5d
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Client Relationship Manager
Irvine, California, United States
$60k-$70k/yr HybridFull Time
Proven client relationship experience, project management skills, proficiency with Microsoft Office, strong communication and analytical skills, willingness to travel, bachelor’s degree in business preferred.
Microsoft Office
1w
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Client Relationship Manager
Costa Mesa, California, United States
$23-$26/hr OnsiteFull Time
1+ YOEBachelor's degree,1-3 years client service or sales experience,strong communication,project management,CRM and Microsoft Office proficiency,ability to engage C-level stakeholders and manage client expectations.
Microsoft Office, CRM
2w
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Manager, Client Relationship Support - La Jolla, CA
La Jolla, California, United States
$40-$72/hr OnsiteFull Time
2+ MgmtRequires FINRA Series 7 and 63 (active), ability to obtain Series 9 and 10, client-facing financial services experience, supervisory skills, strong communication and attention to detail.
3w
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Sr. Client Relationship Manager, Employee Benefits - IAS, West
Irvine, California, United States
$100k-$110k/yr HybridFull Time
4+ YOEManage mid-to-high complexity employee benefits clients, lead renewals and compliance, analyze benefits data, deliver strategic recommendations, and resolve escalated service issues.
Brokerage Builder, Microsoft Excel, AI-enabled tools
2mo
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JPMorgan Private Client Relationship Manager – Del Mar, CA
Del Mar, California, United States
$150k/yr OnsiteFull Time
10+ YOE10+ years in financial services with affluent/complex relationship management and business development; proven ability to build trusted client relationships and deliver bespoke solutions.
4w
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Relationship Manager
Carlsbad, California, United States
OnsiteFull Time
Experience in commercial lending, underwriting, and client relationship development; knowledge of commercial banking products and legal entity structures; strong communication and Microsoft Office skills.
Microsoft Word, Microsoft Excel
2mo
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Relationship Manager III - C&IB
San Diego, California, United States
$160k-$296k/yr OnsiteFull Time
8+ YOERelationship management experience in corporate banking; drive revenue; manage client risk and relationships.
2mo
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Relationship Manager 1
Laguna Hills, California, United States
$102k-$174k/yr OnsiteFull Time
5+ YOE5+ years CRE lending experience; knowledge of DSCR/LTV; underwriting support; portfolio management; client relationship development; Orange County and LA CRE knowledge.
2mo
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Sr Relationship Manager
Irvine, California, United States
$147k-$250k/yr OnsiteFull Time
10+ YOE10+ years middle market lending; 4-7 years commercial client service; strong credit and relationship skills; travel frequent.
3w
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Client Manager
Irvine, California, United States
$128k-$237k/yr OnsiteFull Time
10+ YOEBachelor's degree, 10+ years sales and relationship management in financial services (8+ with high-net-worth clients), strong credit/product knowledge, FINRA licenses preferred, mortgage/Safe Act registration required.
1mo
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Relationship Manager- Core Market
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/yr RemoteFull Time
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%.
5d
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Sr Relationship Manager, Advisory
Newport Beach, California, United States
$189k-$331k/yr OnsiteFull Time
12+ YOE12–15 years experience in relationship management or trust/estate law, college degree or equivalent experience required; JD preferred. Extensive fiduciary, investment, tax, legal and client advisory knowledge; strong communication and leadership skills.
3w
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Advisory Director Client Relationship Executive - Outsourcing
Atlanta or Phoenix or Boston or Portland or Philadelphia or Pittsburgh or Southfield or San Diego or San Francisco or San Jose or Minneapolis or Columbia or Denver or Kansas City or St Louis or Austin or Dallas or Houston or Reno or Hartford or Salt Lake City or Charlotte or Arlington or Edison or Fort Lauderdale or Jacksonville or Orlando or Tampa or Melville or New York or Bellevue or Raleigh or Washington or Appleton or Milwaukee or Cincinnati or Cleveland or Wichita or Baltimore or Oklahoma City or Tulsa
$180k-$220k/yr OnsiteFull Time
10+ YOE10+ years sales experience with 5+ years selling professional services; proven new-business hunting, pipeline building, executive engagement, pricing/negotiation, and CRM discipline; bachelor’s required.
ServiceNow, CRM/OneView
6d
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Senior Relationship Manager, Income Property Group
Newport Beach, California, United States
$116k-$216k/yr OnsiteFull Time
7+ YOE7+ years real estate finance experience, bachelor’s degree or equivalent preferred, strong credit and risk management, product knowledge, client relationship and team leadership skills.
2mo
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Senior Specialty Market Relationship Manager
Tampa or Cary or Aurora or Oriskany or Omaha or Bridgewater or New York or Bloomfield or Irvine
$78k-$105k/yr HybridFull Time
8+ YOE8+ years in insurance/client service/project management with experience managing implementations and complex accounts; strong project management, stakeholder management, and communication skills; proficiency with Microsoft Office.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
2mo
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Client Account Manager
Irvine, California, United States
$75k-$80k/yr OnsiteMultiple Commitments Available
2+ YOE2+ years in client account management, IT/MSP experience, ability to present to C-level, strong relationship-building, cross-sell/upsell skills, and solution-oriented mindset.
Salesforce, HubSpot, ConnectWise, Autotask
1mo
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Client Manager - Security Services
San Diego, California, United States
$75k-$85k/yr OnsiteFull Time
2+ YOE2+ MgmtManage front-line security staff, build client relationships, oversee budgets and account health, use BI and reporting tools, drive operational goals, and ensure safety and compliance; requires 2+ years operational/management experience and proficiency with Microsoft Office.
Allied Universal AI technology, Business Intelligence Platform, Microsoft Office
1mo
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CPTS Public Sector Relationship Manager
Gresham or San Francisco or Seattle or Denver or Tempe or Spokane or Boise or Los Angeles or San Diego
$112k-$136k/yr FieldFull Time
7+ YOEBachelor's degree or equivalent experience, 7+ years relationship management experience, strong sales/analytical/communication skills, experience with public sector/higher education clients, ability to lead client reviews and manage contracts.
1w
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Senior Client Relations Manager
New Castle or Jersey City or Santa Ana or Shanghai or New Jersey or Texas or Florida or Japan or Hong Kong or Canada or Mexico or Germany or France or United States
$139k-$163k/yr HybridFull Time
Managing high-value client relationships, designing VIP programs, coordinating high-value logistics, strong judgment and cross-functional collaboration, familiarity with collectibles and valuation a plus.
Google Sheets, Google Docs
2w
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Business Banking Sr Relationship Manager
San Diego, California, United States
$140k-$185k/yr OnsiteFull Time
5+ YOE5+ years commercial lending/business banking experience; portfolio management for $20–50M clients; financial statement and cash flow analysis; sales and relationship development skills; Bachelor's preferred.
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