Talent.com
Relationship Manager - Trust Iowa

Relationship Manager - Trust Iowa

VirtualVocationsChula Vista, California, United States
6 days ago
Job type
  • Full-time
Job description

A company is looking for a Relationship Manager - Trust and Custody (Retirement Solutions).

Key Responsibilities

Develop and maintain relationships with advisors, plan sponsors, and key decision makers

Identify opportunities for expanding client relationships through additional products and services

Lead client projects and ensure successful implementation of solutions

Required Qualifications

Bachelor's degree or 8 years of equivalent experience with 6+ years in DB and DC products

Deep experience in Trust and Custody for both retirement and non-retirement assets

Preferred post-graduate study resulting in an MA, MS, or MBA degree

Relationship management experience is required; sales experience preferred

Proven ability to build client relationships at the key decision maker level

Create a job alert for this search

Relationship Manager • Chula Vista, California, United States

Related jobs
  • Promoted
Wealth Relationship Manager - Poway, CA

Wealth Relationship Manager - Poway, CA

CitigroupPoway, CA, US
Full-time
Wealth Relationship Manager - Poway, CA.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll...Show moreLast updated: 30+ days ago
  • Promoted
Licensed Marriage Family Therapist (LMFT) - Hybrid Role - Alpine, CA

Licensed Marriage Family Therapist (LMFT) - Hybrid Role - Alpine, CA

LifeStance HealthAlpine, CA, US
Full-time
We are actively looking to hire talented therapists in the Oceanside area, who are passionate about patient care and committed to clinical excellence. Wanting to deliver high quality behavioral heal...Show moreLast updated: 30+ days ago
  • Promoted
Business Relationship Manager Senior Deepening - Vice President

Business Relationship Manager Senior Deepening - Vice President

ChaseSan Diego, CA, US
Full-time
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manage...Show moreLast updated: 2 days ago
  • Promoted
Branch Relationship Banker - Alpine, CA

Branch Relationship Banker - Alpine, CA

BankTalent HQAlpine, CA, United States
Full-time
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...Show moreLast updated: 30+ days ago
  • Promoted
Branch Manager (Business Development Focused)

Branch Manager (Business Development Focused)

First Citizens BankLa Jolla, CA, US
Full-time
At First Citizens Bank, together we become better.We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.As a Financial Sal...Show moreLast updated: 30+ days ago
  • Promoted
Marriage And Family Therapist

Marriage And Family Therapist

California Correctional Health Care ServicesSan Diego, CA, US
Full-time
Helping others has never been so rewarding….As a Marriage and Family Therapist, you combine clinical expertise with compassionate guidance to strengthen relationships and foster personal growth.A r...Show moreLast updated: 30+ days ago
  • Promoted
Licensed Marriage & Family Therapist (LMFT)

Licensed Marriage & Family Therapist (LMFT)

HeadlightCarlsbad, CA, US
Full-time
Join a team that's transforming mental healthcare.Headlight is more than a company : it's a movement.A movement that exists on the front lines of the mental health crisis, transforming the way peopl...Show moreLast updated: 8 days ago
  • Promoted
Manager, RRWB Wealth Accumulation (Retirement) Operations

Manager, RRWB Wealth Accumulation (Retirement) Operations

San Diego StaffingSan Diego, CA, US
Full-time
Job Opportunity : Retirement Plan Operations Manager.Recruiting for this role ends on August 1, 2025.Work you'll do : This position is responsible for supporting Rewards, Recognition and Well-being (...Show moreLast updated: 1 day ago
  • Promoted
Business Relationship Manager Senior Deepening - Vice President

Business Relationship Manager Senior Deepening - Vice President

JPMorgan Chase Bank, N.A.Carlsbad, CA, United States
Full-time
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manage...Show moreLast updated: 2 days ago
Community Relations Manager

Community Relations Manager

Enable DentalSan Diego, CA, US
Full-time
Quick Apply
Enable Dental is in search of an enthusiastic Community Relations Manager who will be instrumental in connecting our dental services with communities in need, particularly focusing on patients rece...Show moreLast updated: 5 days ago
  • Promoted
Relationship Manager II

Relationship Manager II

City National BankSan Diego, CA, US
Full-time
Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients.They...Show moreLast updated: 19 days ago
  • Promoted
Licensed Marriage & Family Therapist

Licensed Marriage & Family Therapist

HeadlightChula Vista, CA, US
Full-time
Join a team that's transforming mental healthcare.Headlight is more than a company : it's a movement.A movement that exists on the front lines of the mental health crisis, transforming the way peopl...Show moreLast updated: 8 days ago
  • Promoted
Branch Relationship Banker - Chula Vista, CA

Branch Relationship Banker - Chula Vista, CA

BankTalent HQChula Vista, CA, United States
Full-time
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...Show moreLast updated: 30+ days ago
  • Promoted
Licensed Marriage And Family Therapist

Licensed Marriage And Family Therapist

Pacific Blue Psychological ServicesSan Diego, CA, United States
Full-time
Pacific Blue Psychological Services is a family of licensed, certified, and highly skilled individuals with decades of experience treating mental health to the underserved population in Assisted Li...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Client Relationship Consultant 2 (Banker) - Carlsbad, CA (24hrs)CategoryBranch BankingJob Id2025-0026621LocationCarlsbad, CA, United StatesPosting Start Date11 / 06 / 2025Anticipated Posting End Date11 / 13 / 2025Job TypePart time

Client Relationship Consultant 2 (Banker) - Carlsbad, CA (24hrs)CategoryBranch BankingJob Id2025-0026621LocationCarlsbad, CA, United StatesPosting Start Date11 / 06 / 2025Anticipated Posting End Date11 / 13 / 2025Job TypePart time

US BankCarlsbad, CA, US
Part-time
Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...Show moreLast updated: 2 hours ago
  • Promoted
Engagement Manager

Engagement Manager

Diverse LynxSan Diego, CA, US
Full-time
SAP Advanced Availability To Promise Engagement Manager.Job Description : The ideal candidate must have hands on experience with advance availability to promise. Deep experience in back-order process...Show moreLast updated: 4 days ago
  • Promoted
Licensed Marriage and Family Therapist

Licensed Marriage and Family Therapist

HeadwaySan Diego, CA, US
Full-time
Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to he...Show moreLast updated: 4 days ago
  • Promoted
Licensed Marriage And Family Therapist

Licensed Marriage And Family Therapist

Perlman ClinicSan Diego, CA, United States
Full-time
Perlman Clinic offers primary care, urgent care, mental health, wellness and more with 25 locations throughout San Diego County and a virtual telemedicine platform. We are looking to hire licensed t...Show moreLast updated: 30+ days ago