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Relationship manager jobs in Pico Rivera, CA

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  • Regional Sales Manager

    Profection Technology

    Relationship manager job in Irvine, CA

    Experienced Film Sales Representative (PPF / Window Tint / Vinyl Film) Profection Technology is expanding in the U.S. market, and we're looking for experienced film industry sales reps who can confidently handle wholesale accounts and grow dealer networks. What We're Looking For Experience in PPF, window tint, or wrap film sales Ability to manage and grow wholesale accounts Strong communication and relationship-building skills Existing shop connections (tint shops, detailers, wrap shops) is a big plus Self-driven and comfortable working independently Familiar with sample follow-ups → dealer onboarding → reorder cycles What We Offer High commission structure + strong repeat-order product lines Full support with samples, swatch books, training, and marketing Freedom to cover your preferred region Opportunity to grow with a fast-developing brand Access to SEMA and other industry events Responsibilities Develop and maintain B2B wholesale clients Convert samples into orders; maintain long-term dealer partnerships Promote product lines (PPF, window film, wrap film) Represent the brand at industry expos and dealer visits
    $72k-124k yearly est. 1d ago
  • Sales Manager | Beverly Hills

    David Yurman 4.6company rating

    Relationship manager job in Beverly Hills, CA

    David Yurman is a celebrated American jewelry company founded in New York by David Yurman, a sculptor, and his wife, Sybil, a painter and ceramicist. When the artists began collaborating, their goal was simply to make beautiful objects to wear. Today, with their son, Evan, they create timeless, yet contemporary Men's and Women's jewelry for all lifestyles through unconventional artistry, featuring their signature cable motif. The Sales Manager is responsible for ensuring that store achieves or exceeds sales plan and profitability goals, as well as enhance the David Yurman brand within the store and local market. This individual will also partner with store management team in overseeing that all operational policies and procedures being followed. The Sales Manager will effectively lead, coach and support sales professionals with a focus clientele development and providing a high level of customer service to create a luxury experience. The David Yurman Beverly Hills Sales Manager will be accountable for the following key deliverables: Core Responsibilities Achieve and/or Exceed Sales Plan Partner with sales professionals to meet their individual sales plans and KPI Participate in the development and execution of strategic initiatives to deliver the sales budget. Demonstrate an active role on the selling floor through sales leadership and client development Support sales professionals in closing sales Facilitate the implementation and success of special events held at the retail store Remain current and knowledgeable of industry trends, to determine strategic opportunities to maximize sales within the market. Maintain visual presentation based on company vision and market needs Clientele/Service Management Coach and Monitor in partnership with Retail Store Director, on sales professionals accountability for client outreach and relationship development Ensure store data capture goals are being achieved Maintain a luxury environment that is warm and hospitable, and ensuring that the correct interpretation of and implementation of visual guidelines are being met. Provide appropriate feedback in partnership with Retail Store Director, to staff to ensure that they have demonstrated the appropriate skills necessary to provide a positive and rewarding client experience in all customer interactions Operations Manage the day-to-day activities on the sales floor. Maintain presence on the sales floor to supervise staff and ensure appropriate floor coverage. Maintain appropriate business controls such as store inventory, requests for stock replenishment and all repairs/returns. Implement and support all security measures. Partners with the sales professionals in the administration of special order requests Oversee store opening and closing in the absence of the Retail Store Manager. Talent Partners with the Retail Store Director in hiring and providing performance review feedback. Trains new Sales Associates. Provide leadership to staff through monthly scheduled meetings to review and coach on overall performance Provide formal and informal feedback to staff to build ongoing development opportunities Explain and enforce KPIs and ensure that staff is trending to those measures Qualifications Work Experience: Minimum 1-2 years of proven experience managing in a similar role, preferably within a high-end luxury accessories boutique with joint responsibility for sales and operations Ability to motivate, establish strong business partnerships, and promote professionalism with both clients and staff Ability to manage multiple tasks in a fast-paced environment Proven ability to drive results, and strategic vision to develop business Fine Jewelry and or Fine Watch experience preferred, but not required Flexibility to work in various roles based on business needs (i.e. on the sales floor, operations, etc.). Flexibility to work non-traditional hours, including days, nights, weekends and holidays. Computer Skills: Proficient in Microsoft Word, Excel, and Outlook The expected base salary for this role is $80,000-$100,000 annually. Base pay is one component of David Yurman's total compensation package, which may also include the following for eligible employees: access to healthcare benefits, 401(k) plan, bonus, employee discounts, generous paid time off, sick time, and more.
    $80k-100k yearly 4d ago
  • Client Solutions Vertical Manager - Apps - Los Angeles

    Tiktok 4.4company rating

    Relationship manager job in Los Angeles, CA

    About the Team: The enterprise ad sales team works with some of the largest organizations across all categories. They are responsible for enabling advertising on the platform and connecting users with brands. About the Role: The Client Solutions Vertical Manager will be responsible for driving strategy, owning revenue targets, and ensuring flawless campaign execution within the Apps. They will report into the Group Vertical Director and serve as the advocate for their category both internally and externally, acting as the voice of the customer to influence go-to-market and product strategies. They will manage the Client Solutions Managers (CSM) and work closely with the Sales and Product teams. Success in this role requires strong leadership in project and relationship management, client education, campaign success, and the ability to tell compelling stories that demonstrate TikTok's ability to drive client objectives, while scaling best practices across key clients. Responsibilities: * Become a subject matter expert in Apps and clearly articulate how TikTok can best serve these clients. * Train and empower the team to serve as external product consultants, educating clients and agencies on alpha and beta product solutions, scalable innovations, and best practices to grow existing partnerships. * Partner with Vertical Leadership as a strategic thought partner, identifying priorities, growth opportunities, and efficiencies through data-backed recommendations and competitive insights. * Leverage data to identify consumer trends and lead your CSM team in developing and evolving playbooks that drive measurable client business outcomes. * Coach and develop Client Solutions teams on consultative, data-driven campaign analysis and selling at scale, while fostering a culture of accountability and high performance. * Maintain up-to-date expertise on TikTok's features, ad units, measurement, attribution, and KPIs, and consult clients on how to link platform value directly to ROI. * Collaborate with Product to drive innovation by systematically surfacing advertiser needs and feedback to inform product roadmaps.Minimum Qualifications: * Experience in digital advertising, ad sales, or brand/performance marketing. * Experience managing client solutions teams, with proven success in talent development and scaling teams. * Willingness to work in Los Angeles (CA), New York (NY), with extensive travel expected. Preferred Qualifications: * Experience managing advertisers across the full funnel, with a deep understanding of their challenges and objectives within this vertical. * Experience building relationships with top marketing decision-makers at brands and agencies * Strong ability to analyze data, translate insights into actionable strategies, and assess campaign performance effectively. * Proven ability to proactively troubleshoot, escalate through the proper channels * Proactive attitude with excellent project management, stakeholder management, organizational, and analytical skills. * Experience diagnosing and solving technical problems with product and engineering teams * Ability to translate complex technical concepts into clear, compelling business narratives for non-technical stakeholders.
    $88k-140k yearly est. 13d ago
  • Residential Roofing Sales Manager

