12 sr executive relationship manager jobs found

Description Job Description Summary: The Sr. Executive Relationship Manager prospects and develops upper middle market banking relationships targeting companies with revenues $50M and above within assigned geographic territory. They draw upon established network to drive bank / customer profitability via loans, deposits, Treasury Management, fees, and capital markets. They provide customers valuable insights and introduce product and service partners to meet customer needs. They work in concert with portfolio management partners, to structure loans, manage underwriting and credit approval process, ensure appropriate documentation, and manage closing of complex commercial loans. Duties and Responsibilities: Develops and deepens relationships with clients and prospective clients through consultative selling and introductions to appropriate bank partners in treasury management, capital markets,...

The Sr Client Executive is responsible for the management and service of complex accounts and functions at a strategic level to develop and retain consultative relationships with clients. This individual must also evaluate and educate clients on missing or newly available coverage options. PRIMARY RESPONSIBILITIES: Experience with managing clients either on the advisor level or on a client manager level. Broad background in products, general client and policy matters and applicable challenges in the industry Ability and experience in understanding client's financial situations and personal circumstances. Must be able to deliver a distinctive and thoughtful experience that is aimed at providing appropriate advice for the client's situation that secures confidence and business Excellent interpersonal skills and face-to-face relationship building abilities Providing complex client and risk management services Have working relationships with industry partners and utilizing...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Senior Benefits Consultant (Large Market) to join our growing team in Plano, TX!       The S enio r Benefits Consultant serves as a Co-Service Leader with a tenured VP, Senior Benefits Consultant, both reporting to the Department Lead for a portfolio of six large, complex self-funded (ASO) clients, representing 10k-20k total employees with an average of 7k+ enrolled medical lives, with expected portfolio growth projected to double within 4–5 years. This is a highly client-facing, service-oriented role that demands strategic consulting, operational excellence, and the ability to lead all aspects of H&W benefits programming, plan performance, and engagement.       Working in close partnership with a tenured VP, Sr Benefits Consultant, the Sr Benefits...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role will cover the territory of Texas, Arkansas, Oklahoma, Missouri, Mississippi, Louisiana, and Florida for our Corporate/Private sector clients. This role will require some travel, and living within the state of Texas is preferred. This position will require the FINRA Series 6, 63, 65 (or 7 & 66) and life insurance licenses. Bilingual (Spanish) capabilities is strongly preferred. This is an F.SD85 band role. #LI-COLE Job Description Summary At the heart of...

Why Capital Markets at GM Financial?   Do you thrive in dynamic markets, enjoy working on complex financial transactions, and value strong relationships with banks and investors? If so, the Capital Markets team at GM Financial may be the place for you.   Capital Markets at GM Financial is a strategic, high ‑ impact team responsible for executing the company’s funding strategy for U.S. and Canada. The group manages a diversified mix of unsecured debt, asset ‑ backed securitizations, and lines of credit across multiple markets and currencies to support the retail loans, leases, dealer floorplans, and commercial vehicle assets originated by GM Financial through its extensive dealer network. You’ll work with sophisticated financial instruments, data, and processes while partnering closely with internal business units and external financial institutions. This role offers a fast-paced environment, meaningful responsibility, professional growth, and exposure to capital markets,...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This position will serve our public/government sector clients in the San Antonio community, and living in the greater San Antonio metroplex or surrounding area is strongly preferred. This is an F.SD85 band role. #LI-COLE Job Description Summary At the heart of our work with retirement plans for high-profile organizations is the desire to help individuals retire successfully. Multiple decision-makers are engaged in plan selection, enhancements and retention, requiring teamwork,...

Why Capital Markets at GM Financial? Do you thrive in dynamic markets, enjoy working on complex financial transactions, and value strong relationships with banks and investors? If so, the Capital Markets team at GM Financial may be the place for you.   Capital Markets at GM Financial is a strategic, high ‑ impact team responsible for executing the company’s global funding strategy. The group manages a diversified mix of unsecured debt, asset ‑ backed securitizations, and bank facilities across multiple markets and currencies. You’ll work with sophisticated financial instruments, data, and processes while partnering closely with internal business units and external financial institutions. The role offers meaningful responsibility, professional growth, and exposure to global capital markets, making it an ideal environment for those looking to develop deep expertise while directly supporting the company’s funding and balance sheet strategy.   At GM Financial, our team...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The mission of the Sr. Placement Executive is to be an integral part of the team and partner with Advisors, Directors and others in the firm to deliver a high level of service to our clients.  This individual develops professional working relationships with clients,...

Company Details     Berkley Oil & Gas, a W. R. Berkley Company, is an innovative market leader dedicated to providing unique products and services tailored to the needs of businesses operating in the energy industry. We have a deep understanding of our clients’ operations and the exposures they face, and we make it a priority to stay well informed of the changing dynamics in the industry. With well over 250 years of combined energy experience, our objective is to provide total account solutions to our customers. This includes specialized coverages, risk services that complement existing safety practices, and claims management that reflects our in-depth knowledge of hazards and losses normal to this industry.     Company URL: https://berkleyoil-gas.com/   The company is an equal opportunity employer. Responsibilities The Chief Underwriting Officer is responsible for providing strategic direction and...

Employee Benefits Account Executive About Acrisure:   A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.    In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.  Job Summary:   The Sr. Employee Benefits Account Executive is responsible for retaining and expanding client relationships, improving the client experience by demonstrating expertise as a professional insurance advisor, and...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a SR Benefits Specialist to join our growing team in Plano, TX ! The Benefits Specialist supports consultants and client teams by coordinating day‑to‑day service needs, managing data, and ensuring accurate and timely delivery of client work. This role collaborates closely with internal partners and external vendors on benefit plan updates, reporting requests, escalated issues, and implementation activities. The specialist reviews plan utilization, interprets performance trends, and assists in developing renewal and plan design recommendations. This position plays a key role in preparing client materials, managing project timelines, and ensuring smooth operational execution—always with a focus on accuracy, client satisfaction, and service excellence. How You Will Contribute: Client &...

Job Description: We are looking to add a Sr. Placement Consultant to join our Property Casualty team in Dallas, TX . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Independently perform the daily tasks required to efficiently manage client service which includes renewal marketing and placement of insurance for assigned clients as well as responding to daily client service needs. Prepare, market new and define renewal business in conjunction with designated sales team. Maintain an organized marketing file utilizing appropriate software that provides Placement Specialist with clear and accurate information to ensure a smooth issuance, including a written order letter with all changes noted. Provide answers, solutions, or direction to questions or concerns by sales team, service team, clients and underwriters in...