Wealth Financial Advisor Relationship Manager CAPTRUSTWealth Financial Advisor Relationship ManagerAlexandria, VirginiaIn this role, the Wealth Financial Advisor Relationship Manager will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST’s investment philosophy. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
Physician Relationship Manager Sentara HospitalsPhysician Relationship ManagerWoodbridge, VirginiaOur clinical services include advanced imaging, cancer services, cardiovascular care, emergency care, lab services, orthopedics, weight loss services and more, all powered through Sentara eCare®, a comprehensive electronic medical record system. In addition to our hospital, Sentara Health is enhancing access to healthcare services in Northern Virginia with outpatient and imaging centers in Lake Ridge, Lorton, Springfield and Alexandria, Va.
High School Relationship & Recruitment Manager, UK University Partners - Northeast USA Kaplan, Inc.High School Relationship & Recruitment Manager, UK University Partners - Northeast USAWashington, DCRemote$60,000–$80,000 / yearContribute to Kaplan's success by building and managing strategic relationships with high schools, college counsellors, and school districts across the United States, with the primary focus of recruiting students into undergraduate and pathway programs at Kaplan's partner universities in the United Kingdom. Through our academic partnerships with leading universities, our expertise in student recruitment, our exceptional teaching and a focus on customer service and pastoral care, each year we are proud to welcome thousands of students from more than 100 countries onto our programmes.
High School Relationship & Recruitment Manager, UK University Partners - West Coast USA Kaplan, Inc.High School Relationship & Recruitment Manager, UK University Partners - West Coast USAWashington, DCRemote$60,000–$80,000 / yearContribute to Kaplan's success by building and managing strategic relationships with high schools, college counsellors, and school districts across the United States, with the primary focus of recruiting students into undergraduate and pathway programs at Kaplan's partner universities in the United Kingdom. Through our academic partnerships with leading universities, our expertise in student recruitment, our exceptional teaching and a focus on customer service and pastoral care, each year we are proud to welcome thousands of students from more than 100 countries onto our programmes.
Relationship Manager Development Program - Global Commercial Banking – Healthcare, Education, Not-for-Profit (Washington, DC) Bank of AmericaRelationship Manager Development Program - Global Commercial Banking – Healthcare, Education, Not-for-Profit (Washington, DC)WashingtonThe Healthcare, Education and Not-For-Profit Group (“HENFP") is unique in that our client teams are dedicated to adding value by providing specialized products and solutions to Not-for-Profit Healthcare (hospitals, health systems and insurance providers), Private Higher Education, and Not- For- Profits (charitable, cultural, social and leading Non-Governmental organizations); with annual revenues starting at $50 million and with no upper limit on revenue size of those organizations (the largest exceed $20 billion in annual revenue). Key responsibilities include acquiring and managing a portfolio of Healthcare, Education and Not-For-Profit clients and prospects, generating new and incremental business, acting as a trusted advisor, and delivering integrated financial solutions by collaborating with internal partners.
Manager, Physician Engagement and Relationship Strategy (Hybrid) - Siteman Cancer Center Washington University in St LouisManager, Physician Engagement and Relationship Strategy (Hybrid) - Siteman Cancer CenterWashingtonAudience Segmentation, Business Development, Business Intelligence Tools, Client Relations, CRM Campaign Management, Cross-Functional Collaboration, Customer Relationship Management (CRM) Software, Data Analytics, Digital Advertising, Digital Engagement Strategy, Growth Marketing, Growth Strategies, Healthcare Consulting, Healthcare Environments, Healthcare Operations, Marketing Analytics, Market Intelligence, Network Development, Patient Referrals, Physician Engagement, Physician Marketing, Referral Development, Relationship Building, Strategic Decisions Grade . Helps operationalize a modern physician engagement model that integrates provider relationship management, CRM strategy, referral communication workflows, engagement analytics, provider segmentation, and operational coordination to strengthen referral partnerships, improve provider experience, and support oncology network growth.
Senior Client Relationship Manager, Employee Benefits - Potential For Hybrid Work Hub InternationalSenior Client Relationship Manager, Employee Benefits - Potential For Hybrid WorkWashington, DC$95,000–$125,000 / yearJob Responsibilities: Serve as the primary day-to-day contact for assigned client accounts, building trusted, long-term relationships by maintaining a thorough understanding of each client's business, insurance objectives, and employee benefits program. Lead open enrollment planning and execution, including the development of employee communications, presentations, and carrier coordination; conduct client meetings and presentations independently in the absence of the Producer.
