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Institutional Client Relationship Manager Jobs in Utah

Ernest

Client Relationship Manager

Salt Lake City, UT · On-site

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

Ernest

Client Relationship Manager

Salt Lake City, UT · On-site

Client Relationship Manager (Outside B2B Sales) Sales Territory: Local radius to SLC, UT 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.

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

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

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

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

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

Institutional Client Relationship Manager jobs near you
Infographic showing various Institutional Client Relationship Manager job openings in Utah as of August 2026, with employment types broken down into 86% Full Time, 13% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution.

Client Relationship Manager

Ernest

Salt Lake City, UT • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 24 days ago

Job description

Client Relationship Manager (Outside B2B Sales)
Sales Territory: Local radius to SLC, UT
Workplace: Hybrid of Field, Remote, Office
Competitive Base | Uncapped Commissions | Bonuses | Benefits | Car Allowance
The Culture Sets the Vibe
At Ernest, we don't just build careers, we build community. Our culture is rooted in putting our people first, always. We believe in celebrating wins big and small, sharing meals, enjoying the journey together, and showing real appreciation for the individuals who make our company great. When you join Ernest, you become part of something bigger: a connected culture where you're valued, supported, and empowered to thrive. This isn't just a place to work, it's a second home, a second family, our Ernest family.
Ready to build something that's yours, forever?
At Ernest, we don't just sell packaging, we build partnerships. We're looking for a Territory Sales Representative who thrives in the field, loves the chase, and builds lasting relationships that pay off (literally).
This is outside sales with serious upside. You'll prospect, pitch, and open new accounts-and then own and grow them. You'll keep earning residual income from every account you bring in. That's right, forever.
What You'll Do
  • Engage potential clients through proactive, in-person outreach and meaningful relationship-building within your territory
  • Develop a book of business through new client acquisition
  • Manage and grow the accounts you open-these are yours to keep
  • Offer solutions with our products in packaging, automation, janitorial, safety, and beyond
  • Represent the Ernest brand with professionalism and personality

What You'll Get
  • Uncapped earnings: Base salary + 15% commission + bonuses + car allowance
  • Residual income from your accounts (even years down the line). High impact, high reward. $200k-$400k isn't a stretch, it's the standard for our best.
  • Benefits: Medical, dental, vision, 401(k), PTO
  • Culture that clicks: Fun, supportive, driven, we root for each other
  • Legacy with lift: 75+ years of innovation, and we're still growing

What We're Looking For
  • Passion for sales and relationship-building
  • Previous experience in outside sales is required
  • Hunter mentality with a knack for face-to-face engagement
  • Resilience, positivity, and an entrepreneurial gritty spirit

We're not your typical company, and we don't want typical salespeople. We want someone bold, curious, driven, and ready to grow something extraordinary.If this is you, let's do this. Unbox your potential by moving packaging forward-with Ernest.
Wanna see what makes us Ernest? Hit play on our latest videos:
Newest Company Video with Keanu Reeves!
Watch us make a cardboard skateboard with Tony Hawk!
Ernest is a nationwide company, but did you know that our humble roots started in a Los Angeles garage? Brothers Ernie and Charles Wilson founded the company in 1946 with a dedication to customized service. Even after decades of delivering great packaging to our customers, that commitment has never changed. We always find the best solution to fit our customers' needs, even if we have to invent it!

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