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WaFd Bank
Portland, OR, United States
Min USD $90,000.00/Yr. Max USD $135,000.00/Yr. Job Summary A Relationship Manager is responsible for developing a business plan to maintain and grow existing relationships and is responsible for developing new relationships that meet our client selectivity and risk appetite. The Relationship Manager has had proven success in independently winn
Job Source: WaFd BankHeartland
Beaverton, OR, United States
Every day, Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply, we create meaningful technology centered experiences that enable our customers to prosper. If you want to work like an entrepreneur, support and serve entrepreneurs and
Job Source: HeartlandAmerica's Pharmacy Group, LLC
Vancouver, WA, United States
Whether you are working in a Pharmacy looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, Healthcare Marketing Group, LLC is a great opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relation
Job Source: America's Pharmacy Group, LLCRIVERVIEW
Portland, OR, United States
You will find a lot more at Riverview Bank! Finding a place to grow, contribute and make a difference is what you will find working with us – it’s about you! We are looking for team members with vision, leadership, and that special can-do spirit. Riverview Bank strongly believes in investing in our team members, and in the communities we serve. Th
Job Source: RIVERVIEWMMC Corporate
Portland, OR, United States
Marsh & McLennan Shared Services LLC is seeking candidates for the following position based in the Portland, OR office (Remote work may be permitted within a commutable distance from the worksite in accordance with Company policy): Business Relationship Manager We will count on you to: Responsible for planning, development, and implementation of t
Job Source: MMC CorporateMMC Corporate
Portland, OR, United States
Marsh & McLennan Shared Services LLC is seeking candidates for the following position based in the Portland, OR office (Remote work may be permitted within a commutable distance from the worksite in accordance with Company policy): Business Relationship Manager We will count on you to: Responsible for planning, development, and implementation of t
Job Source: MMC CorporateRIVERVIEW
Portland, OR, United States
You will find a lot more at Riverview Bank! Finding a place to grow, contribute and make a difference is what you will find working with us – it’s about you! We are looking for team members with vision, leadership, and that special can-do spirit. Riverview Bank strongly believes in investing in our team members, and in the communities we serve. Th
Job Source: RIVERVIEWAmerica's Pharmacy Group, LLC
Vancouver, WA, United States
Whether you are working in a Pharmacy looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, Healthcare Marketing Group, LLC is a great opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relation
Job Source: America's Pharmacy Group, LLCLake Oswego, OR, United States
Job Number: 15369
Salary: Up to $130K DOE
Industry: Finance
What Matters Most:
5-7 years of related experience
Series 65, 66, or CFP
Bachelor’s degree
Insurance certificate preferred
Proficient in Microsoft Office, Orion, Salesforce, Schwab, and eMoney
Your New Role: Do you have an outstanding aptitude for numbers and building relationships? Do you know the market like the back of your hand? Do you have a habit of putting others at ease in uncertain times? This could be an excellent opportunity for you!
As a Relationship Manager at this intimate but powerful firm, you will handle day-to-day interactions with the firm’s top-tier clientele, along with 25-40 additional accounts. These interactions are via phone, email, or in-person meetings. You’ll anticipate client needs, identify opportunities, maintain financial planning data, and follow-up to provide excellent client service.
On a typical day, you’ll review cash balances, buy and sell as directed by advisors and clients’ investment policy statements, and manage cash in client portfolios to cover fees, capital calls, regularly scheduled withdrawals, and periodic deposit inflows.
The ideal candidate is a tenured financial professional who is interested in growth potential and a long-term work home.
This is an in-office position.
Your New Organization: This comprehensive financial management firm is small but mighty. They have been awarded for their fast growth, entrepreneurial spirit, and human focused environment.
Benefits include medical and life insurance, health flex spending account, short- and long-term disability, 401(k) plan, a cell phone allowance, and client referral bonuses.
Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.
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Email Alert for Relationship Manager jobs in Lake Oswego, OR, United States
ⓘ There was an unexpected error processing your request.
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