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Institutional Client Relationship Manager Jobs (NOW HIRING)

FlexTG

Client Relationship Manager

New York, NY · On-site

JOB SUMMARY The Client Relationship Manager, or CRM, is the primary relationship owner for an assigned portfolio of clients after implementation. The CRM is responsible for customer satisfaction ...

FlexTG

Client Relationship Manager

Cockeysville, MD · On-site

JOB SUMMARY The Client Relationship Manager, or CRM, is the primary relationship owner for an assigned portfolio of clients after implementation. The CRM is responsible for customer satisfaction ...

FlexTG

Client Relationship Manager

Baltimore, MD

JOB SUMMARY The Client Relationship Manager, or CRM, is the primary relationship owner for an assigned portfolio of clients after implementation. The CRM is responsible for customer satisfaction ...

FlexTG

Client Relationship Manager

Duluth, GA · On-site

FlexTG | Position Description CLIENT RELATIONSHIP MANAGER Modern Position Description Position Title Client Relationship Manager Department Sales / Client Account Management FLSA Status Exempt Travel ...

TecTammina

Client Relationship Manager

Jersey City, NJ · On-site

$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 ...

Alphabe Insight Inc

Client Relationship Manager

Modesto, CA · On-site

$59K - $67K/yr

You will be responsible for building strong client relationships, managing accounts, and coordinating with internal teams to achieve exceptional outcomes. Responsibilities * Serve as the main liaison ...

Mai Placement

Client Relationship Manager

Brooklyn, NY · On-site

$120K/yr

Client Relationship Manager Location: Brooklyn, NY (On-Site + Local Travel) Compensation: $120,000 Base + Performance Bonus Build Relationships. Retain Clients. Drive Growth. We're seeking a Client ...

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 ...

TrxNow®

Client Relationship Manager

Johnson City, TN

$20 - $25/hr

We are seeking a qualified Client Relationship Manager to help sustain partner relationships for long-term growth and revenue. The position is responsible for effectively handling day-to-day client ...

FlexTG

Client Relationship Manager

Atlanta, GA · On-site

FlexTG | Position Description CLIENT RELATIONSHIP MANAGER Modern Position Description Position Title Client Relationship Manager Department Sales / Client Account Management FLSA Status Exempt Travel ...

FlexTG

Client Relationship Manager

Baltimore, MD · On-site

FlexTG | Position Description CLIENT RELATIONSHIP MANAGER Modern Position Description Position Title Client Relationship Manager Department Sales / Client Account Management FLSA Status Exempt Travel ...

Alphabe Insight Inc

Client Relationship Manager

Miami, FL · On-site

$57K - $63K/yr

We are looking for a motivated and detail-oriented Client Relationship Manager to join our team in Miami, FL. This role is essential in nurturing our client relationships, understanding their needs ...

Farther

Client Relationship Manager

Greensboro, GA · On-site +1

The Role As the Client Relationship Manager, you're the centralized point of contact for clients and a key partner to the financial advisor. You'll ensure that every aspect of the client experience ...

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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 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.

More about Institutional Client Relationship Manager jobs

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Cities with the most Institutional Client Relationship Manager job openings:

What states have the most 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 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.

Client Relationship Manager

Sunrise Landscape

Pinellas Park, FL • On-site

Full-time

Re-posted 14 days ago

Job description

Sunrise Landscape, an established commercial landscape organization for more than 40 years, is excited by our vision to deliver excellent customer service in the areas of landscape design, installation and maintenance to our clients with the help of our 1,000+ employees. We are proud to have achieved the Lawn & Landscape Top 100 honor and are continuing to build a great place to work with a commitment to landscape and service excellence.
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 revenue through proactive service communication and enhancement sales. This role serves as the primary client contact and is accountable for ensuring all client activity, proposals, communication notes, and service requests are accurately tracked in Aspire, allowing for full transparency and operational alignment between sales, service, and production teams. The Client Relationship Manager will manage a book of business generally between $1.5-2M in annual revenue.
Key Responsibilities
Client Engagement & Retention
  • Serve as the strategic relationship owner for assigned accounts, acting as the visible face of the company and trusted client advisor.
  • Develop, build, nurture and maintain exceptional client relationships for a portfolio of commercial landscape clients, act as the primary relationship and escalation contact with client. The primary functions include relationship management, operational partnership and coordination, service readiness, proactive communication, and problem solving, both strategic/tactical.
  • Ensure a high level of client retention; addresses issues proactively and develops solutions to mitigate client retention risk. Monitor client trends to ensure renewal success.
  • Partner with Sales (Business Development Managers) to ensure successful turnover of client accounts with deep understanding of client expectations. Ensure expectations match operational delivery.
  • Create Executive Summaries outlining issues/problems and solutions, present findings and solutions to clients and leadership as applicable.
  • Lead interactions within Sunrise Landscape and with clients to arrive at expected service delivery outcomes while achieving a high level of "Client Delight".

Growth & Revenue Expansion
  • Identify enhancement and upsell opportunities during site reviews and document opportunities to create visibility in the enhancement pipeline.
  • Collaborate with operations to generate accurate enhancement proposals, ensuring clean pricing, approval capture, and margin visibility.
  • Monitor opportunity pipeline, proposal status, and close rates driving disciplined proposal follow-up and client engagement.

Operational Partnership & Quality Assurance
  • Partner closely with Operations Managers, Production Managers, Superintendents, and Crew Leads to align site priorities and ensure service consistency. This role does not lead operations crews.
  • Use Aspire work tickets and job notes to communicate client expectations and execution priorities to field teams.
  • Participate in production meetings to review upcoming work, client feedback, and enhancement schedules.

Qualifications
  • 5+ years of professional client service, account management, property management, or related B2B service industry experience.
  • Experience using Aspire or similar service management/CRM platforms to log communication, manage proposals, and track revenue pipeline is a plus.
  • Polished written, verbal, and interpersonal communication skills are critical to this position, as are a strong professional presence.
  • Must be a good listener and able to respond to clients in a professional manner.
  • Proven ability to grow accounts through relationship-based selling and disciplined follow-up.
  • Valid driver's license and ability to travel locally to client sites.

Core Competencies & Attributes
  • Relationship Builder - creates trust and credibility with clients through consistent, proactive communication.
  • Data-Driven & Aspire Fluent - uses Aspire as the system of record to track all account activity, proposals, notes, and performance metrics.
  • Growth Oriented - actively seeks enhancement opportunities and drives pipeline progression.
  • Operationally Connected - leverages detailed notes and ticketing to align operations with client expectations.
  • Financial Awareness - understands job costing and margin performance through reporting.
  • Professional Influence - leads client walkthroughs, business reviews, and proposal conversations with confidence.

To qualify as a Driver, in addition to the above, you must:
  • Possess a valid driver's license (must be issued from United States for at least 3 years).
  • Clean driving history for at least 3 years.
  • Pass a drug test.

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