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Institutional Client Relationship Manager Jobs (NOW HIRING)

Invesco

Client Relationship Manager

Denver, CO · 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 ...

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 ...

One, Inc.

Client Relationship Manager

Client Relationship Manager Reporting to: SVP Client Success Department: Sales, Client Success Overview:The role of the Client Relationship Manager owns the retention, client health, and revenue ...

Raymondjames

Client Relationship Manager

Clearwater, FL · On-site

Proactively manage and deepen relationships with assigned clients, ensuring timely and effective communication and service. * Be the main point of contact for all non-transactional client needs and ...

Stifel

Client Relationship Manager

Pittsburgh, PA

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 ...

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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 Jun 9, 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
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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 May 2026, with employment types broken down into 38% Full Time, 54% Part Time, and 8% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.
Client Relationship Manager

Client Relationship Manager

TITAN Environmental Solutions, Inc.

Los Angeles, CA • On-site

$60K - $100K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 17 days ago

Job description

TITAN Environmental Solutions is hiring a Client Relationship Manager to manage and strengthen relationships with our established client base. The Client Relationship Manager (CRM) is responsible for maintaining, nurturing, and strengthening relationships with existing and assigned clients to ensure satisfaction, retention, and long-term loyalty. This role focuses on proactive client engagement, thoughtful planning of visit schedules, and efficient time management to optimize responsiveness and service quality. The CRM plays a key role in reinforcing the company’s brand identity and supports marketing and networking efforts by participating in and assisting with events that promote visibility and relationship-building. This role supports the Account Executive by managing ongoing client relationships, allowing the Account Executive to focus on securing new business opportunities. This position and its responsibilities are subject to change as the organization restructures and assigns new roles.

Salary - $60,000 - 100,000 + Commission

Requirements

  • Proven experience in client relationship management, account management, or a similar role, with the ability to build and maintain long-term professional relationships
  • Strong organizational and time-management skills, including the ability to plan efficient routes, manage visit schedules, and meet daily activity and reporting expectations
  • Excellent verbal and written communication skills, with the ability to build rapport, address concerns, and communicate clearly and professionally
  • Proficiency in CRM systems such as Zoho to document interactions, maintain accurate client records, and generate reports
  • Strong analytical skills to gather client feedback, identify trends, and recommend improvements or solutions
  • Effective problem-solving skills with the ability to address client challenges and enhance overall satisfaction and retention
  • Collaborative mindset with the ability to work closely with Account Executives, Team Leads, operations, and other team members
  • Proactive, adaptable, and self-motivated, with the ability to manage changing priorities and deliver consistent results
  • Familiarity with industries such as restoration, property management, construction, or related fields is preferred
  • Highly preferred: industry experience in the environmental sector, with a demonstrated ability to build and maintain strong relationships within the industry

Benefits

Eligible employees receive paid holidays, paid vacation, and access to group health, dental, and vision insurance, as well as a 401(k) retirement savings plan, plus any applicable state mandated insurance benefits. Holiday and vacation eligibility, accrual, and scheduling follow company policy and plan documents.