270 senior relationship manager jobs at 147 companies in Dunedin, FL
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Senior Relationship Manager
Tampa, Florida, United States
$200k-$250k/yrOnsiteFull Time
CIBC Private WealthTSX: CM: Canadian bank wealth-management division serving high-net-worth individuals and families with private banking, investment and trust services.
15+ YOE15+ years wealth/portfolio management experience, bachelor's degree, advanced credentials (MBA/CFA/CPA/CFP/JD) preferred, strong investment knowledge, financial analysis, client relationship and communication skills.
Dynasty Financial Partners: Technology-enabled wealth management platform and business-services provider serving independent advisory firms and high- and ultra-high-net-worth clients.
Serve as primary relationship owner for partner firms, provide strategic advisory and project management, 40–60% travel, wealth management or consulting experience, strong communication and critical thinking, proficiency in Microsoft PowerPoint and Excel.
Moffitt Cancer Center: National Cancer Institute-designated Comprehensive Cancer Center for cancer research and care.
7+ YOE5+ MgmtBachelor's in CS/IT/Business or equivalent experience; 7+ years IT/business relationship experience, 5+ years in IT management/consulting; strong communication, negotiation, change management, and Microsoft applications skills.
Microsoft PowerPoint, Microsoft Visio, Microsoft Project, Microsoft Word, Microsoft Excel
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.
Northern TrustNasdaq: NTRS: Global provider of wealth, asset, and banking services.
12+ YOEExtensive fiduciary and wealth management expertise, typically 12+ years as a relationship manager or attorney; deep knowledge of fiduciary standards, investments, tax, legal and operations; strong leadership, negotiation and communication skills; U.S. work authorization required.
Regions Financial CorporationNYSE: RF: Full-service financial institution offering banking, investment, and insurance services.
5+ YOEBachelor's degree with 5 years commercial banking experience (or HS diploma with more experience); developed credit, negotiation, and relationship management skills; Microsoft Office proficiency.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
City National Bank of Florida: Florida community bank serving individuals and businesses with commercial, personal, private, and wealth-management services.
8+ YOE8-10 years commercial lending experience, Bachelor's in Business or equivalent, strong accounting/credit analysis, client relationship skills, Microsoft Office and CRM proficiency.
Plano or Brooklyn or Wilmington or Chicago or Tampa or Jersey City or Palo Alto
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services and investment banking firm.
2+ YOERelationship management experience, client strategy, strong communication and presentation skills; payments industry knowledge; ability to grow and retain client relationships.
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
Bank of Central Florida: Private community bank serving Central Florida businesses and individuals with relationship-based commercial and personal banking.
5+ YOEBachelor's degree or equivalent, five years of successful sales experience required, banking preferred. Requires relationship-building, sales, communication, critical-thinking, and Microsoft Office skills.
Microsoft Excel, Microsoft Word, Microsoft Outlook
5+ YOEDrive client acquisition and growth, originate and analyze credit and non-credit products, manage risk, and deepen client relationships; typically requires a bachelor's degree and 5+ years of industry-relevant experience.
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.
TD Bank GroupTSX, NYSE: TD: Diversified Canadian multinational banking and financial services.
10+ YOEUndergraduate degree and 10+ years of relevant experience required, with commercial banking, business development, credit decisions, financial analysis, negotiation, and customer relationship expertise.
Citizens Financial GroupNYSE: CFG: US regional bank holding providing diverse financial services.
5+ YOEBachelor's degree and 5–7 years of financial services experience required. Requires strong relationship management, business development, and client service skills, plus active Series 7 and Series 63, 65, or 66 licenses.
Sunrise: Private commercial landscaping serving Florida property owners and managers with landscape installation and maintenance.
5+ YOEFive or more years of client service, account management, property management, or related B2B service experience. Requires a valid U.S. driver's license, clean driving record, local client-site travel, and strong communication and financial skills.
4+ YOERequires 4+ years of banking experience, financial assessment and relationship management skills, business-to-business sales experience, Microsoft Office proficiency, and compliance with loan originator requirements.
City National Bank of Florida: Florida community bank serving individuals and businesses with commercial, personal, private, and wealth-management services.
8+ YOE8+ years commercial lending experience, bachelor's in business required (or equivalent), formal credit training preferred, strong accounting/credit analysis, excellent communication, proficiency with Microsoft Office and CRM tools.
Boar's Head: Producer of premium delicatessen meats, cheeses, and condiments.
5+ YOE5-7 years sales management experience, experience with DSD distribution or broker teams, strong analytics and communication, ability to travel 80%, proficient with Microsoft Office and GoSpotCheck.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, GoSpotCheck