14 client relationship manager jobs at 9 companies in Milford, DE
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Private Client Relationship Manager
Lewes or Dover
OnsiteFull Time
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
3+ YOERequires SIE, Series 6/7 and Series 63/66 licenses at hire, 3+ years banking or wealth experience, experience with affluent/HNW clients, Salesforce CRM proficiency, strong communication and regulatory knowledge.
Dealer Relationship Manager –Delaware & Greater Philadelphia
Dover or Delaware or Pennsylvania
$77k-$128k/yrFieldFull Time
SantanderMadrid Stock Exchange: SAN: Global financial institution providing banking and wealth management services.
5+ YOEBachelor’s degree in business, finance, or marketing, or equivalent experience; 5+ years in auto finance, client relations, account management, relationship management, or automotive retail sales management.
Atwell: Provides professional engineering and land development consulting services.
Delaware PE required; proficiency in AutoCAD Civil 3D and Vision; proven land development project management, client relationship, business development, financial oversight, and leadership skills.
OceanFirst BankNASDAQ: OCFC: Regional bank offering commercial, retail, and wealth management services.
10+ YOE10+ years commercial lending experience, proven business development and relationship management, ability to manage clients $50M+, bachelor’s in business/finance or equivalent experience, strong credit and underwriting knowledge.
Business Development Manager III - Financial Wellness Solutions
Atlanta or Washington or Baltimore or Tampa or Charlotte or Philadelphia or Raleigh or Fruitland or Little Falls or Birmingham or Miami or Orlando
$80k-$179k/yrOnsiteFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
8+ YOEExperience in client acquisition and relationship management in financial services; travel within territory; bachelor's degree; strong communication and sales skills.
Financial Solutions Advisor Registration Candidate-Annapolis and Salisbury MD Area
Annapolis or Salisbury or Severna Park or Easton
$29-$34/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Ability to obtain required industry licenses and SAFE Act registration, experience building client relationships, sales aptitude, strong communication and time management.
Sales Representative — Educators & Coaches Transition Role
Clayton, Delaware, United States
$75k-$95k/yrHybridFull Time, Contract
Impact Insurance Agency: Provides supplemental insurance solutions for businesses and their employees.
Consultative B2B sales and client relationship management; comfortable presenting to groups; willing to obtain health and life insurance license; strong communication and territory planning skills.
Trainer & Sales Representative — Professionals with Teaching or Coaching Experience Encouraged to Apply
Frederica, Delaware, United States
$85k-$105k/yrHybridFull Time, Contract
Impact Insurance Agency: Provides supplemental insurance solutions for businesses and their employees.
Consultative B2B sales and territory management with leadership/mentoring responsibilities; comfortable educating employees, building client relationships, and obtaining health & life insurance license (support provided).
Impact Insurance Agency: Provides supplemental insurance solutions for businesses and their employees.
Entry-level B2B outside sales role; mentoring and training provided; must be able to lead presentations, build client relationships, manage territory, and obtain Health & Life insurance license (assistance provided).
Financial Solutions Advisor Registration Candidate-Annapolis and Salisbury MD Area
Severna Park or Annapolis or Salisbury or Easton
$29-$34/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEObtain required industry licenses including SAFE Act registration; high school diploma or GED; ~1 year financial services or sales experience preferred; strong client relationship, communication, and time-management skills.
Creston Advisory: Boutique consultancy providing M&A due diligence and integration support.
8+ YOE8+ years in consulting/M&A or transaction advisory, proven leadership on complex due diligence, client relationship ownership, private equity experience, team building, and strong executive communication.