Relationship Manager

3 weeks ago


San Mateo, California, United States Bank of America Full time
Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of Financial Advisors and Wealth Management Client Associates help clients pursue their life goals through a personal relationship with their advisory team committed to their needs.

Key Responsibilities:
  • Support the Financial Advisor team in developing and enhancing existing client relationships
  • Assist with client meetings related to investment strategy, account performance, new products, and market developments
  • Track client actions and activities to ensure high-level client service
  • Attend client review meetings to assist with relationship deepening conversations
  • Execute on the team service model, including engaging with specialists/partners to address client needs
Requirements:
  • Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses
  • SAFE ACT Registration
  • Form ADV-2B registration
  • Obtain and/or maintain at least one firm-approved designation
  • Demonstrated expertise and impact in at least two of the following specialized functions: Wealth Planning, Investment Management, Business Development, Business Management, and/or Relationship Management
Benefits:

This role is eligible to participate in a formulaic incentive plan and is currently benefits-eligible. We provide industry-leading benefits, access to paid time off, resources, and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.


  • Relationship Manager

    3 weeks ago


    San Mateo, California, United States Bank of America Full time

    Job Title: Relationship ManagerWe are seeking a skilled Relationship Manager to join our team at Bank of America. As a key member of our Financial Advisor team, you will play a critical role in developing and enhancing existing client relationships.Key Responsibilities:Serve as a key point of contact for clients on non-administrative requests and...

  • Relationship Manager

    1 month ago


    San Mateo, California, United States Bank of America Full time

    Job Title: Relationship ManagerWe are seeking a skilled Relationship Manager to join our team at Bank of America. As a key member of our Financial Advisor team, you will play a critical role in developing and enhancing existing client relationships.Key Responsibilities:Serve as a key point of contact for clients on non-administrative requests and...

  • Relationship Manager

    3 weeks ago


    San Mateo, California, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of...

  • Relationship Manager

    3 weeks ago


    San Mateo, California, United States Bank of America Full time

    Job SummaryMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of...


  • San Mateo, California, United States Community Overcoming Relationship Abuse Full time

    Clinical Case Manager Job DescriptionCommunity Overcoming Relationship Abuse (CORA) is seeking a skilled Clinical Case Manager to provide trauma-informed clinical case management for participants in the Families with 0-5 Family-Centered Mental Health Program. Job SummaryThis full-time position will provide trauma-informed clinical case management for...

  • Clinical Case Manager

    3 weeks ago


    San Mateo, California, United States Community Overcoming Relationship Abuse Full time

    Job Title:Clinical Case ManagerJob Summary:Community Overcoming Relationship Abuse (CORA) is seeking a highly skilled Clinical Case Manager to provide trauma-informed clinical case management services to families with children 0-5 years old. The ideal candidate will have experience working with domestic violence survivors and their children, and will be able...


  • San Mateo, California, United States Citigroup Inc Full time

    Job DescriptionJob Title: Wealth Relationship ManagerJob Summary: We are seeking a highly skilled Wealth Relationship Manager to join our team at Citigroup Inc. As a key member of our Private Client Coverage group, you will be responsible for building and maintaining relationships with high net worth clients, providing them with personalized financial...


  • San Mateo, California, United States Unavailable Full time

    Unlock Your Potential as a Business Relationship ManagerAt East West Bank, we're committed to helping our customers achieve their financial goals. As a Business Relationship Manager, you'll play a key role in delivering exceptional service and building long-lasting relationships with our clients.Key Responsibilities:Develop and implement customer-centric...


  • San Mateo, California, United States Heritage Bank of Commerce Full time

    Job SummaryThe VP/Relationship Manager will serve as the primary advisor for our business clients, focusing on building and developing relationships. This role involves examining, evaluating, and recommending approval of client applications for various bank products, including commercial lines of credit, term loans, letters of credit, real estate loans, and...


  • San Mateo, California, United States Heritage Bank of Commerce Full time

    Job SummaryThe VP/Relationship Manager will serve as the primary advisor for our business clients, focusing on building and developing relationships. This role involves examining, evaluating, and recommending approval of client applications for various bank products, including commercial lines of credit, term loans, letters of credit, real estate loans, and...


  • San Mateo, California, United States Citigroup Inc Full time

    Job SummaryWe are seeking a highly skilled Wealth Relationship Manager to join our team at Citigroup Inc. The successful candidate will be responsible for identifying, building, and deepening relationships with affluent and high net worth clients to gain incremental wallet share.Key ResponsibilitiesAnticipate complex financial needs of clients and offer...

  • Clinical Case Manager

    2 weeks ago


    San Mateo, California, United States Community Overcoming Relationship Abuse Full time

    Job SummaryCORAL seeks a skilled Clinical Case Manager to provide trauma-informed clinical case management for participants in the Families with 0-5 Family-Centered Mental Health Program.Key ResponsibilitiesConduct case management intakes, screening, assessments, and crisis case management for family survivors of domestic violence.Provide administrative...

  • Clinical Case Manager

    2 weeks ago


    San Mateo, California, United States Community Overcoming Relationship Abuse Full time

    Job Summary:CORA, a leading agency in San Mateo County, seeks a highly skilled Clinical Case Manager to provide trauma-informed services for families with children 0-5 years old. As a key member of our mental health team, you will work closely with clients, community service providers, and the clinical therapy team to ensure comprehensive support and...


  • San Mateo, California, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled Business Banking Relationship Manager to join our team at BMO Financial Group. As a key member of our business banking team, you will be responsible for providing technical expertise and advisory support to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide proactive...


  • San Mateo, California, United States Community Overcoming Relationship Abuse Full time

    Job Title: Building Maintenance AssistantCommunity Overcoming Relationship Abuse (CORA) is seeking a highly skilled and detail-oriented Building Maintenance Assistant to join our team. The successful candidate will be responsible for ensuring the smooth operation of our facilities, providing excellent maintenance and repair services, and promoting a safe and...


  • San Mateo, California, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled Business Banking Relationship Manager to join our team at BMO Financial Group. As a key member of our business banking team, you will be responsible for providing technical expertise and advisory support to our clients, helping them achieve their business goals and objectives.Key Responsibilities:Provide proactive...


  • San Mateo, California, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled Business Banking Relationship Manager to join our team at BMO Financial Group. As a key member of our business banking team, you will be responsible for providing technical expertise and advisory support to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide proactive...


  • San Mateo, California, United States Community Overcoming Relationship Abuse Full time

    Job Title: Clinical and Administrative SupervisorCORA is seeking a highly skilled and experienced Clinical and Administrative Supervisor to join our Mental Health team. As a key member of our supervisory team, you will provide clinical and administrative supervision to clinicians, ensuring the highest level of care and support for our...

  • Relationship Banker

    3 weeks ago


    San Mateo, California, United States Bank of America Full time

    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.As a Relationship Banker, you will play a key role in building and maintaining...


  • San Mateo, California, United States CORA - Community Overcoming Relationship Abuse Full time

    About the RoleCORA - Community Overcoming Relationship Abuse is seeking a skilled Maintenance Supervisor to oversee facilities-related items and safety concerns for four sites in San Mateo County. As the main point of contact for all facilities-related issues, you will be responsible for ensuring that our buildings are safe, well-maintained, and meet the...