    Tiello

    Relationship manager job in Burbank, CA

    Salary: $110,000-$130,000 base + performance bonus + commission Tiello is partnered with a top-performing residential roofing contractor in the Burbank area that's experiencing rapid expansion and is looking to bring on a highly accomplished Sales Manager to lead and elevate their sales division. This is a company with a long-standing reputation for quality workmanship, an integrity-driven culture, and a strong presence across Southern California. They're seeking someone who operates at the highest level-someone who has repeatedly grown teams, elevated performance, and driven significant revenue in the residential roofing space. The Role You'll lead the residential roofing sales team across the LA-Burbank market, owning strategy, performance, process, and accountability. This is a hands-on leadership role focused on scaling people, systems, and revenue. The ideal candidate has coached and grown teams responsible for $20M-$30M+ annually, while consistently increasing close ratios and average ticket sizes. Responsibilities Lead, mentor, and develop a high-performing residential roofing sales team Increase team performance across close rates, average ticket size, and revenue Implement scalable sales processes, KPIs, and systems to support rapid growth Partner closely with ownership on forecasting and long-term strategy Work with marketing and operations to ensure alignment and project excellence Recruit, onboard, and develop new sales reps to expand market coverage What We're Looking For Proven experience leading sales teams in residential roofing or exterior construction Demonstrated success scaling revenue and team performance ($20M+ preferred) Strong coaching and leadership skills Process-driven, metrics-focused, and growth-minded High integrity, clear communication, and a collaborative approach Compensation & Benefits Base salary: $110K-$130K (DOE) Performance bonuses + commission Company vehicle or vehicle allowance Full benefits package Long-term career growth with a highly reputable California contractor Tiello is proud to be an Equal Opportunity Employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Please apply directly or send resumes to ****************.
    $110k-130k yearly 5d ago
  • Commercial Banking Relationship Manager III

    First Bank 4.6company rating

    Relationship manager job in El Segundo, CA

    The Commercial Loan Officer III will independently handle all relationship types including the most complex loans. This role will specialize in our C&I business primarily. Responsibilities: * Knowledgeable of all bank products and sells same to customers and prospects, including Cash Management, Trust, Brokerage, Leasing and International Services. * Typical loan portfolio generated and serviced is greater than $20-30 million ($50+ in real estate groups) * Calls on prospective and existing clients to generate loans, deposits, fees and electronic banking services * Analyzes financial statements and business conditions to deduce a credit decision * Interacts with branch personnel to identify prospective business clients and makes joint calls with branch managers or other bank representatives * Prepares loan narratives for presentation to Senior Management * Develops, approves and services all types of secured and unsecured loans * Assumes full responsibility for quality, completeness and accuracy of all loan documentation in the loan portfolio, ensuring that loans meet the criteria. * Ensures that the loan portfolio has a minimum number of loan workouts, watch list credits or maturing loans * Contributes to Bank's overall management objectives by participating in meetings and supporting Bank goals * Utilizes sales and product knowledge to effectively cross-sell products to new or existing customers or to refer new or existing customers to other areas of the bank * Bachelor's Degree, required; preference for Finance/Economics or related business field, preferred * A minimum of five plus years' experience in Commercial Lending, preferably in a C&I banking environment * Demonstrated proficiency in Microsoft Office Suite, specifically in Excel * Excellent written and oral communication skills * Strong local community involvement strongly, highly preferred Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future. Diversity At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you. First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status. At First Bank, we embrace a hybrid work environment which include at least three full days in the office with more or all in-office days expected of our client facing teams. This is a client facing role. The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to, prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the range below. The range is driven by the geographic location of our estimated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current pay: $138,000 - $175,000
    $138k-175k yearly 27d ago
  • VIP Relationship Manager

    Crypto.com 3.3company rating

    Relationship manager job in Los Angeles, CA

    At Crypto.com, our growing VIP team is looking for a Relationship Manager to serve as the dedicated partner and internal advocate for a portfolio of our most valuable clients. This role is for someone who instinctively understands what these clients value most - prioritizing discretion, anticipating needs, and taking the initiative rather than simply providing reactive support. You will be responsible for developing a deep understanding of your client portfolio to drive loyalty, while also proactively hunting and acquiring new high-value business to expand our ecosystem. Operating within a remote, fast-paced environment, you will combine an elite service standard with a start-up growth mindset, directly influencing the development of a best-in-class VIP experience. Responsibilities Own the end-to-end relationship for a dedicated book of high-value clients, acting as their internal champion and primary point of contact Move beyond reactive support. Stay ahead of client needs, providing rapid, high-context responses that reflect a deep understanding of their goals Deliver more than just platform tips. Provide personalized insights and market updates that help clients navigate the ecosystem and deepen their loyalty to the brand Proactively monitor AUM and platform usage to mitigate retention risks and uncover untapped growth potential Act as the face of the brand at exclusive VIP events and activations. You will leverage these hospitality opportunities to strengthen existing bonds and convert high-potential prospects into long-term clients Build deep-rooted trust that naturally leads to referrals and network growth, helping to solidify our position as the market leader Report and synthesize client feedback, working closely with Strategy, Product, Marketing and Risk to ensure our VIP offering remains the best in the industry Requirements 4+ years of experience in client-facing roles - specifically within Relationship Management, Sales or Customer Success - with a proven track record of success within Crypto, Fintech, or the gaming/predictions industry. You are naturally curious; you want to know what really drives your clients, allowing you to align the Crypto.com ecosystem with their long-term goals You are driven by results and the challenge of scaling a book of business. You find energy in the fast-paced nature of the crypto markets and are motivated by the challenge of converting complex client needs into successful, long-term partnerships You don't wait for direction; you seek out opportunity. You stay ahead of market trends to provide valuable insights that drive engagement and portfolio growth, You understand how to use hospitality and events as a platform for meaningful connection and business development You are comfortable navigating ambiguity and can pivot quickly as this fast-paced industry evolves ***************** Empowered to think big. Try new opportunities while working with a talented, ambitious and supportive team.Transformational and proactive working environment. Empower employees to find thoughtful and innovative solutions.Growth from within. We help to develop new skill-sets that would impact the shaping of your personal and professional growth.Work Culture. Our colleagues are some of the best in the industry; we are all here to help and support one another.One cohesive team. Engage stakeholders to achieve our ultimate goal - Cryptocurrency in every wallet. Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us - our internal mobility program offers employees a new scope. Are you ready to kickstart your future with us? BenefitsCompetitive salary Attractive annual leave entitlement including: birthday, work anniversary 401(k) plan with employer match Eligible for company-sponsored group health, dental, vision, and life/disability insurance Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us. Our internal mobility program can offer employees a diverse scope. Our Crypto.com benefits packages vary depending on region requirements, you can learn more from our talent acquisition team. About Crypto.com:Founded in 2016, Crypto.com serves more than 150 million customers and is the world's fastest growing global cryptocurrency platform. Our vision is simple: Cryptocurrency in Every Wallet™. Built on a foundation of security, privacy, and compliance, Crypto.com is committed to accelerating the adoption of cryptocurrency through innovation and empowering the next generation of builders, creators, and entrepreneurs to develop a fairer and more equitable digital ecosystem. Learn more at ******************* Crypto.com is an equal opportunities employer and we are committed to creating an environment where opportunities are presented to everyone in a fair and transparent way. Crypto.com values diversity and inclusion, seeking candidates with a variety of backgrounds, perspectives, and skills that complement and strengthen our team. Personal data provided by applicants will be used for recruitment purposes only. Please note that only shortlisted candidates will be contacted.
    $72k-114k yearly est. Auto-Apply 2d ago
  • Relationship Manager

