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Preferred Relationship Manager Jobs (NOW HIRING)

Chandler Asset Management

Relationship Manager

Denver, CO · On-site

$110K - $150K/yr

Series 65 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 ...

Chandler Asset Management

Relationship Manager

Denver, CO · On-site

$110K - $150K/yr

Series 65 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 ...

Chandler Asset Management

Relationship Manager

Denver, CO · On-site

$110K - $150K/yr

Series 65 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 ...

FirstBank

Relationship Manager

Linden, TN

The Relationship Manager (RM) generates and manages consumer, Corporate & Industrial (C&I) and ... Bachelor's degree preferred Experience * Minimum of five years of specific banking or business ...

MRISpokane

Relationship Manager

Irvine, CA

Prefer administrative or credit leadership over relationship management * Are seeking a maintenance role rather than growth opportunity * Are nearing retirement and looking to wind down production ...

YMCA

Relationship Manager

Tacoma, WA · On-site

$23.70 - $28.20/hr

As the Relationship Manager, you will play a key role on the Business Development Team, helping ... Proficient in the use of Salesforce, Microsoft Office, Teams, Zoom, etc (preferred). * Ability to ...

NCMIC

Relationship Manager

Clive, IA

Associate or Bachelor's degree preferred but not required. * Experience: Experience as a relationship manager, customer service, or a similar role. Understanding of sales processes and ability to ...

FirstBank

Relationship Manager

Jefferson City, TN · On-site

The Relationship Manager (RM) generates and manages consumer, Corporate & Industrial (C&I) and ... Bachelor's degree preferred Experience * Minimum of five years of specific banking or business ...

Manning & Napier

RELATIONSHIP MANAGER

Columbus, OH · On-site

$60K - $85K/yr

Prior direct client relationship or sales experience preferred * Series 7 and 66 required, or ... Manage multiple priorities simultaneously, maintaining accuracy and close attention to detail. * A ...

Team Select Home Care

Relationship Manager

Wheaton, IL · On-site

The Relationship Manager (RM) is responsible for the operational oversight of an assigned client ... Bachelor's degree in Business preferred. * Minimum one year of management experience in healthcare; ...

Team Select Home Care

Relationship Manager

Salem, NH · On-site

The Relationship Manager (RM) is responsible for the operational oversight of an assigned client ... Bachelor's degree in Business preferred. * Minimum one year of management experience in healthcare; ...

FirstBank

Relationship Manager

Linden, TN · On-site

The Relationship Manager (RM) generates and manages consumer, Corporate & Industrial (C&I) and ... Bachelor's degree preferred Experience * Minimum of five years of specific banking or business ...

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Preferred Relationship Manager information

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$28K

$80.7K

$140.5K

How much do preferred relationship manager jobs pay per year?

As of Jul 24, 2026, the average yearly pay for preferred 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 Preferred Relationship Manager?

A Preferred Relationship Manager is a banking professional who provides personalized financial services and advice to high-net-worth or preferred clients. They help clients manage their banking, investment, and credit needs, often acting as the main point of contact for financial solutions. Their goal is to build long-term relationships by understanding clients’ financial goals and offering tailored products and services. Preferred Relationship Managers typically work for banks or financial institutions and may also assist with wealth management, insurance, and estate planning.

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

To thrive as a Preferred Relationship Manager, you need strong financial acumen, sales expertise, and a degree in finance, business, or a related field, often supported by relevant banking certifications. Familiarity with CRM systems, investment platforms, and digital banking tools is typically required. Exceptional interpersonal skills, proactive problem-solving, and the ability to build trust with clients help set top performers apart. These skills are crucial for effectively managing client portfolios, identifying financial solutions, and fostering long-term customer loyalty in a competitive banking environment.

What is the difference between Preferred Relationship Manager vs Relationship Officer?

AspectPreferred Relationship ManagerRelationship Officer
CredentialsRelevant banking certifications, customer relationship management skillsBasic banking knowledge, customer service skills
Work EnvironmentHigh-net-worth client interactions, personalized serviceBranch or bank floor, retail banking environment
Employer & IndustryPrivate banks, wealth management firmsCommercial banks, retail banking
Search & Comparison IntentUnderstanding roles in wealth management, client relationshipEntry-level banking roles, customer service

The Preferred Relationship Manager typically handles high-net-worth clients, providing personalized financial services, while the Relationship Officer focuses on retail banking customers with standard banking needs. Both roles require customer relationship skills, but the Preferred Relationship Manager often has more specialized credentials and works with a more affluent clientele.

How does a Preferred Relationship Manager typically collaborate with other departments to serve clients effectively?

Preferred Relationship Managers frequently work closely with departments such as investment advisory, credit, and operations to deliver comprehensive financial solutions tailored to clients’ needs. They coordinate with product specialists to offer customized wealth management options and with compliance teams to ensure regulatory standards are met. Regular communication and collaboration help ensure a seamless client experience and enable Preferred Relationship Managers to address complex financial queries or cross-sell relevant services efficiently.
What cities are hiring for Preferred Relationship Manager jobs? Cities with the most Preferred Relationship Manager job openings:
What states have the most Preferred Relationship Manager jobs? States with the most job openings for Preferred Relationship Manager jobs include:
What job categories do people searching Preferred Relationship Manager jobs look for? The top searched job categories for Preferred Relationship Manager jobs are:
Preferred Relationship Manager jobs near you
Infographic showing various Preferred Relationship Manager job openings in the United States as of July 2026, with employment types broken down into 86% Full Time, 13% 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

Apollon Wealth Management

Columbus, OH • On-site

Full-time

Posted 2 days ago

Job description


Relationship Manager
Reports to: Wealth Management Advisor  
Status: Exempt
As a Relationship Manager at Apollon Wealth Management, you will play a pivotal role in delivering top-notch wealth management services to our valued clients and financial advisors. You will work closely with our advisory team and clients, ensuring that their financial goals and needs are met. This multifaceted role encompasses several key responsibilities and expectations:
 Responsibilities:
  • Attend client meetings and provide valuable support to advisors by gathering necessary information and facilitating smooth interactions
  • Create follow-up tasks based on client meetings and inquiries, ensuring their prompt completion by either the Relationship Manager or the back office team
  • Collaborate with advisors to execute trading orders and effectively manage client investment portfolios
  • Meticulously track and report the status of outstanding tasks, providing advisors with up-to-date information about progress and outstanding client requests
  • Manage client accounts from initial opening to ongoing servicing, including document gathering, account setups, and comprehensive client support
  • Ensure all activities and processes conform to regulatory requirements and internal compliance standards, maintaining professionalism and integrity in all interactions
  • Collaborate with advisors, back office staff, and other team members to provide a seamless and exceptional experience

Skills and Experience:
  • 3+ years recent industry experience (required)
  • Familiarity with Salesforce preferred
  • Knowledge of custodial platforms (required)
  • Industry licensing (not required)
  • Excellent interpersonal and communication skills
  • Strong organizational and multitasking abilities
  • Proficiency in financial software and tools
  • Dedication to maintaining client confidentiality and trust

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