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Institutional Client Relationship Manager Jobs (NOW HIRING)

Mutual of America

Client Relationship Manager

Akron, OH · On-site +1

$65K - $90K/yr

Client Relationship Manager Location: Ohio, Indiana, Kentucky (remote) Who We Are: At Mutual of ... institutional investors, and individuals. We work diligently to understand the needs of our ...

OKX

Institutional Relationship Manager

Build a consistent client pipeline through industry events, peer referrals, and in-person visits, and drive partnerships to closure efficiently. Deep Relationship Management & Client Lifecycle

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Institutional Client Relationship Manager information

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$28K

$80.7K

$140.5K

How much do institutional client relationship manager jobs pay per year?

As of Aug 17, 2026, the average yearly pay for institutional client 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 are some common challenges institutional client relationship managers face when managing multiple high-value clients?

Institutional Client Relationship Managers often juggle the demands of several large clients, each with unique investment goals and service expectations. One key challenge is balancing proactive communication and personalized support while staying organized and responsive to urgent requests. Additionally, these managers must keep up with industry regulations, market trends, and internal product updates to provide informed guidance. Effective time management, strong relationship-building skills, and leveraging digital tools are essential to successfully meeting these challenges.

What does an institutional client relationship manager do?

An Institutional Client Relationship Manager is responsible for managing and nurturing relationships with large, institutional clients such as pension funds, insurance companies, and endowments. They act as the main point of contact, ensuring clients are satisfied with the services provided and addressing any concerns or needs. These professionals work closely with internal teams to deliver tailored solutions, provide market insights, and facilitate communication between clients and their organization. Their goal is to maintain long-term partnerships and support client retention and growth.

What are the key skills and qualifications needed to thrive as an institutional client relationship manager, and why are they important?

To thrive as an Institutional Client Relationship Manager, you need a strong background in finance or business, expertise in investment products, and experience managing institutional accounts, often supported by a bachelor's or master's degree. Familiarity with CRM systems, portfolio management tools, and relevant certifications such as CFA or Series 7 are highly valuable. Exceptional communication, client service orientation, and problem-solving skills set top performers apart in this role. These abilities are crucial for building trust, retaining institutional clients, and driving business growth in a competitive financial environment.

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

AspectInstitutional Client Relationship ManagerFinancial Advisor
CredentialsTypically requires a bachelor's degree, certifications like CFA or CFP are commonRequires a bachelor's degree, CFP certification often preferred
Work EnvironmentWorks mainly with institutional clients such as pension funds, corporationsServes individual clients and families
Employer & IndustryFinancial institutions, asset management firms, banksFinancial planning firms, banks, independent practices
Primary FocusManaging relationships with institutional clients, providing tailored investment solutionsProviding personalized financial planning and investment advice to individuals

The Institutional Client Relationship Manager primarily focuses on managing relationships with institutional clients like pension funds and corporations, offering specialized investment services. In contrast, Financial Advisors serve individual clients, providing personalized financial planning. While both roles require financial certifications and industry knowledge, their client base and work environment differ significantly.

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Cities with the most Institutional Client Relationship Manager job openings:

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Institutional Client Relationship Manager jobs near you
Infographic showing various Institutional Client Relationship Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 12% Part Time, and 1% 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.

Institutional Client Services Relationship Manager II - Wilmington Center

M&T Bank

Wilmington, DE

$68K - $114K/yr

Full-time

Posted 20 days ago

M&T Bank rating

7.9

Company rating: 7.9 out of 10

Based on 186 frontline employees who took The Breakroom Quiz

79th of 171 rated banks

Job description

Overview

Provides operational, risk, and client service support for institutional client relationships within a teambased coverage model. Works primarily in a backup and execution capacity in close partnership with senior Relationship Managers to ensure continuity of service, accuracy of processing, and adherence to risk and control standards.

Primary Responsibilities

  • Support assigned institutional client relationships by executing daily administrative and transactional responsibilities accurately and in accordance with client directives, policies, and procedures.
  • Submit and/or approve transactions, activity, and workflows in a timely and accurate manner while maintaining strong documentation standards.
  • Serve as a designated backup contact for senior Relationship Managers, ensuring seamless coverage during planned and unplanned absences.
  • Maintain visibility into assigned client activity, open items, and priorities to support continuity of service.
  • Review, respond to, and annotate compliance, monitoring, and control reports for supported relationships; escalate issues and exceptions appropriately.
  • Participate in client calls as requested, demonstrating preparedness, professionalism, and clear communication.
  • Execute disbursementrelated activities in strict adherence to ICS controls, including validation of payment instructions and escalation of discrepancies.
  • Maintain a strong understanding of internal policies, procedures, and control requirements; complete all required training within established timeframes.
  • Collaborate with peers across coverage groups to ensure effective handoffs, backup coordination, and knowledge sharing.
  • Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite.
  • Identify operational, client, or risk issues and escalate promptly using clear, factual problem statements and recommended next steps.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit actions and resolution of issues raised by regulators, as applicable.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Complete other related duties as assigned.

Education and Experience Required:

Bachelor's degree and a minimum of 2 years' relevant experience,

OR in lieu of a degree,

A combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' relevant experience

Strong level of proficiency in use of personal computers and pertinent word processing and spreadsheet software

Detail-oriented

Excellent customer service skills

Excellent verbal and written communication skills

Proven organizational skills

Proven leadership skills

Proven problem-solving skills

Strong decision making skills

Education and Experience Preferred:

Bachelor's degree in Finance or Business

Minimum of 4 years' relevant experience

Retirement or Trust administration experience

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $68,400.00 - $114,000.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.Location:Wilmington, Delaware, United States of America

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