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Broker Relationship Manager Jobs (NOW HIRING)

A Brief Overview The Broker Relationship Manager (BRM) is responsible for developing, implementing, and managing a regional broker strategy of key broker accounts in an effort to grow TriNet ...

A Brief Overview The Broker Relationship Manager (BRM) is responsible for developing, implementing, and managing a regional broker strategy of key broker accounts in an effort to grow TriNet ...

A Brief Overview The Broker Relationship Manager (BRM) is responsible for developing, implementing, and managing a regional broker strategy of key broker accounts in an effort to grow TriNet ...

A Brief Overview The Broker Relationship Manager (BRM) is responsible for developing, implementing, and managing a regional broker strategy of key broker accounts in an effort to grow TriNet ...

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Build and manage a high-volume pipeline * Execute disciplined follow-up * Move opportunities toward ... Broker relationships forming * Active opportunities in pipeline * Proposals in progress 90 Days * 3 ...

Build and manage a high-volume pipeline * Execute disciplined follow-up * Move opportunities toward ... Broker relationships forming * Active opportunities in pipeline * Proposals in progress 90 Days * 3 ...

The Broker Specialist serves as the primary new business underwriter and relationship manager for a designated market segment, with a focus on Manufacturing and Products Liability risks. This is a ...

The Broker Specialist serves as the primary new business underwriter and relationship manager for a designated market segment, with a focus on Manufacturing and Products Liability risks. This is a ...

The Broker Specialist serves as the primary new business underwriter and relationship manager for a designated market segment, with a focus on Manufacturing and Products Liability risks. This is a ...

Apply and manage a comprehensive and iterative KPI framework for broker performance scorecards to help diagnose broker relationship health and implement data-driven decisions to drive improvement in ...

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest ... The Relationship Manager is responsible for managing client relationships for Professional ...

Broker Director Reporting to the Broker & Market Leader, the Broker Director is primarily responsible for directly managing the relationships with brokers a select set of five or less retail brokers.

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Broker Relationship Manager information

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$28K

$80.7K

$140.5K

How much do broker relationship manager jobs pay per year?

As of Jun 11, 2026, the average yearly pay for broker 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 are the key skills and qualifications needed to thrive as a Broker Relationship Manager, and why are they important?

To thrive as a Broker Relationship Manager, you need a solid background in sales, account management, and financial services, often supported by a relevant degree or professional certifications. Familiarity with CRM software, financial products, and compliance systems is typically required. Exceptional interpersonal skills, negotiation abilities, and proactive problem-solving make someone stand out in this role. These competencies are vital for building strong broker partnerships, ensuring regulatory compliance, and driving business growth.

How much does a relationship manager make?

A Relationship Manager at JP Morgan Chase typically earns an average salary ranging from $70,000 to $120,000 annually, depending on experience, location, and performance bonuses. Compensation may also include benefits such as health insurance and retirement plans, with additional incentives for meeting client and sales targets.

What are Broker Relationship Managers?

Broker Relationship Managers are professionals who act as the main point of contact between a company and its broker partners. They are responsible for developing and maintaining strong relationships with brokers, ensuring smooth communication, and helping brokers understand the company's products or services. Their duties often include onboarding new brokers, providing training, resolving issues, and collaborating to achieve mutual business goals. The role is common in industries like insurance, finance, and real estate, where companies rely on brokers to distribute their products.

How does a Broker Relationship Manager typically collaborate with sales and underwriting teams to support client needs?

A Broker Relationship Manager acts as a key liaison between brokers, sales teams, and underwriting departments to ensure seamless service delivery. They regularly communicate broker feedback and client requirements to both teams, helping to tailor solutions and resolve issues quickly. This collaboration involves coordinating meetings, sharing market intelligence, and working together on proposals or renewals. By fostering strong internal relationships, Broker Relationship Managers help drive new business and maintain high client satisfaction.

Is being an RM a stressful job?

A Broker Relationship Manager (RM) role can be stressful due to managing client relationships, meeting sales targets, and handling complex financial transactions. The job often requires strong communication skills, attention to detail, and the ability to work under pressure, especially during busy periods or market fluctuations.

What jobs pay 2000 a day?

Broker Relationship Managers typically do not earn $2000 a day; such high daily earnings are more common in roles like investment bankers, top-tier sales executives, or specialized financial advisors who handle large transactions or manage significant client portfolios. These positions often require extensive experience, certifications, and a strong network, and earnings can vary based on commissions, bonuses, and performance. High-paying roles in finance and sales may reach or exceed this level, but they are usually associated with high risk and demanding schedules.

What does a broker relationship manager do?

A broker relationship manager is responsible for maintaining and developing relationships with brokerage firms and financial intermediaries. They coordinate communication, support sales efforts, and ensure compliance with industry regulations, often using CRM tools. Their role helps facilitate smooth transactions and promotes business growth within the financial services sector.

What is the difference between Broker Relationship Manager vs Financial Advisor?

AspectBroker Relationship ManagerFinancial Advisor
CredentialsSeries 7, Series 63/65 licensesCertified Financial Planner (CFP), Series 7 often preferred
Work EnvironmentFinancial institutions, brokerage firmsIndependent or firm-based, client offices
Employer & IndustryBanking, brokerage, investment firmsFinancial planning, wealth management
Primary FocusManaging broker relationships, salesProviding comprehensive financial planning

While both roles involve client interaction and financial knowledge, a Broker Relationship Manager primarily focuses on managing relationships with brokers and sales channels within financial firms, whereas a Financial Advisor provides personalized financial planning and investment advice directly to clients. The roles often overlap in industry and credentials but differ in daily responsibilities and client engagement.

