Senior Relationship Manager
$126.56k - $196.17kLE_ICMA-RC International City Management Association Retirement Corporation
Senior Relationship Manager MissionSquare, founded in 1972, is dedicated to the retirement needs of public sector employees. Salary: $126,560.00 - $196,170.00. Locations: Colorado, Texas, or Missouri. Responsibilities Serve as the primary contact for strategic client accounts, ensuring alignment with business goals and managing complex relationship needs. Prepare and present Visual Analytics dashboards and investment reports to support client decision‑making and fiduciary responsibilities. Provide mentorship and guidance to junior Relationship Managers, sharing best practices and supporting professional development. Lead plan reviews and offer strategic recommendations to optimize plan design, investment strategy, and client engagement. Perform other duties as assigned. Qualifications Bachelor’s degree required; MBA preferred. 5–8 years of experience in financial services. FINRA Series 7 and 63 or 65 (preferred). Expert knowledge of financial products and analytics tools. Strategic thinking, stakeholder management, and influence. Ability to navigate complex client dynamics. Advanced product knowledge. Mentorship capabilities. Benefits Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions. Flexible and hybrid work schedules to support work‑life balance. Tuition reimbursement to support continued education. Professional and career development opportunities, including courses and certifications. Comprehensive wellness programs promoting physical, mental, and emotional health. Volunteerism initiatives to encourage community engagement. Equal Employment Opportunity MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr
$126.56k - $196.17k
...corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972,... ...MissionSquare.$126,560.00 - $196,170.00Job DescriptionThe Senior Relationship Manager leads strategic client engagements, oversees complex...SeniorMissionSquare
Denver, CO2 days ago- ...Banc of California is seeking a seasoned relationship manager to develop and manage a portfolio of privately held business clients in a dynamic banking environment. You will lead negotiations, grow revenue, and provide financial advice while maintaining strong client...Senior
Pacific Western Bank
Denver, CO3 days ago - ...SouthState Bank is seeking a seasoned commercial lending professional to grow and manage loan and deposit portfolios within the Denver metro area. You will develop consultative client relationships and work with cross-functional teams to structure, underwrite, and price...Senior
South State
Denver, CO5 days ago - ...located in Denver, Colorado seeks an experienced commercial lender to grow loan and deposit portfolios. You will develop consultative relationships with prospects and clients, underwrite loans, and structure deals in line with bank policies. The role requires in-depth...Senior
SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION
Denver, CO3 days ago $110k - $175k
Alpine Bank is seeking a Lender/Manager to develop, implement, and support lending and deposit processes in their assigned Colorado location. Pay and Officer level will be commensurate with experience; starting rate ranges from $110,000 to $175,000 per year. The role requires...SeniorRelocation$110.25k - $235.81k
...SENIOR RELATIONSHIP MANAGER – HEALTHCARE LENDING (REMOTE) The Commercial Banking team actively calls on businesses that typically have annual revenue up to $500MM. The objective of the group is to earn the title of trusted advisor and help these companies grow and prosper...SeniorLocal areaRemote workFlexible hoursUMB Bank
Denver, CO3 days ago$97k - $190k
...team is the linchpin of the post-sales customer relationship. By combining deep business and technical... ...in Austin, Texas for our hybrid working model.Senior Customer Success ManagerThe RoleAs a Senior Customer Success Manager, you are a highly experienced advisor helping...SeniorLocal areaWorldwideFlexible hours$76.52k - $163.9k
...is highly focused and specialized, working with private, owner-managed dental, optometry, veterinary and medical specialty practices.... ...your practice is our business. As the Sr. Practice Solutions Relationship Manager , you will evaluate the needs of healthcare professionals...SeniorWork experience placementLocal areaFlexible hoursUMB Bank
Denver, CO3 days ago- ...Uniti Group Inc. seeks a Major Customer Success Manager to establish and nurture executive-level customer relationships, driving adoption of Uniti’s SD-WAN and UCaaS solutions. You will collaborate with Enterprise Sales Executives to align product capabilities with customer...Senior
Uniti Group Inc.
