477 relationship manager jobs at 279 companies in Wellington, FL
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Sales Relationship Manager
Boca Raton, Florida, United States
FieldFull Time
Southern Orthodontic Partners: Privately held dental services organization providing management, administrative, and recruiting support to affiliated orthodontic practices.
Sales, marketing, or relationship management experience is preferred but not required. Requires organization, independent work, teamwork, CRM and Microsoft Office proficiency, and travel to multiple locations.
Enumerate: Private HOA management software serving community associations and property management teams with accounting, payments, operations, and resident engagement.
2+ YOERequires 2+ years in customer success or account management, strong customer service and project management skills, organization, deadline management, and ability to work EST or CST hours.
Stellantis Financial Services: Captive automotive-finance bank providing mobility financing for Stellantis brands.
2+ YOERequires 2+ years in automotive indirect lending as an underwriter or dealer relationship manager, high school diploma/GED, credit analysis, sales, data analysis, and relationship management skills.
5+ YOEBachelor's degree and 5+ years of industry-relevant experience, with expertise in relationship management, financial analysis, credit processes, prospecting, selling, and risk management.
Grand Rapids or Atlanta or Palm Beach or Chicago or Minneapolis or Cincinnati
OnsiteFull Time
Oxford Financial Group: Investment advisor providing wealth management, estate planning, and family-office services to high-net-worth families 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
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
Israel Discount Bank of New York: New York-based private and commercial bank serving personal, commercial, private-banking, wealth-management, and high-tech clients.
SMArtX Advisory Solutions: Private financial technology providing cloud-native managed-account and UMA platforms to advisors, enterprises, and asset managers.
4+ YOEBachelor's degree and 4–6 years in relationship, client success, account, project management, or related client-facing work; requires communication, presentation, organization, collaboration, and problem-solving skills.
CognizantNASDAQ: CTSH: Global professional services providing technology and consulting services.
15+ YOE15+ years in client relationship and complex project management, expertise in project methodologies, crew management for cruise operations, strong communication, negotiation, analytical and hybrid collaboration skills.
JM Family Enterprises: Privately held diversified automotive and franchise-services serving Toyota dealers, drivers, dealerships, and homeowners.
3+ YOERequires 3–5+ years of progressive HR or strategic consulting experience, strong consultation and facilitation skills, business acumen, project management experience, and Workday experience preferred.
Glint, HRNow, Workday, MIT/LIT, Start, Stop, Continue, New Team Formation
U.S. Bancorp Asset ManagementNew York Stock Exchange: USB: Diversified financial services and banking institution.
5+ YOEBachelor's or equivalent experience, 5+ years institutional portfolio/relationship experience, FINRA Series 6/7 and 63 required or to be completed within 120 days, capital markets knowledge; CFA preferred; strong presentation and relationship skills.
Fort Lauderdale or Coral Gables or West Palm Beach
$149k-$223k/yrOnsiteFull Time
TD Bank USA, National Association: U.S. national bank issuing Target and Nordstrom-branded and private-label credit cards.
10+ YOEUndergraduate degree and 10+ years of relevant experience required, with commercial industry expertise, business development, credit decisions, financial analysis, negotiation, and an established referral network.
Amerant BankNYSE: AMTB: Amerant Bank is a Florida-headquartered national bank serving individuals and businesses with deposit, credit, investment, and wealth-management services.
10+ YOE10+ years CRE credit and business development experience; MBA/MS in CRE Investment/Finance required; active or willing to register in NMLS; strong credit underwriting, financial analysis, communication, and leadership skills.
First Horizon BankNYSE: FHN: Tennessee commercial bank serving consumers, businesses, institutions, and wealth-management clients across the southern United States.
5+ YOEBachelor's degree and 5–8 years of experience or equivalent; business credit underwriting knowledge preferred; strong communication, presentation, business acumen, and relationship management skills.
Sr Relationship Manager - Global Commercial Bank - Middle Market
Fort Lauderdale, Florida, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
10+ YOE10+ years commercial lending or investment banking experience; strong corporate finance, financial modeling and credit training; proven sales and relationship management; undergraduate degree; obtain SIE, Series 7 and 63 within 180 days.
10+ YOEBachelor's in business/finance/banking or related,10+ years commercial lending or portfolio management,loan structuring and credit analysis,knowledge of federal/state lending regs,proficiency with Microsoft Word, Excel, Outlook.
4+ YOERequires 4+ years of banking experience, with credit analysis, business client portfolio management, relationship-building, communication, and risk management skills. Bachelor's degree preferred.
People's Trust Insurance: Florida private home insurer providing homeowners and flood coverage with coordinated claims restoration for policyholders.
4+ YOE4+ years P&C experience with extensive Florida homeowners underwriting knowledge; strong communication, agency management, and Microsoft Office skills; willingness to travel frequently in Florida.