Relationship Manager
$150k - $175kiCapital
Alternative Distribution Relationship Manager, Northern Texas and Oklahoma - Vice PresidentRemote - United StatesAbout the RoleiCapital is seeking a Senior Client Relationship Manager, Vice President. This individual is responsible for leading sales coverage in Northern Texas and Oklahoma based in Dallas/Fort Worth area. This role is part of iCapital's Alternatives Distribution Sales team and will report to the Regional Director. The team is responsible for alternative investment product sales and financial advisor education across registered investment advisors, regional and independent broker dealers and bank trust clientele.ResponsibilitiesExecute a consultative sales process to increase adoption of alternatives with existing and new users and deliver world class service to existing platform asset holders.Develop sales proficiency across private credit, private equity, real estate, and hedge funds.Help advisors build better portfolios, have better conversations, and build better businesses.Regular in-market meetings with advisors, GP partners, and COIs to build trust and better understand market trends and opportunities.Qualifications8+ years of experience in the alternative investment industry in a client facing capacity (e.g. external wholesaler, capital raising specialist, client portfolio manager, product specialist)Self-motivated, client first, adaptable, team player, with a desire to build a sales career with an industry leaderExpertise in RIA, Independent BD or Bank distribution segmentsDemonstrated success building a region, using data and CRM to inform decisions, and implementation of a well-defined sales processAble to sell and provide post sale support for a world-class platform of hedge funds, private equity, private credit, and real estate offeringsSeries 7 and 63 licenses are requiredCAIA certified or obtain within three years of hireBenefitsThe base salary range for this role is $150,000 to $175,000. iCapital offers a compensation package which includes salary and equity for all full-time employees. This role will include a commission based bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).Employees in this role will work fully remote based in the Dallas/Fort Worth area. Every department has different needs, and some positions will be designated in-office jobs, based on their function.iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
- ...outside your comfort zone in order to provide next-level products, services, and opportunities to our customers? If so, then the Relationship Manager III role might be for you!At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive,...SuggestedFull time
- ...Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque... ...is responsible for acquiring, expanding, and maintaining relationships by providing tailored financial services. They offer a comprehensive...Suggested
$105k - $159.5k
SUMMARYThe Relationship Manager II (“RM”) is responsible for managing and developing a portfolio of new and expanding existing productive and profitable relationship with clients with emphasis on business and industrial companies ranging from complex credits to deposit...SuggestedImmediate start- ...to offer a broad range of sustainable solutions designed to help their clients meet their financial goals. Role Summary: The Relationship Manager serves as the primary, regionally aligned point of contact for assigned Firms, helping them navigate M Financial Group's...SuggestedFull timeFor contractorsWork at officeRemote work1 day per week
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a(n) Relationship Manager I - C&IB within PNC's Commercial Banking organization, you will be based in Frisco, TX. Commercial Banking provides...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- Job DescriptionInfosys is seeking an Associate Engagement Manager - Client Services. The Associate Engagement Manager-Client Services... ...may require travel as requiredRole Description:Client relationship management and business development: manage client relationships...Full timeTemporary workRelocationVisa sponsorship
- ...VIP Relationship ManagerBlockchain is connecting the world to the future of finance. As the most trusted and fastest-growing global crypto... ...for an ambitious and highly commercial VIP Relationship Manager to help build and scale Blockchain.com's high-touch VIP and Wealth...Full timeWork at officeRemote workWorldwide
- ...Texas Capital Bank is seeking a Senior Relationship Manager in their Corporate Banking team, specifically for the Insurance sector. This role involves managing high-value corporate clients, delivering tailored financial solutions, and mentoring junior staff to drive excellence...
$99k - $232k
...Transformation - Core Banking Modernization ManagerThe Opportunity As a Manager in Bank Platform Transformation - Core Banking Modernization,... ...and embracing technology to improve service deliveryBuilding relationships with clients and stakeholders to identify opportunities for...$116k - $216k
...Location: 8117 Preston Road, Suite 400, Dallas Texas Job Summary The Sr Relationship Manager, Community Development Lending and Investments (CDLI) originates, structures, and negotiates low-income housing tax credit (LIHTC) investments. This role is responsible for sourcing...Work experience placementWork at officeFlexible hoursNight shift- ...Relationship Manager IIt's about names, not numbers.Do you consider yourself to be a self-starter? Passionate about financial literacy? Are you willing to step outside your comfort zone in order to provide next-level products, services, and opportunities to our customers...
