NewDir,Tuition Financing Relationship Manager TIAADir,Tuition Financing Relationship ManagerAtlanta, GeorgiaThe Education Savings Relationship Manager will be the primary day-to-day manager in support of and growth of the 529 plan for a key State client being serviced by TIAA’s Education Savings 529 program management business with a responsibility for meeting servicing and client goals. Accountability, Business Acumen, Client Relationship Management, Communication, Conflict Management, Contract Management, Influence, Innovation, Inspires Others, Negotiation, Problem Solving, Relationship Management.
Relationship Manager II - C&IB (F) PNC BankRelationship Manager II - C&IB (F)Atlanta, Georgiap style="text-align:inherit"/>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship ManagementCompetencies.
Relationship Manager I - Business Banking PNC BankRelationship Manager I - Business BankingAtlanta, Georgiap style="text-align:inherit"/>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Client Relationship Manager Tetra Tech IncClient Relationship ManagerAtlanta, GAManage project financials, budgets, profit and loss, invoicing, and payment, ensuring optimal project performance including managing personnel, resources, schedules, and budgets for diverse clients, including municipalities, private firms, and public utilities. Our 25,000 employees work together to provide clear solutions to complex problems by Leading with Science to address the entire water cycle, protect and restore the environment, design sustainable and resilient infrastructure, and support the clean energy transition.
NewMiddle Market Relationship Manager MRISpokaneMiddle Market Relationship ManagerAtlanta, GAp>The ideal candidate brings an existing network, deep market connectivity, and a demonstrated ability to generate new commercial loan and deposit relationships. This role focuses on business development, portfolio growth, and delivering comprehensive banking solutions to middle-market companies.
Private Wealth Relationship Manager Bank of America CorpPrivate Wealth Relationship ManagerAtlanta, GAOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities.
R&I Independence Joint Business Relationships Manager PricewaterhouseCoopers LLPR&I Independence Joint Business Relationships ManagerAtlanta, GA$73,500–$212,280 / yearAs part of the Joint Business Relationships (JBR) Independence team within Risk & Independence, you will consult with and provide guidance to teams on the application of the business relationship rules in areas such as provision of services, procurement, use of third-party technology, marketing, participation in conferences and events, publications, among others. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Relationship Manager Capital One Financial CorpRelationship ManagerAlpharetta, GA$74,200–$84,700 / yearFurthermore, the Relationship Manager makes outbound phone calls to dealers to capture their business for COAF, while also taking inbound calls from the dealers to strategically analyze their potential territories resulting in a game plan to achieve a target goal. Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
Sr. Manager, Active Trader Relationship Management Morgan StanleySr. Manager, Active Trader Relationship ManagementAlpharetta, GA$110,000–$190,000 / yearThe ideal candidate combines deep trading and active trader platform knowledge with proven multi-level leadership, strong judgment, and the ability to drive performance through managers while operating effectively across partners (e.g., Compliance, Risk, Operations, Product, and other lines of business). Our 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.
Senior Director, Senior Relationship Manager (Retirement Solutions) Teachers Insurance and Annuity Association of America (TIAA)Senior Director, Senior Relationship Manager (Retirement Solutions)Atlanta, GA$124,000–$174,000 / yearThey are accountable for deepening relationships with key decision makers and partners to drive plan and participant outcomes through: alignment with best practices in retirement plan design, delivery of lifetime income through expanded adoption of TIAA products and delivery of the full value of TIAA solutions and services. The Sr Relationship Manager plays a crucial role in our mission to deliver lifetime income to all, responsible for deepening client relationships and identifying sales opportunities within a large complex book of clients (with at least one top 200 client or complex book within Institutional client business.)
