3+ years preferred in wealth management/financial services or client service; experience supporting advisors, account maintenance, Salesforce and Microsoft Office proficiency; strong communication, organization, confidentiality.
Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, Fidelity
Client Relationship Manager III (Commercial Loan Officer III)
Los Angeles, California, United States
$130k-$150k/yrOnsiteFull Time
United Business BankNASDAQ: BCML: Provides community-focused commercial and personal banking and lending services.
8+ YOERequires 8+ years in financial services, 5+ years in sales and client relationship building, banking and lending expertise, credit analysis, business development, communication, and Microsoft Office proficiency.
GenpactNYSE: G: Provides business process management and digital transformation services.
Develop and manage client relationships, drive growth and go-to-market strategies, lead data and insights initiatives, project-manage cross-functional issues, and mentor team members. ITIL certification and relevant business degrees preferred.
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/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
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.
Your Part-Time Controller: Accounting and financial management services for nonprofit organizations.
7+ YOEBachelor's in accounting/finance,7+ years progressive nonprofit accounting experience,leadership and staff management,client relationship and project management,Microsoft Excel proficiency,travel availability and occasional after-hours availability.
Chicago or Austin or Dallas or Houston or Irvine or Los Angeles or Phoenix or Portland or Salt Lake City or San Diego or San Francisco or San Ramon or United States
$100k-$250k/yrRemoteFull Time
Lincoln FinancialNew York Stock Exchange: LNC: Provides life insurance, annuities, and retirement planning services.
5+ YOE5+ years retirement-industry client-facing experience, strong relationship management, ERISA/IRS knowledge, FINRA S6 & S63 and Life & Health licenses required within hire windows, travel up to 30%.
Ascent Developer Solutions: Private mortgage lender providing construction and bridge financing to developers.
5+ YOE5+ years in construction/bridge lending, strong client relationship and sales experience, bachelor's preferred, ability to obtain California real estate license preferred, advanced Excel/PowerPoint/CRM skills.
United States or San Francisco or Seattle or New York City or Santa Monica
$102k-$162k/yrRemoteFull Time
GoodRxNASDAQ: GDRX: Platform for prescription drug price comparison and healthcare discounts.
8+ YOE3+ Mgmt3+ years team lead experience, 8+ years pharmaceutical client/account management, strong communication, analytics, and relationship management; Salesforce and project management tool proficiency.
Community Initiatives: Provides fiscal sponsorship and administrative services to nonprofit projects.
5+ YOEBachelor's degree, 5 years professional experience (≥3 in nonprofit), experience managing multiple client relationships, contract/grant review experience, CRM and project-management proficiency, strong communication and analytical skills.
Salesforce, TaskRay, Asana, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
San Diego or Las Vegas or Greenwood Village or South Jordan or Los Angeles or Dallas or Irvine or Phoenix
$90k-$175k/yrOnsiteFull Time
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
5+ YOE5+ years business development or sales in financial services or property management; bachelor's degree; strong client relationships; CRM proficiency; negotiates terms; compliance awareness.
Capital Group: Providing active investment management and research-driven financial strategies
8+ YOERequires 8–10 years in RFP, proposal management, or client servicing in asset management or financial services, team leadership, investment knowledge, cross-functional partnership, and a bachelor's degree.
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
10+ YOE10+ years commercial banking; strong relationship management; credit and financial analysis; ability to coordinate with internal partners and manage large client relationships.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Engage clients, manage lobby traffic and cash transactions, educate clients on self-service banking, follow risk and compliance processes, and build client relationships; high school diploma and strong communication required.
Singapore or Rockville or London or Los Angeles or Mountain View or Wexford or Amsterdam or Zurich or China or Uruguay or Jersey or Monaco or United States or United Kingdom or Ireland or Netherlands or Asia or Europe
OnsiteFull Time
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
3+ YOE3+ years as a private banker or relationship manager assistant, valid CACS Papers 1 and 2, strong understanding of wealth management processes and tools, experience with structured lending and UHNW relationships advantageous, business-level English and Mandarin.