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Senior Relationship Manager, Property Group

Job in Newport Beach, Orange County, California, 92659, USA
Listing for: KeyBank
Full Time position
Listed on 2025-12-19
Job specializations:
  • Finance & Banking
    Financial Consultant, Corporate Finance, Financial Analyst
Job Description & How to Apply Below
Position: Senior Relationship Manager, Income Property Group

Location: 660 Newport Center Drive, Newport Beach California

Job Description - Senior Relationship Manager, IPG About the Job

The Senior Relationship Manager serves as the Trusted Advisor for clients and prospects who are primarily active commercial real estate owners, investors and developers. Sr Relationship Managers provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and utilize the full breadth of Key's product platform which includes traditional bank products and capital markets executions. Sr Relationship Managers also drive the financial performance of the team through profitable revenue growth, active portfolio management and a strong risk management discipline by selectively targeting and developing new business relationships while actively deepening existing client relationships.

Essential

Job Functions
  • Serves as Trusted Advisor to clients by developing a clear and holistic understanding of the client or prospect's business through analysis of their management practices, portfolio dynamics, and business strategy, in the context of the current industry/economic climate, and then crafting value-added solutions, ideas and advice. Viewed by the client as a valued business partner (financial strategist).
  • Provides the client with knowledge and access to the breadth of Key's product platform which includes: interim and permanent credit facilities, cash management, interest rate management, syndications, private equity, subordinated debt, deposits, leasing, private banking, equipment finance, etc.
  • Possesses sufficient product knowledge to educate the client on Key's capabilities, effectively identifies potential opportunities and facilitates the introduction and coordination of product partners.
  • Structures and leads credit and non-credit product delivery while demonstrating sound risk management and maximizing risk adjusted returns on shareholder capital (assess the materiality of risks and appropriately mitigate/match with transaction return expectations).
  • Proactively manages the portfolio to both maximize profitability and ensure strong asset quality through consistent and timely identification and resolution of issues as well as accurate assessment and assignment of loan risk ratings. Resolves out-of-balance and/or other default situations which may occur in the portfolio.
  • Partners effectively with Credit, Product Partners, Servicing, and other partners to identify cross-sell opportunities and deepen client relationships as well as solve internal obstacles and deliver a seamless execution.
  • Develops focused strategies for retaining, growing, acquiring and in some cases exiting client relationships based on the business strategy.
  • Demonstrates functional, technical and credit expertise and effectively transfers this knowledge to team members; provides coaching and mentoring to others within the organization.
  • Enables successful execution by embracing all business development processes and proactively identifies and communicates areas for continuous improvement.
  • Participates in community and professional organizations which enhance our expertise and profile.
Required Qualifications
  • Bachelor's Degree in accounting, finance or related field, or equivalent experience
  • At least 7+years of real estate finance related experience
  • A proven understanding of the importance of balancing business development and asset quality/risk management
  • Demonstrated ability to work effectively on a team to maximize the skills and capabilities of all team members to both deliver comprehensive solutions to our clients and achieve team's financial and risk management goals

This position may be located in Los Angeles, Orange County, or Newport Beach, CA. Additionally, we will consider candidates in Phoenix, AZ.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $ - $ annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.

Please  for a list of benefits for which this position is eligible.

Key has implemented an approach to employee work spaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 01/09/2026

Key Corp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable…

Position Requirements
10+ Years work experience
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