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Wealth Management Client Relationship Manager Jobs

Bank of America

EGP - Relationship Manager

Dallas, TX · On-site

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...

Stifel

Client Relationship Manager

Garden City, NY

$71K - $106K/yr

... Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel. What We're Looking For * Develop in-depth ...

Stifel

Client Relationship Manager

Manhattan, NY · On-site

$71K - $106K/yr

... Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel. * Develop in-depth knowledge of client portfolios ...

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Wealth Management Client Relationship Manager information

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How much do wealth management client relationship manager jobs pay per year?

As of Jul 14, 2026, the average yearly pay for wealth management client relationship manager in the United States is $57,383.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,500.00 and $65,000.00 per year, depending on experience, location, and employer.

What does a Wealth Management Client Relationship Manager do?

A Wealth Management Client Relationship Manager serves as the primary point of contact between clients and a financial institution's wealth management division. They work closely with clients to understand their financial goals, provide personalized investment advice, and coordinate with specialists to deliver a range of financial services. Their responsibilities also include building long-term relationships, monitoring clients' portfolios, and ensuring a high standard of service to help clients achieve their financial objectives.

How does a Wealth Management Client Relationship Manager typically collaborate with internal teams to serve clients effectively?

As a Wealth Management Client Relationship Manager, you will regularly collaborate with financial advisors, portfolio managers, and product specialists to deliver comprehensive solutions tailored to each client's needs. This role often involves coordinating portfolio reviews, communicating client feedback, and ensuring seamless execution of financial strategies. Effective teamwork and clear communication are crucial, as you act as the main point of contact, facilitating interactions between clients and various internal departments to address inquiries and ensure client satisfaction.

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

To thrive as a Wealth Management Client Relationship Manager, you need in-depth knowledge of financial products, investment strategies, and a relevant degree—often supported by FINRA Series 7/66 or similar certifications. Familiarity with CRM platforms, portfolio management software, and financial planning tools is typically required. Exceptional interpersonal skills, active listening, and trust-building abilities set top performers apart in client-facing situations. These skills and qualities are essential for providing tailored financial advice, fostering lasting client relationships, and driving business growth.

What is the difference between Wealth Management Client Relationship Manager vs Financial Advisor?

AspectWealth Management Client Relationship ManagerFinancial Advisor
CertificationsTypically required to have CFP, Series 7, Series 66Often holds CFP, Series 7, Series 66, or other licenses
Work EnvironmentBanking or wealth management firms, client officesIndependent or firm-based, client meetings, offices
Primary FocusClient service, relationship management, onboardingFinancial planning, investment advice, portfolio management
Employer & Industry UsageBanking, private banking, wealth management firmsFinancial planning firms, independent advisors, banks

While both roles involve working with clients to manage finances, the Wealth Management Client Relationship Manager primarily focuses on maintaining client relationships and onboarding, whereas the Financial Advisor provides detailed financial planning and investment advice. The roles often overlap but differ in scope and responsibilities.

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Wealth Management Client Relationship Manager jobs near you
Wealth Management Relationship Manager

Wealth Management Relationship Manager

Rockland Trust

Osterville, MA • On-site

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 8 days ago

Job description


Rockland Trust is a full-service commercial bank and financial services company committed to helping our neighbors reach their financial goals. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England with a strong emphasis on personal relationships, local decision-making, and community impact.
With a broad range of banking, wealth management, and investment solutions, Rockland Trust combines the resources of a growing financial institution with the personalized service of a community bank. Our long-standing philosophy-Where Each Relationship Matters®-guides how we work with our customers, colleagues, and communities every day.
At Rockland Trust, our employees are at the heart of our success. We foster a collaborative, inclusive, and values-driven culture that encourages professional growth, innovation, and work-life balance. We are deeply committed to community involvement, financial education, and creating a workplace where individuals can build meaningful, long-term careers.
Rockland Trust is currently seeking a Relationship Manager for our Osterville, MA office of the Investment Management Group, to support clients in the Cape Cod area. The position has the ability to be hybrid, but will require a presence in the Cape market.
The Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG's clients while supporting our new business efforts through teaming with IMG financial consultants and networking with centers of influence. The Relationship Manager serves as the primary point of contact for clients, understanding their financial objectives and delivering comprehensive tailored solutions to meet all of their financial objectives.
Key Responsibilities:
  • Develop and nurture relationships with high-net-worth clients, understanding their financial goals, risk tolerance, and investment preferences.
  • Provide personalized financial solutions and recommendations based on thorough analysis of clients' financial situations.
  • Collaborate with our IMG team of internal advisors on financial and retirement planning, investment management, personal insurance, trust and estate services, special needs services and premier banking strategies and solutions.
  • Act as a trusted advisor to clients, delivering exceptional service and ensuring their investment objectives are aligned with their long-term financial goals.
  • Proactively identify opportunities to grow client relationships, increase assets under management, and generate new business through referrals and networking.
  • Stay informed about industry trends, regulatory changes, and market developments, and communicate relevant information to clients.
  • Responsible for the day to day administration of accounts consisting of investment management portfolios, revocable and irrevocable trusts, and estates.
  • Maintain accurate records of client interactions, investment decisions, retirement planning goals, ensuring compliance with regulatory requirements and internal policies.

Required Skills and Experience:
  • A Bachelor of Arts or Science is required. Master's degree is appreciated.
  • A minimum of 5-10 years' experience in the financial services industry or related field with knowledge of trust administration, portfolio management, financial planning, and estate settlement.
  • Proven track record of building and managing client relationships.
  • Commitment to serving as a fiduciary in the wealth management arena.
  • Strong understanding of financial markets, investment products, and wealth management principles, with the ability to communicate complex financial concepts to clients in a clear and concise manner.
  • Excellent interpersonal and communication skills, with the ability to establish rapport with clients, understand their needs, and provide tailored investment advice and solutions.
  • Demonstrated ability to work effectively in a fast-paced, dynamic environment, with a focus on delivering exceptional client service and driving business results.
  • Trust certifications, attendance at Trust Schools, law degrees and CFP® designation preferred.

Benefits & Culture
Our goal is to offer our colleagues the most generous benefits package possible. We provide a comprehensive suite of benefits designed to support your health, financial security, and overall, well-being. Benefits include: competitive compensation with performance-based incentive awards, health and dental insurance, a 401(k) and DC retirement plan, LTD and life insurance, paid vacation, day care reimbursement, tuition assistance for undergraduate and graduate programs, an award-winning wellness program, and much more!
At Rockland Trust, you'll find a respectful and inclusive environment where everyone has the opportunity to succeed. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Pay Transparency
Compensation for this role will be based on a variety of factors, including skills, experience, education, and internal equity. The salary range posted reflects the company's good-faith estimate of the range for this position at the time of posting. Actual compensation may vary. In addition to base salary, certain positions may be eligible for additional compensation, including commissions, incentive awards or stipends.
Accessibility & Accommodations
We are committed to providing reasonable accommodations to enable individuals with disabilities to perform the essential functions of their roles.

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