Denver, CO2 days ago - Brown and Caldwell (BC) is excited to offer a fantastic Senior Client Services Manager/Project Manager opportunity to drive our sales strategy... ...requires consistent success in expanding long-term client relationships, leading high-performing Client Service Teams (CSTs),...SeniorFull timeTemporary workShift work
$190k - $215k
...This Role:We are seeking a highly motivated and skilled Senior Customer Success Manager with a strong background in customer engagement and a deep... ...a full-time position.What You’ll Be Working On:Customer Relationship Management: Develop and maintain strong, long-lasting...SeniorFull timeTemporary work- BOK Financial is hiring a Commercial Relationship Manager III for our Commercial Real Estate team. This role offers autonomy to manage client... ...to drive growth. You will build long-term relationships with senior housing, hospitals, physician practices, and medical...Senior
$190k - $215k
...This Role:We are seeking a highly motivated and skilled Senior Customer Success Manager with a strong background in customer engagement and a deep... ...a full-time position.What You’ll Be Working On:Customer Relationship Management: Develop and maintain strong, long-lasting...SeniorFull timeTemporary work$10 per hour
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you’ll be managing a...SeniorWork at office- SRS Acquiom Inc. seeks a driven Institutional Client Relations Director to manage post-closing engagements for U.S., Canada, and Israel deals. The role involves leading investor discussions, escalating issues, and coordinating with internal teams to ensure smooth post-...SeniorRemote jobWork at office
- Kindling is seeking a senior Client Engagement Manager to own the full client journey for a portfolio of six-month managed services engagements. You will guide discovery, program design, advocate recruitment, day-to-day delivery, and executive reporting with a focus on...SeniorRemote jobWorldwide
- Banc of California is seeking a Senior Commercial Lender in Denver to source opportunities, perform credit analyses, and prepare credit presentations for loan approvals. The role requires deep knowledge of commercial real estate and cash-flow analysis, and close collaboration...Senior
- Pathstone is a premier wealth advisory firm seeking an Associate Director, Client Advisory to deepen client relationships across ultra-high-net-worth families, single family offices, and endowments. The role combines investment implementation, wealth planning coordination...Senior
- SouthState Bank, N.A. is seeking a senior-level commercial lender in Denver to grow loan and deposit portfolios within the local market. You will underwrite loans, manage credit quality, and collaborate with Treasury Management, Capital Markets, Wealth, and Retail teams...SeniorLocal area
- A leading financial institution is seeking a Senior Relationship Manager for Healthcare Lending. This remote position requires candidates to build a commercial loan portfolio and lead underwriting efforts for healthcare loans. Ideal candidates will have over 8 years of...SeniorRemote job
- Citi's Commercial Bank is seeking a Senior Relationship Manager to lead a portfolio of US-headquartered middle-market companies with revenues up to $3 billion. You will act as their primary banking partner, coordinating with product, credit, treasury, and markets specialists...Senior
- Apply For This Job Interested in building your career at Trustpilot? Get future opportunities sent straight to your email. TrustpilotSenior
$145k - $165k
...transportation technology and service provider globally. As a Senior Partner Success Manager at Via, you will be the face and voice of Via for our... ...and externally. You'll build genuine, durable relationships with the cities and operators working to deliver better...SeniorContract workWork experience placementvia.com
Denver, CO3 days ago- Long View Systems in Denver seeks a dynamic Manager, Client Success to oversee key client functions and teams. You will establish high standards for service delivery, manage change and escalation processes, and ensure forecasting, reporting, and on-boarding align with business...Senior
- ...trusted advisor Acquiring, deepening, and maintaining profitable relationships Collaborating with teammates and facilitating client... ...FINRA Securities Industry Essentials (SIE), S7 and S63 Client Management Client Solutions Advisory Prospecting Relationship Building...Senior
- Sprinklr is seeking a seasoned Customer Success Manager to lead strategic client relationships, drive value realization, and oversee adoption across a portfolio of enterprise customers. You will act as a trusted advisor, align product capabilities with customer goals,...Senior
$135k - $150k
...Senior Manager, Customer Success At EverCommerce, we are on a mission to digitally transform the service economy with tailored, end-to-end SaaS solutions that simplify and empower the lives of our 725,000+ customers. As a leading service commerce platform, our modern...SeniorWork at officeLocal areaImmediate startRemote workFlexible hoursEverCommerce
Denver, CO2 days ago- ...budget, and to the required quality standards. This includes managing resources, mitigating risks, and fostering effective communication... .... Stakeholder Management: Build and maintain strong relationships with key stakeholders, communicating project progress, addressing...SeniorFor contractorsWork at officeLocal area
Highmark Health
Denver, CO1 day ago - Long View Systems in Denver is seeking a dynamic Manager, Client Success to oversee client and team operations in the Denver branch. You will establish and manage high-standard service delivery processes and align IT teams to meet client expectations across projects. The...Senior
- ...Health) to lead strategy and execution for Health clients, spanning managed care, care delivery, and health systems. You will guide teams,... ...with business and consumer audiences. The role emphasizes senior client counsel, budget management, and proactive thought leadership...SeniorRemote workFlexible hours
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