Strategic Relationship Manager - Financial Services
Socket.dev
M Financial Group is seeking a Relationship Manager to serve as the primary regional contact for assigned Firms in Dallas. You will guide onboarding, coordinate cross-functional support, and ensure a high-touch service experience. You will build trusted Firm relationships, advocate for their needs, and connect them with internal experts across M Financial’s platforms. The role emphasizes tracking inquiries, managing commitments, and maintaining documentation while collaborating across multiple #J-18808-Ljbffr Socket.dev
- Technology Strategy Manager / Senior Manager - Financial Services Industry We Are:Technology Strategy, and we design... ...technology footprint.Drive strategic opportunities which incorporate innovative... ...full teams.Build strong relationships with senior clients that go beyond...SuggestedFull timeLive inWork at officeLocal area
- Edgewoodpartnersinsurancecenter is seeking a Senior Client Manager/Team Lead in Dallas, Texas. This hybrid role involves managing complex client relationships, primarily with Charter Schools, and leading the client service team. The ideal candidate will have extensive...Suggested
$120.75k - $243.92k
...shares, assets or complex financial instruments for... ...Testing, employee or management incentive scheme valuations... ...Manager, Financial Services Valuation to join our... .../sales, and other strategic and risk management purposes... ..., and enhance client relationships across financial...SuggestedLocal area- ...professional developmentFinancial support: Up to 3% 401(k) matching and financial advisory servicesTeam and community engagement: Monthly social... ...matching, and great people!What you'll be doing as an Advisory Manager Consultant:Reporting to the leadership of our financial...SuggestedFull timeWork at office
$168k - $199k
Engagment Manager Cybersecurity About the Role:Join Gartner Consulting, where insights meet execution. We partner with leaders across... ...architectural designs, ensuring adherence to security frameworks and strategic objectives.Collaborate with Stakeholders: Work with cross-...SuggestedFull timeRemote workWorldwide- ...global independent marketing services and technology company that... ...their audiences. We’re not just managing campaigns—we’re working at... ...communication, developing strategic plans, tracking campaign performance... ...building strong client relationships, collaborating across teams,...Work experience placementLocal areaFlexible hours
- ...autonomy to reach your goals.We are seeking an Audit Manager to join the Financial Services Audit practice, able to sit in a number of our offices... ...understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business...Full timeLocal area
- ...Strategic Relationship ManagerWe are seeking a driven and relationship-focused Strategic Relationship Manager to support growth across the restaurant and hospitality technology space. This role is ideal for someone with strong restaurant operations knowledge and a proven...
- ...independent marketing services and technology company... ...ll serve as a trusted strategic partner to clients, designing... ...and nurture strong relationships with senior and... ...marketing transformations.Manage budget forecasts and... ...demonstrating strong financial insight.Build trusted...Local areaFlexible hours
- Salas O’Brien, Inc. in Dallas seeks a Business Development Manager to drive new client relationships, generate leads, and manage key accounts in the insurance and legal sectors. Under the VP of Sales/Marketing, you will craft plans, meet targets, and coordinate regional...
$206.25k - $302.5k
The Nationallifeinsurancecompany is seeking an Insurance Investment Portfolio Manager to oversee the investment portfolio, ensuring optimal risk-adjusted returns and regulatory compliance. Key responsibilities include managing investments, asset-liability management, and...- Texas Capital Bank is seeking a Senior Relationship Manager in their Corporate Banking team, specifically for the Insurance sector. This role... ...managing high-value corporate clients, delivering tailored financial solutions, and mentoring junior staff to drive excellence...
- Boston Consulting Group is seeking a Senior Manager - BCG Vantage on our Topic Activation path within the Insurance Practice Area to drive client and commercial priorities for the non-life insurance sector. You will grow and deploy a team of sector experts to support case...
- ...Insurance in Dallas is seeking a Territory Manager to drive profitable membership and... ...territory. You will build and manage broker relationships, onboard new partners, and execute sales... ...deliver growth while maintaining PURE's service standards. #J-18808-Ljbffr PURE...Remote job
- ...for developing trusted relationships, identifying and... ...positioning consulting services to address clients’ most... ...for growing and managing a portfolio of client... ...footprint.Meet or exceed financial goals by advancing... ...support forecasting and strategic decision-making....Contract workWork at office
- A growing financial services organization is seeking a VP, Insurance Strategy & Systems to lead the transformation, optimization, and scalability... ...Background in insurance, employee benefits, wealth management, retirement services, brokerage, carrier, or financial services...
