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Participant Relationship Manager Jobs (NOW HIRING)

corpay

Relationship Manager 1

Brentwood, TN · Remote

The Relationship Manager I is accountable for maintaining, growing, and increasing the ... participation, and solution positioning * Coordinating superior customer service delivery by ...

YMCA

Relationship Manager (Part-Time)

Rockford, IL · On-site

$15/hr

YOUR IMPACT The Relationship Manager upholds all YMCA safety and member service standards while ... Welcome members, guests, and participants while delivering exceptional service in person and over ...

Huntington

ABL Relationship Manager

Farmers Branch, TX · On-site +1

$93K - $208K/yr

The Asset Based Lending (ABL) Relationship Manager ensures loans are properly serviced, clients ... Handles a mix of primarily direct and agent deals with multiple bank participants which are larger ...

corpay

Relationship Manager 1

Brentwood, TN · Remote

The Relationship Manager I is accountable for maintaining, growing, and increasing the ... participation, and solution positioning * Coordinating superior customer service delivery by ...

Huntington

ABL Relationship Manager

Chicago, IL · On-site +1

$93K - $208K/yr

The Asset Based Lending (ABL) Relationship Manager ensures loans are properly serviced, clients ... Handles a mix of primarily direct and agent deals with multiple bank participants which are larger ...

TritonPoint Wealth LLC

Be Seen First

Relationship Manager - RIA

Chevy Chase, MD · On-site

$85K - $105K/yr

CAREER OPPORTUNITY Relationship Manager TritonPoint Wealth Chevy Chase, MD Full-Time · On-Site ... duties may entail participation in team projects and assisting with initiatives designed to ...

New

Wells Fargo

Associate Relationship Manager

Dublin, OH · On-site

Combination of formal training, on the job experience and professional support prepares participants for relationship management, sales or credit leadership roles within Commercial Banking. Learn ...

Huntington

ABL Relationship Manager

Chicago, IL · On-site +1

$93K - $208K/yr

The Asset Based Lending (ABL) Relationship Manager ensures loans are properly serviced, clients ... Handles a mix of primarily direct and agent deals with multiple bank participants which are larger ...

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Participant Relationship Manager information

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$28K

$80.7K

$140.5K

How much do participant relationship manager jobs pay per year?

As of Jun 10, 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.
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Participant Relationship Manager jobs near you
Relationship Manager III

Relationship Manager III

Wright-Patt Credit Union Inc.

Beavercreek, OH • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Wright-Patt Credit Union rating

5.8

Company rating: 5.8 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

Job description

The Relationship Manager III (RM3) is responsible for creating and servicing productive relationships with business owners resulting in active participation in the services of the credit union, specifically to include business loans and deposits, and other related business services.

1)      Works with member-owned businesses and business prospects throughout the communities that the credit union serves to provide new business loans, deposits, and related products and services resulting in the achievement of established annual goals. Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated. (40%)

2)      Manages and services an existing portfolio of business member relationships to include conducting annual reviews, processing annual renewals, responding to a variety of business member requests, and assessing ongoing credit quality. (20%)

3)      Analyzes and prepares documentation related to new business requests. Coordinates with internal credit union partners (support coordinators, underwriters, and treasury specialist) and external partners (title companies, attorneys, brokers/realtors) to efficiently book new business requests.  (15%)

4)      Provides member business services support and training to a group of assigned member centers to include making regular visits to the member centers, attending member center staff meetings as requested, and promptly responding and providing follow up to loan referrals. (10%)

5)      Identifies opportunities and assists in the cross-selling of other credit union products and services to member-owners/businesses and prospects. Facilitates introduction of member or prospect to the related credit union partner. (5%)

6)      Actively participates or volunteers on community events/organizations. (5%)

7)      Completes various administrative tasks as identified related to reports, training, and reviews in a timely manner. (5%)


Required Skills

The RM3 possesses the following knowledge and skills:

1)      A Bachelor’s Degree in Finance, Accounting or Business related field preferred.

2)      Minimum of 7 years of experience in a Business Lending (involving “relationship selling” and “cold calling”) environment; or a minimum of 7 years’ experience as a credit analyst and/or portfolio manager.

3)      At least 10 years of successful relationship building experience and a track record of effectively selling products in financial services setting,

4)      Demonstrated ability to build effective relationships with business owners and key executives.

5)      Demonstrated ability to build effective relationships with key internal partners to promote the entire Credit Union, while creating a better Member experience.

6)      Strong communication skills, both verbal and written, including ability to share negative information in a positive manner.

7)      Demonstrated ability to understand and analyze information in order to review credit packages, including working knowledge of income statements, balance sheets and other corporate documents.

8)      Proven ability to learn complex or sophisticated concepts and apply them appropriately is required.

9)      Demonstrated ability to learn and utilize the necessary software to complete job functions.

10)  Understanding the Credit Union movement, the “WPCU difference”, as well as knowledge of WPCU products and services and the ability to understand and effectively communicate these differences is preferred.

11)  Valid driver’s license and ability to operate a motor vehicle.


Required Experience

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