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Financial Services Relationship Manager Jobs (NOW HIRING)

MRISpokane

Premier Relationship Manager

Sacramento, CA · On-site

The Relationship Manager demonstrates expertise in financial services and acts as a knowledgeable resource for the Bank's most valued clients and potential clients in this area. This position is ...

Kestra Financial, Inc.

Strong understanding of brokerage, advisory, or investment products and services * Experience supporting or working closely with financial advisors is highly preferred * Familiarity with CRM systems ...

Jobtailor

Relationship Manager

Scottsdale, AZ · On-site

Fintech * Financial Services * Partner Management * Client Engagement * Service-Oriented Role ... Salesforce * CRM Systems * Excel * Word * PowerPoint * Outlook #J-18808-Ljbffr

Chandler Asset Management

Relationship Manager

Denver, CO · On-site

$110K - $150K/yr

... financial services company; our concentration centers on managing taxable fixed income portfolios ... The Relationship Manager will set and pursue objectives for specific territories, offer ...

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Financial Services Relationship Manager information

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$28K

$80.7K

$140.5K

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

As of Sep 10, 2026, the average yearly pay for financial services 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 the difference between Financial Services Relationship Manager vs Financial Advisor?

AspectFinancial Services Relationship ManagerFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentBank branches, financial institutions, client officesIndependent practice, client meetings, financial planning firms
Employer & Industry UsageBanking, financial institutions, wealth managementFinancial planning firms, independent advisors, banks
Primary FocusManaging client relationships, cross-selling banking productsProviding personalized financial planning and investment advice

The main difference is that a Financial Services Relationship Manager primarily focuses on managing client relationships within banking or financial institutions, often cross-selling products. In contrast, a Financial Advisor provides personalized financial planning and investment advice, often working independently or in advisory firms. Both roles require similar certifications and serve clients in the financial industry, but their daily tasks and work environments differ.

What cities are hiring for Financial Services Relationship Manager jobs?

Cities with the most Financial Services Relationship Manager job openings:

What states have the most Financial Services Relationship Manager jobs?

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

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

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

Financial Services Relationship Manager jobs near you
Infographic showing various Financial Services Relationship Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.

Banking Relationship Manager (Financial Services Sales)

Tacoma, WA • On-site

Mackenzie HealthCare
See more jobs at Mackenzie HealthCareexternal

Full-time

Re-posted 29 days ago

Job description

Banking Relationship Manager (Financial Services Sales)

Develops and services comprehensive personal financial relationships within affluent target market through a professional sales effort. Identifies qualified potential clients. Initiates contacts, assesses needs, presents array of products and services, and closes sales. Responsible for the management and total servicing of the client relationship, and for the growth and profitability of large, more complex and profitable relationships in the unit. Proactively advises and consults with clients to maximize their service usage, trust and investment opportunities, and monitors client portfolio to ensure profitability. Responsible for analyzing clients' credit needs and then making appropriate recommendations. This is an experienced level Relationship Manager whose clients expect their banker to provide high quality financial information and personal service.

Qualifications

  • College degree or equivalent work experience.
  • A minimum of 6 years commercial lending experience.
  • Proficient computer skills.
  • Competent knowledge of personal and business financial statements and tax returns.
  • Proficient understanding of the financial acumen as it pertains to the affluent market segment. All consumer and business products and services as it relates to the affluent market segment, including operations, loan policies and procedures.

COMPETITIVE BASE SALARY

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