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Client relationship manager Jobs in Providence, RI

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Client relationship manager • providence ri

Last updated: 3 days ago

Sr. Liquidity Relationship Manager (DACA)

Citizens Financial GroupJohnston, RI, United States
Full-time

Liquidity Relationship Manager (DACA).The Liquidity Relationship Manager is responsible for driving deposit growth and deepening market penetration within targeted, deposit-rich liquidity pools (... Show more

Relationship Banker, Seekonk, MA

SantanderSeekonk, MA, United States
$40.00 hourly
Full-time

Relationship Banker, Seekonk, MA.Santander is a global leader and innovator in the financial services industry.We believe that our employees are our greatest asset.Our focus is on fostering an enri... Show more

Registered Client Associate

Royal Bank of Canada>Providence, United States of America
Full-time

Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Registered Client Associate, become a trusted res... Show more

Member Relationship Advisor I - (Universal Banker)

Navigant Credit UnionNorth Providence, RI, USA
Full-time
Quick Apply

Your Role as a Member Relationship Advisor IAs a Member Relationship Advisor I.Navigant Credit Union, you'll be on the front lines of helping our members with their financial needs and supporting a... Show more

Virtual Client Information Officer (vCIO)

Charles ITProvidence, RI, United States
Full-time

Virtual Client Information Officer (vCIO).Exceptional Service, Endless Improvement, Passionate People, and Honest and Forthright.Guided by our values, we foster a culture of growth, balance, and be... Show more

Business Banking Relationship Manager - Attleboro & Mansfield Markets

Century BankProvidence, RI, United States
Full-time

At Eastern Bank, we pride ourselves on supporting our employees by offering tremendous opportunity for individual growth.As an inclusive company, we work to ensure that our valued employees are tre... Show more

Relationship Development Associate

Granite TelecommunicationsLincoln, RI, United States
Full-time

Relationship Development Associate.The Relationship Development Associate (RDA) is responsible for managing a dedicated portfolio of customer accounts.This role emphasizes proactive account managem... Show more

Client Services Specialist

Ameriprise FinancialCranston, RI, US
$55,000.00 yearly
Full-time +1

Opportunity to move to full-time.This is a key position in a small, fast-paced, and friendly financial planning office.Work independently and on a team to perform administrative support for financi... Show more

Registered Wealth Management Client Associate

Veracity SolutionsProvidence, RI, United States
Full-time

Registered Wealth Management Client Associate.Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, wh... Show more

Tax Manager | Private Client Services

CBIZProvidence, RI, United States
Full-time

Our High Net Worth practice one of the largest practices in New England, servicing clients both locally and nationally.Essential Functions and Primary Duties.Serve as client's trusted advisor, demo... Show more

Pharmacy Relationship Manager

America's Pharmacy Group, LLCProvidence, RI, United States
Full-time

Whether you are retired looking for extra earnings, a seasoned healthcare sales expert, or aspiring to break into the medical sales industry, Healthcare Marketing Group, LLC provides an excellent o... Show more

Remote Customer Support - Medical Transportation Client

Arise Virtual SolutionsWarwick, Rhode Island
Remote
Full-time

Work From Home: Support a Medical Transportation Client Through the Arise® Platform.Interested in earning extra income without leaving your home? The Arise® Platform connects you with remote custom... Show more

Relationship Banker

Bank of AmericaWarwick, RI, United States
$24.00 hourly
Full-time

Job Opportunity At Bank of America.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible Growth is how we run o... Show more

Registered Client Associate

RBCProvidence, RI, United States
Full-time

RBC Wealth Management Registered Client Associate.Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a... Show more

Customer Relationship Manager

Motif MagazinePawtucket, RHODE ISLAND, US
Full-time

Sales  ·  Hybrid (Providence, RI area)  ·  Paid weekly.Motif is Rhode Island's independent voice for arts, music, theater, food, film, and local news.From our award shows and live events to our pri... Show more

Business Relationship Manager I - Officer

JPMorgan ChaseProvidence, RI, United States
Full-time

If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.As a Business Relationship Manager I (... Show more

Banking Center Senior Relationship Banker

Webster BankBarrington, RI
Full-time

If you’re looking for a meaningful career, you’ll find it here at Webster.Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, busine... Show more

Registered Client Associate

0000050176 RBC Capital Markets, LLCProvidence, Rhode Island, US
Full-time

Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Registered Client Associate, become a trusted res... Show more

