5094 relationship manager jobs found

Job Description If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater...

Position Summary The Strategic Relationship Manager role focuses on leading client experience by driving, developing, and broadening RIA Enterprise relationships covered by the Wealth Strategic Accounts Team. The SRM is responsible for business development, relationship management, and overall commercial strategy at the RIA Enterprise platforms. This position plays a critical role in representing all TCW product offerings, collaboration with key external & internal stakeholders, and developing a key understanding of clients' business models to partner and build new product offerings that fill platform gaps. Essential Duties Relationship Management : Support existing and foster new partnerships with RIA enterprise platforms within the North America Wealth Distribution business Product Positioning : Responsible for driving commercial outcomes via the home office relationships to TCW investment solutions. Feedback Loop : Gather feedback on products, market trends,...

Description The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers. Apex has continually improved and evolved its product suite by surrounding these core administrative services with additional products spanning the full value chain of a fund; from information delivery and regulatory products to fund platforms and tax services. The globally distributed service model has rapidly expanded through a combination of organic growth and more recently bolstered by acquisition. Service is now delivered by over 10,000+ staff across 50+ offices. The Apex Group administers circa $2.3 trillion in assets, including the investments of some of the largest funds and institutional investors in the world Client Relationship Manager ("CRM") The Role & Key Responsibilities : Central to our Organization, CRM's are the link between the operations teams and the clients, working with different people in...

Description The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers. Apex has continually improved and evolved its product suite by surrounding these core administrative services with additional products spanning the full value chain of a fund; from information delivery and regulatory products to fund platforms and tax services. The globally distributed service model has rapidly expanded through a combination of organic growth and more recently bolstered by acquisition. Service is now delivered by over 10,000+ staff across 50+ offices. The Apex Group administers circa $2.3 trillion in assets, including the investments of some of the largest funds and institutional investors in the world Client Relationship Manager ("CRM") The Role & Key Responsibilities : Central to our Organization, CRM's are the link between the operations teams and the clients, working with different people in...

Job Description Responsibilities: Senior banker covering private and public reserve-based lending (RBL) clients in mid-corporate upstream oil and gas sector Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations Introduces solutions to clients in building and strengthening an effective portfolio; Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients' individual needs Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate "Know Your Client" (KYC) and other compliance deliverables are met; Identifies cross-sell opportunities to deepen and increase share of wallet; Maximizes client experience by proactive sharing markets updates, trend and intelligence Drives innovation in the solutions we provide clients and further developing our business where necessary and...

Application Deadline: 12/19/2024 Address: VIRTUAL(R)10 - HomeRes - GA Job Family Group: Commercial Sales & Service We are seeking a Vice President level Relationship Manager (RM) in our Commercial Bank primarily covering the Southeast Religious Institution Group clients. The ideal candidate has 5+ years of experience. This candidate would be able to travel within the territory: GA, FL, SC and NC. The RM will be responsible to drive new client acquisition and growth in market share in this segment. Successful RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product and support partners within the Commercial Bank across the various geographies to deliver an exceptional customer experience. In addition, the RM will be tasked with leveraging the bank and delivering the integrated BMO One Client focus across all lines of business including Wealth, Retail, Small Business, and Capital Markets....

Application Deadline: 11/03/2024 Address: 50 S 6th Street Job Family Group: Commercial Sales & Service Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies. Leads and executes business development plans to that business goals are achieved or exceeded. Provides strategic input into business decisions as a trusted advisor. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business...

The Transaction & Relationship Manager is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Responsible for the implementation and maintenance of Agency & Trust transactions for products covering Structured Finance and Structured Credit. Must possess strong client service and problem solving skills, ability to independently manage portfolio of transactions, negotiate and onboard new business, acts as primary contact for existing client relationships, assist sales with new business initiatives and participate in client meetings and special projects. Responsibilities: Responsible for day to day management and support of structured capital transactions consisting primarily of ABS, CLO, CMBS and RMBS. Address client inquiries and work with functional partners on any special client servicing issues or requirements. Assist the client lifecycle...

About this role About Client Experience Our mission within the Client Experience (CX) organization is to make it easier for clients to do business with BlackRock, making service so simple it becomes a source of alpha. We are organized across 4 key pillars: Client Experience Delivery - client-facing teams orchestrating all aspects of service delivery, and onboarding teams bringing new business onto our platform Wealth - differentiated capability for both Whole Portfolio and Wealth clients & products, respectively Client Experience Operations - core client operations teams driving reporting, billing, and onboarding due diligence across the globe Client Experience Transformation - accelerating progress towards our CX mission via research and competitive insights, analytics, marketing, business and change management Team Overview Whole Portfolio Servicing (WPS) sits within the Client Experience Delivery organization and is responsible for delivering...

The Transaction & Relationship Manager is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Responsible for the implementation and maintenance of Agency & Trust transactions for products covering Structured Finance and Structured Credit. Must possess strong client service and problem solving skills, ability to independently manage portfolio of transactions, negotiate and onboard new business, acts as primary contact for existing client relationships, assist sales with new business initiatives and participate in client meetings and special projects. Responsibilities: Responsible for day to day management and support of structured capital transactions consisting primarily of ABS, CLO, CMBS and RMBS. Address client inquiries and work with functional partners on any special client servicing issues or requirements. Assist the client lifecycle...

