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Digital Relationship Manager Jobs in Ohio (NOW HIRING)

Manning & Napier

Relationship Manager

Columbus, OH · On-site

$60K - $85K/yr

Summary As a Relationship Manager, you will be a lead client advocate, ensuring exceptional service ... Develop expertise in firm sales and service technologies, leveraging digital marketing, client ...

Manning & Napier

Relationship Manager

Columbus, OH · On-site

$60K - $85K/yr

Summary As a Relationship Manager, you will be a lead client advocate, ensuring exceptional service ... Develop expertise in firm sales and service technologies, leveraging digital marketing, client ...

Manning & Napier

Relationship Manager

Cleveland, OH · On-site

$60K - $85K/yr

Summary As a Relationship Manager, you will be a lead client advocate, ensuring exceptional service ... Develop expertise in firm sales and service technologies, leveraging digital marketing, client ...

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All JobsDigital Relationship JobsDigital Relationship Manager JobsDigital Relationship Manager Jobs in Ohio

Digital Relationship Manager information

See Ohio salary details

$26.6K

$76.7K

$133.6K

How much do digital relationship manager jobs pay per year?

As of Aug 26, 2026, the average yearly pay for digital relationship manager in Ohio is $76,726.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $100,300.00 per year, depending on experience, location, and employer.

What is a digital relationship manager?

A Digital Relationship Manager is a professional who manages and nurtures relationships with clients or customers through digital channels such as email, social media, and online platforms. Their main goal is to enhance customer engagement, resolve issues, and ensure a positive digital experience. They often collaborate with marketing, sales, and customer support teams to develop strategies that improve customer satisfaction and retention. Digital Relationship Managers use data and analytics to understand customer preferences and personalize interactions. This role is essential in helping organizations build strong, long-lasting relationships in an increasingly digital world.

How does a digital relationship manager typically collaborate with other departments to enhance the customer experience?

Digital Relationship Managers work closely with teams such as marketing, sales, IT, and customer support to create seamless digital experiences for clients. They often act as a bridge, communicating customer feedback and digital engagement insights to relevant departments to improve products and services. Collaboration may include participating in strategy meetings, co-developing digital campaigns, and coordinating on technology integrations to ensure that customers receive consistent and personalized interactions across all digital platforms.

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

To thrive as a Digital Relationship Manager, you need expertise in digital marketing, CRM platforms, and customer engagement strategies, often supported by a bachelor’s degree in marketing or business. Familiarity with tools like Salesforce, HubSpot, data analytics software, and social media management systems is typically required. Outstanding communication, problem-solving skills, and the ability to build rapport virtually help set top performers apart. These skills ensure effective client management, foster loyalty, and drive business growth in increasingly digital environments.

What is the difference between Digital Relationship Manager vs Customer Success Manager?

AspectDigital Relationship ManagerCustomer Success Manager
Primary FocusManaging digital channels and online customer interactionsEnsuring customer satisfaction and retention
Required SkillsDigital marketing, CRM tools, data analysisCommunication, problem-solving, client management
Work EnvironmentOnline platforms, digital marketing teamsCustomer service teams, client-facing roles
Industry UsageBanking, finance, e-commerceTech, SaaS, financial services

The Digital Relationship Manager primarily focuses on managing online interactions and digital channels to strengthen customer relationships, often working with digital marketing tools. In contrast, the Customer Success Manager emphasizes ensuring customer satisfaction and retention through direct client engagement. Both roles require strong communication skills but differ in their core responsibilities and work environments.

What are popular job titles related to Digital Relationship Manager jobs in Ohio?

For Digital Relationship Manager jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Digital Relationship Manager jobs in Ohio look for?

The top searched job categories for Digital Relationship Manager jobs in Ohio are:

What cities in Ohio are hiring for Digital Relationship Manager jobs?

Cities in Ohio with the most Digital Relationship Manager job openings:

Digital Relationship Manager jobs near you

Relationship Manager

Manning & Napier

Columbus, OH • On-site

$60K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 20 days ago

Job description

Summary
As a Relationship Manager, you will be a lead client advocate, ensuring exceptional service throughout our clients' experience. You will also contribute to your team's new business development activities, including expanding wallet share of existing client relationships and prospecting new relationships across various client types, such as high-net-worth individuals, endowments & foundations, and businesses. As the primary client service contact, you will contribute to the creation of long-lasting, trusted advisory relationships.
As a Relationship Manager you will work in collaboration with a Wealth Management Advisory team. You will report to the Chief Client Experience Officer.
Responsibilities
CLIENT RELATIONSHIP MANAGEMENT
  • Serve as the primary point of contact for clients, overseeing and enhancing their end-to-end experience across all inbound interactions.
  • Build a deep knowledge of firm service offerings, financial planning capabilities, and investment products. Stay up to date on current market dynamics and overall industry trends.
  • Collaborate with Financial Consultants in conducting client meetings via telephone, video conference, and in-person interactions.
  • Oversee complex client communications and manage responses to service inquiries and customized reporting in a timely manner
  • Work with the Financial Consultant to provide broad financial planning support, which will include helping to generate baseline financial plans.
  • Initiate new account paperwork and client directives, overseeing onboarding and investment objective updates and driving cross-functional completion of all required criteria
  • Work with the Wealth Management Associates to ensure timely, accurate, and complete documentation of client information.
  • Facilitate the preparation of materials for use in client meetings.
  • Address and resolve client concerns, escalating complex or unresolved issues to management when necessary.

TEAM SALES COLLABORATION
  • Coordinate Client and Prospect meetings for the advisory team, ensuring efficient calendar management and a seamless client experience.
  • Strengthen financial planning and business development capabilities through active engagement with Advisors, formal training programs, and ongoing independent learning.
  • Collaborate with Marketing partners and internal team members to develop and execute targeted outreach and campaign initiatives for clients and prospects.
  • Plan, organize, and participate in strategic prospecting initiatives in partnership with Financial Consultants to support pipeline growth and cultivate warm leads.
  • Develop expertise in firm sales and service technologies, leveraging digital marketing, client service, and financial planning tools to support business growth and client engagement.
  • Coordinate request for proposal (RFP) reviews and response development in collaboration with the Portfolio Strategies Group on behalf of the advisory team.

Qualifications & Requirements
  • Bachelor's degree, with a concentration in Finance, Business, Economics, or Pre-law preferred
  • 3+ years of related experience with RIA, trust company, bank, brokerage, or financial planning firm preferred
  • Prior direct client relationship or sales experience preferred
  • Series 7 and 66 required, or targeted within first year of employment
  • Flexibility to travel and work outside of normal business hours to accommodate client schedules
  • Experience with Envestnet, Salesforce, & Charles Schwab preferred

Key Attributes
  • A passion for serving clients and providing an exceptional experience with a fiduciary duty of care
  • Excellent written and verbal communication skills, with the ability to succinctly summarize complex information.
  • Manage multiple priorities simultaneously, maintaining accuracy and close attention to detail.
  • A strong commitment to achieving goals, acting with a sense of urgency, and follow-through.
  • Take initiative to address challenges and solve problems proactively.

Perks
  • Health, dental & vision insurance
  • Employer HSA contribution
  • Opt out credit
  • 401k employer match
  • Paid volunteer days
  • Gym reimbursement

Compensation: $60,000 - $85,000 expected base salary. Base salary is broadly based on tenure within the firm, experience, and contribution to the team. Total compensation is comprised of base salary and multiple tiers of bonuses including discretionary, metrics-based, a third category that is reserved for top-performers that are recognized as Team Leads.

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