Lead Director, Stop Loss Relationship Management

Oak St. HealthProvidence, RI, United States
$100,000.00 yearly
Full-time

Lead Director, Stop Loss Relationship Management.We're building a world of health around every individual shaping a more connected, convenient and compassionate health experience.At CVS Health, yo... Show more

Client Sales Associate (Remote)

Stratford DavisProvidence, RI, us
Remote
Full-time

Build a career where you can make a meaningful impact while creating opportunities for your own professional and financial growth.We are seeking motivated individuals to join our team as a Client S... Show more

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Sr. Liquidity Relationship Manager (DACA)

Sr. Liquidity Relationship Manager (DACA)

Citizens Financial GroupJohnston, RI, United States
30+ days ago
Job type
  • Full-time
Job description

Sr. Liquidity Relationship Manager (DACA)

The Liquidity Relationship Manager is responsible for driving deposit growth and deepening market penetration within targeted, deposit-rich liquidity pools (DACA). This role combines specialized segment expertise, focused business development, and cross-functional coordination to deliver tailored liquidity solutions that align with how these ecosystems operate.

The Segment Specialist serves as a primary market-facing relationship manager for assigned liquidity pools, acting as a trusted advisor to clients while partnering closely with internal product, risk, and delivery teams to execute the broader segment strategy.

Key Responsibilities

  • Drive targeted business development efforts within assigned liquidity pools through prospecting, referral source engagement, and ecosystem-based relationship building.
  • Build and manage a disciplined sales pipeline aligned to deposit growth objectives, ensuring timely and accurate reporting.
  • Execute on defined segment priorities by identifying high-value prospects and expanding share of wallet with existing clients.
  • Support the organization's market presence within target segments through industry participation, conferences, and relationship-driven networking.
  • Help position the bank as a credible and trusted liquidity partner within specialized ecosystems.

Segment Expertise & Client Advisory

  • Develop and maintain deep working knowledge of the operating models, cash flow behaviors, and liquidity dynamics specific to (DACA) ecosystems.
  • Serve as a trusted advisor to clients by providing insight-driven guidance on liquidity structure, deposit optimization, and operating considerations.
  • Represent the organization confidently in senior-level client discussions and presentations.
  • Deliver and articulate compelling, segment-specific value propositions by delivering tailored solutions to align with client practices, regulatory considerations, and risk profiles.
  • Effectively communicate segment offerings to internal and external stakeholders, including senior management.

Relationship Management

  • Act as the primary point of contact for key client relationships within assigned liquidity pools.
  • Establish and maintain strong relationships with decision-makers, influencers, and ecosystem partners.
  • Ensure a consistent, high-quality client experience across all touchpoints.

Cross-Functional Coordination

  • Coordinate closely with internal partners including Risk, Treasury Management, Product, Risk, Capital Markets, Operations, Technology, and Legal to deliver integrated solutions.

Qualifications & Experience

  • 10+ years of experience in (DACA) or related specialized liquidity segments.
  • Demonstrated ability to manage and grow complex deposit portfolios within niche or ecosystem-based markets.
  • Proven consultative sales capability with strong relationship-building skills.
  • Excellent communication, presentation, and interpersonal skills.
  • Strong organizational and analytical skills, including pipeline management and performance tracking.
  • Comfort working in a matrixed environment, influencing outcomes.

Education, Certification, and/or Other Professional Credentials

  • Bachelor's degree in Business, Finance, or a related field required.
  • MBA or advanced degree helpful but not required.

Required Skills

  • Agility
  • Budget Management
  • Building Relationships
  • Cash Management
  • Customer Empowerment
  • Customer-Centricity
  • Diversity and Inclusion Practice
  • Financial Forecasting
  • Product Knowledge
  • Risk Assessment
  • Sales Prospecting & Qualification
  • Solution Selling/Sales
  • Treasury

About Us

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Equal Employment and Opportunity Employer

Job Applicant Data Privacy Policy

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Job Info

  • Job Identification 45805
  • Job Category Advisory & Relationship Management
  • Posting Date 04/03/2026, 03:09 PM
  • Degree Level Bachelor's Degree
  • Job Schedule Full time
  • Job Shift 1st
  • Locations One Citizens Bank Way, Johnston, RI, 02919, US
  • Working Hours 40
  • Career Site Category Commercial Banking