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Become A Senior Relationship Manager

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Working As A Senior Relationship Manager

  • Interacting With Computers
  • Communicating with Supervisors, Peers, or Subordinates
  • Guiding, Directing, and Motivating Subordinates
  • Coaching and Developing Others
  • Establishing and Maintaining Interpersonal Relationships
  • Deal with People

  • Unpleasant/Angry People

  • Mostly Sitting

  • Make Decisions

  • $166,500

    Average Salary

What Does A Senior Relationship Manager Do

Financial managers are responsible for the financial health of an organization. They produce financial reports, direct investment activities, and develop strategies and plans for the long-term financial goals of their organization.

Duties

Financial managers typically do the following:

  • Prepare financial statements, business activity reports, and forecasts
  • Monitor financial details to ensure that legal requirements are met
  • Supervise employees who do financial reporting and budgeting
  • Review company financial reports and seek ways to reduce costs
  • Analyze market trends to maximize profits and find expansion opportunities
  • Help management make financial decisions

The role of the financial manager, particularly in business, is changing in response to technological advances that have substantially reduced the amount of time it takes to produce financial reports. Financial managers’ main responsibility used to be monitoring a company’s finances, but they now do more data analysis and advise senior managers on ways to maximize profits. They often work on teams, acting as business advisors to top executives.

Financial managers also do tasks that are specific to their organization or industry. For example, government financial managers must be experts on government appropriations and budgeting processes, and healthcare financial managers must know about topics in healthcare finance. Moreover, financial managers must be knowledgeable about special tax laws and regulations that affect their industry.

The following are examples of types of financial managers:

Chief financial officers (CFOs) are accountable for the accuracy of a company’s or organization’s financial reporting, especially among publicly traded companies. As head of a company’s entire financial department, they manage the lower level financial managers. They oversee the company’s financial goals, objectives, and budgets.

Controllers direct the preparation of financial reports that summarize and forecast the organization’s financial position, such as income statements, balance sheets, and analyses of future earnings or expenses. Controllers also are in charge of preparing special reports required by governmental agencies that regulate businesses. Often, controllers oversee the accounting, audit, and budget departments of their organization.

Treasurers and finance officers direct their organization’s budgets to meet its financial goals. They oversee the investment of funds and carry out strategies to raise capital (such as issuing stocks or bonds) to support the firm’s expansion. They also develop financial plans for mergers (two companies joining together) and acquisitions (one company buying another).

Credit managers oversee their firm’s credit business. They set credit-rating criteria, determine credit ceilings, and monitor the collections of past-due accounts.

Cash managers monitor and control the flow of cash that comes in and goes out of the company to meet the company’s business and investment needs. For example, they must project cash flow (amounts coming in and going out) to determine whether the company will have a shortage or surplus of cash. 

Risk managers control financial risk by using strategies to limit or offset the probability of a financial loss or a company’s exposure to financial uncertainty. Among the risks they try to limit are those that stem from currency or commodity price changes.

Insurance managers decide how best to limit a company’s losses by obtaining insurance against risks, such as the need to make disability payments for an employee who gets hurt on the job or the costs imposed by a lawsuit against the company.

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How To Become A Senior Relationship Manager

Financial managers typically have a bachelor’s degree and 5 years or more of experience in another business or financial occupation, such as an accountant, securities sales agent, or financial analyst.

Education

A bachelor's degree in finance, accounting, economics, or business administration is often the minimum education needed for financial managers. However, many employers now seek candidates with a master’s degree, preferably in business administration, finance, or economics. These academic programs help students develop analytical skills and learn financial analysis methods and software.

Licenses, Certifications, and Registrations

Professional certification is not required, but some financial managers still get it to demonstrate a level of competence. The CFA Institute confers the Chartered Financial Analyst (CFA) certification to investment professionals who have at least a bachelor’s degree, 4 years of work experience, and pass three exams. The Association for Financial Professionals confers the Certified Treasury Professional credential to those who pass an exam and have a minimum of 2 years of relevant experience.

Work Experience in a Related Occupation

Financial managers usually have experience in another business or financial occupation. For example, they may have worked as a loan officer, accountant, securities sales agent, or financial analyst. 

In some cases, companies provide formal management training programs to help prepare highly motivated and skilled financial workers to become financial managers.

Important Qualities

Analytical skills. Financial managers increasingly are assisting executives in making decisions that affect their organization, a task which requires analytical ability.

