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Client relationship manager • usa

Last updated: 3 days ago
Client Relationship Manager

Client Relationship Manager

Consultative Search GroupNew York, NY, United States
Full-time
Headquartered in California, our large banking client is a top performing financial institution with an exclusive focus on the U. With a strong foundation, and enterprising spirit and a commitment t...Show moreLast updated: 3 days ago
  • Promoted
Client Relationship Manager

Client Relationship Manager

Nova 401(k) AssociatesKnoxville, TN, US
Full-time
If you excel at solving your clients' 401(k) problems, you deserve better than a job that is just "okay".Do you want the flexibility and convenience of working from home? Are you looking for a posi...Show moreLast updated: 28 days ago
  • Promoted
Client Relationship Manager

Client Relationship Manager

Boston StaffingBoston, MA, US
Full-time
Cardinal Health Sonexus Health Pharmacy Services.Cardinal Health Sonexus Health Pharmacy Services helps specialty pharmaceutical manufacturers remove barriers to care so that patients can access, a...Show moreLast updated: 14 days ago
  • Promoted
Client Relationship Manager

Client Relationship Manager

New Mexico StaffingSanta Fe, NM, US
Full-time
Cardinal Health Sonexus Health Pharmacy Services.Cardinal Health Sonexus Health Pharmacy Services helps specialty pharmaceutical manufacturers remove barriers to care so that patients can access, a...Show moreLast updated: 17 days ago
  • Promoted
Client Relationship Manager

Client Relationship Manager

Massachusetts StaffingBoston, MA, US
Full-time
Cardinal Health Sonexus Health Pharmacy Services.Cardinal Health Sonexus Health Pharmacy Services helps specialty pharmaceutical manufacturers remove barriers to care so that patients can access, a...Show moreLast updated: 15 days ago
  • Promoted
Client Relationship Manager

Client Relationship Manager

KY StaffingNashville, TN, US
Full-time
Cardinal Health Sonexus Access and Patient Support.Cardinal Health Sonexus Access and Patient Support helps specialty pharmaceutical manufacturers remove barriers to care so that patients can acces...Show moreLast updated: 14 days ago
  • Promoted
Client Relationship Manager

Client Relationship Manager

Indiana StaffingIndianapolis, IN, US
Full-time
Cardinal Health Sonexus Access and Patient Support.Cardinal Health Sonexus Access and Patient Support helps specialty pharmaceutical manufacturers remove barriers to care so that patients can acces...Show moreLast updated: 16 days ago
  • Promoted
Client Relationship Manager

Client Relationship Manager

Wyoming StaffingCheyenne, WY, US
Full-time
Cardinal Health Sonexus Health Pharmacy Services.Cardinal Health Sonexus Health Pharmacy Services helps specialty pharmaceutical manufacturers remove barriers to care so that patients can access, a...Show moreLast updated: 12 days ago
Client Relationship Manager

Client Relationship Manager

Spartan Placements, LLCPhiladelphia, PA, US
Full-time
You’ll be the key point of contact for clients.Leading engagements, managing workflow, and providing hands-on tax and accounting support. This role blends leadership and technical work : you&rs...Show moreLast updated: 30+ days ago
Client Relationship Manager

Client Relationship Manager

THIRD COAST BANKDallas, TX, US
Full-time
Regional President Corporate Banking.Position Summary : Client Relationship Manager (CRM) plays a crucial role in managing and nurturing relationships between the bank and its commercial clients.Thei...Show moreLast updated: 30+ days ago
  • Promoted
Client Relationship Manager

Client Relationship Manager

UWMPontiac, MI, US
Full-time
Account Executive Opportunity At United Wholesale Mortgage.At United Wholesale Mortgage, success has no limit especially among our Account Executives. This hardworking team is one of the biggest fo...Show moreLast updated: 30+ days ago
  • Promoted
Client Relationship Manager

Client Relationship Manager

AscensusColumbia, SC, US
Full-time
Client Relationship Manager, Prestige.The Client Relationship Manager, Prestige will work closely with all sales, service, and operations partners to serve as the focal point of contact for new and...Show moreLast updated: 26 days ago
Client Relationship Manager

Client Relationship Manager

Who we are : BALRichardson, Texas, USA
Full-time
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.The...Show moreLast updated: 10 days ago
  • Promoted
Client Relationship Manager

