relationship manager

Beacon Pointe Advisors

<div>Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Relationship Manager in our Amherst, MA office. The Relationship Manager will join a highly talented team of wealth management and client service professionals that serve the investment management and financial planning needs of high-net-worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm&rsquo;s clients and associates.

 Responsibilities
<ul>
<li>Act as the primary liaison between high-net worth (HNW) clients, investment professionals and other members of the service support team to provide clients with a personalized, high-touch service experience. This includes frequent interaction with HNW clients and prospects both verbally and in writing.
</li><li>Research and respond to routine-to-complex HNW client inquires in a timely fashion.
</li><li>Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM
</li><li>Monitor daily custodial alerts including cash management, account updates, and trading, and resolve accordingly
</li><li>Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
</li><li>Participate in client meetings as directed by the assigned wealth advisor and/or present on relevant service engagements.
</li><li>Partner with clients, wealth advisory and central operations teams in the establishment of new accounts including general account set up and alternative subscription documents
</li><li>Assist with relationship onboarding tasks such as requesting account paperwork, tracking setup via custodian partners and leading welcome and training calls for new clients.
</li><li>Prepares custodian paperwork, facilitate account updates and communicates with clients on status
</li><li>Request, execute and confirm account maintenance tasks including deposits, cash disbursements, performance reporting, account terminations and other special requests as needed.
</li><li>Maintain and update client files utilizing internal systems including Salesforce CRM and Tamarac portfolio management databases
</li><li>Participate in team meetings and collaborate with advisor and operations leadership teams on projects and/or initiatives designed to streamline firm policies and procedures.
</li><li>Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
 </li></ul>Qualifications
<ul>
<li>Four-year college degree (Bachelor&rsquo;s degree in Finance, Business or Economics preferred)
</li><li>CFP or willing to pursue the CFP for completion within 24 months
</li><li>1-2+ years relevant experience
</li><li>Excellent written and verbal communication skills
</li><li>Strong organizational, analytical, and interpersonal skills
</li><li>Ability to excel in a fast-paced, team environment</li>
<li>Proficiency with Microsoft Office; experience with Salesforce, Tamarac, Envestnet Trading, or similar systems preferred.</li>
<li>Familiarity with major custodian platforms such as Schwab and Fidelity is a plus.</li>
</ul>
 About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation&rsquo;s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron&rsquo;s, and more. For more information, please visit Awards Disclosures.</div>

Relationship Manager

BMA Investment Advisors

Position: Relationship Manager Location: Karachi (On-site, Full-time)Key Responsibilities <ul><li>Achieve assigned sales in line with the company&rsquo;s strategy and objectives.</li><li>Acquire new clients (HNWIs, retail, and corporate) through proactive outreach and relationship-building initiatives.</li><li>Manage and grow existing client relationships by understanding their financial goals and recommending suitable investment solutions.</li><li>Conduct regular client meetings to review portfolios, identify new opportunities, and enhance wallet share.</li><li>Provide guidance on mutual funds, fixed income instruments, and other investment avenues aligned with clients&rsquo; risk appetite and return expectations.</li><li>Prepare and present customized investment proposals and portfolio recommendations.</li><li>Ensure all account opening and client onboarding processes are completed in compliance with regulatory and internal policies.</li><li>Ensure strict adherence to KYC, AML, and regulatory requirements, with complete and accurate documentation.</li><li>Coordinate closely with operations and back-office teams to ensure efficient transaction processing and service delivery.</li><li>Maintain accurate records, client data, and timely reporting to management.</li></ul>Qualifications &amp; Requirements<ul><li>Intermediate or Bachelor&rsquo;s degree in Finance, Business Administration, Economics, or related field</li><li>Fresh Graduate or 1-2 years of experience in sales/ relationship management</li><li>Knowledge of sales, client onboarding and investment sector. </li><li>Strong communication and customer service skills</li><li>Attention to detail and ability to manage tasks efficiently</li></ul>Job Type: Full-timePay: Rs45,000.00 - Rs55,000.00 per monthWork Location: In person

