Strategic Investment Consultant | Relationship Manager
Jobleads-US
A leading financial services firm in San Francisco is seeking an Investment Consultant - Relationship Manager. This role involves developing and maintaining client relationships, providing individualized investment consulting, and collaborating with financial advisor teams. The ideal candidate should have a minimum of a bachelor’s degree, relevant licenses, and at least 5 years of business experience. The position offers a competitive salary range, reflecting the complexity of the role and the individual's experience. #J-18808-Ljbffr Jobleads-US
$68k - $135k
POSITION SUMMARY: The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and oversight of relationships... ...and objectives to provide individualized, highly strategic Investment consulting. Relationship Managers have...SuggestedTemporary work$182k - $304k
...role requires a minimum of 8 years in client management and a strong background in the manufacturing industry... .... Responsibilities include developing client relationships, managing a sales team with $25M TCV, and creating strategic solutions. The compensation for this remote...SuggestedRemote work- Bright-Vision-Technologies is hiring a Healthcare M&A Investment Banking Associate in San Francisco, CA. The role requires 3+ years of... ...analysts. Joining this innovative company means contributing to strategic advisory assignments while ensuring inclusivity in the...Suggested
$220k - $250k
...financial institution in San Francisco is seeking a Senior Relationship Manager to manage and grow a diverse portfolio of client relationships... ...relationships, building client connections, and overseeing strategic negotiations. Competitive salary between $220,000 and $250,...Suggested$130k - $155k
A leading investment platform for rental properties is seeking a Strategic Finance and Corporate Development Associate in San Francisco. This role involves supporting... ...significant experience in corporate finance or consulting. The position is hybrid with a competitive...Suggested$140k - $170k
...team. This role focuses on driving sales and business development for a strategic Financial Services client. Candidates should have banking experience and the ability to manage client relationships effectively. The position offers a competitive salary range of $140,000...- A global digital consulting firm is seeking a Client Partner to drive growth in the Bay Area. In this pivotal role, you will manage a client portfolio, formulate growth plans, and maintain... ...partnerships and delivering strategic value in a competitive market. #J-18...
$90k - $130k
Henkel is looking for a Key Account Manager in San Francisco to lead sales and strategic initiatives in the Adhesive Technologies division. The role requires 7+ years in industrial sales and expertise in account management, with a focus on delivering measurable goals....- Affirm is seeking a Key Account Manager in San Francisco to oversee and manage relationships with strategic accounts. The successful candidate will have 6-10 years of B2B client-facing experience, strong negotiation skills, and a bachelor’s degree. This role requires excellent...Remote job
- ...customer team can use immediately. We are hiring a Senior Engagement Manager to expand this function. This role is hands-on and output-... ...expanded services. You’ll be a specialized resource that our Strategic Account Managers leverage as an SME and partner. What You’ll Do...Immediate startFlexible hoursShift work
$200k - $250k
VC Stack is seeking a Senior Venture Capitalist/Investment Manager in San Francisco to drive innovative investment strategies in AI. This role... ...investment management, a PhD in AI, and strong strategic and communication skills. Compensation ranges from $200,000...$175k - $200k
...Client Director - Strategic AI Infrastructure Job Locations US-CA-San Francisco... ...leader in AI and multi-cloud data management at scale. Our cutting-edge data intelligence... ...organizations . Build trusted relationships with senior technical leaders, AI infrastructure...Full timeContract workLocal areaRemote work$175k - $225k
Citigroup Inc. is seeking a Senior Associate in Investment Banking in San Francisco, CA. This... ...assisting clients in raising funds and providing strategic advisory services for mergers and acquisitions. Responsibilities include managing and mentoring analysts, executing...$150k - $180k
...a rare opportunity to join a small but mighty team in a broad Strategic Finance role. Verse and our team is focused on making it easier... .... Core Skills & Experience ~5+ years in a banking, consulting, startup, or otherwise rigorous role, ideally with some experience...Work at office$114k - $120k
