ZipRecruiter

Log In

1

Relationship Manager Jobs (NOW HIRING)

Vesta CPAS SC

Relationship Manager

Fond Du Lac, WI

Description PURPOSE A Relationship Manager is a visionary leader who nurtures a portfolio of key client and client stakeholder relationships by combining a data-driven approach with an advisory ...

Flywire

Relationship Manager

Boston, MA · Hybrid

Flywire is seeking a motivated and strategically minded Relationship Manager (RM) to join our team and support our existing portfolio of education clients. As a trusted partner, the RM will work ...

Thrive

Relationship Manager

Pikeville, KY

Pikeville, KY The primary function of the Relationship Manager / Sales Rep is to grow, create, and increase revenue and number of merchants within an assigned territory through sales and building ...

Keybank

Relationship Manager

New York, NY · On-site

The Relationship Manager is accountable for handling all aspects of business development in the targeted geographic area. This role collaborates with other bankers and product partners on the ...

Enumerate

Relationship Manager

Tampa, FL · On-site +1

$55K - $65K/yr

Enumerate is hiring a Relationship Manager to serve as a trusted advisor and partner for our clients. This role is responsible for managing client requests and providing timely and results-based ...

Flywire

Relationship Manager

Boston, MA · On-site

$78K - $90K/yr

Flywire is seeking a motivated and strategically minded Relationship Manager (RM) to join our team and support our existing portfolio of education clients. As a trusted partner, the RM will work ...

Flywire

Relationship Manager

Boston, MA · Hybrid

$78K - $90K/yr

Flywire is seeking a motivated and strategically minded Relationship Manager (RM) to join our team and support our existing portfolio of education clients. As a trusted partner, the RM will work ...

Santa Cruz County Bank

Relationship Manager

Salinas, CA · On-site

$110K - $150K/yr

The Relationship Manager builds and maintains strong client relationships by providing personalized financial solutions and trusted guidance. This role partners closely with clients and internal ...

East West Bank

Relationship Manager

Pasadena, CA · On-site

$65K/yr

Overview East West Bank is looking for a Commercial Banking Relationship Manager. This role is to champion commercial banking business activities in the commercial banking segment with an aim to ...

West Coast Community Bank

Relationship Manager

Salinas, CA · On-site

$110K - $150K/yr

The Relationship Manager builds and maintains strong client relationships by providing personalized financial solutions and trusted guidance. This role partners closely with clients and internal ...

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 professionals that service the investment management and financial planning needs of high net worth ...

Ballston Spa National Bank

Relationship Manager

Latham, NY · On-site

$54K - $73K/yr

BSNB is seeking an enthusiastic Relationship Manager to join our team. Join a nationally recognized bank and a capital region Best Place to Work! A DAY IN THE LIFE In this role, you will provide ...

GBC International Bank

Relationship Manager

Seattle, WA · On-site

$90K - $130K/yr

Job Summary The Relationship Manager plans and implements financial institution sales and marketing programs targeted toward the business community and examine, evaluate, and authorize or recommend ...

Brex

Relationship Manager

New York, NY · On-site

$181K - $226K/yr

What you'll do As a Relationship Manager for our Startups team, you play a pivotal role in the success and satisfaction of our existing Startup clients by providing the necessary resources, guidance ...

Sunwest Bank

Relationship Manager

Denver, CO · On-site

$195K/yr

Creates and maintains effective relationships with members of the team. * Maintains a high degree of creativity and independence. * Interacts with branch staff, bank operations and cash management to ...

Sunwest Bank

Relationship Manager

Sandy, UT · On-site

$150K - $175K/yr

Creates and maintains effective relationships with members of the team. * Maintains a high degree of creativity and independence. * Interacts with branch staff, bank operations and cash management to ...

next page

Showing results 1-20

People also search for

All JobsRelationship JobsRelationship Manager Jobs

Relationship Manager information

See salary details

$28K

$80.7K

$140.5K

How much do relationship manager jobs pay per year?

As of Jun 6, 2026, the average yearly pay for 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 Relationship Manager?

A relationship manager specializes in the management of client relationships for a company to ensure the customer is content with the service or products they receive. As a relationship manager, your responsibilities include providing customer service, answering client questions, developing new client relationships, and acting as an advisor regarding service and product options. You may serve as both a salesperson and liaison for the company. You can find relationship manager positions in various fields and industries, including the investment and financial management fields.

What does a Relationship Manager do?

A Relationship Manager is responsible for building and maintaining strong relationships with clients or customers, often within financial institutions, banks, or corporate settings. Their main duties include understanding client needs, providing tailored solutions, and ensuring customer satisfaction. Relationship Managers also seek opportunities to grow business with existing clients and may handle conflict resolution or problem-solving. They act as a primary point of contact, working to foster loyalty and long-term partnerships.

How does a Relationship Manager typically collaborate with other departments to support client needs?

Relationship Managers work closely with teams such as product specialists, credit analysts, and customer service representatives to deliver comprehensive solutions for clients. Effective collaboration ensures that clients receive tailored recommendations and seamless service across different areas of the organization. Regular communication and meetings help Relationship Managers stay informed about product updates and client feedback, enabling them to address issues promptly and maintain strong client relationships.

