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Wealth Management Client Relationship Manager Jobs

Clean Response Inc.

Client Relationship Manager

Eagan, MN · On-site

$90K - $110K/yr

Client Relationship Manager Sales / Business Development - Eagan, MN Clean Response is the Twin ... Management: Own marketing qualified leads from first handoff through close. Build relationships ...

Bank of America

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 ...

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Wealth Management Client Relationship Manager information

See salary details

$29K

$57.4K

$98K

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

As of Aug 22, 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.

What are the key skills and qualifications needed to thrive as a wealth management client relationship manager?

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.

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 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
Infographic showing various Wealth Management Client Relationship Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $57,383 per year, or $27.6 per hour.

Client Relationship Manager

Clean Response Inc.

Eagan, MN • On-site

$90K - $110K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

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

Job description

Client Relationship Manager
Sales / Business Development - Eagan, MN
Clean Response is the Twin Cities' premier independently owned emergency water and fire restoration company, serving the commercial, HOA, and multifamily segments for over 25 years. We are seeking two driven Client Relationship Managers: one focused on our Commercial clients, and one focused on Senior Living clients (independent living, assisted living, etc.) Both roles own the full client lifecycle, positioning Clean Response as the go-to restoration partner across the Twin Cities metro.
Responsibilities included but are not limited to:
• Prospecting & Business Development:
Commercial: Identify and develop relationships with property owners, property managers, and facility teams across office, retail, and industrial properties.
Senior Living: Build a new book of business from the ground up, targeting executive directors, regional operations leaders, facility and maintenance teams, ownership groups, and management companies.
• Lead Nurturing & Pipeline Management: Own marketing qualified leads from first handoff through close. Build
relationships, maintain consistent follow-through, and guide prospects to a decision. All lead assignments,
communications, and pipeline activity are tracked in Salesforce, with regular reporting to leadership.
• Account Management & Client Engagement: Own and grow a portfolio of accounts through regular on-site visits and proactive outreach. Serve as the primary point of contact for strategic clients and deliver presentations and lunch-and learns to build credibility and drive new business.
• Industry Representation: Represent Clean Response at trade shows, conferences, and association events relevant to your segment.
The ideal candidate will possess:
• Proven experience in business development or client relationship management; background in restoration, commercial real estate, property management, or senior living/healthcare preferred.
• CRM experience preferred. Salesforce experience strongly preferred. Comfortable managing leads, logging activity, and maintaining accurate pipeline data.
• Familiarity with segment-specific decision-makers and operating models.
• Strong communicator who builds trust and credibility across all levels, from front -line maintenance directors to C-suite operators.
• Self-starter who is comfortable opening doors, developing relationships from scratch, and managing a full pipeline with minimal oversight.
• 5-8+ years of experience in the industry.
• Valid driver's license required.
Compensation & Benefits
Base + Commission. PTO, health, dental and life insurance, retirement benefits, mobile phone, and mileage reimbursement.
Clean Response provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to Race, Religious Creed, Color, National Origin, Ancestry, Physical or Mental Disability, Medical Condition, Genetic Information, Ma rital Status, Sex, Gender, Gender Identity, Gender Expression, Sexual Orientation, Military or Veteran status.

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