Azizi Developments

<div>
 
 
 Company Description
 
 
 
 
 
 
 
 Azizi Developments is a leading real estate developer, renowned for its innovative projects and commitment to excellence. Since our establishment, we have been transforming the Dubai skyline with landmark developments, including the upcoming Burj Azizi, set to be the world's second tallest building. Azizi Developments prides itself on creating iconic, high-quality residential and commercial properties that redefine luxury living and business spaces. We offer competitive salaries and an excellent commission structure, rewarding our team for their hard work and success. Join us and be a part of an exciting future!
 
 
 
 
 
 
 
 
 
 
 Role Description
 
 
 
 
 
 
 
 Azizi Developments is seeking a full-time Relationship Manager to join our team in Dubai, United Arab Emirates. In this role, you will be responsible for building and nurturing strong relationships with clients, identifying new business opportunities, negotiating contracts, and ensuring the highest level of customer satisfaction. You will collaborate with internal teams to provide personalized solutions and advice, helping clients navigate their real estate investments in one of the most dynamic markets in the world.
 
 
 
 
 
 
 
 Qualifications
 
 
 <ul>
 <li>
 At least one year of off-plan real estate experience in the UAE market
 </li>
 <li>
 Strong communication and interpersonal skills to effectively build relationships
 </li>
 <li>
 Previous experience in real estate, property management, or a related field is essential
 </li>
 <li>
 Ability to multitask, prioritize, and manage time effectively in a fast-paced environment
 </li>
 <li>
 Knowledge of real estate laws and regulations
 </li>
 <li>
 Fluency in multiple languages is a plus
 </li>
 <li>
 Bachelor&rsquo;s degree in Business Administration, Real Estate, or a related field is preferred
 </li>
 <li>
 If you&rsquo;re ready to take your career to new heights and contribute to the future of iconic developments like Burj Azizi, we want to hear from you!
 </li>
 </ul>
 
 
</div>

RTC1 Recruitment Services

<div>
 
 
 Position Title:
 
 Assistant Relationship Manager
 
 
 
 Employment Type:
 
 Full Time
 
 
 
 Salary BHD:
 
 up to 1,130 inclusive depending on experience and qualifications
 
 
 
 Job Location:
 
 Seef, Bahrain
 
 
 
 
 
 
 About the Client:
 
 
 
 One of the leading global institutions with strong regional presence across the UAE, Bahrain, and Sudan, known for driving innovation in Islamic and corporate banking.
 
 
 
 
 
 
 Job Description:
 
 
 <ul>
 <li>
 Assist RM in acquiring new-to-bank clients and managing existing portfolios to achieve liability, CASA, deposit, and cross-sell (FX, Trade) targets in line with business objectives.
 </li>
 <li>
 Conduct client visits, prepare call reports, support account planning with product partners, resolve queries, and ensure high customer satisfaction.
 </li>
 <li>
 Maintain updated KYC, OMNI, and PEP records; ensure proper file management; adhere to AML, internal audit, and Central Bank guidelines.
 </li>
 <li>
 Prepare official memos, requests, coordinate with internal departments, uphold confidentiality and Code of Conduct, and support team projects or act as backup when required.
 </li>
 </ul>
 
 
 
 
 
 Qualifications:
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Business Administration, Economics, or related field; MBA/CA/CMA or Financial Certification preferred.
 </li>
 <li>
 Minimum 3 years of proven experience in the same role and field
 </li>
 <li>
 Strong understanding of liabilities, Trade, Treasury products, banking operations, Islamic banking standards, accounting principles, and market/business environment.
 </li>
 <li>
 Good knowledge of AML/Compliance, CBUAE regulations, and identifying suspicious transactions.
 </li>
 </ul>
 
 
 How to Apply:
 
 
 
 Send your CV in word format to:
 
 FINANCEJOBS2020 AT GMAIL DOT COM
 
 and use &ldquo;
 
