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Institutional Client Relationship Manager Jobs in California

A Day in the Life of a Client Relationship Manager As a Client Relationship Manager, you are the backbone and driving force of the administrative support for our National Sales team. You ensure a ...

Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of ...

Client Relationship Manager (Outside B2B Sales) Sales Territory: LA County, Orange County Workplace: Hybrid of Field, Remote, Office Competitive Base | Uncapped Commissions | Bonuses | Benefits | Car ...

Client Relationship Manager (Outside B2B Sales) Sales Territory: Local Radius of Vista, CA and San Diego County Workplace: Hybrid of Field, Remote, Office Competitive Base | Uncapped Commissions ...

Client Relationship Manager (Outside B2B Sales) Sales Territory: Local radius to Sacramento, CA Workplace: Hybrid of Field, Remote, Office Competitive Base | Uncapped Commissions | Bonuses | Benefits ...

Client Relationship Manager (Outside B2B Sales) Sales Territory: Local Radius to Fresno, CA Workplace: Hybrid of Field, Remote, Office Competitive Base | Uncapped Commissions | Bonuses | Benefits ...

Client Relationship Manager (Outside B2B Sales) Sales Territory: Local Radius to Bakersfield, CA Workplace: Hybrid of Field, Remote, Office Competitive Base | Uncapped Commissions | Bonuses ...

Client Relationship Manager (Outside B2B Sales) Sales Territory: Local radius to Sacramento, CA Workplace: Hybrid of Field, Remote, Office Competitive Base | Uncapped Commissions | Bonuses | Benefits ...

Client Relationship Manager (Outside B2B Sales) Sales Territory: LA County, Orange County Workplace: Hybrid of Field, Remote, Office Competitive Base | Uncapped Commissions | Bonuses | Benefits | Car ...

Client Relationship Manager (Outside B2B Sales) Sales Territory: Local Radius of Vista, CA and San Diego County Workplace: Hybrid of Field, Remote, Office Competitive Base | Uncapped Commissions ...

Client Relationship Manager (Outside B2B Sales) Sales Territory: Local Radius to Fresno, CA Workplace: Hybrid of Field, Remote, Office Competitive Base | Uncapped Commissions | Bonuses | Benefits ...

$75 - $85/hr

The Client Relationship Manager partners closely with Loan Originators to support the origination process from lead through closing while delivering an exceptional borrower experience. This role ...

Client Relationship Manager (Outside B2B Sales) Sales Territory: Local radius to SLO Workplace: Hybrid of Field, Remote, Office Competitive Base | Uncapped Commissions | Bonuses | Benefits | Car ...

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Institutional Client Relationship Manager information

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 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 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.

What are popular job titles related to Institutional Client Relationship Manager jobs in California?

For Institutional Client Relationship Manager jobs in California, the most frequently searched job titles are:

What job categories do people searching Institutional Client Relationship Manager jobs in California look for?

The top searched job categories for Institutional Client Relationship Manager jobs in California are:

What cities in California are hiring for Institutional Client Relationship Manager jobs?

Cities in California with the most Institutional Client Relationship Manager job openings:

Infographic showing various Institutional Client Relationship Manager job openings in California as of August 2026, with employment types broken down into 85% Full Time, 14% Part Time, and 1% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution.

Client Relationship Manager

Zero Impact Energy Group

Huntington Beach, CA โ€ข On-site

$23 - $26/hr

Full-time

Medical, Dental, PTO

Re-posted 18 days ago


Key responsibilities

  • Communicate updates and expectations to clients throughout project lifecycle.

  • Track project completion and coordinate with internal teams to ensure successful installation.

  • Provide recommendations for upgrades, billing updates, and new site installations after project completion.


Job description

Benefits:
  • Health insurance
  • Paid time off
  • Training & development
  • Dental insurance

