ZipRecruiter

Log In

1

Asset Management Client Relationship Manager Jobs

FusionTek

Client Relationship Manager - DC

Arlington, TX · On-site

$85K - $100K/yr

Our innovative team is passionate about IT infrastructure management for small‑to‑mid‑sized ... At FusionTek, we truly believe our people are our most valuable asset. That's why we're proud to ...

previous page

Showing results 41-60

All JobsBusiness JobsCustomer Service JobsCustomer Service Manager JobsAsset Management Client Relationship Manager Jobs

Asset Management Client Relationship Manager information

See salary details

$28K

$80.7K

$140.5K

How much do asset management client relationship manager jobs pay per year?

As of Sep 15, 2026, the average yearly pay for asset management client relationship manager in the United States is $80,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $105,500.00 per year, depending on experience, location, and employer.

What does an asset management client relationship manager do?

An Asset Management Client Relationship Manager is responsible for maintaining and strengthening relationships with clients who have investments managed by their firm. They act as the main point of contact, addressing client needs, providing updates on portfolio performance, and ensuring a high level of service. They also collaborate with internal teams to tailor investment solutions and help clients reach their financial goals. Additionally, they may be involved in onboarding new clients and identifying opportunities to grow business with existing clients.

How does an asset management client relationship manager typically collaborate with portfolio managers and other internal teams to meet client needs?

An Asset Management Client Relationship Manager serves as the key liaison between clients and internal teams, such as portfolio managers, compliance, and operations. They regularly communicate clients’ objectives and feedback to portfolio managers, ensuring investment strategies align with client expectations. Collaboration often involves coordinating meetings, preparing reporting materials, and working together to address any service issues or investment inquiries. This cross-functional teamwork is essential for providing a seamless client experience and maintaining high client satisfaction.

What are the key skills and qualifications needed to thrive as an asset management client relationship manager, and why are they important?

To thrive as an Asset Management Client Relationship Manager, you need a strong understanding of investment products, financial markets, and client servicing, typically backed by a degree in finance or business and relevant industry certifications such as the CFA or Series 7/63 licenses. Familiarity with portfolio management systems, CRM platforms, and financial analysis tools is essential for effective account management. Outstanding communication, problem-solving, and relationship-building skills set top performers apart in this client-facing role. These capabilities are crucial for building trust, delivering tailored solutions, and driving client satisfaction and retention in a competitive industry.

What is the difference between Asset Management Client Relationship Manager vs Financial Advisor?

AspectAsset Management Client Relationship ManagerFinancial Advisor
CredentialsTypically requires certifications like CFA or CFP, relevant industry experienceOften holds CFP, Series 7, Series 66, or similar licenses
Work EnvironmentWorks within asset management firms, banks, or investment companiesWorks independently or within financial planning firms, banks, or brokerages
Primary FocusManaging client portfolios, investment strategies, and asset allocationProviding personalized financial planning, investment advice, and wealth management
Client InteractionFocuses on institutional and high-net-worth clients, maintaining ongoing relationshipsWorks directly with individual clients to meet their financial goals

While both roles involve client interaction and investment knowledge, Asset Management Client Relationship Managers primarily focus on managing investment portfolios within asset management firms, whereas Financial Advisors provide comprehensive financial planning services to individual clients. The choice depends on whether the client needs portfolio management or personalized financial advice.

What are popular job titles related to Asset Management Client Relationship Manager jobs?

For Asset Management Client Relationship Manager jobs, the most frequently searched job titles are:

Infographic showing various Asset Management Client Relationship Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.

Client Relationship Manager

Merced, CA

Globe Life: Moore Organizations
See more jobs at Globe Life: Moore Organizationsexternal

Full-time

Re-posted 4 days ago

Job description

Provide life insurance and financial protection solutions to families and individuals

Educate clients on policies that prevent financial disaster during times of loss

Manage your own book of business through virtual appointments - Use our proven internal blueprint and warm leads—NO COLD calling necessary

Represent core values: Service Over Sales, always putting clients first

Set and achieve aggressive personal and team goals.

Use tracking systems to monitor metrics and growth benchmarks.

Participate in incentive contests, team challenges, and leadership summits.

Tech savvy and understand how to operate zoom calls

Entrepreneurial Ownership

Must be 18+ years old and able to pass a background check

Must have valid work authorization in the US

Effective Communication Skills: Ability to communicate ideas clearly and concisely.

Organizational Skills: Capable of managing multiple tasks efficiently.

Life, Health, & Accident License (Assistance provided in obtaining this state license)

Apply