Relationship Manager
7 days ago
Relationship Manager - Wealth Management Kforce’s client, a prestigious financial services firm, is seeking a Relationship Manager for its award-winning private wealth management team in San Francisco, CA. The Relationship Manager will develop, maintain, and oversee relationships with new and existing clients, using the firm’s resources to help clients realize their financial goals. In collaboration with the Financial Advisor Team, the role involves assessing clients’ circumstances and objectives to provide strategic investment consulting. The manager will have access to a full range of wealth‑building, managing, and preserving services offered to the advisor teams’ clients. This role does not require prospecting and will work with an existing book of business. The firm offers excellent benefits and advancement opportunities. Base Pay Range: $120,000.00/yr – $135,000.00/yr Responsibilities Advise clients in accordance with the team’s agreed-upon strategy. Analyze investment opportunities and client needs, and recommend appropriate strategies. Maintain and develop client relationships by creating strategies to meet their financial goals through financial planning and wealth management. Prepare and deliver presentations or seminars to clients and prospects for business development purposes as needed. Comply with all industry rules and regulations. Requirements Bachelor’s degree or comparable professional certification required. Active Series 7 and 63 licenses, and must maintain investment adviser representative (RA) registration where required, in the state of business and any other state(s) where a physical place of business exists; additional product licenses may be required. 5+ years of business experience in a financial advisor or relationship manager or related role within financial services, with experience communicating directly with clients. 5+ years of FINRA registration experience preferred. Extensive knowledge of the financial industry and product offerings. Experience communicating directly with clients regarding money management. Excellent written and oral communication skills. Compensation and Benefits: Salary is paid in the ordinary course of business; benefits include medical, dental, and vision insurance, HSA, FSA, 401(k), and life, disability, and ADI insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave. Note: Pay is not considered compensation until it is earned, vested, and determinable. The amount and availability of any compensation remains Kforce’s sole discretion unless and until paid and may be modified in accordance with the law. This job is not eligible for bonuses, incentives, or commissions. Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status. #J-18808-Ljbffr
-
Relationship Manager
3 weeks ago
San Francisco, United States CIBC US Full timeJoin to apply for the Relationship Manager role at CIBC US. We’re building a relationship‑oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and ambitions, so you are empowered at work. Our team members have what they need to make a...
-
Relationship Manager
2 weeks ago
San Francisco, United States Cibc Full timeRelationship ManagerWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for...
-
Relationship Manager
4 days ago
San Francisco, California, United States Fidelity Investments Full time $61,000 - $80,000Job Description:Relationship ManagerAs a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and...
-
Relationship Manager
4 days ago
San Francisco, United States San Francisco Staffing Full timeRelationship ManagerWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for...
-
Relationship Manager
22 hours ago
San Francisco, United States East West Bank Full timeOverview East West Bank is looking for a Commercial Banking Relationship Manager. This role is to champion commercial banking business activities in the commercial banking segment with an aim to deepen and broaden relationships. Qualified individual must work well within a team environment, be a self-starter and collaborates closely with internal partners to...
-
Relationship Manager
2 weeks ago
San Francisco, CA, 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...
-
Relationship Manager
2 weeks ago
San Francisco, California, United States East West Bank Full timeIntroductionSince 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...
-
Relationship Manager
2 weeks ago
San Francisco, United States Mercury Full timeRelationship ManagerWe're looking for a Relationship Manager to work with some of the most exciting early-stage startups in the world. You'll be part of the team that introduces founders to Mercury, helps them adopt our core financial products, and ensures their first experience with us is seamless and impactful.This role is ideal for someone who thrives in...
-
Relationship Manager
6 days ago
San Francisco, California, United States comerica Full time $123,125 - $210,625Relationship Manager, Business BankingThe Relationship Manager role will be responsible for new business development, portfolio management and underwriting to support the needs of the group. This role will focus on clients that typically have an annual revenue between $1MM and $30MM.What we can offer youComerica Funded Retirement Plan and 401(K) MatchingPaid...
-
Relationship Manager
4 weeks ago
San Francisco, United States Russell Tobin Full timeFinancial and Professional Services Associate @Russell Tobin | Connecting Talent to Companies Overview The Investment Consultant – Relationship Manager is a key member of a Financial Advisor (FA) or Private Wealth Advisor (PWA) team. This role is responsible for developing, maintaining, and overseeing relationships with both new and existing clients. Key...
