278 relationship manager jobs at 160 companies in Jupiter, FL
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Sales Relationship Manager
Boca Raton, Florida, United States
FieldFull Time
Southern Orthodontic Partners: Manages a network of orthodontic practices providing dental care.
Sales, marketing, or relationship management experience is preferred but not required. Requires organization, independent work, teamwork, CRM and Microsoft Office proficiency, and travel to multiple locations.
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
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEBachelor's degree and 3+ years relevant experience; relationship management, credit analysis, financial analysis, sales and client engagement skills; strong communication and decision-making.
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
4+ YOEBachelor's degree and 4–6 years in relationship, client success, account, project management, or related client-facing work; requires communication, presentation, organization, collaboration, and problem-solving skills.
CognizantNasdaq: CTSH: Provides IT consulting and digital business process services.
15+ YOE15+ years in client relationship and complex project management, expertise in project methodologies, crew management for cruise operations, strong communication, negotiation, analytical and hybrid collaboration skills.
JM Family Enterprises: Provides automotive distribution, financial services, insurance, and franchising solutions.
3+ YOERequires 3–5+ years of progressive HR or strategic consulting experience, strong consultation and facilitation skills, business acumen, project management experience, and Workday experience preferred.
Glint, HRNow, Workday, MIT/LIT, Start, Stop, Continue, New Team Formation
Fort Lauderdale or Coral Gables or West Palm Beach
$149k-$223k/yrOnsiteFull Time
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
10+ YOEUndergraduate degree and 10+ years of relevant experience required, with commercial industry expertise, business development, credit decisions, financial analysis, negotiation, and an established referral network.
4+ YOE4+ years P&C experience with extensive Florida homeowners underwriting knowledge; strong communication, agency management, and Microsoft Office skills; willingness to travel frequently in Florida.
West Palm Beach or United States or Canada or Quincy or Massachusetts
OnsiteFull Time
Granite Telecommunications: Providing managed communications and technology services for multi-location enterprises.
1+ YOEBachelor's degree preferred; 1–2+ years in account management, sales, or client relationships. Requires executive relationship-building, organization, communication, solution positioning, CRM, and Microsoft Office proficiency.
CitiNYSE: C: Providing global banking, investment, and wealth management services.
5+ YOE5+ years experience, strong analytical and communication skills, FINRA registrations (SIE + Series 6/63/65 or Series 7/66), life insurance license, ability to meet NMLS mortgage loan originator registration, bachelor\u0002s degree or equivalent experience, Microsoft Office and financial planning software experience.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
CitiNYSE: C: Global diversified financial services holding.
5+ YOE5+ years experience; strong analytical and communication skills; FINRA registrations (SIE and Series 6/63/65 or Series 7/66), life insurance license, MLO registration within required timeframe; bachelor\u0002s degree or equivalent; proficiency with Microsoft Excel/Outlook/Word and financial planning tools.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
Boca Raton or Palm Beach Gardens or Coral Gables or North Miami Beach or Fort Lauderdale or Key Biscayne or Miami
$73k-$109k/yrOnsiteFull Time
CitiNYSE: C: A global financial services providing banking and credit services.
5+ YOERequires 5–8 years of experience, bachelor's degree or equivalent, strong analytical and financial skills, Microsoft Office, financial planning software, FINRA registrations, life insurance license, and mortgage licensing registration.
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
TransUnionNYSE: TRU: Provides global credit reporting and risk management information solutions.
2+ YOEBachelor’s degree or equivalent experience and 2+ years of related inside sales experience, preferably in financial services. Requires consultative selling, relationship management, and customer research skills.
Sr. Relationship Manager - Global Commercial Bank - Middle Market
Fort Lauderdale or West Palm Beach
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
10+ YOE10+ years commercial lending or investment banking experience; undergraduate degree required (business/finance/economics preferred); financial modeling and formal credit training; proven sales and leadership skills; obtain SIE, Series 7 and Series 63 within 180 days.
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
12+ YOEExtensive fiduciary and wealth management experience, deep technical knowledge of fiduciary accounts, strong leadership, negotiation and communication skills, college degree or equivalent, typically 12+ years experience.