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Personal Relationship Manager Jobs (NOW HIRING)

Oxford Financial GRP

Relationship Manager

Chicago, IL · On-site

POSITION SUMMARY The Relationship Manager is responsible for delivering an exceptional client ... Demonstrated knowledge of personal financial planning concepts and broader industry expertise

Oxford Financial GRP

Relationship Manager

Atlanta, GA · On-site

POSITION SUMMARY The Relationship Manager is responsible for delivering an exceptional client ... Demonstrated knowledge of personal financial planning concepts and broader industry expertise

McGuire Sponsel

Relationship Manager

Dallas, TX · On-site

We're committed to personal growth, constructive feedback, and leading ourselves before leading ... Our Relationship Managers (RMs) are the face of McGuire Sponsel, who nurture these relationships ...

McGuire Sponsel

Relationship Manager

Gilbert, AZ · On-site

$80 - $100/hr

We're committed to personal growth, constructive feedback, and leading ourselves before leading ... Our Relationship Managers (RMs) are the face of McGuire Sponsel, who nurture these relationships ...

Triwill Group

$125 - $150/hr

About the Role We're looking for a Relationship Manager to work with some of the most exciting ... without losing personal touches. * Strong communication skills and responsiveness across Slack ...

Ion Bank

Relationship Manager

Meriden, CT · On-site

$66K - $96K/yr

... personal expansion. Not only does Ion prioritize its internal team but additionally values the ... As a Relationship Manager, you are responsible for: Provide leadership and management to branch ...

ION Financial MHC INC

Relationship Manager

Meriden, CT · On-site

... personal expansion. Not only does Ion prioritize its internal team but additionally values the ... As a Relationship Manager, you are responsible for: Provide leadership and management to branch ...

Ion Bank

Relationship Manager

Meriden, CT · On-site

$31.85 - $46.19/hr

... personal expansion. Not only does Ion prioritize its internal team but additionally values the ... As a Relationship Manager, you are responsible for: Provide leadership and management to branch ...

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Personal Relationship Manager information

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$80.7K

$140.5K

How much do personal relationship manager jobs pay per year?

As of Sep 9, 2026, the average yearly pay for personal 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 is a personal relationship manager?

A Personal Relationship Manager is a professional who builds and maintains strong relationships with clients, often in the banking, finance, or service industries. Their main role is to understand each client's needs, offer personalized solutions, and ensure high levels of customer satisfaction. They act as a point of contact for clients, provide financial or service advice, and help resolve any issues that may arise. By doing so, they aim to foster loyalty and long-term engagement between the client and the organization.

How does a personal relationship manager typically collaborate with other departments to enhance client satisfaction?

Personal Relationship Managers work closely with teams such as sales, customer service, and product specialists to provide comprehensive solutions for clients. They frequently coordinate with these departments to resolve client issues, offer tailored recommendations, and ensure smooth service delivery. This collaboration helps them stay informed about new products or services, enabling them to proactively address client needs and strengthen long-term relationships. Open communication and teamwork are essential, as the role often acts as a bridge between clients and internal teams.

What are the key skills and qualifications needed to thrive as a personal relationship manager, and why are they important?

To thrive as a Personal Relationship Manager, you need strong interpersonal skills, a background in finance or sales, and typically a bachelor’s degree in business, finance, or a related field. Familiarity with customer relationship management (CRM) software, banking systems, and industry certifications like AMFI or IRDA can be crucial. Exceptional communication, problem-solving, and trust-building abilities help you foster long-term client relationships. These skills ensure you can effectively manage client portfolios, address their needs, and drive business growth.

What is the difference between Personal Relationship Manager vs Client Services Associate?

AspectPersonal Relationship ManagerClient Services Associate
CredentialsRelevant certifications, experience in client managementCustomer service training, basic industry knowledge
Work EnvironmentHigh-end client settings, financial or luxury sectorsOffice, call centers, client support teams
Employer & IndustryBanks, wealth management firms, luxury brandsFinancial institutions, service providers
Search & Comparison IntentUnderstanding client relationship roles, career pathsCustomer support roles, entry-level client interaction

Personal Relationship Managers focus on building long-term relationships with high-net-worth clients, providing personalized services. Client Services Associates handle day-to-day client inquiries and support, often in a more transactional capacity. Both roles require strong communication skills, but the Relationship Manager role involves deeper client engagement and strategic planning.

Is being a personal relationship manager a stressful job?

Being a personal relationship manager can be stressful due to the need to handle client expectations, maintain confidentiality, and manage multiple relationships simultaneously. The role often requires strong communication skills, emotional intelligence, and the ability to work under pressure, especially in high-stakes or sensitive situations.

