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Investment Relationship Manager Jobs (NOW HIRING)

Empeople Credit Union

Relationship Manager

Fargo, ND · On-site

$49K - $74K/yr

... and investment relationships), Relationship Managers contribute to the credit union's revenue ... growth and long-term sustainability. Relationship Managers operate across various professional ...

Empeople Credit Union

Relationship Manager

Fargo, ND

$49K - $74K/yr

... and investment relationships), Relationship Managers contribute to the credit union's revenue ... growth and long-term sustainability. Relationship Managers operate across various professional ...

T Rowe Price

Relationship Manager

Baltimore, MD · Hybrid

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an ... The Corporate Relations Relationship Manager will support corporate access activity across T. Rowe ...

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Investment Relationship Manager information

See salary details

$28K

$80.7K

$140.5K

How much do investment relationship manager jobs pay per year?

As of Aug 19, 2026, the average yearly pay for investment 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 Investment Relationship Manager do?

An Investment Relationship Manager is responsible for managing and nurturing relationships with clients who invest in financial products and services. They provide personalized investment advice, help clients develop strategies to meet their financial goals, and serve as the main point of contact for any investment-related queries. Additionally, they keep clients informed about market trends, recommend suitable investment opportunities, and ensure that portfolios remain aligned with client objectives. Their role combines financial expertise with strong interpersonal skills to build long-term client trust.

What are the key skills and qualifications needed to thrive as an Investment Relationship Manager?

To thrive as an Investment Relationship Manager, you need a strong background in finance or economics, analytical abilities, and relevant experience, often supported by a bachelor's degree and FINRA or equivalent certifications. Familiarity with portfolio management software, CRM systems, and financial analysis tools is typically required. Exceptional interpersonal skills, client-centered communication, and problem-solving abilities help build lasting client relationships and trust. These competencies are essential for effectively managing client investments, ensuring regulatory compliance, and fostering business growth.

How does an Investment Relationship Manager typically collaborate with other departments within a financial institution?

Investment Relationship Managers work closely with teams such as portfolio management, compliance, research analysts, and client support to deliver comprehensive financial solutions. Regular collaboration ensures that client investment strategies are tailored, compliant, and aligned with current market trends. By maintaining strong interdepartmental communication, Relationship Managers can address client needs more efficiently, resolve issues proactively, and stay updated on new investment products or regulatory changes. This teamwork is essential for providing high-quality service and building long-term client trust.

What is the difference between Investment Relationship Manager vs Financial Advisor?

AspectInvestment Relationship ManagerFinancial Advisor
CredentialsCertifications like CFA, CFP often preferredCFP, ChFC, or similar certifications common
Work EnvironmentBanking or investment firms, client officesIndependent or firm-based, client meetings
Employer & IndustryFinancial institutions, investment firmsFinancial planning firms, banks, independent
Primary FocusManaging client investment portfolios and relationshipsProviding comprehensive financial planning and advice

The main difference is that Investment Relationship Managers focus on managing client investments and maintaining relationships within financial institutions, while Financial Advisors provide broader financial planning services. Both roles require relevant certifications and work in similar environments, but their core responsibilities differ.

Is being an investment relationship manager a stressful job?

Investment relationship managers often face stress due to managing client expectations, meeting sales targets, and handling complex financial information. The role requires strong communication skills, attention to detail, and the ability to work under pressure, especially during market fluctuations or client concerns.

What is an investment relationship manager?

An investment relationship manager is a financial professional who manages client portfolios, provides investment advice, and maintains strong relationships with clients to understand their financial goals. They often work in banks, asset management firms, or financial advisory companies, utilizing tools like CRM software and holding relevant certifications such as the CFA or CFP. Their role involves regular communication, portfolio monitoring, and ensuring client satisfaction with investment strategies.
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Investment Relationship Manager jobs near you
Infographic showing various Investment Relationship Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.

