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Central Relationship Manager Jobs (NOW HIRING)

CalPrivate Bank

Relationship Manager

El Segundo, CA · On-site

$125K - $165K/yr

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 ...

MidFirst Business Credit, Inc.

AZ Business Relationship Manager - Central Phoenix Job Category : Banking Requisition Number : AZBUS005080 * Full-Time * On-site Locations Showing 1 location Description This position will support ...

HSBC

Associate Relationship Manager

Dallas, TX · On-site

The new Associate Relationship Manager (ARM) will be a crucial member of our team, helping to meet ... You'll want to join our Employee Resource Groups as they play a central part in life at HSBC ...

HSBC

Wealth Relationship Manager

Washington, DC · On-site

As a Wealth Relationship Manager, you'll work closely with a Wealth Relationship Officer and ... You'll want to join our Employee Resource Groups as they play a central part in life at HSBC ...

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Central Relationship Manager information

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$80.7K

$140.5K

How much do central relationship manager jobs pay per year?

As of Sep 15, 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.

Relationship Manager

El Segundo, CA • On-site

CalPrivate Bank
Commercial Banking • 51 - 200 employees
Learn more about CalPrivate Bankexternal

$125K - $165K/yr

Full-time

Re-posted 11 days ago

Key responsibilities

  • Develop, deepen, and retain relationships with high-net-worth clients, privately held businesses, professional service firms, and real estate investors.

  • Drive portfolio growth by identifying new business opportunities, expanding existing client relationships, and delivering tailored financial solutions.

  • Oversee portfolio health and risk management, including credit quality, loan performance, and client onboarding.

Job description

The Role: Relationship Manager 

The Location: El Segundo, California 

Reports To: Market Manager


Make a Difference Where It Matters Most 

At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity. Our solutions-based service, paired with best-in-class talent, sets us apart in the market, but it’s trust that defines who we are. It's our gold standard, the currency we trade in, and the foundation of every decision we make.

  

 We’re looking for leaders who want more than a title. We’re looking for team players who want to make an impact. If you're driven to lead with purpose, ready to shape the future and have meaningful impact at a relationship-centered bank, CalPrivate Bank may be the place for you. 

Your Opportunity: Relationship Manager  

The Relationship Manager is responsible for developing, managing, and expanding relationships with high-net-worth clients, privately held businesses, real estate investors, and professional service firms. This role provides tailored credit and deposit solutions, oversees portfolio performance, identifies cross-sell opportunities, and acts as a strategic advisor to clients through a relationship-driven and consultative approach. The RM partners with credit, operations, and product specialists to ensure each client receives holistic, well-coordinated financial solutions that support their objectives.

By driving new business development, deepening existing relationships, and maintaining strong credit quality, the Relationship Manager plays a direct and measurable role in advancing departmental and organizational growth. Their ability to build trust, cultivate long-term partnerships, and deliver customized financial guidance enhances revenue generation, strengthens market presence, and contributes to the Bank’s overall strategic goals. This role is central to shaping the client experience and ensuring CalPrivate remains a preferred partner for sophisticated clients seeking high-touch, relationship-focused banking services.

What You’ll Do 

  • Develop, deepen and retain relationships with high-net-worth clients, privately held businesses, professional service firms, and real estate investors through a proactive, consultative engagement model aligned with CalPrivate’s high-touch service standards, and Formula for Success.
  • Drive portfolio growth by identifying new business opportunities, expanding existing client relationships, and delivering tailored credit, deposit and treasury solutions that support client success and contribute to overall revenue goals. 
  • Oversee portfolio health and risk management, including credit quality, loan performance, and client onboarding, ensuring compliance with internal policies and regulatory requirements while maintaining a strong, balanced portfolio.
  • Strengthen internal collaboration by partnering closely with Credit Administration, Operations, Client Services, Treasury, and Compliance to deliver seamless client experiences and ensure timely, coordinated execution of client needs.
  • Works with business development staff, lenders and underwriters to structure loans.
  • Responds to client inquires in professional and knowledgeable manner. Perform other duties as assigned or needed.
  • Demonstrates leadership across the Bank through mentorship, cross-departmental influence, and active participation in business initiatives, promoting a relationship-centric culture and supporting CalPrivate’s strategic growth vision.

AML/CFT/Compliance Responsibilities

This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML.   The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate.  The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer.   Additionally, the employee is required to understand and follow the Bank’s compliance program BSA/AML policies including elevating suspicious activity to the BSA Officer.   Additionally, the employee is required to understand and follow the Bank’s compliance program.

Who You Are 

Experience & Expertise 

  • 5+ years of progressive experience in commercial banking, emphasizing business development, relationship management, portfolio management, and sales.
  • Ability to effectively sell bank products and services.   Possesses credibility and professionalism when working clients.
  • Ability to close business.
  • Strong background in loan structuring, risk identification, cash flow analysis, collateral analysis, and problem loan resolution.
  • Strong analytical, organizational, and communication skills, with the ability to influence and align across markets and departments.
  • Proven success in reinforcing a disciplined, performance-driven credit culture.
  • Bachelor’s degree in Business, Finance, or related field preferred.

Mindset & Values 

  • You lead with accountability, integrity, and consistency.
  • You thrive in a collaborative environment where transparency and follow-through matter.
  • You model professionalism, calm under pressure, and a solutions-oriented mindset.
  • You embrace data-driven decision-making while maintaining a client-first perspective.
  • You embody CalPrivate’s culture, heart for client, excellence in service, and deep commitment to the Bank and its people.

Physical Demands 

  • Requires 50% travel in order to support clients, cultivate business development opportunities and meet with prospects. 
  • Ability to sit or stand for extended periods of time. 
  • Ability to physically use a keyboard/mouse 
  • Ability to walk to and from workstations 
  • Ability to frequently lift and/or move up to 10lbs and occasionally lift and/or move up to 50 pounds.
  • Specific vision abilities required by this job include close vision and ability to adjust focus 

Why CalPrivate Bank?                       

This isn’t just another bank job. At CalPrivate Bank, you will be part of something bigger. Our day-to-day operations and projects don’t just impact a balance sheet, they influence real people, real businesses, and the communities we proudly serve.  We are guided by our commitment to relationships, solutions, and trust. And we’re building a team of people who reflect those values in everything they do. 

If you’re looking for a place where your work will matter, your ideas will be valued, and your growth will be supported, welcome to CalPrivate Bank!   Ready to lead with purpose?