Client Relationship Manager

Columbus StaffingColumbus, OH, US
Full-time
Cardinal Health Sonexus Health Pharmacy Services.Cardinal Health Sonexus Health Pharmacy Services helps specialty pharmaceutical manufacturers remove barriers to care so that patients can access, a...Show moreLast updated: 13 days ago
  • Promoted
Client Relationship Manager

Client Relationship Manager

Ameriprise FinancialSan Antonio, TX, US
Part-time
We are seeking a highly organized and client-focused Client Relationship Manager to join our independent financial advisory practice, The Evans Group, affiliated with Ameriprise Financial.This role...Show moreLast updated: 25 days ago
  • Promoted
Client Relationship Manager

Client Relationship Manager

Alaska StaffingJuneau, AK, US
Full-time
Cardinal Health Sonexus Health Pharmacy Services.Cardinal Health Sonexus Health Pharmacy Services helps specialty pharmaceutical manufacturers remove barriers to care so that patients can access, a...Show moreLast updated: 17 days ago
  • Promoted
Client Relationship Manager

Client Relationship Manager

The Goal Family of CompaniesSan Diego, CA, US
Full-time
The Client Relationship Manager will report to the Director of Client Relationship Management and is responsible for working directly with designated Goal Solutions clients as the primary contact t...Show moreLast updated: 27 days ago
Client Relationship Manager

Client Relationship Manager

Alphabe Insight IncMiami, Florida, USA
Full-time
We are looking for a motivated and detail-oriented.This role is essential in nurturing our client relationships understanding their needs and ensuring they receive outstanding service at every step...Show moreLast updated: 20 days ago
  • Promoted
Client Relationship Manager

Client Relationship Manager

Vermont StaffingMontpelier, VT, US
Full-time
Cardinal Health Sonexus Access and Patient Support.Cardinal Health Sonexus Access and Patient Support helps specialty pharmaceutical manufacturers remove barriers to care so that patients can acces...Show moreLast updated: 14 days ago
People also ask
Client Relationship Manager

Client Relationship Manager

Consultative Search GroupNew York, NY, United States
3 days ago
Job type
  • Full-time
Job description

Client Relationship Manager

Headquartered in California, our large banking client is a top performing financial institution with an exclusive focus on the U.S. and Asian markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, the company gives people the confidence to reach further.

Job Summary :

The Fund Finance group was established over ten years ago and grew significantly in those years. Target AUM from $100M to over $10B. You will be part of a rapidly-growing and financially strong organization that provides career path development opportunities while serving a large and profitable market.

Responsibilities

  • Grow the existing portfolio of fund finance and private debt firm clients by leveraging existing contacts and generating new leads to meet loan, deposit, and fee income goals.
  • In partnership with the Managing Director for the Eastern U.S., structure debt solutions that are sufficiently innovative to attract new clients.
  • Collaborate with other team members to complete the underwriting, due diligence, and documentation process for loans.
  • Work with product specialists within the Bank to deepen and broaden client relationships by delivering a full suite of banking solutions including treasury management products, foreign exchange, interest rate derivatives and letters of credit.
  • Mentor other team members including Portfolio Managers and Analysts.
  • Travel to cities in the Eastern U.S. to source new business, visit existing clients, and attend industry conferences and events.

Qualifications

  • 10+ years of banking experience with a minimum of 5 years of direct client relationship management experience, ideally with banking fund finance;
  • Experience in dealing with a wide array of corporate clients and credit structures;
  • Thorough knowledge of the banking and financial services industries;
  • Ability to quickly build credibility, close deals and win relationships from competitors in order to generate incremental loan outstanding, fees, deposit balances;
  • Understanding of private investment firm structures, including buyout, fund of funds, venture capital, senior debt and mezzanine debt;
  • Experience in negotiating term sheets, structuring credits, and reviewing and negotiating legal documents in partnership with counsel;
  • Demonstrated ability in high level effective communication and presentation skills, including the ability to effect desired results in the back-office and product areas of the bank;
  • Ability to write clearly and concisely in both internal credit memos and client communications.
  • Team player with a highly developed ability to work and communicate effectively with credit, and all levels of management throughout the organization.
  • Many of our job openings can be viewed at https : / / jobs.crelate.com / portal / consultativesg

    IND-1

    Compensation :

    $185,000-$250,000 per year