 Assistant Relationship Manager
 
 &rdquo; as email subject
 
</div>

Assistant Relationship Manager

Epic Staffing Group

<div>Are you ready to join EPIC STAFFING GROUP and unlock a world of extraordinary opportunities? We're not just a company, we're a dynamic force of innovation and collaboration. Dive into a workplace where your creativity is cherished, your growth is prioritized, and your impact on healthcare and life sciences is monumental. If you're ready for a thrilling journey where passion meets innovation, EPIC is waiting for you. Let's make every day an adventure together!<div><div>
About the Position:</div><div>
An Associate Relationship Manager is responsible for cultivating and maintaining strong relationships with the Strategic Business Unit&rsquo;s (SBU) contractors and clients. This role is responsible for addressing candidate needs and ensuring satisfaction, fostering long-term partnerships to support business growth and ensure candidate retention.</div><div> 
About Us:</div><div>
We are a mission-driven organization dedicated to supporting K&ndash;12 Special Education programs across the country through high-touch recruitment and retention solutions. Our exclusive focus on school-based services allows us to bring deep subject matter expertise to the students, educators, and communities we serve. As a member of our corporate team, you&rsquo;ll help enable the clinicians and educators who make meaningful, lasting differences in the lives of children with diverse learning needs. We are passionate about building a supportive, inclusive work environment where purpose and people come first, because when we empower our teams to thrive, students thrive. Here, your work directly contributes to a brighter future for every learner.</div><div>
What You&rsquo;ll Do:</div><div><ul><li>
Conduct initial onboarding and introductory calls for newly signed contractors.</li><li>
Perform introduction and growth calls with all districts within the assigned book of business.</li><li>
Conduct regular check-ins with all Clinician&rsquo;s on Assignment (COA) and districts within the assigned book of business.</li><li>
Check in with districts monthly to assess contractor performance and explore opportunities for new job orders.</li><li>
Serve as the primary point of contact for all contractors and clients within the assigned book of business.</li><li>
Manage and resolve day-to-day issues for resources and clients within the assigned book of business.</li><li>
Interface with clients to address and resolve COA issues or concerns.</li><li>
Provide counseling and direction to clients and resources for behavioral issues and conflict resolution.</li><li>
Mediate between clients and contractors to address unmet expectations and outcomes, developing a clear and concise action plan with measurable results and follow-through.</li><li>
Conduct site visits to contractors and clients when feasible.</li><li>
Collaborate with the recruitment team to ensure completion of COA contracts.</li><li>
Work closely with Client Services to ensure appropriate and successful placements.</li><li>
Partner with Business Development to ensure accuracy in client and job requirements.</li><li>
Coordinate with Payroll and Benefits to ensure proper compensation for contractors.</li><li>
Manage daily workload through dashboards, reports, and alerts and accurately log calls, events, and follow-ups to ensure progress in tracked efficiently.</li><li>
Assist with renewals, working with clients to assess interest in extending active contracts.</li></ul></div></div><div><div> 
What You&rsquo;ll Bring:</div><div><ul><li>
Two years of relevant experience in the staffing industry or relationship focused disciplines.</li><li>
Possess an overall knowledge of business functions and understanding of services, business strategy, policies and procedures, and job&rsquo;s impact to the organization.</li><li>
Analytically and logically evaluate information, propositions, and claims.</li><li>
Analyze work, set goals, develop plans of action, utilize time.</li><li>
Proactively obtain and share information tailored to the audience.</li><li>
Attend to the needs and expectations of customers.</li><li>
Establish rapport and maintain mutually productive relationships.</li><li>
Present self as a positive representative of the organization.</li><li>
Engage effectively in dialogue.</li></ul></div><div> 
Salary: 75,000 Annually</div></div>
Associate Relationship Manager Full Job Description
The starting salary offer will vary based on the applicant&rsquo;s education, experience, skills, abilities, internal equity, and alignment with market data. This position may also be eligible to participate in a company incentive plan and/or commission plan.
What We Offer:
Financial and Retirement<ul><li>
401K with Competitive Company Matching</li><li>
FSA and HSA Plans</li><li>
Financial Planning Assistance</li><li>
Educational Assistance</li><li>
Vacation and Time Off</li><li>
Generous PTO Policy</li><li>
Paid Parental Leave</li><li>
Twelve Annual Paid Holidays</li></ul>
Office Life and Perks<ul><li>
Active Employee Engagement Programs</li><li>
Cellphone Stipend</li><li>
Technology Stipend (for hybrid/remote positions)</li><li>
Diversity, Equity, Inclusion, and Belonging Program</li><li>
Some positions may be eligible for hybrid or remote work</li><li>
Professional Development</li><li>
Charitable Matching</li></ul>
Health and Wellness<ul><li>
Medical, Dental, Vision, and Hearing Benefits</li><li>
Navigate Health and Wellness Programs</li><li>
Employee Assistance Program (EAP)</li><li>
Life and Disability Insurance</li><li>
Pet Insurance</li></ul>
EEO and Reasonable Accommodation 
Epic Staffing Group is an Equal Opportunity Employer. We provide equal employment opportunities to all qualified persons without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, marital status, or any other characteristic protected by law. 
Epic is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at talentacquisition@epicstaffinggroup.com.
We will consider all qualified applicants for employment, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state, and local laws.</div>

