Senior Wealth Relationship Manager
Citibank (Switzerland) AG
Citibank (Switzerland) AG in Santa Clara, CA is seeking a Wealth Relationship Manager to deepen relationships with affluent clients, delivering holistic financial planning and a broad range of banking, credit, and investment solutions. You will meet clients face-to-face, identify opportunities, and coordinate with product specialists to tailor plans. The role requires 5-8 years of experience, strong analytical and communication skills, and familiarity with planning tools; regulatory and #J-18808-Ljbffr Citibank (Switzerland) AG
- ...EXL is seeking a Senior Assistant Vice President to lead and grow a key strategic client relationship within its Banking and Financial Services practice, based in New York... ...and driving incremental revenue through data management and analytics solutions, engaging senior...Senior3 days per week
- ...PNC Financial Services Group, Inc. in Pasadena, CA is seeking a Relationship Manager II for our Business Credit team. The role focuses on managing existing client relationships, risk mitigation, and revenue growth in asset- and collateral-based lending, with oversight...Senior
- ...Vestwell, a financial technology company, is seeking a Relationship Manager for State Auto-IRA Programs. You will lead state partner relationships, align objectives, and drive success plans to maximize value from our retirement platform. You will work closely with cross...Senior
- ...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
- ...TD Bank Group in Passaic, New Jersey, is seeking a Relationship Manager III to service large/complex business portfolios by providing tailored financial solutions and developing new business opportunities. The role emphasizes strategic relationship management, cross-selling...Senior
$95k - $160k
...Gorman & Company is seeking a high-level Senior Asset Manager with significant multifamily affordable housing experience to join our growing... ...housing financing, partnerships, compliance, and investor relationships. What You'll Do Lead the asset management of a...SeniorPermanent employmentTemporary workLocal areaNight shift- ...development, you will oversee ongoing portfolio management, including the monitoring, management... ...AND RESPONSIBILITIES Bring in new relationships with clients by earning trust,... ...asset allocation, investment management, wealth planning, credit and banking needs Ensure...SeniorTemporary workWork experience placement
- ...products and expertise that help nearly 16 million people save for a better today and tomorrow. Position Summary: The Senior Relationship Manager manages multiple large and complex accounts, some of which may be across multiple business lines. This position partners...SeniorWork experience placementRemote work
- ...CAREER - It’s about exceeding your potential. The Sr. Client Relationship Manager is a high impact – sales role responsible for driving new... ...clients. Experience selling to CHROs, Heads of Talent, and other senior HR leaders Demonstrated ability to hunt and open new...SeniorLocal areaRemote work
$20k
## Senior Real Estate ManagerApply: Remote: Posted Yesterday: R192811**Brand:**Bagel Brands... ...good morning.**The Senior Real Estate Manager plays a critical role in supporting... ...analytics, local market knowledge, broker relationships, and cross-functional partnership to support...SeniorWork at officeLocal areaRemote workDay shift- Bank of America in Chicago is hiring for a Relationship Manager focused on payments and enterprise client engagement. You will collaborate with... ...leadership, and the ability to present insights to senior stakeholders. 40-hour weeks in an in-office setting with performance...SeniorWork at office
- ...construction, and commercial property management capabilities, MCB is involved in every... ...compensation, and training. JOB SUMMARY The Senior Property Manager is the senior-most... ...ability to navigate complex stakeholder relationships. Portfolios may include assets with institutional...SeniorFull timeContract workFor contractorsWork at officeLocal areaFlexible hours
- ...seeking an experienced Global Commercial Banking professional to manage a portfolio of complex healthcare technology and sponsor... ...responsibilities include acquiring, deepening and maintaining profitable relationships, collaborating with product specialists, and guiding teams to...Senior
- CoreVest Finance is seeking a Relationship Manager (Loan Originator) to source new credit lines and term loans for residential real estate investors. You will work with the team to support customers from inquiry to closing, attending industry events and maintaining client...
