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Institutional Client Relationship Manager Jobs (NOW HIRING)

NEXACC

Client Relationship Manager

Phoenix, AZ · Hybrid

$880 - $1.2K/wk

As a Client Relationship Manager, you will play a crucial role in maintaining and enhancing client satisfaction, fostering long-term relationships, and driving business growth. You will be involved ...

Sunrise Landscape

Client Relationship Manager

Tampa, FL · On-site

$80K - $85K/yr

Position Summary The Client Relationship Manager (CRM) is a strategic account leader responsible for building trusted partnerships with high-value clients, driving client retention, and growing ...

TecTammina

Client Relationship Manager

Jersey City, NJ

$100K - $130K/yr

Client Relationship Manager Industry IT Services Location: Jersey City, NJ, USA Salary range: US$100k-130k base + Commission. Our client is currently seeking an experienced, action oriented high ...

Reed Smith US

Client Relationship Manager

Atlanta, GA · On-site

Position summary The Client Relationship Manager is a client‑facing role supporting the development and advancement of the firm's strategically important client relationships. The role partners ...

Invesco

Client Relationship Manager

Atlanta, GA · Hybrid

$120K - $129K/yr

As a Client Relationship Manager (CRM) for the Retirement, Insurance, and Subadvisory channel, you will deliver high-quality client service across the full client lifecycle, with a focus on Defined ...

Clean Response Inc.

Client Relationship Manager

Eagan, MN · On-site

$90K - $110K/yr

Client Relationship Manager Sales / Business Development - Eagan, MN Clean Response is the Twin Cities' premier independently owned emergency water and fire restoration company, serving the ...

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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 Jul 7, 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.

More about Institutional Client Relationship Manager jobs
What cities are hiring for Institutional Client Relationship Manager jobs? Cities with the most Institutional Client Relationship Manager job openings:
What states have the most Institutional Client Relationship Manager jobs? States with the most job openings for Institutional Client Relationship Manager jobs include:
What job categories do people searching Institutional Client Relationship Manager jobs look for? The top searched job categories for Institutional Client Relationship Manager jobs are:
Institutional Client Relationship Manager jobs near you
Infographic showing various Institutional Client Relationship Manager job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 11% Part Time, and 5% Contract. Highlights an 76% Physical, 2% Hybrid, and 22% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.
Client Relationship Manager

Client Relationship Manager

Rockefeller Capital Management

Chicago, IL • On-site

$60K - $130K/yr

Full-time

Medical, Retirement, PTO

Posted 5 days ago

Job description

About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $221 billion in client assets as of May 31, 2026.
Position
An Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Relationship Manager. The Client Relationship Manager will work with our Rockefeller Global Family Office Team members and will interact directly with ultra-high-net-worth clients. This role involves understanding complex family dynamics and financial structures to deliver tailored strategies that protect wealth and assets across generations. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role. This role is designed for individuals who are interested in building a long term career within the Rockefeller Global Family Office and who aspire to develop into a client facing Advisor over time.
Responsibilities
  • Assisting senior advisors in preparing deliverables and participating in client meetings
  • Communicating with clients on both a scheduled and an ad hoc basis
  • Tracking client allocations and asset transfers in a software suite, while working closely with the Rockefeller Operations team
  • Ongoing coordination with clients' CPAs and attorneys regarding balance sheet management
  • Working closely with both the Alternative Investment and Liquid Markets teams to coordinate current client portfolio matters
  • Executing the daily client operational tasks including account opening documents, check requests, journals, wires, and other custodial responsibilities

Qualifications
  • 3-6 years of relevant advisory experience, working within a family office services group, in a client service is preferred
  • Bachelors degree, with a business/finance/accounting focus preferred
  • CFP, CPA preferred
  • Series 7 and 66 licenses required
  • Proficiency in Microsoft Office suite

Skills
  • Strong interpersonal, organizational, and client service skills
  • Ability to work well under pressure and handle multiple priorities while maintaining a positive and productive attitude
  • Demonstrated initiative and ability to work independently
  • Strong quantitative, qualitative, and technical skills
  • Ability to prioritize tasks and meet deadlines
  • Strong attention to detail and recognition of critical issues

Compensation Range
The anticipated base salary range for this role is $60,000 to $130,000. Base salary for the role will depend on several factors, including a candidate's qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for other variable compensation programs. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.
Disclosure
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

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