$74.2k - $84.7k
...Relationship Manager Associate Are you a natural born people person who thrives on cultivating relationships with others? Does being a strategic thinker strike a chord with you? This role will facilitate strong partnerships with dealers and sales managers while providing...Work at officeLocal area$55k - $75k
...Library covering over 65,000 companies.What You'll DoOwn Client Relationships and Account StrategyManage a portfolio of Credit clients and... ...ForRequiredAt least two years of experience in Account Management, Sales, Customer Success or another commercially accountable...Temporary workWork at officeImmediate startRemote workWorldwideFlexible hours$70k - $225k
...loans, deposits and fees. Focus will be to work with the CRE team in developing new relationship in CRE market in the Texas market as well as serve existing relationships. May manage and mentor the junior members of CRE team. Through known and developed prospects, originate...- ...Centre Technologies is seeking an IT Manager - vCIO to provide strategic technical alignment for clients and own client relationships. You will guide budgeting, IT risk reduction, and long-range planning while coordinating with service teams to deliver scalable technology...
$59.63k - $93.7k
...Relationship ManagerDevelops and maintains positive relationships for our top tier clients through effective collaboration with internal... ...and Paychex strategy for their clients. Facilitates the management and strategic service of their assigned accounts.Responsibilities...Full timeContract workPart timeInternshipLocal area$200k - $275k
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what... ...visit CIBC.comWhat you'll be doingAs a Senior Relationship Manager, you’ll focus on growing direct revenue, retaining high-net-worth...Full timeRemote work$115k - $175k
MinUSD $115,000.00/Yr.MaxUSD $175,000.00/Yr.Job SummaryThe Senior Relationship Manager is responsible for developing, manages, grow, and deepen relationships with business banking clients in the assigned business segment and/or geographic areas. Actively engages in the...$140k - $160k
...needs, including, but not limited to: loans; deposits, treasury management services; international trade services; and foreign exchanges... ...trendsRisk factorsFinancial ConditionDevelop and execute a Relationship Development Plan tailored to each customer’s needs and update...Full timeLocal area$107k - $214.5k
...Dynamics consultants are empowered through our long standing, close relationship with Microsoft, the use of our proven RVM methodology (purpose... ...from our Microsoft MVPs. Industry experts, Tax specialists or Managed Technology and Application services teams. Key...Full timeWork experience placementInternshipWork at officeLocal area- ...of our partner CPA firms, McGuire Sponsel strengthens client relationships by offering a conservative approach to delivering services that... ...resource to CPAs across the country. Our Relationship Managers (RMs) are the face of McGuire Sponsel, who nurture these relationships...Base plus commissionFull timeSummer workLocal areaFlexible hours
$80k
Private Relationship Travel Manager Scott Dunn, part of Flight Centre Travel Group (FCTG), is a luxury travel operator dedicated to creating unforgettable, tailor‑made vacations for our guests. With a global presence and a passion for crafting exceptional experiences,...Full timeTemporary workPart timeWork at officeFlexible hoursNight shift$180k - $220k
...Description Grant Thornton is seeking an Advisory Director Client Relationship Executive within our Outsourcing solution to join the team.... ...strategy, pursuit leadership, and executive relationship management, this leader shapes how capabilities are packaged, positioned...Work at office$99.47k - $170.52k
...offers the opportunity to shape market presence, deepen client relationships, and drive meaningful growth. You’ll partner across the bank... ...-functionally to deliver holistic solutions across Treasury Management, Capital Markets, Private Banking, and Wealth.Analyze client...Full time- ...members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day...Full timeWork at officeFlexible hours
- .... Want to hear directly from our team? Visit and explore our culture on LinkedIn and Instagram. What You’ll Do As a Client Relationship Manager I, you will be the principal relationship leader for one or more regional clients, driving Total Project Success across people...Full timeTemporary workWork at officeImmediate startFlexible hours
$103.95k - $127.05k
...DescriptionIn conjunction with business development officers, responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the value of these relationships to the organization. Reviews and accepts new client...Full timeWork experience placementLocal area3 days per week- ...opportunities to learn, grow, and make an impact. Join us!Bank of America’s Transformative Healthcare segment is seeking a Senior Relationship Manager to join our team. The Transformative Healthcare Group focuses on the middle‑market healthcare industry, providing...Full timeWork experience placementWork at officeLocal areaShift workDay shift
- SummaryPhillips Power is seeking a Client Manager to foster strong relationships with our clients, understand their needs, and ensure satisfaction for both parties. This role requires serving as the primary point of contact for clients, collaborating with internal teams...For contractorsShift work
- ...interactions with key stakeholders.• Develop and maintain Crisis Management/Disaster Plans.• Implement project mitigation plans for... ...Manage account ramp-up/ramp-down resources efficiently.Sales & Relationship:• Collaborate with Client Executives to develop customer relationships...Work at officeRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Manager. Be the first to apply!
- university relations manager Dallas, TX
- provider relations manager Dallas, TX
- global relationship manager Dallas, TX
- supplier relationship manager Dallas, TX
- relationship manager work from home Dallas, TX
- labor relations manager Dallas, TX
- IT business relationship manager Dallas, TX
- enterprise relationship manager Dallas, TX
- labor relations director Dallas, TX
- wealth management relationship manager Dallas, TX

