561 relationship manager jobs at 317 companies in Cortez, FL
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Relationship Manager
Sarasota, Florida, United States
OnsiteFull Time
Sunwest Bank: Entrepreneurial business bank serving businesses and entrepreneurs nationwide.
5+ YOESenior banking professional with experience in loans and deposits, financial analysis, regulatory compliance, and client relationship management.
Dynasty Financial Partners: Provides a technology platform and business services for financial advisors.
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.
Moffitt Cancer Center: Comprehensive cancer treatment and medical research facility.
7+ YOE5+ MgmtBachelor's in CS/IT/Business or equivalent experience; 7+ years IT/business relationship experience, 5+ years in IT management/consulting; strong communication, negotiation, change management, and Microsoft applications skills.
Microsoft PowerPoint, Microsoft Visio, Microsoft Project, Microsoft Word, Microsoft Excel
Cincinnati or Tempe or Saint Petersburg or Rochester or Allentown or Irving
$60k-$94k/yrHybridFull Time
PaychexNASDAQ: PAYX: Provider of integrated payroll, HR, and benefits outsourcing solutions.
5+ YOERequires 5 years in account management, sales, or high-level customer service with mid-market clients, including 2 years in account management and 1 year in leadership experience.
Alpharetta or Gilbert or Chicago or Sandy or Tampa or New Jersey or Illinois or California
$65k-$110k/yrOnsiteFull Time
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
1+ YOERequires 1–2 years of client service experience in financial services and active Series 7 and Series 63 licenses. Strong communication, organization, problem-solving, and client relationship skills required.
Regions BankNYSE: RF: Provides retail, commercial banking, wealth management, and mortgage services.
5+ YOEBachelor's degree with 5 years commercial banking experience (or HS diploma with more experience); developed credit, negotiation, and relationship management skills; Microsoft Office proficiency.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Bank of Central Florida: Provides commercial and consumer banking and financial services.
5+ YOEBachelor's degree or equivalent, five years of successful sales experience required, banking preferred. Requires relationship-building, sales, communication, critical-thinking, and Microsoft Office skills.
Microsoft Excel, Microsoft Word, Microsoft Outlook
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
Alpharetta or Sandy or Gilbert or Tampa or Chicago or United States
$65k-$110k/yrOnsiteFull Time
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
1+ YOERequires 1–2 years of financial-services client service experience, active Series 7 and Series 63 licenses, strong communication and organizational skills, and the ability to resolve issues and manage high-volume interactions.
Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg
$150k-$175k/yrHybridFull Time
Osaic: Provides wealth management services to independent financial advisors.
12+ YOEMinimum 12 years in wealth management, 5+ years building advisor relationships, proven team management, strong communication, bachelor's preferred (high school required), knowledge of advisor tools, and ability to drive growth and retention.
Merchant Services Relationship Manager - Vice President
Plano or Chicago or Tampa or Jersey City or Palo Alto or Wilmington or Brooklyn
$115k-$200k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
8+ YOE8+ years in payments relationship management or business development, contract negotiation, experience with complex Fortune 500 clients and C-suite engagement, strong presentation and communication skills.
Sunrise Landscape: Provides commercial landscape maintenance and installation services in Florida.
5+ YOERequires 5+ years of client service, account management, property management, or related B2B service experience, a valid U.S. driver's license, local travel ability, communication, financial, and organizational skills.
BayFirst National BankNASDAQ: BAFN: Provides community banking and small business financial services.
3+ YOEBachelor’s degree in finance, business administration, or related field; 3–5 years of commercial portfolio management experience; commercial lending, credit analysis, underwriting, communication, negotiation, and sales skills.
Achieva Credit Union: A member-owned financial institution providing banking and loan services.
7+ YOEBachelor's or equivalent,7+ years business/commercial banking or treasury management experience,proven commercial deposit growth,knowledge of municipal/public funds,valid Florida driver’s license and background check required.
Boar's Head Brand: Produces and distributes premium deli meats, cheeses, and condiments.
5+ YOE5-7 years sales management experience, experience with DSD distribution or broker teams, strong analytics and communication, ability to travel 80%, proficient with Microsoft Office and GoSpotCheck.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, GoSpotCheck
Cogent Bank: Provides commercial and personal banking services in Florida.
5+ YOEBachelor's degree in business/finance and at least 5 years of credit or commercial loan experience; strong sales, client service, and analytical skills.