- C&F Bank (Midlothian, VA)
- Overview The Wealth Management Client Relationship Manager (CRMI) is responsible for providing accurate and timely operational assistance in a financial team ... you will assist C&F Wealth Advisors by providing administrative, operational, and client -facing support. The ideal candidate is highly organized and client… more
- Insperity (Glendale, CA)
- Description & Requirements Client Relationship Manager Are you ready to embark on a rewarding career path that doesn't involve sales but is all about ... Wealth , a top private wealth advisory practice of Ameriprise Financial, seeks a Client Relationship Manager to provide exceptional service and support to… more
- PNC Financial Services Group, Inc. (Pittsburgh, PA)
- …an opportunity to contribute to the company's success. As a Managing Director - Sr Relationship Manager - C&IB (F) within PNC's Corporate Banking Metals & Mining ... skills preferred Licenses: SIE, 79 and 63 (7 optional/with manager approval) within 180 days of employment Job Description...needed to be successful in this position. Preferred Skills Client Prospecting, Client Relationship Building,… more
- Clearwater Analytics (New York, NY)
- As a Senior Relationship Manager at Clearwater Analytics, you will play a pivotal role in building and nurturing strategic partnerships with our insurance ... capability to communicate complex ideas clearly and effectively. Key Responsibilities: Client Relationship Management: Develop and maintain robust relationships… more
- Gallagher (Chicago, IL)
- …but not an exact match, we encourage you to apply. Overview We are seeking a Client Service Manager to join our growing team who can deliver exceptional customer ... Gallagher can provide. How you'll make an impact The Client Service Manager I is accountable for...Microsoft Office. Appropriate licensing as required. Preferred : Previous insurance knowledge and experience managing client relationships.… more
- Blackstone (New York, NY)
- …on LinkedIn, X, and Instagram. Job Title : BXCI Capital Formation, Lender Relationship Management, Associate Blackstone Credit & Insurance ("BXCI") is one of ... Blackstone is the world's largest alternative asset manager . We seek to create positive economic impact...investment grade private credit. Job Description : The Lender Relationship Management associate sits within the Capital Formation team… more
- BlackRock, Inc. (New York, NY)
- …As a Director on the FIG team, you will be a leader within a client -facing relationship management team with a deep understanding of industry trends, client ... relationships with BlackRock's global financial institutions clients which include insurance companies, banks, and other financial firms. We pride ourselves… more
- PNC Financial Services Group, Inc. (Phoenix, AZ)
- …valued and have an opportunity to contribute to the company's success. As a Relationship Manager III within PNC's Commercial Banking organization, you will be ... to be successful in this position. Preferred Skills Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision… more
- Tatari (New York, NY)
- …statistics, or business administration 2+ years in post-sales account management/ client relationship support roles, including C-level interactions Proficient ... of clients within Tatari's ever-growing portfolio. You are committed to building strong client relationships and seen as a leader by clients, driven by insight led… more
- US Bank (San Jose, CA)
- …new skills and discover what you excel at-all from Day One. Job Description Our Relationship Managers approach each and every day with a single purpose - to do the ... existing relationships with business clients. Recommend financial solutions based on each client 's unique goals and needs. Be the primary advisor for our business… more
- Citigroup, Inc. (Chicago, IL)
- …support new business development, as well as day-to-day management of existing relationship while gaining some primary client coverage responsibility. Candidate ... of client relationships and strategic initiatives Administrate the credit relationship of the client , coordinating and supervising the entire process,… more
- Mercedes-Benz Group (Fort Worth, TX)
- …team's performance and develop their team members, as well as serving as Vendor Relationship Owner for various Client Services vendors. Ensure the Client ... manufacturer, Mercedes-Benz AG. We offer a comprehensive range of automotive financial and insurance products that make it easy for our customers to drive their… more
- ThinkTank LLC (Chicago, IL)
- Job Description: Regional Relationship Manager (Chicago, IL) Position: Contract, Performance Based - Commission Location: (Chicago, IL) Company Overview: Our ... We are seeking a highly motivated and experienced Regional Relationship Manager to join our team and...target businesses within the territory that offer PPO dental insurance . Relationship Building: Guide agencies in developing… more
- AllianceBernstein Holding LP (New York, NY)
- Who You'll Work With: AllianceBernstein is seeking a Strategic Relationship Manager to join the Strategic Relationship Group. The Strategic Relationship ... Dealers, TAMPs, and Custodians. AllianceBernstein would prefer the Strategic Relationship Manager candidate be based in the...the US Retail market Engaging in all aspects of client prospecting and servicing and ensuring accurate and timely… more
- FinTrust Connect LLC (Boca Raton, FL)
- About the job Business Banking Relationship Manager -Boca Raton, FL Business Banking Relationship Manager -Boca Raton, FL FinTrust Connect has partnered ... and is looking to hire a Senior Business Banking Relationship Manager in Boca Raton, FL. The...sales between $5M to $25M with a focus on client experience and risk management. Why this opportunity? Culture:… more
- National Financial Partners (Stamford, CT)
- …Statements based on insurance underwriting guidelines ? Follows up with the client and Relationship Manager during the underwriting process, keeps notes ... communicating with RM and client as necessary ? Participates in Relationship Manager /New Business case management calls ? Reviews insurance policies and… more
- US Bank (Minneapolis, MN)
- …also co-manage client relationships and portfolio credit quality with a Relationship Manager to manage assigned relationships and loan portfolio(s). Basic ... prepares comprehensive written analyses, analyzes portfolio credit quality, assists the Relationship Manager in presenting credit requests to Credit Approval,… more
- HSBC (San Francisco, CA)
- …people, our investors, our communities, and the planet we all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and ... of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains...communication, influencing, and sales skills Ability to demonstrate strong relationship deepening skills with existing client base… more
- Gallagher (Midvale, UT)
- …Gallagher and fast-track your career from a Client Service Associate to a Client Service Manager through our Achieve Program. This is an 18-month structured ... and knowledge needed to excel in the world of insurance brokering and risk management. All hours spent in...growth by handling new business applications and fostering strong client relationships through routine calls and correspondence Play a… more
- Citigroup, Inc. (Brooklyn, NY)
- …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...profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
