Customer Relationship Management Specialist Chicago, IL Full-time | Monday–Friday | On-site Stronger Relationships Start With Better Follow-Through. A customer relationship doesn’t end after the first conversation. It develops through consistent communication, accurate information, and making sure commitments are followed through. We’re looking for a Customer Relationship Management Specialist in Chicago, IL to help maintain customer records, coordinate follow-ups, and support the processes tha…

Location: Bellevue, WA (Fully Onsite, Monday-Friday) Compensation: $50K base salary bonus (target total compensation of $75K) plus comprehensive benefits Overview: Our client is a thriving, growth-oriented independent wealth management firm seeking an ambitious Associate Advisor (Relationship Manager) to join their collaborative advisory team in Bellevue, Washington. This is an exceptional opportunity for an early-career financial professional who is eager to become a successful Financial Advi…

Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and ventur…

The CRE Relationship Manager IV is responsible for generating commercial real estate loan production, growing deposits, expanding client relationships, and increasing the penetration of banking products and services. This role manages the full relationship and transaction lifecycle, from sourcing new business and structuring complex credit facilities to negotiating terms and closing transactions. The ideal candidate brings extensive CRE lending expertise, strong local market relationships, soun…

Job Summary We are seeking an experienced Corporate Relationship Manager to develop, manage, and grow a portfolio of corporate and middle-market banking relationships. This individual will be responsible for increasing share of wallet, loan and deposit relationships, product penetration, and overall bank revenue while delivering tailored financial solutions to commercial clients. The ideal candidate is a proven corporate or middle-market banker with strong business development, commercial lendi…

Position Summary : The Contract Specialist / Relationship Manager will be responsible for developing and maintaining relationships with key corporate, education, government, and enterprise customers while managing strategic contracts and cooperative purchasing partnerships. This individual will represent B&H in client meetings, contract negotiations, industry events, and networking opportunities to help drive revenue growth and customer satisfaction. This position requires a relationship focuse…

About gFour Marketing (gfourmarketing.com): gFour Marketing is the only done-for-you relationship marketing system designed to help home improvement and home services contractors boost their local brand reputation, create raving fans, and generate consistent referral and repeat business. Our proven system has been fine-tuned over a decade to maximize customer lifetime value and enable business growth in a more cost-effective and predictable way. We’re committed to providing a comprehensive, eas…

LOCATION: Seattle, WA (Hybrid Considered) COMPENSATION: $85K-105K Base Salary Benefits Overview: Our client is a growing, relationship-focused wealth management firm dedicated to helping clients make informed financial decisions and achieve their long-term financial goals. Through comprehensive financial planning, investment management, and exceptional client service, the firm delivers a highly personalized wealth management experience. As the firm continues to grow, they are seeking an organi…

A Financial Services Firm based in New York City is seeking an experienced professional to join their team as a Sales & Relationship Management Associate. Responsibilities: Assist with ongoing communication and relationship coverage for current and prospective institutional clients. Coordinate responses to client inquiries and provide relevant updates regarding investment offerings and organizational developments. Support client engagement initiatives, business development efforts, and the prep…

Are you an ambitious professional looking for a rewarding career with significant income potential and a dynamic corporate environment? We’re seeking individuals to join our team and help grow our marketing business. This is an exciting opportunity to develop your career in a supportive, high-energy workplace with opportunities for professional growth and advancement. We are a medium sized office team of about 75 full time employees. Our office works to create the infrastructure and support for…

Description The Business Banking Relationship Manager calls on businesses and business owners with revenues up to $10,000,000. This role is focused on new business development and actively profiles clients and prospects in their market to generate loan, deposit and treasury services opportunities. The BBRM is additionally actively focused on cross-sell referrals to various groups within the bank. Position Accountabilities Generate new business to assist in meeting Business Banking line of busin…

Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and ventur…

The Company: Redbridge is a leading independent, international advisory firm focused on optimizing the needs of Corporate Finance Departments. The firm was established in Paris, France 25 years ago and has been operating in the US market for more than 10 years from offices in Houston, Chicago and New York. Redbridge’s wholly owned subsidiary was granted a US Broker Dealer license in August 2023. We are seeking an ambitious and energetic Business Development Executive (BDE) based in Houston or t…

No Third Parties please~only w-2- Cannot sponsor candidates at this time. In person interview- local to Charlotte! DealCloud Administrator / Developer (Tier 3 Support) Charlotte, NC (hybrid, onsite 3 days a week) Contract Duration: 2 years Overview We’re looking for an experienced CRM professional to configure, enhance, and support the firm’s Intapp DealCloud platform. This person will be the top-level technical expert for DealCloud, owning complex configuration work and resolving Tier 3 issues…

Note : Both Web Cam and In Person Interview || Hybrid Job Required Experience : local candidates required due to onsite requirement first round of interviews via Teams. Second round of interviews ONSITE. This position requires onsite 2 days a week with 3 remote Does candidate have previous experience working in an IT role Does the candidate have a BRMP certification via the BRM Institute? If so, please upload the certification, in order to be considered Desired Skills to Partner with Districts:…

Salary: $75-90K One day onsite in Morris County, NJ Looking for a Senior CRM Specialist who can both plan and build. You will design audience segmentation for email and direct mail programs, launch and optimize email campaigns across HubSpot, Mailchimp and Salesforce , and keep websites in WordPress and Webflow current, fast and converting. You will support client programs and own marketing, and you will be the person the team calls when data, CRM and web need to work together. What you will do…

Job Overview: The Private Banking Relationship Manager partners closely with Private Banking Officers and leadership to manage and grow existing relationships, support lending and deposit needs, and deliver an exceptional client experience. The role requires strong relationship management skills, solid banking knowledge, attention to detail, and the ability to coordinate complex client needs across multiple areas of the Bank. If you think you are the right match for the following opportunity, a…

Investment Manager Governance & Relationship Manager Investment Management Strategy & Governance Team Full-Time Boston, MA or Springfield, MA The Opportunity As an Investment Manager Governance & Relationship Manager, you will help drive the execution of MassMutual’s enterprise governance framework and relationship management strategy across affiliated and non-affiliated external asset managers. This role plays an important part in ensuring disciplined oversight, effective governance, and trans…

Investment Manager Governance & Relationship Manager Investment Management Strategy & Governance Team Full-Time Boston, MA or Springfield, MA The Opportunity As an Investment Manager Governance & Relationship Manager, you will help drive the execution of MassMutual’s enterprise governance framework and relationship management strategy across affiliated and non-affiliated external asset managers. This role plays an important part in ensuring disciplined oversight, effective governance, and trans…

Enterprise Bank & Trust is seeking a Treasury Management Relationship Manager to lead commercial client relationships and drive deposit and fee income growth. You will consult with business clients to understand cash management needs, recommend treasury products, and deliver tailored solutions. Partner with commercial lenders, product, and operations teams to implement services, optimize client onboarding, and ensure risk and compliance standards. Support community-focused initiatives while men…