Broker Relationship Manager Jobs

Broker Relationship Manager jobs are open across insurance, mortgage lending, wealth management, and financial services, from associate to senior and director level, with specializations in wholesale distribution, channel partnerships, and independent broker networks. Find a role that fits below and apply directly.

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Overview

Open roles7
Top statePennsylvania
Top employerTriNet
Top cityPhiladelphia, PA
Work type100% Hybrid
Top industryHuman Resources

Showing 5 of 7+ Broker Relationship Manager jobs

Senior Broker Relationship Manager - Small Commercial
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Added 1w ago
Senior Broker Relationship Manager - Small Commercial
Travelers
Hartford, Connecticut
Business Strategy
Data Analytics
Data Science
$136k - $225k/yr
Hybrid
Bachelor's degree
10,000+

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Business Development Mgr of Broker Service
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Added 1w ago
Business Development Mgr of Broker Service
WSFS Bank
Philadelphia, Pennsylvania
Account Management
Inside Sales
Sales
$65k - $90k/yr
Bachelor's degree
1,001-5,000

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Broker Relationship Consultant, Employee Benefits (San Francisco Bay)
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Added 3w ago
Broker Relationship Consultant, Employee Benefits (San Francisco Bay)
AmWINS Group, Inc
San Jose, California
Business Strategy
Consulting & Professional Services
Strategy & Corporate Development
$160k - $180k/yr
Bachelor's degree
501-1,000

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Regional Director, National Relationship Group Broker Dealer
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Added 3mo ago
Regional Director, National Relationship Group Broker Dealer
Dimensional Fund Advisors
Charlotte, North Carolina
Business Development
Customer Service
Customer Success
Hybrid
Master's degree in business administration
501-1,000

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Broker Relationship Manager
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Added 4mo ago
Broker Relationship Manager
TriNet
Philadelphia, Pennsylvania
Business Analysis
Data Analytics
Data Science
Data Science & Analytics
$90k - $179k/yr
Bachelor's degree
1,001-5,000

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Broker Relationship Manager Job Market

Who's Hiring

TriNet3 open roles
Travelers1 open role
WSFS Bank1 open role

Top Industries Hiring

  • Human Resources

What Employers Look For

The qualifications that appear most often in broker relationship manager jobs.

  • Two or more years of experience in broker distribution, wholesaling, or financial services sales
  • Active FINRA Series 6 or Series 7 license, or state insurance producer license
  • Demonstrated ability to manage and grow a book of broker or agent relationships
  • Proficiency with CRM platforms to track broker activity and pipeline development
  • Strong presentation and communication skills for producer meetings and training events
  • Bachelor's degree in finance, business, or a related field preferred by most employers

Tips for Your Broker Relationship Manager Job Search

Tailor your resume to channel type

Wholesale, retail, and independent broker channels have different expectations. If you've worked in wholesale distribution, lead with production volume you've influenced and the number of broker relationships you managed, not generic sales metrics.

Apply early to roles that fit

Migrate Mate lists broker relationship manager openings from across the United States in one place, so you can find roles that match and apply directly to each listing.

Highlight licenses on your resume header

Series 6, Series 7, Series 63, or state insurance producer licenses are often screened before an interview is offered. Put active licenses in a dedicated line near the top so recruiters don't have to dig for them.

Target postings by carrier or distributor type

Job titles vary widely: some firms post this role as wholesaler, regional sales director, or partner development manager. Search those terms in addition to the standard title so you don't miss openings that match your background.

Prepare a territory or book-of-business story

Interviewers for broker relationship roles almost always ask how you built or maintained a broker network. Prepare a concise narrative covering which broker segments you focused on, how you prioritized outreach, and what results followed.

Negotiate territory scope, not just base pay

Broker relationship manager compensation is often tied to territory size and broker tier access. When you reach the offer stage, clarify which broker channels and production tiers fall within your scope before accepting, since that shapes your earning potential.

Broker Relationship Manager Jobs: Frequently Asked Questions

Which companies are hiring the most broker relationship managers?

TriNet, Travelers, and WSFS Bank are hiring the most broker relationship managers right now, with openings concentrated in Pennsylvania, Texas, and New York, based on current listings on Migrate Mate as of November 2026. Demand is especially active at insurance carriers, mortgage wholesalers, and wealth management distributors expanding their independent broker channels.

How many broker relationship manager jobs are remote?

About 100% of broker relationship manager openings are fully remote or hybrid as of November 2026, with fully in-person roles more common at regional carriers and community banks. Sub-areas like internal wholesaling and virtual producer support tend to have the highest share of remote-eligible positions within this role family.

How do you become a broker relationship manager?

Start by building a foundation in financial services, insurance, or mortgage sales, where you work directly with brokers or agents. Obtain the licenses relevant to your target sector, such as a Series 6, Series 7, or state insurance producer license. From there, move into an internal wholesaler or regional sales associate role to develop broker-facing skills before stepping into a full relationship management position.

Can you get a broker relationship manager job with little experience?

Yes, entry points exist through internal wholesaler, broker support specialist, or financial sales associate roles at carriers and distributors. Employers in this space often promote from within, so starting on a sales desk or in a customer-facing capacity within the same firm gives you a direct path to a broker-facing role without requiring a full book of business upfront.

What does the broker relationship manager interview process look like?

Most processes run three to four stages: an initial screen with HR or a talent team, a competency interview focused on your experience managing producer or broker relationships, and a panel or final interview with a regional or national sales leader. Many employers also include a territory planning or case-study exercise where you outline how you would prioritize and grow a broker segment, so prepare a structured approach in advance.

Where can I find and apply to broker relationship manager jobs?

You can find and apply to broker relationship manager jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your background and apply directly to each listing.

See All 7 Broker Relationship Manager Jobs

Find roles that match your experience and apply in just a few clicks.

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