742 relationship manager jobs at 420 companies in Peoria, AZ
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Relationship Manager
Phoenix, Arizona, United States
$55k-$75k/yrOnsiteFull Time
Strategy Financial Insurance, LLC: Arizona financial planning firm serving retirees with retirement income, investment, tax, healthcare, and legacy planning.
2+ YOERequires 2+ years in relationship management, client service, financial processing, or similar support; strong organization, communication, attention to detail, and Microsoft Office proficiency. Bachelor's degree preferred.
Microsoft Office, Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Sunwest Bank: Privately held U.S. commercial bank serving entrepreneurs, businesses, individuals, and real estate clients.
Supports development and analysis of depository and credit information; prepares credit authorizations and collateral analysis; sources new business; manages loan and deposit relationships; uses Salesforce to deliver client service.
WaFd BankNasdaq: WAFD: Washington state-chartered commercial bank serving consumers, businesses, and commercial real-estate owners and developers.
7+ YOEBachelor's degree or equivalent, seven years of relationship management experience, commercial lending expertise, negotiation skills, and experience winning and retaining credit and non-credit relationships.
Enterprise Bank & TrustNASDAQ: EFSC: Private Missouri-chartered bank providing business, personal, wealth-management, and specialized banking services to businesses, families, and individuals.
7+ YOESeven or more years of commercial lending experience preferred, with commercial credit underwriting, business development, portfolio management, financial analysis, regulatory knowledge, and client relationship skills.
Microsoft Word, Microsoft Excel, Bankway, Salesforce, Google Mail
Cincinnati or Tempe or Saint Petersburg or Rochester or Allentown or Irving
$60k-$94k/yrHybridFull Time
PaychexNASDAQ: PAYX: Provider of integrated human capital management and payroll services.
5+ YOERequires 5 years in account management, sales, or high-level customer service with mid-market clients, including 2 years in account management and 1 year in leadership experience.
Servbank: Private U.S. bank serving homeowners, businesses, communities, and lenders through mortgage subservicing and specialty banking.
5+ YOEMinimum 5 years in cash management, sales, or relationship management; strong treasury product, credit/risk, overdraft and pricing knowledge; proven sales/negotiation skills and excellent communication.
Vanguard: Global investment management firm owned by its client funds.
3+ YOE3+ years managing a financial services book of business, with high-net-worth client relationship experience preferred; requires regulatory licensing or registration and a bachelor's degree or equivalent experience.
Alpharetta or Gilbert or Chicago or Sandy or Tampa or New Jersey or Illinois or California
$65k-$110k/yrOnsiteFull Time
E*TRADENYSE: MS: Global financial services firm providing investment and banking solutions.
1+ YOERequires 1–2 years of client service experience in financial services and active Series 7 and Series 63 licenses. Strong communication, organization, problem-solving, and client relationship skills required.
Tata Consultancy ServicesBSE: 532540: Global leader in IT services, consulting, and business solutions.
18+ YOEBachelor's degree; 18+ years in technology consulting/digital transformation; stakeholder and sales experience; presales and business development in Data, Analytics & AI; proven senior relationship management.
Northern TrustNasdaq: NTRS: Global provider of wealth, asset, and banking services.
5+ YOEBachelor's in finance-related field, 5+ years commercial banking or lending experience, credit analysis and underwriting ability, business development and relationship management skills, ability to travel to client locations.
Summit Restoration and Construction: Family-owned Arizona disaster-restoration and construction contractor serving residential, commercial, and property-management clients.
3+ YOERequires 3+ years of business development, sales, or relationship management experience, preferably in restoration, construction, or insurance, plus strong communication, networking, organization, CRM, and presentation skills.
Indianapolis or Atlanta or Dallas or Phoenix or Detroit or United States
FieldFull Time
McGuire Sponsel: Specialty tax and advisory firm serving CPA and real estate firms with R&D, fixed-asset, and location services.
3+ YOEBachelor's degree, B2B sales experience, and 3–5+ years in sales or professional services. Requires strategic planning, communication, travel readiness, Microsoft Office proficiency, a driver's license, and transportation.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Salesforce
The Quantum Group: Independent distributor of life, health, and wealth insurance products.
1+ YOERequires 1–3 years of administrative experience in a professional environment, excellent communication, follow-up, and attention to detail. Financial industry experience is preferred but not required.
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 Digital, LLC: Professional services firm providing assurance, tax, and advisory services.
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
Alpharetta or Sandy or Gilbert or Tampa or Chicago or United States
$65k-$110k/yrOnsiteFull Time
E*TRADENYSE: MS: Global financial services firm providing investment and banking solutions.
1+ YOERequires 1–2 years of financial-services client service experience, active Series 7 and Series 63 licenses, strong communication and organizational skills, and the ability to resolve issues and manage high-volume interactions.
ChaseNYSE: JPM: U.S. consumer and commercial bank serving individuals, families and businesses with banking, lending, cards and investment services.
1+ YOERequires 1+ year of business banking relationship management or business lending experience, business credit knowledge, strong communication, risk judgment, and proficiency in Microsoft Office tools.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
BeachFleischman: Arizona public accounting firm serving businesses, organizations, entrepreneurs, and individuals with audit, tax, and advisory services.
6+ YOECPA required, Bachelor's in Accounting required (Master's preferred), 6+ years public accounting experience, client relationship management, leadership, tax law knowledge, and community involvement (15 hrs/month).
Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg
$150k-$175k/yrHybridFull Time
Osaic: Private U.S. wealth-management firm supporting financial professionals and institutions with brokerage, advisory, technology, and back-office services.
12+ YOEMinimum 12 years in wealth management, 5+ years building advisor relationships, proven team management, strong communication, bachelor's preferred (high school required), knowledge of advisor tools, and ability to drive growth and retention.