Business Relationship Manager Senior Acquisition - Vice President
North Andover, Massachusetts, United States · On-site
$114k–$176k/yr
Senior$1.6B raised
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisi…
Senior Home Lending Advisor - Medway MA - Medway Branch
Medway, Massachusetts, United States · On-site
Mid level$1.6B raised
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of…
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Who we Are: Yesway, Inc. (“Yesway” or the “Company") (Nasdaq: YSWY), is an award-winning convenience store operator established in 2015 and headquartered in Fort Worth, Texas. With 450 stores across nin…
Skills: Microsoft Excel, Microsoft PowerPoint, Communication Skills, Analytical Skills, Organizational Skills
Keystone
Center of Excellence (CoE) Operations Specialist
Boston, Massachusetts, United States · On-site
$60k–$90k/yr
Mid level
Keystone is a premier economics, technology, and strategy consulting firm built to help companies lead through transformation. As breakthrough innovations reshape industries, redefine competition and change our society, …
Skills: Project Management, Business Acumen, Data Analysis, Strategic Planning, Stakeholder Management
Division: Finance Department: Financial Analyst - FP&A Status: Exempt Grade: 9 Salary Range: $52,000 - $90,498 Actual compensation within the pay range will be determined based on factors including, but not limited to, s…
Salem Five is a growing regional financial services organization with a rich history of over 170 years. As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewa…
Skills: Business Development, Cross-selling, Customer Experience, Banking Operations, Relationship Management
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Advisory Director Client Relationship Executive – Cyber & Risk
Boston, Massachusetts, United States · Hybrid
$190k–$300k/yr
Senior+
Grant Thornton is seeking an Advisory Director Client Relationship Executive – Cyber & Risk to join the team. Approved office locations can be found below. Job Description: Grant Thornton is seeking an Advisory Director …
Senior Director & Head of Investment Engineering - LMI Technology
Boston, Massachusetts, United States · On-site
$204k–$366k/yr
Senior+$1.6B raised
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Skills: Engineering Strategy, Software Delivery, Data Engineering, AI Enablement, Cloud Architecture
Lazard is one of the world’s preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over…
Risk Management Representative Cabot Risk Strategies, LLC is a dynamic and highly experienced team of insurance professionals dedicated to delivering quality services to our clients. Our goal is to help our clients effec…
Skills: Risk Management, Loss Analysis, Property Valuation, Safety Training, Municipal Government Operations
Littleton, Massachusetts, United States · Remote OK
$21/hr–$27/hr
Mid level
Job Title: Deposit Operations Specialist I or II Department: Deposit Operations Department Location: Littleton, MA This role offers a flexible work arrangement.Candidates residing outside of New England may work 100% rem…
Marlborough, Massachusetts, United States · On-site
$107k–$135k/yr
Senior
Position Summary At Babcock Power, we are a driving force in power, committed to shaping the future of energy solutions. Driven by our core values of Teamwork, Integrity, and Performance, we enable our team to develop an…
#LI-DE1 #LI-Hybrid CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and te…
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Senior Director II, Data Science - USRM Data Science Complex Components
Boston, Massachusetts, United States · On-site
$179k–$322k/yr
Senior+$1.6B raised
Description Liberty Mutual’s U.S. Retail Markets organization is seeking a Senior Director II, Data Science to lead the USRM Data Science Complex Components team. This executive-level role is responsible for advancing th…
Burlington, Massachusetts, United States · Remote OK
$56k–$94k/yr
Mid level$56B raised
Location: Nashville, Boston, or New York hubs. Remote candidates within the Eastern Time Zone may be considered for exceptional talent with highly relevant industry experience. We are seeking driven, consultative sales p…
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$114k–$176k/yr
Full-time
bachelor degree
Health Care Coverage, On-site Health And Wellness Centers, Retirement Savings Plan, Backup Childcare, Tuition Reimbursement, Mental Health Support
Posted 51d ago
~40 hrs/week
Responsibilities
Develop and manage a portfolio of large business clients with annual revenues over $3 million to increase primary bank share. Focus on acquiring new relationships, deepening product utilization, and providing customized financial and credit solutions.
Requirements
Requires at least 5 years of experience in business banking relationship management or business lending with a strong existing business network. A bachelor's degree in Finance or a related field is preferred along with proficiency in Microsoft Office.
Full job description
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you’ll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You’ll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience
Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience
Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards
Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently
Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
Balance needs of clients with associated risks and interests of the firm
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Preferred qualifications, capabilities, and skills
Bachelor’s degree in Finance or related field, or equivalent work experience
Minimum of 3 years’ managing clients >$10+MM revenue
In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.
Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms
JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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How much do Finance & Accounting jobs in Massachusetts pay?
Based on 3829 listings with disclosed salaries, most finance & accounting jobs in Massachusetts pay between $75k–$197k per year. Individual offers vary with seniority, company size, and specialization.
How many Finance & Accounting jobs are open in Massachusetts right now?
There are currently 5,598 open finance & accounting positions in Massachusetts listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Massachusetts?
Companies currently hiring include State Street, Bank of America, TD, MassDEP, Wellington Management, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Massachusetts?
Yes — 2536 of the 5598 open finance & accounting positions offer remote or hybrid work (451 remote, 2085 hybrid).
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