Relationship Manager

2 weeks ago


los angeles, United States International Search Consultants Full time

**About the Company:**

Our client is a fast-growing RIA based in Los Angeles, CA specializing in providing tailored investment management services to private clients, including high-net-worth individuals and trusts, and overseeing three fixed-income funds. Additionally, the firm offers discretionary fixed-income investment management through its affiliated Trust company.


**About the Role:**

The Relationship Manager plays a key role in enhancing the client experience and maintaining strong client relationships. This highly motivated individual will work directly with high-net-worth clients, acting as the primary point of contact for most client inquiries and interactions. The role involves close collaboration with the portfolio management team and requires a detail-oriented individual with excellent interpersonal skills. The Relationship Manager will oversee the day-to-day operations of client accounts and help grow the business through both client service and business development efforts.


**Ideal Candidate Profile:**

- Strong interpersonal communication skills.

- Exceptional attention to detail and ability to work independently.

- Proactive approach to client service with high energy and a customer-focused mindset.

- Professional demeanor with the ability to excel both individually and in a collaborative, team-oriented environment.

- Excellent verbal and written communication abilities.

- High integrity, empathy, and an entrepreneurial mindset.


**Education & Skills:**

- Bachelor’s degree from an accredited university.

- Series 7 and Series 66 licenses are required.

- CFP certification is preferred or a willingness to obtain it.

- Proficient in Microsoft Office, particularly Excel and PowerPoint.

- Familiarity with Schwab and Fidelity platforms.

- Experience with Addepar is a plus (but not required).


  • Relationship Manager

    4 hours ago


    Los Angeles, United States Citizens Business Bank Full time

    Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. SUMMARY The Relationship Manager is responsible for developing and managing a portfolio of Commercial and/or Commercial Real Estate clients that lead to commercial and/or commercial real estate loans (Non-Owner...

  • Relationship Manager

    2 weeks ago


    Los Angeles, United States International Search Consultants Full time

    **About the Company:**Our client is a fast-growing RIA based in Los Angeles, CA specializing in providing tailored investment management services to private clients, including high-net-worth individuals and trusts, and overseeing three fixed-income funds. Additionally, the firm offers discretionary fixed-income investment management through its affiliated...

  • Relationship Manager

    2 weeks ago


    los angeles, United States International Search Consultants Full time

    **About the Company:**Our client is a fast-growing RIA based in Los Angeles, CA specializing in providing tailored investment management services to private clients, including high-net-worth individuals and trusts, and overseeing three fixed-income funds. Additionally, the firm offers discretionary fixed-income investment management through its affiliated...

  • Relationship Manager

    3 hours ago


    Los Angeles, United States Ascent Developer Solutions Full time

    About Ascent. Ascent Developer Solutions is a leading private lending platform, serving real estate developers nationwide in the acquisition, renovation, and construction of residential real estate. Founded by a leadership team with a deep understanding and personal experience in virtually every facet of real estate development, Ascent is uniquely positioned...


  • Los Angeles, United States America's Pharmacy Group, LLC Full time

    Whether you are working in a Pharmacy looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, Healthcare Marketing Group, LLC is a great opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You...


  • Los Angeles, United States Maxwon LLC Full time

    Job Description: Maxwon LLC is seeking an ambitious and driven Client Relationship Manager to join our team. In this role you will be responsible for establishing new client relationships and ensuring client satisfaction. The best part We provide you with a list of potential clients who need to be contacted. This is a 100% commissionbased role with...


  • Los Angeles, United States Coatue Management L.L.C. Full time

    The Head of Strategic Relationship Management will lead the team responsible for managing Mercury’s highest-value accounts. This senior leader will design and implement strategies to deepen relationships with Mercury’s most significant customers, providing structure and vision for the team as they support companies scaling rapidly. This role requires a...


  • Los Angeles, California, United States Kosas Full time

    Kosas is a clean beauty company that offers innovative, effective makeup solutions for all skin types. As a Customer & Community Experience Associate, you will be responsible for delivering exceptional customer experiences and building strong relationships with customers through various communication channels.About the Role:Be a key point of contact for...


  • Los Angeles, California, United States City National Bank Full time

    Job SummaryWe are seeking an experienced Commercial Lending Relationship Manager to join our team at City National Bank.About UsCity National Bank is a leading financial institution headquartered in Los Angeles, providing personalized banking and investment services to select markets across the United States. With $92.03 billion in assets as of April 30,...