Business Banking Relationship Manager II Fifth Third BancorpBusiness Banking Relationship Manager IIAtlanta, GAComplete administrative responsibilities in a timely manner.\n \nSUPERVISORY RESPONSIBILITIES: \n \nProvide coaching, leadership, and guidance to RM I's and II's in conjunction with their Regional Sales Manager or in addition to their Regional Sales Manager.\n \nMINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:\n\n Bachelor's degree required or equivalent work experience\n Minimum of 5 years of sales experience and minimum of 5 years managing business banking or commercial relationships preferred.\n Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.\n \nThe 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.
Business Banking Relationship Manager II (South) Fifth Third BankBusiness Banking Relationship Manager II (South)Atlanta, Georgiap style="text-align:inherit"/>The 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. Business Banking Relationship Manager II (South)At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other.
Team Manager, Active Trader Relationship Management Morgan StanleyTeam Manager, Active Trader Relationship ManagementAlpharetta, GAp>Position Summary: The Active Trader Relationship Manager (ATRM) team is responsible for developing relationships with a book of highly active traders through increased client engagement and by providing education on E*TRADE's full suite of advanced active trader platforms, tools and services. Our 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.
Relationship Manager Fiserv IncRelationship ManagerGA$78,500–$167,100 / yearli>Ability to influence others at multiple levels internally and externally (who do not have a direct reporting line to this VP) and work collaboratively across teams to lead others who do not formally report to this person to drive results. Strategic Account Planning: Develop and execute comprehensive account plans focused on profitable deal constructs and innovative partnerships to drive incremental revenue.
Dir,Tuition Financing Relationship Manager Teachers Insurance and Annuity Association of America (TIAA)Dir,Tuition Financing Relationship ManagerAtlanta, GA$115,000–$166,000 / yearThe Education Savings Relationship Manager will be the primary day-to-day manager in support of and growth of the 529 plan for a key State client being serviced by TIAA's Education Savings 529 program management business with a responsibility for meeting servicing and client goals. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Sr Relationship Mgr Agribusiness - Southeast MetLife IncSr Relationship Mgr Agribusiness - SoutheastAtlanta, GA$155,000–$190,000 / yearRelationship Manager - Agricultural Investments Food and Agribusiness Southeast Region OfficeLocation NASetting VirtualReports to Managing Director Food and Agribusiness RegionTravel 30 to 45 MetLife Investment Management MIMs Global Real Estate and Agricultural Investments business maintains a portfolio invested in commercial real estate and agricultural mortgages as well as real estate equities. All employment decisions are made without regards to race color national origin religion creed sex including pregnancy childbirth or related medical conditions sexual orientation gender identity or expression age disability marital or domesticcivil partnership status genetic information citizenship status although applicants and employees must be legally authorized to work in the United States uniformed service member or veteran status or any other characteristic protected by applicable federal state or local law protected characteristics".If you need an accommodation due to a disability please email us at accommodationsmetlife.com.
Commercial Subsidiaries Group Relationship Manager Citigroup IncCommercial Subsidiaries Group Relationship ManagerAtlanta, GATen (10) years of experience must include: Supporting credit finance and investment banking products and delivering international treasury and cash management solutions; Understanding credit policies and credit parameters; Handling financing alternatives, cash management, treasury and trade solutions; Performing foreign exchange solutions for currencies and trading and hedging solutions to cover interest rate, FX, and commodities risks; Understanding Korean local policies and procedures, including cross-border business operations, credit and business practices, financing instruments, and KYC regulation; Applying debt rating models and returns on risk capital models; and Using customer relationship management tools, including Salesforce. Drive Citi's global network initiatives to enhance access of the bank's subsidiaries within the Citi network, focusing on Korean-based companies with subsidiaries in the U.S. Use knowledge of local industries and markets to deliver a steady stream of innovative financial solutions tailored to the specific local needs and subsidiaries of Korea.
NewLead Commercial Banking Relationship Manager Wells Fargo & CoLead Commercial Banking Relationship ManagerAtlanta, GAli>Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve client issues while achieving Wells Fargo's business objectives, by helping clients navigate Wells Fargo's processes, escalating inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; serve as a mentor for less experienced colleagues. Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial clients to meet complex needs that require solid understanding and an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions.
