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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 At Citrix Systems Inc.

* Establish relationships and engage at staff levels to identify and sell Citrix products and services direct to the strategic, complex, or tactically important named accounts.
* Carry a revenue quota to meets or exceed sales targets and demonstrate continuous progress towards achieving account strategies.
* Provides day to day leadership and may act as a team leader.
* Build up strategic contacts at CIO, managing director and executive level
* Interact strongly with customer at the Senior Management level with support on forming a relationship with C level contacts within these accounts.
* Understand and document customer’s business and IT strategies, priorities and goals.
* Identify, develop, execute, and maintain account strategies to drive adoption of Citrix products and services revenue within assigned enterprise accounts and their subsidiaries and affiliates.
* Establish and lead teams of internal and external resources to identify, pursue, and close specific opportunities consistent with account strategies.
* Establish and maintain relationships with resellers, system integrators, and any other external partner to develop and achieve account strategies and opportunity plans

What Does A Senior Relationship Manager Do At Centurylink

* The right candidate must provide superior customer service on a day to day basis.
* Must be self motivated and disciplined and thrive on uncovering customer needs.
* Must have worked in a quota bearing capacity and understand the various stages of the sale cycle.
* Must possess the energy, determination and will to aggressively seek new sales opportunities every day.
* Will maintain up to date account plans and keep organized records of activities.
* Must have excellent verbal, math and written communication skills and be able to present solutions in both small and large group settings.
* Acquire and integrate industry knowledge related to general trends, emerging technologies, & competitors.
* Use a consultative sales approach to understand customer’s business needs, issues, strategies and priorities to deliver a value-adding business solution.
* Manage sales funnel to analyze and manage pipeline activity and monitor sales activity against assigned quotas.
* Experience with Sales Force, PowerPoint, Excel to develop and deliver quality presentations

What Does A Senior Relationship Manager Do At S&P Global

* Maintain total sales and Net Renewal Rate at or above established targets
* Help establish relationships with senior level researchers and deans of universities
* Remain current with industry news and developments to understand the impact to your current prospects for additional sales opportunities.
* Maintain focused approach to team s daily sales activity pipelines and systems based workflow (i.e. Salesforce.com)
* Ensure successful transition of new clients to the Relationship Management group.
* Develop industry specific knowledge necessary to coach team to have credible diagnostic conversations

What Does A Senior Relationship Manager Do At T. Rowe Price

* Developing and growing a book of business to achieve financial objectives for each client or household relationship.
* Proactively advising clients on investment products and service solutions that will enhance the client’s relationship with T.
* Rowe Price, resulting in net new flows to the Individual Investors organization.
* Providing proactive service support for each client and their household either personally or through an extended network of T.
* Rowe Price front office and back office service support teams.
* Guiding clients through complex service inquiries such as inheritances, charitable giving, and other significant life events that require resolution.
* Identifying vulnerable client relationships, assessing the degree of vulnerability, and leveraging the firm’s internal resources and organization to develop and execute a retention strategy.
* Partnering with II
* Personal Investors Experience, Marketing, and Sales teams to coordinate client development and loyalty strategies for book of business and/or local market such as local events

What Does A Senior Relationship Manager Do At Citi

* Serve as trusted advisor to CEOs and CFOs as a result of providing creative financial solutions and superior execution.
* Gain client confidence and trust to achieve first right of refusal on clients’ business opportunities.
* Actively build a pipeline and call on clients and develop relationships at multiple levels across the client organization.
* Closely monitor clients to both identify business opportunities and anticipate potential risks.
* Proactively take action on possible risk issues and concerns.
* Develop and execute both short- and long-term plans to differentiate Citibank from other, entrenched competitors allowing the bank higher share of wallet and relationship profitability.
* Partner with product specialists to develop a thoughtful relationship plan for each client and prospect that focuses on both lending and non-lending business opportunities with the client and identifies specific action items to provide multi-product banking solutions to clients.
* Partner with other Citi businesses (particularly ICG) to ensure support to overall client and franchise objectives.
* Oversee talented junior resources to provide financial solutions to clients and prospects and ensure safe and sound underwriting practices.
* Demonstrate strong and visible leadership and foster positive attitudes and trust among clients, prospects, and employees.
* Maintain frequent interaction with centers of influence (both external and internal), industry associations, community leaders, and senior business contacts.
* Strictly adhere to internal organizational and control policies such as the account opening protocols of accurate collection, completion and updating of all required documentation.
* Ensure that the organization’s activities are carried out in accordance with all regulatory, legal, and governmental regulations.
* This position requires moderate to extensive travel across the country, depending on the portfolio mix

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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.


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


  • Male

  • Female

  • Unknown



  • White

  • Asian

  • Hispanic or Latino

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • Chinese

  • Mandarin

  • Japanese

  • Hindi

  • Russian

  • Italian

  • Portuguese

  • German

  • Hebrew

  • Telugu

  • Romanian

  • Dutch

  • Georgian

  • Catalan

  • Bengali

  • Cantonese

  • Greek

  • Carrier

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Senior Relationship Manager

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Senior Relationship Manager Education

Senior Relationship Manager

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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 Jul 25, 2013 $250,000
Senior Relationship Manager Credit Agricole Corporate and Investment Bank Miami, FL Mar 01, 2012 $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 -
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 Nov 05, 2016 $185,000
Senior Relationship Manager HSBC Bank USA, N.A. Miami, FL Sep 09, 2015 $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
VP, Government Policy & Finance Senior Relationship Manager Barclays Us GPF Inc. New York, NY Mar 14, 2015 $150,000 -
Senior Principal, Relationship Marketing Ca, Inc. Santa Clara, CA Mar 01, 2014 $140,525
Senior Relationship Manager-Team Lead RABO Agrifinance Inc. Victoria, TX Sep 09, 2015 $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 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
Senior Program and Relationship Manager-Brilliant Factory General Electric Company Van Buren, MI Aug 06, 2016 $110,000 -

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Top Skills for A Senior Relationship Manager


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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