63 relationship manager jobs at 43 companies in Monterey, CA
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Relationship Manager
Monterey, California, United States
$85k-$110k/yr OnsiteFull Time
Bachelor's degree in finance/business required, Series 65 required, CFP preferred, client-facing financial services experience preferred, strong organizational and communication skills.
Salesforce
1w
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Business Relationship Manager I - Officer
San Francisco or Watsonville or Monterey or Salinas or Santa Cruz or Gilroy or Carmel
$70k-$110k/yr FieldFull Time
1+ YOERequires 1+ year of business banking relationship management or related lending experience, business credit knowledge, strong communication, risk judgment, and proficiency in Microsoft Office tools.
Microsoft Office, Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
2mo
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Commercial Relationship Manager II
Santa Cruz, California, United States
$82k-$173k/yr OnsiteFull Time
4+ YOEFour+ years in commercial banking with sales and credit experience; ability to develop relationships and analyze financial statements.
CRM, Microsoft Office
2mo
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Wealth Relationship Manager - Los Gatos
Los Gatos, California, United States
$88k-$133k/yr OnsiteFull Time
5+ YOE5+ years experience; bachelor’s degree or equivalent; required FINRA registration (SIE + Series 6/63/65 OR Series 7/66); Insurance Group 1 and mortgage loan originator registration within 150 days; strong analytical, communication, and financial planning skills; Microsoft Office and Money Guide Pro/NaviPlan experience preferred.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
3w
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Senior Business Banking Relationship Manager (LO)
Salinas, California, United States
$104k-$168k/yr OnsiteFull Time
4+ YOE4+ years banking experience, experience sourcing/managing client portfolios, knowledge of deposit/cash management, ability to assess credit and structure lending, intermediate Microsoft Office skills, LO qualification required.
Microsoft Office, Microsoft Excel
1mo
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Wealth Relationship Manager - Alum Rock / Eastridge.
Los Gatos or San Jose
$88k-$133k/yr OnsiteFull Time
5+ YOERequires 5–8 years of experience, bachelor's degree or equivalent, strong financial and analytical skills, Microsoft Office proficiency, and FINRA and insurance registrations.
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word, MoneyGuidePro, NaviPlan Select
1w
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Relationship Banker - Monterey Bay Valley market
Capitola or Aptos or Santa Cruz
$25-$27/hr OnsiteFull Time
High school diploma or equivalent required. Must communicate confidently, manage cash, build client relationships, learn technology, solve problems, and work weekends or extended hours. Sales and cash-handling experience preferred.
ATM, online banking, mobile banking
3w
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AI Product Manager, Catalog and Content Understanding
Los Gatos, California, United States
$400k-$640k/yr OnsiteFull Time
7+ YOE7+ years product management experience, strong ML/AI knowledge, experience launching LLM integrations, ML lifecycle familiarity, excellent communication, and ability to build cross-functional relationships.
LLM, NLP
1mo
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Copy of Environmental Remediation Project Manager
Santa Barbara or Oakland or San Francisco or San Jose or San Rafael
$110k-$130k/yr HybridFull Time
4+ YOEBA/BS in engineering, business, or environmental science plus 4 years relevant experience (or equivalent). Valid driver's license, US citizenship or permanent residency required. Experience managing remediation projects and client relationships preferred.
2w
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Gym Manager
Marina, California, United States
$25-$28/hr OnsiteFull Time
Anytime Fitness: Operates 24/7 fitness centers with personalized coaching and community.
Seeking a relationship-oriented gym manager to lead staff, grow memberships, achieve sales KPIs, maintain a safe facility, and organize community events.
3w
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Account Manager
San Jose or San Francisco
$109k-$147k/yr OnsiteFull Time
4+ YOE4+ years sales or related experience; bachelor's in architecture/interior design or equivalent; project management familiarity; strong presentation, negotiation, and client relationship skills; valid California driver's license required.
Microsoft Word, Microsoft Excel, MillerKnoll Workplace Insights
1mo
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Senior Tax Manager
Santa Cruz, California, United States
HybridFull Time
10+ YOECPA or EA (active or willing to reactivate),10+ years public accounting/tax,experience managing and developing tax staff,client relationship management,strong technical knowledge of federal/state/local tax,proficiency with UltraTax/Axcess Tax/Lacerte.
UltraTax, Axcess Tax, Lacerte
1mo
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Partner Relations Manager
Salinas, California, United States
$83k-$85k/yr OnsiteFull Time
4+ YOE2+ MgmtBachelor's degree, 4 years related experience (2 years supervisory preferred), strong partner relationship, negotiation, project management, data-driven evaluation, and cross-functional collaboration skills.
Google, Slack, Monday
2mo
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Finance Manager
Seaside, California, United States
$60k/yr OnsiteFull Time
2+ YOEDealership finance and insurance experience preferred, strong sales aptitude, interpersonal, math and computer skills, ability to prepare state and federal vehicle purchase documents, maintain lender relationships.
5d
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Account Manager - State Farm Agent Team Member
Santa Cruz, California, United States
$50k-$100k/yr OnsiteFull Time
Insurance sales or account management experience preferred; requires leadership, interpersonal, sales, customer relationship, policy review, and sales-target achievement skills.
2mo
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Senior Regional Manager, Schwab Wealth Advisory
Campbell, California, United States
$216k-$288k/yr OnsiteFull Time
5+ YOECFP® or CFA® required, Bachelor’s degree required, active Series 7/66/9/10, 5+ years in financial services, supervisory experience preferred; strong coaching, relationship building, and performance management skills.
1mo
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Senior Sales Manager
Carmel Valley, California, United States
$94k-$98k/yr OnsiteFull Time
7+ YOE7-10 years luxury resort group sales experience; HS/GED; valid California driver license; strong sales, negotiation and relationship skills; Delphi and Microsoft Office proficiency; ability to lift 10-25 lbs.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Internet Explorer, Delphi, Opera Cloud
3mo
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Channels Partner Manager, Microsoft
Austin or Minneapolis or San Francisco or Santa Cruz
$135k-$200k/yr OnsiteFull Time
3+ YOE3+ years partner management, channel sales or mid-market/enterprise sales; 2+ years with ERP channel/VAR communities (NetSuite, Sage, Microsoft, Acumatica); strong relationship, negotiation, and cross-functional collaboration skills; willingness to travel up to 25%.
ERP, NetSuite, Sage, Microsoft Dynamics, Acumatica
2d
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Event Sales Manager
Carmel, California, United States
$75k-$80k/yr OnsiteFull Time
2+ YOERequires 2+ years in event planning, catering, or hotel sales; wedding sales preferred. Strong organization, communication, relationship-building, hospitality, problem-solving, confidentiality, and multitasking skills required.
Microsoft Office Suite
2d
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Event Sales Manager
Carmel, California, United States
$75k-$80k/yr OnsiteFull Time
2+ YOERequires 2+ years in event planning, catering, or hotel sales; strong organization, communication, relationship-building, confidentiality, and problem-solving skills; event software and Microsoft Office proficiency.
event management software, Microsoft Office Suite
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