Basic information Job Name: Vice President, Client Relationship Manager, Wealth Management (Southeast) Location: Remote Line of Business: Investor Relations Job Function: Investor Relations Date: Monday, July 1, 2024 Position Summary Position Summary The Client Relationship Manager (CRM) is responsible for the distribution of Carlyle's offerings through financial advisors affiliated with banks, wire houses and independent broker-dealers, or other assigned distribution networks. The CRM will conduct business from a regional office located in the Southeast region (NC, SC, GA, AL, MS, TN, KY) and is expected to travel within territory to conduct office presentations, one-on-one meetings with financial advisors and client meetings to drive investment product sales. The position is a fast-paced, highly competitive, client-facing sales role that is rewarded based upon consistent superior results. Additionally, the role is an extension of Carlyle's...

Basic information Job Name: Vice President, Client Relationship Manager, Wealth Management (New England) Location: Remote Line of Business: Investor Relations Job Function: Investor Relations Date: Thursday, June 27, 2024 Position Summary Position Summary The Client Relationship Manager (CRM) is responsible for the distribution of Carlyle's offerings through financial advisors affiliated with banks, wire houses and independent broker-dealers, or other assigned distribution networks. The CRM will conduct business from a regional office located in the New England region (Upstate NY, CT, MA, RI, NH, VT, ME) and is expected to travel within territory to conduct office presentations, one-on-one meetings with financial advisors and client meetings to drive investment product sales. The position is a fast-paced, highly competitive, client-facing sales role that is rewarded based upon consistent superior results. Additionally, the role is an...

Basic information Job Name: Vice President, Client Relationship Manager, Wealth Management (Florida) Location: Remote Line of Business: Investor Relations Job Function: Investor Relations Date: Wednesday, July 3, 2024 Position Summary Position Summary The Client Relationship Manager (CRM) is responsible for the distribution of Carlyle's offerings through financial advisors affiliated with banks, wire houses and independent broker-dealers, or other assigned distribution networks. The CRM will conduct business from a regional office located in Florida and is expected to travel within territory to conduct office presentations, one-on-one meetings with financial advisors and client meetings to drive investment product sales. The position is a fast-paced, highly competitive, client-facing sales role that is rewarded based upon consistent superior results. Additionally, the role is an extension of Carlyle's global brand on a local level and should...

Basic information Job Name: Vice President, Client Relationship Manager, Wealth Management (Mountain) Location: Remote Line of Business: Investor Relations Job Function: Investor Relations Date: Monday, July 1, 2024 Position Summary Position Summary The Client Relationship Manager (CRM) is responsible for the distribution of Carlyle's offerings through financial advisors affiliated with banks, wire houses and independent broker-dealers, or other assigned distribution networks. The CRM will conduct business from a regional office located in the Mountain region (ND, SD, MT, MN, IA, KS, MO, NE, WY, WI, CO) and is expected to travel within territory to conduct office presentations, one-on-one meetings with financial advisors and client meetings to drive investment product sales. The position is a fast-paced, highly competitive, client-facing sales role that is rewarded based upon consistent superior results. Additionally, the role is an extension...

Application Deadline: 11/14/2024 Address: 95 S. Market St. Job Family Group: Commercial Sales & Service We are seeking a Vice President or Director level Senior Relationship manager in our Diversified Industries Group primarily covering the South Bay Market in the San Francisco Bay Area. The ideal candidate has 10+ years of experience calling on companies in middle market generating $50MM - $2B in revenue and has established relationships with customers, COIs, and key stakeholders in the Bay Area. The RM will be responsible to drive new client acquisition and growth in market share in this middle market segment across all industry verticals. Successful RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product and support partners within the Commercial Bank across the various geographies to deliver an exceptional customer experience. In addition, the RM will be tasked with leveraging the bank...

How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience. POSITION OVERVIEW: Under general direction, this CRE position is responsible for origination, evaluation and structuring of complex loan requests and transactions. Additional responsibilities will include portfolio management for team portfolio assisting senior lenders with loan production, cross-selling other Bank products and services and increasing the bank's visibility in the marketplace. This position is considered the less experienced job in the job family. KEY...

We are Athene. At Athene, we are driven to do more. We are a leading retirement services company that issues, reinsures and acquires retirement savings products designed for the increasing number of individuals and institutions seeking to fund retirement needs. We see every day as a new opportunity to measure ourselves against the best - and then we don't stop until we've set the bar even higher. We're ready to help you achieve more. Purpose: Athene USA, one of the fastest growing providers of fixed annuities, is hiring a Vice President, Relationship Manager to our team who will focus on maintaining and building Athene's presence in the Independent Marketing Organization (IMO) Channel. The RM will partner with the Division Sales VP in developing and leading the wholesaling efforts with our clients. Accountabilities: Work closely with VP, Division Sales Manager to develop appropriate business plan to maximize sales and meet business growth objectives. Identify and...

Application Deadline: 11/14/2024 Address: 200 Crescent Court Job Family Group: Commercial Sales & Service We are seeking a Vice President-level Relationship manager in our Diversified Industries Group primarily covering the Dallas Metro market. The ideal candidate has experience calling on companies in middle market generating $50MM - $2B in revenue. The RM will be responsible to drive new client acquisition and growth in market share in this middle market segment across all industry verticals. Successful RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product and support partners within the Commercial Bank across the various geographies to deliver an exceptional customer experience. In addition, the RM will be tasked with leveraging the bank and delivering the integrated BMO One Client focus across all lines of business including Wealth, Retail, Small Business, and Capital Markets....

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together,...

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together,...