Banking Relationship Manager (Financial Services Sales)
Mackenzie Health Care
Banking Relationship Manager (Financial Services Sales) Full-time Great talent is both rare and valued... the ability to recognize great talent is even more rare! The Mackenzie Search Group knows how to position US & International companies for success, from Start-Up Ventures to Small & Medium size organizations to Multi-Divisional International Conglomerates, and builds companies with their most important asset. Talent, with a strict focus in these niche areas: LifeSciences (Pharmaceutical, Scientific, Medical Device, Diagnostics, Biotech, Research, Lab) HealthCare (Executives, Physicians, Pharmacists, Nurses, Assisted Living, LTC, PT, OT, Speech), Information Technology,Consulting, Homeland Security, Clean Technology, Energy, B2B, Manufacturing, Engineering, Six Sigma/Lean, Finance/Accounting, Sales, and Marketing, Mobile Technology and Social Media. With a National Network and Stable of Recruiters (and over 500 years of experience on our team) that specialize in Niche Industries, Mackenzie can assist and manage your Recruitment needs throughout North America Growing Strong Companies with the very best talent from the C-suite to the Field & on both the Business Operations & Manufacturing sides of an organization, is what Principals and Consultants at Mackenzie Search know best, are most passionate about, and have done since 1992. Just ask our Client references and LinkedIn recommendations, they can tell the story better than we can. Develops and services comprehensive personal financial relationships within affluent target market through a professional sales effort. Identifies qualified potential clients. Initiates contacts, assesses needs, presents array of products and services, and closes sales. Responsible for the management and total servicing of the client relationship, and for the growth and profitability of large, more complex and profitable relationships in the unit. Proactively advises and consults with clients to maximize their service usage, trust and investment opportunities, and monitors client portfolio to ensure profitability. Responsible for analyzing clients' credit needs and then making appropriate recommendations. This is an experienced level Relationship Manager whose clients expect their banker to provide high quality financial information and personal service. Qualifications College degree or equivalent work experience. A minimum of 6 years commercial lending experience. Competent knowledge of personal and business financial statements and tax returns. Proficient understanding of the financial acumen as it pertains to the affluent market segment. All consumer and business products and services as it relates to the affluent market segment, including operations, loan policies and procedures. #J-18808-Ljbffr Mackenzie Health Care
- ...healthcare recruitment firm is seeking a Banking Relationship Manager in Tacoma, Washington. This full-time... ...involves developing and managing financial relationships with affluent clients,... ...and providing high-quality personal service. Qualifications include a college degree...SuggestedFull timeWork experience placement
$55 - $60 per hour
...excellent communication skills, and the ability to lead client relationships while driving projects forward. The ideal candidate is a... ...-functional teams, and brings a strategic mindset to account management and campaign execution. Rate: $55-$60/hr. Location: Remote...SuggestedHourly payFreelanceRemote work- ...seeking a talented Accounting Manager / Controller to join a... ...entrepreneurial team and lead the financial accounting operations of a... ...oversee external accounting relationships, and serve as a trusted partner... ...entries, and complete monthly bank, balance sheet, and intercompany...SuggestedRemote work
- ...walking the plant floor, learning what happens at the cutting table and tempering line, and turning that operational knowledge into financial insight leadership can actually use. What makes this role different: This isn't a seat-warming accounting job. You'll own...SuggestedFlexible hours
- ...CPA TAX MANAGER our client is looking for an experienced, highly motivated and energetic Tax Manager to lead... ...multiple tax engagements to deliver quality tax services to our clients. The Tax Manager will build relationships and interact wit Accounting Manager, Accounting,...Suggested
- ...development Do you thrive on building relationships & driving sales? Are you passionate about... ...will be responsible for developing & managing client relationships, from generating... ...presentations that highlight the value of our services. Negotiate & close contracts....InternshipRemote workFlexible hours
$64.6k - $86.4k
...call on physicians, hospitals, SNF management, discharge planners, and case... ...territory to promote our home health care service to develop referral source relationships. · You will prepare business... ...prioritize accounts following the market sales plan. · You will gather and...Full timeTemporary workApprenticeshipWork at office$64.6k - $86.4k
...call on physicians, hospitals, SNF management, discharge planners, and case... ...territory to promote our home health care service to develop referral source relationships. You will prepare business... ...prioritize accounts following the market sales plan. You will gather and...Full timeTemporary workApprenticeshipWork at office$50k
...scheduling, registration, website management, messaging services, money management, and... ...by executing a strategic sales plan to generate and... ...responsible for establishing relationships and maintaining and growing... ..., athletic directors, and financial/district administrators...Full time$69.9k - $116.5k
...BASIC PURPOSE Owns assigned customer relationships and drives sales growth, item and category penetration... ...and leads efforts of the Customer Service Representative and Account Coordinator... ...account penetration and loyalty. Manage product mix to maximize profit goals...Minimum wageFull timeContract workTemporary workLocal area- ...Financial Reporting & Technical Accounting Manager Fully remote (domestic travel 2x/quarter) Our client is seeking a highly analytical and proactive Manager, Financial Reporting & Technical Accounting to lead the financial reporting process while serving as a key advisor...Local areaRemote work
