Relationship Manager

**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....

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...

My client is a an innovative FinTech firm that has been around for 20+ years specializing in helping clients with advancing their OMS/EMS trading capabilities with their Multi-asset trading platform. There are seeking an individual with strong OMS/EMS experience, have worked with traders, and achieved an up-sell quota goal. The Relationship Manager position...

My client is a an innovative FinTech firm that has been around for 20+ years specializing in helping clients with advancing their OMS/EMS trading capabilities with their Multi-asset trading platform. There are seeking an individual with strong OMS/EMS experience, have worked with traders, and achieved an up-sell quota goal. The Relationship Manager position...

Relationship Manager, NYCPrepare credit proposals for syndicated & bilateral corporate loans & loans secured by bank head office in ChinaPerform credit analysis for customers' financial service needs including maintaining customer databases & relevant documentation to facilitate accurate & efficient execution of loansProcess assigned syndicated & bilateral...

Under general supervision The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients are able to avail themselves of the full range of investment solutions avai Relationship Manager, Client Relations, Relationship, Manager, Research Analyst, Client, Business Services

Overview: **RELATIONSHIP MANAGER** **WHAT IS THE OPPORTUNITY?** Develops and manages relationships with clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship profitability...

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 DescriptionJob DescriptionSenior Relationship ManagerNationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, SeattleOur client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has...

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 our...

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...

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...

Marsh Advisory's Consulting Solutions team helps you continually uncover insight into the most pressing business risks — and build roadmaps for better outcomes. Our team works closely and collaboratively with you to implement changes that impact financial improvement, helping you manage volatility while enhancing your risk management culture and,...

**Summary** Under general supervision The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients are able to avail themselves of the full range of investment solutions available to them through Stifel. **Essential Duties & Responsibilities** - Develop in-depth...

Client Relationship Manager - InsuranceLocation: New JerseyAbout CognizantCognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our industry-based, consultative approach helps companies evolve into modern businesses. By leading clients in using technologies crucial to...

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...

At over 45 years old and counting, B&H has built a reputation as the trusted resource for photography and videography enthusiasts via its NYC SuperStore and its award-winning website. Long known as "The Professionals Source", B&H is recognized by savvy consumers worldwide for its honest, knowledgeable guidance, expert tips and articles and always-great...

Join Our Team as a Sales Manager - Work from Anywhere! Are you an experienced and motivated individual looking to elevate your career in customer service and sales management? Look no further! We are currently seeking a dynamic Manager to join our remote team and be a driving force in our success. • Work from Anywhere: Embrace the freedom of a flexible...