    Redwood Trust Inc. 3.7company rating

    Relationship manager job in Los Angeles, CA

    Job Description CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental properties. The Relationship Manager will be responsible for sourcing new credit line and term loan customers via direct outbound efforts as well as through responding to inbound inquiries. Relationship Managers will work with other team members to support customers throughout the loan process, from initial inquiry to closing. Essential Functions and Responsibilities: Include the following but not limited to, other duties may be assigned. Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors and other groups across the real estate community Attend and professionally represent CAF at conferences and industry events Proactively contact potential and existing customers through phone calls, email and in-person meetings Evaluate the merits and risks of potential credit line and term loan transactions Prepare term sheets and summary analysis of potential transactions Perform cashflow based underwriting for term loans as well as narratives/conclusions regarding the suitability of potential transactions Periodically produce brief and topical marketing blogs sponsored by CAF Meet or exceed quarterly/annual individual production targets Regularly log customer interaction in CAF's Salesforce CRM platform Assist underwriting and other deal team members as needed Minimum Requirements: The responsibilities listed below are required. Accommodations may be made to enable the individual with disabilities to ensure the individual can perform the essential functions and responsibilities. Bachelor's Degree 2 years of experience in one or more of the following areas: commercial banking, specialty finance, residential or commercial loan originations Hands-on approach with track record of driving results Exceptional interpersonal and relationship building skills Strong financial background with analytical and numerical proficiency Must be proficient in Excel, other Office products (or equivalent) and CRM platforms (ideally Salesforce) Ability to balance personal resourcefulness and individual drive in a team-based environment Willingness to travel Working Conditions: Typical office environment Travel required, up to 10% Computer, keyboard, telephone, fax machine, scanner and copier, etc. Occasional overtime work required throughout the year A reasonable estimate of the base compensation range for this role is 55K + commission. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
    $90k-141k yearly est. 2d ago
  • Relationship Manager (Associate Director) - The Orchard

    Sony Music Global 4.7company rating

    Relationship manager job in Los Angeles, CA

    We are searching for a Relationship Manager who will serve as a key liaison between our HipHop, R&B, and Gospel label partners and internal teams. You will be responsible for maintaining strong, productive relationships, ensuring the successful execution of campaigns, and providing support for real-time updates and deliverables. The ideal candidate will have a deep understanding and proactive approach to product management in the HipHop, R&B, and Gospel genres. What you'll do Relationship Management: Maintain close relationships with label day-to-day teams, ensuring clear communication and timely updates on project deliverables. Weekly visits to key clients. Campaign Coordination: Ensure all departments are equipped with the necessary tools and support to execute campaign plans effectively. Communication: Share regular updates with both internal and external parties on campaign progress, priority release schedules, and other key initiatives. Project Management: Ensure plans and campaigns stay on track, responding quickly to action items and maintaining momentum. Campaign Execution: Ensure campaigns are executed to the highest standard, maintaining a high level of service and attention to detail. Data-Driven Decision Making: Use reports and data to adapt quickly to emerging trends and increased fan activity, adjusting campaigns as needed. Goal Setting: Work with the Relationship Lead to build benchmarks and set campaign goals at the start of each project. Artist & Campaign Insights: Stay informed on both high-performing and developing artists, identifying opportunities to increase visibility and performance. Company Knowledge: Serve as a reliable, knowledgeable source about company processes, ensuring smooth campaign execution. Catalog Optimization: Help optimize label catalogs, especially around key tentpole moments. Problem-Solving & Flexibility: Be prepared to jump in and tackle problems as they arise. Find creative solutions to keep projects moving forward. Demonstrate flexibility and balance in support of label needs. Performance Reporting: Regularly prepare high-level performance reports on label, artist, and campaign results for the team. Who you are Experience: Minimum of 5 years in project management or campaign coordination. Previous experience product managing directly with labels, third-party agencies, or artist management teams is preferred. Analytical Skills: Proficiency in utilizing analytics tools to track and interpret release performance, trends, and metrics. Communication: Excellent verbal and written communication skills, with the ability to serve as a key liaison between artists, labels, internal teams, and external partners. Organization: Ability to stay organized in a fast-paced environment, meeting deadlines and resolving challenges quickly. Project Management: Exceptional organizational skills, with the ability to manage multiple complex projects and priorities simultaneously. A highly organized professional that pays close attention to the details with the ability to multitask and prioritize to tight deadlines. Proactivity: Ability to be proactive, with a problem-solving mindset and a willingness to take initiative. Software Proficiency: Familiarity with digital tools, release management software, and project management platforms is highly desirable. You are also experienced in Microsoft Office Suite & Google Workspace Applications and are adaptable to new programs. Motivation: You are passionate about the music business and have a desire to build a career in the industry. What We Give You You join an inclusive, collaborative and global community where you have the opportunity to channel your passion every day A modern office environment designed to foster productivity, creativity, and teamwork empowering you to bring your best Opportunities to connect with our valuable resources, such as our Counsel of Equity & Progressive Action (CEPA), a group created by our employees tasked with developing and implementing innovative solutions to advance a globally-shared goal of ensuring fair and inclusive spaces for all An attractive and comprehensive benefits package including medical, dental, vision, life & disability coverage, and 401K + employer matching Voluntary benefits like company-paid identity theft protection and resources for pets, mental health and meditation resources, industry-leading fertility coverage, fully paid leave for childbirth or bonding, fully paid leave for caregivers, programs for loved ones with developmental disabilities and neurodiversity, subsidized back-up child and elder care, and reimbursement for adoption, surrogacy, tuition, and student loans Investment in your professional growth and development enabling you to thrive in our vibrant community. The space to accelerate progress, positively disrupt, and create what happens next Time off for a winter recess About The Orchard The Orchard is a leading full-service music distribution company operating in 48 markets worldwide and servicing top global independent artists and labels. With cutting-edge operations and an unparalleled global team, The Orchard partners with clients to provide full scale solutions across a variety of verticals. Championed by an exceptional community of music lovers and experts, The Orchard empowers creators to grow and evolve in the dynamic, global industry. The Orchard focuses on providing a comfortable, social, and engaging environment to encourage productivity and creativity. The Orchard is committed to providing equal employment opportunity for all persons regardless of age, disability, national origin, race, color, religion, sex, sexual orientation, gender, gender identity or expression, pregnancy, veteran or military status, marital and civil partnership/union status, alienage or citizenship status, creed, genetic information or any other status protected by applicable federal, state, or local law. California based applicants have certain rights under California law. Please see our California Recruitment Privacy Policy for more details. The anticipated annual base salary does not include any other compensation components or other benefits that an individual may be eligible for. The actual base salary offered depends on a variety of factors, which may include as applicable, the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, and the location in which the applicant lives and/or from which they will be performing the job. California Pay Range $70,000 - $80,000 USD
    $70k-80k yearly Auto-Apply 60d+ ago
  • Marketing Relationship Manager

