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532 client relationship manager jobs at 265 companies in Orange, CA

2mo
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Client Relationship Executive
Los Angeles, California, United States
$154k-$328k/yr HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
Manage and grow complex commercial client relationships; deliver strategic solutions; excellent communication and negotiation.
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1mo
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Enterprise Client Relationship Manager
Los Angeles, California, United States
$152k-$203k/yr OnsiteFull Time
Capital Group
Capital Group: Providing active investment management and research-driven financial strategies
5+ YOE5+ years in AI/technology partnerships or enterprise relationship management; strong AI/ML, cloud, and enterprise tech fluency; financial services experience preferred; Bachelor's degree; strong communication skills.
AI, Cloud platforms, Enterprise software, Data analysis
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Sr Client Relationship Manager, Employee Benefits - IAS, West
Irvine, California, United States
$110k-$120k/yr HybridFull Time
The Baldwin Group
The Baldwin GroupNASDAQ: BWIN: Independent distributor of commercial and personal insurance and risk management.
4+ YOEManage mid-to-high complexity client relationships; lead renewals, compliance, data analysis, and cross-functional collaboration to deliver strategic benefits solutions.
Agency Management System, Microsoft Excel, AI-enabled tools, Digital workflow platforms
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1mo
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Market Client Relationship Manager
Los Angeles, California, United States
$115k-$160k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
5+ YOE5+ years professional experience; SIE, Series 7, Series 66 (or Series 63/65), Series 9/10 (or 8) and Series 3/31 licenses; high school diploma minimum; degree preferred.
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2mo
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Senior Client Relationship Manager
Long Beach, California, United States
$88k-$124k/yr HybridFull Time
Mutual of America Financial Group
Mutual of America Financial Group: Provides retirement plans and investment services to various organizations.
Experience in group retirement plans; strong communication; FINRA licenses or to be obtained; valid driver's license.
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Business Development & Client Relationship Manager - Insurance GA
New York or Pasadena
HybridFull Time
Franklin Templeton
Franklin TempletonNYSE: BEN: Global investment firm providing asset and wealth management services.
10+ years insurance client relationship sales experience; deep insurance investment knowledge; Finance degree or related field; strong relationship and presentation skills.
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2mo
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JPMorgan Private Client Relationship Manager – Irvine, CA
Irvine, California, United States
$150k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
10+ YOE10+ years in Financial Services; proven ability to prospect and grow high-net-worth relationships; licensed or willing to obtain required FINRA licenses; bachelor's degree preferred.
NMLS, SIE, Series 7, Series 66, Series 63, Series 65
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Relationship Manager
Torrance, California, United States
$155k-$228k/yr OnsiteFull Time
Citizens Business Bank
Citizens Business BankNASDAQ: CVBF: Commercial banking and financial services for businesses and professionals.
3+ YOEBachelor's degree or 3-5 years commercial real estate or banking experience; strong client relationship and sales skills.
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1mo
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Relationship Manager 1
Laguna Hills, California, United States
$102k-$174k/yr OnsiteFull Time
Farmers and Merchants Bank of Long Beach
Farmers and Merchants Bank of Long BeachOTCQX: FMBL: Local community bank providing commercial and personal banking services.
5+ YOE5+ years CRE lending experience; knowledge of DSCR/LTV; underwriting support; portfolio management; client relationship development; Orange County and LA CRE knowledge.
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3w
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Relationship Manager
Irvine, California, United States
OnsiteFull Time
Sunwest Bank
Sunwest Bank: Entrepreneurial business bank serving businesses and entrepreneurs nationwide.
Analyzing depository and credit information, preparing credit authorizations, underwriting loans, sourcing new business, and maintaining client relationships; proficiency with Excel, Word, and Salesforce; knowledge of commercial banking products and legal entity structures.
Microsoft Excel, Microsoft Word, Salesforce
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Relationship Manager II
Los Angeles, California, United States
$72k-$115k/yr OnsiteFull Time
City National Bank
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
5+ YOEAcquire and deepen client relationships; manage small business and personal clients; provide financial advice; ensure regulatory compliance.
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23h
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Global Relationship Manager
Virginia or Los Angeles
$165k-$235k/yr HybridFull Time
Genpact
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.
CRM
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Client Relationship Executive – Cyber Managed Services
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/yr OnsiteFull Time
PwC
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.
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3mo
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Lido Advisors, LLC - Vice President, Client Relationship Manager
Los Angeles, California, United States
$90k-$110k/yr HybridFull Time
Lido Advisors
Lido Advisors: Provides wealth management and financial planning for high-net-worth individuals.
5+ YOEBachelor's degree; 5+ years in wealth management; 2+ years client-facing; Series 65 or equivalent; strong investment knowledge and communication skills.
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1mo
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Sr Relationship Manager
Irvine, California, United States
$147k-$250k/yr OnsiteFull Time
Columbia Bank
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
10+ YOE10+ years middle market lending; 4-7 years commercial client service; strong credit and relationship skills; travel frequent.
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Relationship Manager, Technology - Institutional Client Group
San Francisco or Denver or Charlotte or Los Angeles
$194k-$229k/yr HybridFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
10+ YOETypically 10+ years banking experience; degree in finance or related field; technology-sector experience; strong sales and portfolio management; FINRA Series 79 and 63 knowledge.
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3w
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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
Lincoln Financial
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%.
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3mo
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Client Technology Manager
Dallas or Chicago or West Los Angeles or San Francisco or Minneapolis
$150k/yr HybridFull Time
ECI
ECI: Managed IT and cybersecurity services for financial institutions.
Leads IT service delivery for client accounts with cloud, security, and project management expertise; strong client relationships.
Windows Server, Windows 10/11, Microsoft 365, Azure, Exchange Online, Google Workspace, VMware vSphere, Hyper-V, Cisco, Palo Alto Networks, Meraki
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1mo
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Relationship Manager (Los Angeles, CA)
Los Angeles, California, United States
$81k-$95k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Experience managing complex client relationships, knowledge of wealth management processes, leadership/mentoring experience, proficiency with CRM systems and workflow management tools, strong communication and problem-solving skills.
CRM systems, workflow management tools, timekeeping system
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2w
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Director, Commercial Relationship Manager
Sherman Oaks, California, United States
$122k-$228k/yr OnsiteFull Time
BMO
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
10+ YOE10+ years relationship/account/portfolio management experience in corporate banking, bachelor’s degree required, credit qualifications as applicable, strong negotiation, client management, and strategic advisory skills.
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