117 client relationship manager jobs at 73 companies in Santee, CA
2w
Save
Mark Applied
Hide
2w
Manager, Client Relationship Support - La Jolla, CA
La Jolla, California, United States
$40-$72/hrOnsiteFull Time
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.
JPMorgan Private Client Relationship Manager – Del Mar, CA
Del Mar, California, United States
$150k/yrOnsiteFull Time
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.
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.
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/yrRemoteFull Time
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%.
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/yrOnsiteFull Time
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.
San Diego or Las Vegas or Greenwood Village or South Jordan or Los Angeles or Dallas or Irvine or Phoenix
$90k-$175k/yrOnsiteFull Time
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.
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
Gresham or San Francisco or Seattle or Denver or Tempe or Spokane or Boise or Los Angeles or San Diego
$112k-$136k/yrFieldFull Time
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
7+ YOEBachelor's degree or equivalent experience, 7+ years relationship management experience, strong sales/analytical/communication skills, experience with public sector/higher education clients, ability to lead client reviews and manage contracts.
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.
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.
Senior Client Service Manager (Water/ Wastewater/ Infrastructure)
San Diego or Walnut Creek
$158k-$216k/yrHybridFull Time
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.
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%.
Client Development Senior Manager - State and Local Government Health
Boston or Tampa or New York City or Orange County or California or Sacramento or Washington, D.C. or Chicago or San Diego or Los Angeles or San Francisco or Albany
$170k-$187k/yrHybridFull Time
Manatt: Provides legal, public advocacy, and business strategy consulting services.
7+ YOE7-10 years business development experience with state/local government clients, bachelor\u0002s degree required, CRM and data analytics experience (Salesforce, HubSpot, ClientSense), Microsoft Office proficiency, strong communication and relationship-building skills.
Salesforce, HubSpot, ClientSense, CRM, Microsoft Excel, PowerPoint, Word
Client Partner, Senior Principal (Multiple Openings) | Southern California
Los Angeles or Orange County or San Diego
$157k-$235k/yrOnsiteFull Time
Slalom: Provides business and technology consulting and software engineering services.
Proven consulting leader with account growth, business development, delivery oversight, executive relationship skills, and willingness to travel locally across Southern California.
Executive Director, Client Partnership - West Coast ONLY
San Diego or Los Angeles or Atlanta or Chicago or Denver or Newburyport or Salt Lake City
$175k-$225k/yrRemoteFull Time
DEPT: Global digital agency providing integrated technology and marketing services.
12+ YOE12+ years leading client relationships in digital agencies or consultancies, experience managing large-scale accounts and multidisciplinary teams, strong commercial acumen, executive presence, strategic and cross-functional leadership.
ParsonsNYSE: PSN: Provides engineering and technology services for infrastructure and defense.
10+ YOEBachelor's in engineering or related field,10+ years project experience,project management certification path,budgeting,scope and schedule control,leadership,client relationship and regulatory knowledge.
Health & Wellness Partners: Provides medical communications and marketing for life sciences companies.
1+ YOE1-3 years account/project management experience; proficiency with Microsoft Office (Word, Excel, PowerPoint) and Adobe Workfront; strong client relationship, organizational, and communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe Workfront
Sares Regis Group: Real estate development, investment, and property management firm.
2+ YOE2+ MgmtResponsible for management, administration, operations and financial performance of a multifamily portfolio. Requires multi-family property management experience, ability to obtain real estate license within 6 months, leadership, client relationship management, financial acumen and travel as needed.