Investment & Loan Relationship Manager
CAPITAL LLC
Capital in New York invites a Relationship Manager – Investment & Loan Banking to build and manage client relationships, drive growth in loan portfolios and investment accounts. You will identify client needs, structure financing and investment solutions, and coordinate with teams to ensure smooth processing. The ideal candidate holds a Bachelor’s degree in Finance or related field, has 1–3 years in banking or investment firms, and demonstrates strong communication, negotiation, and sales #J-18808-Ljbffr CAPITAL LLC
- ...Established Commercial Bank is seeking a Loan Manager/Relationship Manager to join their Loan Department in the New York City Office. This hire will oversee the bilateral loan origination process and ensure compliance with all relevant regulations bringing in a new portfolio...SuggestedFull timeContract workWork at officeLocal area
$88.4k - $132.6k
...WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst... ...client's banking, credit and investment needs and goals in order to provide... ...Partners, Relationship Manager, etc.) Organize client events... ...employee to register as a mortgage loan originator with the...SuggestedFull timeWork at office$88.4k - $132.6k
...WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst... ...client's banking, credit and investment needs and goals to provide holistic... ...Partners, Relationship Manager, etc.)Organize client events... ...employee to register as a mortgage loan originator with the...SuggestedFull timeWork at office$88.4k - $132.6k
...WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst... ...client's banking, credit and investment needs and goals to provide holistic... ...Partners, Relationship Manager, etc.)Organize client events... ...employee to register as a mortgage loan originator with the...SuggestedFull timeWork at office$150k - $180k
Senior Relationship Manager - Commercial Real EstateCompany DescriptionFor more than 70 years, IDB Bank has made it our mission... ...caps);Cash Management;Private Banking;Wealth Management investment products.Analyze new loan opportunities, including:Collateral property...SuggestedBank staffWork at office$200k - $250k
...ownership—it’s our approach to business and relationships. We know that supporting your... ...is currently recruiting a Relationship Manager (RM) to join our multi-family (MFO) team... ...worth clients with at least $25 million of investable assets. This role includes a business development...Full timeWork at officeLocal area- ...responsible for expanding client relationships by identifying opportunities... ...executing the Client Management Process and partnering across... ...provision of residential mortgage loans, and as such, is subject to... ...with a strong emphasis on Investment Products Leads complex...Work at officeFlexible hoursShift workDay shift
$233k - $270k
...Celonis capabilities to key outcomes specific to Investment Banking, Global Markets, and Asset Management.You will blend deep Capital Markets expertise with... ...Drive the "Digital Twin" Agenda: Lead the executive relationship to deliver on the promise of a digital twin,...Full timeWork at officeLocal areaRemote workWorldwideFlexible hours- BNY Investments is a leading investment manager, with $2.2 Trillion in assets under management as of June 30, 2026. Through an investor-first approach... ...this role, you’ll make an impact in the following ways: Relationship Management/Business Development: Independently manage...WorldwideFlexible hours
$211k - $250k
...suite level on business strategy, platform investment, and multi-year transformation. Where a... ...is deployed, you own the commercial relationship and expansion strategy; they own value... ...enterprise SaaS sales or strategic account management, with at least 5 years managing...Full timeWork at officeLocal areaRemote workWorldwideFlexible hours- ...tax, and audit roles (Interim Controller, Financial Reporting Manager, Internal Audit Manager, etc.). Design/improve accounting processes... ...growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience,...Hourly payFull timeWork experience placementInterim roleFlexible hours
$150.1k - $227k
...future of Salesforce.The Customer Success Manager, Senior Manager is a highly strategic... ...maximum value out of their Salesforce investment. Ensuring the seamless delivery of all... ...work, freeing the CSM for high-stakes relationship building.ROI Segmentation (Human vs. AI...Full timeWork at officeFlexible hours3 days per week$145k - $235k
Index Relationship Manager, Insurance Solutions - Financial Solutions Location New York Business Area Sales and Client Service... ...Bloomberg for the information and tools they need to make critical investment decisions and remain connected across the financial...Contract workTemporary workFor contractorsWork experience placementLocal area- ...extensive experience in wealth management and effectively introduces... ...deepening existing wealth relationships with high net worth and ultra... ...clientsA sound knowledge base of investing, trust and estates,... ...investment advice, small business loans and payment processing. We’...
- ...Our client is a prominent, well-respected NYC based Private Investment Fund currently seeking to add an Investor Relations Associate to... ...similar within Financial Services/Private Equity Alternative Asset Management Proficiency in Microsoft Office, particularly Salesforce...Full timeWork at office
$225k - $240k
..., Washington DC Roles: Engagement Managers, open to Associates and Senior Consultants... ...skills and the ability to forge strong relationships. OUR VALUES & CULTURE We’re... ..., reinsurance and capital, people and investments, and management consulting, advising clients...Minimum wageWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- The Client Success Manager, Accounting and Consulting is an individual contributor on... ...firms get full value from their Intapp investment, so they renew with confidence, expand... ...Comfort with the commercial side of client relationships, including renewals or sales exposure,...Full timeLocal areaFlexible hours
$300k - $350k
...person will develop high-value client relationships, generate new business, grow existing accounts... ..., and agency partners. Develop and manage a strong pipeline of prospects and... ...existing accounts and increase client investment across products, platforms, audiences,...Full timeWork at officeLocal area- ...immigration sponsorship for this position. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the... ...potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual...Full timeLocal area
$225k - $240k
...EstatePosted: 2026-09-23 Who We Are? Oliver Wyman is a global leader in management consulting. With offices in 60 cities across 29 countries,... ...authorization. Why Work for Us Oliver Wyman seeks to invest in its people by fostering a safe and inclusive environment,...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$107k - $194k
.... Rowe Price, we identify and actively invest in opportunities to help people thrive... ...evolving world. As a premier global asset management organization with more than 85 years of... ...strives to build strong long-term relationships through outstanding customer service and...Full timeLocal areaRemote workWork from home1 day per week$65k - $250k
...Initiate and develop new deposit and commercial lending relationships and close sales of deposit services and loans in Commercial Lending. Actively partner with RM's... ...calling program targeting Controllers, Property managers, and 1031 Exchange, title and escrow companies,...Work experience placement- ...A top-performing commercial bank is seeking a Senior Relationship Manager for their well-established Asset-Based Lending team. This individual... ...bank so lots of upside on the bonus Robust Growth! Loan Growth: Up 7% year-over-year Revenue Performance: Revenue...Full time
$165k - $240k
...Title: Senior Relationship Manager – Asset Based Lending (ABL Originations) Office Status: Hybrid – New York, NY Base Salary: $165k – $2... ...underwriting duties across ABL transactions; administer existing loan portfolios and ensure ongoing compliance with loan terms ·...Full timeWork at office- ...International Bank is seeking a Relationship Manager to join their Corporate Banking team in New York City. Syndication Loan knowledge or experience is a plus. Summary of position: To process assigned syndicated and bilateral loan products and related works and services...Full timeWork at office
$170k - $200k
...Vice President to join the Structured Investments team. This role will support the Structured... ...for clients. The team develops and manages the technology platform experience with... ...This individual will help manage and grow relationships with our issuing partners, serving as a...Full timeWork at officeRemote work$49.5k - $82.5k
...opportunity to contribute to the company’s success. As an Employee Relationship Manager within PNC's Financial Wellness Solutions organization, you... ..., relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard,...Full timeTemporary workPart timeWork experience placementWork at office- ...seeks a Senior Vice President, Client Executive to lead strategic client partnerships within the BNY Investments team. You will manage large institutional relationships and drive revenue growth across asset classes from Boston, New York, San Francisco or Pittsburgh. Ideal...
- ...Vice President, Client Executive - BNY Investments New York, NY, United States Boston, MA,... ...BNY Investments is a leading investment manager, with $2.2 Trillion in assets under... ...make an impact in the following ways: Relationship Management/Business Development: Independently...WorldwideFlexible hours
- ...investors. Job Description: The Engagement Manager (EM) owns the end-to-end customer... ...both client and internal teams. Client Relationships (governance + ROI): Build trusted, data... ...5+ years experience in private equity, investment banking, or tier 1 consultancies Demonstrated...WorldwideShift work
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