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Financial Services Client Relationship Manager Jobs

Stifel

Client Relationship Manager

San Francisco, CA · On-site

Under general supervision, The Client Relationship Manager acts as a key liaison between larger ... Minimum Required: 10 years of financial services experience. * Minimum Required: FINRA Series 7 & ...

Anchor Loan

Client Relationship Manager

Thousand Oaks, CA · Hybrid

$70K - $85K/yr

... Financial Services Entity) and is working diligently to expand and grow its lending footprint ... The Client Relationship Manager partners closely with Loan Originators to support the origination ...

Sunrise Landscape

... and service excellence. Position Summary The Client Relationship Manager (CRM) is a strategic ... Financial Awareness - understands job costing and margin performance through reporting.

New

FlexTG

Client Relationship Manager

Manhattan, NY

The CRM works closely with Sales, Service, Operations, Supply Chain, Billing, Contracts, Project Management, and Leadership to make sure client needs are understood, documented, prioritized, and ...

FlexTG

Client Relationship Manager

Duluth, GA

The CRM works closely with Sales, Service, Operations, Supply Chain, Billing, Contracts, Project Management, and Leadership to make sure client needs are understood, documented, prioritized, and ...

FlexTG

Client Relationship Manager

Manhattan, NY · On-site

The CRM works closely with Sales, Service, Operations, Supply Chain, Billing, Contracts, Project Management, and Leadership to make sure client needs are understood, documented, prioritized, and ...

FlexTG

Client Relationship Manager

Mesa, AZ · Hybrid

$60K - $70K/yr

Description Client Relationship Manager Location: Remote (Hybrid if within 35 miles of a FlexTG ... Support day-to-day client needs while ensuring adherence to Service Level Agreements (SLAs) * Drive ...

FlexTG

Client Relationship Manager

Houston, TX · Hybrid

$60K - $70K/yr

... high standard of service FlexTG is known for. This is your opportunity to own relationships ... managing client relationships or customer success , preferably in technology or managed print ...

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Financial Services Client Relationship Manager information

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$29K

$57.4K

$98K

How much do financial services client relationship manager jobs pay per year?

As of Sep 11, 2026, the average yearly pay for financial services client relationship manager in the United States is $57,383.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,500.00 and $65,000.00 per year, depending on experience, location, and employer.

What is a financial services client relationship manager in finance?

A financial services client relationship manager is responsible for maintaining and developing relationships with clients in the finance industry, ensuring their needs are met and providing tailored financial solutions. They often work in banks, investment firms, or insurance companies, utilizing communication and sales skills to retain clients and grow accounts. The role may require certifications such as the Series 7 or Series 63 and proficiency with customer relationship management (CRM) tools.

What cities are hiring for Financial Services Client Relationship Manager jobs?

Cities with the most Financial Services Client Relationship Manager job openings:

What states have the most Financial Services Client Relationship Manager jobs?

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

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

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

Infographic showing various Financial Services Client Relationship Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $57,383 per year, or $27.6 per hour.

Client Relationship Manager

Durham, NC • Remote

S.Y. Financial Services
See more jobs at S.Y. Financial Servicesexternal

$40K - $60K/yr

Full-time

Re-posted 15 days ago

Job description

SY Financial Services is a growing financial services agency helping individuals, families, and business owners protect their income, prepare for retirement, and build long-term financial security.

We're expanding and looking for relationship-driven people to join our team. This is a remote opportunity with a performance-based career path, built around a structured training and mentorship system. No prior financial services experience is required, but please read the compensation and licensing sections before applying. This opportunity fits a specific kind of person, and we'd rather you know upfront whether that's you.


About the Role


You'll meet with clients virtually to help them understand their financial picture, identify needs, and review available solutions -- including life insurance, annuities, retirement strategies, and income protection. This is relationship-centered work: building trust, understanding what families actually need, and staying with them over time. New team members obtain a state life insurance license, complete field training alongside an experienced mentor on real client appointments, and build skills through ongoing team training. For those who want it, there's a path to develop and lead your own team over time.


Responsibilities


  • Meet with clients virtually to review financial goals and needs
  • Walk clients through financial concepts and available solutions
  • Help clients implement appropriate strategies
  • Build and maintain long-term client relationships through ongoing follow-up
  • Participate in training, mentorship, and team development
  • Follow a structured appointment and field-training process

What We Provide


  • Licensing study guidance and exam preparation support
  • One-on-one field training with an experienced mentor
  • A documented, system-driven training process
  • Remote, flexible structure -- start part-time or full-time
  • Leadership and agency-building track for those who want to grow a team

Requirements


  • At least 18 years old and legally authorized to work in the U.S.
  • Able to pass a background check
  • Reliable phone, internet, and computer access
  • Willing to obtain a state life insurance license (guidance provided; licensing costs are the responsibility of the individual, and the license belongs to you, not the company)
  • Coachable, self-motivated, and comfortable speaking with people about financial topics

Compensation -- Please Read


Compensation is 100% performance-based. There is no hourly pay and no base salary -- income depends entirely on your activity, appointments, and production, and is not guaranteed.

To be straight with you: team members who worked the business full-time for a full year have typically earned $40,000-$60,000 in their first year. Part-time results are typically lower and vary. Income is not guaranteed, and individual results vary significantly.

Realistically, plan for a 60-90 day ramp before meaningful income -- licensing, training, and building your pipeline come first. If you need immediate guaranteed pay to cover next month's bills, this isn't the right fit, and I'd rather tell you that now than waste your time.