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Director, Relationship Management
Lindon, Utah, United States
$175k-$180k/yr HybridFull Time
5+ YOE5+ Mgmt5+ years leading customer-facing teams in SaaS/tech, proven track record in retention and expansion, experience building scalable account management processes, data-driven decision making, strong communication and relationship skills.
Salesforce
3w
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Director, Senior Relationship Management
New York City, New York, United States
$239k-$300k/yr OnsiteFull Time
Managing and growing relationships with large institutional clients, acquiring new clients, overseeing risk and compliance for a portfolio, delivering strategic client plans, and providing senior stakeholder influence and analysis.
Coalition, Barclays enterprise client data platform, Markets sales credit platform
1mo
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Relationship Management Partner 1
Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg
$55k-$64k/yr HybridFull Time
Manage and strengthen advisor relationships; identify retention risks; analyze data to support growth; proficiency with Microsoft 365 and Salesforce; high school diploma required, bachelor’s preferred.
Microsoft 365, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint, Salesforce, CRM
1w
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Senior Manager, Relationship Management, HFS
Chicago, Illinois, United States
$137k-$240k/yr HybridFull Time
Leadership experience in hedge fund services, product control or relationship management; strong technical knowledge, communication, and organizational skills; ability to manage priorities and develop talent.
2mo
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MD BB Relationship Management
New Haven, Connecticut, United States
$140k-$170k/yr OnsiteFull Time
3+ YOE3+ years of Business Banking Relationship Management sales experience; treasury management knowledge; credit experience; strong business development.
3w
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Relationship Management Specialist
Eagan or United States
$60k-$70k/yr RemoteFull Time
3+ YOE3+ years in client services/account management/project coordination; strong attention to detail, organizational and communication skills; proficiency with PowerPoint, Google Workspace, Salesforce, and Zoom.
Microsoft PowerPoint, Google Workspace (Docs and Sheets), Salesforce, Zoom
1mo
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Associate | Relationship Management
Brentwood, Tennessee, United States
OnsiteFull Time
1+ YOEBachelor's degree or equivalent, 1+ years in wealth management/financial planning, strong organizational and communication skills, experience with CRM and financial planning tools, familiarity with custodial platforms like Schwab.
financial planning software, CRM, Schwab
4d
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Director, Relationship Management - Clinical Operations, Hybrid
North Wales or Rahway
$173k-$273k/yr HybridFull Time
10+ YOE10+ years clinical trial experience with supplier/partner management, strong collaboration, negotiation, change management, decision-making; Bachelor\u0002s degree required.
1w
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Relationship Management Officer, Portfolio Management
Wilmington, Delaware, United States
HybridFull Time
4+ YOEBachelor's degree, 4+ years portfolio management experience, knowledge of private equity/hedge strategies, strong communication, portfolio construction and fiduciary experience.
CRM
1d
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Treasury Management Relationship Officer
Sioux Falls, South Dakota, United States
OnsiteFull Time
5+ YOEBachelor's degree preferred or equivalent experience; 5+ years in retail/business/commercial banking or treasury management; client-facing experience; ability to learn complex products and support relationship growth.
1mo
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Business Relationship Management Director
Carlisle, Pennsylvania, United States
$139k-$209k/yr HybridFull Time
10+ YOEBachelor's degree or equivalent; 10+ years in solution delivery/service/program/BRM; 5+ years in retail; strong communication, influencing, conflict resolution, and strategic IT/business partnership skills.
2d
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Business Relationship Management Representative
Patuxent River, Maryland, United States
$50k-$60k/yr HybridFull Time
High school diploma or degree with 2 years related experience; strong written/verbal communication, Microsoft Office and Teams proficiency; ability to obtain and maintain SECRET clearance; US citizenship required.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Microsoft Teams, Microsoft SharePoint Online, ServiceNow, Ivanti ITSM
2d
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Relationship Management Coordinator
Hamilton, New Jersey, United States
OnsiteFull Time
1+ YOEHigh school diploma, 1+ year administrative experience, knowledge of medical transport intake/scheduling, familiarity with Medicare/Medicaid documentation, strong communication and computer skills, ability to travel to hospitals and drive.
Logis, RoundTrip
2mo
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Director, Relationship Management, Community Development Fund
Washington, District of Columbia, United States
$125k-$135k/yr HybridFull Time
5+ YOE5+ years in commercial/small business lending or community development finance; strong relationship management and credit analysis skills; experience with underserved communities.
1w
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AVP Relationship Management
United States
$115k-$150k/yr RemoteFull Time
8+ YOEBachelor's degree; 8+ years strategic/consultative selling and relationship management with senior executives in benefits/finance; strong negotiation, presentation, Salesforce and Microsoft Office skills; ability to travel >30%.
Microsoft Office, Salesforce, Microsoft Copilot, Trailhead
1w
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Associate Director, Case Relationship Management
Houston, Texas, United States
HybridFull Time
3+ YOE3+ MgmtLead teams of 7-12, manage case relationship managers, resolve escalations, strong communication, 3+ years leading teams, knowledge of life insurance distribution, Bachelor's or equivalent experience, Microsoft Office proficiency.
Microsoft Office
1w
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AVP/Treasury Management Relationship Officer
Fairfield, New Jersey, United States
$85k-$115k/yr OnsiteFull Time
3+ YOEBachelor's or equivalent, 3+ years treasury management or commercial banking experience, strong treasury product knowledge, client relationship and presentation skills, Microsoft Office proficiency.
Microsoft Office
3w
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SVB- Relationship Management Director Startup Banking-
Austin, Texas, United States
HybridFull Time
6+ YOEBachelor's +6 years relationship management/business development in startup technology ecosystem OR HS/GED +10 years; experience in Austin VC/tech community, people leadership, commercial banking product knowledge, target-driven and data-oriented.
2w
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Relationship Management, VP
Quincy, Massachusetts, United States
$110k-$208k/yr OnsiteFull Time
15+ YOEBachelor's degree, 15+ years experience preferred, 3-5 years financial services relationship management/sales or client service, strong communication, client relationship and commercial negotiation skills, experience with SF360 CRM.
SF360 CRM
4w
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Senior Analyst, Relationship Management - Liberty Mutual Investments
Boston, Massachusetts, United States
$100k-$185k/yr OnsiteFull Time
3+ YOE3+ years relationship management or investor relations experience; strong analytical, project management, and executive-communication skills; CRM (DealCloud/Salesforce) stewardship; advanced Microsoft Excel and PowerPoint; AI literacy.
DealCloud, Salesforce, Microsoft Excel, Microsoft PowerPoint
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