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US Browse · Los Angeles · Relationship Manager

Relationship Manager in Los Angeles

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Business Relationship Manager South Orange County Ca, Assistant Vice President
Work From Home With CiCi
Irvine, California, United States
Full time
Base: $94,000.00 - $141,000.00; bonus/equity: disc...
Hybrid
5-8 years of professional experience
2-5 years banking experience preferred
Strong consulting and analytical skills
The Business Banker is responsible for proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales opportunities in an assigned Area
New arrival·2 days ago
Managing Director, Investment Counselor, Orange County
Citi
Costa Mesa, California, United States
Full time
Base: $250,000 - $500,000; bonus/equity: discretio...
Not specified.
15+ years investment experience
Ultra-high net worth client management
Advanced judgment and quantitative analysis
The role focuses on building and managing relationships with ultra-high net worth clients at Citi Private Bank
New arrival·2 days ago
Business Relationship Manager South Orange County Ca, Assistant Vice President
Citi
Irvine, California, United States
Full time
Base: $94,000.00 - $141,000.00; bonus/equity: disc...
Not specified
5-8 years of professional experience
2-5 years banking or business banking experience
Strong consulting and analytical skills
The role requires proactively sourcing and retaining customer relationships while maximizing sales opportunities in an assigned area
New arrival·2 days ago
Market Client Relationship Manager
Bank of America
Los Angeles, CA, US
Full time
Base: $115,000.00 - $160,000.00 annualized; bonus:...
Onsite
+5y experience
Series 7 series 66 series 9 series 10 licenses
5+ years professional experience in finance
Expert knowledge of regulatory requirements
The Market Client Relationship Manager leads the service delivery model and wealth management banking strategy to drive business growth while minimizing risks
New arrival·2 days ago
Business Relationship Manager South Orange County Ca, Assistant Vice President
Citi
Irvine, California, United States
Base: $94,000.00 - $141,000.00; bonus/equity: disc...
**
5-8 years of professional experience
Strong consulting and analytical skills
Knowledge of credit structuring and processing
The role requires a Subject Matter Expert to lead sales activities across a broad area of assigned branches while supporting branch stakeholders
New arrival·2 days ago
Vice President, Commercial Relationship Manager
Bank of Montreal
Los Angeles, California, United States
Full time
Base: $122,400.00 - $228,000.00; bonus/equity: per...
10+ years relationship management experience
Corporate banking sales metrics expertise
Complex deal structuring and credit approval
The role facilitates bank growth by managing key client relationships and generating significant revenue through sales and syndications
5 days ago
Business Relationship Manager Ii - Assistant Vice President
JPMorgan Chase
Torrance, CA, United States
Not specified; not specified; not specified
**
3 years business banking experience
Business credit knowledge
Risk management protocols
You will manage a portfolio of 100-130 business clients with annual revenue between $1 million and $5 million
5 days ago
Business Relationship Manager I - Officer
JPMorgan Chase & Co.
Costa Mesa, CA, United States
On-site
+1y experience
1 year business banking experience
Knowledge of business credit products
Strong communication and relationship building
The role involves managing a portfolio of 100-130 business clients with annual revenues between $1 million and $5 million
5 days ago
Jpmorgan Private Client Relationship Manager, Vice President - Los Angeles, Ca
JPMorgan Chase & Co.
Los Angeles, CA, United States
Not specified; not specified; not specified
On-site
High net worth client relationship management
Deepening primary banking and investment relationships
Network building with referral sources
This role offers a unique opportunity to manage and maintain relationships with high-net-worth clients by earning trust and providing targeted financial advice
5 days ago
Business Relationship Manager Ii - Assistant Vice President
JPMorgan Chase & Co.
Torrance, CA, United States
**
3 years business banking experience
Knowledge of business credit and risk management
Proficiency in ms office tools
The role involves managing a portfolio of 100-130 business clients with annual revenues between $1 million and $5 million
5 days ago
Business Relationship Manager I - Officer
JPMorgan Chase
Costa Mesa, CA, United States
**
+1y experience
1 year business banking experience
Knowledge of business credit products
Strong communication and relationship building
The role involves managing a portfolio of 100-130 business clients with annual revenues between $1 million and $5 million
5 days ago
Jpmorgan Private Client Relationship Manager, Vice President - Los Angeles, Ca
JPMorgan Chase
Los Angeles, CA, United States
Not specified; not specified; not specified
On-site
High net worth client relationship management
In-person client calls and networking
Holistic goals-based planning approach
This role offers a unique opportunity to manage and maintain relationships with high-net-worth clients by earning trust and delivering exceptional service
5 days ago
Citi Wealth at Work - Deposits and Treasury Management Specialist
Citigroup
Beverly Hills, California, United States
Base: $182,400.00 - $273,600.00; bonus/equity: dis...
**
+10y experience
10 years cash management experience
Consultative sales approach
Treasury management product knowledge
This role involves partnering with Wealth Banker teams to generate new business from institutional law firm clients
5 days ago
Large Corporate Treasury Management Officer Iii
Fifth Third Bancorp
Costa Mesa, California, US
Full time
Base: $96,500.00 - $207,500.00 usd annual; bonus/e...
+6y experience
Treasury management sales experience
Client relationship building skills
Working capital solution expertise
The role is responsible for business development including new client acquisition, cross-sell, and client retention within the treasury management sector
7 days ago
Commercial Middle Market Relationship Manager
Fifth Third Bancorp
El Segundo, California, US
Full time
Base: $121,900.00 - $262,100.00 usd annual; bonus/...
+10y experience
10 years commercial banking experience
Formalized commercial credit training
Financial statement analysis skills
This role is responsible for profitable business development and managing a portfolio of companies with annual gross sales between $10 million and $500 million
7 days ago
Treasury Management Officer Iii
Fifth Third Bancorp
Los Angeles, California, US
Full time
Base: $96,500.00 - $207,500.00 usd annual; bonus/e...
+6y experience
Treasury management product knowledge
Working capital solutions expertise
Client pipeline management using crm
This role is responsible for driving revenue growth and client retention through business development and strategic consultation on treasury solutions
7 days ago
Relationship Manager, Business Cards & Payments - Acquisitions (irvine, Huntington Beach, Corona)
Capital One Financial
Irvine, CA, US
Full time
Base: $100,000 - $135,000; bonus/equity: performan...
+5y experience
3 years of sales experience
Outside customer sales experience
Cold calling c-suite executives
The role involves building long-term relationships with small and mid-sized business owners to optimize their financial management and profitability
8 days ago
Client Manager, Avp Investment Trading - Charles River Development
STATE STREET
Irvine, CA, US
Full time
Base: $90,000 - $157,500 annual; bonus/equity: eli...
Onsite
+5y experience
Solid front-office trading workflows knowledge
5 years financial services software experience
Strong communication and presentation skills
The Client Manager will serve as a trusted advisor and direct point of contact for strategic clients, ensuring satisfaction, retention, and growth
9 days ago
Treasury Management Officer I
PNC Bank
Los Angeles, CA, US
Full time
Base: $103,500.00 – $172,500.00; bonus/equity: inc...
+3y experience
Client relationship management
Financial analysis skills
Sales negotiation abilities
This role focuses on growing sales, revenue, and market share by managing relationships with new and existing clients in a book of business
9 days ago
Wealth Relationship Manager Safe Act - Irvine
Work From Home With CiCi
Irvine, California, United States
Full time
Base: $83,920.00 - $125,880.00; bonus/equity: disc...
+8y experience
5-8 years of professional experience
Strong analytical and financial skills
Excellent verbal and written communication
The role focuses on identifying and deepening relationships with affluent and High Net Worth clients to increase wallet share through holistic financial solutions
9 days ago
Managing Director, Investment Counselor, Orange County
Work From Home With CiCi
Costa Mesa, California, United States
Full time
Base: $250,000 - $500,000; bonus/equity: discretio...
15+ years investment experience
Ultra-high net worth client management
Advanced investment analysis skills
The role focuses on building and managing relationships with ultra-high net worth clients to optimize their investment needs
9 days ago
Market Client Relationship Manager
Merrill Wealth Management / Bank of America
Los Angeles, CA, US
Full time
Base: $115,000.00 - $160,000.00 annualized; bonus:...
Onsite
+5y experience
Series 7 series 66 series 9 series 10 licenses
5+ years professional experience in finance
Expert knowledge of regulatory requirements
This role is responsible for leading the overall service delivery model and wealth management banking strategy to drive business growth while minimizing risks
9 days ago
Relationship Manager (woodbridge, Ct)
Mercer Advisors
Woodbridge, CT, US
Base: $68,000 - $80,000 usd; bonus/equity: eligibl...
On-site
Strong understanding of wealth management processes
Proven ability to manage complex client relationships
Proficiency in crm systems and workflow tools
Mercer Advisors is an independent fiduciary ranked #1 RIA Firm by Barron's for two consecutive years
10 days ago
Relationship Manager (woodbridge, Ct)
Mercer Global Advisors
Woodbridge, CT, US
Base: $68,000 - $80,000 usd; bonus/equity: eligibl...
**
Strong understanding of wealth management processes
Proven ability to manage complex client relationships
Proficiency in crm systems and workflow tools
The Relationship Manager serves as a strategic liaison between clients and internal teams to ensure service excellence
10 days ago
Vice President, Commercial Relationship Manager
BMO Financial Group
Los Angeles, California, United States
Full time
Base: $122,400.00 - $228,000.00; bonus/equity: per...
10+ years relationship management experience
Corporate banking sales metrics expertise
Complex deal structuring and credit approval
This role facilitates bank growth by managing key client relationships and generating significant revenue through sales and syndications
11 days ago