Lead Healthcare, Higher Education, and Non-Profit Commercial Banking Relationship Manager Wells Fargo & CoLead Healthcare, Higher Education, and Non-Profit Commercial Banking Relationship ManagerAtlanta, GAStrategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve client issues while achieving Wells Fargo's business objectives, by helping clients navigate Wells Fargo's processes, escalating inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; serve as a mentor for less experienced colleagues. Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial clients to meet complex needs that require solid understanding and an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions.
Platinum Relationship Manager Morgan StanleyPlatinum Relationship ManagerAlpharetta, GeorgiaOur 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. The E*TRADE Premium and Specialty Client Solutions (‘ETPS’) organization aims to deliver an industry leading client experience to E*TRADE’s most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs.
Manager, Foundation Account Relationship Boys & Girls Clubs of AmericaManager, Foundation Account RelationshipAtlanta, Georgia$75,203–$90,500 / yearThe ideal candidate brings strong project management discipline, donor stewardship experience, and the ability to build trusted partnerships across multiple functions and audiences. BGCA takes into consideration a combination of a candidate’s education, training and experience, as well as the position’s scope and complexity, the discretion and latitude required for the role and other external and internal data when establishing a salary level.
Commercial Relationship Manager Ameris BankCommercial Relationship ManagerAtlanta, GeorgiaTeammates have access to Employee Resource Groups that serve as advocates and purpose and how you can bring it to life as an Ameris Bank teammate. The position makes sales calls and visits to business customers, high net worth individuals and prospects to understand the client needs, customize solutions that will benefit the customer and meet loan, deposit, and service needs.
Sr. Relationship Manager, Global Commercial Banking - Healthcare, Education, Not-for-Profit (Atlanta) Bank of America CorpSr. Relationship Manager, Global Commercial Banking - Healthcare, Education, Not-for-Profit (Atlanta)Atlanta, GAHENFP 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).Job Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.• Professional proven sales skills and experience, including planning, execution and follow up of client meetings.•
Director, Commercial Relationship Manager Bank of MontrealDirector, Commercial Relationship ManagerAtlanta, GA$164,400–$285,600 / yearli>Drives efforts to identify new business opportunities, acquire clients, penetrate markets, and expand the client base by leveraging market insights, competitor analysis, and cross-selling initiatives. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards.
Elan Sr. Technology Relationship Manager U.S. BancorpElan Sr. Technology Relationship ManagerGA$126,820–$149,200 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. As a newly established function, the STRM serves as both a technology relationship lead and operational quarterback, bridging partners with internal technology, product, compliance, and delivery teams.
VP- Client Relationship Manager - Commercial Franchise Practice Marsh & McLennan Companies IncVP- Client Relationship Manager - Commercial Franchise PracticeGA$165,000–$185,000 / yearThis role is ideal for someone who thrives in a fast-paced, entrepreneurial environment and enjoys combining relationship management, strategic sales, and industry expertise to help clients navigate complex challenges and unlock long-term success. This is an opportunity to step into a highly visible role where you will influence client strategy, drive business growth, and partner with industry leaders to deliver tailored risk solutions that create measurable impact.
Business Relationship Manager East West BankBusiness Relationship ManagerDuluth, GeorgiaOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Overview: Being the next generation Business Relationship Manager at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.
Relationship Manager, AVP Morgan StanleyRelationship Manager, AVPAlpharetta, GA$85,000–$135,000 / 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Executive Relationship Manager Morgan StanleyExecutive Relationship ManagerAlpharetta, GeorgiaOur 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. The E*TRADE Premium and Specialty Client Solutions (‘ETPS’) organization aims to deliver an industry leading client experience to E*TRADE’s most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs.