    Pacific Life 4.5company rating

    Relationship manager job in Newport Beach, CA

    Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking a talented Marketing Relationship Manager to fill an existing role on our Marketing Strategy Team in Newport Beach, CA. As a Marketing Relationship Manager, you'll move Pacific Life, and your career, forward by driving the division's growth and long-term success. In this role, you'll contribute to the Consumer Markets Division's growth and long-term success by leading strategic conversations and developing marketing communications and campaign strategies that support key stakeholders. You will serve as the primary marketing contact for the Sales and Strategic Accounts teams, partnering closely with internal teams to understand our top relationships. Your focus will be on delivering sales requests, shaping product positioning strategies for focus firms, and collaborating with sales to identify and deepen opportunities that drive growth for life insurance product solutions. You'll collaborate with colleagues across Product Marketing Strategy, Relationship Management, Value-Add Strategy, and other Marketing functions. Additionally, you'll work cross-functionally with various teams within CMD to ensure the successful execution of marketing campaigns and strategic initiatives. How you'll help us move forward: * Develops marketing strategies, help align resources and execute marketing campaigns. * Provides scope and helps to consolidate background information on marketing resource requests, especially when driven by internal accounts or sales distribution channels. * Develop deep expertise in assigned focus firms and serve as the marketing point of accountability by providing guidance on firm requirements and ensuring materials align with firm-specific needs. * Serve as the primary marketing contact for the Sales organization and represent Marketing within the Wholesaler Advisory Group, developing sales ideas and marketing campaigns that align with Sales positioning and priorities. * Proactively communicate with all stakeholders and teammates to ensure alignment, clarity, and transparency throughout projects and initiatives. * Collaborate with Analytics and other departments to gather sales data and report on metrics tied to marketing-driven efforts within focus firms. * Promote awareness of Marketing's resources and initiatives across Sales and Strategic Accounts teams to ensure effective utilization and alignment. * Travel periodically with the Sales team to meet with financial professionals, gaining deeper insight into the sales process to better support their business and marketing needs. * Requires in-depth knowledge and experience and uses best practices and knowledge of internal or external business issues to improve products or services. The experience you bring: * 5+ years of experience in marketing, relationship management, and sales within financial services. Experience with life insurance is preferred; annuity knowledge is a plus. * Proven ability to develop integrated strategic marketing plans that drive awareness, engagement, and demand among clients. * Familiarity with marketing technologies, including CRM platforms (Salesforce is preferred), sales enablement tools, marketing automation platforms, social media management tools, and analytics platforms. * Strong communication, attention to detail, and time management skills to effectively manage multiple projects with overlapping deadlines. * Demonstrated flexibility and adaptability in a fast-paced, evolving environment. * Excellent collaboration and leadership skills to build relationships and work cross-functionally across teams. What makes you stand out: * Demonstrate marketing and sales experience in financial services, especially with life insurance products. * Communicate marketing, business, and technical needs clearly to align teams and achieve goals. * Excel in fast-paced environments, managing multiple complex projects at once. * Apply data-driven thinking to solve problems and evaluate the effectiveness of marketing channels and tactics. #LI-KB1 You can be who you are: We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $110,700.00 - $135,300.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. * Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents * Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off * Paid Parental Leave as well as an Adoption Assistance Program * Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
    $110.7k-135.3k yearly Auto-Apply 54d ago
  • Relationship Manager

    California Bank of Commerce 4.4company rating

    Relationship manager job in Los Angeles, CA

    Job DescriptionDescription: Responsible for managing overall loan and deposit relationships with customers. Grows revenues as directed by senior management by successfully prospecting new business and retaining and expanding existing customer relationships. Responsibilities include recommending loans for approval within assigned limits, managing loan and portfolio credit quality, sourcing prospects, and developing new customer relationships, cross-selling appropriate bank products and services to prospects and customers. ESSENTIAL DUTIES AND RESPONSIBILITIES: Retain and expand relationships with existing customers. Prospects for and closes new business relationships. Grows net revenue year over year as directed by Senior Management. Recommend appropriate client risk rating and manage credit quality. Develop and implement an effective calling program for existing customers. Develop and implement a plan for sourcing prospects and developing new customer relationships. Manages assigned customer relationships and brings in appropriate product specialists as needed. Resolve customer problems and act as a liaison with other departments to ensure that the customer experiences the highest level of service and support. Manages overall customer profitability. Develops and implements relationship strategies for cross-selling bank products and services. Satisfies customer requirements by providing a full array of loan, deposit, cash management and other appropriate bank products. Responsible for keeping current on the bank's lending policies, products, and services. Participate in community and CRA activities to promote the Company's brand in our communities. Actively ensure compliance with the Company's Code of Ethics and all Bank Secrecy Act/Anti-Money Laundering, USA Patriot Act, information security and suspicious activity reporting requirements, policy and procedures. Actively participates in any required corporate and business line training in these areas. Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with customers to understand each customer's normal account activity, as appropriate for this position. Requirements: REQUIRED SKILLS AND ABILITIES: Computer skills to include use of Microsoft Office products and other programs as required. Excellent written and verbal communication skills, attention to detail and follow-through. Demonstrated leadership skills and ability to foster and sustain collaborative work relationships within the bank. Requires strong relationship management and business development abilities, well-developed analytical and problem-solving skills. Must possess a broad knowledge of bank products and services that result in successfully capitalizing on all opportunities. Dedication to teamwork and long-term commitment to success. Education/Licenses/Work Experience: Bachelor's degree from an accredited college or university Five to seven years of commercial lending experience. Broad knowledge and experience in banking operations, products, and services. Experience in managing and growing medium to large sized portfolio of loan and/or deposit relationships. Experience in effectively handling complex credits. Work Environment Standard office environment with a moderate noise level. Physical Demands The work environment characteristics and physical requirements described here are representative of those which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. Prolonged periods sitting at a desk and working on a computer. Remain in a stationary position for sustained periods of time. Occasionally move about inside the office to access filing cabinets and/or other office machinery. Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery. Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scan machine, and/or computer printer. Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers. Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading. Regularly required to communicate verbally with employees, clients, and vendors. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled Pay Range: $130,000 - $160,000 annually. Pay range may vary based on skills, experience, and location.
    $130k-160k yearly 16d ago
  • Client Relationship Lead - Beverly Hills

