NewPrivate Client Relationship Manager First Horizon BankPrivate Client Relationship ManagerBirmingham, ALHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. The PCRM delivers full balance sheet advice through a team-based approach, providing customized banking, lending, and wealth solutions aligned with First Horizon's commitment to excellence in client service.
Client Relationship Manager Charles SchwabClient Relationship ManagerBethesda, MDYou will assistthe Branch Manager and sales/support staff with meeting our clients’ needs, resolving customer escalations, helping to deepen both internal and external client relationships, and acting as the Branch Manager in their absence. You are the first point of contact at the branch and will work cross-functionally with other branch team members and partners across the firm to deliver exceptional experiences for our clients.
NewSenior Private Client Relationship Manager First Horizon BankSenior Private Client Relationship ManagerHouston, TXHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
REMOTE - Senior Tax Manager - Private Client Services JobotREMOTE - Senior Tax Manager - Private Client ServicesSan Jose, CARemote$140,000–$170,000 / yearWe serve over 5,000 clients across the U.S. — high-net-worth individuals and families, founders and tech executives, fund managers, real estate investors, and owner-operated businesses — each with complex, multi-layered tax needs that demand genuine expertise, not cookie-cutter compliance. We're one of the fastest-growing private client tax advisory firms in the country, built from the ground up to do what legacy firms simply can't: deliver proactive, year-round, white-glove tax strategy powered by modern technology.
NewManager/Senior Manager, Business Tax Services - Private Clients KPMGManager/Senior Manager, Business Tax Services - Private ClientsBoston, MALicensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Responsibilities: Advise clients and be accountable for delivering high quality tax service and advice and play a key role in growing KPMG's private client tax practice, which focuses on ultra-high net worth individual, trust and estate clients.
Relationship Manager I (Commercial Real Estate) JobotRelationship Manager I (Commercial Real Estate)Lakewood, CA$120,000–$160,000 / yearActively manage a credit portfolio to ensure compliance with Bank, regulatory and credit requirements by reviewing and update all credit loan files and loan agreements to ensure that they are complete an accurate according to policy. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Sr. Relationship Manager JobotSr. Relationship ManagerCosta Mesa, CA$130,000–$210,000 / yearActively manage a credit portfolio to ensure compliance with Bank, regulatory and credit requirements by reviewing and update all credit loan files and loan agreements to ensure that they are complete an accurate according to policy. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewBusiness Development Manager JobotBusiness Development ManagerBridgeville, PA$135,000–$155,000 / yearThe Business Development Manager will be responsible for generating new opportunities, managing sales pipelines, developing strategic outreach efforts, and collaborating with internal technical and operational teams to deliver high-value solutions to clients. We are seeking a motivated and results-oriented Business Development Manager to drive new business acquisition and expand existing client relationships across industrial, commercial, healthcare, manufacturing, utilities, and municipal sectors.
NewCommercial Relationship Manager III First Horizon BankCommercial Relationship Manager IIICoral Gables, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions.
NewSenior Tax Manager / Tax Principal – High Net Worth Clients JobotSenior Tax Manager / Tax Principal – High Net Worth ClientsNew York, NY$200,000–$260,000 / yearJoin a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies while building deeper, long-term client relationships. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Tax Manager/Senior Tax Manager JobotTax Manager/Senior Tax ManagerEugene, OR$120,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role is responsible for managing client relationships, overseeing complex tax engagements, and mentoring staff, while playing an active role in the continued growth and development of the tax department.
Client Manager - Land Development JobotClient Manager - Land DevelopmentGreenwood Village, CO$150,000–$175,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Proactively develop new and existing client relationships, marketing JR's full suite of services to public and private clients, industry partners, and vendors.
Client Account Manager MCL Talent PartnersClient Account ManagerOVERLAND PARK, KS$49,200–$89,800 / yearYou will work directly with local business owners and their employees to educate them on voluntary benefit options, support enrollment meetings, and build ongoing client relationships. This is a full-time, client-facing role for motivated, coachable professionals who want to build a long-term career in benefits sales with clear advancement potential.
AVP, Relationship Manager Enterprise Bank and TrustAVP, Relationship ManagerClayton, MODevelop and maintain comprehensive knowledge of all commercial products including loans, cash management, and deposits to facilitate cross-selling in order to enhance the client experience. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live.
Relationship Manager, AS Relationship Management Charles SchwabRelationship Manager, AS Relationship ManagementSan Francisco, CARemote$106,500–$146,500 / yearSchwab Advisor Services( opens in new window), the industry leader of custodial, operational, trading, product, and technology solutions for independent fee-based investment advisors (RIAs) is seeking an innovative, results-driven individual to serve as Relationship Manager in the Greater San Francisco Bay region. As a Relationship Manager, you will effectively coordinate with Service to proactively anticipate client needs and resolve situations as they occur and work closely with other business partners across the organization to support the education and adoption of Wealth Management Services.
Project Manager/Senior Project Manager (Design Build) JobotProject Manager/Senior Project Manager (Design Build)Beloit, WI$95,000–$145,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With a diverse portfolio spanning commercial, industrial, institutional, and specialty projects, this company takes pride in its reputation for integrity, craftsmanship, and client-focused service.
NewManager or Senior Manager, Financial Services Valuation (NYM) KPMGManager or Senior Manager, Financial Services Valuation (NYM)Los Angeles, CA$120,745–$243,915 / yearResponsibilities: Manage and deliver valuation services related to a variety of financial assets and liabilities in the financial services industry (including banking, specialty lending, insurance, fintech, Insurtech, and asset management) including individual loans and portfolios of commercial real estate (CRE) loans, residential mortgages, commercial & industrial (C&I) loans, construction loans, auto loans, other consumer loans, specialty finance products, and more. Perform and/or review detailed cash flow modeling for mortgage and other loan portfolios, incorporating key credit loss, prepayment, and discount rate assumptions; analyze and interpret large, complex loan-level datasets (e.g., loan tapes, servicing and performance data) and translate findings into valuation inputs and conclusions.
NewSenior Tax Manager JobotSenior Tax ManagerHouston, TX$110,000–$150,000 / yearA significant portion of this role will focus on advising high-net-worth individuals, families, trusts, and business owners, while also supporting a diverse client base across closely held businesses, real estate, professional services, manufacturing, construction, and private investment entities. Our team serves a diverse client base spanning privately held businesses, real estate investors, construction and manufacturing companies, professional service firms, family offices, and affluent individuals.
CRE Relationship Manager IV Amerant BankCRE Relationship Manager IVPlantation, FLMaintains and ensures high quality loan portfolio though the support of underwriting and portfolio management team by monitoring loan policy exceptions, ongoing review of credits, loan covenant compliance, and site inspections. Excellent knowledge of local Real Estate industry; expert real estate credit skills; financial statement analysis, real estate construction and credit structuring.
Client Accounting Manager Vaco LLCClient Accounting ManagerFranklin, TN$70,000–$90,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.