69 senior relationship manager jobs found

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...

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 Commercial Relationship Manager III manages commercial banking relationships for companies with annual revenue greater than $10 million and complex loans greater than $2.5 million. The incumbent has overall responsibility for retaining and expanding existing commercial relationships, as well as developing new commercial...

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...

Accounting Manager - 87FA3E We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              This key role will support all aspects of corporate accounting and financial reporting for Hartford Funds.  Reporting to the firm’s Controller, and acting as a “player / coach”, the individual in this role will be responsible for oversight of accounting, banking, accounts payable/receivable, general ledger, and internal and external financial reporting. This position is also responsible for maintaining a robust internal control environment, conducting accounting research and setting and implementing standard accounting policies and procedures. The Assistant Controller will play a significant role in the day-to-day operations and leadership of the...

The salary range for this job posting is $55,132.00 - $110,642.00 annually + bonus + benefits. Pay Type: Salary The above represents the full salary range for this job requisition. Ultimately, in determining your pay and job title, we'll consider your location, education, experience, and other job-related factors, and will fall within the stated range. Your recruiter can share more information about the specific salary range during the hiring process. While we prefer candidates who reside in Pennsylvania, we will consider those who live in any of our listed payroll approved states. We may hire a senior level and the posted salary range is inclusive of both levels. Nurse licensures in multi-states is a plus. The actual salary range for candidates who reside in Pennsylvania is $59,630 to $119,670 annually + bonus + benefits. Pay Type: Salary The position reports to the Director, Workers' Compensation Claims. Are you a Referral? If you know a current Encova...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client’s employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client’s business, and a minimum of 95% retention and client satisfaction rating. Essential Functions Quality, Client Service & Expertise Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. With oversight, guidance and input from the CE/Producer: Participate in annual...

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....

Company: Marsh McLennan Agency Description: Marsh McLennan Agency's East Region is a leader in the employee benefits marketplace. Our associates simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies. We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities. BRIEF SUMMARY As a member of the Absence, Disability, & Life group, the Account Manager is responsible for providing day-to-day support to a Senior Consultant and provide consulting services for clients. As the Account Manager, he/she will serve as the guardian of the strategic customer relationship and orchestrates the deployment of corporate-wide resources to provide comprehensive products and services. This entails supporting the overall Absence, Disability, & Life consulting practice...

About The Institutes Located in beautiful Malvern, Pennsylvania, The Institutes® are a not-for-profit comprised of diverse affiliates that educate, elevate, and connect people in the essential disciplines of risk management and insurance. Through products and services offered by our nearly 20 affiliated business units, people and organizations are empowered to help those in need with a focus on understanding, predicting, and preventing losses to create a more resilient world.   Additionally, we understand the importance of work-life balance—in 2025 Philly.com named us a Top Workplace for the tenth year and USA Today named us a USA Top Workplace for the third year. We provide excellent benefits and a friendly, team-focused work environment to drive employee engagement.   Product Manager  The Product Manager is primarily responsible for assisting in the development of products; conducting market research; leading working groups and documenting product...

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...

Position Summary The Lead Account Executive is responsible for overseeing and managing crucial client relationships, providing guidance on critical client issues, and managing strategic account initiatives. The role includes managing the entire client account lifecycle, from onboarding to expansion opportunities, with a focus on addressing complex issues. They ensure strict adherence to industry regulations, and internal compliance policies. They monitor individual and team performance metrics and collaborate with brokers to pursue new business opportunities. What will your job entail? · Manage the high volume, fast-paced workflow for the assigned team or line of business, with willingness to expand into other lines of business as they become available. · Monitor productivity volume, service standards and accuracy for their staff and the business that they support. · Assist in driving process improvement and innovation efforts to continually improve our services for the...

The Broker-Dealer Operations Support role is responsible for overseeing and optimizing daily operations to support our field force. This position plays a critical role in planning capacity, improving workflows, supporting the operations team, and partnering with firm leaders to drive efficiency and service quality. You will be responsible for, but not limited to, broad operational administration, covering grey areas, workflows, and relationship management for our field force. You excel in a dynamic and fast-paced environment and have the ability to create relationships with senior leaders across firms we partner with. You will Lead capacity planning for our Guardian India operations partners Oversee and manage all broker-dealer operations work queues Own and maintain the operations training curriculum in partnership with our Training & Development Team Partner with Third-Party platform owners on operational support and optimization Design, implement, and...

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...

Description ****To be considered for this role, candidates must reside within one of the specified geographic locations. This position requires regular in-person visits with local brokers and agents, so remote hires outside the designated territory cannot be accommodated.****     As the Senior Underwriting Manager, you will manage a team of Underwriters or Underwriter Managers. Hold a full suite of management responsibilities for the team: attraction, development, pay and performance management, and communication of underwriting strategy. May include monitoring how well managers within the team are delivering leadership responsibilities. May contribute to planning and strategy development for the business area owned by manager. Responsibilities: Drives a culture of underwriting excellence across entire portfolio. Drives change initiatives within the team. Maintains a visible external profile and excellent relationships with external brokers/agents,...

About The Institutes A not-for-profit organization headquartered in beautiful Malvern, PA, The Institutes have been the leading provider of risk management and property-casualty insurance education for more than 100 years. By living our values—Put the Customer First, Do What You Say, Work Together, Be Innovative and Do the Right Thing— our talented team delivers innovative solutions that best empower risk and insurance professionals to help those in need. In 2025, The Institutes was named a Top Workplace by Philly.com for the tenth time. We understand the importance of work-life balance and provide excellent benefits and a friendly and team-focused work environment to drive employee engagement. Senior Vice president, Finance and Chief Financial Officer The Senior Vice President, Finance and Chief Financial Officer is responsible for leading Finance and to develop, align, coordinate and execute strategic goals in support of the organization’s strategic initiatives and...

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...