RIA Channel Relationship Manager — Portfolio Strategy & Sales
Jobtailor
Jobtailor in San Francisco seeks an experienced sales leader to drive growth in the RIA channel, manage key relationships, and deliver compelling presentations. The role focuses on understanding RIA firm needs, coordinating cross-team efforts, and improving investor outcomes through strong portfolio construction and communication. The ideal candidate has a proven track record in third-party distribution, deep knowledge of mutual funds, SMAs, and ETFs, and is adept at building long-term #J-18808-Ljbffr Jobtailor
- Lead sales initiatives in the RIA channel Identify firm and firm representatives’ needs Coordinate... ...to serve identified needs Manage Capital Client Group presence, relationships, and business results with... ...deep technical knowledge of portfolio construction Ability to...Suggested
- ...this role:Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager for clients with annual revenue of $100MM to $2B as part of... ...complex private banking as well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional areaReview...SuggestedFull timeWork experience placementWork at office
$88.8k - $165.6k
Application Deadline:09/27/2026Address:320 S Canal StreetJob Family Group:Commercial Sales & ServiceBilingual AVP, Portfolio Manager-Asset Based Lending (ABL) Pacific RimNote: This position may be based in Chicago, Los Angeles or San FranciscoThe AVP, Portfolio Manager...SuggestedFull timeContract workPart timeLocal area- About this role:Wells Fargo is seeking a Commercial Banking Portfolio Manager for clients with annual revenue of $100MM to $2B supporting... ....Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven...SuggestedFull timeWork experience placement
$143.74k - $191.65k
...Commercial Banking Relationship ManagerThis position is responsible for managing, servicing, and developing commercial or business banking... ...credit quality assessment needs of a mature portfolio through prescribed servicing and sales processes. Identifies client needs and...SuggestedBank staff- Capital Group seeks a Relationship Manager - RIA/BT in San Francisco to lead sales initiatives within the RIA channel. You will identify firm needs, coordinate efforts to serve them, and manage Capital Client Group relationships with key RIAs. You excel at delivering engaging...
- Western Alliance Bancorporation is seeking an Assistant Vice President, Portfolio Manager to analyze, structure, underwrite, and close major loans. The role collaborates with the Vice President, Commercial Banker to manage credit risk and meet local and regional goals....Local area
- Western Alliance Bank in San Francisco, CA is seeking an Assistant Vice President, Portfolio Manager to analyze, structure, underwrite, and coordinate the closing of major loans in line with lending policies. The Portfolio Manager will work with the Vice President, Commercial...
- ...Francisco Bay Area. This role involves establishing and growing relationships with Registered Investment Advisors and Family Offices. The... ..., Series 7 & 63 licenses, and 3 years of client relationship management experience. Applicants should demonstrate strong...
- Beacon Software is building the AI-native platform to power vertical market software across portfolio companies. As a Product Manager, you'll own product outcomes for 3-4 portfolio companies at a time, working closely with the GM, operators, and customers to identify leverage...
$185k - $200k
...VC & PE Partnerships Manager to own and scale our relationships across venture capital... ..., and go-to-market strategy. You’ll own how Gusto... ...Marketing, Events, and Sales to define the right portfolio, engagement model,... ...motion.About the Team:The Channel Partnerships function...Full timeWork at officeLocal area2 days per week3 days per week$124.7k - $229.5k
...seeking candidates for our Channel Sales national role focused... ...Channel Sales Manager will have strong project... ...consulting portfolios. Channel Sales, working... ...focuses on securing relationships with Vendor Sales teams... ...develop territory sales strategies, and act as an advisor...Work at officeLocal area- ...of strategic projects for the sales analytics team. The ideal... ...candidate will be responsible for managing project scope, timelines,... ...Analytics, Revenue Analytics, or Strategy Analytics.Advanced SQL and... ...improvements.Monitor key business and portfolio metrics, including conversion...
- ...time ever, you can manage and automate every... ...is expanding its Channel Marketing Team to... ...platform for their portfolio companies and we need... ...Equity channel strategy from the marketing... ...and executive-level relationship building.Lead... ...Partnerships Manager, Sales, RevOps, Partner...Work at office3 days per week
$153.85k - $181k
...that founders use to manage equity, fund managers... ...Managers to own and manage portfolios of existing Private... ...collaborating closely with sales to drive adoption of... ...to drive account strategy, solve problems, and improve... ...generation and strong relationships to enhance customer...Full timeContract work$210k - $270k
...and strategic group of sales professionals focused... ...neighbors through our growing portfolio of advertising... ...business, relying on trusted relationships, collaboration, and a... ...with strong account management and strategic selling... ..., go-to-market strategy, and continued growth....Temporary workWork at officeLocal areaWork from home$30 per hour
...DescriptionInfosys is seeking a Manager of Client Services. The... .... Role Description: • Client relationship management and business development... ...relationships, build a portfolio up to $30-40M, own the opportunity... ...of experience, with strong sales/relationship management/account...Full timeTemporary work$360k - $410k
...customer's business and technology strategy as well as our offerings,... ...targets, forecast and manage sales, revenue and margins at existing... ...long-term, value-based relationships with a growing number of senior... ...practices around client and portfolio development to build the client...$162k - $230k
...support of that mission, the Sales team partners closely with... ...re looking for an Account Manager to support advertisers in... .... You will manage a portfolio of partners and serve as a... ...sits at the intersection of relationship management, strategy, and execution. You’ll work...Work at officeLocal areaFlexible hours- WorldQuant in San Francisco is seeking a Portfolio Manager to develop systematic strategies using statistical signals across various asset classes. The ideal candidate will have over 2 years of experience and strong programming skills in Python and C++. Standard compensation...
- ...an experienced individual to work as a Portfolio Manager on the Corporate Governance - Sustainable Investment & Stewardship Strategies team. The Sustainable Investment & Stewardship... ...proxy voting; and supporting strategic relationships with CalSTRS members and partners. The...Relocation package
$35k - $40k
...makes owners do the work to get what they want: sales growth and profit growth. Owner does the... ...results-driven Associate Customer Success Manager to join our team. In this role, you will manage a large, dynamic portfolio of 120+ customers across all stages of the customer...Work at officeLocal areaRemote work$120k - $160k
...Data + Analytics and Managed Support. Our values—SPICE... ...client engagement strategy, drive revenue growth,... ...with deep consultative sales expertise, proven people... ...to drive C-level relationships. The CD is accountable... ...performance, and expansion of a portfolio of enterprise clients...Full timeSummer workWork at officeRemote workFlexible hours- ...About the Role Our Channel team is growing and... ...seeking a Channel Account Manager for the West Region.... ...execute the channel strategy with existing and new... ...inbound and outbound sales requests for all partners... ...community Manage a portfolio of high performing channel...
- ...About the job Engagement Manager - Credit Risk Strategy Role: Engagement Manager - Credit Risk Strategy Location: Bay Area Type:... ...governance, monitoring, and continuous improvement Drive portfolio-level risk management strategies across underwriting,...Work at office
$125k - $150k
...accelerate product development, unblock sales, reduce customer churn, and save engineering... ....Merge is looking for a Customer Success Manager to help lay the foundations for... ...to take full ownership of your customer portfolio and make key decisions to drive effective...Full timeContract workWork at officeHome officeShift work- ...Customer Relationship Manager - Capital If you are looking for a career at a dynamic company... ...should be focused and disciplined in portfolio management to consistently manage risk... ...customer information and develop sales strategies for assigned customer base. Promote...Temporary workLocal area
$75k
...learn new ones. “I can succeed as a Relationship Manager - RIA/BT at Capital Group.” As one of... ...Managers, you’ll lead sales initiatives in the RIA channel, identifying firm and firm representatives... ...a deep technical knowledge of portfolio construction. You know how to...Local areaFlexible hours$253.12k - $316.4k
...with intuitive spend management, bill pay, and travel... ...to grow your career.Sales at BrexSales is the growth... ..., expand existing relationships, and drive the... ...Executive, you’ll own a portfolio of high-value accounts... ...developing and executing strategies to mitigate churn...Work at officeRemote workWork from home3 days per week$169k - $199k
...Breakthrough Company.As a Customer Success Manager for Checkr Trust, you will join... ...strong traction — but our post-sale motion is still in its early... ...of Customer Success, Technical Strategy, and Commercial Growth.You will own a portfolio of strategic accounts and be accountable...Contract workWork at officeLocal areaRemote workRelocation3 days per week
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