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99 client relationship manager jobs at 61 companies in Oxnard, CA

3mo
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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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1w
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Relationship Manager (Woodland Hills, CA)
Woodland Hills, California, United States
$71k-$85k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Experience in wealth management, client relationship management, CRM proficiency, strong communication, organizational and problem-solving skills; leadership or mentoring experience preferred.
CRM
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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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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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1w
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Relationship Manager, Construction Lending
Encino, California, United States
$140k-$175k/yr HybridFull Time
Ascent Developer Solutions
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.
Microsoft Excel, Microsoft PowerPoint, CRM
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1w
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Manager, Client Success
United States or San Francisco or Seattle or New York City or Santa Monica
$102k-$162k/yr RemoteFull Time
GoodRx
GoodRxNASDAQ: GDRX: Platform for prescription drug price comparison and healthcare discounts.
8+ YOE3+ Mgmt3+ years team lead experience, 8+ years pharmaceutical client/account management, strong communication, analytics, and relationship management; Salesforce and project management tool proficiency.
Salesforce, JIRA, TaskRay
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2mo
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Client Service Manager
Palo Alto or San Francisco or San Diego or Century City or Los Angeles or Seattle
$119k-$178k/yr HybridFull Time
Wilson Sonsini
Wilson Sonsini: Global law firm specializing in technology and life sciences counseling.
5+ YOE5+ years in client service or related field; bachelor's degree preferred; strong communication, relationship building, and project management skills; proficient in MS Office; hybrid work and travel flexibility.
Salesforce, Smartsheet, Microsoft Office
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2mo
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Commercial Middle Market Relationship Manager
El Segundo, California, United States
OnsiteFull Time
Fifth Third Bank
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
10+ YOE10+ years commercial banking; strong relationship management; credit and financial analysis; ability to coordinate with internal partners and manage large client relationships.
Microsoft Office, CRM systems
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1w
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Wealth Relationship Manager - Simi Valley
Simi Valley, California, United States
$84k-$126k/yr OnsiteFull Time
Citi
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
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1mo
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Wealth Relationship Manager
Beverly Hills, California, United States
$111k-$166k/yr OnsiteFull Time
HSBC
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.
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2w
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Client Partnerships Manager
Agoura Hills, California, United States
$61k-$90k/yr HybridFull Time
Publicis Groupe
Publicis GroupeEuronext Paris: PUB: Global communications, advertising, and digital transformation holding.
Bachelor's degree or equivalent experience in online/digital performance marketing; strong communication, analytical, and business acumen; ability to develop account strategies, influence stakeholders, and manage publisher relationships; Microsoft Office proficiency.
Microsoft Windows, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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2w
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Business Relationship Manager I - Officer
Studio City, California, United States
$70k-$100k/yr FieldFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOEManage a portfolio of business clients; 1+ year business banking or related lending experience; knowledge of business credit, strong communication, risk management, and MS Office proficiency.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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1w
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Relationship Manager - Thousand Oaks, CA
Thousand Oaks, California, United States
$48k-$91k/yr OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
1+ YOEFINRA Series 7 & 66 (or ability to acquire Series 66), 1-3 years financial services experience, financial planning knowledge, strong client service and communication skills; degree/certifications helpful.
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2mo
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Client Solutions Manager (Marketing & Creative)
Westwood, California, United States
$70k-$72k/yr HybridFull Time
Robert Half
Robert HalfNYSE: RHI: Provides specialized staffing services and business consulting solutions globally.
2+ YOEBachelor’s degree preferred; 2+ years in B2B development or related marketing/creative field; strong client relationship skills; ability to multi-task in a fast-paced environment.
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2mo
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Wealth Relationship Manager (Beverly Hills, CA, US, 90210)
Beverly Hills, California, United States
OnsiteFull Time
HSBC
HSBCLondon Stock Exchange: HSBA: Provides global banking and financial services to individuals and businesses.
Bachelor’s degree in business/finance or related field; Series 7/63/65/66 licenses (or 63/65); life and health licenses; additional language skills (Mandarin, Hindi, Spanish); experience in wealth management and client advisory; strong relationship and sales skills.
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2w
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Client Partner
Santa Monica or Los Angeles or Chicago or San Francisco or New York City
$91k-$161k/yr OnsiteFull Time
Snap
SnapNYSE: SNAP: Develops social media applications and augmented reality technology.
5+ YOE5+ years marketing/brand advertising/media sales or online advertising experience; bachelor’s degree preferred; ability to engage C-level clients, present, travel as needed, and manage client relationships and campaigns.
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2mo
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Business Banking Relationship Manager - Beverly Hills & LA- Potential Signing Bonus up to $25K
Beverly Hills, California, United States
$111k-$131k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
5+ YOEBachelor's degree; 5-7 years in business banking; strong relationship management; knowledge of cash flow, credit underwriting; ability to build client relationships.
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4d
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Enterprise Client Leader
Chicago or New York or Atlanta or San Francisco or Los Angeles or Philadelphia or Dallas
$250k-$300k/yr OnsiteFull Time
Aon
AonNYSE: AON: Global professional services firm providing risk and people solutions.
15+ YOE15+ years of industry/consulting experience with complex global client management; deep industry knowledge, executive relationship capital, consulting and financial skills; Bachelor’s degree or equivalent experience.
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2mo
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Commercial Lending Regional Client Support Manager
El Segundo, California, United States
$94k-$124k/yr OnsiteFull Time
CalPrivate Bank
CalPrivate BankOTCQX: PBAM: Provides commercial banking, private banking, and specialized lending services.
5+ YOE5+ years in commercial banking or credit support; strong credit acumen; ability to prepare loan analyses; proficient in MS Office; experience supporting relationship managers.
Microsoft Office, Banking/loan management systems
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1w
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Vice President, Client Solutions (Alternatives & Wealth)
Pittsburgh or Santa Monica or Chicago or New York City
$110k-$175k/yr HybridFull Time
Wilshire
Wilshire: Provides investment advisory and portfolio solutions for institutional investors.
8+ YOEBachelor's degree or equivalent, 8+ years in client services/relationship management in financial services, strong investment product knowledge, Excel proficiency, strong communication and analytical skills.
Microsoft Excel
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