Relationship Manager
2 weeks ago
We 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:
- 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.
Requirements
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
3 weeks 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
2 months 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
2 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: ...
-
Middle Market Relationship Manager III
5 days ago
Fort Collins, United States Umpqua Bank Full timeAbout the Role : Serves as the key banking relationship manager for assigned middle market client relationships. Accountable for prospecting new business and working with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor" role, engaging in dialogue with Executive-level client contacts to assess holistic banking needs and...
-
Relationship Banker
5 days ago
Fort Collins, United States First Technology Federal Credit Union Full timeDescription The Relationship Banker processes routine financial transactions for members in the Branch, as well as follow up activities by phone and email. The Relationship Banker is focused on building strong relationships with new and existing members. Here's what you can expect from the job and what you need to be successful: Job duties: Process routine...
-
Relationship Banker
5 days ago
Fort Collins, United States First Tech Federal Credit Union Full timeDescription The Relationship Banker processes routine financial transactions for members in the Branch, as well as follow up activities by phone and email. The Relationship Banker is focused on building strong relationships with new and existing members. Here's what you can expect from the job and what you need to be successful: Job duties: Process routine...
-
Customer Relationship Manager
5 days ago
Fort Pierce, United States ADVENTUS LABORATORY SOLUTIONS LLC Full timeAdventus Laboratory Solutions, LLC is an industry leading, full-service clinical laboratory. We deliver quality service and efficient results for molecular genetics, blood testing and toxicology. At Adventus Laboratory Solutions, LLC our greatest asset is our people. We offer a friendly environment, competitive wages and a benefits package. We are in...
-
Carrier Relationship Manager
4 days ago
Fort Lauderdale, United States FirstEnroll, LLC Full timeJob DescriptionJob DescriptionSalary: Carrier Relationship ManagerJob DescriptionWe are looking for a highly skilled and proactive professional to join us as Carrier Relationship Manager!As a critical team member, you will develop and manage strong relationships with our carrier partners. From identifying new carrier partnerships to negotiating contracts...
-
Relationship Manager
3 weeks 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
-
Customer Relationship Manager
4 days ago
Fort Pierce, United States ADVENTUS LABORATORY SOLUTIONS LLC Full timeJob DescriptionJob DescriptionAdventus Laboratory Solutions, LLC is an industry leading, full-service clinical laboratory. We deliver quality service and efficient results for molecular genetics, blood testing and toxicology.At Adventus Laboratory Solutions, LLC our greatest asset is our people. We offer a friendly environment, competitive wages and a...
-
Client Relationship Manager
1 month 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
2 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...
-
Commercial Relationship Manager IV
1 month 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...
-
Commercial Relationship Manager IV
3 days 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...
-
Senior Relationship Manager Director
1 week ago
Fort Worth, United States Cadence Bank Full timePrimary Purpose: The Sr Relationship Manager develops and manages an individual loan portfolio and provides mentorship and guidance to junior team members. The position will lead the credit process with its support team, will partner with the credit team to deliver the appropriate credit solutions and will consult with various business partners to create a...
-
Merchant Services Relationship Manager
1 month ago
Fort Worth, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** You are a strategic thinker, passionate about delivering solutions to clients. You have found the right team. As a Relationship Manager, you will be responsible for a select portfolio of large corporate clients. You will partner closely with the firm-wide bank coverage team, including JPMorgan Payments Treasury Services. You will be...
-
Property Manager
2 weeks ago
Fort Collins, United States Guardian Storage Development I Full timeJob DescriptionJob DescriptionDescription:Property ManagerGuardian Storage is a locally owned self-storage company that has been in business for over 30 years. We are known for exceptional customer service and immaculate, high-quality properties. We take pride in our positive company culture and have earned Top Workplace recognition the last two years in a...
-
Corporate Banking Relationship Manager III
4 days ago
Fort Lauderdale, United States Amerantbank Full timeJob DescriptionJob DescriptionThe Corporate Banking Relationship Manager III maximizes share of wallet and products penetration. Promotes and Cross-sells products and services with the objective of servicing, maintaining, developing new relationships, increasing bank revenues and identifying current and potential business opportunities for the...
-
Corporate Banking Relationship Manager III
4 days ago
Fort Lauderdale, United States Amerant Bank Full timeThe Corporate Banking Relationship Manager III maximizes share of wallet and products penetration. Promotes and Cross-sells products and services with the objective of servicing, maintaining, developing new relationships, increasing bank revenues and identifying current and potential business opportunities for the Bank.Responsibilities:Promote and...
-
Corporate Banking Relationship Manager III
3 days ago
Fort Lauderdale, United States Amerant Bank Full timeThe Corporate Banking Relationship Manager III maximizes share of wallet and products penetration. Promotes and Cross-sells products and services with the objective of servicing, maintaining, developing new relationships, increasing bank revenues and identifying current and potential business opportunities for the Bank.Responsibilities:Promote and...