1,721 relationship management jobs at 880 companies in Dallas, TX
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Client Relationship Management Specialist, TRPG
Dallas or Leawood
$63k-$88k/yrHybridFull Time
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
1+ YOEMinimum 1 year client relationship or customer support experience in financial services; proficiency with Microsoft Office and CRM; strong organization, communication, and multitasking skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Salesforce
Vanguard: Global investment management and financial services provider.
3+ YOE3+ years managing a financial services book of business, with high-net-worth client relationship experience preferred; requires regulatory licensing or registration and a bachelor's degree or equivalent experience.
TIAA: Provides retirement and financial services for academic and non-profit sectors.
2+ YOE2+ years financial services; Series 7, 63, 65, 66; Life and Health Insurance license; licenses due within 120 days; Bachelor’s degree preferred; strong communication and relationship skills.
Series 7, Series 63, Series 65, Series 66, Life and Health Insurance License
Check out this job at Deloitte, Manager, Strategic Relationship Management - Deloitte University
Westlake, Texas, United States
$113k-$189k/yrOnsiteFull Time
Deloitte: Provides professional audit, consulting, advisory, and tax services.
6+ YOEBachelor's degree, 6+ years relevant experience (2-3+ years client experience), strong analytical, project management, client relationship, and people leadership skills; mastery of Microsoft Office; ability to travel up to 25%; in-office at Deloitte University Westlake.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word
TIAA: Financial services organization providing retirement, asset management, and investments.
2+ YOEMinimum 2 years financial services experience; obtain Series 7 and Series 63/65/66 and life & health insurance license within 120 days; university degree preferred; strong client relationship and advisory support skills.
WaFd BankNasdaq: WAFD: Provides comprehensive personal and commercial banking and lending services.
7+ YOEBachelor's degree or equivalent, seven years of relationship management experience, commercial lending expertise, negotiating ability, and knowledge of loan processing, documentation, and lending procedures.
Third Bridge: Connects investors to industry experts for market research.
2+ YOE2+ years in account management/sales/customer success with commercial accountability, strong communication, relationship-building, organization, and ability to use client data to drive action; interest in financial markets.
Dogtopia of Roanoke: Provides dog daycare, boarding, and spa services in Roanoke.
Proven sales experience, strong communication and negotiation skills, organized, target-driven, relationship management, time-management, and openness to feedback.
Cristo Rey Fort Worth: Private Catholic high school offering college-prep education and work experience.
3+ YOEBachelor’s degree; at least 3 years in education, workforce development, or corporate relations; proven partnership management; experience with high school students in underserved communities.
Dogtopia: Provides dog daycare, boarding, and spa services.
Proven sales experience, target-driven, excellent communication and negotiation, time management, relationship management, and ability to manage marketing, digital spend, and convert leads to memberships.
Communities Foundation of Texas: Providing philanthropic services and educational advocacy for Texas communities.
10+ YOEBachelor's degree required; 10+ years in relationship management, fundraising, or business development; proven success cultivating major and complex gifts; executive leadership and team development experience; Salesforce and data-driven reporting experience.
Zenith American Solutions: Administers health and retirement benefits for multi-employer trust funds.
Associate's degree in business, strong communication and organizational skills, proficiency with Microsoft Office, ability to travel, experience with client relationship management preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, PowerPoint, Salesforce, Smartsheet
Encore Bank: Provides boutique commercial and personal banking and lending services.
5+ YOEBachelor's degree or equivalent; 5+ years relationship management in banking; knowledge of C&I lending, treasury management, and commercial products; strong communication and business development skills; able to work independently.
Encore Bank: Private boutique bank providing commercial banking and personalized financial services.
5+ YOEBachelor's degree or equivalent work experience; 5+ years in relationship management and banking; knowledge of C&I lending, treasury management, and commercial banking products; strong communication and business development skills.
Frost BankNYSE: CFR: Provides personal and commercial banking, investment, and insurance services.
3+ YOE3+ years lending experience, strong written and verbal communication, proficiency with Microsoft applications, ability to build and maintain commercial customer relationships and monitor loan portfolios.
ATALNT: Provides logistics, freight brokerage, and supply chain solutions.
5+ YOEMinimum 5+ years of business development or account management in non-asset freight brokerage; strong sales, relationship management, pricing, and multi-modal knowledge.
Tata Consultancy ServicesNational Stock Exchange of India: TCS: Global provider of IT services, consulting, and business solutions.
10+ YOE10+ years experience managing enterprise accounts; building VP-level relationships; developing pipeline, securing new business, and supporting delivery to ensure CSAT and growth.