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Relationship Manager in Los Angeles

Business Relationship Manager South Orange County Ca, Assistant Vice President

Managing Director, Investment Counselor, Orange County

Business Relationship Manager South Orange County Ca, Assistant Vice President

Market Client Relationship Manager

Business Relationship Manager South Orange County Ca, Assistant Vice President

Vice President, Commercial Relationship Manager

Business Relationship Manager Ii - Assistant Vice President

Business Relationship Manager I - Officer

Jpmorgan Private Client Relationship Manager, Vice President - Los Angeles, Ca

Business Relationship Manager Ii - Assistant Vice President

Business Relationship Manager I - Officer

Jpmorgan Private Client Relationship Manager, Vice President - Los Angeles, Ca

Citi Wealth at Work - Deposits and Treasury Management Specialist

Large Corporate Treasury Management Officer Iii

Commercial Middle Market Relationship Manager

Treasury Management Officer Iii

Relationship Manager, Business Cards & Payments - Acquisitions (irvine, Huntington Beach, Corona)

Client Manager, Avp Investment Trading - Charles River Development

Treasury Management Officer I

Wealth Relationship Manager Safe Act - Irvine

Managing Director, Investment Counselor, Orange County

Market Client Relationship Manager

Relationship Manager (woodbridge, Ct)

Relationship Manager (woodbridge, Ct)

Vice President, Commercial Relationship Manager