- ...Aprio is a top 20, fast-growing firm, and we're looking for a Senior Tax Manager to join our Real Estate practice. You’ll bring deep... ...experience. Our Tax team gives you the chance to build lasting relationships with middle-market and large clients. If you like working...SeniorFull timeWork at officeLocal areaRemote workFlexible hours
$90k - $120k
Senior Philanthropy Relationship Manager (Midwest/Mountain Territories) Chicago Job Title: Senior Philanthropy Relationship Manager (Midwest/Mountain Territories) Position Summary: The Michael J. Fox Foundation for Parkinson’s Research (“the Foundation”) is seeking top...SeniorSummer workCasual workSummer holidayWork at officeRemote workWorldwideFlexible hoursShift workAfternoon shift$200.7k - $229.1k
Senior Manager, Senior Counsel - Commercial Real Estate LendingCapital One’s Legal Department is seeking an experienced commercial real estate finance attorney to support its growing Commercial Bank. This is a great opportunity to join an outstanding team at a Fortune...SeniorPermanent employmentFull timePart timeLocal area3 days per week- Senior Director of Gift & Estate Planning #EM02-28635 Position Type Full-time Job... ...gifts and blended gifts. Personally manages high-level donor relationships requiring advanced gift planning... ...planning, financial planning, insurance, wealth management, or related fields....SeniorFull timeTemporary workWork at officeImmediate startFlexible hours
$180k - $220k
...and LLM (Large Language Model) visibility results and generates revenue for the company. As the Sr. Engagement Manager, you will develop relationships with top decision-makers to drive business growth within new and existing clients. This is a sales-intensive role that...SeniorContract workShift work- Enterprise Bank & Trust seeks a Senior Vice President, Relationship Manager to develop and manage new commercial deposits and loans while strengthening... ...existing client relationships. The role drives treasury, wealth, and other banking solutions to mid-sized businesses,...Senior
$189.29k - $331.2k
...Trust As a global leader in innovative wealth management, asset servicing, asset management and... ...to identify opportunities for relationship enhancement Focused client service with... ...within the organization is encouraged, senior leaders are accessible, and you can take...SeniorWork experience placementH1bLocal areaWorldwideFlexible hours$100k - $225k
...assistance: is not available for this opportunity. Requisition #: 76717 The Role at a Glance We are excited to be hiring a Senior Relationship Manager who is passionate about helping plan sponsors and financial professionals deliver the best retirement plan experience...SeniorWork experience placementWork at officeRemote workWork from homeRelocation package- ...Webb Chevrolet, Inc. seeks a Finance & Insurance Manager to lead deal structuring, financing, and compliance for vehicle sales at our Oak Lawn dealership. The role focuses on maximizing profitability while ensuring customer satisfaction and regulatory adherence. Ideal...Senior
- ..., deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating... ...segment is seeking a Sr. Relationship Manager to join our team. The Middle Market... ...Investment Banking, Foreign Exchange, and Wealth Management and facilitates client...SeniorWork at officeFlexible hoursShift workDay shift
- ..., deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating... ...client satisfaction. Responsibilities Manages an extensive portfolio of complex... ...Investment Banking, Foreign Exchange, and Wealth Management and facilitates client...SeniorWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift
- ...recommendations based on long term objectives.PRIMARY RESPONSIBILITIES* Manages a minimum of a book of business that generates a minimum of $1... ...made throughout the year and at renewal.* Cultivates strong relationships with insurance company partners.* Manages various priorities...SeniorContract work
- ...SALT) and property tax compliance. Exceptional communication and leadership skills, with the ability to build and maintain client relationships. Strong analytical and problem-solving skills with attention to detail. Proficiency with tax software and technology. #J-18808-...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... ...full-time position. What You’ll Be Working On: Customer Relationship Management: Develop and maintain strong, long-lasting customer...SeniorFull timeTemporary work- ...builds the products that power infrastructure, solutions, and data management our customers need most. Our teams design and develop the... ...what's been done before, you'll find your place here. Hardware Senior Principal Engineer – System Integration Choose a Job Family...Senior
$188k - $258.5k
...Senior Principal Engineering Technologist Dell’s Client Product Group (CPG) is looking for a Senior Principal System Performance Architect to join the Thermal, Power, Performance, and Acoustics team to create new & exciting PC products. This role involves architecting...Senior
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