Associate Relationship Manager

KeyBank

<div>Location:
1 N Wacker Drive, Chicago Illinois
Job Summary 
The Senior Relationship Manager, Commercial serves as the primary contact and Financial Advisor for commercial clients. This position is accountable for leading all aspects of business development and relationship management in a targeted geographic area. This role collaborates with other bankers and product partners on the development and delivery of solutions to meet client needs and is accountable for directing the implementation of the proposed plans. Senior Relationship Managers drive financial performance through profitable cash management/deposit growth, quality credit, and strategic advisory services. 
 
Essential Functions<ul><li>
Serve as the Trusted Financial Advisor and Business Partner to clients, and functions as the Commercial Banking client &quot;expert&quot; and the primary contact for most client-related matters.</li><li>
Drive a focused growth strategy and business development efforts by creating and maintaining a clear and holistic understanding of the client's or prospect's business/industry.</li><li>
Manage strategic issues including capital raising, regulatory compliance, ownership transition planning, M&amp;A, revenue cycle management, etc.</li><li>
Educate the client on Key's expertise and capabilities in core product areas, including cash management, derivatives, equipment finance, and more.</li><li>
Maintain active prospecting efforts, including identification, qualification and calling, as well as develop an active Center of Influence (COI) referral network.</li><li>
Identify cross-sell opportunities and collaborate with other Community Bankers and Product Specialists to structure, coordinate and sponsor credit and non-credit products/services.</li><li>
Continuously improve functional/technical sales and credit expertise and transfer this knowledge to team members, partnering effectively with Credit Officers, as the first level sponsor for credit decisions.</li><li>
Assemble and lead cross-functional teams to quickly respond to customer requests when not able to address requests personally.</li><li>
Lead credit processes and ensure asset quality, including underwriting, structuring, and portfolio management; prepare Asset Quality Reports and Risk Rating models for accurate risk assessment.</li><li>
Mentor junior Relationship Managers and contribute to the development of team capabilities and performance.</li><li>
Lead strategic client reviews and proactively deliver insights and recommendations aligned with client goals.</li><li>
Contribute to strategic planning and initiatives of the commercial team.</li><li>
Maximize profitability of assigned portfolio by effectively selling the value Key provides.</li><li>
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice</li><li>
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key&rsquo;s clients and Key.</li></ul> 
Education<ul><li>
Bachelor's Degree in accounting, finance, or related field or equivalent experience (required)</li><li>
Master's Degree (preferred)</li></ul> 
Work Experience<ul><li>
7+ years of financial services experience (required)</li><li>
1+ years Formal commercial credit training &amp; experience from a bank or financial institution (required)</li><li>
Strong track record of achieving performance targets (required)</li><li>
5+ years of high performing experience providing financial expertise, counsel, and customized solutions to commercial clients in middle- to upper-market revenue brackets (preferred)</li><li>
Experience working in relationship management teams with a proven understanding of the importance of balancing business development and asset quality (preferred)</li><li>
Involvement in relevant boards and/or industry organizations (preferred)</li></ul> 
Skills<ul><li>
Prioritizing the needs, goals, and success of clients in every decision and interaction, ensuring tailored and responsive service.</li><li>
