Senior Relationship Manager
Avior Executive Search
Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. They partner with the internal planning and investment team to conduct detailed needs analysis that delves into clients’ values, legacy, and philanthropic goals. This information guides the implementation of investment strategies tied to these objectives and helps cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile is as varied and diverse as the clients they serve. Successful advisors tend to focus their practices around their passions, working with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. An existing network that can be cultivated and expanded within the community Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions Comfortable interacting with individuals of significant wealth Personal integrity that is beyond reproach Strong academic credentials A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management #J-18808-Ljbffr Avior Executive Search
- ...accounts Advise customers, where possible, concerning business management and financial matters Serves as a contact officer for non-... ...development If assigned to assist the conventional Relationship Managers, or other Bank conventional lenders on government lending...SeniorFor contractorsWork experience placementFor subcontractorInterim roleWork at officeLocal areaRemote workWork from homeFlexible hours
Georgia's Own Credit Union
Atlanta, GA2 days ago - A financial services company in Atlanta is seeking an experienced professional to develop and manage commercial loan accounts. The ideal candidate will have over 10 years of experience managing a commercial loan portfolio and possess strong analytical, sales, and interpersonal...Senior
- ...advanced certifications such as MBA, CFA, CPA, CFP, or JD.* Wealth management expertise: Bring 15+ years of experience in portfolio... ...skills to provide expert advice on complex and high-value client relationships.* Relationship builder: Excel in building and maintaining...Senior
- ...Senior Commercial Lender If you would enjoy working in a dynamic environment and are looking for an opportunity... ...and generate potential leads. Build customer relationships and negotiate and close business deals. Manage production pipeline to meet established sales...SeniorFor contractorsWork experience placementFor subcontractorWork at officeLocal areaRemote workWork from homeFlexible hours
Georgia's Own Credit Union
Atlanta, GA14 days ago - Fifth Third Bank, N.A. is seeking a Commercial Relationship Manager IV in Atlanta, Georgia. This role is responsible for developing and managing profitable client relationships, with a focus on commercial banking solutions. Candidates should have a strong background in...Senior
- A national staffing firm is seeking an Account Manager to deliver strategic solutions and foster relationships with clients in Atlanta, Georgia. This position requires 5-8 years of sales experience and strong client-facing skills. Responsibilities include client visits,...Senior
- Regions Bank is seeking a Senior Relationship Manager for Home Improvement Financing in Atlanta, Georgia. The ideal candidate will manage business relationships to maximize loan volume and quality. Responsibilities include developing management plans, tracking performance...Senior
- A global professional services firm is seeking an Administrative Relationship Manager in Atlanta to develop and maintain relationships with senior stakeholders. The ideal candidate should have strong communication skills and the ability to manage multiple tasks in a fast...SeniorFlexible hours
- ...Atlanta, GA. In this remote position, you will leverage over 8 years of sales experience to drive business development and manage client relationships within the Consumer & Industrials industry. Responsibilities include proposal development, pipeline management, and...SeniorRemote job
- ...Senior Commercial Relationship Manager Atlanta, Georgia Celebrating over 100 years in the community, Citizens Trust Bank remains committed to providing personalized service and financial solutions to meet the growing needs of our customers. We are committed to our...SeniorWork at officeLocal areaFlexible hours
Citizens Bancshares
Atlanta, GA4 days ago - A leading financial institution is seeking a Sr. Relationship Manager - Commercial Agriculture in Atlanta, GA. This role involves leading ateam to develop commercial loan portfolios and engage with business clients to meet their financial needs. Candidates should have...Senior
- A financial institution located in Atlanta, Georgia is seeking an experienced Commercial Relationship Manager to develop and execute business strategies. The role focuses on acquiring new commercial and consumer business, managing complex customer portfolios, and achieving...Senior
- Huntington National Bank is seeking a Senior Executive Relationship Manager in Atlanta, Georgia, to develop upper middle market banking relationships with companies generating revenues of $75M and above. This role involves utilizing an established network to drive profitability...SeniorRemote job
- A well-established financial institution in Atlanta is seeking a Commercial Lending Officer to evaluate loan applications and determine creditworthiness. You will negotiate loan terms, monitor repayments, and assist customers with financial advice. The ideal candidate has...Senior
