Senior Relationship Manager opportunity in Northern New Jersey with leading RIA to become successor to CEO's $1B book of business - no sales or new business required. Serve as primary advisor and strategic point of contact for high-net-worth clients, leading client meetings and managing elite client relationships Work alongside CEO and leadership team to co-advise and deepen relationships with the firm's most complex clients Construct and implement comprehensive financial planning strategies in…

Are you the person people naturally trust with their most important financial decisions? Our client, Triangle Wealth Management is looking for a Senior Relationship Manager who doesn't just understand wealth management — who connects with people. Someone who can sit across from a family navigating a major life transition and immediately put them at ease, because trust isn't something you perform, it's something you naturally build. If you have the relationship instincts of a natural connector, …

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we…

Vice President / Senior Relationship Manager Location: Cincinnati, Ohio An established investment platform is seeking a Vice President / Senior Relationship Manager to join its growing team in Cincinnati. This is an opportunity to join a well-capitalized organization with a significant presence across private markets and credit. The team is expanding its presence in the private credit space and is looking for an experienced professional with a strong track record of building and maintaining rel…

Key Responsibilities Originate and develop new corporate client relationships with US and Canadian companies ($750M–$1.5B in revenue) across sectors including Industrials, Manufacturing, Aerospace & Defense Manage an existing portfolio of corporate clients, monitoring credit risk, covenant compliance, and flagging issues proactively Support clients through the full deal lifecycle - from initial structuring through documentation and close - coordinating with Credit and Operations internally Ensu…

Senior Relationship Manager opportunity in Northern New Jersey with leading RIA to become successor to CEO's $1B book of business - no sales or new business required. Serve as primary advisor and strategic point of contact for high-net-worth clients, leading client meetings and managing elite client relationships Work alongside CEO and leadership team to co-advise and deepen relationships with the firm's most complex clients Construct and implement comprehensive financial planning strategies in…

Korn Ferry has partnered with our client on their search for the role, Senior Relationship Manager, Mid-Corporate Banking. Purpose of the Position The Middle Market (Mid-Corporate) Senior Relationship Manager (RM), Commercial Banking, is an external sales role that proactively executes integrated sales, service, and relationship strategies with responsibility for obtaining new and growing existing commercial relationships within the Middle Market target space of $250M to $2B in revenue. This ro…

We are partnering with a commercial bank seeking a Senior Relationship Manager to originate and manage commercial real estate loans. The successful candidate will bring an established book of business and strong relationships in the West Palm Beach market. Key Responsibilities Source and develop new CRE lending opportunities through existing relationships and new business development. Underwrite and structure transactions, prepare credit proposals, and present recommendations to the Credit Comm…

Vice President / Senior Relationship Manager Location: Cincinnati, Ohio An established investment platform is seeking a Vice President / Senior Relationship Manager to join its growing team in Cincinnati. This is an opportunity to join a well-capitalized organization with a significant presence across private markets and credit. The team is expanding its presence in the private credit space and is looking for an experienced professional with a strong track record of building and maintaining rel…

Title: Senior Relationship Manager – Asset Based Lending (ABL Originations) Office Status: Hybrid – New York, NY Base Salary: $165k – $240k Discretionary Bonus (40%-80%) Overview: This is a senior origination and relationship management opportunity within the Asset Based Lending group of a well-established commercial bank, offering full ownership across ABL business development, portfolio management, and team leadership for the middle market and commercial client segment. The role carries a tr…

Job Summary: Represent the firm within the home office of key national client firms, focused on establishing strategic relationships and enhancing the brand. Responsible for developing and driving distribution strategy and execution across the full client value chain. Expected to take proactive approach to client engagement to win new mandates (platform placements, research recommendations and model allocations), maintain existing positions, and grow platform level assets and market share. Shou…

Summary Develops new customer prospects and business with commercial, middle market, and commercial real estate clients, with the potential to manage a portfolio spanning these segments. Makes and services a wide variety of business and individual loans to build long-term and profitable client relationships in order to maximize portfolio revenue growth and asset quality. The assigned market region for this role is Central Florida. Key Responsibilities Include Maintains a client portfolio for th…

Business Banking Senior Relationship Manager New Orleans, Louisiana To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-Orleans/Business-Banking-Senior-Relationship-Manager\_26034368) Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-Orleans/Business-Banking-Senior-Relatio…

Title: VP / SVP – Senior Relationship Manager, US-China Banking & Origination Office Status: Hybrid – New York, NY Base Salary: $150k– $220k Bonus Overview: This is a senior relationship management opportunity within the Cross Border Banking division of a well-established and growing financial institution, offering full ownership of a complex, high-value portfolio spanning the US-Greater China corridor. The role is built for a seasoned banking professional who is equally comfortable originatin…

About the Role Canon Financial Services in Burlington, NJ is currently seeking a Senior Relationship Manager - Vendor Finance (Sr Specialist, Rel Dealer Ch). The Senior Relationship Manager - Vendor Finance will be supporting Canon Financials Services Vendor Finance Department and has the primary responsibility to grow the Dealer base while also managing existing Vendor Finance Dealer Relationships. As a Senior Relationship Manager, Vendor Finance, you are the primary liaison to Manufacturer's,…

WA - Bellevue (98004) Full time R235970 Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Senior Relationship Manager- C&IB within PNC's Real Estate Banking organization, y…

Overview: Manage existing MTEFC (M&T Equipment Finance Corporation) business relationships in conjunction with senior management. This vertical is construction. Territory: Louisiana, Mississippi, Alabama Primary Responsibilities: Manage existing MTEFC (M&T Equipment Finance Corporation) business relationships in conjunction with senior management, communicating with the customer to satisfy their financing needs. Solicit the existing customer base to originate new financing opportunities, includ…

Overview: Responsible for an assigned portfolio of loan and deposit relationships with small business clients. Solicit new business, manage risk and credit decisions, and service existing clients through the bank's relationship management program. Work with branch partners to effectively sell to the business customer and cross sell other bank products. Primary Responsibilities: Develop new banking relationships with business prospects. Service existing business banking client base. Achieve e…

Overview: Responsible for an assigned portfolio of loan and deposit relationships with small business clients. Solicit new business, manage risk and credit decisions, and service existing clients through the bank's relationship management program. Work with branch partners to effectively sell to the business customer and cross sell other bank products. Primary Responsibilities: Develop new banking relationships with business prospects. Service existing business banking client base. Achieve e…

Delivers an exceptional customer experience for a defined portfolio of high risk borrowing accounts by applying expertise to reduce the Bank's loss exposure and manage risks. Advises internal and external stakeholders on complex, high-risk credit risk transactions and mitigation strategies. Makes credit decisions/recommendations in accordance with sound credit-granting principles and in compliance with Bank Policy & Procedures. Works with stakeholders to deepen relationships and grow the overal…