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Wealth Management Client Relationship Manager Jobs

Ernest

Client Relationship Manager

Twin Falls, ID

New business development, account management, client retention * Develop and maintain your book of business The benefits of being an Ernest Client Relationship Manager: * develop, keep, and manage ...

Ernest

Client Relationship Manager

Reno, NV

New business development, account management, client retention * Develop and maintain your book of business The benefits of being an Ernest Client Relationship Manager: * develop, keep, and manage ...

Ernest

Client Relationship Manager

Raleigh, NC

New business development, account management, client retention * Develop and maintain your book of business The benefits of being an Ernest Client Relationship Manager: * develop, keep, and manage ...

Bank of America

Relationship Manager

Minneapolis, MN · Hybrid

$52K - $96K/yr

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

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$29K

$57.4K

$98K

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
Client Relationship Manager

Client Relationship Manager

Ernest

Twin Falls, ID

Other

Re-posted 16 days ago

Job description

Ernest  is currently in search of a Client Relationship Manager (B2B outside sales) for our division located in Twin Falls, Idaho. This is a full-time position that offers a competitive base salary, plus commissions, bonuses, benefits, and a wonderful company culture.

The packaging industry consists of various products that range from shipping and receiving supplies (corrugated, plastics, foams, glues, adhesives, films) to custom packaging solutions for companies that sell tangible products, along with industrial supplies. Every product we purchase at one point or another was most likely packaged and often times packaged again during shipment. Therefore, packaging supplies have proven to be an indispensable necessity in a market with an unquenchable thirst. However, we can also sell janitorial, facilities, and safety supplies along with packaging related automation.

Responsibilities:

  • Outside face to face sales
  • New business development, account management, client retention
  • Develop and maintain your book of business

The benefits of being an Ernest Client Relationship Manager:

  • develop, keep, and manage your own accounts
  • continue to make residual income from your accounts
  • and of course a strong base salary + commission + benefits
  • uncapped earnings potential

Please learn more about Ernest Packaging Solutions by watching some of our Youtube videos:

Newest Company Video with Keanu Reeves!

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