Relationship Manager - San Francisco, CA
$125kDoubleLine
Relationship Manager - San Francisco, CA
The Relationship Manager, External Wholesaler, is responsible for new business development in the San Francisco region for both the Independent Broker Dealer and Wirehouse Channels. This person will be responsible for marketing a suite of fixed income, equity and global asset allocation funds and a suite of ETFs. The region includes Northern California, Oregon, Washington, and Alaska. The ideal candidate would reside in the San Francisco Bay Area.
Job Functions
- Drive Net New Assets through proactive advisor engagement and relationship development
- Represent DoubleLine products and strategies to advisors throughout territory
- Develop an annual business plan detailing the necessary strategies, tactics, and resources to achieve stated objectives
- Travel across a large territory 3-4 days per week
- Develop, build and maintain relationships with key financial advisors within a focus list of clients and prospects
- Track all meetings and sales events through CRM system (Salesforce.com)
- Present pre-approved sales presentations in a highly professional manner to a variety of audiences
- Maintain close working relationship with Advisor Consultant (Internal Wholesaler) and other key firm staff to promote sales activity and service clients
- Keep abreast of the current economy, global markets, fund performance and future outlook
Qualifications
- Bachelor's degree, preferably in marketing or a finance-related major
- Ability to thrive in an independent, challenging and collaborative environment
- Minimum of 5 years in the investment management industry and 3 years as an external wholesaler
- Series 7 and 63 licenses
- Demonstrated success selling mutual funds, ETFs and alternative products
- Existing relationships within territory
- Knowledge of the investment management industry and key portfolio management concepts
- Understanding of various broker-dealer platforms
Base Salary Range The estimated base salary for this position is $125,000. In addition to base salary, this position is eligible for an annual discretionary bonus, plus a comprehensive benefits package.
DoubleLineVacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Relationship Manager - San Francisco, CA in Los Angeles, CA vacancy
$143.28k - $214.92k
...Associate Director Regional Marketing - San Francisco, CA PURPOSE As part of the field-... ...: Establish and maintain TL relationships in the field of cardiovascular-renal-metabolic... ...collaboration with the Area General Manager (AGM), contribute to & inform sentiment...SuggestedWork at officeLocal areaWeekend workAfternoon shiftBayer
Santa Monica, CA1 day ago- Travel RN Case Manager - San Pedro, CA | 5x8 Days | Acute Care | InterQual REQUIRED Case Management | Utilization Review | Discharge Planning POSITION OVERVIEW This assignment is ideal for experienced inpatient Case Managers who are confident managing high caseloads,...SuggestedHourly payContract workWeekend workDay shift
$80k - $90k
Overview General Manager - Tartine Bakery (Encino Opening / Fall 2026) Pay: $80,000 - $90,000 per year Location: Encino, CA Job Summary Promote, work, and act in a manner consistent with Tartine's mission. Responsible for all aspects of the restaurant, the general manager...SuggestedShift workWeekend work- ...captivate, and inspire audiences. The Role We’re looking for a PR Manager to help build HeyGen’s reputation as a leading company in AI‑... ...the function scales. What You’ll Do Media Relations Build relationships with journalists, editors, and influential newsletters...SuggestedFull timeFor contractorsRemote work
- Job Description Geography: San Francisco, CA; Los Angeles, CA; San Diego, CA; Portland, OR; Seattle... ...insight reporting. Build and maintain relationships with regional and national KOLs in... ...meetings and partner with area sales manager and marketing to facilitate and/or present...SuggestedWork at officeWork from homeHome office
$109.9k - $125.4k
Dealer Success Manager - LA, North Orange & San Bernardino Counties As a Dealer Success Manager, you operate... ...in Capital One’s technology and relationship evolution. We are seeking... ...of the New York Correction Law; San Francisco, California Police Code Article 49,...Full timePart timeLocal area$89.25k - $105k
Relationship Manager I, UHNW (Los Angeles, CA) Los Angeles, CA - LA Century City Job Summary Our Regis Group serves ultra‑high‑net‑worth families ($25M+). As the primary relationship manager, you will deliver a boutique, highly intimate service experience backed by a national...Temporary workWork at officeLocal areaHome officeMonday to Friday$80.75k - $95k
...Relationship Manager (Los Angeles, CA) LA Century City Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$89.25k - $105k
...Relationship Manager I, UHNW (Los Angeles, CA) LA Century City The Relationship Manager is a key member of the Client's Wealth Management Team. They work collaboratively with Regis Wealth Advisors and Wealth Solution Specialists on the following: a) ensuring world...Temporary workWork at officeLocal areaMonday to Friday$60k - $73k
...Aon is Looking for an Account Manager I! Are you seeking to be... ...out of our Los Angeles, CA office. Aon is in the business... ...effective and positive relationships with clients. Serves independently... .... For positions in San Francisco and Los Angeles, we will consider...Full timeTemporary workPart timeWork at officeLocal areaFlexible hoursAon
Los Angeles, CA2 days ago- ...AmeriCredit Dealer Relationship Manager - (Los Angeles, CA) Job Description Why AmeriCredit? We've spent the past 30+ years creating a culture that's second to none in the auto finance industry. Other employers only talk about their culture, we actually live it every day...Work at officeWork from home
GM Financial
Los Angeles, CA16 hours ago $168k - $205k
Private Banking Relationship Manager in Los Angeles, CA. Essential Functions Acts as the principal account and relationship manager for new and existing clients. Focuses on generating, managing and servicing a portfolio of clients. Responsible for generating, retaining...Work experience placementLocal areaFlexible hours$220k - $350k
...Senior Relationship Manager Corporate Title: Director Location: San Francisco or Los Angeles, CA Deutsche Bank's Wealth Management business is one of the largest wealth managers worldwide and we offer our clients a broad range of traditional and alternative investment...Work at officeWork from homeWorldwide$190k - $240k
AI Deployment Manager - San Francisco Technical Success - San Francisco Apply now (opens in a new window) Overview OpenAI’s AI Deployment... ...criminal history may have a direct, adverse and negative relationship with the following job duties, potentially resulting in the...Work at officeRelocation packageShift work- ...Surety Underwriting Manager Philadelphia Insurance Companies, a member of the... ...join our team in either our Pasadena, CA, Mission Viejo, CA or San Diego, CA offices! Summary:... ...objectives for business development and relationship building in the underwriting roles....
