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Virtual Relationship Manager Jobs in Connecticut

HMG Careers

Virtual Sales Rep

New London, CT · Remote

$69K/yr

Supportive and collaborative virtual team environment Qualities We Value * Willingness to learn and ... Build and maintain strong client relationships * Work closely with your manager to set goals and ...

HMG Careers

Virtual Sales Rep

Norwich, CT · Remote

$69K/yr

Supportive and collaborative virtual team environment Qualities We Value * Willingness to learn and ... Build and maintain strong client relationships * Work closely with your manager to set goals and ...

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All JobsRelationship JobsVirtual Relationship Manager JobsVirtual Relationship Manager Jobs in Connecticut

Virtual Relationship Manager information

See Connecticut salary details

$26.6K

$76.8K

$133.7K

How much do virtual relationship manager jobs pay per year?

As of Aug 23, 2026, the average yearly pay for virtual relationship manager in Connecticut is $76,774.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $100,400.00 per year, depending on experience, location, and employer.

What is a virtual relationship manager?

A Virtual Relationship Manager is a professional who manages client relationships remotely, often using digital tools such as video calls, emails, and chat platforms. They typically work for banks, financial institutions, or customer service organizations, providing personalized support, financial advice, and tailored solutions to clients without the need for face-to-face meetings. This role focuses on maintaining strong client engagement, addressing concerns, and helping clients meet their financial or service-related goals in a convenient and efficient manner.

What are the key skills and qualifications needed to thrive as a virtual relationship manager?

To thrive as a Virtual Relationship Manager, you need strong interpersonal skills, customer service expertise, and a background in sales or financial services, typically supported by a relevant degree or professional certification. Familiarity with CRM platforms, digital communication tools, and online banking systems is essential for the role. Exceptional communication, active listening, and problem-solving abilities help build trust and rapport with clients remotely. These skills are crucial for effectively managing client relationships, driving customer satisfaction, and achieving business targets in a virtual environment.

What are the main challenges faced by virtual relationship managers when building trust with clients remotely?

Virtual Relationship Managers often face the challenge of establishing rapport and building trust with clients without the benefit of face-to-face interactions. They need to be proactive in communication, use video calls effectively, and ensure prompt follow-up to demonstrate reliability. Understanding client needs remotely requires strong listening skills and the ability to personalize service through digital channels. Overcoming these challenges is key to maintaining long-term client relationships and achieving success in the role.

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

AspectVirtual Relationship ManagerCustomer Service Representative
CredentialsRelevant certifications in finance, banking, or client managementBasic customer service training or certifications
Work EnvironmentRemote, client-focused, often in financial or banking sectorsCall centers, retail, or online support roles
Employer & IndustryFinancial institutions, banks, wealth management firmsRetail companies, telecoms, service providers
Search & Comparison IntentUnderstanding client relationship roles, financial services jobsCustomer support, call center jobs

The Virtual Relationship Manager primarily focuses on managing client relationships remotely within financial sectors, requiring specialized certifications. In contrast, Customer Service Representatives handle general customer inquiries across various industries, often with basic training. While both roles involve communication and client interaction, the Virtual Relationship Manager's role is more specialized and client-centric, often involving financial products and services.

What are popular job titles related to Virtual Relationship Manager jobs in Connecticut?

For Virtual Relationship Manager jobs in Connecticut, the most frequently searched job titles are:

What job categories do people searching Virtual Relationship Manager jobs in Connecticut look for?

The top searched job categories for Virtual Relationship Manager jobs in Connecticut are:

What cities in Connecticut are hiring for Virtual Relationship Manager jobs?

Cities in Connecticut with the most Virtual Relationship Manager job openings:

Virtual Relationship Manager jobs near you
Infographic showing various Virtual Relationship Manager job openings in Connecticut as of August 2026, with employment types broken down into 84% Full Time, 11% Part Time, 3% Temporary, and 2% Contract. Highlights an 84% Physical, 2% Hybrid, and 14% Remote job distribution, with an average salary of $76,774 per year, or $36.9 per hour.

Relationship Manager, Asset Managers - Vice President / Senior Vice President

iCapital

Greenwich, CT • On-site, Remote

$160K - $230K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 18 days ago

Job description

iCapital is looking for a Relationship Manager to join the Enterprise Solutions team, specifically covering Asset Managers and General Partners. This position will play a key role in maintaining and developing current relationships and prospecting for new opportunities. This is a senior-level, technical role focused on the delivery and ongoing support of iCapital's full suite of technology solutions to Asset Managers and General Partners. This individual will also be tasked with further refining our marketplace positioning and go-to-market strategy across our business lines.

Responsibilities

  • Develop new and existing relationships with Asset and Wealth Managers and support other Relationship Managers.
  • Play a key role as the Relationship Manager for several strategic asset and wealth management clients.
  • Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on fund launches, closes, and strategic initiatives.
  • Collaborate with other Relationship Managers and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development, CRM technology, and marketing.
  • Manage and lead internal projects and develop frameworks and processes for ongoing team management.
  • Develop presentations with significant data and analysis for internal meetings and projects.
  • Work alongside the Enterprise Solutions team to develop meaningful measurements of success.

Qualifications

  • 12-15+ years of experience in a business development/relationship management capacity, with a focus on enterprise or technology sales
  • Extensive knowledge of alternative investments
  • Direct experience working for or with Asset Management or Wealth Management firms is highly preferred
  • Excellent verbal and written communication skills
  • Strategic mindset and able to work independently
  • Demonstrated client service skills with stakeholders and clients
  • Series 7 and 63 licenses preferred

Benefits

The base salary range for this role is $160,000 to $230,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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