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Sr. Manager, Finance Transformation (HYBRID)
McCormick & Company
HUNT VALLEY, MD
Act as a trusted advisor to leadership, providing insights and recommendations on finance transformation strategies and business events (M&A, new clients, etc.).
Added 2 mins ago
Sales Development Associate – Aerospace and Industrial
RBC
Oxford, CT
…divisions. Through RBC's comprehensive Rotational Development Program, associates build a strong foundation in technical, engineering, product, and operational knowledge by working directly…
Added 3 mins ago
HG
H&M Sales Advisor - Perimeter Mall
H&M Group
Atlanta, GA
- $14 USD / hour
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers…
Added 8 mins ago
Senior Project Manager
MGT
Livermore, CA · Anaheim, CA · Los Angeles, CA
…imperative. MGT partners with thousands of agencies as a trusted advisor delivering solutions that improve technology, operational, and economic performance to help communities…
Added 9 mins ago
A
Senior Manager, Client Accounting & Advisory – Nonprofit and Education
Aprio
Rockville, MD · Washington, DC
- $139,900 to $239,300 USD / year
You will serve as a trusted advisor to mission-driven organizations, delivering meaningful financial outcomes through critical thinking, strategic problem-solving, and disciplined project…
Added 9 mins ago
Senior Principal Mission Engineer
SRC, Inc
Fairborn, OH
…Mission Engineer to support the U.S. Air Force's Big Safari Program Office at Wright-Patterson Air Force Base. This position will provide Advisory and Assistance Services (A&AS) support to…
Added 16 mins ago
WS
Student Advisor
Windham School District
Tennessee Colony, TX
- $81,132 USD / year
5. Advise students regarding educational decisions and disseminate program information.
Added 17 mins ago
Calypso Platform Manager
FARMER MAC
Washington, DC
Added 17 mins ago
Treasury Sales Advisor
CIBC
Chicago, IL
…competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition…
Added 17 mins ago
ND
Managing Director, Data & AI
NTT DATA Americas, Inc.
Baltimore
- $150,000 to $350,000 USD / year
Executive Analyst, Advisor & Ecosystem Engagement
Added 17 mins ago
Branch Office Administrator - New Kensington, PA
Edward Jones
United States
…the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We’re proud to serve over nine million clients. Our BOAs are a valued part of…
Added 22 mins ago
GK
Chief Administration and Development Officer
GOODWILL KEYSTONE AREA
Harrisburg, PA
- $210,000 to $250,000 USD / year
Added 22 mins ago
SO
CHILD SUPPORT CASE PROCESSING FRONT LINE MANAGER - CASE PROCESSING MANAGER I - 73005807
State of Florida
JACKSONVILLE, FL
- $49,793.88 to $60,231.84 USD / year
The Florida Department of Revenue’s Child Support Program helps children get the financial support they need and deserve, promoting more stable childhoods and brighter futures. The…
Added 23 mins ago
Admissions Advisor
West Coast University, Inc.
Richardson, TX
As an Admissions Advisor for a certified Great Place to Work, you will guide prospective students on their path towards a career in healthcare. In doing so, you will help them change not…
Added 24 mins ago
Verkoop Adviseur Automotive, Hilversum
Lucid Motors
Hilversum, NH
Bij Lucid Motors zijn we op zoek naar een enthousiaste en klantgerichte Automotive Sales Advisor die uitzonderlijke klantervaringen creëert en een van de meest innovatieve merken in de…
Added 26 mins ago
Contract Administrator II
WMATA Candidate Experience
Hyattsville, MD · DC · MD · VA
…award, administration and close-out. You will be a trusted advisor for your internal customers, ensuring solicitations proceed on schedule and troubleshooting issues quickly and…
Added 30 mins ago
VC
Practical Nursing Full-Time Faculty – Night and Weekend Program (Restricted)
Virginia Community Colleges
WA
- $60,000 to $80,000 USD / year
- Full-time
…instruction for a new evening/weekend cohort in the Practical Nursing program. This is a grant-funded, restricted faculty position. The Practical Nursing faculty member will be responsible…
Added 32 mins ago
Senior Talent Acquisition Partner
Suffolk
Boston, MA · Herndon, VA · Dallas, TX
…business. This individual will serve as a strategic talent advisor and recruiting partner to hiring managers and business leaders, providing thought leadership, market insight, and…
Added 34 mins ago
Senior Client Success Manager
EnergyHub
Remote, United States
Be a strategic advisor who drives client outcomes: Understand each client’s objectives, regulatory context, and growth targets, and guide them through key decisions in program design and…
Added 34 mins ago
Client Success Manager
EnergyHub
Remote, United States
Be a trusted advisor who helps clients achieve their goals: Manage internal expectations as well as those of your clients and prioritize program tasks/activities using business judgment to…
Added 42 mins ago
Instructor
Delaware Technical Community College
Owens Campus-Georgetown, DE
…through an Instructional Director, Department Chairperson or Program Coordinator. An incumbent is expected to plan, organize, and instruct in a manner to promote and direct successful…
Added 1 hour ago
JM
Water Resources Project Manager
Johnson, Mirmiran &
Englewood, CO
- $130,000 to $180,000 USD / year
Bachelor's degree in civil engineering or a related field from an ABET accredited engineering program
Added 1 hour ago
Service Advisor/ Technician Dispatch
Briggs Industrial Solutions, Inc.
Orlando, FL
Tool Benefits, PPE/Uniforms, Safety Boot Program
Added 1 hour ago
Senior Counsel, Regulatory Affairs and Policy
PNC Financial Services Group
WA
- Serving as a key team player and legal advisor on an array of statutes, regulations, and guidance governing PNC’s business and operations, including those at the bank, the holding company…
Added 1 hour ago
FB
Vice President, Executive Planning Consultant - Lakes Region
Fidelity Brokerage Services LLC
Remote, United States
- $96,000 to $210,000 USD / year
The Executive Planning Consultant (EPC) serves as a trusted financial advisor to senior executives and C-suite leaders within key Workplace benefit plan clients. Acting as the primary…