    Neiman Marcus 4.5company rating

    Relationship manager job in Beverly Hills, CA

    Inclusive Benefits We offer an inclusive and comprehensive range of benefits to our valued associates, including: Medical, Dental, Vision Benefits Disability Benefits Paid Parental Leave, Paid Family Leave, and Adoption Support Paid Time Off Retirement Savings Plan (401K) and Life Insurance Financial Solutions NMG Associates Core Discount of 30% Personal and Professional Development Opportunities For more information, please click “Our Benefits” section on our career site or reference the link here: https\://********************************** About Neiman Marcus Group Our legacy of innovation and culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. As a female-founded, female-majority organization that outpaces the U.S. population in racial and ethnic diversity, our people are at the heart of our progress, and we take great care to protect and empower them. We are committed to equal employment opportunity regardless of race, color, religion, sex, pregnancy, sexual orientation, gender identity and/or expression, marital status, age, national origin, disability, genetic information, veteran status, or any other status protected by federal, state, or local law. We are committed to providing reasonable accommodations during our Talent Acquisition process. If you have a disability and need assistance or an accommodation, please email us at *********************************. Neiman Marcus Group is a relationship business that leads with love in everything we do-for our customers, associates, brand partners, and communities. Our legacy of innovating and our culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. Our brands include Neiman Marcus and Bergdorf Goodman. Your Role As our Client Relationship Lead you will create and support growth strategies for targeted client segments at the store level, enabling associates to cultivate relationships with clients of the Neiman Marcus brand. You will work onsite in your assigned store and report to the store General Manager. What You'll Do Cultivate relationships with all client segments within the store/market Develop and decide the best practices to deploy to achieve Client Development KPIs in Store or Market in collaboration with Brand Experience Guide all Client Development-specific initiatives in store in partnership with Client Development Market Manager and Store Leadership Team Leverage digital tools as an important enabler to deepen and build relationships Identify opportunities to deepen relationships with top clients for Private Client Relations (PCR) programs and experiences Assist and partners with Brand Experience coordinating in-store experiences (e.g., Fitting Room Experience, events) What You Bring 2-4 years of experience, luxury retail fashion experience Ability to establish close working relationships Microsoft Office Suite proficient Associate will work a flexible schedule Certain roles may require standing, bending, climbing stairs, and lifting and carrying up to 10 pounds
    $103k-140k yearly est. Auto-Apply 60d+ ago
  • Client Solutions Manager

    Meta Platforms, Inc. 4.8company rating

    Relationship manager job in Los Angeles, CA

    The Client Solutions Manager for Meta's Global Business Group is a strategic and enthusiastic solution-driver who puts our customers at the core of everything we do. This is an outstanding opportunity to lead key client relationships, leverage analytical skills, and develop platform and product expertise to become a trusted consultant in media planning, strategy, and measurement to our Fortune 1000, multi-channel advertisers. With proven understanding of performance marketing, this role is responsible for partnering with the sales team to develop trusted relationships, drive revenue by negotiating and optimizing complex opportunities. Success in this position requires data and analytical skills that allows the individual to translate a business objective into an analysis framework, in order to provide best-in-class data-driven consultative sales approach, and can thrive in a dynamic, team-focused environment delivering against business goals. Minimum Qualifications * Advanced experience structuring and manipulating raw data into datasets for analysis * Expertise analyzing data from a variety of different sources (quantitative and qualitative), presenting the data in a clear and concise manner, and developing actionable insights * Demonstrated track record in leveraging data, developing insight-backed hypotheses and driving learning plans to build compelling business cases * Demonstrated track record in leveraging data to develop broader prototyping solutions for the entire team * Demonstrated track record driving a book of business, increasing revenue and business performance * Experience delivering insights to both technical and non-technical audiences * Experience working with cross-functional teams * Experience influencing C-level executives and clients * Experience navigating ambiguity with agility to effectively lead complex and changing priorities * Proven understanding of the technology landscape * 8+ years of experience with online advertising/online media * Bachelor Degree Preferred Qualifications * Knowledge of SQL, relational databases, and/or statistical packages such as R, SAS, SPSS * Knowledge and experience with data querying (e.g., SQL, advanced excel/GSheet) * Experience with business case modeling and market/opportunity sizing * Experience with Meta's full suite of advertising solutions * Experience working cross-functionally with Product teams to improve products features and functionalities Responsibilities * Act as a product & insights expert to identify and implement marketing solutions that drive measurable business results for our partners * Build and manage relationships with key clients and agency partners (media, creative, marketing partners, etc.) * Manage a book of business and drive performance through operational rigor and sales acumen, identifying upselling and cross-selling opportunities, analyzing sales data, creating targeted sales strategies * Identify and lead new business opportunities through developing and driving strategic account plans to drive investment growth * Develop narratives and recommendations from custom analyses, build presentations, and present findings to business stakeholders * Design experimentation initiatives, develop experiment tracking, analyze results and present recommendations * Serve as external product consultant educating clients and agencies on product solutions and best practices, and ultimately grow existing business partnership * Drive proactive media & measurement strategy, implementation, and optimizations to increase performance and investments * Oversee account operations (e.g. troubleshooting issues, account set up, etc.) * Work and collaborate with a wide group of internal cross-functional teams to project manage complex workstreams * Travel as needed About Meta Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Apps like Messenger, Instagram and WhatsApp further empowered billions around the world. Now, Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual reality to help build the next evolution in social technology. People who choose to build their careers by building with us at Meta help shape a future that will take us beyond what digital connection makes possible today-beyond the constraints of screens, the limits of distance, and even the rules of physics. Equal Employment Opportunity Meta is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. You may view our Equal Employment Opportunity notice here. Meta 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, fill out the Accommodations request form.
    $118k-167k yearly est. 12d ago
  • Commercial Relationship Manager

