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380 relationship manager jobs at 247 companies in Santee, CA

1mo
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Relationship Manager
Carlsbad, California, United States
OnsiteFull Time
Sunwest Bank
Sunwest Bank: Entrepreneurial business bank serving businesses and entrepreneurs nationwide.
Experience in commercial lending, underwriting, and client relationship development; knowledge of commercial banking products and legal entity structures; strong communication and Microsoft Office skills.
Microsoft Word, Microsoft Excel
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2mo
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Sr Relationship Manager
San Diego, California, United States
$115k-$170k/yr OnsiteFull Time
Columbia Bank
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
7+ YOE7+ years commercial banking experience, middle-market relationship management, business development, advanced credit acumen, strong communication and presentation skills, and proficiency with Microsoft Office.
Microsoft Office
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1d
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Relationship Manager, SBB
San Diego, California, United States
$20-$25/hr OnsiteFull Time
Axos Financial
Axos FinancialNYSE: AX: Provides digital-first banking and diverse financial services to customers.
3+ YOEBachelor's degree, 3+ years of banking experience, small business banking experience, and 2+ years of customer service experience. Must meet sales, compliance, and relationship management requirements.
BSA/AML, calculator, telephone, computer keyboard, computer mouse, copiers
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3w
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Referral Relationship Manager
Sorrento Valley, California, United States
$80k-$85k/yr HybridFull Time
Ethos Veterinary Health
Ethos Veterinary Health: Operates a network of specialty and emergency veterinary hospitals.
3+ YOE3+ years experience managing relationships, outreach, event planning, CRM proficiency, valid driver's license and reliable transportation, ability to work occasional evenings and weekends.
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1mo
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Relationship Manager- Core Market
Chicago or Austin or Dallas or Houston or Irvine or Los Angeles or Phoenix or Portland or Salt Lake City or San Diego or San Francisco or San Ramon or United States
$100k-$250k/yr RemoteFull Time
Lincoln Financial
Lincoln FinancialNew York Stock Exchange: LNC: Provides life insurance, annuities, and retirement planning services.
5+ YOE5+ years retirement-industry client-facing experience, strong relationship management, ERISA/IRS knowledge, FINRA S6 & S63 and Life & Health licenses required within hire windows, travel up to 30%.
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3mo
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Relationship Manager
San Diego, California, United States
$100k/yr RemoteFull Time
Global Payments
Global PaymentsNYSE: GPN: Provides payment technology and software solutions for global commerce.
Prospecting, presenting solutions, and closing sales for merchants; strong communication and networking; ability to drive high-velocity sales.
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3w
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Business Banking Sr Relationship Manager
San Diego, California, United States
$140k-$185k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
5+ YOE5+ years commercial lending/business development experience; experience managing portfolios of $20–50M; ability to analyze financial statements, sales track record, and client relationship skills.
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1w
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Business Relationship Manager
Carlsbad, California, United States
$103k-$145k/yr OnsiteFull Time
Tri Counties Bank
Tri Counties BankNASDAQ: TCBK: Provides commercial and retail banking services in California.
3+ YOE3+ years commercial banking or business relationship experience preferred; high school diploma required, bachelor’s preferred; strong sales, financial analysis, communication, and organizational skills.
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3w
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Small Business Relationship Manager
San Diego, California, United States
$92k-$112k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
3+ YOENMLS registration required, typically bachelor's or equivalent, 3+ years relationship banking experience, underwriting and financial analysis skills, consultative selling and relationship management.
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3mo
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JPMorgan Private Client Relationship Manager – Del Mar, CA
Del Mar, California, United States
$150k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
10+ YOE10+ years in financial services with affluent/complex relationship management and business development; proven ability to build trusted client relationships and deliver bespoke solutions.
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3w
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Business Banking Sr Relationship Manager
San Diego, California, United States
$140k-$185k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
5+ YOE5+ years commercial lending/business banking experience; portfolio management for $20–50M clients; financial statement and cash flow analysis; sales and relationship development skills; Bachelor's preferred.
