Relationship Manager, Global Equity - VP Morgan StanleyRelationship Manager, Global Equity - VPPurchase, NY$110,000–$185,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Corporate and Institutional Solutions (CIS) is a division within Morgan Stanley Wealth Management comprised of Corporate & Digital Solutions, Morgan Stanley @ Work, Virtual Client Solutions, Reinvestment, and Strategic Client Management.
Senior Relationship Manager Canadian Imperial Bank of CommerceSenior Relationship ManagerNew York, NY$175,000–$250,000 / yearBusiness Development, Client Service, Customer Experience (CX), Ensure Compliance, Group Problem Solving, Investment Advising, People Management, Profitability Management, Risk Management and Mitigation, Wealth Management. You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategies, while actively building the client base through networking, community involvement, and exceptional relationship management.
Banking Relationship Manager LeafLink, IncBanking Relationship ManagerNY$60,000–$65,000 / yearLeafLink was named one of Inc. 5000's 'Top 5000 Fastest-Growing Private Companies'; one of Fast Company''s ''Top 10 Most Innovative Companies in Enterprise for 2020'', joining the ranks of Amazon, Slack, and VMWare; one of Built In NYC''s ''Best Places to Work in 2021''; 2024 Fast Company's Best WorkPlaces for Innovators for Banking, Finance, and Fintech category; 2024 Green Market Report Award for Best Fintech in cannabis - and we''re just getting started! Dama Financial by LeafLink is seeking a Relationship Manager to serve as the primary point of contact for cannabis industry clients, fostering strong relationships while supporting their banking and financial service needs.
Client Relationship Manager - VP - Workplace Solutions JPMorgan Chase & CoClient Relationship Manager - VP - Workplace SolutionsJersey City, NJWith a diverse client base of over 2000 corporate clients, ranging from early-stage start-ups to established multinational corporations, JPMWS manages nearly $370 billion in assets for 1.8 million corporate employee participants. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Business Relationship Manager Senior Not for Profit- Vice President JPMorgan Chase & CoBusiness Relationship Manager Senior Not for Profit- Vice PresidentSaddle Brook, NJChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Build relationships by calling on existing clients to truly understand their organizations/institutions and analyze product and service growth opportunities and ensure profitability of Government Not-for-Profit portfolio.
Senior Relationship Manager - LATAM Deutsche Bank AGSenior Relationship Manager - LATAMNew York, NY$220,000–$415,000 / yearYour primary focus is on growth - increasing "wallet share" through cross-selling and attraction of new clients and identifying sales initiatives based on expert knowledge of the market, industry, and Wealth Management's capabilities (products and services). As the Relationship Manager you will offer value-added client solutions and demonstrate the ability to "close the deal"; you will have an understanding of capital markets and the use in wealth preservation and a technical skill set focused on comprehensive wealth management.
Business Relationship Manager Senior Deepening - Vice President JPMorgan Chase & CoBusiness Relationship Manager Senior Deepening - Vice PresidentSaddle Brook, NJManage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed. Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities.
Business Relationship Manager I Officer JPMorgan Chase & CoBusiness Relationship Manager I OfficerScarsdale, NYIdentify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs. Acquire, manage, and retain a portfolio of 100 - 130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.
Business Relationship Manager Senior - Deepening JPMorgan Chase & CoBusiness Relationship Manager Senior - DeepeningSaddle Brook, NJManage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed. Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities.
Business Relationship Manager I JPMorgan Chase & CoBusiness Relationship Manager Igreat neck, NYIdentify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs. Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.
Business Relationship Manager I - Officer JPMorgan Chase & CoBusiness Relationship Manager I - OfficerLawrence, NYIdentify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs. Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.
Vice President, Treasury Relationship Manager Sales FIG Mitsubishi UFJ Financial GroupVice President, Treasury Relationship Manager Sales FIGNew York, New YorkAdditionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. We are seeking a Treasury Relationship Manager to manage and grow a portfolio of Financial Institution clients, including large insurance companies, private equity firms, asset managers, hedge funds, exchanges, and payment networks.
Relationship Manager - NVE Ion BankRelationship Manager - NVEEnglewood, New JerseyProvide leadership and management to branch staff, ensuring operational efficiency, excellence in customer service, and the ongoing implementation of the sales process designed to deliver the Bank’s products and services to potential and existing customers while maximizing the branch's growth, competitiveness, and profitability. Formulate and execute plans for developing new business and growing existing relationships, including, but not limited to, site visits to existing clients, prospecting potential business customers, and other specific initiatives to support market growth.
Sr. Relationship Manager BBCN BankSr. Relationship ManagerFort Lee, NJIn addition to deposit/account colleagues as mentioned above, to maintain and cultivate an effective working relationship with Internal (credit administration, middle market lending credit staff, loan servicing and other departments) and External (borrowers, attorneys, and agent bank) stakeholders. in deposit gathering, and work with internal colleagues, to maximize earnings potential; and to formulate strategy to minimize the rate (if any) paid on deposits while providing the best possible product service.
Private Client Relationship Manager Citizens Financial Group IncPrivate Client Relationship ManagerStaten Island, NY$83,000–$104,000 / yearAs a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
Sr Relationship Manager KeyCorpSr Relationship ManagerTarrytown, NYRemote$128,000–$268,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Engaging clients in meaningful dialogue to uncover needs and deliver customized financial solutions that create measurable, sustainable value that aligns their needs with the bank's capabilities and strategic goals.
Account Relationship Manager - Greater Philadelphia Territory 1-800-Flowers.com IncAccount Relationship Manager - Greater Philadelphia TerritoryNYRemoteYou will help customers maximize their businesses through BloomNet's products, services, and programs while supporting long-term customer success, retention, account health, and revenue growth. BloomNet is seeking a driven and relationship-focused Account Relationship Manager to support and grow our network of florists throughout the Greater Philadelphia Territory, including Pennsylvania, Southern New Jersey, and Delaware.
Single Family Office Relationship Manager Brown Brothers Harriman & CoSingle Family Office Relationship ManagerNew York, NY$140,000–$190,000 / yearExercise sound, professional investment judgment on behalf of clients, while avoiding risks to the firm and demonstrate 100% adherence to the compliance requirements of the business, including Pitchbooks, Investment Policy Statements, Know Your Customer requirements, completing documentation and written records of meetings and discussions. Success will be measured by the individual's ability to engage qualified prospects, effectively collaborate with investment teams resulting in new business, consistently generate new leads to the pipeline, and cultivate strategically important relationships with family office centers of influence.
CRE Relationship Manager III Capital OneCRE Relationship Manager IIINew York, New YorkBusiness Development & Client Acquisition: Identify and engage high-value commercial real estate (CRE) prospects using Salesforce.com and external databases; actively participate in industry networking activities to drive origination growth aligned with CRE budget and asset/liability objectives. Additionally, the position involves running pricing/return risk models, developing internal credit memos, managing an active sales pipeline, and collaborating closely with underwriting, asset management, and credit risk teams to expand the bank’s footprint.
Relationship Manager, Enterprise Canoe IntelligenceRelationship Manager, EnterpriseNew York, New York$125,000–$155,000 / yearBy combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. The Relationship Manager’s role is to develop strategic relationships with key decision makers / C-Suite, ensure the successful adoption and overall health of clients, deliver value and ROI to clients, identify opportunities for growth, and own the client renewal process.