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Assistant Relationship Manager Jobs (NOW HIRING)

Bill Good Marketing

Relationship Manager

Novi, MI · On-site

$70K - $85K/yr

What You'll Do As our Relationship Manager, you're the connective tissue between our clients and ... Collaborating across the team, including our FAs, CSA, and Sales Assistant, to deliver a seamless ...

SEI Investments

Relationship Manager

Oaks, PA · Hybrid

The Investment Specialist will assist the Managing Director and Sales Directors in new advisor acquisitions to the Marketplace and be responsible for the ongoing relationship with those advisors ...

Bill Good Marketing

Relationship Manager

Novi, MI

$70K - $85K/yr

What You'll Do As our Relationship Manager, you're the connective tissue between our clients and ... Collaborating across the team, including our FAs, CSA, and Sales Assistant, to deliver a seamless ...

Enumerate

Relationship Manager

OR · On-site +1

Enumerate is hiring a Relationship Manager to serve as a trusted advisor and partner for our ... * Assist with challenging customer requests or issue escalations as needed. * Answer customer ...

Franklin Templeton

Relationship Manager

New York, NY · On-site

Relationship Manager Fiduciary Trust International is hiring a Relationship Manager to join our New ... Guide/train junior teammates * Assist with ad hoc department strategic initiatives and commitments ...

corpay

Relationship Manager

Brentwood, TN · Hybrid

... assist in upsell and cross-sell conversions * Developing and executing a client service delivery ... Prior Sales, Account Management, or Relationship Management experience * Ability to work with high ...

Enumerate

Relationship Manager

Tampa, FL · On-site +1

$55K - $65K/yr

Enumerate is hiring a Relationship Manager to serve as a trusted advisor and partner for our ... * Assist with challenging customer requests or issue escalations as needed. * Answer customer ...

Gaspar's Construction

Relationship Manager

Seattle, WA · On-site

$80K/yr

Our relationship managers can expect to earn on average around $150,000 - $200,00 and up to $400 ... Manage homeowner during sub-walk. * Assist in identifying change orders during construction for ...

Franklintempleton

Relationship Manager

New York, NY · On-site

Relationship Manager Fiduciary Trust International is hiring a Relationship Manager to join our New ... Guide/train junior teammates * Assist with ad hoc department strategic initiatives and commitments ...

East West Bank

Relationship Manager

Pasadena, CA

$220K/yr

Provides cross-border market intelligence and insight to assist with the internal solution/product ... Minimum of 10 years relationship management and sales experience in the commercial banking field

First Rate Inc

Relationship Manager

Arlington, VA · On-site

Empowered to sign off on employees spending time to assist with another team's issue to or get help for a client issue. STANDARDS: * Relationship Manager team will not work more than 45 hours on ...

Unavailable

Relationship Manager

Pasadena, TX · On-site

$220K/yr

Provides cross-border market intelligence and insight to assist with the internal solution/product ... Minimum of 10 years relationship management and sales experience in the commercial banking field

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Assistant Relationship Manager information

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$28K

$80.7K

$140.5K

How much do assistant relationship manager jobs pay per year?

As of Jun 6, 2026, the average yearly pay for assistant 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 is the difference between Assistant Relationship Manager vs Relationship Manager?

AspectAssistant Relationship ManagerRelationship Manager
CredentialsTypically requires a bachelor's degree in finance, business, or related field; certifications like CFA or CFP are a plusSame as Assistant Relationship Manager, often with additional experience or certifications
Work EnvironmentSupports senior managers, handles client inquiries, and assists in account management within banks or financial institutionsManages client portfolios, develops client relationships, and provides financial advice directly to clients
Employer & IndustryFinancial institutions, banks, wealth management firmsFinancial institutions, banks, wealth management firms

While both roles work within the financial industry and require similar educational backgrounds, the Assistant Relationship Manager primarily supports Relationship Managers by handling administrative tasks and client support. The Relationship Manager takes on a more active role in managing client portfolios and providing financial advice.

