- Bank of America (Los Angeles, CA)
- Private Wealth Client Relationship Manager Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... **Position Overview:** There is an immediate opening for a Merrill Private Wealth Client Relationship Manager . The ideal candidate is a team player and… more
- Cognizant (Costa Mesa, CA)
- …revenue, and margin. Cognizant Technology Solutions is currently seeking a highly skilled ** Client Relationship Manager ** who will be responsible for a ... **Overview** Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner… more
- Charles Schwab (Seal Beach, CA)
- …role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager , both of whom you ... the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for… more
- Bank of America (Los Angeles, CA)
- …** (MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) ... Merrill Market Supervision Manager Los Angeles, California **Job Description:** Merrill Wealth...+ Business Acumen + Collaboration + Oral Communications + Relationship Building + Business Operations Management + Client… more
- Thrivent Financial (Costa Mesa, CA)
- …the phone so that the clients feel valued + Oversee the client relationship management system. + Project manager for all Thrivent community and marketing ... Summary As a Relationship Manager , you will be responsible for building and maintaining strong relationships with our clients, understanding their needs, and… more
- Raymond James Financial, Inc. (Pasadena, CA)
- …structure, policies, mission, strategies, and compliance guidelines. **Skill in** + Operating client relationship manager system and other required software ... Advisors for success. In conjunction with a Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial... service. + Manages the full scope of a client relationship by evaluating the client… more
- Broadcom (Los Angeles, CA)
- …project outcomes and client retention. Key responsibilities of the Engagement Manager : + ** Client Relationship Management:** Establish and nurture strong ... before you apply.** **Job Description:** The Technical Consulting Engagement Manager is primarily responsible for building and maintaining strong relationships… more
- Citigroup (Downey, CA)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- City National Bank (Los Angeles, CA)
- …and analytics used to support the decision are accurate and calculated correctly. * Attends client meetings at Relationship Manager , Team Manager , or ... financial materials and resources. * Provides balanced and appropriate credit guidance to Relationship Manager and Manager and collaborates in determining… more
- City National Bank (Los Angeles, CA)
- …Line Lending Officer and collaborates in determining the appropriate strategy. * Attends client meetings at Relationship Manager or the Chief Business ... toward development and implementation of Action Plans. Escalates potential credit issues to Relationship Manager and the Chief Business Line Lending Officer *… more
- Stantec (Los Angeles, CA)
- …understand the levels of the decision-making responsibilities of the role as a Sr. Project Manager . + Maintain client relationship . + Lead the client ... Sr. Architectural Project Manager - Federal - ( 2400039P ) **Description**...the project to successfully deliver the project to the client . + Keep the Principal in Charge informed of… more
- Deloitte (Costa Mesa, CA)
- …'s organization. Recruiting for this role ends on May 31, 2025 As the Client Relationship Executive, you will: + Build trusted advisor relationships with key ... and develop strategic relationships within the National Reconnaissance Office (NRO) Client Business Unit. Candidates should have strong relationship management… more
- PNC (Los Angeles, CA)
- …opportunity to contribute to the company's success. As a Managing Director - Sr Relationship Manager - C&IB (F) within PNC's Public Finance organization, you ... certifications/licensures needed to be successful in this position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk… more
- City National Bank (Irvine, CA)
- * RELATIONSHIP MANAGER BUSINESS BANKING SR* *Irvine, CA* WHAT IS THE OPPORTUNITY? Develops and manages relationships with business banking clients in the assigned ... and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client... Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business… more
- BMO Financial Group (Anaheim, CA)
- …by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio ... solutions, including checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: + Serve as the customers'… more
- JPMorgan Chase (Los Angeles, CA)
- …relationships, and providing support to your team and clients, then a role as a Business Relationship Manager Area Manager is for you. As an Area Manager ... developing new deposit, cash management, and credit business while focusing on relationship -building, client experience, and risk management + Manage performance… more
- City National Bank (Woodland Hills, CA)
- * RELATIONSHIP MANAGER SENIOR* *Woodland Hills Branch* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be ... Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Client Centricity & Relationship Management - to understand a client 's realities and… more
- SMBC (Los Angeles, CA)
- …partners to enhance client relationships. Acting as a "trusted advisor," the Relationship Manager engages in executive-level client contacts to assess ... SUMMARY** As part of the Diversified Industries vertical, the Relationship Manager will be pivotal in managing...and credit and credit quality skills. * Confirmed superior client relationship and internal partnering skills. Ability… more
- JPMorgan Chase (Irvine, CA)
- …and providing financial advice to Not-for-Profit clients, then a role as a Business Relationship Manager Senior Not-for-Profit is for you. As a Business ... Relationship Manager (BRM) Senior Not-for-Profit in Business...(BRM) Senior Not-for-Profit in Business Banking, you'll manage existing client relationships and develop new business strategies focused on… more
- HSBC (Arcadia, CA)
- …people, our investors, our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer ... and retains a portfolio of clients. As the Wealth Relationship Manager , you will: + Build deep,...influencing, and sales skills + Ability to demonstrate strong relationship deepening skills with existing client base… more