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Client Retention Manager Jobs in Florida (NOW HIRING)

Ensure client satisfaction and retention, proactively addressing any challenges or roadblocks ... Proven ability to manage projects and drive results in a client-facing role. * Experience in ...

Client renewals & retention; achieving or surpassing annual financial goals & objectives. * Risk ... Manages client financial health and ensures Zelis is getting paid on time in accordance with the ...

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Client Retention Manager information

See Florida salary details

$48.2K

$74.9K

$93K

How much do client retention manager jobs pay per year?

As of Aug 8, 2026, the average yearly pay for client retention manager in Florida is $74,892.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,300.00 and $91,500.00 per year, depending on experience, location, and employer.

What is the difference between Client Retention Manager vs Customer Success Manager?

AspectClient Retention ManagerCustomer Success Manager
Primary FocusRetaining existing clients and reducing churnEnsuring customer satisfaction and long-term success
Key ResponsibilitiesDevelop retention strategies, manage client relationshipsOnboard clients, provide support, and optimize product usage
Required SkillsRelationship management, communication, analyticsCustomer support, product knowledge, communication
Work EnvironmentAccount management teams, client-facing rolesCustomer support teams, onboarding teams

While both roles focus on client relationships, the Client Retention Manager primarily concentrates on reducing churn and maintaining existing accounts, whereas the Customer Success Manager emphasizes onboarding, support, and ensuring customers derive value from products or services. Both roles are vital for customer satisfaction but differ in scope and daily activities.

How does a client retention manager collaborate with sales and customer support teams to improve client satisfaction?

A Client Retention Manager works closely with both sales and customer support teams to ensure a seamless client experience. They regularly communicate with sales to understand client expectations and feedback, and with customer support to address ongoing issues and identify trends in client concerns. By facilitating open communication between these departments, they help develop targeted retention strategies, resolve client problems efficiently, and proactively identify opportunities for upselling or cross-selling. This collaborative approach is essential for building strong, long-term client relationships.

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

To thrive as a Client Retention Manager, you need expertise in customer relationship management, strategic account management, and a background in business or marketing. Familiarity with CRM platforms such as Salesforce, customer analytics tools, and sometimes relevant certifications like Certified Customer Experience Professional (CCXP) are typical requirements. Exceptional communication, problem-solving abilities, and a strong customer-centric mindset set top performers apart in this role. These skills and qualities are crucial for building long-term client relationships, reducing churn, and driving sustainable business growth.
What cities in Florida are hiring for Client Retention Manager jobs? Cities in Florida with the most Client Retention Manager job openings:
Infographic showing various Client Retention Manager job openings in Florida as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $74,892 per year, or $36 per hour.

Private Client Relationship Manager

First Horizon

Orlando, FL • On-site

Full-time

Medical, Dental, Vision, Retirement

Re-posted 20 days ago


First Horizon Bank rating

8.3

Company rating: 8.3 out of 10

Based on 31 frontline employees who took The Breakroom Quiz

39th of 170 rated banks


Job description

Location: On site as described in posting.
Summary
As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients. You are responsible for advising your clients on building, preserving, and managing their wealth, risk management solutions, business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects of their balance sheet to assist clients with meeting their stated goals and objectives. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals.
ESSENTIAL DUTIES AND RESPONSIBILITIES
  • Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
    • Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to prospective and existing clients.
    • Self-acquires new business by being active and well connected in the community.
    • Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships.
    • Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation.
    • Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects.
    • Partners with wealth and banking specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships.
    • Thrives in a team-based approach to deliver the full suite of First Horizon's solutions.
    • Team and peer group role model for other Private Client Relationship Managers.
    • Continuously act as a culture champion that is aligned with First Horizon Bank's Purpose, Mission and Values.
    • Establish and maintain mutually beneficial business relationships with internal and external centers of influence as well as the regional leadership team, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team.
    • Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs.
    • Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of relationships.
    • Using sound judgment on expense and operational efficiency

QUALIFICATIONS
    • Bachelor's Degree Required.
    • FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed.
    • 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.
    • Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high-net-worth marketplace.
    • Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.
    • Advanced and proven working knowledge of deposit, credit and investment products.
    • Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful.
    • Ability to thrive and be an active participate on a team.
    • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

The requirements listed above are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
NMLS Language
As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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