Relationship Manager
2 weeks ago
Main Duties:
- Act as the main point of contact for handling client service queries and resolving issues.
- Address client requests, provide support, and offer financial investment advice in line with team philosophy
- Create and maintain each client’s financial plan while handling investment-related paperwork, including applications and withdrawal requests
- Stay informed on market conditions relevant to client objectives
- Support the Operations Team under the guidance of the Operations Manager
- Familiarity with Fidelity systems is a plus
Preferred Experience:
- Bachelor's degree in finance or a related field
- 5+ years of experience in wealth management
- Relevant certifications such as CFP, CIMA, or CFA are advantageous
- Series 65, 7, and 66 certifications are preferred
-
Relationship Manager
1 week ago
Fort Collins, United States Affinity Inc Full timeRiverlink is seeking a Relationship Manager who will have a pivotal role in supervising client relationships and providing essential support to the wealth management team. Your duties will encompass overseeing client interactions, ensuring timely follow-through, and actively contributing to the formulation of personalized investment recommendations. Main...
-
Relationship Manager
3 weeks ago
Fort Collins, United States Royalty Hospitality Staffing Full timeJob DescriptionJob DescriptionWe are seeking a Relationship Manager who will have a pivotal role in supervising client relationships and providing essential support to the wealth management team. Your duties will encompass overseeing client interactions, ensuring timely follow-through, and actively contributing to the formulation of personalized investment...
-
Relationship Manager
2 days ago
Fort Collins, United States Royalty Hospitality Staffing Full timeJob DescriptionJob DescriptionWe are seeking a Relationship Manager who will have a pivotal role in supervising client relationships and providing essential support to the wealth management team. Your duties will encompass overseeing client interactions, ensuring timely follow-through, and actively contributing to the formulation of personalized investment...
-
Relationship Manager
4 weeks ago
Fort Collins, United States Royalty Hospitality Staffing Full timeWe are seeking a Relationship Manager who will have a pivotal role in supervising client relationships and providing essential support to the wealth management team. Your duties will encompass overseeing client interactions, ensuring timely follow-through, and actively contributing to the formulation of personalized investment recommendations. Main Duties:...
-
Relationship Manager
3 weeks ago
Fort Collins, Colorado, United States Royalty Hospitality Staffing Full timeWe are seeking a Relationship Manager who will have a pivotal role in supervising client relationships and providing essential support to the wealth management team. Your duties will encompass overseeing client interactions, ensuring timely follow-through, and actively contributing to the formulation of personalized investment recommendations. Main...
-
Client Relationship Manager
2 weeks ago
Fort Wayne, United States Corporation Service Company Full timeClient Relationship Manager Camana Bay, Cayman Islands Temporary (3-Month Contract) 8:00 – 5:00 Monday-Friday Salary Range: 4,000 CI – 5,600 CI per month On-Site The Client Relationship Manager, Corporate has responsibility for the full corporate administration of a large portfolio of companies and partnerships from formation to closure in accordance...
-
Relationship Manager
7 days ago
Fort Wayne, United States Allianz Full timeJob Description:Not available at the momentSkills Required:Relationship Managementbusiness developmentClient Relationship Managementsales planningmarket intelligenceDesirable Skills:Not available at the moment
-
Client Relationship Manager
3 weeks ago
Fort Worth, United States Higginbotham Insurance Agency Full timeHigginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for an Client Relationship Manager for our Fort Worth office.The ideal candidate will be service-oriented, proactive, and well-organized. The Client Relationship Manager manages the relationship between internal...
-
Client Relationship Manager
8 hours ago
Fort Worth, United States Higginbotham Insurance Agency Full timeHigginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for an Client Relationship Manager for our Fort Worth office. The ideal candidate will be service-oriented, proactive, and well-organized. The Client Relationship Manager manages the relationship between internal...
-
Commercial Relationship Manager IV
3 weeks ago
Fort Lauderdale, United States Fifth Third Bank, N.A. Full timeMake banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Responsible for profitable business development as well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $50MM...
-
Client Relationship Manager
4 weeks ago
Fort Worth, Texas, United States Higginbotham Full timeHigginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for an ClientRelationship Manager for our Fort Worth office.The ideal candidate will be service-oriented, proactive, and well-organized. The Client Relationship Manager manages the relationship between internal...
-
Business Banking Relationship Manager I
3 weeks ago
Fort Lauderdale, United States Citizens Financial Group, Inc. Full timeAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen relationships with your clients by collaborating with p Relationship Manager, Business, Relationship, Banking, Manager, Customer Experience, Business Services
-
Project Manager- Construction
3 days ago
Fort Collins, United States Kimmel & Associates Full timeAbout the Company: A full-service construction company serving various commercial and industrial clients, offering design/build, program management, and construction management services in preconstruction and construction phases for all clients. Their typical project portfolio includes industrial, storage, retail, office, government, community, religious...
-
Sales Manager
2 weeks ago
Fort Collins, United States Fort Collins Nissan Full timeOur Goal at WAG is to create an exceptional environment for our customers and employees for the continual well-being and growth of everyone involved. We are all working together to build a stronger and better dealership and community in which to work and live. By working together in a spirit of cooperation and teamwork, our dealership will be unsurpassed...
-
Supply Chain Manager
3 days ago
Fort Collins, United States Numerica Corporation Full timeWe are seeking a Supply Chain Manager to manage key aspects of the supply chain for our best-in-class Spyglass radar product. You will be responsible for optimizing the supply chain system to be efficient and cost effective. Activities include: (i) planning and managing the supplier resources necessary to meet production demand; (ii) leading a sourcing...
-
Corporate Accounts Manager
4 weeks ago
Fort Collins, United States Rochester Midland Corporation Full timeJob DescriptionJob DescriptionRochester Midland Corporation is looking for an experienced Corporate Accounts Manager (CAM) responsible for the effective management of key corporate accounts and driving account specific sales strategies to increase revenue. This position is responsible for determining effective ways to partner with our largest accounts by...
-
Assistant Club Manager
3 weeks ago
Fort Collins, United States Genesis Health Clubs Full timeJob DescriptionJob DescriptionWe are looking for an Assistant Club Manager to create exceptional experiences for our members and staff. You will be responsible for assisting with day-to-day operations of the business, managing memberships, services and promotions, facilities, and personnel to achieve our revenue and growth goals.You have a passion for health...
-
Supply Chain Manager
3 weeks ago
Fort Collins, United States Numerica Corporation Full timeJob DescriptionJob DescriptionWe are seeking a Supply Chain Manager to manage key aspects of the supply chain for our best-in-class Spyglass radar product. You will be responsible for optimizing the supply chain system to be efficient and cost effective. Activities include: (i) planning and managing the supplier resources necessary to meet production...
-
Field Construction Manager
6 days ago
Fort Collins, United States Strobel Energy Group Full timeAs a Construction Manager you will ensure projects are delivered successfully and on time. You will collaborate with project managers, engineers, subcontractors, and other key departments to define project needs and oversee staff performance. You will be responsible for driving schedules and budgets, while setting high expectations among your teams for...
-
Reconstruction Project Manager
1 week ago
Fort Collins, United States Paul Davis Restoration of Fort Collins, CO Full timeJob DescriptionJob DescriptionBenefits:Dental insuranceHealth insurancePaid time offVision insuranceBASIC FUNCTIONS: Schedule and supervise all projects assigned to successful completionUNIQUE OPPORTUNITY FOR AN EXCEPTIONAL PERSON!The NEW Paul Davis Restoration of Fort Collins is looking for an Extraordinary Restoration Project Manager. Email Resume' and...