CalPrivate Bank

Relationship Manager

La Jolla, CA, United States

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Job details

Experience: 5+ years of progressive experience in commercial banking, emphasizing business development, relationship management, portfolio management, and sales.
Posting language: English

Original job description

The Location: La Jolla, California Reports To: SVP, Market Manager

Make a Difference Where It Matters Most

At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity. Our solutions-based service, paired with best-in-class talent, sets us apart in the market, but it’s trust that defines who we are. It's our gold standard, the currency we trade in, and the foundation of every decision we make.

We’re looking for leaders who want more than a title. We’re looking for team players who want to make an impact. If you're driven to lead with purpose, ready to shape the future and have meaningful impact at a relationship-centered bank, CalPrivate Bank may be the place for you. Your Opportunity: Relationship Manager

The Relationship Manager is responsible for developing, managing, and expanding relationships with high-net-worth clients, privately held businesses, real estate investors, and professional service firms. This role provides tailored credit and deposit solutions, oversees portfolio performance, identifies cross-sell opportunities, and acts as a strategic advisor to clients through a relationship-driven and consultative approach. The RM partners with credit, operations, and product specialists to ensure each client receives holistic, well-coordinated financial solutions that support their objectives. By driving new business development, deepening existing relationships, and maintaining strong credit quality, the Relationship Manager plays a direct and measurable role in advancing departmental and organizational growth. Their ability to build trust, cultivate long-term partnerships, and deliver customized financial guidance enhances revenue generation, strengthens market presence, and contributes to the Bank’s overall strategic goals. This role is central to shaping the client experience and ensuring CalPrivate remains a preferred partner for sophisticated clients seeking high-touch, relationship-focused banking services. What You’ll Do

Develop, deepen and retain relationships with high-net-worth clients, privately held businesses, professional service firms, and real estate investors through a proactive, consultative engagement model aligned with CalPrivate’s high-touch service standards, and Formula for Success.
Drive portfolio growth by identifying new business opportunities, expanding existing client relationships, and delivering tailored credit, deposit and treasury solutions that support client success and contribute to overall revenue goals.
Oversee portfolio health and risk management, including credit quality, loan performance, and client onboarding, ensuring compliance with internal policies and regulatory requirements while maintaining a strong, balanced portfolio.
Strengthen internal collaboration by partnering closely with Credit Administration, Operations, Client Services, Treasury, and Compliance to deliver seamless client experiences and ensure timely, coordinated execution of client needs.
Works with business development staff, lenders and underwriters to structure loans.
Responds to client inquires in professional and knowledgeable manner. Perform other duties as assigned or needed.
Demonstrates leadership across the Bank through mentorship, cross-departmental influence, and active participation in business initiatives, promoting a relationship-centric culture and supporting CalPrivate’s strategic growth vision.

AML/CFT/Compliance Responsibilities

This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program.

Who You Are Experience & Expertise

5+ years of progressive experience in commercial banking, emphasizing business development, relationship management, portfolio management, and sales.
Ability to effectively sell bank products and services. Possesses credibility and professionalism when working clients.
Ability to close business.
Strong background in loan structuring, risk identification, cash flow analysis, collateral analysis, and problem loan resolution.
Strong analytical, organizational, and communication skills, with the ability to influence and align across markets and departments.
Proven success in reinforcing a disciplined, performance-driven credit culture.
Bachelor’s degree in Business, Finance, or related field preferred.

Mindset & Values

You lead with accountability, integrity, and consistency.
You thrive in a collaborative environment where transparency and follow-through matter.
You model professionalism, calm under pressure, and a solutions-oriented mindset.
You embrace data-driven decision-making while maintaining a client-first perspective.
You embody CalPrivate’s culture, heart for client, excellence in service, and deep commitment to the Bank and its people.

Physical Demands

Requires 50% travel in order to support clients, cultivate business development opportunities and meeting with prospects.
Ability to sit or stand for extended periods of time.
Ability to physically use a keyboard/mouse
Ability to walk to and from workstations
Ability to frequently lift and/or move up to 10lbs and occasionally lift and/or move up to 50 pounds.
Specific vision abilities required by this job include close vision and ability to adjust focus

Why CalPrivate Bank?

This isn’t just another bank job. At CalPrivate Bank, you will be part of something bigger. Our day-to-day operations and projects don’t just impact a balance sheet, they influence real people, real businesses, and the communities we proudly serve. We are guided by our commitment to relationships, solutions, and trust. And we’re building a team of people who reflect those values in everything they do. If you’re looking for a place where your work will matter, your ideas will be valued, and your growth will be supported, welcome to CalPrivate Bank! Ready to lead with purpose?

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More about this job

Skills

Identify new business opportunities
Manage portfolio
Risk management
Onboarding
Regulatory compliance
Collaboration
Sales
Leadership
Anti-money laundering
Communication skills
Decision making

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