2mo
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Relationship Manager
Winter Park, Florida, United States
OnsiteFull Time
Must hold 7/66 or Series 7/63/65 licenses; SAFE Act registration; high school diploma; strong client management and communication skills.
Salesforce, Financial products, Investment research
1w
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Institutional Sales & Relationship Manager
Orlando or Atlanta or Fort Lauderdale
$100k-$122k/yr HybridFull Time
10+ YOEInstitutional relationship management with institutional clients; capital markets knowledge; FINRA licensing (6/7 and 63) required; typically 10+ years experience; bachelor's degree typical; CFA preferred; strong communication and analytical skills.
2w
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Corporate Banking Relationship Manager III
Orlando, Florida, United States
OnsiteFull Time
7+ YOEBachelor's in business administration or finance required; 7+ years commercial lending experience; valid in-state driver license; strong credit analysis and relationship management skills.
2mo
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CFP Relationship Manager
Chicago or Denver or Lake Mary or Menlo Park or New York or Westlake
$153k-$230k/yr HybridFull Time
CFP certification required; experience in financial planning; ability to explain long-term financial plans; asset consolidation; client relationships; compliant guidance.
Financial planning software, General computer software
1w
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SMALL BUSINESS BANKING RELATIONSHIP MANAGER
Jacksonville or Ocala or The Villages or Gainesville
OnsiteFull Time
3+ YOEBachelor's or equivalent, 3+ years sales experience, credit training or underwriting experience, proven commercial relationship management, Microsoft Office and CRM proficiency, ability to analyze financial statements.
Microsoft Office, CRM
6d
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Airport & FBO Relationship Manager
Miami or Fort Lauderdale or Jacksonville or Orlando or Birmingham or Virginia Beach or Atlanta or Washington or Jackson
RemoteFull Time
3+ YOE3+ years aviation experience, 3-5 years in sales/account management or business development; territory management, relationship-building, CRM and Excel/PowerPoint proficiency, strong communication and negotiation skills.
Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Relationship Manager Mid - Market
Chicago or Little Rock or Baton Rouge or New Orleans or Nashville or Mobile or Birmingham or Tampa or Miami or Orlando or Jacksonville or Savannah or Atlanta or Georgia or North Carolina or South Carolina or Florida or Texas or Arizona or California or Colorado or Minnesota or Illinois or Indiana or Iowa or Wisconsin or Michigan or United States
$100k-$157k/yr RemoteFull Time
6+ YOE6+ years in defined contribution client relationship management; FINRA Series 6 or 7 and 63 required; bachelor’s degree; strong client management, negotiation, presentation, and critical thinking skills; travel 25–40%.
2mo
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Client Relationship Manager
Winter Park, Florida, United States
OnsiteFull Time
5+ YOE5+ years in B2B consultative sales or account management; strong communication; CRM tools experience; organized with multi-stakeholder sales.
CRM, HubSpot, Salesforce, Microsoft 365
1mo
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Relationship Manager (Orlando Market)
Orlando, Florida, United States
OnsiteFull Time
4+ YOEHigh school diploma required (Bachelor's preferred). NMLS and notary required/obtainable; FINRA series and 4-40 preferred. Valid driver's license; 4–6 years in banking/wealth/financial services with consultative selling and portfolio management experience.
Windows, Microsoft Word, Microsoft Excel, CRM
2w
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Employee Relationship Manager - Financial Wellness Solutions
Orlando, Florida, United States
OnsiteFull Time
4+ YOEDeliver financial wellness solutions, acquire and deepen client relationships, present at events, and manage client portfolios; typically requires an associate degree and 4+ years related experience.
Edge reports
2mo
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Relationship Manager - Merchant Services
Orlando, Florida, United States
OnsiteFull Time
1+ YOE1+ years in banking and/or merchant services; Salesforce proficiency; SaaS experience preferred; strong communication and organizational skills; willing to travel occasionally.
