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238 client relationship manager jobs at 130 companies in Tracy, CA

1mo
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Client Relationship Manager
Fresno or Walnut Creek
$65k-$90k/yr OnsiteFull Time
Mutual of America Financial Group
Mutual of America Financial Group: Provides retirement plans and investment services to various organizations.
Client relationship experience; excellent writing, presentation, and public speaking; active Series 6, 63 and SIE (or obtained within year); state Life & Health insurance license (or obtained within year); valid driver’s license; ability to work flexible hours.
Salesforce
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2mo
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Client Relationship Manager
Hayward, California, United States
$85k-$100k/yr OnsiteFull Time
First Onsite
First OnsiteNASDAQ: FSV: Provides disaster restoration and property reconstruction services.
3+ YOEThree+ years in administrative or sales support; proficient with Microsoft Office and Salesforce; restoration industry experience preferred; bachelor’s degree preferred.
Microsoft Office, Salesforce
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1mo
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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
Gusto
Gusto: Cloud-based payroll and HR software for small businesses.
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.
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4w
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Client Relationship Manager - San Jose Or Santa Clara
San Jose or Santa Clara or California or Colorado or Connecticut or District of Columbia or Hawaii or Illinois or Maryland or Massachusetts or Minnesota or Nevada or New Jersey or New York or Oregon or Rhode Island or Washington
$130k-$160k/yr OnsiteFull Time
Lenovo
LenovoHKSE: 992: Manufactures personal computers, mobile devices, and server infrastructure.
8+ YOEBachelor's degree or equivalent, 8+ years enterprise technology sales, experience selling complex solutions, C-level relationship building, forecasting accuracy, CRM proficiency, and willingness to travel ~50%.
Microsoft Dynamics
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1w
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Relationship Manager
Palo Alto, California, United States
$100k-$150k/yr HybridFull Time
Commercial Bank of California
Commercial Bank of California: A private business bank providing personalized financial and lending services
5+ YOEOriginate and service commercial and consumer credit solutions, build client relationships, cross-sell deposit/lending/treasury services, and represent the bank in community events.
Teladoc
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3mo
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JPMorgan Private Client Relationship Manager – Palo Alto, CA
Palo Alto, 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; strong client relationships; SIE, FINRA Series 7 and 66 (or 63/65); entrepreneurial, networked, and team-oriented.
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2w
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Client Relationship Executive – Cyber Managed Services
San Francisco or Raleigh or Charlotte or Chicago or Jacksonville or Cincinnati or Columbia or Kansas City or Dallas or Los Angeles or Boston or San Jose or Seattle or Tampa or Atlanta or Austin or Washington or Miami or Denver or Detroit or Nashville or Buffalo or Florham Park or New York or Orlando or Philadelphia or Pittsburgh or Hartford or Portland or Houston
$123k-$424k/yr OnsiteFull Time
PwC
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEBachelor's degree, at least 8 years in the cyber industry with proven demand generation and sales success, executive relationship-building, strategic go-to-market and sales planning experience.
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2d
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Client Services Manager
Redwood City, California, United States
$134k/yr HybridFull Time
Securitas
SecuritasNasdaq Stockholm: SECU B: Provides protective services including guarding and electronic monitoring.
7+ YOE5+ MgmtSeven+ years progressive leadership in security or operations, five+ years managing multi-site programs, strong financial acumen, executive client relationship experience, and proficiency with Microsoft Office and analytics tools.
Microsoft Office Suite
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1mo
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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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2mo
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CFP Relationship Manager
Chicago or Denver or Lake Mary or Menlo Park or New York or Westlake
$153k-$230k/yr HybridFull Time
Robinhood
RobinhoodNASDAQ: HOOD: Provides a commission-free platform for investing and financial services.
CFP certification required; experience in financial planning; ability to explain long-term financial plans; asset consolidation; client relationships; compliant guidance.
Financial planning software, General computer software
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1w
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Relationship Manager I (Walnut Creek, CA)
Walnut Creek, California, United States
$81k-$95k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Experience managing complex client relationships, knowledge of wealth management service models, leadership/mentoring, strong communication, proficiency with CRM and workflow tools.
CRM, timekeeping system, workflow management tools
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7h
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Wealth Relationship Manager
Cupertino, California, United States
$101k-$151k/yr OnsiteFull Time
HSBC
HSBCLondon Stock Exchange: HSBA: Global banking and financial services provider.
Experience in financial sales and wealth planning, strong client relationship and business development skills, knowledge of wealth products and regulatory frameworks, and ability to work with Compliance/Credit/Risk.
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1mo
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Private Wealth Management Senior Client Relationship Analyst
Palo Alto, California, United States
$100k-$150k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
5+ YOEBachelor's degree required, 5+ years relevant experience (RIAs, family offices, VC/PE preferred). Strong interpersonal, analytical, organizational, and time-management skills; experience evaluating investments, building financial models, and managing deal/portfolio tracking.
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3mo
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Relationship Manager, Japanese Banking (Pac Rim)
San Ramon or San Jose
$69k-$128k/yr OnsiteFull Time
BMO
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
5+ YOE5+ years of relationship management/portfolio management in a corporate banking environment; bachelor's degree required; bilingual in Japanese and English preferred; strong financial, regulatory, and client-management skills.
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21h
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Wealth Relationship Manager
Cupertino, California, United States
OnsiteFull Time
HSBC
HSBCLondon Stock Exchange: HSBA: Provides global banking and financial services to individuals and businesses.
Experience in financial sales and wealth planning; strong client relationship, business development, compliance and communication skills; Series 7, 63, 65 or 66 and life & health insurance licenses required.
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1mo
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Private Wealth Management Senior Client Relationship Analyst
Palo Alto, California, United States
$68k-$120k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
5+ YOEBachelor's degree, 5+ years relevant experience (RIAs, family offices, VC/PE preferred). Strong interpersonal, communication, analytical, modeling, organizational, and time-management skills; investment evaluation and portfolio tracking experience.
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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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Senior Client Manager
Walnut Creek, California, United States
$75k-$147k/yr HybridFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
5+ YOEBachelor's degree with 5+ years client service/claims management or HS diploma with 10+ years; 1+ year supervisory exp; Life & Health licensing required. Preferred: insurance knowledge and client relationship management; strong communication and analytical skills.
None specified
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3w
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Client Services Manager
Los Angeles or Oakland
$75k-$85k/yr HybridFull Time
Community Initiatives
Community Initiatives: Provides fiscal sponsorship and administrative services to nonprofit projects.
5+ YOEBachelor's degree, 5 years professional experience (≥3 in nonprofit), experience managing multiple client relationships, contract/grant review experience, CRM and project-management proficiency, strong communication and analytical skills.
Salesforce, TaskRay, Asana, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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1mo
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Client Success Manager
San Ramon, California, United States
$100k-$130k/yr HybridFull Time
The Surplus Line Association of California
The Surplus Line Association of California: Oversees California's surplus lines insurance marketplace and ensures compliance.
California resident with a Bachelor's in Business or related field; experience in client relationship management, insurance/regulatory knowledge preferred; strong communication, training, analytical, and CRM/Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, CRM
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