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
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.
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
10+ YOEBachelor's degree, 10+ years relationship management in financial services, 8+ years working with high-net-worth clients, NMLS/Safe Act standing, FINRA Series preferred, strong relationship and collaboration skills.
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.
Allied Universal: Provides professional security, janitorial, and facility management services.
3+ YOE3+ years event management/supervisory experience, high school diploma, ability to hire/develop staff, strong client relationship and communication skills, and proficiency with Microsoft Office, ABI, and WinTeam.
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.
Gresham or San Francisco or Seattle or Denver or Tempe or Spokane or Boise or Los Angeles or San Diego
$112k-$136k/yrFieldFull Time
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
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.
Business Relationship Manager Senior Deepening - Vice President
Upland, California, United States
$114k-$176k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
5+ YOE5+ years business banking/relationship management experience; strong deposit, cash management, and commercial credit knowledge; excellent communication, organization, and client relationship skills; Microsoft Office proficiency.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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.
CitiNYSE: C: Providing global banking, investment, and wealth management services.
5+ YOE5+ years experience; strong analytical, communication and financial planning skills; required FINRA registrations and Insurance Group 1; bachelor’s degree or equivalent; ability to source and deepen high-net-worth client relationships.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
HSBCLondon Stock Exchange: HSBA: Global banking and financial services provider.
Bachelor's degree preferred; Series 7/63/65/66 and life & health insurance licenses required; experience in financial sales with high-net-worth clients, wealth planning expertise, compliance knowledge, and strong communication/sales skills.
New York or San Francisco or Los Angeles or Austin
$195k-$343k/yrOnsiteFull Time
SnapNYSE: SNAP: Develops social media applications and augmented reality technology.
10+ YOE1+ MgmtBachelor's or equivalent,10+ years sales experience in digital media,1+ year managing a team,client relationship and quota management skills,ability to travel as needed.