Relationship Manager

Job Title: Senior Relationship ManagerDescription:We are seeking a Senior Relationship Manager to join our team at ClifyX. As a key member of our Leadership Team, you will be responsible for generating a qualified Opportunity Pipeline through proactive connects, market research, and account mining. Your key responsibilities will include pro sales and deal...

About the Role:This position plays a vital role in supporting the success of Financial Advisors by providing exceptional client service and expertise. If you have a passion for building strong relationships and delivering tailored solutions, we encourage you to apply.Job Overview:The Client Relationship Manager is responsible for serving as the primary point...

Avidbank is a commercial bank based in Silicon Valley, serving the San Francisco Bay area and beyond. We are a responsive business bank, providing tailored financial solutions to our clients.We are advocates for our clients, specializing in providing innovative banking products and supportive services that exceed their expectations.Our team is responsible...

Description We are seeking an experienced Director of Product Management to lead the development and optimization of First Tech’s Customer Relationship Management platform. In this key leadership role, you will oversee the CRM product management team and lead product strategy and roadmap definition and execution ensuring alignment with business goals and...

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 Occupied), deposits and other banking products offered by the Bank. The Relationship Manager must assist with the management of the Department sales...

We are advancing AI to power the future of medicine. At Unlearn, our purpose is to advance artificial intelligence (AI) to eliminate trial and error in medicine.We are innovating advanced machine learning methods to leverage generative AI in forecasting patient outcomes, starting with the domain of clinical trials.We produce AI-generated digital twins of...

California Bank & Trust is looking for aCommercial Banking Relationship Manager to join our team in Walnut Creek, CA and San Francisco, CA. Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each...

Job SummaryThe Wealth Relationship Manager is a seasoned professional role at Citi. This position requires a deep understanding of financial planning and excellent relationship-building skills to identify, build, and deepen relationships with affluent and high net worth clients.Key ResponsibilitiesAnticipate complex financial needs of clients and offer...

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...

About UnlimitUnlimit is a global fintech company founded in 2009, with 16 offices worldwide and over 500 employees. We offer a diverse portfolio of financial services, including acquiring and banking as a service.Our mission is to provide stability in the ever-changing financial landscape and enable our customers to be prepared for the future. We strive to...

WE'RE HIRING! If you love data and are looking for unlimited growth opportunities, we want to talk with you about joining Further. Further is a data, cloud, and AI company whose focus is helping companies turn raw data into the right decisions. We have an award winning culture of extraordinary people. Our purpose is to enable people to thrive so that...

We are seeking a skilled Client Relationship Manager to join our team at Ernest Packaging Solutions. As a Client Relationship Manager, you will be responsible for maintaining and developing our existing client relationships, as well as identifying and pursuing new business opportunities.Responsibilities:Develop and maintain a strong network of client...

Private Wealth Relationship ManagerSan Francisco, CaliforniaJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education,...

Job Title: Commercial Banking Relationship ManagerJob Summary:We are seeking a highly skilled Commercial Banking Relationship Manager to join our team at Southside Bank. As a Commercial Banking Relationship Manager, you will be responsible for providing commercial lending activities in compliance with our bank's policies and procedures. You will generate new...

Position Title: Commercial Relationship Manager Exempt Status: Exempt, Full Time Reports to: CLO, Commercial Lending Manager, or Regional President Branch: San Augustine Full-time Benefits: Medical, Prescription Drugs, Dental, and Vision Insurance Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment 401(k) with a...

Ernest is currently in search of a Client Relationship Manager for our territory located near San Luis Obispo, CA. This is a full time position that offers a competitive base salary, commissions, bonuses, along with benefits and a wonderful company culture.For over 75 years, Ernest has been committed to the success of our extended family, our customers, our...

About the RoleWe are seeking a highly skilled and dedicated Client Service Director II to join our team at Gallagher. As a key member of our Client Service team, you will be responsible for delivering exceptional service to our clients and driving business growth.Key ResponsibilitiesManage a portfolio of client accounts and develop strategic plans to enhance...

About this role:As a Senior Premier Relationship Manager at Bank of Montreal, you will be responsible for managing and growing an assigned portfolio of mass affluent clients. This role involves building strong relationships with clients, understanding their financial needs and goals, and providing personalized attention to deliver a differentiated...

Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citro n, Dodge, DS Automobiles, Fiat, Jeep , Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys. Our exciting growth provides opportunities to...

SRG Stairs Job DescriptionSRG Stairs, a leading provider of construction services, is seeking a highly skilled Account Manager to join our team. As a key member of our sales team, this professional will play a crucial role in cultivating and managing new customer relationships, driving revenue growth, and supporting our expanding operations in the San...