    City First Bank 4.4company rating

    Relationship manager job in Los Angeles, CA

    WHO WE ARE City First Bank N.A. is a mission-driven Community Development Financial Institution (CDFI) principally focused on a transformative impact in underserved, urban markets with the highest needs to drive equitable economic development. Our credit activities are purely commercial and focused on the following segments: Multifamily Affordable Housing, Not-for-Profit Finance, and Small Business Finance. As a depository and commercial lending provider with over $1.3 billion in bank assets as of December 31, 2024, our unified organization has over 100 employees in Washington DC and Los Angeles/Inglewood, CA. ROLE SUMMARY The Relationship Manager (RM) is primarily responsible for soliciting new business and managing customer relationships of small businesses and not-for-profit organizations (including churches and charter schools, among others). These activities generally include loans for working capital, expansion, and the acquisition or renovation of nonresidential owner-occupied real estate. In addition, the RM is responsible for soliciting new business and managing relationships of the bank's commercial real estate customers (investors and developers) and prospects including office, retail, shopping strips, warehouse, industrial, facilities and land development, primarily for investment purposes. These lending activities generally include loans for acquisition, new construction, renovation, and refinancing. The position reports to the Commercial Banking Team Leader. The RM will develop business geared toward growth in new customer relationships, strengthening and expanding existing customer relationships, increasing profitability, and elevating the Bank's reputation in the marketplace. The RM is responsible for all phases of loan and deposit production, including lead generation, closing, and relationship management. The RM is an officer of the Bank, participating and presenting loans for approval in the Mangers' Loan Committee (MLC) and Directors' Loan Committee (DLC) of the Bank, as well as other staff meetings as required. While the duties and responsibilities associated with underwriting and loan administration will reside principally with the Credit staff, RMs will remain accountable for the credit quality of their relationships, including but not limited to adherence to Loan and Credit policies and procedures, and other bank policies and procedures as they relate to his/her loan portfolio. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Business Development * Develop new - and expand existing - commercial loan and deposit relationships through targeted calling and community relations work, consistent with the Bank's risk and return parameters. RM will cross sell other Bank services, when possible, also consistent with the Bank's risk and return parameters. * Maintain a targeted calling program focused on expanding current business and attracting new business to the Bank. Attendant to this calling program, the RM will: * Develop and deliver status reports to the ECRE (Eastern Commercial Regional Executive) and management staff on a regular basis. * Research and establish target markets and mine existing portfolio to better understand current product/services used and increase wallet share. * Provide support to the ECRE, other RMs, senior management, and the Credit staff through joint calls, training and shared market intelligence. * Recommend new products and services to generate fee, contract, and services revenue. * Recommend new traditional and non-traditional products and services which the market is seeking, including non-traditional community development services such as financial literacy training, counseling, and technical assistance. * Establish and maintain relationships with industry influencers and key community and strategic partners. Where appropriate, directly joins local business and community organizations as a representative of the Bank or recommends other bank employees for involvement or membership. Participates in the community outreach process, and actively participates in key community organizations, meetings, and events. * Attend various promotional events including, but not limited to, trade shows, business seminars, receptions, etc. to ensure an increase in the overall customer base and the retention of existing customers. Customer Relationship Management * Support the ECRE in providing "best in class" ongoing services to existing customers. Assist the Credit staff in providing follow up on Annual Reviews of customer relationships, and in ensuring the timely renewal or resolution of expiring/expired loans, covenant compliance, and documentary requirements. Loan and Credit Administration * Accountable for a loan portfolio consistent with the Bank's credit policies, underwriting guidelines, and procedures, and its mission. Reviews loan write-ups to ensure consistent presentation of information, monitors risk ratings and assures they are kept current and accurate, assists in the review of problem loans, and assists the collection/workout process when needed to ensure the best possible outcome and recovery for the Bank. * Accountable for adherence to Bank policies and procedures; particularly - but not limited to - Loan and Credit policies and procedures, laws, rules, and regulations. Take initiative to comply with legal requirements, audit, regulatory, and internal compliance guidelines. Responds quickly to correct regulatory, audit and compliance deficiencies. Adheres to Bank's Code of Ethics. Requirements EDUCATION & EXPERIENCE Required Education/Experience: * Bachelor's Degree in finance, accounting or business required or 3 additional years of experience in commercial credit analysis and commercial underwriting * 3+ years of portfolio management and commercial underwriting experience * 3+ years of proven sales record in meeting or exceeding goals in commercial lending * Formal or in-house credit training; counts toward one year of experience Preferred Education/Experience: * Supervision of a team or in a leadership role CERTIFICATIONS * Not applicable KNOWLEDGE, SKILLS, AND ABILITIES Required Knowledge & Skills: * Proven sales and business development skills * Excellent oral, written and interpersonal communication skills with the ability to carry out instructions. Instruct others, interpret documents, understand procedures, write reports and correspondence, and speak clearly to clients, customers, and employees. * Knowledge and training in all lending activities * Knowledge of commercial, and commercial real estate loan processing * Ability to read, analyze and interpret general business periodicals, professional journals, and technical procedures * Knowledge of related state and federal lending and compliance regulations and other Bank lending policies. * Basic skills in personal computer operation, word processing and spreadsheet software. * Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. * Ability to work without supervision while performing duties * Critical and creative thinking * Negotiation skills; diplomacy * Maintenance of fast pace * Excellent organizational and time management skills * Excellent leadership skills * Excellent training skills * Excellent time management skills
    $79k-120k yearly est. 60d+ ago
  • Client Relationship Manager | Fund Finance for a top performing financial institution [LA]

    Vertical Careers

    Relationship manager job in Pasadena, CA

    Relationship Manager [2 Openings] 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.
    $81k-134k yearly est. 17d ago
  • Senior Client Relationship Manager, Global Clients & Industries