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Broker Relationship Manager

Broker Relationship Manager

TriNet

Dublin, CA • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago


TriNet rating

7.5

Company rating: 7.5 out of 10

Based on 25 frontline employees who took The Breakroom Quiz

164th of 426 rated business services


Job description

Job Description
TriNet is a leading provider of comprehensive human resources solutions for small to midsize businesses (SMBs). We enhance business productivity by enabling our clients to outsource their HR function to one strategic partner and allowing them to focus on operating and growing their core businesses. Our full-service HR solutions include features such as payroll processing, human capital consulting, employment law compliance and employee benefits, including health insurance, retirement plans and workers' compensation insurance.
TriNet has a nationwide presence and an experienced executive team. Our stock is publicly traded on the NYSE under the ticker symbol TNET. If you're passionate about innovation and making an impact on the large SMB market, come join us as we power our clients' business success with extraordinary HR.
Don't meet every single requirement? Studies have shown that many potential applicants discourage themselves from applying to jobs unless they meet every single requirement. TriNet always strives to hire the most qualified candidate for a particular role, ensuring we deliver outstanding results for our small and medium-size customers. So, if you're excited about this role but your past experience doesn't align perfectly with every single qualification in the job description, nobody's perfect - and we encourage you to apply. You may just be the right candidate for this or other roles.
A Brief Overview
The Broker Relationship Manager (BRM) is responsible for developing, implementing, and managing a regional broker strategy of key broker accounts in an effort to grow TriNet's business. In this influential role, the Broker Relationship Manager drives profitable sales of products, services, and solutions through articulation of TriNet's value proposition to an executive customer level. This role works closely with Sales Consultants and leadership to leverage TriNet core offerings, help build long term relationships and provide thought leadership. This role provides autonomy and an opportunity to influence and impact TriNet's future growth. The Broker Relationship Manager is expected to have solid product knowledge with the ability to demo specific products lines as needed to customer groups, maintain, and grow relationships and involve the surrounding team to achieve the company goals.
What you will do
  • Represent and convey effectively TriNet's products, solutions & services which demonstrates tangible economic value, drives growth, links to customer business drivers and key performance indicators, and identifies competitive advantage, strategic positioning, shared goals, risks and profitability impact.
  • Target prospective brokers, through phone, e-mail, social media, networking events, association events, etc., to add to the TriNet family of referral partners.
  • Troubleshoot issues with internally aligned support team.
  • Ability to collaborate, team with, find compromise, and build consensus with regional field sales consultants, leadership, and internal shareholders to leverage TriNet resources.
  • Develop a trust-based, mutually beneficial relationship with principal customer sponsors while promoting business growth and balancing selling efforts at multiple customer levels within Strategic Accounts.
  • Generate pipeline that leads to closed revenue and quota attainment.
  • Other projects and responsibilities may be added at manager's discretion.
  • Performs other duties as assigned
  • Complies with all policies and standards

Education Qualifications
  • Bachelor's Degree or equivalent experience preferred

Experience Qualifications
  • Typically 8 plus years in Sales and/or account relationship management experience in consultative sales preferred
  • Typically 2 plus years experience in TriNet Sales as a top performer preferred

Skills and Abilities
  • Account planning facilitation and presentation skills.
  • Strong executive level selling and relationship skills.
  • Excellent verbal, written and interpersonal communication skills.
  • Knowledge of sales principles and applied sales techniques.
  • Ability to negotiate challenges, remove barriers and work through issues.
  • A demonstrated commitment to high professional ethical standards and a diverse workplace.
  • Deep understanding of how the businesses operates, and the priorities that drive decisions from the C-level.
  • Ability to adapt to a fast paced continually changing business and work environment while managing multiple priorities.
  • Ability to communicate and influence at all levels of the organization.
  • Possess cross-function integration & collaboration skills.
  • High intellectual curiosity and emotional intelligence.
  • Proficient in Microsoft Office Suite and Salesforce.

Travel Requirements
Travel may be required domestically 50%
Work Environment
  • Work in clean, pleasant, and comfortable office or home setting. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable persons with disabilities to perform the essential functions.

The salary range for this role is $89,600.00 to $215,040.00. The candidate's final salary offer will be based on the candidate's skills, education, work location and experience.
Candidates hired into roles in the sales organization are also eligible for commissions consistent with TriNet's commission plan.
Additionally, subject to applicable eligibility requirements, TriNet offers permanent full-time employees a variety of benefits including medical, dental, and vision plans, life and disability insurance, a 401(K) savings plan, an employee stock purchase plan, eleven (11) Company observed holidays, PTO and a comprehensive leave program. Please click the following link for detailed information about our benefits offerings: https://www.trinet.com/documents/blt5b61a1040aae1904
Please Note: TriNet reserves the right to change or modify job duties and assignments at any time. The above job description is not all encompassing. Position functions and qualifications may vary depending on business necessity.
TriNet is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth or related medical conditions), age, veteran status or other legally protected characteristics. Any applicant with a mental or physical disability who requires an accommodation during the application process should contact recruiting[at]trinet.com to request such an accommodation.
About Us
TriNet is a leading provider of comprehensive human resources solutions for small to midsize businesses (SMBs). We enhance business productivity by enabling our clients to outsource their HR function to one strategic partner and allowing them to focus on operating and growing their core businesses. Our full-service HR solutions include features such as payroll processing, human capital consulting, employment law compliance and employee benefits, including health insurance, retirement plans and workers' compensation insurance.
TriNet has a nationwide presence and an experienced executive team. Our stock is publicly traded on the NYSE under the ticker symbol TNET. If you're passionate about innovation and making an impact on the large SMB market, come join us as we power our clients' business success with extraordinary HR.

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