Senior Middle Market Relationship Manager - Trusted Advisor
Columbia Bank
Columbia Bank is seeking a Senior Middle Market Relationship Manager in Walnut Creek, CA. You will manage a portfolio of large middle-market clients, develop new business, and serve as a trusted advisor on banking solutions and credit considerations. With 10+ years in middle market lending, you will collaborate with Client Solutions Managers, drive revenue growth, and lead cross-functional teams to deliver tailored financing and cash management solutions. Onsite role with travel as needed. #J-18808-Ljbffr Columbia Bank
$146k - $250k
...Role: Serves as the key banking relationship manager for assigned middle market client relationships. Accountable... ...client relationships. Maintains a "trusted advisor" role, engaging in dialogue with... ...Ability to negotiate/collaborate with Senior Credit Officers on credit terms...SuggestedWork at officeLocal area- ...excited to offer a fantastic Senior Client Services Manager/Project Manager... ...the vibrant Southwest US market, which includes Southern... ...state, and position BC as a trusted advisor.Moreover, this role requires... ...expanding long-term client relationships, leading high-performing...SeniorFull timeTemporary workShift work
$54k - $103k
...all issues related to the client's service relationship with CNA. Provides technical, administrative, process, and marketing expertise. May serve as executive contact for... ...special claim handling instructions for risk management accounts and key commercial clients....SuggestedWork experience placementWork at office- U.S. Bank is seeking a seasoned wealth management professional responsible for retaining... ...medium to large high-net-worth client relationships. You will build a team around the client... ...management, extensive knowledge of banking, trust and investment products, and a CFA/ CFP...Senior
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$140k - $170k
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ERM is seeking a Managing Technical Consultant, Power and Renewables to join our California team to support the domestic Impact Assessment... ....For the Managing Technical Consultant, Power and Renewables (Senior Level) position, we anticipate the annual base pay of $90,000 -...SeniorFull timeFixed term contractCasual workLocal areaFlexible hoursShift work- ...investment advisory solution built on trust, personalized service, and a... ...to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning... ....Coachability: Demonstrates a senior learning mindset by seeking...SeniorFull timeWork at office
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- ERM is seeking a Managing Technical Consultant, Power and Renewables to join our California team to support the domestic Impact Assessment service area. This role focuses on permitting, regulatory compliance, and CEQA/NEPA projects for energy clients based in the western...Senior
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$150k - $205k
BDO USA is seeking an Assurance Senior Manager for Technology Risk Assurance in Walnut Creek, California. This role involves leading IT risk audits, managing audit teams, and developing client relationships. Candidates should have over 8 years of IT audit experience and...Senior$221k - $322k
Senior Director, GTM Leader - NorCal At Slalom, personal... ...to lead Go-To-Market (GTM) sales across all... ...strengthen strategic client relationships, and drive coordinated... ...revenue targets and managing large, complex sales... ...organizations and building trusted executive...SeniorTemporary workLocal area$125k - $150k
...Enhancement Group is seeking a VP Financial Advisor to join our Walnut Creek, CA team. The role focuses on managing existing client relationships, guiding comprehensive financial... ...through referrals and prospecting. This senior position participates in equity programs...Senior- Flagstar Bank's Private Bank seeks a Senior Financial Planner (CFP®) to lead delivery of... ...Alto. You will partner with bankers and advisors to translate client goals into... ...oriented, with collaboration across wealth management teams to deliver integrated solutions #J...Senior
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- JPMorgan Chase & Co. is seeking a seasoned Relationship Manager for its Private Client division in Walnut Creek, CA. You will build and deepen high-net-worth relationships by delivering tailored financial guidance, coordinating across JPMorgan capabilities, and proactively...Senior
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$79k - $125k
...helps our clients scale for growth and manage significant business transactions. We... ...position for someone who enjoys being a trusted advisor to clients, is a resourceful self-... ...with clients Foster proactive working relationships with clients and cross-functional departments...SeniorContract workWork experience placementLocal areaFlexible hours- ...investment advisory solution built on trust, personalized service, and a... ...to our clients. As a Sr. Manager, Wealth Advisor , you’ll manage ongoing client relationships, deliver holistic financial planning... .... Coachability: Demonstrates a senior learning mindset by seeking...SeniorWork at office
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