Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management * Prepare and deliver presentations ...
New
Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management * Prepare and deliver presentations ...
New
Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management * Prepare and deliver presentations ...
New
Birmingham, AL · On-site +1
The Sr. Executive Relationship Manager prospects and develops upper middle market banking ... Consistently exceed production targets in call activity, new client acquisition, funding loans ...
Birmingham, AL · On-site +1
The Sr. Executive Relationship Manager prospects and develops upper middle market banking ... Consistently exceed production targets in call activity, new client acquisition, funding loans ...
Birmingham, AL · On-site +1
The Sr. Executive Relationship Manager prospects and develops upper middle market banking ... Consistently exceed production targets in call activity, new client acquisition, funding loans ...
Birmingham, AL · On-site +1
The Sr. Executive Relationship Manager prospects and develops upper middle market banking ... Consistently exceed production targets in call activity, new client acquisition, funding loans ...
Manage and retain profitable client relationships * Develop new business through active calling on clients and prospects * Develop and maintain a strong COI's network * Use Vertical IQ, Business ...
Manage and retain profitable client relationships * Develop new business through active calling on clients and prospects * Develop and maintain a strong COI's network * Use Vertical IQ, Business ...
Manage and retain profitable client relationships * Develop new business through active calling on clients and prospects * Develop and maintain a strong COI's network * Use Vertical IQ, Business ...
Manage and retain profitable client relationships * Develop new business through active calling on clients and prospects * Develop and maintain a strong COI's network * Use Vertical IQ, Business ...
Manage and retain profitable client relationships * Develop new business through active calling on clients and prospects * Develop and maintain a strong COI's network * Use Vertical IQ, Business ...
Manage and retain profitable client relationships * Develop new business through active calling on clients and prospects * Develop and maintain a strong COI's network * Use Vertical IQ, Business ...
Commercial Relationship Manager - Birmingham, Alabama Celebrating over 100 years in the community, Citizens Trust Bank remains committed to providing personalized service and financial solutions to ...
Quick apply
Commercial Relationship Manager - Birmingham, Alabama Celebrating over 100 years in the community, Citizens Trust Bank remains committed to providing personalized service and financial solutions to ...
Contributes to the growth and profitability of the bank through commercial relationships. MAJOR DUTIES AND RESPONSIBILITIES * Works with branch managers to determine business plan to reach area sales ...
Contributes to the growth and profitability of the bank through commercial relationships. MAJOR DUTIES AND RESPONSIBILITIES * Works with branch managers to determine business plan to reach area sales ...
Contributes to the growth and profitability of the bank through commercial relationships. MAJOR DUTIES AND RESPONSIBILITIES * Works with branch managers to determine business plan to reach area sales ...
Contributes to the growth and profitability of the bank through commercial relationships. MAJOR DUTIES AND RESPONSIBILITIES * Works with branch managers to determine business plan to reach area sales ...
Contributes to the growth and profitability of the bank through commercial relationships. MAJOR DUTIES AND RESPONSIBILITIES * Works with branch managers to determine business plan to reach area sales ...
Quick apply
Contributes to the growth and profitability of the bank through commercial relationships. MAJOR DUTIES AND RESPONSIBILITIES * Works with branch managers to determine business plan to reach area sales ...
Contributes to the growth and profitability of the bank through commercial relationships. MAJOR DUTIES AND RESPONSIBILITIES * Works with branch managers to determine business plan to reach area sales ...
Contributes to the growth and profitability of the bank through commercial relationships. MAJOR DUTIES AND RESPONSIBILITIES * Works with branch managers to determine business plan to reach area sales ...
Contributes to the growth and profitability of the bank through commercial relationships. MAJOR DUTIES AND RESPONSIBILITIES * Works with branch managers to determine business plan to reach area sales ...
Contributes to the growth and profitability of the bank through commercial relationships. MAJOR DUTIES AND RESPONSIBILITIES * Works with branch managers to determine business plan to reach area sales ...
Contributes to the growth and profitability of the bank through commercial relationships. MAJOR DUTIES AND RESPONSIBILITIES * Works with branch managers to determine business plan to reach area sales ...
Quick apply
Contributes to the growth and profitability of the bank through commercial relationships. MAJOR DUTIES AND RESPONSIBILITIES * Works with branch managers to determine business plan to reach area sales ...
Birmingham, AL · On-site
$86K - $105K/yr
Assesses the client's financial needs for the purpose of formulating a business plan and delivering ... Provides small business relationship management with existing customers to fully understand their ...
Birmingham, AL · On-site
$86K - $105K/yr
Assesses the client's financial needs for the purpose of formulating a business plan and delivering ... Provides small business relationship management with existing customers to fully understand their ...