Salesforce, SaaS
2w
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Lumitracker Client Relationship Manager
Orlando, Florida, United States
FieldFull Time
Proven experience managing municipal/DOT accounts, navigating government procurement, strong communication and stakeholder management, willingness to travel; high-school diploma required, 2- or 4-year degree preferred.
1d
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Client Relationship Manager, Client Services - Retirement
Pittsburgh or Baxter or Indianapolis or Las Vegas or Glendale or New York City or South Lyon or Cedar Rapids or Richmond or St. Louis or Greensboro or Lake Mary or Newton or Madison or Kansas City or Woodcliff Lake or Fargo or Dresher or Alabama or Alaska or Arizona or Arkansas or California or Colorado or Connecticut or Delaware or Florida or Georgia or Hawaii or Idaho or Illinois or Indiana or Iowa or Kansas or Kentucky or Louisiana or Maine or Maryland or Massachusetts or Michigan or Minnesota or Mississippi or Missouri or Montana or Nebraska or Nevada or New Hampshire or New Jersey or New Mexico or New York or North Carolina or North Dakota or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or South Dakota or Tennessee or Texas or Utah or Vermont or Virginia or Washington or West Virginia or Wisconsin or Wyoming or Poland
RemoteFull Time
5+ YOEBachelor's or equivalent, 5+ years client relationship experience in financial services, 7+ years retirement services experience preferred; ASPPA/CEBS preferred; strong analytical, communication, and project management skills; ability to travel.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1mo
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Pharmacy Relationship Manager
Lake Mary or San Antonio
FieldContract
Sales skills and interpersonal communication; pharmaceutical/medical sales experience preferred but not required; ability to work independently, oversee accounts, increase revenue; reliable transportation; partially remote with local provider visits.
1mo
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Legal Wealth Relationship Manager I
Orlando, Florida, United States
OnsiteFull Time
5+ YOEBachelor's degree, 5+ years commercial banking and relationship management, FINRA Series 7 & 66 and insurance registrations (or ability to obtain), strong credit/treasury knowledge, Microsoft Office and CRM skills, excellent communication.
Microsoft Office, CRM system
1mo
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Supplier Relationship Manager, Plastics
Timonium or Deland
$100k-$120k/yr OnsiteFull Time
3+ YOEBachelor’s in Procurement, Supply Chain, or Engineering with 3+ years in sourcing/supplier relations; or 5+ years with no degree; plastics commodity focus; contract negotiation; e-sourcing tools; ERP experience (Oracle/SAP); willingness to travel up to 20%.
eRFQ, eBid, eAuction, Oracle, SAP
1mo
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Senior Commercial Relationship Manager
Orlando, Florida, United States
OnsiteFull Time
6+ YOEBachelor's degree, 6+ years of experience, experience in commercial/middle market/CRE lending, credit analysis and loan structuring, proficiency with Microsoft Outlook/Word/Excel.
Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM
1d
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Experienced Sales & Relationship Manager
Clermont, Florida, United States
FieldFull Time
Proven sales experience (preferably real estate/home services), strong Realtor market knowledge, negotiation and presentation skills, discipline for high-volume activity, CRM proficiency, availability to travel and work evenings/weekends.
CRM, LinkedIn, Facebook, Instagram
1mo
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Attorney Relationship Manager - Personal Injury & Lien Resolution
Orlando, Florida, United States
$75k-$95k/yr OnsiteFull Time
5+ YOEBachelor's required; JD or paralegal certification preferred. 5+ years in personal injury, subrogation, or lien resolution. Strong client relationship, communication, and problem-solving skills; CRM and Microsoft Office proficiency.
CRM, FLASH, Microsoft Office Suite, AI
2d
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SBA Relationship Manager - Specialized Vertical Lender
West Palm Beach or Greenville or Charlotte or Mount Laurel or Portland or Orlando
$115k-$173k/yr OnsiteFull Time
7+ YOEUndergraduate degree, 7+ years relevant experience, commercial lending and credit analysis expertise, proven business development and negotiation skills; SBA/commercial lending experience preferred.
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