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Institutional Client Relationship Manager Jobs (NOW HIRING)

Invesco

Client Relationship Manager

New York, NY · On-site

$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 ...

ChoiceOne Bank

Client Relationship Manager

Troy, MI · On-site

Client Relationship Manager Exempt - Grade Level 7 Equal Employment Opportunity Corporate Values & Mission "Provide superior service, quality advice and show our utmost respect to everyone we meet ...

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 ...

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 ...

Stifel

Client Relationship Manager

Pittsburgh, PA · On-site

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 ...

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 ...

ChoiceOne Bank

Client Relationship Manager

Troy, MI · On-site

Client Relationship Manager Exempt - Grade Level 7 Equal Employment Opportunity Corporate Values & Mission "Provide superior service, quality advice and show our utmost respect to everyone we meet ...

Apply Early

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

See salary details

$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

W3Global Inc.

Oklahoma City, OK • On-site

Full-time

Posted 5 days ago

Be an early applicant

Job description

Description

The Catering Client Relationship Manager is responsible for building, maintaining, and growing relationships with existing and prospective catering clients. This position is focused on generating new business, increasing repeat sales, and delivering exceptional customer service while working closely with the catering operations team to ensure flawless execution.

This is a full-time salaried position with performance-based bonus opportunities.


Schedule

  • Full-Time

  • Monday-Friday

  • 9:00 AM - 5:00 PM

  • Expected to answer only minimal phone calls emails outside normal business hours when necessary to ensure excellent customer service or support active events.

  • Weekends flexible with client needs or special events


Key Responsibilities


Sales & Business Development

  • Develop new catering business through cold calling, networking, referrals, and community outreach.

  • Build long-term relationships with local businesses, schools, churches, hospitals, event venues, and organizations.

  • Schedule client visits and presentations.

  • Identify opportunities for recurring catering accounts.

  • Ask every satisfied client for referrals.

  • Maintain an active pipeline of prospective customers.

  • Follow up on catering inquiries via phone, email, and online leads in a timely and professional manner

  • Guide clients through menu selection, event planning, and service options

  • Prepare and send catering proposals, contracts, and invoices

  • Collect deposits and ensure timely payment processing

  • Take and confirm catering orders, including menus, quantities, timing, delivery/service needs, and pricing

  • Accurately input orders and client details into the catering/order management system

  • Ensure all orders meet company standards, lead times, and operational requirements

  • Identify opportunities for upselling, add-ons, and enhancements

Client Relationship Management (Primary Focus)

  • Serve as the primary point of contact for assigned and repeat catering clients

  • Build and maintain strong, long-term relationships to drive repeat business

  • Proactively follow up on inquiries, quotes, past events, and warm leads

  • Maintain an active pipeline of current and returning clients

  • Follow up post-event to gather feedback, strengthen relationships, and secure future bookings

  • Conduct periodic client check-ins.

  • Resolve customer concerns professionally and quickly.

  • Ensure every client receives exceptional service from inquiry through event completion.

  • Generate repeat business through relationship building.

  • Support tastings, menu consultations, and client meetings as needed

Sales Support & Business Growth

  • Convert inbound leads into confirmed catering orders

  • Increase average order value through upselling

  • Proactively follow up with past clients, referrals, and warm leads to drive repeat and incremental business

  • Contribute to team-based sales goals and revenue targets

  • Collaborate with team members to support account growth opportunities

Marketing & Community Engagement

  • Attend networking events, chamber meetings, and community functions

  • Represent the company professionally in the community

  • Assist with promotional campaigns and seasonal catering initiatives

  • Collaborate with the marketing team on lead generation opportunities

Event Coordination & Execution Support

  • Coordinate event logistics including delivery schedules, staffing needs, and execution timelines

  • Communicate order details clearly with culinary, operations, and delivery teams

  • Ensure all event details are accurate and aligned across departments

  • Respond to last-minute changes or challenges with urgency and professionalism

  • Support event execution as needed to ensure client satisfaction and brand standards

Administrative & Reporting

  • Maintain accurate records of client interactions, sales activity, and order details

  • Respond to client inquiries promptly

  • Prepare catering proposals and estimates

  • Utilize CRM or ordering systems to track pipeline and client communication

  • Participate in weekly sales meetings, pipeline reviews, and reporting

  • Collaborate cross-functionally to ensure smooth event execution

  • Assist with account receivables when necessary.

  • Support forecasting and sales initiatives

What Success Looks Like

  • Meet or exceed periodic sales targets

  • Generate new business opportunities weekly

  • Strong repeat business and client retention

  • Grow average order size

  • Maintain timely communication with clients

  • Accurate, timely catering order entry and coordination

  • Smooth, well-executed events with minimal issues

  • Positive client feedback and ongoing relationships

  • Consistent contribution to team sales goals

  • Build and maintain a healthy sales pipeline

A successful Catering Client Relationship Manager consistently builds trust with clients, develops new business opportunities, strengthens existing relationships, exceeds sales goals, and works collaboratively with the catering team to deliver outstanding experiences that create loyal, repeat clients.


Why Join Us

  • Stable, onsite role with consistent schedule

  • Competitive salary with performance-based bonus opportunities

  • Strong pipeline of inbound leads (minimal cold prospecting)

  • Team-driven sales culture

  • Opportunity to grow within a growing catering organization

  • A role that blends relationship-building with execution excellence

Equal Opportunity Employer

We are an equal opportunity employer and consider all qualified applicants without regard to protected status. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.


Requirements

Requirements

Qualifications & Skills

  • 2+ years in catering, hospitality, sales, event coordination or account management preferred

  • Strong communication, customer service and relationship-building skills

  • Detail-oriented with a high level of accuracy in order entry and coordination

  • Self-motivated with a sales-driven mindset

  • Organized, detail oriented and able to manage multiple clients, orders, and priorities

  • Comfortable making outbound sales calls

  • Professional appearance and attitude

  • Proficient with Microsoft Office and CRM software

  • Comfortable working in a fast-paced, team-driven environment

  • Onsite role with consistent schedule, occasional evenings or weekends as needed

Physical Requirements

  • Prolonged periods of sitting and computer use

  • Occasional standing and walking to assist guests

  • Ability to lift up to 20 lbs as needed

  • Ability to operate standard office equipment

W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

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