Birmingham, AL · On-site
Client Relationship Account Manager Pennsylvania Steel Company Birmingham, AL Full Time / Permanent Opportunity Pennsylvania Steel Company is a leading distributor of steel and aluminum. We are a ...
Birmingham, AL · On-site
Client Relationship Account Manager Pennsylvania Steel Company Birmingham, AL Full Time / Permanent Opportunity Pennsylvania Steel Company is a leading distributor of steel and aluminum. We are a ...
Provides guidance to less experienced relationship managers * Attracts new business relationships and expands existing business relationships through the call program. * Participate in community ...
Provides guidance to less experienced relationship managers * Attracts new business relationships and expands existing business relationships through the call program. * Participate in community ...
Ensure credit quality and risks are identified in client portfolio as well as maintaining ... Manage and grow a portfolio of high-value clients by deepening existing relationships and acquiring ...
Ensure credit quality and risks are identified in client portfolio as well as maintaining ... Manage and grow a portfolio of high-value clients by deepening existing relationships and acquiring ...
Provides guidance to less experienced relationship managers * Attracts new business relationships and expands existing business relationships through the call program. * Participate in community ...
Provides guidance to less experienced relationship managers * Attracts new business relationships and expands existing business relationships through the call program. * Participate in community ...
Provides guidance to less experienced relationship managers * Attracts new business relationships and expands existing business relationships through the call program. * Participate in community ...
Provides guidance to less experienced relationship managers * Attracts new business relationships and expands existing business relationships through the call program. * Participate in community ...
Ensure credit quality and risks are identified in client portfolio as well as maintaining ... Manage and grow a portfolio of high-value clients by deepening existing relationships and acquiring ...
Ensure credit quality and risks are identified in client portfolio as well as maintaining ... Manage and grow a portfolio of high-value clients by deepening existing relationships and acquiring ...
$26.3K - $32K
5% of jobs
$32K - $37.7K
14% of jobs
$39.5K is the 25th percentile. Wages below this are outliers.
$37.7K - $43.3K
18% of jobs
The median wage is $47.4K / yr.
$43.3K - $49K
18% of jobs
$49K - $54.7K
15% of jobs
$56.8K is the 75th percentile. Wages above this are outliers.
$54.7K - $60.4K
13% of jobs
$60.4K - $66.1K
7% of jobs
$66.1K - $71.8K
3% of jobs
$71.8K - $77.5K
3% of jobs
$77.5K - $83.1K
2% of jobs
$83.1K - $88.8K
1% of jobs
$26.3K
$52K
$88.8K
| Aspect | Client Relationship Manager | Account Executive |
|---|---|---|
| Primary Focus | Maintaining and strengthening client relationships | Acquiring new clients and closing sales |
| Work Environment | Ongoing client support, account management | Sales meetings, prospecting, negotiations |
| Required Skills | Communication, relationship-building, customer service | Sales techniques, negotiation, product knowledge |
| Industry Usage | Customer service, consulting, finance | Sales, marketing, advertising |
While both roles involve client interaction, the Client Relationship Manager focuses on nurturing existing accounts, whereas the Account Executive primarily aims to acquire new clients and drive sales. Understanding these differences helps organizations assign the right responsibilities and candidates for each position.
A client relationship manager oversees the relations between a company and its clients. As a client relationship manager, your job duties involve establishing new relationships, maintaining current relationships, and developing strategies to enhance all communications. You often manage client services and help resolve all client complaints. You mostly communicate with clients by phone or email but are sometimes required to meet with them in person. Companies in almost all industries hire client relationship managers. It’s important to have some work experience in the organization’s specific industry.

Full-time
This job post has expired 1 day ago. Applications are no longer accepted.
8.4
Based on 155 frontline employees who took The Breakroom Quiz
31st of 150 rated financial services
POSITION SUMMARY:
The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
DUTIES AND RESPONSIBILITIES:
Advise clients in accordance with the Team's agreed upon strategy
Analyze investment opportunities and client needs, and recommend appropriate strategies
Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management
Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed
Comply with all industry rules and regulations
Additional tasks as needed
EDUCATION AND/OR EXPERIENCE
Minimum of bachelor's degree or comparable professional certification required
Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business. Additional product licenses may be required
Product and state licenses must be in parallel to Financial Advisors on the Team
At least 5 year(s) of business experience and proven success in a previous career
Minimum of 5 years FINRA Registration preferred
KNOWLEDGE/SKILLS
Extensive knowledge around financial industry and product knowledge
Ability to communicate effectively with co-workers and clients
Excellent written and oral communication skills
Knowledge of applicable compliance rules and regulations and firm policies
REPORTS TO:
Branch Manager or Associate Market Manager
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Get the full story on Breakroom