Client Relationship Manager Castlewatch WealthClient Relationship ManagerGlendale, California$33.65–$52.88 / hourAt Castlewatch Wealth, you will have the opportunity to build meaningful relationships with clients, work closely with experienced advisors, and expand your knowledge of financial planning and wealth management. This individual will play an important role in preparing for client meetings, managing service requests, processing applications, and ensuring that client needs are handled accurately and efficiently.
Relationship Manager IV - CRE Bkg BOK Financial CorpRelationship Manager IV - CRE BkgNewport Beach, CAThe Commercial Relationship Manager IV - Commercial Real Estate (CRE) is primarily responsible for making and servicing a wide variety of business and individual loans, both secured and unsecured, which are complex in nature. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.
Relationship Manager IV Bok FinancialRelationship Manager IVNewport Beach, CAThe Commercial Relationship Manager IV – Commercial Real Estate (CRE) is primarily responsible for originating and servicing a wide variety of commercial real estate investors and developers, which are complex in nature. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.
Client Relationship Manager View CleanersClient Relationship ManagerIrvine, CAAs the primary point of contact for clients, the Client Relationship Manager ensures that every customer interaction reflects View Cleaners' commitment to luxury garment care, professionalism, and personalized service. This position is ideal for someone who enjoys building relationships, leading people, solving problems, and helping grow a high-end service business.
Relationship Manager, Trust Counsel (Hybrid) First AmericanRelationship Manager, Trust Counsel (Hybrid)Santa Ana, CaliforniaFirst American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements. The position partners closely with trustees, beneficiaries, financial advisors, tax professionals, and wealth management teams to deliver exceptional client service and fiduciary solutions.
JPMorgan Private Client Relationship Manager - Irvine, CA JPMorgan Chase & CoJPMorgan Private Client Relationship Manager - Irvine, CAIrvine, CABuild a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach.
Sr Private Bank Relationship Manager Columbia BankSr Private Bank Relationship ManagerIrvine, CaliforniaThis position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee’s assessment of the consumer’s financial characteristics to a particular Bank MLO) for compensation or gain. This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited in acting as a Bank MLO for open-ended transactions (i.e., home equity lines of credit) only.
SVP, Relationship Manager Cathay General BancorpSVP, Relationship ManagerEl Monte, CA$175,000–$200,000 / yearReview clients accounts and portfolios in order to identify, evaluate, and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact Mickey Hsu, FVP Employee Relations Manager at 626-582-7370 or mickey.hsucathaybank.com.
Relationship Manager - VP or SVP level Customers Bancorp, Inc.Relationship Manager - VP or SVP levelCA$150,000–$250,000 / yearWhat You'll Do: We are seeking a highly motivated and experienced Relationship Manager at a Vice President or Senior Vice President level to join our Venture Banking team on the West Coast (San Francisco or San Diego area), dedicated exclusively to the Life Science and Healthcare sector. The Relationship Manager will serve as a trusted financial partner to founders, management teams, and venture capital investors - bringing deep sector expertise, a robust professional network, and a consultative approach to client development.
NewVice President, Relationship Manager JPMorgan Chase & CoVice President, Relationship ManagerLos Angeles, CAAs a Vice President, Relationship Manager on the Community Engagement team in Corporate Responsibility, you will report to the Community Engagement Regional Executive for West Region and serve as the firm's primary point of contact for influential stakeholders, including local policy organizations, advocates, grassroots and neighborhood organizations, and grasstops and civic groups. Working closely with internal colleagues from Government Relations, Global Philanthropy, Communications and lines of business, you will develop and drive strategies that build and sustain stakeholder relationships in support of the firm's policy, business and community goals.
NewSenior Associate, Relationship Manager JPMorgan Chase & CoSenior Associate, Relationship ManagerLos Angeles, CAAs a Senior Associate, Relationship Manager on the Community Engagement team in Corporate Responsibility, you will report to the Community Engagement Regional Executive for West Region and serve as the firm's primary point of contact for influential stakeholders, including local policy organizations, advocates, grassroots and neighborhood organizations, and grasstops and civic groups. Working closely with internal colleagues from Government Relations, Global Philanthropy, Communications and lines of business, you will develop and drive strategies that build and sustain stakeholder relationships in support of the firm's policy, business and community goals.
Middle Market Senior Relationship Manager Tri Counties BankMiddle Market Senior Relationship ManagerIrvine, CA$154,000–$220,000 / yearEstablished in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability. Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide.
Strategic Partner Relationship Manager Ultimate Staffing ServicesStrategic Partner Relationship ManagerIrvine, California$105,000–$155,000This role blends strategy, business development, and relationship management, working cross-functionally with internal teams and external partners (including carriers, digital platforms, agencies, and lead providers). The Manager, Strategic Partner Relationships is responsible for driving profitable growth by identifying, developing, and managing strategic partnerships that support customer acquisition and premium growth.
Wealth Management Client Relationship Manager Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Client Relationship ManagerPasadena, CA$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.
Business Banking Relationship Manager II Fifth Third BancorpBusiness Banking Relationship Manager IICA$71,100–$145,900 / yearThe base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
Business Banking Relationship Manager II (City of Industry) Fifth Third BankBusiness Banking Relationship Manager II (City of Industry)City of Industry, CaliforniaThe base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
NewSenior Relationship Manager, Franchise Finance Flagstar Bank NASenior Relationship Manager, Franchise FinanceCA$140,781.75–$239,461 / yearCredit Quality and Onboarding: Works with assigned portfolio managers to ensure pro-active monitoring of the credit quality of the portfolio through timely financial statement gathering, monitoring client's compliance with ongoing required reporting, properly analyzing financial information and taking or recommending appropriate corrective actions based on acceptable levels. The role serves as a trusted advisor to large and middle-market operators, leveraging deep industry expertise, market intelligence, and strong network connections to deliver tailored banking and credit solutions that align with the bank's risk framework, growth objectives, and capabilities.
Sr Relationship Manager, Advisory Northern TrustSr Relationship Manager, AdvisoryNewport Beach, CA$189,290–$331,200 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Manages assigned account base of sophisticated wealth management clients by working with client service team, clients and their professional advisors to develop a thorough understanding of the client's needs and goals.
Middle Market Relationship Manager Management Recruiters of SpokaneMiddle Market Relationship ManagerLos Angeles, CaliforniaResponsible for generating and servicing a wide variety of commercial loans and developing strong, low risk commercial relationships while maintaining quality customer service. Requires a bachelor’s degree and 8+ years’ experience with commercial lending, credit, underwriting, or other directly related experience.
Commercial Relationship Manager Fifth Third BankCommercial Relationship ManagerCosta Mesa, CaliforniaThe base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.