$400k
...Fortune 500 and large enterprise customers, and we're expanding our sales team to meet demand. The role They're hiring... ...Engineering to run POCs and turn pilots into paid deployments Build relationships with senior IT leaders, including in-person meetings and...Contract workRemote work- ...considered, candidates must have experience selling Contract Lifecycle Management (CLM) solutions into enterprise customers. Please only apply if you have: • Experience in enterprise CLM sales • A track record of building pipeline through proactive outbound...Contract workImmediate startRemote workVisa sponsorship
$150k - $175k
...Executive, you will own the full sales cycle, from qualifying... ...stakes reputation and crisis management challenges. You will sell comprehensive... ...ORM and Digital Marketing Services (SEO, content creation,... ...Growth: Build post-sale relationships and identify upsell opportunities...Base plus commissionRemote workFlexible hours$60k - $65k
...You will build and own relationships with homeowners, real estate... ...and grow revenue through the sale of home warranty products. It... ...business development and account management, and the people who do well here... ...terms, benefits, exclusions and service procedures clearly Keep...Live inRemote workFlexible hours$75k
...to deliver exceptional service to seller and buyer... ...aka Strategic Growth Manager, you will be at the center... ...including investment banking, management consulting, law, and enterprise sales. You'll operate in a uniquely... ...a consultative and relationship-driven process. -...Work at officeLocal areaFlexible hours- ...technology and automation, enabling customers to manage complex logistics with greater control... ...in this role will manage the full sales cycle, from prospecting and qualifying... ...The Account Executive will nurture key relationships, handle contract negotiations, and provide...Full timeContract workRemote work
$65k - $80k
...opportunity for a highly motivated sales professional who thrives on... ...for new business, building relationships from the ground up, and... ...of industries, including home services, marketing services, direct mail... ...independently build a pipeline, manage a full sales cycle, and...Remote work$90k - $130k
...Executive to grow existing client relationships and win new ones. This is a client... ...the Executive Producer to manage client relationships and outcomes,... ...agency industry A passion for client service and a proven record of sales performance A strong communicator...Immediate startRemote work$126k - $201.9k
...safety, innovation, customer service, and building long-term... ...and growing existing business relationships while also developing new business... ...is a highly motivated sales professional with deep transportation... ..., strong relationship management skills, and a proven ability...Contract workFor contractorsWork experience placementRemote workMonday to Friday$135k - $145k
...PingPong is an embedded financial infrastructure... ...world’s largest banks. PingPong operates... ...Executive to optimize sales efforts of our new... ...positive relationships with merchants to... ...and scalability. Manage successful follow-... ...competitors’ products or services and create selling...Remote workWorldwide- ...leader in luxury floral and plant corporate services specializing in the high-end retail and... .... You will also be responsible for managing the customers you acquire and retaining your... ...include: Lead generation and outbound cold sales efforts to develop a sales pipeline;...Summer workLocal areaRemote workFlexible hours
- ...The Account Executive is a quota-carrying, full-cycle sales professional responsible for driving new business revenue across... ...prospecting and discovery through negotiation, close, and handoff to Relationship Management. The ideal candidate is a results-driven hunter with 5+...Contract work
$250k
...Lojistic is a shipping spend management and payments company.... ...already know how this sale works: card-based... ...spend, quantifying financial impact, and guiding prospects... ...pipeline, build relationships, and create opportunities... ...“greater good” service programs (good karma always...Contract workWork at officeRemote workHome office$50k
...company focused on serving the Financial Services industry. Our company was... ...: Collaborate with the sales team to meet and exceed established... ...and maintain positive relationships with customers. Provide... ...company policies. Data Management : Maintain detailed and accurate...Base plus commissionRemote workFlexible hours$150k - $300k
...Founding Account Executive, Regional Banks Confidential client · Remote, North America · $150K base, $300K OTE About the company... ...firm recognized them in 2026. The role This is the first sales hire. You'll work directly with the CEO and own regional bank...Remote work$250k
...Territory Sales Manager – Diagnostics We’re seeking a high-performing sales professional to grow and manage a defined territory within... .... This role focuses on expanding existing hospital system relationships, driving new test adoption, and increasing market share....$100k
...SaaS Sales role - Account Executive - Compliance platform for modern communication... ...full closing, inside sales role. You will manage the entire sales process from prospect to... ...Actively engage in territory planning, relationship and opportunity development while driving...Remote workFlexible hoursShift work- ...dynamic and highly motivated sales professional with a passion to... ...customers businesses – both financially and operationally. Great opportunity... ...be a genuine, customer service oriented individual who wants... ...the operations and account management teams for optimal customer satisfaction...InternshipLive inLocal areaRemote work
- ...looking for a Sr. Account Executive to grow revenue through inbound sales, targeted outbound outreach, and expansion within assigned... ...Lead discovery and tailored demos, establish business value, and manage follow-up, proposals, negotiation, procurement, and closing. Identify...Flexible hoursWeekend work
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