KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
7+ YOE7+ years commercial bank lending/relationship management, 1 year formal commercial credit training, active business development and credit underwriting skills; bachelor's degree preferred in accounting/finance or related.
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.
Trinity Pension Consultants: Third-party administrator for employer-sponsored retirement plans
2+ YOE2+ years client relationship management with qualified retirement plans; strong communication, consultative skills, MS Office proficiency; QKA required or willing to attain; bachelor\u0002s preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook
Go Rentals: Luxury vehicle rentals specializing in the private jet industry.
3+ YOE3+ years in account management, hospitality, premium guest services, aviation/FBO operations, or luxury ground transportation; strong communication, multitasking, relationship ownership, proficiency with CRM/reservation systems and Microsoft Outlook/Excel; active unrestricted driver's license; high school diploma.
Akron or Cincinnati or Indianapolis or Columbus or Kentucky
$65k-$90k/yrFieldFull Time
Mutual of America Financial Group: Provides retirement plans and investment services to various organizations.
Client relationship management experience, comfortable presenting to groups and C-suite, ability to work flexible hours, active Series 6, 63 and SIE and state life & health licenses (or obtain within first year), valid driver\u000fs license.
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
3+ YOE3+ years industry experience; knowledge of custodial platforms; familiarity with Salesforce preferred; strong communication, organization, multitasking, confidentiality, and proficiency with financial software.
Manning & Napier: Provides investment management and wealth advisory services.
3+ YOEBachelor's preferred; 3+ years related experience with RIA, trust company, bank, brokerage, or financial planning firm preferred. Series 7 and 66 required or targeted within first year. Experience with Envestnet, Salesforce, and Charles Schwab preferred; flexibility to travel and work outside normal hours.
BHDP: Architecture and design firm providing integrated workplace solutions.
12+ YOE5+ MgmtBachelor’s degree in Architecture or Interior Design; licenses/certifications preferred; 12+ years design/architecture; 5+ years in the market; strong client service, initiative, and project management.
Cincinnati or Wisconsin or Illinois or Minnesota or Missouri
$108k-$185k/yrHybridFull Time
Associated BankNYSE: ASB: Provides personal, commercial, and private banking and financial services.
8+ YOEBachelor's in Business/Finance/Accounting or equivalent, 8+ years commercial banking or B2B business development, proven portfolio growth and credit analysis skills, strong commercial product knowledge and client relationship ability.
Relationship Manager - Career and Technical Education (76409)
Columbus or Ohio
$85k-$95k/yrRemoteFull Time
Battelle: Conducts scientific research and manages national laboratories for clients.
5+ YOEBachelor's degree and minimum 5 years managing projects/partnerships (CTE or workforce development preferred); strong project management, stakeholder engagement, and communication skills.
Luma Financial Technologies: SaaS platform for financial advisors to manage alternative investments
5+ YOE5+ years in sales/business development/relationship management within insurance or annuities; strong annuity product knowledge; exceptional communication, negotiation, and cross-functional collaboration; Bachelor’s degree required.
Richwood Bank: Community bank providing financial, payroll, and marketing services.
Acquire and manage commercial banking relationships, perform credit assessments and loan documentation, develop lending solutions, coordinate with internal teams, and provide high-quality customer service. Requires high school diploma (bachelor's or equivalent experience preferred).
First Financial BankNASDAQ: FFBC: Provides retail and commercial banking and wealth management services.
5+ YOE5+ years relationship/account management experience in banking, undergraduate degree required (Accounting or Finance preferred), strong credit analysis and underwriting skills, business development and sales experience.
Field Relationship Manager-Payments-Vice President
Plano or Atlanta or Tampa or Columbus
FieldFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
8+ YOE8+ years in strategic relationship management or business development, experience with Fortune 500 clients and C-suite engagement, ability to grow revenue and cross-sell, Bachelor's preferred, PayFac/FLS experience preferred.
Foxen: A that advances financial wellness through compliance solutions for multifamily property owners, operators, and residents.
7+ YOE3+ MgmtBachelor's degree or equivalent experience, 7+ years in account management/customer success/SaaS, 3+ years leading teams preferred, strong leadership, communication, analytical and cross-functional skills.
Principal Financial GroupNASDAQ: PFG: A global financial investment management and insurance.
4+ YOEBachelor's degree or 4+ years retirement industry experience; Qualified Plan knowledge preferred; must obtain FINRA Series 6/7, Series 63, and Life & Health within 5 months; travel 25–30%; strong leadership, negotiation and communication skills.
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Manage client service delivery for wealth advisors, proficiency with CRM and workflow tools, strong communication, organizational and problem-solving skills, leadership/mentoring experience.
CRM systems, workflow management tools, timekeeping system