Apply Now

Upload Your CV
Rockbridge Search & Recruitment 23/06/2025

Senior Relationship Manager

Ref #: 183
Location: S. California S. California
2025-09-23
Salary: $160-185k
Sector: Banking
Type: Permanent

Compensation: $160,000 – $185,000 + Bonus + Full Benefits
Status: Full-Time | Location: Los Angeles Metro

???? Lead. Connect. Drive Growth.

Are you a high-performing financial professional with a passion for building meaningful client relationships and driving strategic growth? Join a leading financial institution in the heart of Los Angeles and take ownership of a premier portfolio of commercial and high-net-worth clients. This is your opportunity to operate at the highest level of relationship management—where influence, integrity, and innovation converge.

We’re looking for a Senior Relationship Manager who can serve as both a trusted advisor and growth architect. You'll work hand-in-hand with key decision-makers, deliver tailored financial solutions, and help clients unlock value at every stage of their journey.


???? What You’ll Do:

  • Lead Client Relationships: Manage and grow a complex portfolio of commercial or private clients across industries with a focus on lending, treasury, and investment services.

  • Deliver Strategic Financial Solutions: Act as the primary point of contact for your clients—understand their needs and deliver high-impact solutions across credit, deposits, risk management, and more.

  • Cross-Functional Collaboration: Partner with credit analysts, product specialists, and underwriting teams to drive client success.

  • Revenue Growth & Retention: Expand wallet share through strategic upselling, while maintaining client loyalty through proactive service.

  • Market Presence: Represent the organization at high-level events, conferences, and within key local markets. You're not just managing clients—you're building a brand.

  • Risk Management: Ensure compliance with regulatory requirements and internal policies while maintaining a strong credit culture.


???? What You Bring:

  • Bachelor’s degree in Business, Finance, or related field; MBA or CFA a plus.

  • 7+ years of experience in relationship management or commercial banking with a proven track record of portfolio growth.

  • Deep knowledge of credit underwriting, financial statement analysis, and capital structuring.

  • Exceptional interpersonal and negotiation skills—you build trust and influence with ease.

  • Local market knowledge of the Los Angeles business and HNW ecosystem.

  • Series 7, 63/65 or 66 licenses preferred (depending on client base).


???? Why You’ll Love It Here:

  • High-Impact Role: Own your portfolio. Drive strategy. Deliver results.

  • Elite Culture: Join a team that values collaboration, innovation, and excellence.

  • Visibility & Growth: Direct access to senior leadership and a defined path to executive opportunities.

  • Compensation & Rewards: Competitive base salary ($160K–$185K), performance-based bonuses, generous benefits, and top-tier retirement plans.

  • Location: Work in one of the world’s most dynamic markets—Los Angeles, CA.


???? This is more than a job. It’s a platform for legacy.

If you’re ready to build, lead, and elevate what’s possible for your clients and your career—apply today.

Back