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Client Relationship Manager

SS&C Technologies - United States of America

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest insti...

Senior Relationship Manager

SS&C Technologies - Stirling, Scotland, United Kingdom

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest insti...

Senior Relationship Manager

SS&C Technologies - Stirling, Scotland, United Kingdom

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest insti...

Relationship Manager I

City National Bank - Walnut Creek, CA

RELATIONSHIP MANAGER I WHAT IS THE OPPORTUNITY? Responsible for managing a portfolio of business and personal relationships. Through proactive client profiling deepens client relationships by cross selling appropriate products and services. Develops new clients through referral sources and business development calling efforts. Actively engages in the sales process...

Relationship Manager Entertainment

City National Bank - Miami, FL

RELATIONSHIP MANAGER ENTERTAINMENT WHAT IS THE OPPORTUNITY? Develops and manages relationships with clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfoli...

Relationship Manager Senior

City National Bank - Irvine, CA

RELATIONSHIP MANAGER SENIOR WHAT IS THE OPPORTUNITY? This person is responsible for motivating, coaching, directing, and managing the branch sales process including establishing goals and objectives and monitoring results. This includes results from both the Relationship Managers who report to them, their own portfolio growth and development, and referrals and cro...

Relationship Manager I

City National Bank - San Jose, CA

RELATIONSHIP MANAGER I WHAT IS THE OPPORTUNITY? Responsible for managing a portfolio of business and personal relationships. Through proactive client profiling deepens client relationships by cross selling appropriate products and services. Develops new clients through referral sources and business development calling efforts. Actively engages in the sales process...

Relationship Manager I

City National Bank - Sunnyvale, CA

RELATIONSHIP MANAGER I WHAT IS THE OPPORTUNITY? Responsible for managing a portfolio of business and personal relationships. Through proactive client profiling deepens client relationships by cross selling appropriate products and services. Develops new clients through referral sources and business development calling efforts. Actively engages in the sales process...

Relationship Manager I

City National Bank - Irvine, CA

RELATIONSHIP MANAGER I WHAT IS THE OPPORTUNITY? Responsible for managing a portfolio of business and personal relationships. Through proactive client profiling deepens client relationships by cross selling appropriate products and services. Develops new clients through referral sources and business development calling efforts. Actively engages in the sales process...

Client Relationship Manager

Stifel - Grand Rapids, MI

Summary The Client Relationship Manager acts as a key point of contact and coordination between institutional retirement plan clients for PearlStreet Investment Management, in matters pertaining to the daily administration and fiduciary management of our client plans. The Client Relationship Manager is also responsible for the advice and education of plan participants ...

Benefit Relationship Manager

CVS Health - Austin, TX

Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand — with heart at its center — our purpose sends a personal message that how we deliver our services is just as important...

Private Client Relationship Manager

EPIC - Jersey City, NJ

Location: Hybrid role, Melville, NY or Jersey City, NJ office. Job Summary Position Overview: The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advocacy for the client at...

Private Client Relationship Manager

EPIC - Melville, NY

Location: Hybrid role, Melville, NY or Jersey City, NJ office. Job Summary Position Overview: The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advocacy for the client at...

Director, Client Relationship Manager

SS&C Technologies - Dallas, TX

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest insti...

Relationship Manager II ENT

City National Bank - New York, NY

RELATIONSHIP MANAGER II ENT WHAT IS THE OPPORTUNITY? Develops and manages relationships with clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk ...