Client Relationship Executive Jobs in Rhode Island
Client Relationship Executive jobs in Rhode Island are concentrated in financial services, insurance, healthcare, and professional services, with demand ranging from associate-level account managers to senior executives overseeing enterprise portfolios. Providence, Warwick, and Newport anchor most of the hiring activity, and established employers such as Amica Mutual, CVS Health, and Fidelity Investments maintain a consistent presence in the state. The most sought-after specialties include B2B account growth, wealth management client services, and healthcare partnership management. Find a role that fits below and apply directly.
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Showing 5 of 23+ Client Relationship Executive jobs
ABOUT THE ROLE:
Responsible for cultivating new business and member relationships through active management of a portfolio and collaborating with our retail branch partners and external partners. Plays a key role in building relationships with members to deliver an exceptional experience.
WHAT YOU WILL DO:
- Generates new business in an assigned territory and manages relationships with expectations on exceeding assigned sales and service goals.
- Delivers Credit Union products and services with primary focus on deposit gathering including lending, cash management, investments, merchant services and payroll.
- Sources, structures and presents business lending opportunities.
- Executes targeted COI (center of influence) plan to build relationships and increase brand recognition in the marketplace in an effort to achieve goals.
- Acts as the primary partner with our Retail teams, including joint calling, coaching, and supporting designated branch assignments.
- Introduces members to appropriate lines of business or support specialists to deepen share of wallet.
- Represents the credit union in the community and at other networking events to promote and build brand awareness.
- Practices sound risk management protocols and adheres to internal and regulatory requirements.
- Stays abreast of marketplace trends to ensure that products are competitive with other financial institutions or financial services companies. Designs and recommends changes to offerings, oversees implementation of new products. Advises marketing staff on advertising or promotional strategies to build balances.
- Performs other duties as assigned by the Vice President of Cash Management or by other members of senior management.
QUALIFICATIONS:
Education
Associates Degree or equivalent combination of education and experience required.
Experience/Skills/Knowledge:
- 5+ years of experience in a Business Banking sales role or related business development experience required.
- Must have a deep knowledge of marketplace and ability to develop, retain and expand relationships with Centers of Influence (i.e., CPA's and Attorneys.)
- Must have a strong understanding of core business products and services.
- Must be well-versed in business lending including SBA guidelines.
- Proven track record of sales and outside calling skills required.
- Must have the ability to handle multiple projects/priorities simultaneously with an effective outcome.
- Must have the ability to develop strong member and colleague relationships to deliver an exceptional experience..
- Must have the ability to deal with highly confidential information. Must possess strong service orientation skills in alignment with the credit union's mission and core values.
- Excellent verbal, written, telephone and interpersonal communication skills required.
- Must be PC proficient, including Microsoft Office (Word, Excel, PowerPoint, Outlook) and the Internet.
- Must have the ability to function in a commercial office environment and utilize standard office equipment including but not limited to fax, copier, telephone, etc. Some travel required. Ability to lift a minimum of 25lbs. e.g. file boxes
ABOUT:
People helping people is what makes Navigant Credit Union truly special. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915.
At $4 billion in assets, Navigant Credit Union is the largest credit union in Rhode Island and third largest in New England. Our success is founded upon our community-based values and our belief in putting people first. These are just a few of the reasons why Navigant Credit Union has been named "Rhode Island's Best Place to Work" year-after-year by the Providence Business News.
Our Core Values of "Leadership, Unity, Caring, and Integrity" are the guiding principles for our organization. They are the qualities and/or traits that we consider a high priority for Navigant Credit Union employees.
Navigant Credit Union prides itself on investing in our workforce, while exceeding member expectations. We offer tremendous opportunities for professional development, career advancement, and a best-in-class benefits package including robust medical and dental plans, vision benefits, 401(k) with a generous employer match, tuition reimbursement, competitive salaries, paid volunteer days, and more.
If you believe you'd be a great fit, and are interested in joining our team, check out our open positions and apply today!
ABOUT THE ROLE:
Responsible for cultivating new business and member relationships through active management of a portfolio and collaborating with our retail branch partners and external partners. Plays a key role in building relationships with members to deliver an exceptional experience.
WHAT YOU WILL DO:
- Generates new business in an assigned territory and manages relationships with expectations on exceeding assigned sales and service goals.
- Delivers Credit Union products and services with primary focus on deposit gathering including lending, cash management, investments, merchant services and payroll.
- Sources, structures and presents business lending opportunities.
- Executes targeted COI (center of influence) plan to build relationships and increase brand recognition in the marketplace in an effort to achieve goals.
- Acts as the primary partner with our Retail teams, including joint calling, coaching, and supporting designated branch assignments.
- Introduces members to appropriate lines of business or support specialists to deepen share of wallet.
- Represents the credit union in the community and at other networking events to promote and build brand awareness.
- Practices sound risk management protocols and adheres to internal and regulatory requirements.
- Stays abreast of marketplace trends to ensure that products are competitive with other financial institutions or financial services companies. Designs and recommends changes to offerings, oversees implementation of new products. Advises marketing staff on advertising or promotional strategies to build balances.
- Performs other duties as assigned by the Vice President of Cash Management or by other members of senior management.
QUALIFICATIONS:
Education
Associates Degree or equivalent combination of education and experience required.
Experience/Skills/Knowledge:
- 5+ years of experience in a Business Banking sales role or related business development experience required.
