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Central Relationship Manager Jobs (NOW HIRING)

Farther

Client Relationship Manager

Greensboro, GA · Hybrid

Serve as the central relationship manager and primary contact for all client service requests on behalf of the financial advisor * Manage day-to-day client care including answering phones, responding ...

Farther

Client Relationship Manager

Greensboro, GA · On-site +1

Serve as the central relationship manager and primary contact for all client service requests on behalf of the financial advisor * Manage day-to-day client care including answering phones, responding ...

Farther

Client Relationship Manager

Greensboro, GA · On-site

Serve as the central relationship manager and primary contact for all client service requests on behalf of the financial advisor * Manage day-to-day client care including answering phones, responding ...

Beacon Pointe

WI · On-site

The Relationship Manager will join a highly talented team of wealth management and client service ... Partner with clients, wealth advisory and central operations teams in the establishment of new ...

CalPrivate Bank

Relationship Manager

El Segundo, CA · On-site

This role is central to shaping the client experience and ensuring CalPrivate remains a preferred ... relationship management, portfolio management, and sales. * Ability to effectively sell bank ...

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Central Relationship Manager information

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$28K

$80.7K

$140.5K

How much do central relationship manager jobs pay per year?

As of Sep 14, 2026, the average yearly pay for central 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 a central relationship manager?

A Central Relationship Manager is a financial professional who serves as a primary point of contact for clients within a financial institution, such as a bank or investment firm. Their main responsibility is to manage and nurture client relationships, providing tailored financial advice, product recommendations, and solutions to meet each client's needs. They often handle client inquiries, resolve issues, and work to deepen client engagement with the institution's services. Central Relationship Managers typically work with a portfolio of clients remotely or from a central office rather than face-to-face in branches. This role requires strong communication skills, financial knowledge, and a customer-centric approach.

How does a central relationship manager typically collaborate with other departments to support clients?

Central Relationship Managers frequently work closely with teams such as financial advisors, product specialists, and customer service representatives to provide comprehensive support to clients. They coordinate with these departments to address client inquiries, facilitate account management, and ensure a seamless client experience. Effective communication and teamwork are essential, as the role often involves acting as a liaison between clients and internal experts to deliver tailored solutions and resolve issues efficiently.

What are the key skills and qualifications needed to thrive as a central relationship manager, and why are they important?

To thrive as a Central Relationship Manager, you need strong knowledge of financial products, client portfolio management, and typically a bachelor's degree in finance, business, or a related field. Proficiency with CRM platforms, financial planning software, and compliance systems is commonly required, along with relevant certifications such as FINRA Series 7 and 63/66. Excellent interpersonal skills, active listening, and the ability to build trust make professionals stand out in this client-focused role. These skills are crucial for effectively managing client relationships, driving client satisfaction, and ensuring regulatory compliance in a competitive financial services environment.

What cities are hiring for Central Relationship Manager jobs?

Cities with the most Central Relationship Manager job openings:

What states have the most Central Relationship Manager jobs?

States with the most job openings for Central Relationship Manager jobs include:

What are popular job titles related to Central Relationship Manager jobs?

For Central Relationship Manager jobs, the most frequently searched job titles are:

Infographic showing various Central Relationship Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 80% Physical, 2% Hybrid, and 18% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.

Client Relationship Manager

Greensboro, GA • Hybrid

Farther
Finance and Insurance • 51 - 200 employees
Learn more about Fartherexternal

Full-time

Medical, Retirement, PTO

Re-posted 29 days ago

Job description

The Role

As the Client Relationship Manager, you're the centralized point of contact for clients and a key partner to the financial advisor. You'll ensure that every aspect of the client experience-before, during, and after meetings-is organized, proactive, and seamless. This role keeps the advisor fully informed and prepared so they can focus on advice and planning, while you make sure clients feel known, cared for, and confident in the firm.

Your Impact

  • Serve as the central relationship manager and primary contact for all client service requests on behalf of the financial advisor

  • Manage day-to-day client care including answering phones, responding to emails, scheduling meetings, following up on action items, and tracking tasks to completion

  • Coordinate all aspects of client onboarding including new account setup, transfers, and document collection

  • Work directly with custodians and third-party providers to process account changes, money movements, and service requests with accuracy and timeliness

  • Prepare the advisor for client meetings by gathering reports, statements, notes, and follow-up items, then ensure post-meeting tasks are completed

  • Monitor client accounts and service activity, proactively identifying issues or opportunities and communicating them to the advisor

  • Maintain up-to-date client records in CRM, internal portal, and custodial platforms, documenting interactions, next steps, and key client preferences

  • Support ongoing client communication efforts such as check-in emails and event follow-ups so clients feel regularly engaged and supported

  • Maintain confidentiality regarding all client-related information.

The Ideal Match

  • Significant experience in a client-facing support role within financial services, preferably at an RIA or wealth management firm

  • Strong relationship-building skills with the ability to build trust and rapport with clients while representing the advisor and the firm

  • Highly organized and detail-oriented with the ability to juggle multiple client requests and deadlines without losing track

  • Comfortable owning all aspects of client care-coordinating people, information, and tasks in a fast-paced environment

  • Skilled with CRM and custodial platforms with the ability to learn new systems quickly and maintain clean, accurate data

  • Positive, professional communication style and a strong sense of ownership over the client experience

  • Excellent with confidentiality and discretion

  • A structured and orderly approach to daily operations is essential, requiring a highly detail-oriented work style with excellent follow-through and fact-finding skills

Bonus Points

  • CFP designation or background in financial planning, tax, or accounting

  • Experience with portfolio management and rebalancing

  • Interest in growing into a wealth advisor role over time

  • Background working in a small town or retirement community environment

  • Experience managing workflows between in-office and remote service teams

Why Join Us

  • Competitive comp package that rewards impact

  • Work alongside some of the brightest minds in fintech

  • Ground-floor opportunity at a fast-scaling startup

  • Chart your own growth path as we expand-potential to elevate into an advisory role for the right candidate

  • Full health benefits + 401(k) matching & Roth IRA options

  • Unlimited PTO

Ready to disrupt wealth management? Let's talk!

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About Farther

Sourced by ZipRecruiter

Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.

Industry

Finance and insurance

Company size

51 - 200 Employees

Headquarters location

New York, NY, US

Year founded

2019

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