NewSenior Lead Commercial Banking Relationship Manager Wells Fargo & CoSenior Lead Commercial Banking Relationship ManagerAtlanta, GAli>Lead the strategy and resolution for full suite of highly complex solutions offered by Wells Fargo to commercial clients to meet highly complex and unique needs that require an in-depth evaluation across multiple areas of the enterprise, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions. In this role you will: Develop, retain, and grow complex to highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships.
Pharmacy Relationship Manager America's Pharmacy Group, LLCPharmacy Relationship ManagerRoswell, GA$85,000–$100,000p> Whether you are working in a Pharmacy, a seasoned healthcare sales expert, or aspiring to break into the Medical Sales industry, Healthcare Marketing Group, LLC provides an excellent opportunity for you. Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications.
Citi Commercial Bank - CSG Relationship Manager - SVP Citigroup IncCiti Commercial Bank - CSG Relationship Manager - SVPAtlanta, GAWorks closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate "Know Your Client" (KYC) and other compliance deliverables are met; Identifies cross-sell opportunities to deepen and increase share of wallet; Maximizes client experience by proactive sharing markets updates, trend and intelligence. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Citi Commercial Bank - Mid-Corp Relationship Manager, Healthcare - Senior Vice President Citigroup IncCiti Commercial Bank - Mid-Corp Relationship Manager, Healthcare - Senior Vice PresidentAtlanta, GA$158,400–$237,600 / yearli>Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Sound knowledge of banking and investment products and process as well as a track record of providing sound banking and financial advice and solutions to clients.
Relationship Manager I - C&IB (F) The PNC Financial Services Group IncRelationship Manager I - C&IB (F)Atlanta, GAp>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Senior Relationship Manager, Income Property Group KeyCorpSenior Relationship Manager, Income Property GroupAtlanta, GA$116,000–$216,000 / yearli>Provides the client with knowledge and access to the breadth of Key's product platform which includes: interim and permanent credit facilities, cash management, interest rate management, syndications, private equity, subordinated debt, deposits, leasing, private banking, equipment finance, etc. Serves as Trusted Advisor to clients by developing a clear and holistic understanding of the client or prospect's business through analysis of their management practices, portfolio dynamics, and business strategy, in the context of the current industry/economic climate, and then crafting value-added solutions, ideas and advice.
NewCommercial Relationship Manager Ameris BancorpCommercial Relationship ManagerAtlanta, GAThe position makes sales calls and visits to business customers, high net worth individuals and prospects to understand the client needs, customize solutions that will benefit the customer and meet loan, deposit, and service needs. Reviews loan applications, tax returns, income statements, bank statements and other relevant data to determine actual cash flow and perform ongoing credit grade determinations within policy guidelines.
Relationship Manager Manulife Financial CorpRelationship ManagerGARemote$122,325–$212,030 / yearp>Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.
Relationship Manager I - Business Banking The PNC Financial Services Group IncRelationship Manager I - Business BankingAtlanta, GAp>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Business Banking Relationship Manager - Atlanta U.S. BancorpBusiness Banking Relationship Manager - AtlantaAtlanta, GA$86,360–$101,600 / yearAs you grow your portfolio, you'll focus on building trusted, long-term relationships with business owners-supporting their growth goals and long-term financial success through consultative, relationship-based banking solutions-backed by the strength and resources of U.S. Bank. You'll drive new client acquisition through proactive calling, networking, and developing strong relationships with centers of influence, while building and managing a robust pipeline of new-to-bank opportunities.
Sr. Relationship Manager - Global Commercial Bank - Middle Market - Atlanta Bank of America CorpSr. Relationship Manager - Global Commercial Bank - Middle Market - AtlantaAtlanta, GASecurities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date) Desired Skills:Local market knowledgeStrong Business DevelopmentMinimum Education Requirement:Undergraduate degree: Majors in business, finance or economics preferred or equivalent experience. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists.