Making decisions that reflect high ethical standards, balancing client needs with regulatory and organizational responsibilities.</li><li>
Taking ownership of decisions, actions, and outcomes, and holding oneself and others responsible for delivering results.</li><li>
Anticipating future trends and aligning client strategies with long-term business goals and market opportunities.</li><li>
Communicating clearly and persuasively with senior executives, both internally and externally, to influence decisions and build trust.</li><li>
Understanding the financial, operational, and strategic drivers of commercial organizations to provide relevant and impactful banking solutions.</li><li>
Effectively using customer relationship management systems to track interactions, manage pipelines, and support relationship development.</li><li>
Engaging clients in meaningful dialogue to uncover needs and deliver customized financial solutions that create measurable, sustainable value that aligns their needs with the bank&rsquo;s capabilities and strategic goals.</li><li>
Possessing deep knowledge of commercial banking products and services, and how they apply to the unique needs of commercial clients.</li><li>
Designing and negotiating complex financial solutions that align with client needs and the bank&rsquo;s risk and profitability standards.</li><li>
Systematically evaluate the likelihood and impact of risks and identify leading indicators to support informed decision-making and protect the client&rsquo;s and bank&rsquo;s interests.</li></ul> 
Core Competencies<ul><li>
All KeyBank employees are expected to demonstrate Key&rsquo;s Values and abide by Key&rsquo;s Code of Conduct.</li></ul> 
Physical Demands<ul><li>
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.</li></ul> 
Travel<ul><li>
Occasional travel to include overnight stay.</li></ul> 
Driving Requirements<ul><li>
May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.</li></ul>
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $128,000.00 - $268,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 04/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com. 

#LI-Hybrid</div>

Senior Relationship Manager

Healthcare Marketing Group LLC

<div>
 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.
 
 
 As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans.
 
 
 Our
 
 Pharmacy Savings Card
 
 works like GoodRx and SingleCare. With
 
 savings of up to 80%
 
 off prescriptions, we provide the
 
 highest discounts in the industry!
 
 
 
 We are now seekingPharmacy Relationship Managers in your area!
 
 *
 
 
 
 
 What does a Pharmacy Relationship Manager do?
 
 
 
 <ul>
 <li>
 Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions
 </li>
 <li>
 Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications
 </li>
 <li>
 Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers
 
 
 </li>
 </ul>
 
 Requirements
 
 
 
 
 What you need to qualify:
 
 
 
 <ul>
 <li>
 Pharmaceutical/medical sales experience is preferred but not required
 </li>
 <li>
 Sales skills with a proven track record
 </li>
 <li>
 Exceptional interpersonal skills (building strong relationships)
 </li>
 <li>
 Excellent verbal and written communication skills
 </li>
 <li>
 Ability to work independently to oversee accounts and increase revenue
 </li>
 <li>
 Reliable transportation (this position is partially remote and you will be visiting medical professionals in your area)
 </li>
 <li>
 We are currently hiring Pharmacy Relationship Managers in the San Antonio metropolitan area. Please only apply to one city; your desired territories will be discussed during the interview
 
 
 </li>
 </ul>
 
 Benefits
 
 
 
 
 Training and compensation:
 
 
 
 <ul>
 <li>
 We include comprehensive training and ongoing coaching
 </li>
 <li>
 Monthly Bonuses
 </li>
 <li>
 Great Commission!
 </li>
 </ul>
</div>

Pharmacy Relationship Manager

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