SB Financial Services Relationship Manager jobs in Massachusetts
SB Financial Services Relationship Manager develops and manages banking relationships with small business customers to acquire new business, sell financial products and services and grow the portfolio. Prospects for new customers, upsell opportunities, and referrals. Being a SB Financial Services Relationship Manager develops and maintains strong relationships with referral sources. Engages with existing customers to understand their financial needs and provide suggestions for products and services that benefit small businesses throughout the business cycle. Additionally, SB Financial Services Relationship Manager serves as point of contact and advocates for customers to answer questions, resolve issues, and provide product information. Maintains an in-depth understanding of product offerings and coordinates with other areas of the bank to upsell or deliver services to customers. Monitors and maintains assigned portfolio to ensure appropriate risk profile. Follows all regulatory and organizational policies and procedures. Requires a bachelor's degree or equivalent. Typically reports to a manager. The SB Financial Services Relationship Manager occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a SB Financial Services Relationship Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Recently Added SB Financial Services Relationship Manager jobs
SVP, Group Manager- Relationship Management
- Fidelity Brokerage Services LLC
-
, MA
FULL_TIME
- Job Description: Role The Select Market Relationship Management Team Lead (SVP, Group Manager) has senior management accountability for a multi-state book of business of Workplace Investing Select Market corporate client relationships! Primary responsibility is the effective leadership of approximately 10 Vice President, Managing Directors (MDs) to ensure the satisfaction and retention of 100 corporate client relationships with over 500,000 individual participants and approximately $75-100B in assets under administration. The SVP, Group Manager is responsible for a portfolio of multi-product client relationships including the following services: Defined Contribution, Non-Qualified Plans, Defined Benefit, Equity Compensation, Health Savings Accounts, Managed Accounts, a portfolio of Health Solutions (including Health & Welfare administration), Self-Directed Brokerage, Workplace Consulting and Emerging Products offerings (ex: Student Debt, Workplace Giving). This position involves extensive and ongoing client contact with senior level client decision makers (CFO, CEO, CHRO, SVP of HR) of existing and prospective customers. Effectiveness in the role requires superior executive presence, benefits and financial services acumen, and consultative sales skills. The SVP, Group Manager is responsible for developing and driving the overall business strategy for their team and client book of business in order to maximize business results. Focus areas include client retention and loyalty, revenue growth, product and services adoption and relationship risk mitigation strategies. Additional important management responsibilities include associate development, performance evaluation, compensation planning and hiring. The SVP, Group Manager is also a Supervisory Principal responsible for compliance oversight for all registered representative direct reports. Expertise and Skills you Bring. Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business. Provide focused leadership, motivation, and support for MD team to deliver consistently strong, balanced scorecard results in alignment with client objectives and Fidelity priorities. Influence appropriate service model for clients based on their stated goals and objectives, as well as, their economic contribution to Fidelity. Improve service delivery and advance individual client action plans to meet key business strategies and overall business unit objectives. Develop and maintain strong client relationships (along with MD) across multiple client constituencies including HR, Treasury, Legal, and Procurement. Leadership and support for all client re-pricing, renewal, and competitive rebid activity on team including strong collaboration with the MD and Rebid AE on all retention activities. Provide leadership across internal support organizations to provide cross functional accountability for client retention and loyalty. Engagement with internal business leaders in joint planning and client strategies to deliver upon desired outcomes. Develop and maintain strong relationships with prevalent regional and national consulting firms representing Fidelity and client points of view for negotiations and ongoing relationship support. Serve as Executive Sponsor for key client relationships including largest clients, clients with significant service escalations and clients requiring uptiering relationships based on risk mitigation plans. Serve as functional liaison for the Select Market relationship management team effectively representing client and organizational interests with senior leaders across Fidelity. In cooperation with SVP, Select Market Segment Lead, develop strategy and goals for the organization that produce year-over-year profitability. Identify personal development objectives with each MD and support execution of plans to continually build competencies and skill sets to deliver outstanding business results. Work closely with each unique associate to identify strengths and opportunities while leveraging best practices of existing talent. Coach and mentor to provide continued career development and evaluate performance. Provide leadership to build an empowered, diverse and inclusive team and segment culture. Work in cooperation with staffing organization to develop desired proficiencies and experience to acquire the best and brightest talent for the organization and maintain. Proactively cultivate relationships with desired organizations (internal and external) to produce and maintain a robust talent pipeline. Ensure that team is compliant with all appropriate rules and regulatory requirements. College degree required. MBA or other advanced degree preferred. Institutional client management and growth experience required. Minimum of 5 years management experience required. Complete series 7, 24 & 63 exams within 90 days of hire. Strong demonstrated negotiation skills spanning complex financial and service delivery related topics, both internal and client facing. Proven ability to navigate and influence executive level business leaders, both internal and client facing across multiple functions and businesses. Strong revenue management and overall financial acumen. Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization. Tangible competitive spirit with determination and motivation to win. Proven leadership, coaching, and career developments skills with a mix of tenured and new professional MDs. Demonstrated consultative sales skills. Expert presentation, meeting management, and communication skills Team We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Certifications: Category: Relationship Management At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy
- 1 Month Ago
Financial Services – Manager
- CFGI
-
Boston, MA
FULL_TIME
- Financial Services – Manager Manager-level financial consultants work closely with senior management of Fortune 500, mid-cap, and start-up companies. CFGI Managers lead project teams and interact with...
