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1,430 relationship manager jobs at 782 companies in Berkeley, CA

2mo
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Relationship Manager
Dallas or Los Angeles or Culver City or San Francisco
$90k-$130k/yr HybridFull Time
Altruist
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.
Google Workspace, Salesforce, Slack
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2mo
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Relationship Manager
San Francisco or New York
$181k-$226k/yr HybridFull Time
Brex
Brex: Corporate cards and spend management software for businesses.
4+ YOE4+ years in relationship/account management or sales, startup/fintech experience preferred.
Salesforce, Vitally, Gong, Scratchpad, HEX, Looker, LogRocket
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2mo
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Relationship Manager
San Francisco, California, United States
$104k-$151k/yr OnsiteFull Time
Citizens Business Bank
Citizens Business BankNASDAQ: CVBF: Commercial banking and financial services for businesses and professionals.
3+ YOEManages a portfolio of Commercial clients; develops relationships leading to loans, deposits, and banking products; supports Center sales and service initiatives.
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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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2w
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Relationship Manager (CRE)
Walnut Creek, California, United States
$140k-$180k/yr OnsiteFull Time
California Bank of Commerce
California Bank of CommerceNASDAQ: BCAL: Providing tailored banking and financial solutions for middle-market businesses.
7+ YOEBachelor's degree, 7+ years commercial lending experience, strong relationship management and business development skills, Microsoft Office proficiency, excellent communication and analytical ability.
Microsoft Office
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3w
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Relationship Manager I
Palo Alto, California, United States
$65k-$104k/yr OnsiteFull Time
City National Bank
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
3+ YOEBachelor's degree, minimum 3 years direct sales and 3 years in a financial institution; NMLS/Safe Act registration; strong sales, banking knowledge, KYC/CIP compliance, relationship management and advisory skills.
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1w
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Director, Senior Relationship Manager
San Francisco, California, United States
$122k-$228k/yr OnsiteFull Time
BMO
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
10+ YOE10+ years relationship/portfolio management experience in corporate banking; strong business development, credit structuring, negotiation, and client advisory skills; bachelor’s degree required.
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3w
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Elan Sr. Technology Relationship Manager
Brookfield or Atlanta or Minneapolis or San Francisco or New York City or Chicago or Denver or Irving
$127k-$149k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
8+ YOEBachelor’s degree or equivalent, 8+ years in technology/technical account or relationship management (financial services/payments preferred), strong API/UAT/certificate knowledge, compliance (CAT/PRISM) experience, and cross‑functional communication skills.
APIs, UAT, Elan, Fiserv, CardHub, SpendTrack, PRISM, CAT
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2w
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Broker Relationship Manager
Philadelphia or Dublin
$90k-$179k/yr HybridFull Time
TriNet
TriNetNYSE: TNET: Manages HR, payroll, and employee benefits for small businesses.
8+ YOEDevelop and manage regional broker strategy; strong executive-level selling and relationship skills; typically 8+ years sales/account management; bachelor’s degree preferred; proficient in Microsoft Office Suite and Salesforce.
Microsoft Office Suite, Salesforce
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1mo
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VP, Relationship Manager, SBA
Los Angeles or Oakland
$98k-$135k/yr FieldFull Time
Beneficial State Bank
Beneficial State Bank: Provides banking services prioritizing social and environmental impact.
5+ YOE5+ years commercial/business banking experience, bachelor’s degree or equivalent, SBA lending and credit analysis experience, proven sales and relationship management skills, Microsoft Office and Salesforce proficiency.
Microsoft Office, Salesforce, Client Management System (CSM)
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3w
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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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1mo
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Relationship Manager, AS Relationship Management- Greater San Franscico Bay
San Francisco, California, United States
$107k-$147k/yr RemoteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
5+ YOEActive FINRA Series 7 and Series 63, bachelor’s degree or equivalent, 5+ years financial services relationship management, strong communication, negotiation, and consultative selling skills.
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1w
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Relationship Manager - Grata
New York City or San Francisco
$71k-$118k/yr HybridFull Time
Datasite
Datasite: SaaS platform for managing mergers, acquisitions, and strategic projects.
3+ YOE3+ years customer-facing commercial experience managing renewals and upsells, strong account management, customer engagement, forecasting, and communication skills.
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21h
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Relationship Manager-Payments-Vice President
Tempe or Tampa or Plano or Chicago or Palo Alto or Atlanta
$115k-$200k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
8+ YOE8+ years in relationship management or business development, experience with large corporate clients, C-suite engagement, strong communication and presentation skills, willingness to travel ~25%
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2mo
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Napa Branch - Relationship Manager
Napa, California, United States
$24-$31/hr OnsiteFull Time
Golden 1 Credit Union
Golden 1 Credit Union: Member-owned cooperative providing banking and diverse lending services.
3+ YOEHigh school diploma required; Bachelor’s degree preferred. 3+ years in banking or relationship-building; prior Golden 1 teller/MS II experience preferred.
Microsoft Office, EnAct, Bridger, Card @ Once, eFunds, ECM, Springboard, DSUI/TNav, Wire Exchange, SBO, HRIS (ADP), Concur, Maestro, LPQ
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5d
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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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4w
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Wealth Relationship Manager
San Francisco, California, United States
$85k-$125k/yr OnsiteFull Time
HSBC
HSBCLondon Stock Exchange: HSBA: Global banking and financial services provider.
Experience in wealth/financial sales with high-net-worth clients, expert knowledge of wealth planning and products, strong business development and relationship skills, and required securities and insurance licenses.
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1mo
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Relationship Manager - San Francisco, CA
San Francisco or Los Angeles or California or Oregon or Washington or Alaska
$125k/yr FieldFull Time
DoubleLine Capital
DoubleLine Capital: Investment management firm specializing in fixed-income and diverse assets.
5+ YOEBachelor's preferred (marketing/finance), 5+ years in investment management with 3+ years as an external wholesaler, Series 7 and 63, existing territory relationships, proven mutual fund/ETF sales success, ability to work independently and travel frequently.
Salesforce.com
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2mo
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Manager, Relationship Managers (SMB)
San Francisco or Chicago
$275k-$320k/yr HybridFull Time
Intercom
Intercom: AI-first customer service platform for automated and human support.
2+ YOE2+ Mgmt2 years sales management, SaaS sales with quota, manage revenue-owning reps, strong coaching with early-career sellers, forecast and manage deals.
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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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