ZipRecruiter

Log In

1

Participant Relationship Manager Jobs (NOW HIRING)

Chandler Asset Management

Relationship Manager

Denver, CO · On-site

$110K - $150K/yr

The Relationship Manager is responsible for fostering both new and existing client relationships ... This role involves a blend of strategy and action, including active participation in conferences ...

Chandler Asset Management

Relationship Manager

Denver, CO · On-site

$110K - $150K/yr

The Relationship Manager is responsible for fostering both new and existing client relationships ... This role involves a blend of strategy and action, including active participation in conferences ...

Chandler Asset Management

Relationship Manager

Denver, CO · On-site

$110K - $150K/yr

The Relationship Manager is responsible for fostering both new and existing client relationships ... This role involves a blend of strategy and action, including active participation in conferences ...

MTC Holding Corporation

Relationship Manager

Shelton, CT · On-site

$100K - $169K/yr

We offer the opportunity to join a fast-growing business unit, competitive salary, incentives, participation in a bonus pool and an outstanding benefits package. : The Relationship Manager is ...

MTC Holding Corporation

Relationship Manager

Shelton, CT · On-site

$100K - $169K/yr

We offer the opportunity to join a fast-growing business unit, competitive salary, incentives, participation in a bonus pool and an outstanding benefits package. The Relationship Manager is ...

Morton Wealth

Relationship Manager

Calabasas, CA · On-site

This Relationship Manager role is a designed pathway for experienced professionals who are ... Revenue participation aligned with advisor roles over time The Developmental Path (High Level)

Beacon Pointe Advisors LLC

Relationship Manager

Amherst, MA · Hybrid

$60K - $85K/yr

The Relationship Manager will join a highly talented team of wealth management and client service ... Additional duties may entail participation in team projects and assisting with initiatives designed ...

WorldStrides

Relationship Manager

Austin, TX · On-site

The Relationship Manager (RM), K-12 District Relations is responsible for developing, expanding ... Support efforts to maximize participation and program size by engaging in on-campus and off-campus ...

Neuberger Berman

Relationship Manager

New York, NY

$150K - $225K/yr

The SRM will manage high net worth client relationships across all products and services, focusing ... Organize and lead active participation in client events and other opportunities to provide ...

Beacon Pointe Advisors LLC

Relationship Manager

Dallas, TX · On-site

$75K - $85K/yr

The Relationship Manager will join a highly talented team of wealth management and client service ... Additional duties may entail participation in team projects and assisting with initiatives designed ...

CalPrivate Bank

Relationship Manager

Beverly Hills, CA · On-site

$128K - $161K/yr

... active participation in business initiatives, promoting a relationship-centric culture and ... management, and sales. * Ability to effectively sell bank products and services. Possesses ...

CalPrivate Bank

Relationship Manager

El Segundo, CA · On-site

$125K - $165K/yr

... active participation in business initiatives, promoting a relationship-centric culture and ... management, and sales. * Ability to effectively sell bank products and services. Possesses ...

CalPrivate Bank

Relationship Manager

San Diego, CA · On-site

$127K - $154K/yr

... active participation in business initiatives, promoting a relationship-centric culture and ... management, and sales. * Ability to effectively sell bank products and services. Possesses ...

CalPrivate Bank

Relationship Manager

Newport Beach, CA · On-site

$128K - $161K/yr

... active participation in business initiatives, promoting a relationship-centric culture and ... management, and sales. * Ability to effectively sell bank products and services. Possesses ...

Nb

Relationship Manager

New York, NY · On-site

$150K - $225K/yr

The SRM will manage high net worth client relationships across all products and services, focusing ... Organize and lead active participation in client events and other opportunities to provide ...

next page

Showing results 1-20

All JobsParticipant Relationship JobsParticipant Relationship Manager Jobs

Participant Relationship Manager information

See salary details

$28K

$80.7K

$140.5K

How much do participant relationship manager jobs pay per year?

As of Jun 9, 2026, the average yearly pay for participant 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.

How does a Participant Relationship Manager typically collaborate with other departments to ensure a positive participant experience?

As a Participant Relationship Manager, you'll work closely with various internal teams such as operations, client services, and compliance to address participant inquiries and resolve issues efficiently. Regular communication with these departments ensures you have up-to-date information and resources to support participants effectively. This collaborative approach also helps identify and implement process improvements, enhancing overall service quality. Building strong cross-functional relationships is key to delivering a seamless participant experience and achieving organizational goals.

What are the key skills and qualifications needed to thrive as a Participant Relationship Manager, and why are they important?

To excel as a Participant Relationship Manager, you need expertise in customer service, strong organizational skills, and a background in business or finance, often supported by a bachelor's degree. Familiarity with CRM systems, retirement plan platforms, and proficiency in Microsoft Office Suite are commonly required. Exceptional interpersonal skills, problem-solving abilities, and effective communication set top performers apart in this role. These competencies are crucial for building lasting client relationships, resolving participant issues efficiently, and ensuring a positive client experience.

What is a Participant Relationship Manager?