- 4 Days Ago
Manager Financial Services - Customer
- BDO Belgium
-
Zaventem, MA
FULL_TIME
- This job in a nutshell We live in a fast changing world, full of challenges and opportunities. In order to succeed as a business, it's crucial to react swiftly to these changes. Join the BDO family, a...
- 1 Month Ago
Account Manager - Financial Services
- Centric Consulting
-
Boston, MA
FULL_TIME
- Account Manager - Financial Services Job Location: Boston, MA Join our team Centric Consulting is an international management consulting firm with expertise in digital, business and technology. We are...
- 29 Days Ago
ESG Manager Financial Services
- BDO Belgium
-
Zaventem, MA
FULL_TIME
- This job in a nutshell Want to use your experience in ESG/CSR to help integrate sustainability into the business strategies of our clients in the Financial Services Industry? Make your career count as...
- 1 Month Ago
Store Manager
- PLS Financial Services, Inc.
-
Roxbury, MA
FULL_TIME
- Overview PLS®: People. Location. Service PLS—which stands for People – Location - Service—is a leading retail provider of alternative financial services. The PLS Group, headquartered in Chicago, is co...
- 12 Days Ago
SB Financial Services Relationship Manager jobs at Popular Companies
Program Manager, Financial Services
- BIP.Monticello
-
Philadelphia, PA
- Bip.Monticello Consulting, a high-end management consulting firm specializing in the global financial services industry,...
- 4/20/2024 12:00:00 AM
Audit Manager - Financial Services
- Eugene School District
-
Eugene, OR
- Salary : $86,361.00 - $113,252.00 Annually Location : Eugene, OR Job Type: Full Time Job Number: 2024-00133 School/Depar...
- 4/20/2024 12:00:00 AM
Program Manager, Financial Services
- BIP.Monticello
-
Wilmington, DE
- Bip.Monticello Consulting, a high-end management consulting firm specializing in the global financial services industry,...
- 4/20/2024 12:00:00 AM
Tax Manager - Financial Services
- Moss Adams LLP
-
San Francisco, CA
- Tax Manager - Financial Services Description At Moss Adams, we champion authenticity. For us, that means fostering a cul...
- 4/19/2024 12:00:00 AM
Assurance Manager - Financial Services
- Moss Adams LLP
-
Salinas, CA
- Assurance Manager - Financial Services Description At Moss Adams, we champion authenticity. For us, that means fostering...
- 4/19/2024 12:00:00 AM
Assurance Manager - Financial Services
- Moss Adams LLP
-
Campbell, CA
- Assurance Manager - Financial Services Description At Moss Adams, we champion authenticity. For us, that means fostering...
- 4/19/2024 12:00:00 AM
Budget & Financial Services Manager
- Shippensburg University
-
Shippensburg, PA
- Budget & Financial Services Manager Shippensburg University, Shippensburg, PA Full-time, Minimum starting salary $52,214...
- 4/16/2024 12:00:00 AM
Tax Manager - Financial Services
- EisnerAmper LLP
-
New York, NY
- Job Description EisnerAmper is seeking a Manager to join the Financial Services Tax practice. We are seeking someone who...
- 4/16/2024 12:00:00 AM
About Massachusetts
Massachusetts is the 7th-smallest state in the United States. It is located in the New England region of the northeastern United States and has an area of 10,555 square miles (27,340 km2), 25.7% of which is water. Several large bays distinctly shape its coast. Boston is the largest city, at the inmost point of Massachusetts Bay, and the mouth of the Charles River.
Despite its small size, Massachusetts features numerous topographically distinctive regions. The large coastal plain of the Atlantic Ocean in the eastern section of the state contains Greater Boston, along with most of the state's po...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$75,097 to $98,748
Most Popular Cities in Massachusetts for SB Financial Services Relationship Manager Jobs
What does an SB Financial Services Relationship Manager do?
SB Financial Services Relationship Manager in Abilene, TX
This data is intended to be an estimate, not prescriptive financial or tax advice.
January 26, 2020
SB Financial Services Relationship Manager in Springfield, OH
Based on our compensation data, the estimated salary potential for SB Financial Services Relationship Manager will increase 10 % over 5 years.
December 20, 2019