Client relationship manager Jobs in Dallas, TX
Create a job alert for this search
Client relationship manager • dallas tx
Last updated: 4 days ago
Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves ...Show moreLast updated: 30+ days ago
Base plus uncapped commission (OTE $-k).We're looking for a true hunter to build new client relationships, uncover opportunities, and fuel our expansion in key markets.
IT staffing company committed...Show moreLast updated: 30+ days ago
Client Relationship Manager – Retail Alternative Investments.Location : Kansas City, MO; Boston, MA; Braintree, MA; Chicago, IL.
Denver, CO; Dublin, OH; Dallas, TX | Hybrid.The Manager of CRM will d...Show moreLast updated: 30+ days ago
FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states.
FuturePlan delivers the best of both worlds : high-touch personalize...Show moreLast updated: 30+ days ago
Senior Private Client Relationship Manager.Requisition Number : SENIO015435.On-site in Dallas, TX 75225, USA.The Private Client Relationship Manager will provide business depository, treasury manage...Show moreLast updated: 30+ days ago
The Client Relationships Manager will forge robust client partnerships and foster strategic business growth.This role will provide a proactive approach to account management; anticipating client ne...Show moreLast updated: 11 days ago
Wealth Client Relationship Manager.Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with ou...Show moreLast updated: 24 days ago
Relationship Manager / h2pResponsible for supporting the development and implementation of the Banks strategic plan for lending and treasury services for non-profit organizations including private sc...Show moreLast updated: 30+ days ago
At PwC, our people in brand management, marketing and sales focus on collaboration to develop and execute strategic sales and marketing initiatives.
These individuals focus on driving revenue growth...Show moreLast updated: 4 days ago
Sr WM Client Relationship Consultant.The Wealth Management Client Relationship Consultant partners with Wealth Management Advisors in delivering client service and supporting high-net worth and com...Show moreLast updated: 7 days ago
LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LP...Show moreLast updated: 17 days ago
The Client Relationship Specialist (CRS) is responsible for providing outstanding, dedicated client care while maintaining professional relationships with current, potential, and former clients.Wor...Show moreLast updated: 30+ days ago
BAL is a team of brilliant people who change lives through elite immigration work and collaborative innovation.We pursue the exceptional in all that we do, but never at the expense of our values.Th...Show moreLast updated: 30+ days ago
Stifel strives for a culture that puts its clients and associates first : a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers...Show moreLast updated: 30+ days ago
KPMG Advisory practice is currently our fastest growing practice.We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down.
In this ever-changing market envi...Show moreLast updated: 7 days ago
This is the job title and main content of the job post.The detailed description and specific requirements are provided below.Show moreLast updated: 30+ days ago
Retirement Plan Client Relationship Manager.A growing retirement plan organization is looking for a client relationship manager to work out of their Dallas office.
This person would be responsible f...Show moreLast updated: 30+ days ago
Location : On site in Dallas, TX Summary The Prive Client Relationship Manager will provide business depository, treasury management, and business lending solutions to those organizations.In additio...Show moreLast updated: 8 days ago
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries.Some 20,000 financia...Show moreLast updated: 30+ days ago
Client Relationship Manager
StifelDallas, TX, USFull-time
Client Relationship Director
Ark SolutionsDallas, TXFull-time
Client Relationship Manager - Retail Alternative Investments
SS&C Technologies HoldingsDallas, TXFull-time
Client Relationship Manager
AscensusDallas, TexasFull-time
- Promoted
Senior Private Client Relationship Manager
First HorizonDallas, TX, USFull-time
- Promoted
Client Relationship Manager
Simplify ComplianceDallas, TX, USFull-time
Wealth Management Client Relationship Manager
TIAADallas, TX, USAFull-time
- Promoted
Relationship Manager
East West BancorpDallas, TX, USFull-time
Client Relationship Executive - Private Equity
PwCDallas, TX, United StatesFull-time
- Promoted
Wealth Management Client Relationship Manager
Dallas StaffingDallas, TX, United StatesFull-time
- Promoted
Private Equity Client Relationship Manager
LP AnalystDallas, TX, USFull-time
Client Relationship Specialist
AE PerkinsDallas, TX, USRemote
Full-time
Quick Apply
- Promoted
Client Relationship Manager
BALDallas, TX, USFull-time
- Promoted
Client Relationship Manager
Stifel FinancialDallas, TX, USFull-time
Client Relationship Executive
KPMGDallas, TX, United StatesFull-time
- Promoted
Client Relationship Executive (Director)
Grant Thornton LLPDallas, TX, USFull-time
Retirement Plan Client Relationship Manager
CPS, Inc.Dallas, TX, USPermanent
- Promoted
Senior Private Client Relationship Manager
First Horizon BankDallas, Texas, USFull-time
Client Relationship Manager - Retail Alternative Investments
SS&C TechnologiesDallas, TX, USFull-time
The average salary range is between $ 48,625 and $ 122,050 year , with the average salary hovering around $ 64,120 year .