    Whitecase

    Relationship manager job in Los Angeles, CA

    Senior Client Relationship Manager, Global Clients & Industries Firm SummaryWhite & Case is an elite global law firm serving leading companies, financial institutions and governments worldwide. Our long history as an international firm means we are perfectly placed to help our clients resolve their most complex legal challenges wherever they may be. With lawyers operating from more than 40 locations, working around the world, we have invested heavily in building a high-quality full-service practice competing at the top of the market. We are distinguished by our on-the-ground presence in the world's key financial markets and our strengths in handling complex cross-border work. It's not just about our global network of offices; it's the global interconnectedness of the Firm that our people, and our clients, value most. We work well together across geographic and practice boundaries. It's one of the reasons we attract and retain cross-border work. Our lawyers are globally minded, enterprising, collaborative and committed to excellence. Our people represent 90 nationalities and speak 80 languages. Position SummaryAs the Senior Client Relationship Manager, you will play a pivotal role in deepening and expanding client relationships with the firm's most strategic clients, particularly within priority sectors and companies headquartered or with a strong presence on the West Coast of the United States. This role is central to advancing the Firm's long-term growth agenda and reinforcing its reputation as a trusted advisor to key technology and other priority sector clients. You will collaborate closely with senior partners, global industry leaders, and cross-functional client teams to develop and execute relationship strategies that deliver sustained value for both the client and the Firm. This is not a traditional business development role. It is focused on strategic client cultivation, targeted relationship growth, and maximizing the full potential of key accounts through insight, coordination, and high-touch engagement. You will join a collaborative and growing team of relationship managers based around the world working with high profile Partners and big brand clients. ResponsibilitiesAct as a strategic advisor to partners and senior stakeholders on business development opportunities, particularly for clients headquartered on the West Coast. Develop and execute go-to-market strategies in collaboration with the Global Industry Group Leaders and others relevant leaders, aligned with the firm's broader growth sectors. Drive growth of key institutional client relationships, working across practice groups and geographies to identify and pursue revenue-generating opportunities. Lead and manage select Global Strategic Clients, including development of client plans, setting engagement and revenue goals, and tracking progress across service lines. Act as a connector across internal teams and client stakeholders to ensure seamless delivery of the Firm's capabilities. Analyze market and client research to identify opportunities from emerging trends, challenges, and legal needs within the various growth sectors. Map key decision-makers and influencers within target client organizations and support relationship development strategies with internal client teams. Build and maintain a strong personal network of senior-level client contacts to advance the Firm's positioning and objectives. Monitor client satisfaction and ensure ongoing alignment between client needs and Firm offerings. Support partners and client teams with strategic pitches, proposals, RFP responses, and client presentations, ensuring sector relevance and value alignment. Work closely with the Events and Sponsorship teams to identify, evaluate, and coordinate firm participation in relevant conferences, panels, sponsorships, and networking. Track and report on business development metrics, client engagement activities, and revenue performance against plan, providing insights and recommendations for improvement. Champion knowledge-sharing initiatives within the firm related to Global Strategic Clients and sector trends, supporting training, client debriefs, and internal updates. Contribute to special projects and strategic initiatives as directed by various leadership stakeholders. Essential job requirements Significant experience in business development or client relationship management, with at least 3 years of experience within a law firm, professional services, or a global organization serving multiple sectors. Deep understanding of the Technology industry and its key players, market trends, and cross-industry intersections (e. g. , Venture Capital, FinTech, HealthTech, AI, SaaS). Track record of developing and executing strategic business development plans that have led to measurable client growth and revenue generation. Proven ability to build and maintain strong relationships with senior internal stakeholders and external clients, with credibility and gravitas at the executive level. Exceptional project and account management skills, with the ability to manage competing priorities and multiple stakeholders in a fast-paced, deadline-driven environment. Proactive, entrepreneurial, and solutions-oriented, with a strong sense of accountability and ownership over results. Effective communicator with excellent written, verbal, and presentation skills, able to convey complex ideas clearly and diplomatically across diverse audiences. Strong commercial acumen and analytical mindset, with the ability to synthesize data, identify opportunities, and influence strategy. Highly organized and detail-focused, while maintaining a clear grasp of broader business and sector objectives. Collaborative and team-oriented, with experience leading or participating in cross-functional initiatives and client teams. Tech-savvy, with strong proficiency in MS Office (Word, Excel, PowerPoint, Outlook) and ideally experience with CRM systems (e. g. , InterAction), document management platforms (e. g. , iManage), and research tools (e. g. , PitchBook, Capital IQ). Flexible and adaptable, able to navigate change and ambiguity with resilience and a positive outlook. Bachelor's degree required, advanced degree or MBA a plus. Location & ReportingRole based in the Los Angeles office. The role reports to the Associate Director, Global Clients, based in London. Note to Recruitment AgenciesOur Internal Recruitment team are responsible for all end-to-end lateral recruitment process. All agencies must sign White & Case terms of business which are often specific. Candidates submitted by an agency without terms of business agreed with the appropriate office, and/or outside of our online application tracking system, will not be considered a formal introduction. Any applications and CVs sent directly to White & Case Partners and employees will not be accepted as formal introductions. If you have any questions, please contact the Americas Lateral Recruitment team. Equal OpportunitiesWhite & Case is an Equal Employment Opportunity (EEO) employer and is committed to creating a fair workplace. It is our Firm's policy to recruit, employ, train, compensate and promote without regard to race, color, religion, creed, national origin, age, gender, sexual orientation, marital status, military or veteran status, disability, genetic information, or any other category protected by applicable law. Applicants who are interested in applying for a position and require an accommodation during the process should contact talent. acquisition@whitecase. com. Benefits at White & CaseWhite & Case LLP offers a comprehensive suite of benefit programs to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, vacation time, and leave programs (including parental leave). Exempt roles are also performance bonus eligible. The Firm may modify and amend any job description at any time in its sole discretion. Nothing herein creates a contract of employment or otherwise modifies the at-will nature of employment. 1The above is only a general description of the essential duties associated with this position and does not represent an exhaustive or comprehensive list of all duties. Primary Location: United States-Los Angeles Expected Workplace: Onsite Job Posting: Nov 19, 2025, 10:02:16 PM Salary range for Los Angeles market: 174,400 - 261,600 US Dollar (USD) YearlySalary range in other markets will vary Refer a friend for this job Tell us about a friend who might be interested in this job. All privacy rights will be protected. Refer a friend
    $81k-133k yearly est. Auto-Apply 5h ago
  • Private Client Relationship Manager - Los Angeles, CA

    JPMC

    Relationship manager job in Los Angeles, CA

    Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. Job responsibilities Develop new and manage existing client relationships, providing exceptional service that exceeds expectations Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads Develop strong internal partnerships across all lines of business in order to best meet client's specific needs Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities, and skills A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence Proven trusted relationship builder with a track record of delivering an exceptional client experience Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients Demonstrated understanding of investments, wealth planning, credit and banking concepts Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date Preferred qualifications, capabilities, and skills A bachelor's degree Experience cultivating relationships through delivering Home or Business lending needs FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This role is located in the Los Angeles, CA area and will report in the office. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
    $81k-133k yearly est. Auto-Apply 60d+ ago
  • Client Relationship Manager

