63 client relationship manager jobs at 48 companies in Culpeper, VA
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Wealth Management Client Relationship Manager
Fairfax or Charlotte or Dallas
$63k-$88k/yrHybridFull Time
TIAA: Provides retirement and financial services for academic and non-profit sectors.
2+ YOE2+ years in wealth management or client relationship roles; FINRA licenses 7/63/65/66; Life/Health license within 120 days; bachelor’s degree preferred; strong communication and relationship-building skills.
TIAA: Financial services organization providing retirement, asset management, and investments.
2+ YOEUniversity degree preferred; 2+ years of experience required, 3+ preferred. Series 7, 63, 65, or 66 registrations and resident-state life and health insurance license required within 120 days.
Wealth Relationship Manager SAFE Act - Fairfax County, VA - Korean Language (Evergreen)
Centreville or Fairfax County
$84k-$126k/yrOnsiteFull Time
CitiNYSE: C: Providing global banking, investment, and wealth management services.
5+ YOE5+ years experience; client acquisition and relationship management for high-net-worth clients; FINRA registrations required (SIE, Series 6/63/65 or Series 7/66); Insurance Group 1 and NMLS MLO registration within 150 days; proficiency with Microsoft Office and financial planning software.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Microsoft Office, Money Guide Pro, NaviPlan Select
Relationship Banker - Charlottesville, Virginia Area
Charlottesville or Charlottesville or Charlottesville or Charlottesville
$25-$27/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Engage clients, process cash transactions, educate clients on self-service banking, follow policies, and manage financial center traffic; high school diploma/GED required.
Omaha or Anchorage or Phoenix or Folsom or Irvine or Los Angeles or Sacramento or San Francisco or Walnut Creek or Colorado Springs or Denver or Englewood or Washington or Jacksonville or Orlando or Tampa or Atlanta or Honolulu or Boise or Chicago or Louisville or Ann Arbor or Minneapolis or Kansas City or Billings or Missoula or Las Vegas or Reno or Lawrenceville or Newark or Albuquerque or New York City or White Plains or Charlotte or Raleigh or Cincinnati or Cleveland or Columbus or Portland or Salem or Philadelphia or Pittsburgh or Sioux Falls or Austin or Corpus Christi or Dallas or Houston or San Antonio or Vienna or Bellevue or Gillette or Seattle or San Diego or Lexington or Portland or Charleston or Des Moines or Spokane or Columbia or Nashville or Arlington or Baltimore or Mobile or Richmond or Tucson or Winston-Salem or Miami or Indianapolis or Pompton Lakes or Detroit or Fargo or Santa Fe or Oklahoma City or Norfolk or Madison or Little Rock or Charleston or Doral or Milwaukee or Overland Park
OnsiteFull Time
HDR: Global provider of engineering, architecture, environmental and construction services.
15+ YOE15+ years in A/E/C required, with strategic program leadership, executive communication, cross-functional influence, client relationship management, and qualitative and quantitative data analysis. Bachelor's degree strongly preferred.
Chantilly or Virginia Beach or Norfolk or Jacksonville or Orlando
$184k-$250k/yrHybridFull Time
GHD: Global professional services firm specializing in engineering and architecture.
10+ YOEBachelor's degree in engineering or related field, 10+ years project management experience with US Navy clients, strong client relationship and communication skills, willingness to travel for events and client offices.
Content Guru: Provider of mission-critical cloud contact center and customer engagement solutions.
Bachelor's in STEM (or equivalent), proven project management experience in technology, experience with SDLC and cloud platforms, strong client relationship, communication, organisational and problem-solving skills.
J.P. Morgan Wealth Management – Private Client Advisor - Northern Virginia (Multiple Locations)
Arlington or Springfield or Manassas or Annandale or Centreville
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOERequires 2+ years of financial advisor or equivalent financial services experience, client acquisition and relationship management success, Series 7, Series 66 or 63/65, and life, health, and long-term care insurance licenses.
VisaNYSE: V: Global payment technology facilitating electronic funds transfers.
8+ YOE8+ years relevant experience with a Bachelor's (or 5+ with an advanced degree, or 2+ with a PhD). Strong consulting, payments, client relationship, analytical, and leadership skills; ability to manage pipelines and deliver multi-workstream engagements.
Principal Wealth Advisor - Relationship Management
Reston, Virginia, United States
OnsiteFull Time
Acorn Financial Advisory Services: Fiduciary financial planning and investment management for private clients.
Advanced wealth planning and portfolio management expertise; ability to advise high-net-worth families and business owners, manage complex succession planning, and grow an existing client book.
ECS Limited: Provides geotechnical, environmental, and facilities engineering consulting services.
5+ YOEBachelor of Science in a listed engineering, materials science, architectural engineering, or geology field; 5+ years relevant experience; PE or PG licensure; driver's license; CMT and ASTM knowledge; leadership and client relationship skills.
LandCare: Provides commercial landscaping and outdoor facility maintenance services.
Manage client relationships, retain customers, develop new business, create proposals and estimates, coordinate production, and participate in networking and professional development.
CGINYSE: GIB: Provides information technology and business consulting services.
US citizenship required. Proven experience leading 10–25 person Agile teams, managing delivery and financials, strong communication, Agile delivery experience, coaching and client relationship skills.
Pyramid Global Hospitality: Operates and manages hotels and resorts globally.
Generate group and conference sales, develop revenue strategies, prospect accounts, build client relationships, manage CRM activity, conduct site inspections, and support hotel sales planning.
Lead water/wastewater projects from planning through delivery; manage scope, schedule, and budget; build client relationships; support business development; and mentor project teams.