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Institutional Client Relationship Manager Jobs (NOW HIRING)

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 · Hybrid

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 ...

Olsson

Client Relationship Manager

Lincoln, NE

The Client Relationship Manager (CRM) for the Federal Team is responsible for client management and growth strategy for a specific federal client or portfolio of federal clients. This role serves as ...

FusionTek

Client Relationship Manager

Tacoma, WA · Remote

$85K - $100K/yr

As we continue to expand our services, we are eager to find a Client Relationship Manager who embodies our core values: * Teamwork: We achieve our goals collaboratively. * Growth Mindset: We are ...

Invesco

Client Relationship Manager

Houston, TX · 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 ...

Stifel

Client Relationship Manager

Manhattan, NY · On-site

$71K - $106K/yr

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 ...

Sallie_mae

Client Relationship Manager

Sterling, VA · Hybrid

Ability to work effectively in a fast-paced, dynamic environment and manage multiple client accounts simultaneously. * Proficiency in using CRM software and other relevant tools for relationship ...

Vizient, Inc.

Client Relationship Manager

Irving, TX · On-site

$59K - $101K/yr

Manage a portfolio of assigned non-acute healthcare client accounts and serve as the primary relationship owner. * Develop and maintain strong relationships with client stakeholders to support ...

Stifel

Client Relationship Manager

Pittsburgh, PA

What You'll Be Doing 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 ...

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 ...

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Institutional Client Relationship Manager information

See salary details

$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
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 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

Alphabe Insight Inc

Miami, FL • On-site

$57K - $63K/yr

Full-time

Posted 28 days ago

Job description

Company Description
About Us
Captura Hall is a forward-thinking organization dedicated to delivering exceptional communication, branding, and client-focused solutions. We combine creativity with strategic insight to help our partners communicate with clarity, purpose, and impact. Our team thrives on innovation, precision, and a commitment to excellence-ensuring every project reflects the highest professional standards.
Job Description
Job Description
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, and ensuring they receive outstanding service at every step. The ideal candidate is someone who communicates with clarity, manages priorities effectively, and contributes to building strong, lasting partnerships.
Responsibilities
  • Serve as a primary point of contact for clients, ensuring timely and attentive communication.
  • Develop and maintain long-term client relationships through consistent follow-up and support.
  • Identify client needs and collaborate with internal teams to provide effective solutions.
  • Manage client accounts, track progress, and ensure all deliverables align with expectations.
  • Prepare and present reports, updates, and insights to support decision-making.
  • Proactively address concerns, resolve issues, and maintain a high level of client satisfaction.
  • Support continuous improvement by gathering feedback and identifying opportunities for refinement.

Qualifications
Qualifications
  • Strong communication and interpersonal skills.
  • Excellent organizational and time-management abilities.
  • Ability to understand client needs and propose tailored solutions.
  • Professional demeanor and a commitment to delivering high-quality service.
  • Problem-solving mindset with a focus on collaboration and client success.
  • Ability to work independently and handle multiple priorities effectively.

Additional Information
Benefits
  • Competitive salary ranging from $57,000 to $63,000 per year.
  • Opportunities for growth and long-term career development.
  • Supportive, professional, and collaborative work environment.
  • Skill-building and training opportunities to enhance your career.
  • Full-time position with stable, rewarding responsibilities.

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