- Bank of America (Los Angeles, CA)
- Sr. Relationship Manager - Middle Market (Aerospace, Defense and Space Technologies) Los Angeles, California **To proceed with your application, you must be at ... with annual revenues up to $2 billion. The Sr. Relationship Manager (SRM) is responsible for providing...enhancing existing relationships. The SRM must have experience in Investment Banking and ability to engage in dialogue with… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …and explore how this role can help you advance to the next level. Accounting Manager / Senior Accounting Manager - Credit Funds About the Role We're looking ... for an experienced Accounting Manager or Senior Accounting Manager to join...oversee fund accounting, financial reporting, and compliance for complex investment structures. You'll collaborate closely with third‑party administrators and… more
- Charles Schwab (Sacramento, CA)
- …advisors (RIAs) is seeking an innovative, results-driven individual to serve as a Relationship Manager . Our heritage of serving advisors (our clients) by ... "best of Schwab," our specialized expertise, and our continued investment as a strategic partner in their business is...and profitability, focusing on growth and retention. As a Relationship Manager , you will effectively coordinate with… more
- Bank of America (Los Angeles, CA)
- Sr. Relationship Manager - Global Commercial Banking - Restaurant Group (Boston/Dallas/Chicago/Los Angeles/Richmond/Scottsdale) Boston, Massachusetts;Chicago, ... make an impact. Join us! Bank of America's Restaurant Group is seeking a Sr. Relationship Manager to join our team. The Restaurant Group provides financing for… more
- Zions Bancorporation (Oakland, CA)
- …Business & Middle Market Excellence Awards. We are looking for a **Private Bank Relationship Manager ** in **Oakland, CA.** This role acts as the principal ... account and relationship manager for new and existing clients....more of the following areas: loan and deposit products, investment and trust referrals, commercial business referrals. + Responsible… more
- Raymond James Financial, Inc. (Brea, CA)
- Blunt Wealth Services is seeking a Client Relationship Manager to manage highly coveted, long-standing client relationships of the firm. The Client ... Relationship Manager will manage day-to-day client relationships...platforms + General office practices, procedures, and methods + Investment concepts, practices, and procedures used in the securities… more
- Citigroup (Los Angeles, CA)
- Job Description The Mid-Corp Relationship Manager is a strategic professional who closely follows latest trends in own field and adapts them for application ... solutions that meet clients' individual needs + Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate "Know… more
- Citigroup (San Francisco, CA)
- The Emerging Corp Relationship Manager is a strategic professional who closely follows latest trends in own field and adapts them for application within own job ... solutions that meet clients' individual needs + Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate "Know… more
- JPMorgan Chase (Los Angeles, CA)
- …developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help ... centers of influence outside of the office environment to generate banking and investment leads + Develop strong internal partnerships across all lines of business… more
- Citigroup (Sunnyvale, CA)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.… more