1,699 relationship manager jobs at 849 companies in Georgia
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Relationship Manager
Atlanta, Georgia, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOERequire securities licensing (Series 7 and 66 or Series 7,63,65), SAFE Act registration, Form ADV-2B, strong communication, organizational skills, ability to support financial advisor team and manage client relationships.
CorpayNYSE: CPAY: Provides corporate payment and expense management solutions.
10+ YOE10+ years client/relationship management in FinTech or payments, strong analytical and communication skills, Bachelor’s or equivalent, proficiency in Microsoft Office and Salesforce, willingness to travel ~70%.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce.com
EquifaxNew York Stock Exchange: EFX: Provides consumer credit reporting and data analytics services globally.
7+ YOEBachelor's or equivalent,7-10+ years sales or account management experience,enterprise fintech/financial services background,proven C-level relationship management,track record exceeding revenue goals,experience with Salesforce/Gong/LinkedIn Sales Navigator/AI.
AICA Orthopedics: Multidisciplinary clinics for orthopedic and accident injury care.
5+ YOE5+ years in business development or relationship management; proven closer; existing Atlanta PI legal relationships a plus; Salesforce CRM experience.
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Experience in wealth management client service, ability to manage complex client relationships, leadership/mentoring experience, strong communication and problem-solving, proficiency with CRM and workflow tools.
Ameris BankNYSE: ABCB: Regional bank providing commercial and consumer financial services.
6+ YOESix+ years in commercial banking with sales, portfolio management, and credit knowledge; bachelor’s preferred; strong relationship-building and targets achievement.
Cleveland or Leesburg or Chicago or Houston or Columbus or Atlanta
$112k-$250k/yrOnsiteFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
5+ YOEBachelor's degree and 5+ years industry experience; strong client relationship, sales and investment knowledge; ability to manage and grow a book of business; preferred prior Series 7/63 and wealth management experience.
Brookfield or Atlanta or Minneapolis or San Francisco or New York City or Chicago or Denver or Irving
$127k-$149k/yrOnsiteFull Time
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.
Tampa or Albuquerque or Amarillo or Aurora or Asheville or Atlanta or United States or North Charleston or Daytona Beach or Chicago or Nashville or Doral or Jacksonville or Bartlett or Flowood or Indianapolis or Harrisburg or Henderson or Salt Lake City or Morrisville or Georgetown
FieldFull Time
DEX Imaging: Provides office imaging equipment and managed document solutions.
1+ YOERequires 1–2 years of sales experience or equivalent, strong client communication, relationship management, reporting, negotiation, and knowledge of word processing, spreadsheets, order processing, and contact management systems.
Word Processing software, Spreadsheet software, Order processing systems, Contact Management systems
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.
Account ownership for post-implementation clients, relationship management, issue resolution, account planning, data analysis, and cross-functional coordination; college degree preferred.
Microsoft 365, Outlook, Teams, Microsoft Excel, PowerPoint, SharePoint, CRM, ERP
Regions BankNYSE: RF: Provides retail, commercial banking, wealth management, and mortgage services.
6+ YOEBachelor's degree and 6 years of commercial banking or sales experience, including 2 years in relationship management. Requires strong negotiation, communication, analytical, business, and credit skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
10+ YOEPreferred business master's or bachelor's degree or equivalent experience; 10+ years commercial banking, 9 years relationship management preferred, commercial credit training, financial analysis, underwriting, and Microsoft Office proficiency.
Microsoft Office, Customer Relationship Management (CRM)
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
10+ YOE10+ years in relationship/account/portfolio management in corporate banking, bachelor’s degree, credit and deal-structuring expertise, strong negotiation, stakeholder management, and regulatory compliance skills.
Pinnacle Promotions: Sells custom branded merchandise and promotional products for businesses.
8+ YOE2+ Mgmt8+ years of sales experience; 2+ years leading a team; bachelor's degree; strong interpersonal, verbal and written communication; multitasking in a fast-paced environment; high energy; Excel, Word, Salesforce experience; local candidates.
Microsoft Excel, Microsoft Word, Salesforce, Order Management Software
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Requires securities registrations (Series 7 and 66 or Series 7/63/65), SAFE Act registration, Form ADV-2B, firm-approved designation, strong communication, and high school diploma/GED.
Capital OneNYSE: COF: Provides credit card, banking, and auto loan services.
1+ YOEHigh school diploma, GED, or equivalent; 1+ year in financial services or business-to-business sales. Bachelor's degree, auto finance, customer relations, and customer service experience preferred.
Grand Rapids or Atlanta or Palm Beach or Chicago or Minneapolis or Cincinnati
OnsiteFull Time
Oxford Financial Group: Provides wealth management and family office services to high-net-worth individuals and institutions.
5+ YOEBachelor's degree required, 5–7 years relevant experience (≥3 years with UHNW clients). Proficiency in Microsoft Outlook/Word/Excel, Salesforce, strong analytical and communication skills. CFP, CPWA, or CPA preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, TimeTracker
Capital OneNYSE: COF: Financial services offering credit cards, banking, and loans.
1+ YOEHigh school diploma/GED, 1+ year in financial services or B2B sales; strong communication and strategic thinking; experience in auto finance, customer relations, or customer service preferred.
Indianapolis or Atlanta or Dallas or Phoenix or Detroit or United States
FieldFull Time
McGuire Sponsel: Provides specialized tax consulting and advisory services for businesses.
3+ YOEBachelor's degree, B2B sales experience, and 3–5+ years in sales or professional services. Requires strategic planning, communication, travel readiness, Microsoft Office proficiency, a driver's license, and transportation.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Salesforce