Investment Services Relationship Manager

A leading financial institution in Rocklin, CA is seeking a Relationship Manager to serve as a central contact for member investment needs. The role involves promoting financial products, conducting workshops, and collaborating with business partners. The ideal candidate has at least 2 years of relationship management experience in finance, strong interpersonal skills, and proficiency in data analysis. Competitive compensation ranges from $70,304 to $78,000 annually, plus quarterly incentives. Benefit options include comprehensive medical coverage and generous PTO. #J-18808-Ljbffr