Relationship Manager

Empeople Credit Union

Fargo, ND • On-site

$49K - $74K/yr

Full-time

Re-posted 22 days ago

Job description

OVERVIEW
Relationship Managers employ their expertise in sales and relationship management to attract, retain, and cultivate enduring and loyal partnerships with members of Empeople Credit Union.
Relationship Managers are responsible for providing members with efficient, seamless experiences that meet high standards of service. Key responsibilities include lending, resolving member issues, and providing ongoing financial guidance. By enhancing brand visibility and progressing member engagement across our suite of financial services (e.g., loan and share products, ancillary products, mortgage products, and investment relationships), Relationship Managers contribute to the credit union's revenue growth and long-term sustainability.
Relationship Managers operate across various professional settings. While assigned to a specific facility, they focus on developing connections with influential stakeholders and enhancing member engagement metrics within their designated area. In more flexible environments, Relationship Managers may also provide support at in-facility locations as required.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Knowledge Of:
  • Empeople products and services including remote banking tools.
  • Consumer financial health needs.

Ability To:
  • Manage multiple responsibilities and adapt to changing priorities
  • Engage in roleplay scenarios and apply coaching/feedback
  • Apply mathematical concepts and analytical reasoning
  • Network and present to small and large groups
  • Operate sales and service software, including CRM systems
  • Explain the Empeople value proposition

ESSENTIAL FUNCTIONS
  • Member Portfolio Growth: Increase new member enrollments and achieve portfolio growth in loans, deposits, and share-of-wallet.
  • Member Satisfaction: Maintain member satisfaction scores in the 75th percentile or higher of industry standards, measured by transaction surveys.
  • Financial Empowerment: Provide ongoing financial guidance, support, and tailored solutions to help members overcome financial challenges and plan for the future. This includes onboarding and reboarding experiences for new and existing members.
  • Sales Performance: Meet assigned sales targets, including:
    • Active checking account growth
    • Services per household
    • Product penetration and cross-sales
    • Loan and deposit unit and volume goals
  • Revenue Generation: Conduct targeted call campaigns, fulfill lending requests, and lead members through our suite of services while improving their financial situations.
  • Networking: Engage internal and external business partners to develop a word-of-mouth referral network and leverage social media to expand sphere of influence.
  • Presentations: Deliver effective presentations to groups of members, prospects, and key contacts, both in person and virtually.
  • Problem Solving: Utilize problem-centric discovery techniques to identify member needs and act in their best interest. Own and resolve member issues with low-effort, high-impact solutions.
  • Office Management: As assigned, fulfill branch or office responsibilities, including asset management, record retention, cash management, inventory, daily reconciliations, and office security.
  • Compliance: Adhere to all applicable laws, regulations, policies, and procedures (e.g., Regulation CC, Bank Secrecy Act, OFAC, USA Patriot Act, CIP).
  • Professionalism: Maintain a professional workspace and appearance, prepared for face-to-face interactions during business hours.
  • Key Relationships: Cultivate and nurture relationships with key contacts in assigned facilities and geographic areas.
  • Continuous Improvement: Identify and recommend opportunities to improve employee and member experiences.

REQUIRED EDUCATION AND EXPERIENCE
Any equivalent combination of education and experience that provides the applicant with the knowledge, skills, and abilities, required to perform the job is acceptable. A typical way to obtain the knowledge and abilities would be:
Education/Experience:
  • Bachelor's degree (B.A.) from four-year college or university preferred or seven years of applicable and verifiable experience offering financial guidance and relationship building.
  • Proficiency with Office 365 software

License or Certification:
  • Bondable
  • Acceptable Credit History
  • Meet Safe Act Requirements for NMLS

Pay Range
USD $49,878.00 - USD $74,766.00 /Yr.
Empeople Credit Union is an EEO/Affirmative Action Employer
Empeople Credit Union is an EEO/Affirmative Action Employer.
EMPLOYMENT AT WILLEmpeople Credit Union employment is at will. Employees may resign from Empeople Credit Union as they choose. Similarly, Empeople Credit Union may terminate an employee at any time, with or without notice or cause. Nothing in this Handbook or any other manual or policy adopted by Empeople Credit Union in any way alters the at-will nature of employment at Empeople Credit Union. False statements or material omissions in the Application for Employment will be grounds for immediate termination.

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