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2mo
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Sr. Relationship Advisor
San Diego, California, United States
$189k-$331k/yr OnsiteFull Time
Northern Trust
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
12+ YOEExtensive fiduciary and wealth management experience; 12+ years as a relationship manager or attorney in trust/estate administration or related fields; college degree or equivalent experience; JD strongly preferred; fiduciary, tax, investment, communication and leadership skills.
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1mo
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Relationship Manager - VP or SVP level
San Francisco or San Diego or Malvern or California or Florida or Illinois or Massachusetts or New Hampshire or New Jersey or New York or North Carolina or Pennsylvania or Rhode Island or Texas or United States
$150k-$250k/yr OnsiteFull Time
Customers Bank
Customers BankNYSE: CUBI: Provides commercial and consumer banking and digital financial solutions.
5+ YOE5+ years venture banking experience (VP 5-7, SVP 8-10), deep life-sciences/healthcare sector expertise, origination and credit structuring skills, strong network with VC/PE, excellent communication and consultative skills.
Microsoft Suite, AI & Automation tools
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1w
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Fanatics Markets Relationship Executive
Miami or Dallas or Houston or Austin or San Diego or San Francisco
$90k-$110k/yr OnsiteFull Time
Fanatics
Fanatics: Global digital sports platform for merchandise, collectibles, and betting.
4+ YOE4+ years in sales, customer acquisition, hospitality, relationship management, or customer success with direct performance accountability; strong written/verbal communication, high-volume outbound outreach, organization, and persistence.
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2w
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Relationship Mgr III-C&IB (F)
New York City or San Francisco or Boston or East Brunswick or San Diego or Pittsburgh or Charlotte or Raleigh or Irvine or Philadelphia
$104k-$254k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
8+ YOEIndustry specialty RM with advanced credit and client relationship experience (typically 8+ years), bachelor’s degree, required securities licenses within 180 days, strong credit, financial analysis, and client prospecting skills.
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1w
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Private Banking Relationship Manager - San Diego, CA
San Diego, California, United States
$147k-$196k/yr OnsiteFull Time
Zions Bancorporation
Zions BancorporationNASDAQ: ZION: Provides commercial and consumer banking services in Western US.
6+ YOEBachelor's degree and 6+ years experience in lending/sales/banking; NMLS federal registration required; strong credit analysis, loan structuring, sales and interpersonal skills.
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1mo
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Staff Supplier Relationship
San Diego or Madison or Hayward
$108k-$162k/yr OnsiteFull Time
Illumina
IlluminaNASDAQ: ILMN: Provides genomic sequencing and array-based solutions for genetic analysis.
8+ YOESenior sourcing role requiring deep supplier management, category strategy, negotiation, cost reduction, supplier risk mitigation, and cross-functional leadership; proficient with Ariba, SAP, Quickbase and Microsoft Office; travel up to 25%.
Ariba, SAP, Quickbase, Microsoft Project, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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3w
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Manager, Client Relationship Support - La Jolla, CA
La Jolla, California, United States
$40-$72/hr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
2+ MgmtRequires FINRA Series 7 and 63 (active), ability to obtain Series 9 and 10, client-facing financial services experience, supervisory skills, strong communication and attention to detail.
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2mo
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Wealth Relationship Manager SAFE Act - SOLANA BEACH
Solana Beach, California, United States
$84k-$126k/yr OnsiteFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
5+ YOE5+ years experience; required US FINRA registrations (SIE + Series 6/63/65 OR Series 7/66), Insurance Group 1 and MLO registration within 150 days; strong analytic, communication, KYC/AML compliance, and financial planning skills; bachelor’s degree or equivalent.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
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2mo
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Wealth Relationship Manager SAFE Act - SOLANA BEACH
Solana Beach, California, United States
$84k-$126k/yr OnsiteFull Time
Citi
CitiNYSE: C: Global diversified financial services holding.
5+ YOE5-8 years' experience; strong analytical and communication skills; FINRA registration (SIE + Series 6/63/65 OR Series 7/66) and Insurance Group 1 required within 150 days; NMLS registration required; Microsoft Office and financial planning tool experience.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
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