Location: On site at location listed in job posting. Summary The Business Banking Relationship Manager, Sr is a high-level banker role responsible for developing, managing, and expanding business relationships for a portfolio of small to midsized businesses. Provides a full range of banking services to small businesses and manages the more complex accounts. Key Responsibilities Include Makes retention and business development calls on existing and potential new customers. Develops new customer …

Location: On site in Huntsville, AL Summary The Private Client Relationship Manager will provide business depository, treasury management, and business lending solutions to those organizations. In addition, you are responsible for advising high net worth individuals on building, preserving, and managing their wealth. You will utilize our financial planning strategy to advise prospects on all aspects of their balance sheet to generate new client acquisition. You will be part of a local team and …

Summary At First Horizon, our Business Banking Relationship Manager plays a pivotal role improving the lives of our clients and the well-being of their businesses through financial solutions, education, achieving their financial goals. In this role you will, provide a full range of banking services to businesses with annual sales between $5M to $25M with a focus on client experience and risk management. Key Responsibilities Include Makes retention and business development calls on existing and …

Summary At First Horizon, our Business Banking Relationship Manager plays a pivotal role improving the lives of our clients and the well-being of their businesses through financial solutions, education, achieving their financial goals. In this role you will, provide a full range of banking services to businesses with annual sales between $5M to $25M with a focus on client experience and risk management. Key Responsibilities Include Makes retention and business development calls on existing and …

Location: On site in location listed in job posting. Summary Responsible for acquiring, managing, growing, retaining, risk management, and relationship development/planning of approximately 250 business relationships with $1 – 5 mm in annual revenues, serving as a single point of contact for the customers within the bank; deliver business and deposits services, sell secured and unsecured business loans adhering to credit policy and underwriting parameters; identify referral opportunities for Re…

SUMMARY Leveraging our comprehensive financial planning framework, you will guide prospective clients through all aspects of their financial lives to drive new business acquisition. You will be part of a collaborative team supported by a robust platform with access to specialized resources, expert professionals, and intellectual capital designed to help clients achieve their financial goals. In addition to new business development, you will oversee ongoing portfolio management, including the mo…

Job Description Job Description RELATIONSHIP MANAGER I Orange County Airport Branch WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings. Will have a clearly defined business developm…

Job Description Job Description RELATIONSHIP MANAGER II Newport Branch WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings.Will have a clearly defined business development plan that …

Job Description Job Description RELATIONSHIP MANAGER II WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings.Will have a clearly defined business development plan that is consistently…

The Role: Relationship Manager (RM) As a Relationship Manager, you’ll be at the heart of client relationships, working directly with a Managing Director and Wealth Advisors to deliver a seamless, high-touch client experience while supporting advisor productivity and growth. This Relationship Manager role is designed for a detail-oriented, client-facing professional who thrives at the intersection of client service, money movement, and operational execution. This is a career path in wealth manag…

Relationship Manager opportunity with established national wealth management firm expanding its Tampa office. Serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services Work in a collaborative team environment to manage client portfolios and implement sophisticated investment and asset allocation strategies Build and utilize a personal referral network to discover and onboard prospects. Firm has established resources in place (ex.…

The overall goal is to deliver high-quality wealth management services to clients (existing relationships) and prospects (new business). Under general direction, this individual contributor is responsible for handling daily administration of wealth management relationships in consultation with various team members. This is a more experienced position in the job family and will be responsible for more complex relationships. The relationship manager will strengthen existing relationships by provi…

Job Title: Relationship Manager (US) Line Manager: Head of Relationship Managers Experience Level: Mid-Level Location: Remote home-working with regular get togethers so close proximity to New York, Boston or Austin required. This role will require regular travel for client meetings and events. Position Type: Permanent Full Time We’re on the lookout for a Relationship Manager to join our multi-award-winning team, to help us offer the very best client service experience, as well as building relat…

Brief Description: RB&T Mission Statement: As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals. Position Summary: The Relationship Manager is a relationship-driven banker responsible for developing, growing, and managing a profitable portfolio of commercial and consumer loan and deposit relationships. This role serves as a trusted financial partner to customers, actively develops new business, delivers resp…

Brief Description: RB&T Mission Statement: As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals. Position Summary: The Relationship Manager is a relationship-driven banker responsible for developing, growing, and managing a profitable portfolio of commercial and consumer loan and deposit relationships. This role serves as a trusted financial partner to customers, actively develops new business, delivers resp…

TritonPoint Wealth is an independent private wealth management firm serving high-net-worth individuals, families, trusts, and foundations. Guided by the principle “You. First. Always,” our team delivers sophisticated investment management and financial planning. We are seeking an experienced Relationship Manager to join our organization. ABOUT THE POSITION Join us as a Relationship Manager, partnering with Wealth Advisors to support high-net-worth clients, deliver exceptional client experiences…

ABOUT LEELYN SMITH Leelyn Smith is an independent registered investment advisory firm headquartered in Geneva, Illinois. We serve high net worth and ultra-high-net-worth families through an integrated model spanning wealth management, tax, and family office services. Our team of roughly 40 professionals is built deliberately around deep, long-tenured client relationships rather than volume. THE OPPORTUNITY We are hiring an experienced Relationship Manager to own the client experience for some o…

Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice mana…

Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice mana…

Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice mana…