marketing reports for distribution; assists regional teams with RFP and new business proposal development, and performs other duties as assigned.    Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this...
WTW Philadelphia, PA Full Time
GEICO
05/08/2026  
Territory Sales Manager (Philadelphia, PA) (Insurance Exp. is Required)
At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. Territory Sales Manager LOCATIONS: There is one position available. Candidates must reside in and be able to travel within their geographic area. Territory sizes are dependent on the state(s) the candidate manages. Candidate can reside in/near location listed. City to reside in/near: Philadelphia, PA Territory : Eastern PA Overnight Travel: 40% SUMMARY : We are...
GEICO Philadelphia, PA Full Time
WSFS Bank
05/06/2026  
Experienced Assistant Branch Manager
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 Assistant Branch Manager will partner with the Retail Office Manager in directing activities within the branch to accomplish sales and service objectives to enhance customer relationships and attract new customers while maintaining the current customer base. This role will be responsible for personally serving customers and...
WSFS Bank Philadelphia, PA Full Time

 

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