WHO WE ARE:
We are an end-to-end Renewable Energy provider. We offer products to commercial and enterprise clients in EV Charging solutions, Fleet Electrification, Solar Micro-grids, Energy storage, Hydroponic farming and Rain Water/Grey Water collection systems. We have been experiencing tremendous growth in all these areas and operate under several government rebate programs that ensure a steady and reliable flow of revenues. Our company handles the entire flow of providing these products and services beginning with Sales, Provisioning, Design and Engineering, Contracting and Construction, Servicing and Maintenance. If you are passionate about the EV industry and working with awesome teams in a fast-growing company, we want to speak with you! Join us in making a meaningful impact!
JOB SUMMARY:
This role is in-office, Monday - Friday, 8:30 AM to 5:00 PM in Costa Mesa, CA. We are on the lookout for highly motivated individuals with a background in sales or customer service, coupled with excellent communication and project management skills. As a Client Relationship Manager, your primary responsibility will be to communicate updates and expectations to clients. Collaborating closely with sales, EVSE technical support, and engineering teams, you will play a key role in tracking project completion and being the primary point of contact with our clients. Once the project is complete, you will ensure the installation remains successful by providing recommendations for upgrades, billing updates, etc. To further the business, you will also provide recommendations for charger upgrades and installations at new sites. This is an exceptional opportunity for individuals eager to immerse themselves in the EV charging and renewable energy industry.
ESSENTIAL FUNCTIONS:
  • Identify client needs and provide appropriate solutions.
  • Proactively provide regular project status updates, including construction-related updates.
  • Develop and maintain relationships with existing clients while building relationships with prospective clients.
  • Partner with the sales team to develop proposals for additional services and installations.
  • Analyze client feedback to identify trends and opportunities for improvement.
  • Respond to client inquiries and address concerns in a timely and professional manner.
  • Promptly escalate concerns to your supervisor and collaborate with other departments to resolve project issues.
  • Advocate on behalf of clients to ensure effective coordination between internal teams and external project stakeholders.
  • Schedule and facilitate regular client meetings, make time-sensitive phone calls, and provide email updates.
  • Guide clients through contracts, diagrams, documentation, and new procedures.
  • Following project completion, ensure successful installations by providing billing recommendations, conducting market research, and routing concerns to the appropriate departments.
  • Maintain a positive and professional attitude at all times.
  • Perform additional duties as assigned.

QUALIFICATIONS:
โ€ข Bachelor's degree in business administration, marketing or a related field
โ€ข 1-3 years experience in client service, sales, or a related field
โ€ข Demonstrates a keen business acumen, proficient in prioritization, and makes informed judgment calls when necessary
โ€ข Dedicated to achieving excellence - consistently performs duties at the highest level of performance.
โ€ข Strong written and verbal communication, coupled with strong organizational and interpersonal abilities.
โ€ข Proficient engaging effectively with individuals at all levels, including C-level executives.
โ€ข Shows professional and suitable demeanor when handling sensitive information.
โ€ข Collaborative and works effectively within a team environment.
โ€ข Exceptional multitasking and problem-solving skills.
โ€ข Comfortable reporting and presenting information.
โ€ข Experience with Microsoft Office Suite and CRM software.
โ€ข A track record of following through on commitments.
โ€ข Familiarity with the construction industry is a plus.
College Graduates are highly encouraged to apply!
Competencies:
โ€ข Proficient in engaging effectively with individuals at all levels, including C-level executives.
โ€ข Shows a professional and suitable demeanor when handling sensitive information.
Physical Requirements:
โ€ข Stand, walk, sit, talk, hear, type, and write.
โ€ข Reach with hands and arms, bend, stand on a stool, or climb, and use fingers and hands to feel objects, tools, or controls.
โ€ข Use standard office equipment such as computers, smartphones, printers, photocopiers, etc.
โ€ข Prolonged periods of sitting at a desk and working on a computer.
โ€ข Lift files and open desk drawers and filing cabinets.
Note: This job description is intended to provide a general overview of the position. It is not an exhaustive list of all responsibilities, duties, and skills required.
AAP/EEO Statement:
Zero Impact Solutions is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status or any other characteristic protected by federal, state, or local law, and will not be discriminated against on the basis of disability.
Job Type: Non-Exempt Hourly
Pay: $23.00 - $26.00
โ€ข The above represents the expected range for this job requisition. Ultimately, in determining your pay, we'll consider your experience and other job-related factors.
Schedule:
8-hour shift Mondays - Fridays
Ability to commute/relocate:
Costa Mesa, CA 92626: Reliably commute or planning to relocate before starting work (Required)
Compensation: $23.00 - $26.00 per hour
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Zero Impact Solutions (ZIS) is the execution arm of the Zero Impact Energy platform, focused on delivering EV charging and energy infrastructure projects across California and expanding nationally.
ZIS specializes in full lifecycle project delivery, with proven experience across design, permitting, construction, commissioning, and long-term service. Our team operates as a licensed C-10 electrical contractor with in-house crews and established relationships with utilities, AHJs, and key project stakeholders.
We focus on high-demand infrastructure supporting electrification, including:
  • EV charging infrastructure for commercial, fleet, and public deployments
  • Fleet electrification projects requiring scalable, multi-unit installations
  • Site design, power upgrades, and utility coordination
  • Construction, installation, and commissioning of charging systems
  • Ongoing maintenance, troubleshooting, and uptime support

As part of a vertically integrated platform, ZIS works closely with engineering, hardware, software, and operations teams to deliver projects efficiently and at scale. This structure allows us to move faster, reduce project risk, and maintain accountability across every phase of deployment.
We are actively delivering projects across California with the capability to support multi-site rollouts and complex infrastructure environments.
ZIS is built for execution. We are hiring individuals who understand how to deliver projects in the field, solve real constraints, and take ownership from planning through completion.