Relationship Manager
Texas Capital Bank
The Relationship Manager or Senior Relationship Manager is a key leader within Texas Capital’s Corporate Banking team, responsible for managing and growing a portfolio of high‑value corporate and upper middle‑market clients within the Insurance industry. Key Responsibilities Manage a portfolio of corporate and upper middle‑market clients, serving as the primary contact for C‑suite executives and decision‑makers. Develop customized financial solutions based on client needs, leveraging industry knowledge and market insights. Drive growth by leveraging an industry network and proactive calling efforts to identify new prospect opportunities and deepen relationships within the existing client base. Partner with internal teams to identify additional customer needs and relationship expansion opportunities across treasury management, lending, private wealth, institutional asset management, and investment banking services. Work closely with junior bankers and credit teams to structure, underwrite, and monitor deals, ensuring strong credit quality and compliance. Serve as an industry subject‑matter expert by staying abreast of industry trends and market conditions that could impact assigned relationships and borrowers. Mentor Analysts and Associates, providing guidance on technical skills, client management, and professional growth. Conduct regular reviews and maintain high levels of client engagement to deliver exceptional experiences. Lead client pitches, presentations, and negotiations to secure new business and expand relationships. Ensure adherence to all regulatory requirements, risk frameworks, and internal policies. Foster a collaborative, high‑performing culture within the Corporate Banking team, contributing to the group’s overall success. Travel as required for client meetings, conferences, presentations, and networking events. Perform special projects and additional duties as assigned. Qualifications 10+ years in corporate/commercial banking or a similar role with a proven track record of relationship management and profitable portfolio growth. Direct experience mentoring junior team members and fostering a high‑performing, inclusive environment. Strong verbal and written communication skills, able to clearly articulate and defend positions to internal and external constituencies. Highly motivated, self‑starter ability to function effectively under pressure in a fast‑paced, complex environment and meet timelines. Detail‑oriented critical thinker capable of multitasking and problem‑solving through bespoke creative ideas. Strong expertise in corporate finance, accounting, credit analysis, and strategic advisory. Formal Credit Training (Commercial Credit Certification or equivalent) or commensurate experience in credit analysis and portfolio management. FINRA Series 79, 63 and Securities Industry Essentials licenses required or must be obtained within 180 days of hire. Proficient in Microsoft Office applications including Word, Excel, Outlook, and PowerPoint. Bachelor’s degree in finance, accounting, business, or a related field. Graduate degree preferred. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy. Texas Capital is an Equal Opportunity Employer. #J-18808-Ljbffr
$107.87k - $184.92k
...experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. As a Relationship Manager, you will grow and manage a portfolio of commercial middle market clients while ensuring a high-quality credit and client...Suggested- 8x8, Inc. is seeking a remote Customer Advocacy Program Manager in the United States to lead high-volume reference programs, develop customer stories, and scale a global advocacy platform. You will collaborate with Sales, Support, and Success teams to accelerate pipeline...SuggestedRemote work
$113k - $200k
...Healthcare Banking platform, and we’re looking for a driven, relationship-first professional to help us serve the financial needs of physician... ..., consultants, and private equity sponsors. Underwrite and manage a diversified portfolio of cash-flow-based and real estate-...SuggestedWork at officeImmediate start- ...is seeking a motivated individual to engage clients and assist with transactions in the lobby. The role requires building strong relationships and accurately processing cash transactions, while ensuring a positive client experience. Applicants should be enthusiastic self...SuggestedFlexible hours
- ...client-first, long-term approach. The Senior Financial Advisor serves as the primary relationship point for high-net-worth clients, working alongside internal planning, portfolio management, and fiduciary teams to deliver tailored financial guidance. The firm is committed...Suggested
$121k - $206k
Overview The Customer Health Program Director is a strategic, highly cross‑functional leader and senior individual contributor responsible for defining, operationalizing, and continuously advancing the company’s approach to customer health, risk, and retention. This role...- ...Associated Bank seeks a Relationship Manager to grow and manage a portfolio of commercial middle-market clients, ensuring strong credit quality and exceptional client experience. You'll deepen relationships, win new business, and partner with specialists across the bank...