What cities are hiring for Personal Relationship Manager jobs?

Cities with the most Personal Relationship Manager job openings:

What states have the most Personal Relationship Manager jobs?

States with the most job openings for Personal Relationship Manager jobs include:

What are popular job titles related to Personal Relationship Manager jobs?

For Personal Relationship Manager jobs, the most frequently searched job titles are:

Personal Relationship Manager jobs near you
Infographic showing various Personal 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 80% Physical, 2% Hybrid, and 18% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.

Relationship Manager

Riverside, CA • On-site

Columbia Banking System, Inc.
See more jobs at Columbia Banking System, Inc.external

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 days ago

Job description

About the Role:
Serves as the key banking relationship manager for assigned middle market client relationships. Accountable for prospecting new business and working with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor" role, engaging in dialogue with Executive-level client contacts to assess holistic banking needs and to provide customized banking insights and solutions. Drives financial performance through profitable revenue and growth and quality credit. At this level, the relationship manager generally supports a portfolio of middle market clients with $50MM+ in annual revenue. These client relationships are generally the largest and most complex in the market's portfolio.
  • Serves as the trusted advisor to clients, functions as the Middle Market client "expert" and the go-to-person providing differentiating consult, ideas, and options for the largest and most complex clients. Champions and leads business development efforts by developing a clear and holistic understanding of the client's or prospect's business and industry. Performs client reviews to ensure the bank provides relevant solutions as clients grow and adapt.
  • Develops and maximizes established referral network. Proactively prospects for new clients and identifies ways to expand existing relationships in collaboration with Client Solutions Manager and internal partners. Identifies opportunities and partners to structure, coordinate and sponsor credit and non-credit solutions.
  • In partnership with the Client Solutions Manager, assembles and leads cross-functional team to quickly respond to customer request and identified needs. Utilizes team of experts to creatively present the full breadth of the bank.
  • Maintains active prospecting effort, including identification, qualification and calling. Consistently balances prospecting efforts and quality client maintenance responsibilities.
  • Makes decisions on loans and terms within established lending limits. Analyzes credit to determine the ability of customers and prospective customers to qualify for ensuing borrowing requirements.
  • Follows-up on current loans to ensure compliance with internal procedures and other required terms.
  • Studies middle market industrial, economic and financial situations relating to new or existing business as part of prudent business development and portfolio management disciplines.
  • Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
  • Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
  • Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
  • May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
  • Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
  • Takes personal initiative and is a positive example for others to emulate.
  • Embraces our vision to become "Business Bank of Choice"
  • May perform other duties as assigned.

About You:
Education
Experience
  • More than 10 years - of relevant Middle Market lending experience and proven track record of exceeding performance in developing business in the Middle Market segment and industry (Required)
  • 4-7 years - of high performance experience serving commercial clients with $25MM+ annual revenue (Preferred)

Skills
  • Proven track record of success in developing new business, growing market share and establishing/growing a quality supportive network.
  • Experience working in relationship management teams with a proven understanding of the importance of balancing business development and asset quality. Proven ability to constructively work within (lead) a team in effort to deliver holistic, customized banking relationships.
  • Expert credit acumen (accounting, financial statement, understanding business and understanding of operational cash flow) with the ability to support the most complex deals. Working knowledge of the bank's systems and policies applicable to underwriting and portfolio management.
  • Thorough knowledge of bank's risk-rating system, credit products and underwriting policies. Exceptional working knowledge with structuring credit products to middle market business in diverse industries with complex ownership structures.
  • Excellent relationship management and business development abilities, analytical and problem solving skills, sales skills, and credit and credit quality skills.
  • Confirmed superior client relationship and internal partnering skills. Ability to work effectively with individuals and groups across the company to manage customer relationships.
  • Demonstrates excellent written and verbal communication and presentation skills.
  • Possesses strong computer skills including use of the Microsoft Office suite with the ability to learn new business software, as needed.
  • Ability to train and present to small and large audiences.
  • Superior technical credit expertise. Readily mentors others to grow their skillsets in this space.
  • Ability to negotiate/collaborate with Senior Credit Officers on credit terms and structures.
  • Experience with syndications, asset-based lending, capital structure finance, leveraged lending, enterprise value lending, and trade finance.
  • Experience with underwriting and/or managing Shared National Credits (SNC).

Travel Requirements
  • Frequent

The pay range for this role is $120,000.00 to $200,000.00.
The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.
Primary Location: Ability to work fully onsite at posted location(s).
3403 Tenth Street Suite 830 Riverside CA 92501
Our Benefits:
We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com.
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

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