Relationship Manager, Technology - Institutional Client Group
Jobtailor
Responsibilities Handle and grow a complex portfolio of loans Prospect for and close new business relationships Retain and expand relationships with existing customers Sell appropriate bank products and services to prospects and clients Take a leadership role in all aspects of client relationship management Dedication to customers, quality, accountability, loan and deposit growth, and fee income growth Qualifications Bachelor's or Master's degree in finance, accounting or other related field Typically 10 or more years of banking experience Subject matter expertise and experience working with clients in the technology sector Excellent sales management and business development skills with demonstrated results in supporting business development initiatives and driving new client acquisitions Considerable knowledge and experience in managing and growing a large portfolio of mid and large corporate clients Demonstrated experience in building relationships and credibility with internal stakeholders (portfolio management/credit risk management/product partners) Strong knowledge of bank loan market (i.e., terms, pricing) and comfort with credit underwriting Experience with traditional bank operating products (treasury management, corporate card/payables, capital markets, trust and custody) Excellent verbal and written communication skills Well‑developed analytical, decision‑making and problem‑solving skills FINRA Series 79 and 63 licenses #J-18808-Ljbffr Jobtailor
- ...professional to drive new client acquisition and asset... ...into JPMorgan Asset Management (JPMAM) products across the Financial Institutions segment, with a... ...particular focus on financial technology (fintech) companies.... ...builds strong, durable relationships with prospects,...SuggestedContract work
- ...Maintain and update assigned agents’ client/prospect databases Provide... ...environment, build effective working relationships inside and outside of the group Monitor action items and request dates... ...Outlook and other contact management, social media and email systems InDesign...SuggestedWork experience placementWork at office
- ...Tax Director - Private Client Services page is loaded## Tax Director... ...will have the flexibility to manage your days in support of our... ...the firm, EisnerAmper’s Tax Group doesn’t only provide trusted... ...diverse as sophisticated financial institutions and start-ups, global public...SuggestedWork experience placementPrivate practiceLocal area
- Responsibilities Collaborate with relationship partners and business... ...priorities and action items for clients Serve as liaison between... ...client development, key account management, business development, or... ...departments and stakeholder groups Exceptional written and verbal...Suggested
- ...organized, hospitality-driven Client Services Manager to support destination marketing, group sales, and travel trade efforts... .../giveaways. Outreach & Relationship Management Process group sales... ...ideas for tradeshows, or new technology/tools. Edit, proofread, and update...SuggestedWork at officeLocal areaWeekend workAfternoon shift
$120k - $130k
# Experienced Senior Customer Success Manager - Healthcare Technology SolutionscareersprintFull TimeseniorCAPosted Yesterday## Role... ...for managing a portfolio of strategic healthcare clients, building strong relationships at all levels within the customer's organization,...Full timeWork experience placementFlexible hours- Responsibilities Manage day‑to‑day client relationships, support issue resolution, align on goals, and deliver product enhancements. Lead Client Business... ...Revenue Cycle Team player, able to collaborate across groups and learn from others - specifically sales, marketing,...Remote jobContract workLocal areaFlexible hours
- Jobtailor is seeking an experienced charitable gift planning professional to advise a diverse client base on gift planning, investment, and program management. You will deliver high-quality services to an assigned book of clients and collaborate with cross-functional teams...
- ...Innovation Meets Opportunity As the Client Engagement Executive for the... ...a presence and act as the relationship lead for MultiCare and other... ...Development, Product Management & Commercialization to bring... ...MultiCare Health System. #J-18808-Ljbffr The Innovation Institute
- A well-regarded construction firm in California is seeking a Project Manager to oversee projects from initiation to completion. This role emphasizes strong collaboration with clients and field teams to ensure quality outcomes. Candidates must have at least 5 years of project...
$130k - $160k
...US$83 billion revenue global technology powerhouse, ranked #196 in... ...stock exchange under Lenovo Group Limited (HKSE: 992) (ADR: LNVGY... ...news via our StoryHub. Client Manager - Large Enterprise Accounts... ...Manager , you own the client relationship across all Lenovo Business Groups...Local area- The Marina del Rey Tourism Board is looking for a Client Services Manager to coordinate marketing, support group sales, and enhance visitor experiences. This role includes managing events and ensuring a professional environment for clients and partners. The ideal candidate...