- IMA Financial Group, Inc. in Dallas, Texas is seeking a leader for Personal Lines Claims. This role includes managing claim resolutions and team oversight while ensuring adherence to company values. The ideal candidate will have 5-10 years of Claim experience and strong...
- ...Collaborates effectively with service teams to develop and... ...external clients Maintains strong relationships with internal and external clients... ...to Claim Advocates in the management and advocacy of claims on... ...loved ones, pursuing financial security and living a full and...Temporary workWork experience placementInternshipLocal areaFlexible hours
- Associated Bank is seeking a Commercial Relationship Manager to focus on mid- to large-size title companies, title agents, underwriters, and 1031 exchange firms. You will drive deposit growth and deliver tailored solutions by partnering with Treasury Management and internal...
- Goldman Sachs Ayco seeks an Analyst to support Corporate Relationship Management in Dallas, assisting with client programs, materials, and communications... ...managers to enhance engagement and deliver tailored financial education materials to corporate clients. The role...
- Sunflower Bank, N.A. invites an energetic, highly motivated individual to join as a full-time Commercial Relationship Manager - Asset Based Lending (ABL). You will expand and manage a portfolio of commercial ABL clients, structure loans, and coordinate credit administration...Full time
- A leading financial services provider in Dallas seeks a professional to manage complex client relationships and direct relationship management activities. The role emphasizes financial analysis, risk management, and client engagement to grow sales and market share. The...
$70k - $110k
The Strategic Relationship Manager is responsible for providing retirement plan clients and partners strategic... ..., investment management, and client service. This role serves as both an... ...recordkeepers, third party administrators and financial professionals) and home office...Full timeHome officeFlexible hours$110k - $140k
...Strategic Customer Success Manager – Asset Management Join to apply for the Strategic Customer Success... ...role in our organization, owning relationships with Responsive’s clients in Asset... ...with Sales, Product, and Professional Services. Identify key customers to visit...Contract workTemporary workWork at officeRemote work- ...Commercial Insurance and Risk Management, Private Insurance and Risk... ...Risk Management, Client Service Specialists and others in the... ...develops professional working relationships with clients, insurance companies... ...lines, review leases, and financial statements related to the...Full timeContract work
- Hilltop Securities Inc. is seeking an Operations Manager, Optimization in Dallas, Texas to lead the implementation of automated workflows... ...compliance. This role demands strong leadership, experience in financial operations, and the ability to bridge the gap between IT and...
- ...independent, objective services that bring transparency and confidence to financial reporting. With deep... ...requirements. What You Will Do Manage the planning and... ..., confidence, and strategic insight Drive client... ..., fostering long-term relationships as a trusted advisor and...Work at officeNight shift
$127.7k - $269.3k
...history, delivering excellent service through innovation has been... .... Job Description: Our Financial Institutions practice delivers... ...position for you! As a Senior Tax Manager in our Financial... ...foster existing client tax relationships through client deliverables...Work at officeLocal areaRemote workWorldwide$106.5k - $195.1k
...Overview EY is a global professional services firm with a dedicated Financial Services Organization. In the... ...profile individuals and families. Manage and deliver processes, solutions,... ...deliverables. Build effective long‑term relationships with clients, understanding their...Work experience placementPrivate practiceSummer holidayImmediate startFlexible hours$98.18k - $115.5k
...serve to make better and smarter financial decisions and enabling the... ...technical, Technical Product Manager 2 to drive the strategy,... ...support the evolution of financial services infrastructure.The ideal... ...priorities, risks, dependencies, and strategic outcomes.Define and track...Full timeLocal area3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Relationship Manager - Financial Services. Be the first to apply!
- corporate planning manager Dallas, TX
- data strategy manager Dallas, TX
- client strategy manager Dallas, TX
- manager strategic sourcing Dallas, TX
- strategic finance manager Dallas, TX
- director marketing strategy Dallas, TX
- planning project manager Dallas, TX
- director strategy operations Dallas, TX
- planning manager Dallas, TX
- marketing planning manager Dallas, TX


