Senior Relationship Manager
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…
Senior Relationship Manager
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, …
Senior Relationship Manager Corporate Banking
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 (Parsippany)
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…
Senior Relationship Manager, Mid-Corporate Banking
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…
IS Senior Relationship Manager
Chicago, IL Indianapolis, IN Full time R72718 Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Fifth Third Institutional Services (FTIS) Sr Retirement Plan Consultant serves as the primary contact for assigned Retirement Plan Advisory Services ("RPAS") National and Regional institutional clients. The FTIS/RPAS Retirement Plan Consultant is responsible fo…
Senior Relationship Manager
City of Industry, CA Full time R74135 Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Responsible for profitable business development as well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $50 million and generally less than $1billion within a specific geographic area. Ability to develop trusted a…
Senior Relationship Manager, Securities Lending
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…
Senior Relationship Manager – Asset Based Lending (ABL Originations)
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…
Vice President, Global National Accounts, Senior Relationship Manager
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…
Business Banking Senior Relationship Manager
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…
Senior Relationship Manager - C&IB
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…
Senior Relationship Manager, Equipment Finance
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…
Business Banking Senior Relationship Manager
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…
Business Banking Senior Relationship Manager
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…
Senior Relationship Manager - Special Accounts
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…
Senior Relationship Manager
Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nea…
Senior Relationship Manager
Bank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking a Senior Relationship Manager to join our San Francisco Commercial Banking Office. This is a full-time position that requires both office-based and off-site visits to clients. The Senior Relationship Manager is responsible for marketing new commercial banking clients to the Bank and managing and growing portfolio client relationships to meet all ongoing established portfolio g…
Senior Relationship Manager
Bank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking an on-site Senior Relationship Manager to join our Rancho Cordova Commercial Banking Office. This is a full-time position that requires both office-based and off-site visits. The Senior Relationship Manager is responsible for marketing new commercial banking clients to the Bank and managing and growing portfolio client relationships to meet all ongoing established portfolio gr…
Senior Relationship Manager
USD $160,000.00/Yr. USD $200,000.00/Yr. Come join a winning team at WaFd Bank as a Senior Relationship Manager! The Senior Relationship Manager is responsible for developing a calling plan to maintain and grow existing relationships and is responsible for developing new relationships that meet WaFd Bank's client selectivity and risk appetite. The Senior Relationship Manager has had proven success in independently winning new relationships (credit and non-credit) and negotiating terms with minim…