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Broker Relationship Manager Jobs in Riverside, CA

BOK Financial

Relationship Manager IV - CRE Bkg

Irvine, CA · On-site

$175K - $275K/yr

If you have relationship management and credit experience serving real estate clients across a ... The deals we broker have a long sales cycle so we consider this vital work to be a marathon, not a ...

BOK Financial

Relationship Manager IV - CRE Bkg

Irvine, CA · On-site

$175K - $275K/yr

If you have relationship management and credit experience serving real estate clients across a ... The deals we broker have a long sales cycle so we consider this vital work to be a marathon, not a ...

NFP Corp

Senior Private Equity Broker

Santa Ana, CA · On-site

$205K - $273K/yr

Mentor, support and develop brokers and account management team * Maintain strong carrier and wholesale relationships * Lead team in driving NFP's broking strategies, including strategic carriers ...

NFP Corp

Senior Private Equity Broker

Santa Ana, CA · On-site

$205K - $273K/yr

Mentor, support and develop brokers and account management team * Maintain strong carrier and wholesale relationships * Lead team in driving NFP's broking strategies, including strategic carriers ...

NFP Corp

Senior Private Equity Broker

Santa Ana, CA · On-site +1

$205K - $273K/yr

Mentor, support and develop brokers and account management team * Maintain strong carrier and wholesale relationships * Lead team in driving NFP's broking strategies, including strategic carriers ...

Aon

Senior Private Equity Broker

Santa Ana, CA · On-site

$205K - $273K/yr

Mentor, support and develop brokers and account management team * Maintain strong carrier and wholesale relationships * Lead team in driving NFP's broking strategies, including strategic carriers ...

Colliers

Multifamily Broker

City Of Industry, CA · On-site

About you You're a licensed real estate professional with at 4-10+ years of CRE brokerage ... Prior experience using CRM programs. #LI-SF1 Benefits Employees (and their families) are provided ...

Colliers

Multifamily Broker

City Of Industry, CA · On-site

About you You're a licensed real estate professional with at 4-10+ years of CRE brokerage ... Prior experience using CRM programs. #LI-SF1 Benefits Employees (and their families) are provided ...

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All JobsBroker Relationship JobsBroker Relationship Manager JobsBroker Relationship Manager Jobs in Riverside, CA

Broker Relationship Manager information

See Riverside, CA salary details

$29.2K

$84.2K

$146.6K

How much do broker relationship manager jobs pay per year?

As of Aug 20, 2026, the average yearly pay for broker relationship manager in Riverside, CA is $84,197.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,700.00 and $110,100.00 per year, depending on experience, location, and employer.

What is a broker relationship manager?

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.

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.

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.

Is being a broker relationship manager a stressful job?

Broker relationship managers often work in fast-paced environments that require strong communication and problem-solving skills. The role can be stressful due to managing client expectations, meeting sales targets, and handling multiple accounts simultaneously, but workload and stress levels vary depending on the organization and individual workload.

What are popular job titles related to Broker Relationship Manager jobs in Riverside, CA?

For Broker Relationship Manager jobs in Riverside, CA, the most frequently searched job titles are:

What job categories do people searching Broker Relationship Manager jobs in Riverside, CA look for?

The top searched job categories for Broker Relationship Manager jobs in Riverside, CA are:

What cities near Riverside, CA are hiring for Broker Relationship Manager jobs?

Cities near Riverside, CA with the most Broker Relationship Manager job openings:

Broker Relationship Manager jobs near you

Junior Relationship Manager

AMERICAN HERITAGE LENDING LLC

Irvine, CA • On-site

$28.85/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 29 days ago

Job description

Wholesale Junior Relationship Manager
American Heritage Lending, LLC

Established in 2008, the company was founded to be a company set apart from an already impacted market. Licensed in multiple states across the US, the premise of our company evolved into the pinnacle for our success - creating a caring experience for the families we service across the nation.

Position Overview:
The Junior Relationship Manager (Non-QM Wholesaler) will have a great personality, team player, and customer service attitude. Junior Relationship Manager is required to build and maintain strong relationships with mortgage brokers.

Essential Duties & Responsibilities include:
  • Excellent written and verbal communication skills
  • Provide hospitality-level of service to all clients and team members
  • Help facilitate new brokers relationships with American Heritage Lending Inc (AHL). Educate mortgage brokers with loan products, pricing, and technology and remain a constant resource, as needed
  • Master internal functions and processes in order to successfully train Brokers on handling loans from Submission through Closing
  • Speak and correspond with Brokers on a consistent basis to ensure their utmost satisfaction
  • Reach out and prospect new Broker business through email campaigns and calls
  • Address and resolve Broker questions and/or concerns in a timely manner
  • Communicates and work with AHL Account Managers as necessary to ensure desired production results
  • Monitor and help improve Broker performances and communicate results with AHL Leadership
  • Attend and participate in internal Trainings and meetings to stay informed on AHL processes and guidelines
Experience & Minimum Qualifications (Skills, Knowledge & Abilities):
  • Minimum of 1+ years' experience in wholesale mortgage lending sales experience preferred
  • Ability to conduct and attend web meetings and conference calls including presentations
  • Basic knowledge Non-QM; Bridge, DSCR-Business Purpose, Fix/Flip
  • Strong level of proficiency in Microsoft Office- Word, Excel & PowerPoint programs
  • Proficient with Encompass/LON
Essential Mental & Physical Requirements:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
  • Frequently required to sit, stand, kneel, stoop, or squat
  • Use hands or fingers to handle or feel objects, tools, or controls
  • Reach with hands and arms
  • Talk or hear
  • Specific vision ability includes close vision, distance vision, color vision, depth perception and the ability to adjust focus
  • Occasionally lift and/or move up to 25 pounds
  • Ability to analyze situations logically to identify causes and draw solid conclusions
  • Ability to anticipate the consequences of a situation
  • Ability to modify one’s own behavior to meet expectations of others
  • Ability to sustain one’s own emotions from interfering with responding effectively to internal and external customer’s needs
  • Displays honesty and trustworthiness; has a sense of personal accountability; maintains a moral conviction to do the right thing
Physical Demands:
The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Work Environment:
This job operates in an office setting and largely sedentary, requiring the routine use of a computer and other standard office equipment. The ability to lift or move up to 25 pounds, bend, reach, and perform manual tasks may also be required. Remote work is an optional setting. Work environment characteristics are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is exposed to weather condition prevalent at the time. Business travel may provide for varying degrees of change in the work environment. The noise level in work environment is usually moderate.

Job Classification:
  • Non-Exempt
Location:
  • Onsite- 19800 MacArthur Blvd, Ste 950, Irvine, CA 92612
Benefits:
  • Medical
  • Dental
  • Vision
  • Basic Life & AD&D
  • Matching 401(k)
  • Paid Time Off
  • Paid Holidays
Why American Heritage Lending:
  • We are a high-growth Company that doubled our staff in 2022
  • Competitive Salary
  • Wide Product Options - Bridge, Fix and Flip, FHA, VA, Conventional, Non-QM, DCSR, Hard Money Loans and more
  • We are not impacted by the volatility of the interest rate
This Company describes its culture as:

Family-Accountability-Integrity-Teamwork-Have fun along the way

Start your career today with American Heritage Lending!

Note: Nothing in this job description restricts the company’s right to assign or reassign duties and responsibilities