- chief medical officer (from $ 119,438 to $ 343,000 year)
- hospitalist (from $ 35,000 to $ 300,000 year)
- orthodontist (from $ 25,000 to $ 295,000 year)
- live in nanny (from $ 25,106 to $ 265,688 year)
- reservoir engineer (from $ 160,000 to $ 250,000 year)
- chief of staff (from $ 129,900 to $ 240,000 year)
- general dentist (from $ 50,000 to $ 240,000 year)
- corporate development (from $ 119,912 to $ 240,000 year)
- physician (from $ 80,544 to $ 237,500 year)
- psychiatrist (from $ 120,000 to $ 237,500 year)
- Wilmington, NC (from $ 54,763 to $ 232,129 year)
- Sioux Falls, SD (from $ 51,875 to $ 231,200 year)
- Fort Lauderdale, FL (from $ 60,000 to $ 218,400 year)
- Philadelphia, PA (from $ 50,000 to $ 217,540 year)
- Columbia, SC (from $ 75,000 to $ 200,920 year)
- Denton, TX (from $ 71,914 to $ 185,000 year)
- Lewisville, TX (from $ 68,806 to $ 185,000 year)
- Costa Mesa, CA (from $ 52,000 to $ 178,675 year)
- Palm Bay, FL (from $ 47,500 to $ 178,675 year)
- San Bernardino, CA (from $ 55,000 to $ 173,309 year)
The average salary range is between $ 56,401 and $ 137,266 year , with the average salary hovering around $ 80,000 year .
Client Relationship Manager
StifelDallas, TX, US30+ days ago
Job type
- Full-time
Job descriptionKnowledge of principles and processes for providing customer and personal services, including customer needs assessment, meeting quality service standards, and evaluation of customer satisfaction. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. Understanding new information's implications for current and future problem-solving and decision-making. Managing one's own time and priorities to ensure the meeting of deadlines. The ability to communicate information and ideas in spoken or written form so that others will understand. Minimum Required : High School diploma or equivalent required. Minimum Required : 10 years of financial services experience. Minimum Required : FINRA Series 7 & 63. FINRA Series 65 (66) may be required depending on the business coverage. Proficient in Microsoft Excel, Word, PowerPoint, and Outlook. LI-AS1
Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel.
What We're Looking For
- Develop in-depth knowledge of client portfolios; regularly engage with clients.
- Conduct quarterly / annual client performance reviews in conjunction with the Investment Representative.
- Coordinate enrollment campaigns / meetings for high-net-worth individuals / individual investors.
- Analyze and evaluate client needs and provide recommendations concerning the identified issues and potential strategies for further enhancing client relationships.
- Research, investigate, and analyze client queries and other significant matters, develop strategic responses as needed, and at own judgment.
- Partner with the Relationship Manager to assess and evaluate client needs and to create further client development opportunities; prepare recommendations for client development opportunities.
- Other such duties may be necessary to maximize client relationships.
What You'll Bring
Education & Experience
Licenses & Credentials
Systems & Technology
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.