8 client relationship manager jobs at 6 companies in Santa Fe, NM
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Private Client Portfolio Manager I
Santa Fe, New Mexico, United States
OnsiteFull Time
3+ YOEDeliver high-quality client service for private banking and wealth clients; open accounts, support relationship managers, handle loan processes, and assist business development. Bachelor's or 3 years related experience required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Google Mail, IBS, Image Now, Salesforce, FIS, Finzly WIr
1w
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Client Experience Director
Omaha or Anchorage or Phoenix or Folsom or Irvine or Los Angeles or Sacramento or San Francisco or Walnut Creek or Colorado Springs or Denver or Englewood or Washington or Jacksonville or Orlando or Tampa or Atlanta or Honolulu or Boise or Chicago or Louisville or Ann Arbor or Minneapolis or Kansas City or Billings or Missoula or Las Vegas or Reno or Lawrenceville or Newark or Albuquerque or New York City or White Plains or Charlotte or Raleigh or Cincinnati or Cleveland or Columbus or Portland or Salem or Philadelphia or Pittsburgh or Sioux Falls or Austin or Corpus Christi or Dallas or Houston or San Antonio or Vienna or Bellevue or Gillette or Seattle or San Diego or Lexington or Portland or Charleston or Des Moines or Spokane or Columbia or Nashville or Arlington or Baltimore or Mobile or Richmond or Tucson or Winston-Salem or Miami or Indianapolis or Pompton Lakes or Detroit or Fargo or Santa Fe or Oklahoma City or Norfolk or Madison or Little Rock or Charleston or Doral or Milwaukee or Overland Park
OnsiteFull Time
15+ YOE15+ years in A/E/C required, with strategic program leadership, executive communication, cross-functional influence, client relationship management, and qualitative and quantitative data analysis. Bachelor's degree strongly preferred.
Client Feedback System, CRM systems, dashboards, analytics
4w
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Account Manager
Santa Fe, New Mexico, United States
FieldFull Time
Landscape experience and plant knowledge required; bachelor\u0002s in horticulture/turfgrass preferred; ability to manage crews, budgets, and client relationships; comfortable communicating with diverse stakeholders; Spanish is a plus.
2w
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J.P. Morgan Wealth Management – Private Client Advisor – Rio Rancho, NM
Rio Rancho or Rio Rancho
OnsiteFull Time
2+ YOERequires 2+ years of financial advisory or equivalent financial services experience, client relationship and acquisition success, Series 7, Series 66 or 63/65, and life, health, and long-term care insurance licenses.
digital technology
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Convention Services Manager
Santa Fe, New Mexico, United States
OnsiteFull Time
2+ YOEManage group/catering sales and convention services including responding to opportunities, conducting site inspections, creating contracts, prospecting new business, detailing events, and building client relationships; 2 years related experience required; strong sales, communication, and organizational skills; ability to work varied schedule.
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Financial Solutions Advisor Registration Candidate Consumer Investments - Santa Fe, NM Area
Santa Fe or Santa Fe or Santa Fe or Santa Fe
OnsiteFull Time
1+ YOERequires high school diploma/GED, aptitude to obtain industry licenses, and 1 year of financial services or sales experience preferred. Requires client relationship, communication, multitasking, risk management, and technology skills.
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Financial Solutions Advisor Registration Candidate Consumer Investments - Santa Fe, NM Area
Santa Fe, New Mexico, United States
OnsiteFull Time
1+ YOEHigh school diploma or equivalent required. Requires client relationship experience, needs assessment, solution recommendations, communication, collaboration, time management, and ability to obtain industry licenses; financial services or sales experience preferred.
SAFE Act, FINRA, Securities Industry Essentials (SIE)
2mo
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Financial Solutions Advisor Registration Candidate - Santa Fe North Financial Center
Santa Fe, New Mexico, United States
OnsiteFull Time
Must obtain SIE within 30 days and Series 7 & 66 within 120 days; aptitude for licensing, self-disciplined time management, client-relationship experience, strong communication, multitasking, and ability to learn new technology. SAFE Act registration required for mortgage origination.