    Ernest Packaging Solutions 4.3company rating

    Relationship manager job in Los Angeles, CA

    For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun while earning what you're worth with a lot of really awesome people. Ernest Packaging Solutions is currently in search of a Client Relationship Manager (B2B outside sales) for our division located in Los Angeles, CA. This is a full-time position that offers a competitive base salary, plus commission, along with benefits. The packaging industry consists of various products that range from shipping and receiving supplies (corrugated, plastics, foams, glues, adhesives, films) to custom packaging solutions for companies that sell tangible products, along with industrial supplies. Every product we purchase at one point or another was most likely packaged and often times packaged again during shipment. Therefore, packaging supplies have proven to be an indispensable necessity in a market with an unquenchable thirst. However, we can also sell janitorial, facilities, and safety supplies along with packaging related automation. Responsibilities: Outside face to face sales New business development, account management, client retention Develop and maintain your book of business The benefits of being an Ernest Client Relationship Manager: develop, keep, and manage your own accounts continue to make residual income from your accounts and of course a strong base salary + commission + benefits uncapped earnings potential Please learn more about Ernest Packaging Solutions by watching some of our Youtube videos: Ernest's Cardboard Guitar Strikes a Chord Moving Packaging Forward Ernest is a nationwide company, but did you know that our humble roots started in a Los Angeles garage? Brothers Ernie and Charles Wilson founded the company in 1946 with a dedication to customized service. Even after decades of delivering great packaging to our customers, that commitment has never changed. We always find the best solution to fit our customers' needs, even if we have to invent it!
    $78k-133k yearly est. Auto-Apply 60d+ ago
  • Chinese Bilingual Client Relationship Sr Manager

    Beyond Holding Us, LLC

    Relationship manager job in Irvine, CA

    The Role: We are looking for a stellar Client Relationship Sr. Manager/Director experienced in High-Net-Worth investment sales management with a successful and verifiable track record. This role will report to partners and will be responsible for managing High-Net-Worth client relationship team, maintain and grow current client base, and increase AUM. This is a full-time sales position that requires all-around dedication. The work location is in Irvine, CA. What You'll do: The Client Relationship Director is responsible for refining and expanding an HNW sales team in California initially and expand nationwide thereafter. You will create sales plans to generate revenue, collaborate with business development and marketing teams, lead the sales team to build a seamless process and procedure in prospecting and contacting potential investors, addressing their concerns and queries in a timely fashion to seal the deal and ensure client satisfaction and happiness. Essential duties and responsibilities: Lead the sales team on effective sales strategy and sales performance. Craft roadmaps and timelines to maintain current client base and expand AUM per investor. Work with BD team to expand current Chinese speaking high net worth client-base. Improve client relationship management KPI design. Collaborate with the rest of the executive leadership team to steer overall company strategy, execution, and culture. Build, develop, and coach a team of top-notch sales talent. Provide feedback on key budgeting and investment decisions. Who You are: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Demonstrated past exemplary achievements as a leader in HNI investment sales. At least two-year experience as a manager in personal banking, investment relationship and sales, and similar area Fluent in both English and Chinese At least five years of experience in the financial industry required Superb social networking capabilities. Ability to open targeted channels for prospecting. Familiarity with CRM platforms and strong negotiation skills. Entrepreneurial spirit and energetic personality. Familiarity with financial products, services, procedures, including stock markets, trusts, etc. Excellent organizational, interpersonal and communication skills, able to cope with complex situations. Good sense of compliance requirement. Strong sense of teamwork, proactive, and confident. Self-motivated and constantly improving on soft skills to meet job requirements. Demonstrated ability to identify and pursue new business leads. Demonstrated commitment to excellence and social consciousness. NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Employee Benefits and Perks: We offer a comprehensive benefits package: Opportunities for professional development and growth within an inclusive team environment. Medical, Dental, Vision, and Life coverage for employee and premium allowance/subsidy for employee's eligible dependents PTO (vacation and sick) 401(k) with Enhanced Employer Safe Harbor match 10 paid holidays in a year. Professional membership reimbursement Cell phone/technology reimbursement Note: Benefits can and may change any time at the management's discretion and in compliance with applicable State and Federal laws. Compensation: Sr. Manager Level: $70 - $80k / Director Level: 80k - 100k Base pay (DOE) + performance bonus. Qualified individuals can expect to make $200k - $300k /year. Applicants must be currently authorized to work in the United States on a full-time basis and able to commute to Irvine, CA. Find out more about us by following us on our social media accounts: *********************************** Beyond International is an equal opportunity employer in every aspect of employment, including but not limited to; selection, training, development and promotion of the most qualified candidates and employees without regard to their race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by state or local law. Beyond International is committed to equal employment opportunity in all other privileges, terms and conditions of employment that may not be covered in this statement. Beyond International is an at-will employer.
    $79k-131k yearly est. 60d+ ago
  • Client Partner Media

    Tata Consulting Services 4.3company rating

    Relationship manager job in Culver City, CA

    Client Partner for a large Media customer encompassing all service lines. * Develop a robust pipeline and drive market share by securing new business opportunities while nurturing and developing opportunities with existing and new areas in the account * Focused penetration into white spaces by leveraging TCS growth eco system and capabilities * Drive deals for inorganic growth * Continuous development of new CXO relationships especially in Non CIO functions * Enhance portfolio of growth and transformation deals in the account * Interact with client senior decision makers about their strategic growth objectives and communicating our capability to directly match their needs. * As a Media/finance/ technology specialist, be responsible for developing a continuous pipeline of sales leads by researching the multiple layers for existing and new clients * Manage the entire sales lifecycle Qualifications: * 15+ yrs experience in IT industry & Media Domain (ie. digital solutions, digital transformation, IT technology trends/cutting-edge solutions, etc) for Media clients. * Prior experience as BRM is a must * 5+ yrs of experience in sales / business development roles. * Thorough knowledge of sales methodologies. * Strong executive presence - very comfortable with C-level executives. * Expertise in managing multi-stakeholder sales cycles and closing large deals. * Ability to identify client problem areas and develop unique and compelling value propositions that focus on delivering business value to the client. BE/BTech, MS, MBA Salary Range: $147,000-$203,000 a year #LI-KM1
    $147k-203k yearly 17d ago
  • JPMorgan Private Client Relationship Manager - Irvine, CA

    Jpmorgan Chase 4.8company rating

    Relationship manager job in Irvine, CA

    At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business. **Job responsibilities** + Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations. + Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach. + Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations. + Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication. + Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance. + Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. + Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities. + Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise. + Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence. **Required qualifications, capabilities, and skills** + Possess 10+ years in Financial Services, including affluent or complex relationship management and business development. + Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business. + Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships. + Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning. + Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service. + The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided. **Preferred qualifications, capabilities, and skills** + Hold a college degree or military equivalent. **The base salary for this position is $150,000 / year. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis.** More details about total compensation and benefits will be provided during the hiring process. **Federal Deposit Insurance Act:** This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************* Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Irvine,CA $150,000.00 - $150,000.00 / year
    $150k-150k yearly 60d+ ago

Learn more about relationship manager jobs

How much does a relationship manager earn in Pico Rivera, CA?

The average relationship manager in Pico Rivera, CA earns between $61,000 and $148,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.

Average relationship manager salary in Pico Rivera, CA

$95,000

What are the biggest employers of Relationship Managers in Pico Rivera, CA?

The biggest employers of Relationship Managers in Pico Rivera, CA are:
  1. GBC International Bank
  2. ADP
  3. City National Bank
  4. Comerica
  5. Hanmi Financial
  6. Adpcareers
  7. Blueprint30 LLC
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