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Relationship Manager
Dallas or Los Angeles or Culver City or San Francisco
$90k-$130k/yrHybridFull Time
Altruist: Provides a digital custodian and portfolio management platform for advisors.
5+ YOE5+ years in relationship management or B2B financial services; FINRA licenses; strong consultative sales and relationship skills; experience with RIA technology and platforms.
United Way of Central Alabama: A non-profit improving lives through community-based social services.
Experience in sales, community relationship development, and fundraising; strong communication; ability to organize volunteers and manage donor engagement.
First Bank: A family-owned bank providing financial solutions to businesses and individuals.
High school diploma or equivalent; background/credit check and NMLS registry required; consultative sales and client relationship skills; life license preferred; flexible schedule including possible Saturdays.
SECU Maryland: Provides banking, lending, and financial services to Maryland members.
Consultative sales experience in retail banking, proven record of member relationship building and goal attainment, familiarity with banking products and financial education delivery.
Central National Bank: Independent community bank providing personal and business financial services.
2+ YOE2+ years banking experience; strong customer service and communication; MS Office proficiency; ability to network and grow relationships; organized; able to multitask.