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Client Relationship Manager
Salary context from live listings
Observed pay for account manager jobs
Among 52 openings that publish compensation, the median stated annual range is $75K–$90K USD. This uses observed listing data across 928 live jobs, never an estimated salary.
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Reach the decision-maker — $5About the role
Responsibilities Own a book of 100-150 client families and be the first call for any financial question or life event. Lead client onboarding, collect goals, constraints, and risk appetite, and set clear expectations for the relationship. Conduct scheduled review meetings; coordinate with the investment team to prep recommendations beforehand. Proactively reach out when market events, portfolio triggers, or client life changes require a conversation. Handle queries end to end, resolve directly …
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