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Relationship Associate Jobs in Cleveland, OH (NOW HIRING)

Manning & Napier

Relationship Manager

Cleveland, OH

$60K - $85K/yr

Summary As a Relationship Manager, you will be a lead client advocate, ensuring exceptional service ... Work with the Wealth Management Associates to ensure timely, accurate, and complete documentation ...

BDO USA

D365 Client Relationship Manager

Akron, OH · On-site

The Client Relationship Manager (CRM) is a customer-facing Manager within the support practice ... Supports, mentors, and guides associates/senior associates supporting client delivery; contribute ...

BDO

D365 Client Relationship Manager

Akron, OH

The Client Relationship Manager (CRM) is a customer-facing Manager within the support practice ... Supports, mentors, and guides associates/senior associates supporting client delivery; contribute ...

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All JobsRelationship Associate JobsRelationship Associate Jobs in Cleveland, OH

Relationship Associate information

See Cleveland, OH salary details

$24.2K

$45.6K

$64.9K

How much do relationship associate jobs pay per year?

As of Aug 30, 2026, the average yearly pay for relationship associate in Cleveland, OH is $45,598.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,700.00 and $48,400.00 per year, depending on experience, location, and employer.

What is a relationship associate?

Relationship Associates are professionals who manage and nurture relationships between a company and its clients or customers. They often work in industries like banking, finance, and professional services, serving as the main point of contact for clients. Their responsibilities typically include addressing client needs, providing information about products or services, and ensuring customer satisfaction. They also help identify opportunities to expand business relationships and may assist with account management and problem resolution.

What skills and qualifications are needed to thrive as a relationship associate?

To thrive as a Relationship Associate, you need a strong understanding of financial products, client relationship management, and often a bachelor’s degree in business or finance. Familiarity with CRM software, financial analysis tools, and sometimes certifications like FINRA Series 7 or 63 are commonly required. Excellent communication, active listening, and problem-solving abilities help you build trust and resolve client concerns effectively. These skills and qualifications are crucial for fostering long-term client engagement, driving business growth, and ensuring client satisfaction.

How does a relationship associate typically collaborate with other departments to support client needs?

Relationship Associates frequently work cross-functionally, partnering with teams such as credit, operations, and product specialists to deliver comprehensive solutions for clients. They act as liaisons, ensuring clear communication between internal departments and clients to resolve issues or implement new services. This collaborative environment helps Relationship Associates develop a strong understanding of different business areas and build relationships that can support their professional growth.

What are the most commonly searched types of Relationship jobs in Cleveland, OH?

The most popular types of Relationship jobs in Cleveland, OH are:

What cities near Cleveland, OH are hiring for Relationship Associate jobs?

Cities near Cleveland, OH with the most Relationship Associate job openings:

Relationship Associate jobs near you
Infographic showing various Relationship Associate job openings in Cleveland, OH as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 26% Part Time, 1% Temporary, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $45,598 per year, or $21.9 per hour.

Relationship Associate - Institutional Sales

Brooklyn, OH • On-site

Victory Capitel
See more jobs at Victory Capitelexternal

$100K - $110K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 18 days ago

Job description

Relationship Associate - Institutional Sales
Brooklyn, OH
About Victory Capital:
Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top-tier investment talent equipped with comprehensive resources designed to deliver competitive long-term performance.
Victory Capital is headquartered in San Antonio, Texas. To learn more, visit www.vcm.com or follow us on Facebook, Twitter (X), and LinkedIn.
General Summary and Purpose:
Victory Capital is looking for a self-motivated, detail-oriented individual with a strong interest in the Asset Management field to join our Institutional Team in Brooklyn, Ohio. The successful candidate will be able to professionally communicate (written and verbally) with our institutional clients and our internal staff while providing information, analysis and support.
This individual will assist our Relationship Managers as they provide information to our large institutional clients and will also assist our Sales Officers as they seek new business. Ideally, this individual will progress to having direct interaction with our clients, consultants and prospects and develop into a Relationship Manager or Sales Officer focused on one or more of these constituencies.
You Will:
  • Prepare and deliver Monthly or Quarterly reports in partnership with Relationship Managers.
  • Assist with data requests from clients and internal partners
  • Work with investment teams to secure narrative and statistics that further detail strategy performance and positioning
  • Assist in streamlining areas of data gathering and distribution
  • Work with sales team to further develop our presence in the institutional market
  • Deliver competitive information to the sales team as requested
  • Develop and enhance our social media presence through individual efforts

You Have:
  • Bachelor's degree in Business, Finance or related field
  • Confident with use of Microsoft Office; particularly Excel, Power Point, Word and Outlook
  • 3+ years' experience in asset management industry or in a closely related financial field
  • Demonstrated familiarity with artificial intelligence (AI) tools and technologies
  • Strong organization skills/ Attention to detail
  • Ability to problem solve and spot issues proactively
  • Must work well independently and collaboratively

Preferred Qualifications:
  • 3+ years of professional experience in investment management within a bank, brokerage, insurance company or similar financial organization.
  • Evidence of a strong interest in the asset management field including pursuit of advanced degrees (CFA, CFP, CAIA, CIMA) and/or general market knowledge

Our Benefits:
Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.
Target Compensation:
The target base salary range for this position is $100,000 - $110,000
Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant's skills and prior relevant experience, certain degrees, and certifications.
Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.
Victory Capital Management's total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.
We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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