2mo
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Relationship Manager
Dallas or Los Angeles or Culver City or San Francisco
$90k-$130k/yr HybridFull Time
5+ YOE5+ years in relationship management or B2B financial services; FINRA licenses; strong consultative sales and relationship skills; experience with RIA technology and platforms.
Google Workspace, Salesforce, Slack
2mo
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Relationship Manager
San Francisco or New York
$181k-$226k/yr HybridFull Time
4+ YOE4+ years in relationship/account management or sales, startup/fintech experience preferred.
Salesforce, Vitally, Gong, Scratchpad, HEX, Looker, LogRocket
1mo
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Relationship Manager
Denver, Colorado, United States
$195k/yr OnsiteFull Time
Experience in commercial banking, loan and deposit products, financial statement analysis, and relationship management.
Salesforce
2mo
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Relationship Manager
Birmingham, Alabama, United States
OnsiteFull Time
Experience in sales, community relationship development, and fundraising; strong communication; ability to organize volunteers and manage donor engagement.
1w
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Relationship Manager
Minneapolis, Minnesota, United States
$70k-$85k/yr HybridFull Time
Experience in wealth management service models, client relationship management, leadership/mentoring, strong communication and problem-solving, and proficiency with CRM and workflow systems.
2mo
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Relationship Manager
Lexington, Kentucky, United States
HybridFull Time
Manage client relationships; support Financial Advisor team; knowledge of wealth management products; series licenses; SAFE Act registration; strong communication.
Salesforce, CRM, Wealth Management Platform
3w
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Relationship Manager
Baltimore or Washington or Maryland or Colorado or Washington or New York or California or United States
$150k-$210k/yr HybridFull Time
6+ YOEBachelor's degree and 6+ years relevant experience; strong project management, reporting, analytical, stakeholder engagement, and communication skills; ability to handle confidential information.
2mo
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Relationship Manager
Lillington, North Carolina, United States
OnsiteFull Time
0+ YOEBuild referral partner relationships, conduct in-person visits, plan marketing routes, manage CRM, and present solutions.
CRM, Microsoft Office, PowerPoint
1mo
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Relationship Manager
New Orleans, Louisiana, United States
OnsiteFull Time
3+ YOEExperience in relationship management for consumer and small commercial banking; leadership; customer service; business development; 3+ years in financial services.
2mo
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Relationship Manager
United States
RemoteFull Time
6+ YOEBachelor’s degree or equivalent experience; minimum 6 years in Relationship Management with large clients; experience in financial/technology industry.
Salesforce
2mo
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Relationship Manager
San Francisco, California, United States
$104k-$151k/yr OnsiteFull Time
3+ YOEManages a portfolio of Commercial clients; develops relationships leading to loans, deposits, and banking products; supports Center sales and service initiatives.
1mo
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Relationship Manager
Burr Ridge, Illinois, United States
$55k/yr HybridFull Time
2+ YOE2–4 years in account or relationship management; travel up to 50%; valid driver's license; terminal handler license; 21+.
2mo
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Relationship Manager
New York City, New York, United States
$150k-$190k/yr HybridFull Time
4+ YOERelationship manager for UHNW clients; 4-6 yrs RM exp in financial services; CFP preferred; trust and tax knowledge.
1w
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Business Relationship Manager
Richmond, Virginia, United States
$80k-$120k/yr OnsiteFull Time
6+ YOEExperience managing IT service delivery and customer relationships for state/local government; vendor management, ITIL/ITSM knowledge; PMP/BRMP/ServiceNow experience preferred; bachelor's with 6+ years or equivalent.
Microsoft Office, Microsoft Project, Microsoft Visio, Microsoft SharePoint, ServiceNow
3w
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Payments Relationship Manager
Irving, Texas, United States
OnsiteFull Time
8+ YOEBachelor's degree in finance/accounting/banking/marketing or related; 8+ years payments experience; strong relationship, project management, reporting, and communication skills.
2mo
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Relationship Manager
New York, New York, United States
$120k-$160k/yr OnsiteFull Time
5+ YOE5+ years account/relationship management in fintech or capital markets; proven ability to grow accounts, strong communication, thrives in ambiguity, action-oriented.
ClickUp, Slack, Granola, AI-assisted workflows
2mo
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Client Relationship Manager
Houston, Texas, United States
OnsiteFull Time
Senior-level client relationship manager with multi-discipline project leadership, strong account planning, and financial oversight; technical or engineering degree; PE licensure preferred.
Microsoft Office, CRM, Project management software
3w
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Relationship Manager
Newport Beach, California, United States
$75k-$130k/yr OnsiteFull Time
5+ YOEMinimum 5 years cash management/relationship management experience, proven new business development and selling skills, deep knowledge of treasury products, strong communication, time management, and problem-solving; CTP and bachelor’s degree preferred.
3w
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Relationship Manager
New York, New York, United States
$102k-$173k/yr OnsiteFull Time
3+ YOE3+ years experience; high school diploma or equivalent; knowledge of financial products, account management, compliance, and relationship building; detail-oriented and client-focused.
2w
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Relationship Manager
St Petersburg, Florida, United States
OnsiteFull Time
Serve as primary relationship owner for partner firms, provide strategic advisory and project management, 40–60% travel, wealth management or consulting experience, strong communication and critical thinking, proficiency in Microsoft PowerPoint and Excel.
Microsoft PowerPoint, Microsoft Excel
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