What does an Assistant Relationship Manager do?

An Assistant Relationship Manager supports senior relationship managers in managing client accounts, building strong client relationships, and ensuring client satisfaction. They help with account administration, prepare reports, assist in identifying client needs, and work to resolve any issues or concerns clients may have. This role often involves communicating with clients, coordinating with internal teams, and contributing to the overall growth of the business by supporting sales and service activities.

What are the key skills and qualifications needed to thrive as an Assistant Relationship Manager, and why are they important?

To thrive as an Assistant Relationship Manager, you need strong financial acumen, analytical abilities, and a degree in finance, business, or a related field. Familiarity with CRM systems, banking software, and sometimes relevant certifications like CFA Level 1 can be advantageous. Excellent interpersonal skills, attention to detail, and effective communication help build and maintain client relationships. These competencies ensure client satisfaction, support business growth, and help effectively manage financial portfolios.

How does an Assistant Relationship Manager typically collaborate with senior relationship managers and other departments?

Assistant Relationship Managers work closely with senior relationship managers to support client onboarding, prepare financial analyses, and handle routine client inquiries. They frequently coordinate with departments such as credit, compliance, and operations to ensure client requests are handled efficiently and within regulatory guidelines. This collaborative environment helps Assistant Relationship Managers gain a holistic view of banking operations and develop skills essential for career growth in relationship management.
What cities are hiring for Assistant Relationship Manager jobs? Cities with the most Assistant Relationship Manager job openings:
What are the most commonly searched types of Relationship Manager jobs? The most popular types of Relationship Manager jobs are:
What states have the most Assistant Relationship Manager jobs? States with the most job openings for Assistant Relationship Manager jobs include:
Assistant Relationship Manager jobs near you
Relationship Manager

Relationship Manager

Bill Good Marketing

Novi, MI • On-site

$70K - $85K/yr

Full-time

Medical, Retirement, PTO

Posted 20 days ago

Job description

If you're the kind of person who genuinely enjoys getting to know clients, staying on top of every detail, and being the steady presence that makes an advisory team run smoothly, this might be exactly what you're looking for.

Who We Are

At The Financial Center, we provide comprehensive financial services with a focus on real relationships and long-term trust. We're a team-oriented, professional, and (yes) fun group of people who take our work seriously without taking ourselves too seriously. If you thrive in a collaborative environment and want to feel like your work actually matters to the people you serve, you'll fit right in here. We are a tight-knit group looking to bring in a new teammate.

What You'll Do

As our Relationship Manager, you're the connective tissue between our clients and our advisors. You'll own the relationship experience from the day-to-day to the big picture. Responsibilities include:

  • Managing ongoing client relationships and serving as the primary point of contact for client needs, questions, and follow-ups
  • Coordinating and executing client events and appreciation activities from logistics to follow-through
  • Capturing and maintaining accurate client information in our CRM
  • Supporting portfolio review preparation and meeting coordination with our Financial Advisors
  • Collaborating across the team, including our FAs, CSA, and Sales Assistant, to deliver a seamless client experience

Requirements

What We're Looking For

  • Proven experience in a relationship management, client service, or similar client-facing role in financial services
  • Series 7 strongly preferred; SIE or Series 66 also valued
  • Familiarity with CRM platforms and financial services tools (experience with Redtail or AssetMark is a plus)
  • Detail-oriented with strong organizational and follow-through skills
  • Excellent written and verbal communication; comfortable explaining financial concepts clearly to clients
  • Professional, personable, and calm under pressure
  • Experience planning and executing client events
  • Background working in a small team or boutique advisory environment
  • Someone who is easy to get along with

Benefits

What You Get

  • Base salary: $70,000 - $85,000 depending on experience
  • Bonus opportunities
  • Health insurance stipend
  • 401(k) with match
  • Paid time off
  • A team that actually enjoys working together

How to Apply

Submit your resume and a brief note about what draws you to this role. We review every application and will reach out to candidates who look like a strong fit.