2mo
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Relationship Manager
Winter Park, Florida, United States
OnsiteFull Time
Must hold 7/66 or Series 7/63/65 licenses; SAFE Act registration; high school diploma; strong client management and communication skills.
Salesforce, Financial products, Investment research
5d
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Institutional Sales & Relationship Manager
Orlando or Atlanta or Fort Lauderdale
$100k-$122k/yr HybridFull Time
10+ YOEInstitutional relationship management with institutional clients; capital markets knowledge; FINRA licensing (6/7 and 63) required; typically 10+ years experience; bachelor's degree typical; CFA preferred; strong communication and analytical skills.
2mo
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Relationship Manager
Daytona Beach, Florida, United States
OnsiteFull Time
7+ YOEBachelor’s degree in Finance, Business Administration, Economics; 7-10 years retail/commercial banking; strong interpersonal and analytical skills; CRM and MS Office proficiency; ability to travel locally.
CRM software, Microsoft Office
2w
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Corporate Banking Relationship Manager III
Orlando, Florida, United States
OnsiteFull Time
7+ YOEBachelor's in business administration or finance required; 7+ years commercial lending experience; valid in-state driver license; strong credit analysis and relationship management skills.
2mo
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CFP Relationship Manager
Chicago or Denver or Lake Mary or Menlo Park or New York or Westlake
$153k-$230k/yr HybridFull Time
CFP certification required; experience in financial planning; ability to explain long-term financial plans; asset consolidation; client relationships; compliant guidance.
Financial planning software, General computer software
1w
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SMALL BUSINESS BANKING RELATIONSHIP MANAGER
Jacksonville or Ocala or The Villages or Gainesville
OnsiteFull Time
3+ YOEBachelor's or equivalent, 3+ years sales experience, credit training or underwriting experience, proven commercial relationship management, Microsoft Office and CRM proficiency, ability to analyze financial statements.
Microsoft Office, CRM
4d
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Airport & FBO Relationship Manager
Miami or Fort Lauderdale or Jacksonville or Orlando or Birmingham or Virginia Beach or Atlanta or Washington or Jackson
RemoteFull Time
3+ YOE3+ years aviation experience, 3-5 years in sales/account management or business development; territory management, relationship-building, CRM and Excel/PowerPoint proficiency, strong communication and negotiation skills.
Microsoft Excel, Microsoft PowerPoint, Salesforce
4w
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Client Relationship Manager Mid - Market
Chicago or Little Rock or Baton Rouge or New Orleans or Nashville or Mobile or Birmingham or Tampa or Miami or Orlando or Jacksonville or Savannah or Atlanta or Georgia or North Carolina or South Carolina or Florida or Texas or Arizona or California or Colorado or Minnesota or Illinois or Indiana or Iowa or Wisconsin or Michigan or United States
$100k-$157k/yr RemoteFull Time
6+ YOE6+ years in defined contribution client relationship management; FINRA Series 6 or 7 and 63 required; bachelor’s degree; strong client management, negotiation, presentation, and critical thinking skills; travel 25–40%.
1mo
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Client Relationship Manager
Winter Park, Florida, United States
OnsiteFull Time
5+ YOE5+ years in B2B consultative sales or account management; strong communication; CRM tools experience; organized with multi-stakeholder sales.
CRM, HubSpot, Salesforce, Microsoft 365
1mo
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Relationship Manager (Orlando Market)
Orlando, Florida, United States
OnsiteFull Time
4+ YOEHigh school diploma required (Bachelor's preferred). NMLS and notary required/obtainable; FINRA series and 4-40 preferred. Valid driver's license; 4–6 years in banking/wealth/financial services with consultative selling and portfolio management experience.
Windows, Microsoft Word, Microsoft Excel, CRM
1mo
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Client Relationship Manager
Winter Garden, Florida, United States
OnsiteFull Time
5+ YOE5+ years client service or account management experience, proficiency with Aspire or similar CRM, strong written/verbal communication, valid U.S. driver's license and ability to travel to client sites.
Aspire
2w
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Employee Relationship Manager - Financial Wellness Solutions
Orlando, Florida, United States
OnsiteFull Time
4+ YOEDeliver financial wellness solutions, acquire and deepen client relationships, present at events, and manage client portfolios; typically requires an associate degree and 4+ years related experience.
Edge reports
2mo
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Relationship Manager - Merchant Services
Orlando, Florida, United States
OnsiteFull Time
1+ YOE1+ years in banking and/or merchant services; Salesforce proficiency; SaaS experience preferred; strong communication and organizational skills; willing to travel occasionally.
Salesforce, SaaS
1w
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Lumitracker Client Relationship Manager
Orlando, Florida, United States
FieldFull Time
Proven experience managing municipal/DOT accounts, navigating government procurement, strong communication and stakeholder management, willingness to travel; high-school diploma required, 2- or 4-year degree preferred.
1mo
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Supplier Relationship Manager, Key Technology
Cortland or Timonium or Port Washington or Putnam or DeLand
$100k-$120k/yr OnsiteFull Time
3+ YOEBachelor's in procurement/supply chain/engineering, 3+ years sourcing/purchasing/supplier relationship experience, proven contract negotiation and cost-reduction track record, ability to travel internationally ~30%.
1mo
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Pharmacy Relationship Manager
Lake Mary or San Antonio
FieldContract
Sales skills and interpersonal communication; pharmaceutical/medical sales experience preferred but not required; ability to work independently, oversee accounts, increase revenue; reliable transportation; partially remote with local provider visits.
4w
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Legal Wealth Relationship Manager I
Orlando, Florida, United States
OnsiteFull Time
5+ YOEBachelor's degree, 5+ years commercial banking and relationship management, FINRA Series 7 & 66 and insurance registrations (or ability to obtain), strong credit/treasury knowledge, Microsoft Office and CRM skills, excellent communication.
Microsoft Office, CRM system
1mo
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Senior Commercial Relationship Manager
Orlando, Florida, United States
OnsiteFull Time
6+ YOEBachelor's degree, 6+ years of experience, experience in commercial/middle market/CRE lending, credit analysis and loan structuring, proficiency with Microsoft Outlook/Word/Excel.
Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM
1mo
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Attorney Relationship Manager - Personal Injury & Lien Resolution
Orlando, Florida, United States
$75k-$95k/yr OnsiteFull Time
5+ YOEBachelor's required; JD or paralegal certification preferred. 5+ years in personal injury, subrogation, or lien resolution. Strong client relationship, communication, and problem-solving skills; CRM and Microsoft Office proficiency.
CRM, FLASH, Microsoft Office Suite, AI
2mo
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Senior Business Banking Relationship Manager (LO)
Altamonte Springs, Florida, United States
OnsiteFull Time
4+ YOE4+ years banking experience; 2+ years in S&M or portfolio management; BS/BA degree; LO qualification per Regulation Z; strong communication and relationship-building skills.
Microsoft Office
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