564 senior relationship manager jobs at 343 companies in Ohio
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Vice President, Senior Relationship Manager
Cincinnati, Ohio, United States
OnsiteFull Time
Western & Southern Financial Group: Provides life insurance, annuities, and investment management services.
10+ YOE10+ years institutional relationship management or investment business development; Bachelor's in business (finance/marketing/accounting) required; MBA preferred; Series 7 and 66 within 180 days; proficiency with Satuit and Microsoft Office; strong presentation, project management, and communication skills.
Satuit, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
First Financial BankNASDAQ: FFBC: Provides retail and commercial banking and wealth management services.
7+ YOEBachelor's degree and 7+ years relationship/account management experience selling banking products; credit underwriting and financial analysis; sales, negotiation, and strong communication skills.
Gryphon Financial Partners: Independent wealth management and financial advisory firm.
5+ YOEBachelor’s degree; 5+ years of wealth management client relationship experience; exceptional communication, fiduciary judgment, organizational discipline, and knowledge of the full wealth management lifecycle. Finance or business preferred.
Cleveland or Leesburg or Chicago or Houston or Columbus or Atlanta
$112k-$250k/yrOnsiteFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
5+ YOEBachelor's degree and 5+ years industry experience; strong client relationship, sales and investment knowledge; ability to manage and grow a book of business; preferred prior Series 7/63 and wealth management experience.
Trinity Pension Consultants: Third-party administrator for employer-sponsored retirement plans
7+ YOERequires 7+ years of client relationship management experience with qualified retirement plans, QKC, communication and software skills, and proficiency in Microsoft Office; CPC and bachelor's degree preferred.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
10+ YOEMaster's degree or equivalent experience,10+ years commercial lending,FINRA SIE/Series 79/Series 63 within 180 days,strong relationship management,credit structuring,analytical and communication skills.
Grand Rapids or Atlanta or Palm Beach or Chicago or Minneapolis or Cincinnati
OnsiteFull Time
Oxford Financial Group: Provides wealth management and family office services to high-net-worth individuals 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
Cincinnati or Wisconsin or Illinois or Minnesota or Missouri
$108k-$185k/yrHybridFull Time
Associated BankNYSE: ASB: Provides personal, commercial, and private banking and financial services.
8+ YOEBachelor's in Business/Finance/Accounting or equivalent, 8+ years commercial banking or B2B business development, proven portfolio growth and credit analysis skills, strong commercial product knowledge and client relationship ability.
Relationship Manager - Career and Technical Education (76409)
Columbus or Ohio
$85k-$95k/yrRemoteFull Time
Battelle: Conducts scientific research and manages national laboratories for clients.
5+ YOEBachelor's degree and minimum 5 years managing projects/partnerships (CTE or workforce development preferred); strong project management, stakeholder engagement, and communication skills.
Luma Financial Technologies: SaaS platform for financial advisors to manage alternative investments
5+ YOE5+ years in sales/business development/relationship management within insurance or annuities; strong annuity product knowledge; exceptional communication, negotiation, and cross-functional collaboration; Bachelor’s degree required.
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
7+ YOE7+ years sales/business development experience; ability to advise high-net-worth clients; bachelor's degree preferred or equivalent experience; FINRA licenses and other wealth credentials preferred; strong communication and financial analysis skills.
Field Relationship Manager-Payments-Vice President
Plano or Atlanta or Tampa or Columbus
FieldFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
8+ YOE8+ years in strategic relationship management or business development, experience with Fortune 500 clients and C-suite engagement, ability to grow revenue and cross-sell, Bachelor's preferred, PayFac/FLS experience preferred.
Foxen: A that advances financial wellness through compliance solutions for multifamily property owners, operators, and residents.
7+ YOE3+ MgmtBachelor's degree or equivalent experience, 7+ years in account management/customer success/SaaS, 3+ years leading teams preferred, strong leadership, communication, analytical and cross-functional skills.
New York or Ohio or Kentucky or Florida or Tennessee or North Carolina or Delaware or South Carolina or New Jersey or Georgia or Maryland or West Virginia or Pennsylvania or Indiana or Virginia or Alabama
$112k-$150k/yrRemoteFull Time
First American FinancialNYSE: FAF: Provides title insurance and settlement services for real estate.
5+ YOEBachelor's or equivalent,5+ years related experience,strong negotiation and stakeholder management,excellent written/verbal communication,proficiency in Microsoft Word, Excel and PowerPoint.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Consumers National BankOTCQX: CBKM: Provides retail and commercial banking services to communities.
5+ YOE5+ MgmtRequires a four-year business-related degree or equivalent education and experience, 5+ years of service industry management experience, business development skills, staff leadership, regulatory knowledge, communication, analytical, and Microsoft Office proficiency.
Banner Quality Management Inc. (BQMI): BQMI provides technical engineering and safety services for federal agencies.
8+ YOEProvide customer engagement and concierge support, assess/route requests, develop and deliver training, use ITSM and CRM tools; BA/BS+8yr or AA/AS+12yr experience.
Microsoft Office 365, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams, Microsoft OneNote, Microsoft One Drive, SharePoint, Box, Salesforce, ITSM
Worldpay: Global payment processing and merchant technology solutions for businesses.
Experienced sales executive in FinTech or financial services with client relationship management, senior-stakeholder engagement, and account retention/revenue growth focus.
Boston or Chicago or Cincinnati or Columbus or Connecticut or King of Prussia or Maine or Maryland or Massachusetts or New Hampshire or New Jersey or New York City or Pennsylvania or United States or Virginia
$125k/yrHybridFull Time
The HartfordNYSE: HIG: Provides property and casualty insurance and financial products.
5+ YOERequires 5+ years in group benefits account management, claims, or underwriting; leadership, financial, communication, coaching, conflict resolution, and critical-thinking skills; willingness to travel up to 25%.