464 client relationship manager jobs at 217 companies in Burlingame, CA
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D365 Client Relationship Manager
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yr OnsiteFull Time
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
2mo
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Client Relationship Manager
San Francisco, California, United States
OnsiteFull Time
10+ YOE10+ years financial services experience, high school diploma, FINRA Series 7 & 63 required (65/66 may be required), strong client engagement, communication, time management, problem solving, and proficiency with Microsoft Office.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
3mo
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Private Client Relationship Manager
San Francisco, California, United States
$151k-$189k/yr OnsiteFull Time
Bachelor’s degree required; Series 65 within 60 days; CFP preferred; strong sales and service orientation; client relationship management and collaboration skills.
2mo
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Client Relationship Manager
San Francisco, California, United States
OnsiteFull Time
10+ YOE10+ years financial services experience, HS diploma, FINRA Series 7 and 63 required (65/66 may be required), proficiency with Microsoft Office, strong client communication and analytical skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
3mo
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Client Relationship Manager
Hayward, California, United States
$85k-$100k/yr OnsiteFull Time
3+ YOEThree+ years in administrative or sales support; proficient with Microsoft Office and Salesforce; restoration industry experience preferred; bachelor’s degree preferred.
Microsoft Office, Salesforce
2w
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Senior Client Relationship Manager - Hybrid (Walnut Creek, CA)
San Francisco or Walnut Creek
$150k-$175k/yr HybridFull Time
5+ YOERequires 5–10 years in financial services, retirement plan client experience, Series 65, ERISA knowledge, strong relationship management, and proficiency with Microsoft 365, SharePoint, Zoom, and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Microsoft SharePoint, Zoom, Salesforce, fi360/Toolkit, CRM, AI
2mo
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Future Opportunities: Retirement Client Relationship Manager
Denver or San Francisco or New York City or San Jose or Scottsdale or Chicago or Phoenix
HybridFull Time
Customer-facing B2B relationship experience with strong communication, problem-solving, empathy, and analytical skills; familiarity with AI tools encouraged; ability to work in a hybrid office schedule.
1mo
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Client Relationship Manager - San Mateo, CA
San Mateo, California, United States
$44-$79/hr OnsiteFull Time
Active FINRA Series 7 and 63 required; obtain Series 9 and 10 during tenure; financial services or client-facing experience; supervisory experience preferred.
3mo
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Relationship Manager
San Francisco, California, United States
$104k-$151k/yr OnsiteFull Time
3+ YOEManages a portfolio of Commercial clients; develops relationships leading to loans, deposits, and banking products; supports Center sales and service initiatives.
2mo
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Client Relationship Manager - San Jose Or Santa Clara
San Jose or Santa Clara or California or Colorado or Connecticut or District of Columbia or Hawaii or Illinois or Maryland or Massachusetts or Minnesota or Nevada or New Jersey or New York or Oregon or Rhode Island or Washington
$130k-$160k/yr OnsiteFull Time
8+ YOEBachelor's degree or equivalent, 8+ years enterprise technology sales, experience selling complex solutions, C-level relationship building, forecasting accuracy, CRM proficiency, and willingness to travel ~50%.
Microsoft Dynamics
2w
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Client Relationship Marketing Associate Director
San Francisco or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$139k-$370k/yr RemoteFull Time
10+ YOE10+ years marketing experience, including 3+ years in account-based or client relationship marketing, with strong commercial, communication, project management, full-funnel, and client engagement skills.
Salesforce, Gen AI
1mo
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Relationship Manager
San Francisco, California, United States
$100k-$200k/yr OnsiteFull Time
10+ YOE5+ Mgmt10+ years banking experience with 5+ years direct client relationship management, venture debt/venture lending or C&I lending preferred; credit structuring, term sheet negotiation, and legal document review; must be authorized to work in the US.
1mo
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Relationship Manager
Palo Alto, California, United States
$100k-$150k/yr HybridFull Time
5+ YOEOriginate and service commercial and consumer credit solutions, build client relationships, cross-sell deposit/lending/treasury services, and represent the bank in community events.
Teladoc
3mo
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JPMorgan Private Client Relationship Manager – San Francisco, CA
San Francisco, California, United States
$150k/yr OnsiteFull Time
10+ YOE10+ years in financial services; proven wealth/relationship management; license requirements; college degree preferred.
1mo
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Client Relationship Executive – Cyber Managed Services
San Francisco or Raleigh or Charlotte or Chicago or Jacksonville or Cincinnati or Columbia or Kansas City or Dallas or Los Angeles or Boston or San Jose or Seattle or Tampa or Atlanta or Austin or Washington or Miami or Denver or Detroit or Nashville or Buffalo or Florham Park or New York or Orlando or Philadelphia or Pittsburgh or Hartford or Portland or Houston
$123k-$424k/yr OnsiteFull Time
8+ YOEBachelor's degree, at least 8 years in the cyber industry with proven demand generation and sales success, executive relationship-building, strategic go-to-market and sales planning experience.
1mo
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Manager - Client
Oakland, California, United States
$59k-$95k/yr OnsiteFull Time
4+ YOE3+ Mgmt4+ years client service and banking experience, 3+ years supervisory experience, strong knowledge of bank products, policies, audit and regulatory compliance, leadership, sales and client relationship skills.
2w
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Relationship Manager
Walnut Creek, California, United States
$60k-$100k/yr OnsiteFull Time
1+ YOEHigh school diploma or equivalent; 1 year of experience; Series 7 and 66 or Series 7, 63, and 65 licenses; SAFE Act registration; firm-approved designation; strong communication, organization, risk management, and client service skills.
Form ADV-2B
4w
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Relationship Manager (San Francisco, CA)
San Francisco or Walnut Creek
$81k-$95k/yr HybridFull Time
Client-facing role supporting wealth advisors; requires strong wealth management knowledge, relationship management, communication, leadership, and CRM proficiency.
CRM
2w
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Aladdin Client Engagement, Front Office Relationship Manager, Vice President
San Francisco, California, United States
$148k-$195k/yr HybridFull Time
5+ YOE5+ years in financial services; portfolio management or analysis knowledge; private and public markets expertise; excellent communication, presentation, problem-solving, and client relationship skills.
Aladdin, eFront, SQL, Linux/UNIX, Python, JavaScript
2w
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Client Relationship Associate - Menlo Park, CA
Menlo Park, California, United States
$24-$34/hr HybridFull Time
1+ YOEBachelor's degree preferred in business, finance, or economics, or equivalent experience; 1–3 years in investment advisory, asset management, or financial services; strong communication, organization, detail, and multitasking skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Tamarac Advisor View, CRM, eMoney, Schwab, Fidelity
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