Communication skills. Excellent communication skills are essential because financial managers must explain and justify complex financial transactions.

Detail oriented. In preparing and analyzing reports such as balance sheets and income statements, financial managers must be precise and attentive to their work in order to avoid errors.

Math skills. Financial managers must be skilled in math, including algebra. An understanding of international finance and complex financial documents also is important.

Organizational skills. Financial managers deal with a range of information and documents and so they must stay organized to do their jobs effectively.

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Senior Relationship Manager jobs

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Senior Relationship Manager Career Paths

Senior Relationship Manager
Vice President And Manager Finance Advisor
Account Manager
5 Yearsyrs
Managing Director Property Manager
Director Of Sales
10 Yearsyrs
Management Consultant Senior Manager
Director Of Sales And Operations
10 Yearsyrs
Senior Project Manager Program Director
General Manager
7 Yearsyrs
Business Analyst Product Manager
Key Account Manager
7 Yearsyrs
Business Analyst Assistant Vice President
Manager, Assistant Vice President
7 Yearsyrs
Business Developer Business Manager
National Account Manager
8 Yearsyrs
Senior Account Executive Regional Sales Manager
National Sales Manager
10 Yearsyrs
Resolution Specialist Account Manager
Regional Accounts Manager
8 Yearsyrs
Senior Vice President Finance Advisor
Regional Sales Director
10 Yearsyrs
Management Consultant Product Manager
Regional Sales Manager
9 Yearsyrs
Senior Account Executive Director Of Sales
Regional Vice President
11 Yearsyrs
Resolution Specialist Loss Mitigation Specialist
Relationship Manager
6 Yearsyrs
Credit Officer Underwriter
Senior Account Manager
7 Yearsyrs
Vice President And Manager Senior Consultant
Senior Product Manager
9 Yearsyrs
Managing Director Senior Vice President Of Marketing
Senior Vice President, Sales
14 Yearsyrs
Principal Senior Sales Executive
Strategic Accounts Manager
9 Yearsyrs
Senior Project Manager President Of Operations
Vice President & General Manager
12 Yearsyrs
Business Developer Vice President, Business Development
Vice President & Sales Manager
9 Yearsyrs
Credit Officer Credit Manager
Vice President And Manager
10 Yearsyrs
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Senior Relationship Manager Demographics

Gender

Male

60.8%

Female

37.0%

Unknown

2.1%
Ethnicity

White

77.6%

Asian

10.4%

Hispanic or Latino

9.2%

Unknown

1.9%

Black or African American

0.9%
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Languages Spoken

Spanish

34.3%

French

11.9%

Chinese

10.4%

Mandarin

7.5%

Japanese

4.5%

Hindi

3.0%

Russian

3.0%

Italian

3.0%

Portuguese

3.0%

German

3.0%

Hebrew

3.0%

Telugu

1.5%

Romanian

1.5%

Dutch

1.5%

Georgian

1.5%

Catalan

1.5%

Bengali

1.5%

Cantonese

1.5%

Greek

1.5%

Carrier

1.5%
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Senior Relationship Manager Education

Schools

University of Phoenix

15.0%

Pennsylvania State University

6.3%

George Washington University

5.5%

Northeastern University

5.5%

Syracuse University

4.7%

New York University

4.7%

Arizona State University

4.7%

Fordham University

4.7%

San Diego State University

4.7%

Case Western Reserve University

4.7%

Duke University

4.7%

Boston University

4.7%

Boston College

3.9%

Texas A&M University

3.9%

University of Massachusetts Amherst

3.9%

University of Notre Dame

3.9%

University of Denver

3.9%

Hofstra University

3.9%

Wayne State University

3.1%

University of Nebraska at Omaha

3.1%
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Majors

Business

32.4%

Finance

22.3%

Marketing

7.7%

Management

4.9%

Accounting

4.1%

Economics

3.2%

Political Science

3.2%

Psychology

2.8%

Communication

2.7%

Education

1.7%

English

1.7%

Project Management

1.7%

International Business

1.6%

Computer Science

1.6%

Human Resources Management

1.6%

Law

1.6%

History

1.4%

Criminal Justice

1.3%

Real Estate

1.3%

General Education, Specific Areas

1.3%
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Degrees

Bachelors

43.6%

Masters

33.4%

Other

14.9%

Certificate

3.5%

Associate

2.4%

Doctorate

1.3%

Diploma

0.6%

License

0.3%
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Real Senior Relationship Manager Salaries