$170k - $220k
...UiPath is seeking a Partner Business Manager to lead partner strategies and drive growth in the Financial Services and Insurance sectors. This role requires over 6 years of leadership experience and a track record in building and managing high-performing partner ecosystems...$27.5k
...an Account Executive , you will lead all sales and client management responsibilities of your book of business. You will be responsible... ...changing environment while maintaining high levels of client relationships and business excellence Knowledge of media research &...Work at officeLocal areaVisa sponsorship- ...Drive Strategic Customer Outcomes and Long Term Value. GTT is hiring a Senior Customer Success Manager to lead high‑value customer relationships and deliver measurable outcomes across enterprise accounts. You will drive adoption, retention and expansion across GTT’s cloud...Local area
- ...document every action contemporaneously. Coordinate alternative-investment actions (subscriptions, capital calls, etc.) when applicable. Manage and coordinate annual tax planning activities, including cost-basis updates and tax reports in partnership with advisors and tax...Temporary workWork experience placementImmediate startRemote work2 days per week
$100k
...income. To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE... ...preferred Excellent verbal, written, interpersonal, relationship building and presentation skills Strong work ethic with a drive...Local area- ...department, office or division. Develop and foster long-term client relationships. Utilize contacts in appropriate professional organizations to... ...submittals. Essential Roles and Responsibilities Oversee and manage the client development efforts for a large office or region....Work at office
$120k - $138k
...take full ownership of a portfolio of specialty pharmacy accounts, driving growth through deep relationship‑building with User and Detailed Buyers, including branch managers, Directors of Nursing, and coordination teams. Success is defined by establishing Float as the...Remote workFlexible hoursShift work- ...Department : Development Salary : Commensurate with Experience/Education Description : Manages the day-to-day operations of a large university program or department, including the supervision of staff employees, student workers, programs or processes. 1. Plans and develops...Part time
$153k - $199.2k
...medical expert on the company’s products, the MSL builds long‑term relationships and establishes rapport with clinicians in hospitals, clinics... ...of products. The MSL is also a resource to company management regarding market dynamics, business development and client feedback...Temporary workWork at officeLong distanceNight shiftWeekend work- ...Job Description EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. The role focuses on overseeing... ...tax laws and regulations. Build and maintain client relationships and relationships with firm leadership. Cultivate and impart specialized...Private practiceWork at officeLocal area
- ...growth through patient referrals. To help support our business goals, your primary focus will be on cultivating strong referral relationships within a geographic territory. Join us in a career that blends professional growth with a sense of connection to the community and...Full timePart timeLocal areaFlexible hours
$165.3k - $216.9k
JobRx, Inc. seeks a Medical Science Liaison/Senior Medical Science Liaison in Wisconsin to communicate scientific information about Eisai's products to healthcare professionals, researchers, and decision-makers. This position requires a strong background in medical sciences...- ...We are currently seeking a candidate for the National Account Manager (Sales) role supporting our Midwest operations. OVERALL OBJECTIVE... ...ensure consistent territory coverage and strengthen customer relationships through in-person visits. Work closely with customers to...Work at office
- ...and drive lasting business impact. Customer Advocacy Program Manager (also known as Customer Marketing Manager, Advocacy Marketing... ...updates, and deeper engagement that strengthens the advocate relationship over time. Develop customer stories, case studies, and testimonials...Remote work
- ...administration, methodology design, and governance of global relationship-based customer surveys (e.g., Strategic NPS, annual relationship... ..., market research, voice of the customer (VoC) program management, or a related product marketing role. Proven track record designing...
- ...What's the Role? The Client Accounting Services Department Manager is a senior leadership role responsible for building, leading... ...entrepreneurial leadership mindset. Strong client advisory and relationship management skills. Ability to build processes, teams, and...Full timeWork at officeRemote work
$95k - $119k
...one of our employees can bring their authentic self to work and reach their full potential. Reporting to the Regional Performance Manager - Texas, you will work closely within the Retailer Customer Service Team to improve customer satisfaction and Retailer efficiency throughout...Work experience placementWork at officeVisa sponsorship- ...Proactive communication rate (pricing updates, delays, order status visibility) Job Description Job Summary The Customer Service Regional Manager is a critical leadership role within Carlisle Architectural Metals’ One CAM Customer Service organization. This role leads a...Work at officeRemote workMonday to Friday
$140k
...TalentWorld is hiring a Customer Program Manager for our client who is a growing organization at the forefront of hyperscale data center... ...on experience. In this role, you’ll own the customer relationship across the full project lifecycle—driving alignment, maintaining...- ...outstanding balances Monitor patient wait time and alert clinic manager if wait time is over 20 minutes Monitor reception area for... ...with HIPAA and practice guidelines Maintain positive working relationship will all staff members Other duties as assigned Great Benefits...Temporary workWork at officeImmediate startFlexible hours
$17.25 - $21.2 per hour
Looking for a career that makes you smile? We7re seeking a Front Desk Coordinator I to join our growing team. What youll do Greet and receive customers, determines nature of visit, and notifies appropriate team member(s). Performs various administrative duties. Welcomes...Temporary workLocal area- ...cross‑functional teams from discovery to signature. You will manage MEDDPICC-driven sales cycles, engage C‑suite stakeholders, and... ...Successful candidates excel at executive engagement, complex negotiations, and building long‑term platform relationships. #J-18808-Ljbffr...
$157.2k - $256.6k
...geography Assist with thought leader development Support speaker bureau buildout efforts, including identification of potential speakers, managing logistics related to speaker trainings, providing feedback to speakers to improve presentation effectiveness in enhancing...Work experience placementWork at officeLocal area
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