$145k - $155k
Director of Client Success - Overview Progyny is seeking a strategic... ...of Client Success to oversee relationships with large and strategic... ...strengthening partnerships. Manage expectations and collaborate... ...Parents’ Employee Affiliation Group. Menopause and midlife care;...Summer workWork at officeFlexible hours3 days per week- ...with Investor Relations to develop earnings materials and supporting analytics. Requirements 7-12 years of experience in asset management, management consulting with exposure to asset management, strategic finance, or related roles. Strong understanding of public‑company...Shift work
- Jobtailor is seeking a senior strategic finance professional with a deep background in asset management to serve as a thought partner to firm leadership. You will synthesize firmwide trends, product performance, and market dynamics to generate executive-ready insights...Shift work
$50k - $70k
Overview Our client is hiring a Client Services Manager who brings precision, professionalism, and people skills to the heart of recruiting operations. In this highly collaborative and client-facing role, you’ll partner across Sales, Recruiting, and Account Management...Work at office$92.76k
Overview The Client Services Manager III is the client portfolio lead responsible for complex client relationships and long‑term client success. This role requires a senior‑level understanding... ...65 applications and standard workplace technology. May be required to work a flexible...Flexible hoursNight shift$100k - $140k
At World Wide Technology, we work together to make a new world happen. Our important work benefits our clients and partners as much as it does our people and... ...planning Deepening hiring manager, delivery leader, and executive relationships Translating technology initiatives...Full timeContract workWorldwideFlexible hours$150k
At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring... ...valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop...Temporary workWork at officeImmediate start- ...is seeking a Strategic Account Executive to maintain strong client relationships, advising clients throughout the post-sales process. This... ...0%. The ideal candidate will possess experience in account management within the PBM sector, showcasing exceptional communication...Remote job
- ...Family Service LA (JFSLA) is seeking a Full Time Program Assistant (Client Services) to handle client data entry, enrollments, and check-... ...two-site pantry program in LA. You will work under the Program Manager and support volunteers while ensuring compassionate client...Full timeFlexible hours
$25 - $27 per hour
...seeking a SUD Counselor - Registered SUD Counselor Case Manager. This full-time role involves individual and group counseling, care coordination, and a strong... ..., emphasizing a purpose-driven mission to improve lives through client-centered care. #J-18808-Ljbffr TurnbhsHourly payFull time$80k
Scott Dunn Private - Private Relationship Travel Manager - San Diego, CA Apply now Refer a friend Job no... ...Scott Dunn, part of Flight Centre Travel Group (FCTG), is a luxury travel operator... ...face-to-face relationships with UHNW clients Strong commercial acumen with a sales-...Full timeTemporary workPart timeWork at officeFlexible hoursNight shift$50k - $70k
A recruiting services firm in California is seeking a Client Services Manager to ensure smooth recruiting processes and exceptional client service. In this collaborative role, you will manage candidate interviews, maintain accurate data in the CRM, and support the Sales...- Vice President, Client Relationship Manager Century City, CA (Hybrid) The Vice President, Client Relationship Manager is responsible for providing the highest level of wealth management services to Lido’s clients. Working hand-in-glove with the Senior Wealth Manager, this...Work at officeLocal areaFlexible hours
$78k - $97.5k
A staffing and solutions firm is seeking a Strategic Client Executive in California to deliver innovative solutions based on client... ...client interaction abilities. Responsibilities include fostering relationships and presenting strategies to clients. The position offers a...- Downwinder Watersports is seeking an experienced Bookkeeping & Full Cycle Client Management professional. The role is remote, ensuring flexibility as you manage comprehensive accounting functions and client interactions. The ideal candidate will adeptly handle financial...Remote job
- Fairygodboss is seeking a motivated Client Advisor for their Global Liquidity Financial Institutions sales team. This role involves driving new client acquisition and asset flows into JPMorgan Asset Management products, with significant responsibility for developing new...
- Lido Advisors, LLC in California seeks a Vice President, Client Relationship Manager to provide top-tier wealth management services. This hybrid role involves supporting the Senior Wealth Manager, preparing client meeting materials, managing trade executions, and building...Flexible hours
- Industrial Client Development Manager Are you our new colleague? We’re looking for an Industrial Client Development Manager. With your passion... ...needs, showcasing how we can help, building strong relationships and strategically managing profitability through effective...
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