City National Bank: Commercial and private banking services for businesses and individuals.
3+ YOEBachelor's degree and minimum 3 years lending and credit experience; commercial credit knowledge, sales and relationship management, strong communication and analytical skills.
Sunbit: Private financial technology providing point-of-sale financing and credit cards for everyday services.
5+ YOE5+ years in partnerships/program management or related roles; executive presence; program and project management expertise; strong communication and cross-functional collaboration.
1000heads: Private social transformation agency helping global brands with data, strategy, technology, creativity, and social-first marketing.
3+ YOEBachelor's degree and 3–4 years of account handling or influencer management experience, agency experience, influencer landscape knowledge, communication, organizational, and Microsoft Office skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Federal Agricultural Mortgage CorporationNYSE: AGM: Government-sponsored secondary-market enterprise providing liquidity to U.S. financial institutions serving agriculture and rural infrastructure.
5+ YOEMinimum five years lending or credit experience in leveraged, commercial, corporate, infrastructure or project finance; strong credit and financial analysis, underwriting, and relationship management skills.
Columbia BankNASDAQ: COLB: Regional financial institution providing banking and wealth management services.
5+ YOERequires 5 years of commercial banking or proven commercial business development success, advanced credit acumen, relationship management, business development, analytical, negotiation, communication, and Microsoft Office skills.
U.S. BankNew York Stock Exchange: USB: Diversified financial services and banking institution.
5+ YOEBachelor's degree or equivalent experience, 5–7 years of relevant experience, and expertise in corporate trust, account management, trust operations, project management, and regulations.
Emerging Middle Market Relationship Manager, Director
Sherman Oaks, California, United States
$122k-$228k/yrOnsiteFull Time
BMOTSX: BMO: Diversified North American financial services provider.
10+ YOE10+ years in relationship, account, or portfolio management in corporate banking preferred; bachelor's degree required. Requires expertise in deal structuring, portfolio management, credit risk, negotiation, compliance, and client relationships.
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 Digital, LLC: Professional services firm providing assurance, tax, and advisory services.
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
Ascent Developer Solutions: Private lending and institutional debt platform providing secured real-estate loans to homebuilders, multifamily developers, and investors.
5+ YOE5+ years in construction/bridge lending, strong client relationship and sales experience, bachelor's preferred, ability to obtain California real estate license preferred, advanced Excel/PowerPoint/CRM skills.
East West BankNasdaq: EWBC: The premier financial bridge between the East and West.
10+ YOE10+ years treasury and payments sales/relationship experience, bachelor’s degree typically required, CTP preferred, advanced treasury knowledge, strong sales and communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
SkyOne Federal Credit Union: Member-owned, not-for-profit credit union serving families with checking, savings, loans, and other financial tools.
3+ YOERequires 3–5 years in business banking, business development, or relationship-based sales, with field prospecting, consultative sales, presentation, negotiation, communication, and Microsoft Office skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, CRM
HSBC Bank USA, N.A.: U.S. national bank providing commercial, consumer and wealth-banking services to individuals, businesses, governments and institutions.
FINRA Series 7 and 66 or 63 and 65 licenses, life and health insurance licenses or sponsorship, wealth planning and financial sales experience, regulatory knowledge, and strong communication and relationship-building skills.
GenpactNYSE: G: Global professional services firm driving digital transformation.
Experience in relationship management with CPG sales organizations, commercial modeling, data strategy, stakeholder collaboration, issue resolution, and promotion of services. ITIL certification and strong English required.
Automation Technology, Customer Relationship Management (CRM), DevOps, SAP
HSBC Bank USA, N.A.: U.S. national bank providing commercial, consumer and wealth-banking services to individuals, businesses, governments and institutions.
Requires FINRA Series 7 and 66, or Series 63 and 65, plus life and health insurance licenses or willingness to obtain sponsorship. Requires wealth planning, financial sales, regulatory, and client relationship expertise.
San Francisco or Los Angeles or California or Oregon or Washington or Alaska
$125k/yrFieldFull Time
DoubleLine: Independent, employee-owned investment manager serving institutional and high-net-worth investors with fixed-income and multi-asset strategies.
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.
ChaseNYSE: JPM: U.S. consumer and commercial bank serving individuals, families and businesses with banking, lending, cards and investment services.
1+ YOERequires 1+ year of business banking relationship management or lending experience, business credit knowledge, strong communication and relationship-building skills, risk judgment, and proficiency with Microsoft Office tools.
Microsoft Office, Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
North America or Seattle or Portland or San Francisco or Los Angeles or Salt Lake City or San Diego
$126k-$150k/yrRemoteFull Time
Harvard Business Impact: Not-for-profit publisher and learning organization serving professionals, educators, students, and organizations through management content and leadership development.
5+ YOERequires 5+ years in strategic account management, business development, consultative sales, customer success, or relationship management; CRM, territory, negotiation, presentation, and higher education experience preferred.
Cathay BankNASDAQ: CATY: Commercial bank providing financial services to individuals and businesses.
5+ YOE5+ years commercial lending experience, strong underwriting and negotiation skills, U.S. college graduate in a related field, excellent communication, and credit analysis ability.
Oaktree: Private global investment manager serving institutions and individuals through alternative credit, equity, and real-estate investments.
7+ YOE7+ years in treasury, corporate/transaction banking or cash management; experience with global banking relationships, reporting/analytics initiatives, and banking product knowledge; bachelor's degree required.
Treasury Management Systems (TMS), banking portals, financial reporting tools