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

To thrive as a Relationship Manager, you need strong interpersonal skills, a background in business or finance, and experience in client relationship management. Familiarity with CRM software, financial products, and relevant industry certifications like CFA or CFP are often advantageous. Excellent communication, problem-solving, and negotiation abilities help build client trust and handle complex situations effectively. These skills are crucial for fostering long-term client relationships, driving business growth, and ensuring customer satisfaction.

What is the difference between Relationship Manager vs Customer Service Representative?

AspectRelationship ManagerCustomer Service Representative
Required credentialsBachelor's degree often in finance, business, or related fieldsHigh school diploma or equivalent, some roles may prefer post-secondary education
Work environmentBanking, financial services, corporate accountsRetail stores, call centers, service desks
Employer and industry usageFinancial institutions, wealth management firmsRetail companies, telecom, utilities
Common search and comparison intentUnderstanding client relationship roles, career pathsCustomer support roles, service skills

While both roles involve client interaction, a Relationship Manager focuses on building long-term client relationships, often in financial services, requiring specialized credentials. Customer Service Representatives handle day-to-day customer inquiries and support, typically in retail or service industries. The roles differ in responsibilities, credentials, and work environments, but both are essential for client engagement.

More about Relationship Manager jobs
What cities are hiring for Relationship Manager jobs? Cities with the most Relationship Manager job openings:
What are the most commonly searched types of Relationship jobs? The most popular types of Relationship jobs are:
Who are the top companies hiring for Relationship Manager jobs? The top employers for Relationship Manager jobs are:
What states have the most Relationship Manager jobs? States with the most job openings for Relationship Manager jobs include:
What job categories do people searching Relationship Manager jobs look for? The top searched job categories for Relationship Manager jobs are:
What points of interest are hiring for Relationship Manager jobs? Points of interest with the most Relationship Manager job openings:
Relationship Manager jobs near you
Infographic showing various Relationship Manager job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 56% Full Time, 40% Part Time, 1% Temporary, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.

Relationship Manager

Vesta CPAS SC

Fond Du Lac, WI

Other

Posted 7 days ago

Job description

Description

PURPOSE

A Relationship Manager is a visionary leader who nurtures a portfolio of key client and client stakeholder relationships by combining a data-driven approach with an advisory mindset. They act as strategic collaborators who understand firm value, align client needs with the right internal expertise, and drive long-term growth by proactively identifying opportunities. Their focus is on "firm clients," not "my clients," always prioritizing team-based service and the firm's collective success. 


REPORTS TO/ ACCOUNTABILITY

Market Leader


KEY SUCCESS FACTORS

  • Technical tax and accounting knowledge
  • Team management skills including an ability to lead, direct, and coach.
  • Client relationship skills.
  • General business acumen

RESPONSIBILITIES

Client Interaction:

  • Serve as the primary point of contact for clients, maintaining professional and effective communication that transcends traditional boundaries.
  • Train clients to be ideal partners, ensuring the right fit and fostering long-term relationships.
  • Develop innovative plans to address challenging scenarios, such as clients with low realization, messy processes, or unrealistic expectations.
  • Proactively ensure clients are a good fit for the firm, balancing the approach with human, data-driven, and strategic elements.

Client Satisfaction:

  • Ensure clients receive maximum satisfaction from services by being authentic and curious.
  • Earn client's trust by deeply understanding their value and prioritizing personal connections through phone, Zoom, or in-person meetings over emails.
  • Anticipates and communicates budget issues, identifies opportunities to improve assignment profitability.

Business Development:

  • Identify client needs and opportunities to cross-service, adopting a mentality of "what's next" for clients..
  • Create a game plan for the next follow-up conversation and choose and retain the right clients.
  • Get involved outside the firm, make meaningful connections, and network extensively. 

Project Management:

  • Organize and manage client assignments and projects, ensuring the overall success of each project.
  • Acts as a strong team player and smart collaborator with billing responsibilities.
  • Own accountability but not the client, managing the scope of engagements, capturing time correctly, and billing accordingly.
  • Identify the next opportunity, always looking to add value and drive growth. 
  • Develops and is accountable for client work plans and ensures assigned tasks and responsibilities are achieved.

People Development

  • Advises, coaches, and supports team members, including providing consistent recognition and encouragement to team members to increase retention and utilization.
  • Supports the partner/s in developing new initiatives to increase retention, meet resourcing needs (including recruitment interviews), utilization, and people development.
  • Structures work teams to successfully meet new and existing client expectations and help develop strong client partnerships.
  • Shares and transfers knowledge in the team.
  • Actively pursues self-development opportunities in line with the competency model.

Requirements

KEY PERFORMANCE INDICATORS

  • Meets assignment objectives (timeframes, budgets, outcomes).
  • Client satisfaction.
  • Business development results - selling and cross-selling.
  • Team satisfaction.

QUALIFICATIONS/SKILLS AND EXPERIENCE AND PERSONAL ATTRIBUTES

  • Degree qualification and relevant professional accreditation.
  • Business acumen.
  • Strong technical knowledge and skills.
  • Strong client relationship skills.
  • Strong team management skills - the ability to lead, motivate and coach teams of people.
  • A strong knowledge of firm products and services in the practice area and a working knowledge of products and services in other practice areas.
  • A sound understanding of market trends including opportunities, global and local business initiatives and stakeholder/competitor interests.

Apply