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Sr Client Relationship Manager Jobs (NOW HIRING)

TecTammina

Client Relationship Manager

Jersey City, NJ

$100K - $130K/yr

... senior management and other internal stakeholders Requirements: Mandatory: 1. 5+ years experience in account management/client relationship supporting Banks and Financial Clients 2. Project ...

Fitch Group

Client Relationship Manager

Chicago, IL · On-site

You will work closely with senior stakeholders across client organizations, identifying ... client relationship management * Proven success in a consultative B2B sales role * Strong ...

Invesco

Client Relationship Manager

Atlanta, GA · Hybrid

$120K - $129K/yr

As a Client Relationship Manager (CRM) for the Retirement, Insurance, and Subadvisory channel, you ... Senior Strategic Account Managers, Investment Due Diligence teams, and clients to understand needs ...

Invesco

Client Relationship Manager

New York, NY · On-site

$120K - $129K/yr

As a Client Relationship Manager (CRM) for the Retirement, Insurance, and Subadvisory channel, you ... Senior Strategic Account Managers, Investment Due Diligence teams, and clients to understand needs ...

Pitney Bowes

Client Relationship Manager

Arlington, TX

$50K - $63K/yr

Notify client's senior management and/or Pitney Bowes Presort Services management of issues or ... As a Client Relationship Manager, you have: * A minimum of 3+ years of applicable work experience

Invesco

Client Relationship Manager

Houston, TX · Hybrid

$120K - $129K/yr

As a Client Relationship Manager (CRM) for the Retirement, Insurance, and Subadvisory channel, you ... Senior Strategic Account Managers, Investment Due Diligence teams, and clients to understand needs ...

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Sr Client Relationship Manager information

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$45K

$102.8K

$121.5K

How much do sr client relationship manager jobs pay per year?

As of Jul 6, 2026, the average yearly pay for sr client relationship manager in the United States is $102,833.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,000.00 and $116,500.00 per year, depending on experience, location, and employer.

How much does a Client Relationship Manager earn?

A Client Relationship Manager typically earns between $60,000 and $100,000 annually, depending on experience, industry, and location. Senior roles or those in high-demand sectors may offer higher compensation, often including bonuses and benefits.

What skills boost RM salary?

For a Senior Client Relationship Manager, key skills that can boost salary include strong communication and interpersonal abilities, strategic thinking, and proficiency with CRM tools and data analysis. Certifications such as Certified Client Relationship Manager (CCRM) or related financial and sales credentials can also enhance earning potential.

What does a senior Client Relationship Manager do?

A senior Client Relationship Manager is responsible for maintaining and strengthening relationships with key clients, ensuring their needs are met and satisfaction is high. They often coordinate with internal teams, develop strategic account plans, and use CRM tools to track client interactions and opportunities. This role requires strong communication, problem-solving skills, and industry knowledge to retain clients and identify growth opportunities.

Is an RM role stressful?

A Senior Client Relationship Manager (RM) role can be stressful due to managing multiple client accounts, meeting deadlines, and maintaining high service standards. The job often requires strong communication skills, problem-solving, and the ability to handle client expectations, which can contribute to work-related stress.

What does a Sr Client Relationship Manager do?

A Sr Client Relationship Manager is responsible for building and maintaining strong relationships with key clients of a company. They act as the main point of contact, addressing client needs, resolving issues, and ensuring clients receive high-quality service. Their role often includes understanding client goals, identifying opportunities for upselling or cross-selling services, and collaborating with internal teams to deliver solutions. By fostering trust and satisfaction, they help retain clients and contribute to the company's growth.

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

To thrive as a Sr Client Relationship Manager, you need strong client management experience, deep industry knowledge, and typically a bachelor’s degree in business or a related field. Familiarity with CRM software such as Salesforce, account management systems, and data analytics tools is essential. Exceptional communication, negotiation, and problem-solving abilities help build trust and resolve client issues effectively. These skills ensure long-term client satisfaction, retention, and the growth of strategic business partnerships.

How does a Sr Client Relationship Manager typically collaborate with internal teams to address client needs?

Sr Client Relationship Managers work closely with cross-functional teams such as sales, product development, and customer support to ensure client expectations are met and exceeded. They often act as the main point of contact, relaying client feedback and requirements to internal stakeholders, and coordinating efforts to deliver tailored solutions. Effective collaboration involves regular meetings, clear communication, and proactive problem-solving to address challenges quickly and maintain strong client satisfaction.
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Sr Client Relationship Manager jobs near you
Client Relationship Manager

Client Relationship Manager

Rockefeller Capital Management

Chesterfield, MO • On-site, Remote

Full-time

Posted 10 days ago

Job description

About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $221 billion in client assets as of May 31, 2026.

Position

An Advisor teamwithin our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Relationship Manager.The Client Relationship Manager will work withour Rockefeller Global Family Office Team membersand will interact directly with high-net-worth clients. The ideal candidate is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.

Responsibilities
  • Assisting senior advisors in preparing deliverables, client meeting preparation, including, building and analyzing client financial statements, developing financial planning insights and running portfolio allocation and performance reports
  • Collect financial data and documents from clients to build detailed client profiles
  • Communicate with clients on both a scheduled and an ad hoc basis
  • Executing the daily client operational tasks including account opening documents, check requests, journals, wires, and other custodial responsibilities
  • Tracking client allocations and asset transfers in a software suite, while working closely with the Rockefeller Operations team
  • Ongoing coordination with clients' CPAs and attorneys regarding balance sheet management
  • Working closely with both the Alternative Investment and Liquid Markets teams to coordinate current client portfolio matters
  • Document processes and routines critical to business
  • Establish key partnerships with Rockefeller home office partners
  • Lead special projects and team initiatives as directed
Qualifications
  • 5+ years of relevant experience, working within an RIA in a client service or operational capacity is preferred
  • Bachelors degree, with a business/finance focus preferred
  • Series 7 and 66 licenses strongly preferred, or ability to obtain within 6 months of hire
  • Proficiency in Microsoft Office suite
Skills
  • Strong interpersonal, organizational, and client service skills
  • Ability to work well under pressure and handle multiple priorities while maintaining a positive and productive attitude
  • Demonstrated initiative and ability to work independently
  • Strong quantitative, qualitative, and technical skills
  • Ability to prioritize tasks and meet deadlines
  • Strong attention to detail and recognition of critical issues
Disclosure

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law

Employment Type: FULL_TIME

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