- ...spanning four decades, Action Property Management has become the premier choice for... ...profile, luxury residential communities in San Francisco and Los Angeles. These are leadership... ...professionals who excel in operations, client relationships, and building strong, service-driven...Local area
Action Property Management
Los Angeles, CA1 day ago $107k - $129.9k
...Public Relations Manager Job Locations US-MN-Minneapolis | US-MA-Boston | US-DC-Washington | US-CA-Santa Monica | US-CA-San Francisco Job ID 2026-3398 Category... ...storytelling, build and manage relationships with media contacts and influencers...Full timeTemporary workWork experience placementWork at officeLocal area3 days per weekHGA
Santa Monica, CA1 day ago$80k - $85k
...Sales Account Executive (Los Angeles, CA) For 41 years, Rewards Network has been... ...sales through the process. Build lasting relationships with new leads and existing customers,... ...with internal teams, such as account managers and revenue operations, to ensure both individual...Temporary workLocal areaFlexible hoursRewards Network
Los Angeles, CA3 days ago- ...years is currently seeking a Sales Executive to support the greater Century City, CA. As a Sales Executive you will be responsible for outside business-to-business (B2B) sales, managing the entire sales cycle, gaining new market share, and growing existing accounts. This...Full timeWork at office
Xerox
Los Angeles, CA4 days ago - ...years is currently seeking a Sales Executive to support the greater Century City, CA. As a Sales Executive you will be responsible for outside business-to-business (B2B) sales, managing the entire sales cycle, gaining new market share, and growing existing accounts. This...Full timeWork at officeLocal area
Xerox
Culver City, CA2 days ago $140.78k - $239.46k
Position Title Senior Relationship Manager - Fund Finance Location Palo Alto, CA 94301 Job Summary The Senior Relationship Manager will be responsible for building... ...Chance Initiative for Hiring Ordinance, and the San Francisco Fair Chance Ordinance, as applicable. #J-18808-...Work at officeLocal area$82.01k - $90.21k
...areas that energize and excite you. Drive Growth, Build Relationships, and help us Redefine Chemical Distribution! Today's... ...problem-solver to join our team as a Sales Account Manager in our Los Angeles, CA location. OurSales Account Managers are responsible for...Univar
Commerce, CA16 hours ago$125k - $147k
...Territory: Thousand Oaks, CA - Psychiatry... ...: Ventura, Malibu, and San Fernando SUMMARY:... ...As a Psychiatry Account Manager, you lead the promotion... ...internal and external relationships based on customer needs... ...Employers, and the San Francisco Fair Chance Ordinance....Work at officeLocal areaFlexible hoursLundbeck
Sherman Oaks, CA16 hours ago$133k - $179k
...stand for our values, building long-term relationships, serving society, and fostering shared... ...Job Summary ** :** As a Relationship Manager (“RM”), the individual is responsible... ...state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of...Interim roleWork at officeLocal areaRemote workOverseas- Commercial Relationship Manager – Los Angeles, CA – Job # 2285 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & San Antonio, TX. Our nationally unique value proposition centers around providing the very best available banking...
$80k - $110k
...Account Executive - Matterport - Los Angeles, CA Job Description CoStar Group is a... ...Real Estate, Retail, Facilities Management, and Hospitality. With a solid track record... ...business value to the client Great at building relationships and working within a team-selling...Full timeWork at officeCoStar Realty Information, Inc.
Los Angeles, CA4 days ago$162k - $230k
AI Deployment Manager - Pilots - San Francisco Technical Success - San Francisco Apply now (opens in a new window) About the Role The AI Deployment... ...history may have a direct, adverse and negative relationship with the following job duties, potentially resulting in...Work at office$20 - $25 per hour
...you looking to take a step towards building your restaurant manager career, instead of just working a job? We need... ...for this full-service restaurant management position in San Fernando Valley, CA As a Restaurant Manager , your experience and leadership...HHB Restaurant Recruiting
Los Angeles, CA5 days ago- ...Position Location: Culver City, CA office. We follow an office... ...VIP engagement strategies. Manage day‑to‑day communication with... ...updated contact lists and relationship databases. Product Seeding &... ...knowledge For Los Angeles or San Francisco applicants: POP MART is required...Work at officeLocal areaWorldwideFlexible hours
- ...Key Account Manager - Hematology - Southern CA Territory The EVERSANA/Citius Oncology Key Account Manager, will manage a defined geography to... ...assigned territory. Establish and maintain professional relationships with targeted medical centers, pharmacies, physicians,...Local area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Manager - San Francisco, CA. Be the first to apply!
Related searches
- relationship manager work from home Los Angeles, CA
- wealth management relationship manager Los Angeles, CA
- external relations director Los Angeles, CA
- relationship manager Los Angeles, CA
- provider relations manager Los Angeles, CA
- global relationship manager Los Angeles, CA
- IT business relationship manager Los Angeles, CA
- relationship marketing manager Los Angeles, CA
- industry relations manager Los Angeles, CA
- patient relations manager Los Angeles, CA