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Client Relationship Manager Investment Advisor Jobs

Farther

Client Relationship Manager

Greensboro, GA · On-site

Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... We're backed by top-tier venture capital firms, fintech investors, and industry leaders. Joining ...

Jambalaya Group

Client Relationship Manager

Glendale, CA · On-site

$70K - $110K/yr

Client Relationship Manager Castlewatch Wealth | Glendale, California Full-Time | Hybrid Eligible ... Review and help manage advisor inboxes to ensure client requests are addressed promptly.

PNC Financial Services Group, Inc.

As an Investment Advisor, you will serve as the trusted investment consultant for a diverse ... This position offers the opportunity to manage meaningful client relationships while leveraging the ...

Reed Smith US

Client Relationship Manager

Boston, MA · On-site

Position summary The Client Relationship Manager is a client‑facing role supporting the ... Lead and advise on strategic client initiatives such as events, thought leadership, secondments ...

Mutual of America

Client Relationship Manager

Akron, OH · On-site +1

$65K - $90K/yr

Client Relationship Manager Location: Ohio, Indiana, Kentucky (remote) Who We Are: At Mutual of ... institutional investors, and individuals. We work diligently to understand the needs of our ...

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Client Relationship Manager Investment Advisor information

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$28K

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$140.5K

How much do client relationship manager investment advisor jobs pay per year?

As of Sep 15, 2026, the average yearly pay for client relationship manager investment advisor 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 Client Relationship Manager Investment Advisor vs Financial Planner?

AspectClient Relationship Manager Investment AdvisorFinancial Planner
CredentialsSeries 7, 63, or 65 licenses; CFP certification often preferredCFP certification; Series 7 and 66 licenses often required
Work EnvironmentFinancial firms, banks, investment advisory firmsIndependent practice, financial planning firms, or advisory firms
Primary FocusManaging client relationships and recommending investmentsCreating comprehensive financial plans including investments, estate, and retirement
Employer & Industry UsageFinancial services, wealth managementFinancial planning, wealth management, personal finance

While both roles involve working with clients on financial matters, a Client Relationship Manager Investment Advisor primarily focuses on maintaining client relationships and recommending investment products. In contrast, a Financial Planner provides holistic financial planning services, covering investments, estate planning, and retirement strategies. The roles often overlap but differ in scope and certification requirements.

What are popular job titles related to Client Relationship Manager Investment Advisor jobs?

For Client Relationship Manager Investment Advisor jobs, the most frequently searched job titles are:

Infographic showing various Client Relationship Manager Investment Advisor job openings in the United States as of September 2026, with employment types broken down into 87% Full Time, 12% Part Time, and 1% Contract. Highlights an 79% Physical, 2% Hybrid, and 19% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.

Client Relationship Manager

Birmingham, AL • On-site

OneAscent Holdings LLC
See more jobs at OneAscent Holdings LLCexternal

Full-time

Posted 6 days ago

Job description

Description:

Reports To: Investment Advisor

Job Type: Full Time

Who We Are

OneAscent is a family of companies committed to helping people align their financial decisions with their values—and we take that mission seriously. We're also a team that genuinely cares for each other and believes work should be a place where people thrive, not just perform. We're a growing, values-aligned RIA serving advisors and clients across the country, and we believe excellent work done with the right heart posture can change lives. Our culture is shaped by five core values we actually live out (not just hang on the wall): Kingdom-Focused Excellence, Humble (Big Team, Little Me), Hungry (Committed, Can-Do Attitude), Smart (Competent and Accountable), Client's Needs First—Always

What It Takes to Win in This Role

Client Engagement

  • Serve as the primary day-to-day contact for investment-related service requests, delivering white-glove support to remote and multi-entity households.
  • Manage onboarding of accounts tied to investment activity, including trusts, LLCs/LPs, donor-advised funds, and institutional accounts.
  • Prepare investment review materials and close out client follow-up items.

Investment Advisor Support

  • Execute investment operations workflows across private fund subscriptions, capital calls, distributions, and alternative investment onboarding.
  • Coordinate with custodians and oversee wires, transfers, and money movement.
  • Support the Investment Advisor with portfolio updates, allocations, and modeling.

Coordination and Operational Excellence

  • Keep the Relationship Lead current on investment activity so transactions and reporting align with the client's broader planning strategy.
  • Support family office initiatives involving investment activity, such as charitable funding and liquidity planning.
  • Oversee account openings, titling, compliance documentation, and CRM records.
Requirements:

What You Bring to the Table

Required Qualifications

  • 3 to 5+ years supporting ultra-high-net-worth, private wealth, or family office clients at an RIA or trust company.
  • Experience working with custodians, with Charles Schwab preferred.
  • Experience with reporting platforms such as Orion, Black Diamond, or Addepar, and CRM proficiency in Redtail or Salesforce.
  • Strong attention to detail, clear communication, and command of complex operational workflows.

Preferred Qualifications

  • Working knowledge of alternative investments, private funds, and capital calls.
  • Familiarity with trusts, LLCs, LPs, and multi-entity wealth structures.
  • Experience with investment-related legal or tax documentation.