Senior Relationship Manager

Job Description: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 our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

Job SummaryWhat will you do? Senior Relationship Management (SRM) is a cross-product function for client coverage, accountable for the success of the global RBC relationship. Members of the SRM team act as account managers, RBC ambassadors and trusted advisors to clients spanning across the following sectors: banks, real money managers, hedge funds,...

Initiate and develop new deposit and commercial lending relationships and close sales of deposit services and loans. Actively partner with RM's and other EWB sales professionals in the Commercial Banking, Commercial Real Estate, Private Banking and Middle Market segments to acquire, expand and retain targeted customer relationships. Responsible for achieving...

Job SummaryWhat will you do? Senior Relationship Management (SRM) is a cross-product function for client coverage, accountable for the success of the global RBC relationship. Members of the SRM team act as account managers, RBC ambassadors and trusted advisors to clients spanning across the following sectors: banks, real money managers, hedge funds,...

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation- from SMB to Fortune 500 RIA...

Job DescriptionJob DescriptionPontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the...

Job DescriptionJob DescriptionCompany DescriptionFor more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundamentally comes down to our people. Here at IDB, you’ll work side by side with some of the most talented professionals in the industry who share a...

Job DescriptionJob DescriptionCompany DescriptionFor more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundamentally comes down to our people. Here at IDB, you’ll work side by side with some of the most talented professionals in the industry who share a...

This role involves managing relationships with ultra-high net worth clients within the Investment Management division. Responsibilities include supporting Relationship Managers and Family Office Specialists, serving as a primary contact for client needs, understanding client expectations, executing client service strategies, and building trust with key...

This role involves managing relationships with ultra-high net worth clients within the Investment Management division. Responsibilities include supporting Relationship Managers and Family Office Specialists, serving as a primary contact for client needs, understanding client expectations, executing client service strategies, and building trust with key...

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 our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates...

Summary: As a member of a Private Asset Management team within NB Private Wealth, the Senior Relationship Manager (SRM) is responsible for leading the overall relationship management strategy, approach, and execution across the PAM team direct business with an emphasis on the largest and most complex relationships, the highest potential relationships, and...

Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...

Job Description: 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 our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

Global Merchant and Network Services (GMNS) is the merchant network of American Express that acquires and maintains relationships with merchants that welcome American Express branded cards. Our goal is to be an indispensable payments partner to our merchants while simultaneously delivering differentiated products and services that meet or exceed their needs...

Initiate and develop new deposit and commercial lending relationships and close sales of deposit services and loans in Commercial Lending. Actively partner with RM's and other EWB sales professionals in the Commercial Banking, Private Banking and Middle Market segments to acquire, expand and retain targeted customer relationships. Responsible for achieving...

**Your opportunity**: Advisor Services, the leading provider of custodial, operational and trading support for independent fee-based investment advisors is looking for a sales person like you! Our heritage of serving advisors by bringing them the “best of Schwab,” our specialized expertise and our continued investment in their business is unparalleled....

Job DescriptionPosition Type :Full time Type Of Hire : Experienced (relevant combo of work and education)Education Desired :Bachelor's Degree Travel Percentage : 10 - 15%Job DescriptionAbout the role:As a Senior Relationship Manager, you will collaborate with the C-suite level of finance, legal, and technical groups with a global fintech environment with...

Description About this role A Relationship Management Associate’s primary function is to work alongside and in support of a Senior Relationship Manager. Together they are responsible for growing relationships with BlackRock’s largest and most important clients. The SRM/RMA teams seek opportunities to sell BlackRock’s products through scaled...

Global Merchant and Network Services (GMNS) is the merchant network of American Express that acquires and maintains relationships with merchants that welcome American Express branded cards. Our goal is to be an indispensable payments partner to our merchants while simultaneously delivering differentiated products and services that meet or exceed their...