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Financial Relationship Manager Jobs (NOW HIRING)

Oxford Financial GRP

Relationship Manager

Chicago, IL · On-site

Prepares client financial statements * Partner with technical teams to prepare required reports and ... Monitor and update the CRM, Salesforce, as appropriate * Determine Portfolio Summary Report ...

Oxford Financial GRP

Relationship Manager

Atlanta, GA · On-site

Prepares client financial statements * Partner with technical teams to prepare required reports and ... Monitor and update the CRM, Salesforce, as appropriate * Determine Portfolio Summary Report ...

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Financial Relationship Manager information

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$28K

$80.7K

$140.5K

How much do financial relationship manager jobs pay per year?

As of Sep 9, 2026, the average yearly pay for financial 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 financial relationship manager?

A Financial Relationship Manager is a professional who works with clients to provide financial advice, manage their banking and investment needs, and help them reach their financial goals. They act as a primary point of contact for clients at banks or financial institutions, building long-term relationships based on trust and understanding. Their responsibilities often include recommending financial products, assisting with account management, and ensuring clients receive personalized service tailored to their financial situations.

What are the key skills and qualifications needed to thrive as a financial relationship manager?

To thrive as a Financial Relationship Manager, you need strong financial acumen, customer service expertise, and typically a bachelor's degree in finance, business, or a related field. Familiarity with CRM platforms, banking software, and relevant certifications such as Series 6/7 or state insurance licenses are often important. Exceptional interpersonal, problem-solving, and communication skills help build trust and effectively manage client relationships. These skills ensure you can provide tailored financial solutions, retain clients, and drive business growth in a competitive industry.

How does a financial relationship manager typically collaborate with other departments to meet client needs?

Financial Relationship Managers work closely with various internal teams, such as loan officers, investment advisors, and customer service representatives, to deliver comprehensive financial solutions for clients. They often act as the primary point of contact, coordinating between clients and specialists to ensure seamless service delivery. Regular communication and cross-functional meetings are common, enabling Financial Relationship Managers to stay informed about available products and services, and to advocate for clients’ best interests. This collaborative environment helps ensure that each client’s financial goals are met efficiently and effectively.

What is the difference between Financial Relationship Manager vs Financial Advisor?

AspectFinancial Relationship ManagerFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentBanking, financial institutions, client managementIndependent or firm-based, client-focused
Employer & IndustryBanks, financial services companiesFinancial planning firms, independent
Primary FocusManaging client relationships and cross-selling productsProviding personalized financial planning and investment advice

While both roles involve working with clients on financial matters, a Financial Relationship Manager primarily focuses on maintaining client relationships within banking or financial institutions, often cross-selling products. A Financial Advisor provides comprehensive financial planning and investment advice, often working independently or within advisory firms. Understanding these differences helps clients and professionals choose the right service or career path.

What cities are hiring for Financial Relationship Manager jobs?

Cities with the most Financial Relationship Manager job openings:

What states have the most Financial Relationship Manager jobs?

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

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

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

Financial Relationship Manager jobs near you
Infographic showing various Financial 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 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.

Relationship Manager

Los Angeles, CA • Remote

Austin Financial Services
Finance and Insurance • 11 - 50 employees
Learn more about Austin Financial Servicesexternal

$100K - $160K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 28 days ago

Job description

Austin Financial Services, Inc., a division of Stearns Bank N.A., is currently looking for a Relationship Manager. This is a connected mobile role.
For this position, we anticipate an annual salary range between $100,000 to $160,000. Final employment offers will be dependent upon the selected candidate’s relevant qualifications and experience.
BENEFITS
When you join the AFS team, you gain access to:
• Healthcare (Medical, Dental, Vision)
• 401(k) Plan with an employer match
• PTO from 10 to 20 days depending on tenure and seniority
• 6 Days Sick Time
• 12 Paid Holidays
• Disability Insurance
JOB SUMMARY
The Relationship Manager is responsible for managing and developing relationships with clients to understand and impact their financial growth goals. The Relationship Manager is the primary contact for clients, providing a high level of service and support. This role serves as a trusted advisor and plays a pivotal role in fostering partnerships and driving business growth. 
RESPONSIBILITIES
• Build and maintain strong relationships with existing and prospective clients to understand their needs and preferences to provide sound advice.
• Understand the clients financial goals and recommend appropriate financial solutions.
• Monitor client portfolios, prepare and present proposals to strengthen accounts.
• Develop customized solutions to address client concerns and enhance client satisfaction.
• Identify development efforts to generate new business opportunities and drive revenue growth.
• Develop and implement sales strategies to achieve sales target and maximize profitability.
• Conduct due diligence and risk assessments to evaluate client portfolios.
• Ensure compliance with banking regulations and industry standards.
• Other duties as assigned from SVP, CEO or CRO.
REQUIREMENTS
• Literacy in English.
• Ability to sit for extended periods of time, twist, bend, sit, walk, use hands to twist, handle or feel objects, tools or controls, such as computer mouse, computer keyboard, calculator, stapler, telephone, staple puller, etc., reach with hands and arms, balance, stoop, kneel, talk or hear.
• Specific vision abilities required by the job includes close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.
QUALIFICATIONS
• Preferred:  Bachelor’s degree in Finance, Accounting, Business, Economics or a related field from four-year college or university.
• 5 -7 years of relevant experience in business development and client management.
• Comprehensive understanding of financial industry trends and market dynamics to drive growth and execute business development strategies.
• Demonstrated ability to build and maintain relationships with clients, partners, and stakeholders.
• Excellent verbal, written and problem-solving skills
• Proficiency in Microsoft Office and applicable software platforms.
THE COMPANY
Austin Financial Services, Inc. (AFS) prides itself on being a leader in Asset Based Lending. In a field where there are many choices, we maintain a competitive advantage with our proven track record of delivering high quality and 
flexible products from our team of experienced professionals. AFS offers streamlined
lending processes and fast approvals, with an ability to provide our clients with 
consistent cash flow to ensure their business continues to operate in a smooth and  efficient manner. 
As a privately owned firm, we specialize in working with lower-middle market 
companies, facilitating loans from $1M to $12MM. We move at the pace of our clients’ businesses, with flexibility, speed and an unwavering commitment to providing the best client service. 
EQUAL OPPORTUNITY EMPLOYER /AFFIRMATIVE ACTION PLAN
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, or creed, religion, sex, marital status, familial status, sexual orientation, national origin, age, disability, veteran’s status, status with regard to public assistance, or any other class protected by Federal, State, local laws governing nondiscrimination in employment.