A Participant Relationship Manager is a professional who acts as the primary point of contact for participants in retirement plans, employee benefits programs, or other group-based financial products. Their main role is to manage and enhance participant experiences by providing guidance, answering questions, and ensuring smooth communication between participants and the organization. They help educate participants about plan features, assist with enrollment or account changes, and resolve any issues that may arise. Effective Participant Relationship Managers are knowledgeable about plan details, compliance requirements, and customer service best practices.
More about Participant Relationship Manager jobs
What cities are hiring for Participant Relationship Manager jobs? Cities with the most Participant Relationship Manager job openings:
What states have the most Participant Relationship Manager jobs? States with the most job openings for Participant Relationship Manager jobs include:
What job categories do people searching Participant Relationship Manager jobs look for? The top searched job categories for Participant Relationship Manager jobs are:
Participant Relationship Manager jobs near you
Infographic showing various Participant Relationship Manager job openings in the United States as of May 2026, with employment types broken down into 84% Full Time, 15% 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.
Relationship Manager

Relationship Manager

Chandler Asset Management

Clearwater, FL • On-site

$110K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago

Job description

Job Type
Full-time
Description
Who are we?
We're Chandler Asset Management, an employee-owned and independent financial services company; our concentration centers on managing taxable fixed income portfolios that are aligned with our institutional clients' needs. We manage over $45 billion in assets and believe in the philosophy of creating value and managing risk with active management, using robust quantitative analysis and qualitative insights.
What do we value?
Great People with Great Values . Integrity, service, excellence, education and teamwork are the values that define the culture at Chandler Asset Management.
In addition to our core values, our culture is defined by 27 fundamental behaviors that describe our culture, set us apart and drive our success. From the beginning, we've always wanted to deliver total piece of mind through extraordinary performance. We believe our extraordinary performance and culture are driven by our dedicated and committed people.
What's the job all about?
The Relationship Manager is responsible for fostering both new and existing client relationships. This role involves a blend of strategy and action, including active participation in conferences, delivering persuasive presentations, and providing insightful inputs on proposals. The position calls for a proactive approach to identifying and tracking sales opportunities within Salesforce, and playing a pivotal role in business development efforts. The Relationship Manager will set and pursue objectives for specific territories, offer constructive feedback to peers, and adeptly handle objections in a professional manner. This role effectively manages client expectations and navigates through complex client situations with tact and diplomacy.
The essential functions of the role include, but are not limited to the following:
  • Conduct regular, thorough reviews of company strategies, review fact sheets and changes to maintain a deep understanding of business goals.
  • Build and maintain strong relationships with clients and prospects, understanding their needs, and fostering trust and reliability.
  • Develop strategic relationships with key decision-makers in client organizations to effectively align company offerings with client needs.
  • Represent the company at industry events, enhancing visibility and establishing new industry connections.
  • Identify and accurately record new business opportunities in Salesforce, ensuring regular updates to reflect developments.
  • Educate clients about the company's products and services, enabling informed decision-making.
  • Prepare and deliver engaging presentations to clients, demonstrating the company's capabilities and relevance to client objectives.
  • Collaborate on Requests for Proposals and business development initiatives, contributing to the company's competitive positioning and growth.
  • Set and adjust clear, measurable goals for territories and product lines, aligning with market trends and company objectives.
  • Coach and mentor team members, enhancing their performance and professional development, while customizing selling techniques to meet unique client needs.

Requirements
This Team Member will have:
Education: Bachelor's Degree in Business Administration, Finance, or a related field is required. Series 63 & Series 7 certification is strongly preferred.
Industry Experience: Minimum of 6 years' experience in the industry, with a proven track record in managing client relationships. Prior experience in a client-facing role within financial services or a related industry is highly beneficial.
Technical Proficiency: Proficiency with CRM software, particularly Salesforce and Microsoft Office.
Travel: Willingness to travel up to 30% of the time. Ability to spend 50% of the time outside the office for meetings and events.
Communication Skills: Must possess excellent verbal, written, and presentation skills. Should have the ability to tailor communication effectively to different audiences.
Problem-solving: Should have the ability to professionally and diplomatically overcome objections. Demonstrated success in managing challenging client situations is required.
Additional Skills: Strong analytical and strategic thinking skills. Ability to work independently and as part of a team. Strong organizational and time management skills.
What we can offer you!
Medical, Dental, Vision, HSA & FSA
Life & AD&D
Short-Term & Long-Term Disability
Accident & Critical Illness
Employee Assistance Program
Employee 401(k) Plan
ESOP
Employee Discounts
Paid Time Off
Paid Holidays
Fun Company Events
Ready to join our team?!
Please note before submitting an application: as a company, we take hiring very seriously. Although we are unable to follow-up with each and every applicant, we do our best to run a thorough process for candidates with whom we identify a potential fit. Chandler Asset Management provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, religion, color, sex, gender, sexual orientation, pregnancy, age, national origin, ancestry, physical/mental disability, medical condition, military/veteran status, genetic information, marital status, ethnicity, alienage or any other protected classification, in accordance with applicable federal, state, and local laws. Those applicants requiring accommodation to complete the application and/or interview process should contact a management representative.
Salary Description
$110,000 - $150,000 plus bonus
Salary Description
$110,000 - $150,000 plus bonus

Apply