Texas Licensed Relationship ManagerVirtualVocations • Lakeland, Florida, United States
Texas Licensed Relationship Manager
VirtualVocations • Lakeland, Florida, United States
job_description.job_card.1_day_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for a Relationship Manager - Private Wealth & Tax Solutions (Southwest Region).
Key Responsibilities
Develop, nurture, and manage relationships with Strategic Partners and their clients
Convert qualified leads into active Strategic Partners through consultative selling
Maintain and grow client and Strategic Partner portfolios, focusing on retention and satisfaction
Required Qualifications
Minimum 7+ years in private wealth management, tax planning, or related advisory disciplines
CPA credential or significant accounting / tax background strongly preferred
Demonstrated success in business development and relationship management with high-net-worth individuals
Experience in tax strategy development, business succession planning, or estate planning
Background in managing complex client relationships and converting prospects into partnerships
serp_jobs.job_alerts.create_a_job
Relationship Manager • Lakeland, Florida, United States
Job_description.internal_linking.related_jobs
MP's client is one of the largest independent, privately held national benefits and retirement planning solutions firms in the country.
They have grown by carefully selecting and acquirin...serp_jobs.internal_linking.show_more
Responsibilities include but are not limited to : .Business development with a focus on acquisition of new clients and expanding relationships with existing clients.
Develop network of external referr...serp_jobs.internal_linking.show_more
Acts as the primary advisor for a portfolio of Corporate Banking clients.Develops new business relationships and maintains important revenue-generating client relationships through new business dev...serp_jobs.internal_linking.show_more
Account Manager, Provider Relations.MyCare Medical Group is a healthcare organization committed to delivering the highest quality, most cost-effective care to its patients.We are looking for an exp...serp_jobs.internal_linking.show_more
Relationship Manager will be a key member of our Healthcare, Education & Not-for-Profit Team, which covers our clients and prospects throughout the State of Florida.
The Healthcare, Education and No...serp_jobs.internal_linking.show_more
Private Client Relationship Manager.Location : On site as described in posting.As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth C...serp_jobs.internal_linking.show_more
Client Relationship Manager Landscape Maintenance.The Client Relationship Manager (CRM) is a strategic account leader responsible for building trusted partnerships with high-value clients, driving...serp_jobs.internal_linking.show_more
Overview : Acts as the primary advisor for a portfolio of Corporate Banking clients.Develops new business relationships and maintains important revenue-generating client relationships through new bu...serp_jobs.internal_linking.show_more
The Association Banking Relationship Manager assumes responsibility for cultivating and expanding commercial banking relationships within the Community Association industry.This role involves strat...serp_jobs.internal_linking.show_more Acts as the primary advisor for a portfolio of Corporate Banking clients.Develops new business relationships and maintains important revenue-generating client relationships through new business dev...serp_jobs.internal_linking.show_more 
Our network includes 16 community-based hospitals, a long-term acute care facility, home health services, outpatient centers, and thousands of physicians.
With the support of more than 30,000 team m...serp_jobs.internal_linking.show_more
On site as described in posting.As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients.
You are responsible for advising your c...serp_jobs.internal_linking.show_more
Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to he...serp_jobs.internal_linking.show_more
Relationship Manager, Middle Market.The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the group.This role will focu...serp_jobs.internal_linking.show_more
The Association Banking Relationship Manager assumes responsibility for cultivating and expanding commercial banking relationships within the Community Association industry.This role involves strat...serp_jobs.internal_linking.show_more
Commercial Relationship Manager.Make banking a Fifth Third better We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Ban...serp_jobs.internal_linking.show_more
Commercial Lines Account Manager.Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their Acent...serp_jobs.internal_linking.show_more
FASTSIGNS Relationship Manager Opportunity.FASTSIGNS #178301 is hiring for a Relationship Manager team member to join our team at this leading sign company! Have you ever worked in an industry that...serp_jobs.internal_linking.show_more
The business offers deposit solutions, loans, treasury services and other banking products to manufacturers, distributors and a wide variety of service industries.
The Managing Director Relationship...serp_jobs.internal_linking.show_more
The Association Banking Relationship Manager assumes responsibility for cultivating and expanding commercial banking relationships within the Community Association industry.This role involves strat...serp_jobs.internal_linking.show_more
Relationship Manager (Remote)
MP RPO • Lakeland, FL, USA
serp_jobs.filters.remote
serp_jobs.job_card.permanent
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_variable_days
Corp. Bnkg. Relationship Manager - Tampa, FL
Valley National Bancorp • Tampa, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Corporate Banking Relationship Manager (Hiring Immediately)
City National Bank of Florida • TAMPA, FL, US
serp_jobs.job_card.part_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Account Manager, Provider Relations
MyCare Medical Group • Tampa, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Sr. Relationship Manager, Global Commercial Banking Healthcare, Education, Not-for-Profit (West Palm Beach, Orlando, Tampa)
Bank of America • Tampa, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Private Client Relationship Manager
First Horizon • Tampa, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Client Relationship Manager
Sunrise Landscape • Tampa, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Corporate Banking Relationship Manager
City National Bank of Florida • Tampa, Florida, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Association Banking Relationship Manager
City National Bank • Tampa, FL, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Corporate Banking Relationship Manager
City National Bank • Tampa, FL, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Employee Relations Manager
BayCare Health System • Winter Haven, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Private Client Relationship Manager
First Horizon Bank • Tampa, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Marriage and Family Therapist
Headway • FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Relationship Manager - Middle Market - Tampa Market
Comerica • Tampa, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Association Banking Relationship Manager
City National Bank of Florida • Tampa, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Commercial Relationship Manager
Fifth Third Bancorp • Tampa, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Commercial Lines Account ManagerBrandon, Florida, United States
Acentria Insurance • Brandon, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Relationship Manager
FastSigns • Riverview, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Managing Director Relationship Manager-Middle Market Banking
First Citizens Bank • Tampa, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Association Banking Relationship Manager (Hiring Immediately)
City National Bank of Florida • Tampa, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new