Commercial Real Estate Relationship Manager III Trustmark BankCommercial Real Estate Relationship Manager IIIAtlanta, GeorgiaOverview: The purpose of this job is to develop and manage commercial loan accounts that meet established lending requirements and maximize profitability to the bank with minimal risk. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank.
Client Relationship Manager, Employee Benefits-Middle Market The Baldwin Group Insurance Holdings, LLCClient Relationship Manager, Employee Benefits-Middle MarketAtlanta, GAp>The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day to day service inquiries.
Client Relationship Manager, Commercial Risk-Middle Market The Baldwin Group Insurance Holdings, LLCClient Relationship Manager, Commercial Risk-Middle MarketAtlanta, GAp>The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Client Relationship Manager (CRM), Commercial Risk, is the primary liaison between insurance carriers and clients, managing commercial insurance programs, renewals, and day-to-day service inquiries.
Premier Relationship Manager East West Bancorp IncPremier Relationship ManagerAtlanta, GADevelop and execute strategies to proactively drive client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients • Collaborate with Regional Manager and/or Branch Manager to develop and implement client-centric strategic marketing plans and generate new business through prospecting, outside calling, networking, and referrals • Demonstrate genuine curiosity about clients, helping them reach their financial ambitions • Leverage client insights and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering exceptional client experience • Connect with product specialists to provide more advanced technical input to identify and fulfill multiple needs with clients • Promote our products and Services to potential clients, exploring their needs and making referrals to other business units where appropriate • Support branch improvement initiatives, providing client feedback of our service and ensuring compliance with audit requirements and quality assurance • Maintain the levels of operational integrity required by EWB and adhere to the Business Principles and Values of EWB • May perform other duties as assigned. Bachelor's degree or equivalent experience FINRA Series 6, 63, Life and Health Insurance licenses required; must obtain series 7 within 6 months of joining 5+ years of proven and progressive financial services and/or retail sales experience, or equivalent, including evidence of strong sales results and knowledge of banking products for referral purposes Relationship management experience with high-net-worth clients or equivalent Strong sales, communication, cross-selling, sales planning, mathematical, decision-making, and analytical skills Strong relationship management, client service, time management and prioritization skills Broad knowledge of financial products and services Understanding of the business banking client segment and products/services appropriate to complement Premier offerings A strong sense of ownership, responsibility, and accountability Excellent understanding of financial planning, wealth management, and client-needs assessment.
Business Banking Relationship Manager - Atlanta North Bank of America CorpBusiness Banking Relationship Manager - Atlanta NorthAtlanta, GAKey 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. Job Description:This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients.
Client Relationship Manager, Commercial Risk-Middle Market Baldwin Group ColleagueClient Relationship Manager, Commercial Risk-Middle MarketAtlanta, Georgiadiv>The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. Click here for some insight into our culture!
Client Relationship Manager Invesco LtdClient Relationship ManagerGA$120,000–$129,000 / yearp>The role: As a Client Relationship Manager (CRM) for the Retirement, Insurance, and Subadvisory channel, you will deliver high-quality client service across the full client lifecycle, with a focus on Defined Contribution and Insurance home office relationships. Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office.
Relationship Manager, Global Equity - VP Morgan StanleyRelationship Manager, Global Equity - VPAlpharetta, GA$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.
Client Relationship Manager Rockefeller Capital ManagementClient Relationship ManagerAtlanta, GeorgiaOriginally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Commercial Real Estate Relationship Manager III - Senior Housing Citizens Financial Group IncCommercial Real Estate Relationship Manager III - Senior HousingAtlanta, GA$240,000–$300,000 / yearp>The Senior Housing Relationship Manager is responsible for originating, structuring, and managing complex commercial real estate relationships with a focus on senior housing, healthcare real estate, and related operating platforms. The banker will drive growth through proactive origination, disciplined credit underwriting, and strategic client advisory, partnering across the Bank to deliver a "One Bank" approach to institutional and middle market clients.