Senior SBA Finance & Relationship Leader
$88.8k - $165.6kBMO U.S.
BMO U.S. is seeking a skilled Relationship Manager to facilitate business growth in Phoenix, Arizona. The role involves managing client relationships, structuring complex deals, and driving new business. Ideal candidates will possess over 7 years in a similar banking environment and a Bachelor’s degree in Business Administration, Finance, or Accounting. The salary range is $88,800.00 - $165,600.00, with comprehensive benefits including health insurance and retirement plans. #J-18808-Ljbffr BMO U.S.
- Desert Financial Credit Union is seeking a Business Relationship Manager II in Phoenix, AZ. The successful candidate will manage relationships with small and mid-sized business clients to originate SBA and conventional loans. This role requires strong commercial lending...Senior
- ...Payfuture Technologies is seeking a Corporate Banking Relationship Manager in Phoenix, Arizona. This role involves managing high-value client relationships and providing tailored financing solutions. The ideal candidate will have a strong track record in Corporate Banking...Senior
- JPMorgan Chase & Co. is seeking a Senior Specialty Finance Advisor to enhance their Business Banking... ....5million to $20 million, focusing on SBA products and Commercial Real Estate expertise... ...role requires extensive experience in relationship development, as well as deep knowledge...Senior
$171.6k - $392.1k
Join Ernst & Young Oman as a Senior Manager in Oracle Services, where you will lead engagement delivery, manage client relationships, and design effective system architecture solutions. Your expertise will guide our clients through complex technology implementations and...Senior- Eide Bailly LLP seeks an experienced Auditor in Phoenix, AZ, responsible for leading client engagements, performing audit procedures, and preparing financial statements. Candidates must have a Bachelor's Degree in Accounting, with 2-4 years of experience and a valid CPA...SeniorWork at office
- ...In this role, you will provide personalized wealth management and financial planning guidance to clients while building trusting relationships. Applicants need a valid FINRA Series 7 license and a proactive approach to manage various aspects of client wealth. The company...Senior
- EY is seeking a Senior Manager in Oracle Services based in Phoenix, Arizona. The role involves leading engagements, managing client relationships, and overseeing complex projects to ensure economic objectives are met. Successful candidates will possess strong accounting...SeniorFlexible hours
- ...Chase is looking for a Business Relationship Manager in Peoria, Arizona, to manage a portfolio of large business clients with revenues over $3 million. This role will focus on developing client relationships, providing tailored financial advice, and driving new business...SeniorWork at office
- Cardata, based in Arizona, is seeking a Relationship Manager & Servicing Advisor to manage financial planning for affluent households without business development. The ideal candidate has CFP® certification and at least 10 years of financial planning experience, with proficiency...Senior
- Dormont Manufacturing Co is looking for a Senior Relationship Manager to oversee new business development and manage relationships with companies... .... The ideal candidate will have over 10 years of commercial financing experience and expertise in negotiating complex loans....Senior
- Columbia Bank is seeking a Loan Support Specialist III to service consumer, small business, SBA, and commercial loans. The ideal candidate will have 4-7 years of experience in loan servicing and strong analytical and communication skills. This role requires excellent multi...Senior
$76.52k - $163.9k
A financial institution seeks a Sr. Practice Solutions Relationship Manager in Phoenix, Arizona. This hybrid role entails managing and growing... ...objectives. Candidates should have substantial Practice Finance sales experience, strong financial analysis skills, and the ability...Senior- U.S. Bank is seeking a Client Relationship Consultant 3 in Scottsdale, AZ. In this role, you will build relationships with clients through various channels, providing them with tailored banking advice and services. You will be integral in helping clients understand and...Senior
$115k - $125k
A small CPA firm in Scottsdale, AZ, seeks a Relationship Manager / Senior Tax Manager to build and maintain client relationships while handling tax work. This role offers a unique opportunity with no traditional busy season and emphasizes client management in a supportive...Senior- A leading financial services firm located in Scottsdale, Arizona is looking for a Relationship Manager IV - Commercial Banking to drive sales of financial products and manage commercial loan servicing. The ideal candidate will have extensive knowledge of underwriting processes...Senior
- A financial services firm in Phoenix, AZ, is seeking a Business Development Wealth Advisor to drive client relationships, manage wealth planning, and collaborate with CPAs. The ideal candidate will have 10-15 years of experience in client-facing environments and be proficient...SeniorFull time
$115k - $125k
Relationship Manager / Senior Tax Manager Location: Scottsdale AZ - Small CPA Firm, Hybrid potential for right person A unique opportunity is available with a small CPA firm of approximately 10 professionals seeking a Relationship Manager / Senior Tax Manager . This role...Senior- Vanguard in Scottsdale, Arizona is offering a unique opportunity for a role focused on completing company-wide rotations and achieving specific departmental objectives. The ideal candidate will have experience in financial services and a commitment to personal and professional...Senior
- Ernst & Young Oman is seeking a Senior Manager in Finance to lead SAP technology implementations and manage significant projects. The ideal candidate will have 5-7 years of experience in SAP, with strong project management skills and the ability to handle complex client...SeniorFlexible hours
$90k - $155k
Payfuture Technologies is seeking a Finance Risk professional in Phoenix, Arizona. The role involves providing risk oversight and analytics related to financial planning and capital management. Applicants should have a Bachelor’s degree and substantial finance experience...Senior- A respected accounting firm in Phoenix, Arizona, seeks an Employee Relations Administrator to manage client relationships and lead accounting engagements. The ideal candidate has over 5 years of experience, preferably in governmental or nonprofit accounting, and possesses...Senior
$120k - $140k
...Oakdale, MN or Scottsdale, AZ, with a salary range of $120,000 - $140,000 plus bonuses. The successful candidate will collaborate with Finance, Sales, and Operations, providing insights and leading financial planning to enhance profitability and strategic decision-making....SeniorFull timeWork at office$130k - $160k
...Scottsdale, AZ. This full-time, on-site role offers the unique opportunity to oversee daily financial operations while building a scalable finance function. The ideal candidate has over 7 years of experience, solid GAAP knowledge, and expertise with NetSuite. This position...SeniorFull time$212k - $318k
...Atlanta, or Minneapolis. This is a hybrid role that has a requirement of working at least three days a week in the office. As a Senior Leader, Government Health Actuary, you will develop the overall strategy for the Health Actuaries team and strive to become a trusted...SeniorMinimum wageWork at officeLocal areaFlexible hours3 days per week1 day per week- FineMark National Bank & Trust in Scottsdale, Arizona, is seeking an experienced Investment Manager to oversee and manage the investment team and client portfolios. The role requires developing investment strategies for unique client goals and ensuring compliance with fiduciary...Senior
- NexGen Contracting in Phoenix, Arizona, is seeking a Chief Estimator for its Steel Division. The role involves managing bids for structural steel projects, preparing detailed estimates, and collaborating with various teams for comprehensive project delivery. Candidates ...Senior
- ATLAS Navigators, LLC is seeking a Senior Accounting Associate to manage client relationships and provide accounting support. The role involves overseeing accounting functions for multiple clients while maintaining high responsiveness and professionalism. Ideal candidates...Senior
- A leading wealth management firm seeks a Private Wealth Advisor to manage and oversee client investment portfolios and relationships. The ideal candidate will have over 15 years of experience managing investments, strong leadership skills, and a proven ability to cultivate...Senior
- Charles Schwab is hiring a Senior Regional Manager in Phoenix, Arizona, to coach and support a team of Wealth Advisors. The role involves fostering collaboration and maintaining the quality of client interactions in a dynamic environment. Candidates should have a CFP®...Senior
- LeoForce, based in Scottsdale, Arizona, is seeking an experienced Manager to oversee federal and multi-state tax returns and lead tax planning engagements. The ideal candidate will have a strong background in public accounting, particularly in the construction industry,...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior SBA Finance & Relationship Leader. Be the first to apply!
- group strategy director Phoenix, AZ
- clinical team leader Phoenix, AZ
- marketing team manager Phoenix, AZ
- team leader Phoenix, AZ
- application team lead Phoenix, AZ
- group home manager Phoenix, AZ
- group operations director Phoenix, AZ
- group operations manager Phoenix, AZ
- after school program leader Phoenix, AZ
- healthcare team leader Phoenix, AZ


