insurance relationship manager jobs in Redwood City, CA

LOCATION: Hybrid, San Mateo, CA Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and...

Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive...

Avidbank is a $2.1 billion commercial bank based in Silicon Valley serving the San Francisco Bay area and beyond. We are a highly responsive business bank, providing tailored financial solutions. We are advocates for our clients and specialize in providing innovative banking products and supportive services that exceed our clients' expectations.Founded in 2003, we specialize in commercial &...

Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately Relationship Manager, Business, Relationship, Officer, Manager, Business Services, Relations

Overview Application Deadline: 11/30/2025 Address: 50 W. San Fernando St. Job Family Group: Commercial Sales & Service We are seeking a Vice President or Director level Senior Relationship manager in our Diversified Industries Group primarily covering the South Bay Market in the San Francisco Bay Area. The ideal candidate has 10+ years of experience calling on companies in middle market...

A premier financial services company is seeking a Private Banking Relationship Manager in California. This role involves managing client relationships, generating business, and ensuring high client satisfaction. The ideal candidate will have a Bachelor's degree and over 6 years of experience in banking-related fields, with necessary licenses. Comprehensive benefits and a competitive salary...

About Allocate Allocate is transforming private market investing by enabling RIAs and family offices to seamlessly discover, model, and manage their private market exposure. Our platform combines curated fund and co-investment opportunities with institutional-grade infrastructure. Through a single, data-rich digital experience, clients access top-tier opportunities across venture capital,...

IntroductionSince 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained...

A confidential fintech platform is seeking a Managing Director of Relationship Management to lead partnerships with advisors and family offices. The ideal candidate has over 8 years of experience in private markets, strong communication skills, and an extensive network in advisory firms. The position offers a competitive salary package of $175K–$230K plus a performance bonus and equity, based...

Pay Range:$102,960.00 - $171,600.00Job Description:Job Summary:The VP/Relationship Manager will serve as the primary advisor for our business clients with a focus in building and developing relationships. The VP will examine, evaluate and recommend approval of client applications for a myriad of bank products, including commercial lines of credit, commercial term loans, letters of credit, real...

The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an industry leading client experience to E*TRADE's most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs.Morgan Stanley is a leading global financial services firm providing a wide range of...

Managing Director / Director, Relationship Management, Wealth Advisory Firms Get AI-powered advice on this job and more exclusive features. About Allocate Allocate is transforming private market investing by enabling RIAs and family offices to seamlessly discover, model, and manage their private market exposure. Our platform combines curated fund and co-investment opportunities with...

Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing fina Relationship Manager, Relationship, Client Relations, Manager, Business Development, Financial, Business Services

We are a US-based fintech company revolutionizing global trade for SMEs. At Drip Capital, we’re redefining the future of trade finance and facilitation, empowering small and medium-sized enterprises (SMEs) to scale internationally with ease. With the global SME trade market exceeding $5 trillion, our mission is to provide businesses in emerging markets with seamless access to capital—eliminating...

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...

A fintech firm revolutionizing private market access is seeking a Managing Director/Director of Relationship Management in Menlo Park, CA. The role involves managing relationships with wealth advisory firms and educating them on private market strategies. Ideal candidates will have over 8 years of experience in related roles and a strong understanding of private markets. The competitive...

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and...

RELATIONSHIP MANAGER IWHAT IS THE OPPORTUNITY?Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings.Will have...

A leading financial institution is seeking a dedicated professional to provide financial solutions to small businesses. The role involves managing client relationships, identifying new opportunities through prospecting, and delivering a branded customer experience in a field-based position. Applicants should have a high school diploma and exhibit strong sales and communication skills. The...

About Allocate Allocate is transforming private market investing by enabling RIAs and family offices to seamlessly discover, model, and manage their private market exposure. Our platform combines curated fund and co-investment opportunities with institutional-grade infrastructure. Through a single, data-rich digital experience, clients access top-tier opportunities across venture capital,...