CareerPlan

Senior Relationship Manager, Income Property Group

Newport Beach, CAFull-time$116k–$216k2026-07-28 → 2026-11-11
Hybrid

Core

Senior Relationship Manager serving as a Trusted Advisor to commercial real estate owners, investors, and developers, providing comprehensive financial advice and solutions.

Role type

Senior IC Relationship Manager (Commercial Real Estate)

Builds

Interim and permanent credit facilities, cash management, interest rate management, syndications, private equity, subordinated debt, deposits, leasing, private banking, equipment finance.

Domain

Commercial Real Estate Finance / Banking

Required skills

Financial strategy, risk management, portfolio management, credit structuring, business development, client relationship management, cross-selling, regulatory compliance.

Preferred skills

Accounting or finance degree, 7+ years real estate finance experience, team leadership/mentoring.

Technologies

PC/laptop, banking software platforms.

Responsibilities

Develop holistic understanding of client business and strategy; craft value-added financial solutions; structure and lead credit and non-credit product delivery; proactively manage portfolio to maximize profitability and ensure asset quality; partner with Credit and Product teams to identify cross-sell opportunities; develop strategies for retaining, growing, and acquiring client relationships; coach and mentor team members.

Seniority

Senior, hands-on IC with mentorship responsibilities.