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134 client relationship manager jobs at 85 companies in Poway, CA

1mo
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Associate, Client Relationship Manager
San Diego, California, United States
$65k-$75k/yr HybridFull Time
Lido Advisors
Lido Advisors: Provides wealth management and financial planning for high-net-worth individuals.
1+ YOEBachelor's degree, 1+ year client support experience (RIA/financial services or relevant internship), Series 65 or 66 required/attainable, strong attention to detail, Excel/Word/Outlook/Salesforce/PowerPoint experience, excellent communication and multitasking skills.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Salesforce, Microsoft PowerPoint
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1w
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Manager, Client Relationship Support - La Jolla, CA
La Jolla, California, United States
$40-$72/hr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
2+ MgmtRequires FINRA Series 7 and 63 (active), ability to obtain Series 9 and 10, client-facing financial services experience, supervisory skills, strong communication and attention to detail.
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2mo
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JPMorgan Private Client Relationship Manager – Del Mar, CA
Del Mar, 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 with affluent/complex relationship management and business development; proven ability to build trusted client relationships and deliver bespoke solutions.
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3mo
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Relationship Manager
San Diego, California, United States
$127k-$185k/yr OnsiteFull Time
Citizens Business Bank
Citizens Business BankNASDAQ: CVBF: Commercial banking and financial services for businesses and professionals.
3+ YOEManage a portfolio of commercial clients; develop relationships to generate loans, deposits, and banking products; ensure adherence to policies; supports center sales and service objectives.
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2w
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Relationship Manager
Carlsbad, California, United States
OnsiteFull Time
Sunwest Bank
Sunwest Bank: Entrepreneurial business bank serving businesses and entrepreneurs nationwide.
Experience in commercial lending, underwriting, and client relationship development; knowledge of commercial banking products and legal entity structures; strong communication and Microsoft Office skills.
Microsoft Word, Microsoft Excel
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1mo
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Relationship Manager III - C&IB
San Diego, California, United States
$160k-$296k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
8+ YOERelationship management experience in corporate banking; drive revenue; manage client risk and relationships.
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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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3w
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Client Relationship Manager, Employee Group Benefits - Los Angeles or San Diego, CA
Carlsbad or Los Angeles or San Diego
$80k-$120k/yr HybridFull Time
The Hartford
The HartfordNYSE: HIG: Provides business and personal insurance, group benefits, and investments.
2+ YOE2+ years disability & life group benefits/account management experience; Group Life & Health license required (maintain CE); 4-year degree preferred; proficient with Microsoft Office; strong presentation, communication, and organizational skills; must reside within market.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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1w
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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/yr OnsiteFull Time
Grant Thornton
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.
ServiceNow, CRM/OneView
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2mo
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HOA Relationship Development Manager
San Diego or Las Vegas or Greenwood Village or South Jordan or Los Angeles or Dallas or Irvine or Phoenix
$90k-$175k/yr OnsiteFull Time
Columbia Bank
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.
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Client Manager - Security Services
San Diego, California, United States
$75k-$85k/yr OnsiteFull Time
Allied Universal
Allied Universal: Global security and facility services provider protecting people and property.
2+ YOE2+ MgmtManage client relationships and front-line staff, drive operational and financial metrics, hire/develop employees, use BI and web tools, interpret financial data; requires 2+ years operational/management experience and a driver’s license if driving.
Microsoft Office, Business Intelligence Platform, Business Intelligence (BI), Allied Universal’s AI technology
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3mo
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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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1mo
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Client Manager - Security Services
San Diego, California, United States
$75k-$85k/yr OnsiteFull Time
Allied Universal
Allied Universal: Provides security personnel, technology, and facility management services.
2+ YOE2+ MgmtManage front-line security staff, build client relationships, oversee budgets and account health, use BI and reporting tools, drive operational goals, and ensure safety and compliance; requires 2+ years operational/management experience and proficiency with Microsoft Office.
Allied Universal AI technology, Business Intelligence Platform, Microsoft Office
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3mo
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Senior Business Relationship Manager (LO)
Carlsbad, California, United States
$104k-$168k/yr HybridFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
4+ YOE4+ years banking experience; ability to source/manage clients; knowledge of deposit/cash management; strong relationship and communication skills; BS/BA or higher.
Microsoft Office
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1mo
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Senior VIP Relationship Manager (HNW Segment)
Tijuana, Baja California, Mexico
OnsiteFull Time
Caliente.mx
Caliente.mx: Operates a sports betting and online casino gaming platform.
7+ YOE7+ years in private wealth management, luxury hospitality, or elite relationship management; UHNW client experience; bilingual English and Spanish; executive presence, discretion, analytical skills for retention strategy.
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3d
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Business Banking Sr Relationship Manager
San Diego, California, United States
$140k-$185k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
5+ YOE5+ years commercial lending/business banking experience; portfolio management for $20–50M clients; financial statement and cash flow analysis; sales and relationship development skills; Bachelor's preferred.
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6d
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National Client Manager
San Diego or Glendale
OnsiteFull Time
Unum Group
Unum GroupNYSE: UNM: Provides insurance and employee benefits to businesses and individuals.
5+ YOE5+ years employee benefits/insurance experience preferred; bachelor’s degree preferred; strong consultative, analytical, and relationship management skills; proper licensing within 90 days; ability to travel.
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4w
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Senior Client Service Manager (Water/ Wastewater/ Infrastructure)
San Diego or Walnut Creek
$158k-$216k/yr HybridFull Time
Brown and Caldwell
Brown and Caldwell: Provides environmental engineering services for water and infrastructure systems.
10+ YOEMinimum 10 years in environmental engineering/consulting with client relationship leadership, business development, portfolio management, and team leadership. Bachelor's degree required. Must pass pre-employment background check and drug test.
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2w
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Associate Client Success Manager
San Diego, California, United States
$55k-$65k/yr HybridFull Time
IPS Group
IPS Group: Manufacturer of smart parking meters and integrated parking software.
Entry-level customer success role supporting customer accounts, relationship building, onboarding, issue resolution, and cross-functional collaboration.
CRM
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1mo
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Client Director - Strategic Tech
San Diego, California, United States
$157k-$259k/yr RemoteFull Time
ServiceNow
ServiceNowNYSE: NOW: Provides a cloud platform for automating enterprise digital workflows.
7+ YOE7+ years client management, 2+ years as a Client Director or equivalent, proven multi-million-dollar sales experience, executive relationship management, AI integration thinking, IT/service-management domain experience, ability to lead virtual teams, travel up to 50%.
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