...Strategic Marketing & Communications Manager Salary Range $114,000.00 - $120,000.00 Salary Overview Are you a skilled professional who believes... ...and cultivating strategic media contacts and relationships, elevating key fundraising initiatives, collaborating...Full timeLocal area- A financial technology startup is seeking a Customer Success Manager to build and manage relationships with approximately 300 strategic accounts. You will be responsible for teaching customer relationship excellence and creating a playbook for service. The ideal candidate...Flexible hours
$180k - $240k
...differentiates products and models. Our Strategic Sales and Success team works with most... ...trusted advisor for AI research, program management, and business stakeholders. You will... ...and expansion, and cultivating executive relationships/sponsorship Strong business acumen with...Full time$82.9k - $142k
...help leading investors (PE/growth), investment bankers, management consultants, and corporate development teams... ...of driving growth within our Strategic Accounts (investment firms and investment... ...user counts. Foster strong relationships with customers across varied...Work at office$132.89k - $166.11k
A leading financial technology company in San Francisco is looking for an Enterprise Customer Success Manager to serve as a strategic advisor to its largest clients. This role requires 4+ years of customer-facing experience, particularly in managing global enterprise accounts...Remote work$150k - $175k
As a Strategic Customer Success Manager, you will be accountable for the health, retention... ...quantifiable Return on Investment (ROI), realized business... ...Proactively manage relationships within customer’s teams,... ...e.g., customer success, consulting, solution consulting,...- ...leading tech company in San Francisco is seeking a Customer Success Manager to serve as the primary advocate for customers using IBM Apptio... ...customer portfolios, ensuring adoption and alignment with strategic goals. The role requires deep product expertise, strong communication...
- ...Enterprise Senior Customer Success Manager (Sr. CSM), you will be the strategic partner and trusted advisor for... ...renewals and upsells) and Solution Consultants (who drive adoption), you will be... ...& Advocacy Build trusted relationships with executives and operational stakeholders...
- ...This full-time, remote-friendly role requires a minimum of 7 years in B2B Tech PR, with 3 years in account management. Responsibilities include providing strategic counsel, executing media relations, and mentoring team members. Enjoy benefits like medical insurance,...Remote jobFull timeRelocation packageFlexible hours
$130k - $160k
..., ships often, and takes ownership About the Role: The Strategic Customer Success Manager (CSM) at Nimble is a key post-sales role focused on driving... ...term success. You’ll manage complex, multi-stakeholder relationships, proactively mitigate risk, and identify opportunities...- Socure is seeking a Senior Strategic Customer Success Manager in San Francisco, California. This role focuses on building trusted relationships with enterprise customers in the Big Tech/AI vertical, acting as a strategic partner and advisor. Your duties will include leading...
- VC Stack is looking for a Senior Associate in Corporate Development to support M&A and strategic investments. You will lead transaction execution, identifying high-impact opportunities and analyzing financial data, playing a crucial role in supporting corporate strategy...
- ...company's growth strategy. The role will focus on M&A, strategic investments, and pipeline management. Ideal candidates will have 2+ years in venture... ...in the tech sector. Opportunities include building relationships with stakeholders and contributing to Sonar's strategy...
$133.6k - $183.7k
...Corporate Development & Ventures Senior Associate or Manager to drive M&A transactions and strategic investments. This role involves developing M&A strategies, leading due diligence processes, and fostering relationships with stakeholders. The ideal candidate will have a...- A leading financial operations platform is seeking an Associate in Strategic Finance to drive growth. The role involves building financial models, informing Product and GTM strategies, and developing KPIs. Ideal candidates will have over 3 years in finance from top-tier...Relocation packageFlexible hours
$10k
...directly shape how companies move and manage billions, Ramp is the place to do it.... ...looking for a Head of Enterprise & Strategic Success to lead our Customer Success... ...gains while maintaining the high-touch, consultative relationships our enterprise customers expect....Full timeWork at officeHome officeRelocation packageFlexible hours
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