Job Title Company Location Start Date Salary
Senior Relationship Manager Credit Agricole Corporate and Investment Bank Miami, FL Aug 19, 2015 $250,000
Senior Relationship Manager Credit Agricole Corporate and Investment Bank Miami, FL Mar 01, 2012 $250,000
Senior Relationship Manager Credit Agricole Corporate and Investment Bank Miami, FL Jul 25, 2013 $250,000
Senior Relationship Manager HSBC Bank USA, N.A. Miami, FL Aug 24, 2014 $235,000
Senior Relationship Manager HSBC Global Asset Management (USA) Inc. Miami, FL Jul 06, 2015 $220,000
Senior Relationship Manager Metals Team SG Americas Securities, LLC New York, NY Aug 07, 2014 $219,000
Senior Principal, Relationship Marketing Ca, Inc. Santa Clara, CA Aug 01, 2016 $217,547
Senior Relationship Manager Metals Team SG Americas Securities, LLC New York, NY Jun 07, 2013 $214,032
Senior Relationship Manager DVB Transport (Us) LLC New York, NY Oct 09, 2016 $206,232 -
$215,000
Senior Relationship Manager HSBC Private Bank International Miami, FL Jan 10, 2011 $200,000
Senior Relationship Manager (Aviation) DVB Transport (Us) LLC New York, NY Oct 01, 2010 $192,000
Senior Relationship Manager HSBC Bank USA, N.A. Miami, FL Sep 09, 2015 $185,000
Senior Relationship Manager HSBC Bank USA, N.A. Miami, FL Nov 05, 2016 $185,000
Senior Relationship Manager, Latam Citicorp North America Inc. Miami, FL May 10, 2015 $175,000
Senior Relationship Manager Westlb AG New York, NY Sep 01, 2010 $170,000
Senior Relationship Manager Microsoft Corporation Bellevue, WA Nov 09, 2016 $166,500
SR. Manager, CRM Solutions Medallia, Inc. Palo Alto, CA Nov 10, 2014 $160,000
VP, Government Policy & Finance Senior Relationship Manager Barclays Us GPF Inc. New York, NY Mar 14, 2015 $150,000 -
$200,000
SR. Manager Outsourcing-Vendor Relationships The Gap, Inc. San Francisco, CA Dec 03, 2012 $145,000 -
$158,000
Senior Manager Relationship Management HSBC Bank USA, N.A. Salinas, CA Nov 05, 2010 $140,000
Senior Relationship Manager-Team Lead RABO Agrifinance Inc. Victoria, TX Sep 09, 2015 $140,000
Senior Supplier Relationship Program & M&A Manager Salesforce.Com, Inc. San Francisco, CA Oct 31, 2011 $140,000
Senior Manager-CRM Jade Global Inc. San Jose, CA Sep 09, 2016 $140,000
VP Senior Relationship Manager Jpmorgan Chase & Co. New York, NY Dec 14, 2013 $140,000
Senior Relationship Manager Banco Do Brasil New York, NY Aug 17, 2014 $125,000
Senior Manager of CRM Integrated Silicon Solution, Inc. Milpitas, CA Sep 23, 2016 $124,758
Senior Relationship Manager Charles Schwab and Company, Inc. New York, NY Apr 10, 2013 $120,000
Senior Relationship Manager Lloyds TSB Bank PLC Miami, FL May 15, 2012 $120,000

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Top Skills for A Senior Relationship Manager

FinancialNeedsAssetsLoanPortfolioBusinessDevelopmentCustomerServiceRealEstateRelationshipManagementClientRelationshipsIncomeClientSatisfactionClientBaseCustomerSatisfactionRFPSalesGoalsBusinessPartnersAnnualRevenueProjectManagementCustomerRelationshipsWealthManagementRiskManagement

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Top Senior Relationship Manager Skills

  1. Financial Needs
  2. Assets
  3. Loan Portfolio
You can check out examples of real life uses of top skills on resumes here:
  • Identified prospects, evaluated financial needs and developed new business opportunities through superior consultative and negotiation skills.
  • Increased 2010 revenues by 19% to $1.3 million, and grew assets under management by nearly $27 million.
  • Expanded and maintained stock secured commercial loan portfolio consisting of 400 loans with a total commitment amount of $26.8 Million.
  • Identified opportunities for business development and consistently increased revenue and profits.
  • Support the Financial Center Manager in supervising internal operations and providing guidance and training to 5-6 Customer Service Representatives.

Top Senior Relationship Manager Employers

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