  • Los Angeles, California, United States Novo Nordisk Full time

    Role OverviewWe are seeking a highly skilled Senior Rare Disease Relationship Manager to join our team at Novo Nordisk. As a key member of our organization, you will be responsible for establishing and managing relationships with key patient organizations, including local chapters of the National Hemophilia Foundation and Hemophilia Federation of America...

  • Relationship Banker

    4 weeks ago


    Los Angeles, United States comerica Full time

    Relationship BankerWhat we can offer you:Career Growth - promotional opportunitiesIncentive program based on performancePaid Time Off (PTO), Paid Holidays for Full Time/Part Time EmployeesHealth, Dental, Vision, 401k match and Life InsuranceEmployee Assistance ProgramTuition Assistance Program (Full Time)Financial Coaching and Benefit GuidanceFloating...

  • Relationship Banker

    4 weeks ago


    Los Angeles, United States comerica Full time

    Relationship BankerWhat we can offer you:Career Growth - promotional opportunitiesIncentive program based on performancePaid Time Off (PTO), Paid Holidays for Full Time/Part Time EmployeesHealth, Dental, Vision, 401k match and Life InsuranceEmployee Assistance ProgramTuition Assistance Program (Full Time)Financial Coaching and Benefit GuidanceFloating...


  • Los Angeles, California, United States THE BANK OF NEW YORK MELLON CORPORATION Full time

    Empowering Financial Futures At THE BANK OF NEW YORK MELLON CORPORATION, we're committed to helping high net worth individuals and families achieve their long-term financial goals. As a leading wealth management institution, our expertise spans asset management, custody, and banking services, enabling us to provide comprehensive solutions tailored to our...


  • los angeles, United States The AEON Group, LLC Full time

    Position: IT Business Relationship Manager (BRM)Department: Information TechnologyIndustry: Public Transportation (Metro, Bus, Train)Location: Los AngelesEmployment Type: Full-Time contractorJob Summary:The IT Business Relationship Manager (BRM) acts as a strategic interface between IT andbusiness units within public transportation (metro, bus, train),...


  • los angeles, United States The AEON Group, LLC Full time

    Position: IT Business Relationship Manager (BRM)Department: Information TechnologyIndustry: Public Transportation (Metro, Bus, Train)Location: Los AngelesEmployment Type: Full-Time contractorJob Summary:The IT Business Relationship Manager (BRM) acts as a strategic interface between IT andbusiness units within public transportation (metro, bus, train),...


  • Los Angeles, United States The AEON Group, LLC Full time

    Position: IT Business Relationship Manager (BRM)Department: Information TechnologyIndustry: Public Transportation (Metro, Bus, Train)Location: Los AngelesEmployment Type: Full-Time contractorJob Summary:The IT Business Relationship Manager (BRM) acts as a strategic interface between IT andbusiness units within public transportation (metro, bus, train),...


  • Los Angeles, California, United States Internet Brands Full time

    **Company Overview:**At Internet Brands, we are a fully integrated online media and software services organization focused on four high-value vertical categories: Health, Automotive, Legal, and Home/Travel. Our award-winning consumer websites lead their categories and serve more than 250 million monthly visitors.We have an exciting opportunity for an...


  • Los Angeles, California, United States BankTalent HQ Full time

    At BankTalent HQ, we're seeking an experienced Commercial Banking Relationship Manager to join our team. This role requires a proven track record in commercial lending, credit analysis, and relationship building.Job OverviewWe are a premier California-focused financial services company dedicated to serving our communities, families, and businesses. With over...


  • Los Angeles, California, United States Fresno First Bank Full time

    About the PositionThe Relationship Manager, Southern California is responsible for developing new and existing commercial lending and deposit relationships for a specific market of small to medium size businesses and business professionals. In addition, the Relationship Manager is responsible for attaining established individual, department, and Bank goals...


  • Los Angeles, California, United States First Citizens Full time

    Company OverviewThis is a hybrid role, with the expectation that time working will take place inside and outside of a company office. The Sr Portfolio & Relationship Manager plays a crucial role in driving business growth by acquiring, expanding, and retaining client relationships across various sectors.Salary: The base pay for this position is generally...