325 relationship manager jobs at 177 companies in Export, PA
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Sr Relationship Manager
Pittsburgh or Charlotte
OnsiteFull Time
IRALOGIX: Provides an institutional technology platform for automated IRA recordkeeping.
7+ YOE7+ years in relationship/account/client success in B2B SaaS, fintech, or financial services; familiarity with IRA products and custodial/trust operations; proven C-suite relationship management; CRM (Salesforce) experience; strong strategic, communication, mentoring, and analytics skills; Bachelor's degree.
Treloar & Heisel: Insurance and financial planning for dental and medical professionals.
High school diploma or equivalent; active Property & Casualty insurance license; strong communication, math, and computer skills; proficiency with Microsoft Outlook/Word and Google Workspace; attention to detail and ability to manage high-volume workload.
Microsoft Outlook, Microsoft Word, Google Drive, Google Sheets, Google Docs
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEManages and grows client relationships, originates and analyzes credit and non-credit solutions, mitigates risk, and leverages internal networks to drive revenue; typically requires a bachelor\u0002s degree and 3+ years relevant experience.
TIAA: Financial services organization providing retirement, asset management, and investments.
5+ YOE5+ years institutional consultative sales and client relationship management; university degree preferred; FINRA Series 6/7 and Series 63, life and health insurance license within 120 days; strong retirement plan technical knowledge and presentation skills.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word
TIAA: Provides retirement and financial services for academic and non-profit sectors.
5+ YOE5+ years institutional consultative sales and client relationship management; Series 6/7 and Series 63 required; life & health insurance license required within 120 days; university degree preferred; strong financial, presentation, and client advisory skills.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word
High school diploma and active property & casualty insurance license required; strong client communication, negotiation, and multitasking skills; proficiency with Microsoft Office and Google Workspace.
Microsoft Office, Microsoft Outlook, Microsoft Word, Google Workspace, Google Drive, Google Sheets, Google Docs
Farmers National Banc CorpNASDAQ: FMNB: Financial holding providing banking and investment services.
3+ YOEBachelor's in Business Administration/Finance, 3+ years commercial lending, proficiency with Word/Excel/Outlook and internet research, frequent travel with reliable personal transportation, strong verbal and written communication.
KoppersNYSE: KOP: Global manufacturer of treated wood products and carbon chemicals.
5+ YOEBachelor's degree in business/logistics/forestry or related, 5+ years experience in operations/logistics/marketing or sales, strong communication, leadership, financial acumen, proficiency with Microsoft Word/Excel/Outlook, MS-DOS; Oracle/SAP a plus.
Microsoft Word, MS-DOS, Microsoft Excel, Microsoft Outlook, Oracle, SAP
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
3+ YOE3-5 years banking or wealth management experience, experience with affluent/HNW clients, SIE and Series 6/7 and Series 63/66 required at hire, Salesforce CRM experience, strong sales and communication skills.
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
5+ YOE5+ years in strategy, program management, market intelligence, or related field; strong strategic analysis, program management, market research, and technical fluency; excellent written/verbal communication and executive-ready presentation skills.
7+ YOE7+ years commercial portfolio management experience; 5+ years ABL/leveraged finance preferred. Bachelor's in finance/accounting or four years relevant experience. Strong credit, structuring, and client development skills.
Senior Business Banking Relationship Manager - Pittsburgh, PA
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
5+ YOE5+ years commercial lending/business development experience; proven sales and prospecting record; experience managing portfolios of mid-market clients; able to interpret financial statements and cash flow; bachelor's preferred.
Senior Business Banking Relationship Manager - Pittsburgh, PA
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
5+ YOE5+ years commercial lending/business development/credit experience; managing portfolios ($20-50M); proven sales and prospecting skills; financial statement and cash flow analysis ability; High School diploma required; Bachelor's in business/finance/economics preferred.
San Francisco or Raleigh or Charlotte or Chicago or Jacksonville or Cincinnati or Columbia or Kansas City or Dallas or Los Angeles or Boston or San Jose or Seattle or Tampa or Atlanta or Austin or Washington or Miami or Denver or Detroit or Nashville or Buffalo or Florham Park or New York or Orlando or Philadelphia or Pittsburgh or Hartford or Portland or Houston
$123k-$424k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEBachelor's degree, at least 8 years in the cyber industry with proven demand generation and sales success, executive relationship-building, strategic go-to-market and sales planning experience.
Carson Group: Financial services platform for independent wealth advisors.
1+ YOEBachelor’s degree preferred; 1+ year financial services or banking experience preferred. Requires Microsoft Office proficiency, research, problem-solving, reporting, organization, project management, and communication skills.
Orion, Goldmine, Redtail, Salesforce, Microsoft Office, Microsoft Word, Microsoft Access, Microsoft Excel, Microsoft Outlook
Carson Group: Provides wealth management and business support for financial advisors.
1+ YOEBachelor's preferred; 1+ year financial services experience preferred. Proficiency in Microsoft Office (Word, Access, Excel, Outlook). Knowledge of Orion/Goldmine/Redtail/Salesforce preferred. Strong research, problem-solving, attention to detail, project management, and communication skills.
Orion, Goldmine, Redtail, Salesforce, Microsoft Word, Microsoft Access, Microsoft Excel, Microsoft Outlook
Director - Relationship Manager, Project Finance and Infrastructure
Cleveland or New York City or Chicago or Atlanta or Houston or Birmingham or Detroit or Pittsburgh or Tupelo or Denver or Columbus or Cincinnati or Farmers Branch
$102k-$217k/yrRemoteFull Time
HuntingtonNASDAQ: HBAN: Provides regional commercial, consumer, and mortgage banking services.
10+ YOELead origination, structuring and execution of project finance and infrastructure transactions; 10+ years in project finance; strong financial modeling; CFA/MBA preferred.