Top 20 Relationship manager Jobs in Buffalo Ny

Relationship Manager
Manning & Napier —Buffalo, NY
- $60,000 - $85,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health savings account
- Dental insurance
6d
Employee Benefits Client Relationship Manager
LAWLEY AGENCY, LLC —Buffalo, NY
- $71,706.08 - $119,510.13 a year
- Bachelor's degree
- Senior level
- Leadership
- Health insurance
- Dental insurance
Quick Apply
6d
SBA Relationship Manager
KeyBank National Association —Buffalo, NY
- $71,000 - $125,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
Employee Relations Team Leader
KeyBank National Association —Buffalo, NY
- $80,000 - $150,000 a year
- Full-time
- Hybrid work
- 5 years
- Office
- Bachelor's degree
7d
Performance & Artist Relations Manager
Dumas R.I.S.E., LLC —Buffalo, NY
- $250 - $1,000 a month
- Contract
- Hybrid work
- Management
- Mid-level
Quick Apply
Relationship Banker - Main Cedar Branch
M&T Bank —Niagara Falls, NY
- $20.55 - $34.25 an hour
- Full-time
- Bilingual
- Computer literacy
- Research
7d
Relationship Banker
Five Star Bank —Buffalo, NY
- $19 - $26 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
12d
Relationship Banking Associate
NBT Bank —Buffalo, NY
- $18.50 - $20.81 an hour
- Full-time
- Computer literacy
- Office
- High school diploma or GED
- Health savings account
- Disability insurance
11d
Capital Sales - Customer Relationship Manager - Capital
ACV Auctions —Buffalo, NY
- $62,000 - $74,000 a year
- Full-time
- English
- Mid-level
- Finance
- Paid jury duty
- AD&D insurance
Quick Apply
Key Private Bank Senior Relationship Manager
KeyBank National Association —Buffalo, NY
- $112,000 - $210,000 a year
- Full-time
- Hybrid work
- 7 years
- CPA
- Writing skills
Senior Commercial Relationship Manager, SVP (Asset Based Lending)
M&T Bank —Buffalo, NY
- $123,600 - $206,000 a year
- Full-time
- Hybrid work
- Office
- Finance
- Business development
Client Relationship Sales Coordinator
Peerless Inc —Buffalo, NY
- $40,000 - $50,000 a year
- Full-time
- Mid-level
- Microsoft Office
- Communication skills
Quick Apply
Business Banking Relationship Manager
KeyBank National Association —Buffalo, NY
- $79,000 - $146,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Business development
Licensed Relationship Manager
Northwest Bank —Hamburg, NY
- $23 - $27 an hour
- Full-time
- Mid-level
- Office
- Administrative experience
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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Relationship Manager

Manning & Napier -
Buffalo, NY

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Job Details

Full-time
$60,000 - $85,000 a year
6 days ago

Benefits

Health savings account
Dental insurance
Vision insurance
401(k) matching
Gym membership

Qualifications

Customer communication
Series 66
Series 7

Full Job Description

Summary

As a Relationship Manager, you will be a lead client advocate, ensuring exceptional service throughout our clients’ experience. You will also contribute to your team’s new business development activities, including expanding wallet share of existing client relationships and prospecting new relationships across various client types, such as high-net-worth individuals, endowments & foundations, and businesses. As the primary client service contact, you will contribute to the creation of long-lasting, trusted advisory relationships.

As a Relationship Manager you will work in collaboration with a Wealth Management Advisory team. You will report to the Chief Client Experience Officer. You will be based in Buffalo, NY.

Responsibilities

CLIENT RELATIONSHIP MANAGEMENT

Serve as the primary point of contact for clients, overseeing and enhancing their end-to-end experience across all inbound interactions.
Build a deep knowledge of firm service offerings, financial planning capabilities, and investment products. Stay up to date on current market dynamics and overall industry trends.
Collaborate with Financial Consultants in conducting client meetings via telephone, video conference, and in‑person interactions.
Oversee complex client communications and manage responses to service inquiries and customized reporting in a timely manner
Work with the Financial Consultant to provide broad financial planning support, which will include helping to generate baseline financial plans.
Initiate new account paperwork and client directives, overseeing onboarding and investment objective updates and driving cross-functional completion of all required criteria
Work with the Wealth Management Associates to ensure timely, accurate, and complete documentation of client information.
Facilitate the preparation of materials for use in client meetings.
Address and resolve client concerns, escalating complex or unresolved issues to management when necessary.

TEAM SALES COLLABORATION

Coordinate Client and Prospect meetings for the advisory team, ensuring efficient calendar management and a seamless client experience.
Strengthen financial planning and business development capabilities through active engagement with Advisors, formal training programs, and ongoing independent learning.
Collaborate with Marketing partners and internal team members to develop and execute targeted outreach and campaign initiatives for clients and prospects.
Plan, organize, and participate in strategic prospecting initiatives in partnership with Financial Consultants to support pipeline growth and cultivate warm leads.
Develop expertise in firm sales and service technologies, leveraging digital marketing, client service, and financial planning tools to support business growth and client engagement.
Coordinate request for proposal (RFP) reviews and response development in collaboration with the Portfolio Strategies Group on behalf of the advisory team.

Qualifications & Requirements

Bachelor’s degree, with a concentration in Finance, Business, Economics, or Pre-law preferred
3+ years of related experience with RIA, trust company, bank, brokerage, or financial planning firm preferred
Prior direct client relationship or sales experience preferred
Series 7 and 66 required, or targeted within first year of employment
Flexibility to travel and work outside of normal business hours to accommodate client schedules
Experience with Envestnet, Salesforce, & Charles Schwab preferred

Key Attributes

A passion for serving clients and providing an exceptional experience with a fiduciary duty of care
Excellent written and verbal communication skills, with the ability to succinctly summarize complex information.
Manage multiple priorities simultaneously, maintaining accuracy and close attention to detail.
A strong commitment to achieving goals, acting with a sense of urgency, and follow-through.
Take initiative to address challenges and solve problems proactively.

Perks

Health, dental & vision insurance
Employer HSA contribution
Opt out credit
401k employer match
Paid volunteer days
Gym reimbursement

Compensation: $60,000 - $85,000 expected base salary. Base salary is broadly based on tenure within the firm, experience, and contribution to the team. Total compensation is comprised of base salary and multiple tiers of bonuses including discretionary, metrics-based, a third category that is reserved for top-performers that are recognized as Team Leads.

Apply Now

Refine Your Search

relationship manager jobs in buffalo ny

Relationship Manager

Employee Benefits Client Relationship Manager

SBA Relationship Manager

Employee Relations Team Leader

Performance & Artist Relations Manager

Relationship Banker - Main Cedar Branch

Relationship Banker

Relationship Banking Associate

Capital Sales - Customer Relationship Manager - Capital

Key Private Bank Senior Relationship Manager

Senior Commercial Relationship Manager, SVP (Asset Based Lending)

Client Relationship Sales Coordinator

Business Banking Relationship Manager

Licensed Relationship Manager

Relationship Manager – Private Wealth & Tax Solutions

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