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Remote Relationship Manager Jobs in Boston, MA (NOW HIRING)

Remote US East Coast What You'll Do: * Campaign Strategy & Execution: * Conceptualize, develop, and launch innovative CRM campaigns across email, push, in-app, and onsite channels to support ...

Remote US East Coast What You'll Do: * Campaign Strategy & Execution: * Conceptualize, develop, and launch innovative CRM campaigns across email, push, in-app, and onsite channels to support ...

The ideal candidate has previously managed exchange relationships, market data licensing ... We accommodate 100% remote work, with teammates living around the globe and paid in their local ...

Remote Sales Manager

Boston, MA · Remote

$80K - $120K/yr

Build and maintain client relationships through timely follow-up, education, and ongoing service ... Manage sales activities and maintain accurate client records in the CRM. * Track performance ...

Job Title - CRM Sales Analyst Location - Andover, MA, Remote. Resource should be from the same place or nearby area. Duration - May 26th 2025 to November 2nd , 2025. Primary Skills Required ...

CRM UI/UX Designer

Boston, MA · Remote

$60.77 - $71.50/hr

Apply now : CRM UI/UX Designer, Remote. Start date is ASAP for this part-time contract position. Job Title : CRM UI/UX Designer Location-Type: Remote Start Date: June/July (To be confirmed) Duration

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Showing results 1-20

Remote Relationship Manager information

See Boston, MA salary details

$30.4K

$87.7K

$152.6K

How much do remote relationship manager jobs pay per year?

As of Aug 10, 2026, the average yearly pay for remote relationship manager in Boston, MA is $87,678.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,900.00 and $114,600.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the remote relationship manager position, and why are they important?

To excel as a Remote Relationship Manager, you need strong communication and interpersonal skills, experience in client management or sales, and a relevant degree such as business or marketing. Familiarity with CRM platforms (like Salesforce or HubSpot), virtual meeting tools, and performance analytics dashboards is often required. Excellent problem-solving, self-motivation, and the ability to build trust remotely are standout soft skills. These capabilities are crucial for maintaining and growing client relationships, ensuring satisfaction, and achieving business goals in a remote work environment.

What are the typical daily responsibilities of a remote relationship manager?

As a Remote Relationship Manager, your day-to-day duties often include managing client accounts, conducting virtual check-ins, responding to emails and inquiries, and collaborating with internal teams to address client needs. You’ll typically use video calls and CRM software to keep track of client interactions and ensure their satisfaction with your company’s products or services. Proactively identifying opportunities for upselling or cross-selling and resolving issues efficiently are also part of the role. While you may work independently, regular virtual meetings and communication with both clients and colleagues are standard in this position.

What is a remote relationship manager?

A Remote Relationship Manager is responsible for building and maintaining strong relationships with clients while working remotely. They engage with customers through phone, email, or video calls to understand their needs, provide support, and offer solutions. This role often involves sales, customer service, or account management responsibilities, depending on the industry. Strong communication, problem-solving, and organizational skills are essential for success in this position.

What are popular job titles related to Remote Relationship Manager jobs in Boston, MA? For Remote Relationship Manager jobs in Boston, MA, the most frequently searched job titles are:
What job categories do people searching Remote Relationship Manager jobs in Boston, MA look for? The top searched job categories for Remote Relationship Manager jobs in Boston, MA are:
What cities near Boston, MA are hiring for Remote Relationship Manager jobs? Cities near Boston, MA with the most Remote Relationship Manager job openings:
Infographic showing various Remote Relationship Manager job openings in Boston, MA as of August 2026, with employment types broken down into 91% Full Time, and 9% Part Time. Highlights an 100% Remote job distribution, with an average salary of $87,678 per year, or $42.2 per hour.

Sr. Relationship Manager (Boston, MA or Remote)

Edelman Financial Engines

Boston, MA • On-site, Remote

$117K - $156K/yr

Full-time

Medical, Dental, Retirement

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


Edelman Financial Engines rating

9.2

Company rating: 9.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz


Job description

 
Sr. Relationship Manager (Boston, MA or Remote) 
  
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.   
  
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. 
  
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. 
  
As a Senior Relationship Manager on the Workplace Relationship Management team, you’ll play a pivotal role by building strategic partnerships and providing outstanding customer service to large plan sponsors. The Senior Relationship Manager serves as the primary business owner of a book of complex plans across various plan recordkeepers. This position is responsible for developing and managing an account plan for each client within an assigned book of business that will meet or exceed client expectations while furthering Edelman Financial Engines’ business goals, particularly in areas of client retention, revenue growth, and client satisfaction. Senior Relationship Managers are encouraged to put themselves in the client’s shoes, helping to solve their problems by proposing one of our solutions.
  
In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Senior Relationship Manager role, we are seeking a candidate with a proven ability to present clear ideas and persuade others to help advance client retention and grow revenue. If you are someone who thrives in a fast-paced, high-stakes environment while being a creative problem solver, this may be an opportunity for you!
  
Responsibilities: 
  
  • Thoroughly understand client’s business goals, benefits strategy, and annual priorities to establish joint objectives in collaboration with Client Managers, Communications Managers and other internal partners
  • Serve as primary client contact, helping clients understand EFE’s value proposition, in addition to keeping clients advised of new products and services and any updates to EFE’s business strategy
  • Develop and execute renewal strategy for each client
  • Build and implement sales strategy; identify & assess cross sell opportunities
  • Represent clients’ interests within EFE: seek and synthesize input from clients regarding business needs. Determine prioritization and importance for client’s needs and advocate appropriately within EFE
  • Industry and product knowledge: stay informed of developments and challenges in the 401(k) industry, as well as the advice and discretionary asset management markets
  
Requirements: 
  
  • 7-10 years of institutional relationship experience in Defined Contribution space or similar industry, with proven track record of managing large institutional client relationships
  • Knowledge of retirement plans and issues and challenges of the 401(k) marketplace
  • Strong negotiation and conflict resolution skills 
  • Track record of successfully selling into existing relationships
  • Experience presenting to and communicating complex concepts to various levels of employees
  • Ability to empower and influence internal colleagues, including crafting and maintaining positive relationships with team members, partners, and senior management
  • Bachelor's degree in Business or related field required; advanced degree a plus
  • Ability to travel up to 30-40% of the time
  
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $117,700 - $156,900. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. 
  
Your recruiter can share more about the specific benefits eligible for this role during the hiring process. 
  
About Edelman Financial Engines 
  
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.   
  
For more information, please visit EdelmanFinancialEngines.com.  
  
© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.   
  
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.  
  
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.  
  
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com .
  
1  The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.   
  
2 Edelman Financial Engines data, as of September 30, 2025.  
  

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