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1,039 senior relationship manager jobs at 564 companies in Milpitas, CA

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Senior Relationship Manager
San Jose, California, United States
$170k-$210k/yr OnsiteFull Time
California Bank of Commerce
California Bank of Commerce: California Bank of Commerce is a private commercial bank serving California individuals, professionals, and small to medium-sized businesses.
7+ YOEBachelor's degree required; master's preferred. Requires 7–10 years of commercial lending experience, banking knowledge, relationship management, business development, analytical, communication, and problem-solving skills.
Microsoft Office
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2mo
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Senior Relationship Manager
San Francisco, California, United States
$156k-$256k/yr OnsiteFull Time
Bank of Marin
Bank of MarinNasdaq: BMRC: Backing Business. Building Communities.
5+ YOEBachelor's degree or equivalent, 5+ years relevant banking experience, strong commercial credit and underwriting skills, proficiency with Microsoft Windows, Word, Excel, Outlook, and excellent communication and sales abilities.
Microsoft Windows, Microsoft Word, Microsoft Excel, Microsoft Outlook
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1mo
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Relationship Manager
San Francisco, California, United States
$100k-$200k/yr OnsiteFull Time
East West Bank
East West BankNasdaq: EWBC: The premier financial bridge between the East and West.
10+ YOE5+ Mgmt10+ years banking experience with 5+ years direct client relationship management, venture debt/venture lending or C&I lending preferred; credit structuring, term sheet negotiation, and legal document review; must be authorized to work in the US.
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1mo
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Relationship Manager
Palo Alto, California, United States
$100k-$150k/yr HybridFull Time
Commercial Bank of California
Commercial Bank of California: Privately held, Latino-owned full-service community bank serving California businesses, entrepreneurs, nonprofits, and real estate investors.
5+ YOEOriginate and service commercial and consumer credit solutions, build client relationships, cross-sell deposit/lending/treasury services, and represent the bank in community events.
Teladoc
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1w
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Business Relationship Manager Senior Deepening - Vice President
Oakland, California, United States
$124k-$188k/yr OnsiteFull Time
Chase
ChaseNYSE: JPM: U.S. consumer and commercial bank serving individuals, families and businesses with banking, lending, cards and investment services.
5+ YOERequires 5+ years in business banking relationship management or related lending, strong knowledge of deposits, cash management, credit underwriting, risk management, and client relationship development.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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1w
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Business Relationship Manager
Sunnyvale, California, United States
$200k-$250k/yr OnsiteFull Time
Tata Consultancy Services
Tata Consultancy ServicesBSE: 532540: Global leader in IT services, consulting, and business solutions.
5+ YOERequires stakeholder and relationship management, business acumen, strategic planning, communication, negotiation, ITIL service management, portfolio management, financial management, risk governance, and change management.
ITSM, HP Project and Portfolio Management Center (HP PPM), ITIL, SLA, KPI, PMO, ROI
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1mo
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Broker Relationship Manager
Philadelphia or Dublin
$90k-$179k/yr HybridFull Time
TriNet
TriNetNYSE: TNET: Human resources solutions and PEO for small and medium-sized businesses.
8+ YOEDevelop and manage regional broker strategy; strong executive-level selling and relationship skills; typically 8+ years sales/account management; bachelor’s degree preferred; proficient in Microsoft Office Suite and Salesforce.
Microsoft Office Suite, Salesforce
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1mo
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Senior Staff Supplier Relationship
Hayward, California, United States
$149k-$223k/yr OnsiteFull Time
Illumina
IlluminaNASDAQ: ILMN: Global leader in DNA sequencing and genomic technologies.
12+ YOESenior sourcing leader with extensive supplier management, negotiation, and strategic sourcing experience; strong analytical, communication, and cross-functional collaboration skills; proficiency 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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3mo
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Relationship Manager, Pac Rim Division
San Francisco or San Ramon or San Jose
$89k-$166k/yr OnsiteFull Time
BMO
BMOTSX: BMO: Diversified North American financial services provider.
7+ YOE7+ years in Relationship Management, Account or Portfolio Management in corporate banking with sales metrics; bachelor’s degree; credit knowledge; Pacific Rim experience preferred.
Credit analysis, Credit risk assessment, Portfolio management, Negotiation, Regulatory compliance, Product knowledge
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3mo
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Relationship Manager, AS Relationship Management- Greater San Franscico Bay
San Francisco, California, United States
$107k-$147k/yr RemoteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services firm providing brokerage, banking, and advisory services.
