306 client relationship manager jobs at 158 companies in Santa Rosa, CA
2mo
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Client Relationship Manager
San Francisco, California, United States
OnsiteFull Time
10+ YOE10+ years financial services experience, high school diploma, FINRA Series 7 & 63 required (65/66 may be required), strong client engagement, communication, time management, problem solving, and proficiency with Microsoft Office.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2mo
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VP/Client Relationship Manager
Vacaville, California, United States
$95k-$100k/yr OnsiteFull Time
5+ YOEBachelor's degree or equivalent (8 years) and 5+ years client relationship experience; proficiency with Profit Intel preferred; strong communication, initiative, and sales skills.
Profit Intel
3mo
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Private Client Relationship Manager
San Francisco, California, United States
$151k-$189k/yr OnsiteFull Time
Bachelor’s degree required; Series 65 within 60 days; CFP preferred; strong sales and service orientation; client relationship management and collaboration skills.
2mo
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Client Relationship Manager
San Francisco, California, United States
OnsiteFull Time
10+ YOE10+ years financial services experience, HS diploma, FINRA Series 7 and 63 required (65/66 may be required), proficiency with Microsoft Office, strong client communication and analytical skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2d
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Senior Client Relationship Manager - Hybrid (Walnut Creek, CA)
San Francisco or Walnut Creek
$150k-$175k/yr HybridFull Time
5+ YOERequires 5–10 years in financial services, retirement plan client experience, Series 65, ERISA knowledge, strong relationship management, and proficiency with Microsoft 365, SharePoint, Zoom, and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Microsoft SharePoint, Zoom, Salesforce, fi360/Toolkit, CRM, AI
2mo
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Future Opportunities: Retirement Client Relationship Manager
Denver or San Francisco or New York City or San Jose or Scottsdale or Chicago or Phoenix
HybridFull Time
Customer-facing B2B relationship experience with strong communication, problem-solving, empathy, and analytical skills; familiarity with AI tools encouraged; ability to work in a hybrid office schedule.
3mo
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Relationship Manager
San Francisco, California, United States
$104k-$151k/yr OnsiteFull Time
3+ YOEManages a portfolio of Commercial clients; develops relationships leading to loans, deposits, and banking products; supports Center sales and service initiatives.
1mo
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Relationship Manager
San Francisco, California, United States
$100k-$200k/yr OnsiteFull Time
10+ YOE5+ Mgmt10+ years banking experience with 5+ years direct client relationship management, venture debt/venture lending or C&I lending preferred; credit structuring, term sheet negotiation, and legal document review; must be authorized to work in the US.
2d
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Client Relationship Marketing Associate Director
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States or Remote
$139k-$370k/yr RemoteFull Time
10+ YOERequires 10+ years marketing experience, 3+ years account-based or client relationship marketing, strong communication, project management, strategic advising, commercial acumen, and CRM/Gen AI proficiency.
Salesforce, Gen AI
1mo
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Client Relationship Executive – Office of the CFO Managed Services
San Francisco or United States
$123k-$424k/yr OnsiteFull Time
8+ YOEBachelor's degree and at least 8 years of sector/account/relationship management experience; strong relationship management, strategic thinking, sales and analytical skills.
3mo
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JPMorgan Private Client Relationship Manager – San Francisco, CA
San Francisco, California, United States
$150k/yr OnsiteFull Time
10+ YOE10+ years in financial services; proven wealth/relationship management; license requirements; college degree preferred.
2w
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Relationship Manager I
Oakland, California, United States
$65k-$104k/yr OnsiteFull Time
3+ YOEBachelors or equivalent, 3+ years sales and financial institution experience, strong banking product knowledge, regulatory/compliance familiarity, client relationship and sales skills.
2w
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Relationship Manager (San Francisco, CA)
San Francisco or Walnut Creek
$81k-$95k/yr HybridFull Time
Client-facing role supporting wealth advisors; requires strong wealth management knowledge, relationship management, communication, leadership, and CRM proficiency.
CRM
3w
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Client Manager
San Francisco or Sacramento
$90k-$115k/yr OnsiteFull Time
3+ YOE3+ years insurance experience with employee benefits expertise, strong communication, project planning, client relationship, data analysis, and technology aptitude.
2d
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Aladdin Client Engagement, Front Office Relationship Manager, Vice President
San Francisco, California, United States
$148k-$195k/yr HybridFull Time
5+ YOE5+ years in financial services; portfolio management or analysis knowledge; private and public markets expertise; excellent communication, presentation, problem-solving, and client relationship skills.
Aladdin, eFront, SQL, Linux/UNIX, Python, JavaScript
1mo
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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
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
1mo
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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
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
3w
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Associate Customer Relationship Manager
San Francisco, California, United States
$64k-$129k/yr HybridFull Time
2+ YOE2+ years experience preferred; strong communication, client relationship, retention, negotiation skills; proficient in Microsoft Office; bachelor’s degree preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2mo
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Associate Customer Relationship Manager
San Francisco or Dublin or United States
$64k-$129k/yr HybridFull Time
2+ YOE2+ years experience preferred; bachelor's degree preferred; strong written/verbal communication; client relationship, negotiation, and retention skills; proficiency with Microsoft Office (Word, Excel, PowerPoint).
Microsoft Office Suite, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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Wealth Relationship Manager - Chinatown Clay
San Francisco, California, United States
$88k-$133k/yr OnsiteFull Time
5+ YOE5+ years experience; strong analytical, communication, and financial planning skills; required FINRA registrations and Insurance Group 1; ability to prospect, deepen client relationships, and follow KYC/AML compliance.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
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