Relationship Manager
3 weeks ago
Relationship ManagerJob Category: Stephens Invest Mgmt GrpRequisition Number: RELAT002942Full-TimeOn-siteHouston, TX 77046, USADescriptionESSENTIAL DUTIES AND RESPONSIBILITIESMaintain existing relationships by providing SIMG updates and information to Institutional Consultants, RIA and other relationships on a regular basis.Helps identify new business opportunities, upcoming product searches, and works closely with sales team members to further develop these opportunities.Ensure client servicing needs are met by providing monthly, quarterly and other reporting needs based on the client's requirements. Compile and verify accuracy of client reports, ensure all reporting requirements and investment guidelines are met, deliver client reporting statements in a timely manner and in the client's preferred format.Assist with the creation, maintenance and distribution of marketing materials for separately managed accounts including commentaries, fact sheets, brochures, PowerPoint, etc. Assist with the compilation and formatting of all information contained therein.Manages the process for developing and optimizing our marketing message and brand identity, including ways to improve our digital presence in social media to widen our reach.Understand SIMG's investment strategies in detail (philosophy/process) in order to speak to clients and prospect relationships about the investment services offered by SIMG.Assist in production Requests for Proposals, Requests for Information, Due Diligence Questionnaires and industry databases.Performs various competitor and product landscape research.Plans and executes certain communications, due diligence (onsite and offsite) as required.Manages the digital marketing calendar ensuring a cadence of communication.Work with SIMG specific systems and software to generate reports and provide analysis, reporting and marketing of SIMG products.Performs other duties as assigned by management.EDUCATION AND/OR EXPERIENCEBachelor's degree in a related field.Minimum of three years of related experience and/or training.Equivalent combination of education and experience.Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Relationship Manager
2 weeks ago
Houston, United States East West Bancorp Full timeRelationship BankerWe are seeking a highly experienced and results-driven Relationship Banker to join our Commercial Banking team in Houston, Texas. This role is responsible for managing and expanding a portfolio of middle-market and large business clients, delivering customized financial solutions to support their growth, operations, and strategic...
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Relationship Manager
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Houston, United States Associated Bank Full timeCommercial Relationship ManagerAt Associated Bank, we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.This position will manage...
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Relationship Manager
2 days ago
Houston, United States Hanmi Bank Full timeSUMMARY The Relationship Manager ("RM") is responsible for managing and developing a portfolio of new and expanding existing productive and profitable relationship with clients with emphasis on business and industrial companies ranging from complex credits to deposit only relationships through external business development calls and referrals. The RM is...
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Relationship Manager
2 days ago
Houston, United States Unavailable Full timeIntroduction Since 1973, East West Bank has served as a pathway to success. With over 110 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...
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Relationship Manager
2 days ago
Houston, United States East West Bank Full timeIntroduction Since 1973, East West Bank has served as a pathway to success. With over 110 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...
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Relationship Manager
2 weeks ago
Houston, TX, United States Unavailable Full timeIntroduction Since 1973, East West Bank has served as a pathway to success. With over 110 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...
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Relationship Manager
1 week ago
Houston, TX, United States Unavailable Full timeIntroduction Since 1973, East West Bank has served as a pathway to success. With over 110 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...
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Relationship Manager
21 hours ago
Houston, TX, United States East West Bank Full timeIntroduction Since 1973, East West Bank has served as a pathway to success. With over 110 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...
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Business Relationship Manager
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Houston, United States East West Bancorp Full timeBusiness Relationship ManagerBeing the next generation Business Relationship Manager at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.As a Business Relationship Manager, you will play a key role in:Improving the lives...
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Pharmacy Relationship Manager
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Houston, United States America's Pharmacy Group, LLC Full timeWhether you are working in a Pharmacy, a seasoned healthcare sales expert, or aspiring to break into the Medical Sales industry, Healthcare Marketing Group, LLC provides an excellent opportunity for you.As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change...