5+ YOEActive FINRA Series 7 and Series 63, bachelor’s degree or equivalent, 5+ years financial services relationship management, strong communication, negotiation, and consultative selling skills.
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1mo
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VP, Relationship Manager
San Jose or San Francisco
$100k-$160k/yr OnsiteFull Time
Avidbank
AvidbankNASDAQ: AVBH: A privately held California commercial bank serving small businesses, technology companies, entrepreneurs, and individuals with lending and deposit services.
5+ YOE5+ years venture banking or related experience, strong underwriting and portfolio management, financial modeling, deal structuring, leadership and communication skills.
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1w
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D365 Client Relationship Manager
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/yr OnsiteFull Time
BDO Digital, LLC
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
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1mo
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VP, Relationship Manager
San Francisco, California, United States
$150k-$175k/yr OnsiteFull Time
Cathay Bank
Cathay BankNASDAQ: CATY: Commercial bank providing financial services to individuals and businesses.
5+ YOE5-7 years commercial lending experience with underwriting and loan negotiation skills; U.S. college graduate; strong credit policy and risk management knowledge; excellent communication and PC proficiency.
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3mo
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Business Banking Sr Relationship Manager
San Jose or Walnut Creek or Pleasanton
$140k-$185k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
5+ YOE5+ years commercial lending/business banking experience; portfolio management and sales skills; financial statement and cash-flow analysis; bachelor's degree preferred; strong leadership and client relationship skills.
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1w
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Senior Vice President, Mid-Corp Relationship Manager - Digital Tech & Comms
San Francisco or United States
$192k-$288k/yr HybridFull Time
Citi
CitiNYSE: C: Global financial services organization enabling growth and economic progress.
10+ YOE10+ years of experience, bachelor's degree required and master's preferred, advanced credit and banking expertise, complex deal structuring, risk assessment, client relationship management, and team coordination skills.
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1w
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Wealth Relationship Manager
San Francisco or Fremont or Cupertino
$100k-$200k/yr OnsiteFull Time
HSBC Bank USA, N.A.
HSBC Bank USA, N.A.: U.S. national bank providing commercial, consumer and wealth-banking services to individuals, businesses, governments and institutions.
Requires FINRA Series 7 and 66, or Series 63 and 65, plus life and health insurance licenses or willingness to obtain sponsorship; financial sales, wealth planning, regulatory, and client relationship experience required.
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2mo
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Relationship Manager - San Francisco, CA
San Francisco or Los Angeles or California or Oregon or Washington or Alaska
$125k/yr FieldFull Time
DoubleLine
DoubleLine: Independent, employee-owned investment manager serving institutional and high-net-worth investors with fixed-income and multi-asset strategies.
5+ YOEBachelor's preferred (marketing/finance), 5+ years in investment management with 3+ years as an external wholesaler, Series 7 and 63, existing territory relationships, proven mutual fund/ETF sales success, ability to work independently and travel frequently.
Salesforce.com
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2w
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Senior Client Relationship Manager - Hybrid (Walnut Creek, CA)
San Francisco or Walnut Creek
$150k-$175k/yr HybridFull Time
OneDigital
OneDigital: Private insurance brokerage, financial-services, and HR consulting firm serving employers, businesses, and individuals.
5+ YOERequires 5–10 years in financial services, retirement plan client experience, Series 65, ERISA knowledge, strong relationship management, and proficiency with Microsoft 365, SharePoint, Zoom, and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Microsoft SharePoint, Zoom, Salesforce, fi360/Toolkit, CRM, AI
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2w
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Strategic Relationship Manager - US West
North America or Seattle or Portland or San Francisco or Los Angeles or Salt Lake City or San Diego
$126k-$150k/yr RemoteFull Time
Harvard Business Impact
Harvard Business Impact: Not-for-profit publisher and learning organization serving professionals, educators, students, and organizations through management content and leadership development.
5+ YOERequires 5+ years in strategic account management, business development, consultative sales, customer success, or relationship management; CRM, territory, negotiation, presentation, and higher education experience preferred.
Salesforce
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1w
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Relationship Manager - RIA
North America or San Francisco
$75k/yr FieldFull Time
Capital Group
Capital Group: Provides investment management services globally.
Requires third-party distribution experience, mutual fund, SMA and ETF knowledge, portfolio construction expertise, RIA sales experience, strong communication skills, and Excel, PowerPoint or Tableau proficiency.
Microsoft Excel, Microsoft PowerPoint, Tableau
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