109 client relationship manager jobs at 57 companies in Kettering, OH
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Client Relationship Manager
Akron or Cincinnati or Indianapolis or Columbus or Kentucky
$65k-$90k/yrFieldFull Time
Mutual of America Financial Group: Provides retirement plans and investment services to various organizations.
Client relationship management experience, comfortable presenting to groups and C-suite, ability to work flexible hours, active Series 6, 63 and SIE and state life & health licenses (or obtain within first year), valid driver\u000fs license.
BHDP: Architecture and design firm providing integrated workplace solutions.
12+ YOE5+ MgmtBachelor’s degree in Architecture or Interior Design; licenses/certifications preferred; 12+ years design/architecture; 5+ years in the market; strong client service, initiative, and project management.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client support for financial advisors, execute money movements, manage administrative tasks, strong MS Office skills, detail-oriented, willing to obtain Series licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Kansas City or Indianapolis or Grand Rapids or Raleigh or Charlotte or Jacksonville or Chicago or Cincinnati or Cleveland or Dallas or Las Vegas or Little Rock or Los Angeles or Baltimore or Louisville or Boston or St. Louis or Salt Lake City or San Diego or Seattle or Spartanburg or Albany or Stamford or Tampa or Atlanta or Austin or Washington or Miami or Milwaukee or Denver or Nashville or Detroit or New Orleans or Florham Park or New York or Oklahoma City or Fort Worth or Orlando or Greensboro or Philadelphia or Phoenix or Hartford or Pittsburgh or Houston
$123k-$424k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEHigh school diploma and 8 years of sales, marketing, or PwC experience; experience building client relationships, leading projects, mentoring teams, and selling professional services; executive presence and thought leadership.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
8+ YOEDevelops and executes strategies to acquire/expand client relationships, originate and analyze credit, manage risk, and drive revenue for complex commercial clients; typically requires a bachelor's degree and 8+ years industry experience.
Grand Rapids or Atlanta or Palm Beach or Chicago or Minneapolis or Cincinnati
OnsiteFull Time
Oxford Financial Group: Provides wealth management and family office services to high-net-worth individuals and institutions.
5+ YOEBachelor's degree required, 5–7 years relevant experience (≥3 years with UHNW clients). Proficiency in Microsoft Outlook/Word/Excel, Salesforce, strong analytical and communication skills. CFP, CPWA, or CPA preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, TimeTracker
Cincinnati or Wisconsin or Illinois or Minnesota or Missouri
$108k-$185k/yrHybridFull Time
Associated BankNYSE: ASB: Provides personal, commercial, and private banking and financial services.
8+ YOEBachelor's in Business/Finance/Accounting or equivalent, 8+ years commercial banking or B2B business development, proven portfolio growth and credit analysis skills, strong commercial product knowledge and client relationship ability.
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/yrOnsiteFull Time
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
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.
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Manage client service delivery for wealth advisors, proficiency with CRM and workflow tools, strong communication, organizational and problem-solving skills, leadership/mentoring experience.
CRM systems, workflow management tools, timekeeping system
Stock Yards BancorpNASDAQ: SYBT: Provides commercial and retail banking and wealth management services.
2+ YOEBA/BS in business/finance required; minimum 2 years commercial lending experience; ability to develop and retain business, analyze loan requests, evaluate credit, and communicate with clients and regulators.
Slalom: Provides business and technology consulting and software engineering services.
Significant experience leading client relationships, business development, and delivery teams in consulting; track record growing accounts, managing revenue/profitability, and building executive relationships.
Circana: Provides predictive analytics and data insights for consumer markets.
5+ YOE5+ years experience with syndicated data/analytics or related CPG/retail fields; strong Excel and PowerPoint; client relationship and sales experience; excellent communication and problem-solving skills.
Unify+, Liquid Data, Intelligence Suite, Microsoft Excel, Microsoft PowerPoint
Portfolio Manager - Institutional Client Group - Automotive
Minneapolis or Cincinnati or Charlotte or Denver or New York or Los Angeles
$120k-$141k/yrOnsiteFull Time
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
6+ YOEBachelor's degree or equivalent experience, 6+ years relevant experience, advanced commercial lending and credit expertise, strong relationship management, analytical, presentation, verbal and written communication skills.
STAG Partners: General contractor providing construction and renovation services for commercial properties.
Develop estimates and bids, perform takeoffs, read plans/specifications, use estimating and project tracking software, understand building codes, manage client relationships, and facilitate pre-construction processes.
Microsoft Office, Microsoft Excel, BlueBeam, BuilderTrend
ADF Engineering: Provides process and facility engineering services to industrial manufacturers.
5+ YOEBachelor's in engineering required, 5+ years project experience, PE preferred or obtainable within 1 year, PMP preferred, experience managing budgets/schedules and client relationships, strong writing and site inspection ability.