Oaktree: Private global investment manager serving institutions and individuals through alternative credit, equity, and real-estate investments.
7+ YOE7+ years in treasury, corporate/transaction banking or cash management; experience with global banking relationships, reporting/analytics initiatives, and banking product knowledge; bachelor's degree required.
Treasury Management Systems (TMS), banking portals, financial reporting tools
Sunbit: Private financial technology providing point-of-sale financing and credit cards for everyday services.
5+ YOE5+ years in partnerships/program management or related roles; executive presence; program and project management expertise; strong communication and cross-functional collaboration.
Business Relationship Manager Senior Deepening - Vice President
Whittier or Brea
$114k-$176k/yrFieldFull Time
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, knowledge of deposits, cash management, credit underwriting, and risk management; strong communication and organizational skills.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Federal Agricultural Mortgage CorporationNYSE: AGM: Government-sponsored secondary-market enterprise providing liquidity to U.S. financial institutions serving agriculture and rural infrastructure.
5+ YOEMinimum five years lending or credit experience in leveraged, commercial, corporate, infrastructure or project finance; strong credit and financial analysis, underwriting, and relationship management skills.
American Plus Bank: Independent CDFI community bank serving individuals and businesses in California’s San Gabriel Valley and Los Angeles County.
7+ YOEBachelor's degree preferred; 7+ years product sales and relationship management in banking; Life and Health Insurance licenses; multilingual with English and Chinese preferred.
Tri Counties BankNASDAQ: TCBK: California's Local Bank
10+ YOE10+ years industry experience, advanced commercial credit analysis and loan structuring skills, proven track record in commercial banking growth, strong verbal/written communication and interpersonal skills, high school diploma required, bachelor’s preferred.
U.S. BankNew York Stock Exchange: USB: Diversified financial services and banking institution.
5+ YOEBachelor's degree or equivalent experience, 5–7 years of relevant experience, and expertise in corporate trust, account management, trust operations, project management, and regulations.
4+ YOERequires 4+ years of banking experience; desired experience includes client portfolio management, business-to-business sales, financial services, relationship building, and Microsoft Office skills. A BS/BA is preferred.
Emerging Middle Market Relationship Manager, Director
Sherman Oaks, California, United States
$122k-$228k/yrOnsiteFull Time
BMOTSX: BMO: Diversified North American financial services provider.
10+ YOE10+ years in relationship, account, or portfolio management in corporate banking preferred; bachelor's degree required. Requires expertise in deal structuring, portfolio management, credit risk, negotiation, compliance, and 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
Cathay BankNASDAQ: CATY: Commercial bank providing financial services to individuals and businesses.
10+ YOEU.S. college graduate with 10+ years commercial lending experience, underwriting and loan negotiation skills, knowledge of credit policy and risk management, strong communication and mentoring abilities.
Ascent Developer Solutions: Private lending and institutional debt platform providing secured real-estate loans to homebuilders, multifamily developers, and investors.
5+ YOE5+ years in construction/bridge lending, strong client relationship and sales experience, bachelor's preferred, ability to obtain California real estate license preferred, advanced Excel/PowerPoint/CRM skills.
East West BankNasdaq: EWBC: The premier financial bridge between the East and West.
10+ YOE10+ years treasury and payments sales/relationship experience, bachelor’s degree typically required, CTP preferred, advanced treasury knowledge, strong sales and communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
GenpactNYSE: G: Global professional services firm driving digital transformation.
Experience in relationship management with CPG sales organizations, commercial modeling, data strategy, stakeholder collaboration, issue resolution, and promotion of services. ITIL certification and strong English required.
Automation Technology, Customer Relationship Management (CRM), DevOps, SAP
San Francisco or Los Angeles or California or Oregon or Washington or Alaska
$125k/yrFieldFull Time
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.
North America or Seattle or Portland or San Francisco or Los Angeles or Salt Lake City or San Diego
$126k-$150k/yrRemoteFull Time
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.
San Diego or Las Vegas or Greenwood Village or South Jordan or Los Angeles or Dallas or Irvine or Phoenix
$90k-$175k/yrOnsiteFull Time
Columbia BankNASDAQ: COLB: Regional financial institution providing banking and wealth management services.
5+ YOE5+ years business development or sales in financial services or property management; bachelor's degree; strong client relationships; CRM proficiency; negotiates terms; compliance awareness.
Morgan Stanley Wealth ManagementNYSE: MS: Private wealth-management business serving individuals, families, businesses, institutions and foundations with advice, brokerage and financial planning.
8+ YOEBachelor's degree preferred; SIE, Series 7, Series 66, Series 9/10 (or equivalent), Mass Registration and Trader Certification required; 8+ years financial services client experience; must be legally authorized to work in the US without sponsorship.
Morgan Stanley Wealth ManagementNYSE: MS: Private wealth-management business serving individuals, families, businesses, institutions and foundations with advice, brokerage and financial planning.
8+ YOEBachelor's degree preferred; 8+ years financial services client experience; SIE, Series 7, Series 66, Series 9/10 or equivalent; Mass registration and trader certification; US work authorization without sponsorship.