594 relationship manager jobs at 343 companies in Minnetonka, MN
1mo
Save
Mark Applied
Hide
1mo
Relationship Manager
Minneapolis, Minnesota, United States
$70k-$85k/yrHybridFull Time
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Experience in wealth management service models, client relationship management, leadership/mentoring, strong communication and problem-solving, and proficiency with CRM and workflow systems.
Medica: Provides health insurance coverage and health plan administration services.
5+ YOEBachelor's degree or equivalent experience; 5+ years in health insurance sales, account management, or broker relations; Minnesota insurance license or willingness to obtain; strong presentation, negotiation, and relationship skills.
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
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
ProtolabsNYSE: PRLB: Manufactures custom prototypes and production parts using digital technologies.
Requires 2–5 years in B2B account management, customer success, or inside sales; aerospace and defense experience; communication, relationship management, analytical, problem-solving, and project management skills.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOE1+ year in business banking relationship management or related lending; strong communication; proficient MS Office; prioritization and risk awareness; bachelor’s degree preferred.
Tata Consultancy ServicesNational Stock Exchange of India: TCS: Global provider of IT services, consulting, and business solutions.
18+ YOEBachelor's degree,18+ years technology consulting or digital transformation experience; stakeholder management, sales and business development, presales for Data/Analytics/AI; strong communication and consulting skills.
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
10+ YOEBachelor's degree; 10+ years in institutional sales/relationship management; FINRA Series 6 or 7, and 63 (or complete 6/7, 63 within 120 days); capital markets knowledge; strong relationship and sales skills.
M&T BankNYSE: MTB: Provides retail, commercial, and institutional banking and trust services.
3+ YOE3+ years client service experience in Global Capital Markets, strong legal/document review, analytical, communication and supervisory skills; bachelor\u0002s degree or equivalent experience; CCTS preferred.
3+ YOEBachelor's degree or equivalent experience, minimum 3 years client service experience in Global Capital Markets, strong legal and analytical skills, proficiency with computers and relevant software.
Evansville or Chicago or Nashville or St Louis Park or Des Moines
$78k-$153k/yrOnsiteFull Time
Old National Bank: Provides personal and business banking and wealth management services.
7+ YOEBachelor's preferred,7+ years experience,advanced industry certification (C(k)P,AIF,CPFA,CEBS,CRPS) or similar,Series 65 license,Microsoft Office proficiency,strong communication and organizational skills.
Relationship Manager - Group Benefits (Midwest Region)
West Des Moines or St. Louis or Kansas City or Minneapolis or Denver or Omaha
$89k-$140k/yrRemoteFull Time
Principal Financial GroupNASDAQ: PFG: A global financial investment management and insurance.
8+ YOEBachelor's degree or equivalent and 8+ years of account management experience required; state licenses, strong communication and analytical skills, leadership ability, financial analysis, and decision-making skills required.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
10+ YOERequires 10+ years in commercial lending or investment banking, financial analysis and modeling expertise, formal credit training, sales and relationship management success, communication, leadership, and negotiation skills.
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
4+ YOE4-6 years financial services experience; knowledge of banking, brokerage, insurance, lending, and trust; required SIE/Series 6/63/65 and state life & health licenses or obtain within 120 days; federal mortgage registration and background/credit checks required.
1+ YOEHigh school diploma, 1+ year outside sales or account management experience, valid driver's license, pass background and drug screen, proficiency with Microsoft Excel/PowerPoint and CRM, willingness to travel and meet customers.
ProtonAI, Microsoft Excel, Microsoft PowerPoint, CRM
Associate Service Leader Onsite Relationship Manager 94480
Edina, Minnesota, United States
$60k-$75k/yrOnsiteFull Time
New York Life: Provides life insurance, retirement income, and investment solutions.
Bachelor's degree or relevant professional experience required; FINRA SIE and Series 99 exams to be completed within 1 year; customer service/call center experience preferred; ability to relocate within US and travel as needed.
Director, Business Relationship Management - Customer Experience
Eden Prairie, Minnesota, United States
$135k-$231k/yrOnsiteFull Time
UnitedHealth GroupNYSE: UNH: Provides health insurance and technology-enabled health care services.
10+ YOE10+ years in corporate real estate, facilities, workplace experience, CX, or related fields; experience leading customer satisfaction/VoC programs, cross-functional collaboration, and presenting to senior leadership.
Bloomington or Maple Grove or Eden Prairie or Minnetonka
$25-$27/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
0+ YOEEngage clients, manage cash transactions, educate clients on self-service banking, follow risk and compliance processes; high school diploma/GED required; customer service and sales experience preferred.
Old National BankNASDAQ: ONB: Regional financial services provider offering banking and wealth solutions.
5+ YOEBachelor’s degree in business, accounting, or finance, or high school diploma/GED with related experience; 5+ years in healthcare, corporate sales, or underwriting; complex lending, portfolio management, and healthcare industry experience required.