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443 client relationship manager jobs at 219 companies in Concord, CA

1mo
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Client Relationship Manager
Fresno or Walnut Creek
$65k-$90k/yr OnsiteFull Time
Mutual of America Financial Group
Mutual of America Financial Group: Provides retirement plans and investment services to various organizations.
Client relationship experience; excellent writing, presentation, and public speaking; active Series 6, 63 and SIE (or obtained within year); state Life & Health insurance license (or obtained within year); valid driver’s license; ability to work flexible hours.
Salesforce
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2mo
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Client Relationship Manager
San Francisco, California, United States
OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
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
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2mo
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VP/Client Relationship Manager
Vacaville, California, United States
$95k-$100k/yr OnsiteFull Time
First Northern Bank of Dixon
First Northern Bank of DixonOTCQX: FNRN: Independent community bank providing personal and business financial services.
5+ YOEBachelor's degree or equivalent (8 years) and 5+ years client relationship experience; proficiency with Profit Intel preferred; strong communication, initiative, and sales skills.
Profit Intel
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2mo
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Private Client Relationship Manager
San Francisco, California, United States
$151k-$189k/yr OnsiteFull Time
Capital Group
Capital Group: Providing active investment management and research-driven financial strategies
Bachelor’s degree required; Series 65 within 60 days; CFP preferred; strong sales and service orientation; client relationship management and collaboration skills.
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2mo
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Client Relationship Manager
San Francisco, California, United States
OnsiteFull Time
Stifel
StifelNYSE: SF: Provides wealth management and investment banking services to clients.
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
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3mo
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Client Relationship Manager
Hayward, California, United States
$85k-$100k/yr OnsiteFull Time
First Onsite
First OnsiteNASDAQ: FSV: Provides disaster restoration and property reconstruction services.
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
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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
Gusto
Gusto: Cloud-based payroll and HR software for small businesses.
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.
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2w
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Client Relationship Manager - San Mateo, CA
San Mateo, California, United States
$44-$79/hr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
Active FINRA Series 7 and 63 required; obtain Series 9 and 10 during tenure; financial services or client-facing experience; supervisory experience preferred.
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3w
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Client Relationship Lead
San Francisco, California, United States
OnsiteFull Time
Saks Global
Saks Global: Operates luxury department stores and high-end fashion websites.
2+ YOE2-4 years retail experience preferred, 4-year degree preferred, strong communication, MS Office/Excel proficiency, ability to work flexible schedule including evenings/weekends/holidays.
Microsoft Office, Microsoft Excel, Connect app
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3mo
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Relationship Manager
San Francisco, California, United States
$104k-$151k/yr OnsiteFull Time
Citizens Business Bank
Citizens Business BankNASDAQ: CVBF: Commercial banking and financial services for businesses and professionals.
3+ YOEManages a portfolio of Commercial clients; develops relationships leading to loans, deposits, and banking products; supports Center sales and service initiatives.
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1mo
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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
Lenovo
LenovoHKSE: 992: Manufactures personal computers, mobile devices, and server infrastructure.
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
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4w
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Relationship Manager
San Francisco, California, United States
$100k-$200k/yr OnsiteFull Time
East West Bank
East West BankNASDAQ: EWBC: Provides commercial and consumer banking services across US and Asia.
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.
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3w
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Relationship Manager
Palo Alto, California, United States
$100k-$150k/yr HybridFull Time
Commercial Bank of California
Commercial Bank of California: A private business bank providing personalized financial and lending services
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
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1mo
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Client Relationship Executive – Office of the CFO Managed Services
San Francisco or United States
$123k-$424k/yr OnsiteFull Time
PwC
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEBachelor's degree and at least 8 years of sector/account/relationship management experience; strong relationship management, strategic thinking, sales and analytical skills.
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3mo
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JPMorgan Private Client Relationship Manager – San Francisco, CA
San Francisco, California, United States
$150k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
10+ YOE10+ years in financial services; proven wealth/relationship management; license requirements; college degree preferred.
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6d
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Relationship Manager II
Redwood City or Boston or Charlotte
$126k-$176k/yr OnsiteFull Time
TIAA
TIAA: Financial services organization providing retirement, asset management, and investments.
5+ YOE5+ years charitable gift planning experience, university degree preferred, strong written/verbal communication, public speaking, content creation, and client relationship skills.
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1w
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Relationship Manager I
Oakland, California, United States
$65k-$104k/yr OnsiteFull Time
City National Bank
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
3+ YOEBachelors or equivalent, 3+ years sales and financial institution experience, strong banking product knowledge, regulatory/compliance familiarity, client relationship and sales skills.
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1mo
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Relationship Manager
Walnut Creek, California, United States
$60k-$100k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Requires Series 7 and 66 or Series 7,63,65; SAFE Act registration and Form ADV-2B; high school diploma/GED; strong communication, client management, and product knowledge.
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1w
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Relationship Manager (San Francisco, CA)
San Francisco or Walnut Creek
$81k-$95k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Client-facing role supporting wealth advisors; requires strong wealth management knowledge, relationship management, communication, leadership, and CRM proficiency.
CRM
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1w
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Client Manager
San Francisco or Sacramento
$90k-$115k/yr OnsiteFull Time
WTW
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
3+ YOE3+ years insurance experience with employee benefits expertise, strong communication, project planning, client relationship, data analysis, and technology aptitude.
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