- A leading financial institution in Atlanta is seeking a highly capable Commercial Relationship Manager to originate commercial loans and cross-sell bank products. The ideal candidate will possess a Bachelor's degree in Business or Finance along with 3-5 years of commercial...SeniorWork at office
- A leading SaaS company is seeking a Client Success Manager - Enterprise to manage strategic accounts and ensure client success. The role involves owning renewal strategies, driving expansions, and conducting executive reviews. Candidates should have over 5 years of experience...SeniorRemote job
- ...ongoing education. Learn more about our purpose and how you can bring it to life as an Ameris Bank teammate. The Senior Commercial Relationship Manager is responsible for attainment of deposit and loan growth objectives. The position executes sales production efforts...SeniorTemporary workWork experience placementWork at officeFlexible hours
Ameris Bank
Atlanta, GA1 day ago - Infosys Limited is looking for a Senior Client Partner for its Manufacturing Vertical... ...a significant account, ensuring client management, revenue growth, and delivery assurance... ...over 14 years of experience and strong relationship management skills, including direct interactions...Senior
$51.7k - $88.55k
...+ commission with uncapped earning potential. Commission pay out based on new logo and customer retention. As a Senior Account & Relationship Manager, you will expand your client portfolio, actively identifying and developing new business opportunities. Your role involves...SeniorPermanent employmentWork at officeRemote workWolters Kluwer
Atlanta, GA2 days ago- A confidential accounting firm in Atlanta is seeking a seasoned Client Accounting Services (CAS) Senior Manager. This leadership role involves overseeing all client accounting services, managing compliance, and driving business development efforts. Candidates must have...SeniorWork at office
- .... Associate of Client Success to drive client engagement and ensure optimal use of their solutions. The role focuses on managing client relationships, maximizing platform adoption, and collaborating with various teams. Candidates should have over 3 years of client-facing...SeniorRemote job
- NEXTGEN Healthcare is hiring a Client Success Manager II in Atlanta, Georgia. The role involves managing enterprise clients, fostering relationships to ensure satisfaction and retention, and leading cross-functional initiatives. Candidates should have 8 years of relevant...Senior
- ...an opportunity to contribute to the company’s success. As a Senior Relationship Strategist within PNC Private Bank organization, you will be... ...basis. Some responsibilities may be performed remotely, at the manager’s discretion. PNC will not provide sponsorship for...SeniorFull timeTemporary workWork experience placementWork at officeRemote work
- ...Candidates must possess an advanced degree in IT or related fields, along with extensive experience in managing IT services. This is an on-site role, requiring strong client relationship management skills and the ability to work across time zones. #J-18808-Ljbffr NTT DATA, Inc.Senior
- Position Overview Senior Relationship Strategist within PNC Private Bank, based in Atlanta, GA. R199343 Job Description Leads or supports client management activities with clients and prospective clients. Responsible for the development and execution of a relationship management...SeniorFull timeTemporary workPart timeWork experience placement
- Trustmark in Atlanta, Georgia, is seeking an experienced professional to manage and develop commercial loan accounts. The ideal candidate will have a Bachelor’s degree in a related field and a minimum of 10 years’ experience in managing a commercial loan portfolio, demonstrating...Senior
$80k - $95k
Zeta Global is seeking a dedicated Senior Client Success Manager - Programmatic to own the success of strategic programmatic accounts. This remote role requires strong expertise in programmatic advertising, excellent client communication, and the ability to manage multiple...SeniorRemote work$150k - $200k
...our Public Relations and Communications efforts as our Senior Public Relations Manager. This professional will be responsible for the strategic... ...firm's crisis response team, be able to manage the firm's relationship with the team and distill culturally appropriate actions...SeniorFull timeTemporary workPart timeWork at officeLocal areaPolsinelli
Atlanta, GA1 day ago- GuruLink is hiring a Customer Success Manager for their Atlanta team, allowing remote work. This role focuses on managing customer accounts... ...Customer Success or Account Management, along with excellent relationship-building skills. Responsibilities include leading onboarding...SeniorRemote job
$231.75k - $275k
A leading financial institution is seeking an experienced professional in Atlanta to manage relationships with institutional real estate companies focusing on Data Centers and REITs. Responsibilities include loan structuring, risk assessment, and credit management. Ideal...Senior
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