- Must have a deep knowledge of marketplace and ability to develop, retain and expand relationships with Centers of Influence (i.e., CPA's and Attorneys.)
- Must have a strong understanding of core business products and services.
- Must be well-versed in business lending including SBA guidelines.
- Proven track record of sales and outside calling skills required.
- Must have the ability to handle multiple projects/priorities simultaneously with an effective outcome.
- Must have the ability to develop strong member and colleague relationships to deliver an exceptional experience..
- Must have the ability to deal with highly confidential information. Must possess strong service orientation skills in alignment with the credit union's mission and core values.
- Excellent verbal, written, telephone and interpersonal communication skills required.
- Must be PC proficient, including Microsoft Office (Word, Excel, PowerPoint, Outlook) and the Internet.
- Must have the ability to function in a commercial office environment and utilize standard office equipment including but not limited to fax, copier, telephone, etc. Some travel required. Ability to lift a minimum of 25lbs. e.g. file boxes
ABOUT:
People helping people is what makes Navigant Credit Union truly special. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915.
At $4 billion in assets, Navigant Credit Union is the largest credit union in Rhode Island and third largest in New England. Our success is founded upon our community-based values and our belief in putting people first. These are just a few of the reasons why Navigant Credit Union has been named "Rhode Island's Best Place to Work" year-after-year by the Providence Business News.
Our Core Values of "Leadership, Unity, Caring, and Integrity" are the guiding principles for our organization. They are the qualities and/or traits that we consider a high priority for Navigant Credit Union employees.
Navigant Credit Union prides itself on investing in our workforce, while exceeding member expectations. We offer tremendous opportunities for professional development, career advancement, and a best-in-class benefits package including robust medical and dental plans, vision benefits, 401(k) with a generous employer match, tuition reimbursement, competitive salaries, paid volunteer days, and more.
If you believe you'd be a great fit, and are interested in joining our team, check out our open positions and apply today!
See All 23 Client Relationship Executive Jobs in Rhode Island
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Find JobsClient Relationship Executive Jobs by City in Rhode Island
Where Rhode Island roles are concentrated, by current openings.
Client Relationship Executive Job Market in Rhode Island
A snapshot from current Rhode Island openings, updated as new roles post.
Who's Hiring
What Rhode Island Employers Look For
The qualifications that appear most often in client relationship executive jobs across Rhode Island.
- Bachelor's degree in business, marketing, or a related field required
- Three or more years managing client accounts or business relationships
- Demonstrated ability to meet revenue retention and growth targets
- Strong communication skills for executive-level stakeholder presentations
- Experience with CRM platforms such as Salesforce or HubSpot
- Familiarity with Rhode Island's financial services or healthcare regulatory environment
Client Relationship Executive Jobs in Rhode Island: Frequently Asked Questions
How do you become a client relationship executive in Rhode Island?
Most Rhode Island employers require a bachelor's degree in business, finance, marketing, or a related field, plus several years in account management or sales. The role carries no state-issued license in Rhode Island, so hiring decisions center on demonstrated revenue outcomes and relationship tenure. Candidates targeting financial services firms often benefit from FINRA Series 6 or Series 7 registrations, which Rhode Island recognizes, and those pursuing healthcare accounts may need familiarity with HIPAA compliance standards.
Which companies hire client relationship executives in Rhode Island?
Companies currently hiring client relationship executives in Rhode Island include Navigant Credit Union, Webster Bank, and JPMorganChase, per current listings on Migrate Mate as of July 2026. Rhode Island's deep concentration of insurance carriers, regional banks, and healthcare organizations means openings recur consistently across the Providence metro and suburban Warwick corridor throughout the year.
Which Rhode Island cities have the most client relationship executive jobs?
Johnston, Barrington, and Providence lead Rhode Island for client relationship executive openings. Providence dominates because it is home to the state's largest corporate campuses and financial institutions, while Warwick draws openings from insurance and healthcare headquarters clustered near T.F. Green Airport, and Newport's wealth management and hospitality sectors generate a smaller but steady stream of senior client-facing roles.
Are there remote client relationship executive jobs in Rhode Island?
Yes, and they are fairly common given that client relationship executive work is largely communication and strategy-based rather than on-site. About 0% of client relationship executive openings tied to Rhode Island are remote or hybrid as of July 2026, with fully remote arrangements most prevalent in technology, SaaS, and national financial services accounts where clients are distributed across multiple states.
How can I get hired as a client relationship executive in Rhode Island with little or no experience?
The most realistic entry path is through a client services coordinator or account associate role at one of Rhode Island's large insurance or healthcare organizations, where structured onboarding programs at employers like Amica Mutual or Care New England give candidates direct exposure to portfolio management. From there, lateral moves from inside sales, customer success, or operations roles are common stepping stones. Earning a Salesforce Administrator certification or a FINRA Series 6 registration while in an entry role signals readiness for executive-level client responsibility.
Where can I find and apply to client relationship executive jobs in Rhode Island?
You can find and apply to client relationship executive jobs in Rhode Island on Migrate Mate, which lists current Rhode Island openings updated regularly. Search the listings, identify the roles that match your background and preferred location, and apply directly to each one without any intermediary step.
See All 23 Client Relationship Executive Jobs in Rhode Island
Find roles in Rhode Island that match your experience and apply in just a few clicks.
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