VP, Portfolio Relationship Manager, CRE Banc of CaliforniaVP, Portfolio Relationship Manager, CREChevy Chase, MarylandAs the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses.
Senior Business Banking Relationship Manager - Greater Northern Virginia Bank of AmericaSenior Business Banking Relationship Manager - Greater Northern VirginiaMcLean, VirginiaCollaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists.
Business Banking Senior Relationship Manager - Washington D.C. Market Bank of AmericaBusiness Banking Senior Relationship Manager - Washington D.C. MarketWashingtonCollaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Business Banking Relationship Manager - McLean, VA Bank of AmericaBusiness Banking Relationship Manager - McLean, VAMcLean, VirginiaKey responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Business Banking Relationship Manager - Washington, D.C. Metro Bank of AmericaBusiness Banking Relationship Manager - Washington, D.C. MetroWashingtonKey responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Business Banking Senior Relationship Manager-McLean, VA Bank of AmericaBusiness Banking Senior Relationship Manager-McLean, VAMcLean, VirginiaCollaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists.
Business Banking Relationship Manager- Maryland/Washington, DC Bank of AmericaBusiness Banking Relationship Manager- Maryland/Washington, DCWashingtonKey responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Dealer Relationship Manager(MD/VA) Axos BankDealer Relationship Manager(MD/VA)MarylandDevelop, manage and maintain productive relationships with qualified new car franchisees and select independent automobile dealership personnel to achieve the production, efficiency and profitability objectives of the assigned area of responsibility. Base Salary: $70,000/YR & Commission average: $2,000-3,000/Month based on performance Leads all aspects of customer contact and customer service for auto lending products/services in assigned territory.
Wholesale Relationship Specialist IV (Reston) Atlantic Union BankWholesale Relationship Specialist IV (Reston)Reston, VATeam members in this role directly interact with Wholesale Banking clients and closely collaborate with Wholesale Banking Relationship Managers, Credit Portfolio Managers, Treasury Management, Loan Services, and other bank personnel to efficiently originate and service loans and deposit accounts in the assigned portfolio(s). Maintains a strong working knowledge of specialized loans, including but not limited to modified builder lines, low income housing tax credit loans (LIHTC), asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities to serve as a subject matter expert to others.
Wholesale Relationship Specialist IV (Reston, Leesburg, Or Rockville) Atlantic Union BankWholesale Relationship Specialist IV (Reston, Leesburg, Or Rockville)Reston, VATeam members in this role directly interact with Wholesale Banking clients and closely collaborate with Wholesale Banking Relationship Managers, Credit Portfolio Managers, Treasury Management, Loan Services, and other bank personnel to efficiently originate and service loans and deposit accounts in the assigned portfolio(s). Maintains a strong working knowledge of specialized loans, including but not limited to modified builder lines, low income housing tax credit loans (LIHTC), asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities to serve as a subject matter expert to others.
WM Client Relationship Consultant Teachers Insurance and Annuity Association of America (TIAA)WM Client Relationship ConsultantFairfax, VA$71,300–$80,500 / yearWealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.
Wholesale Relationship Specialist III Atlantic Union BankWholesale Relationship Specialist IIIRockville, MDTeam members in this role directly interact with Wholesale Banking clients and closely collaborate with Wholesale Banking Relationship Managers, Credit Portfolio Managers, Treasury Management, Loan Services, and other bank personnel to efficiently originate and service loans and deposit accounts in the assigned portfolio(s). Collects information and/or documentation to comply with BSA/AML requirements for customer identification, customer due diligence, and beneficial ownership information including entity organizational documents, orders OFAC and Identity Verification searches, and completes associated quality assurance to ensure compliance with state and federal regulations and Bank policies and procedures.
Retirement Plan Manager United Bank, Inc.Retirement Plan ManagerWashington, DC$111,709–$195,491 / yearThe ideal candidate will work in conjunction with wealth advisors across our footprint to attract and onboard new business, while operating in a semi-autonomous and entrepreneurial environment to maintain a sales and client-centered focus. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs.