Mid Level Customer Relationship Officer Jobs
Mid level customer relationship officer jobs go to professionals ready to own client portfolios, guide junior team members, and make relationship-driven decisions with limited oversight. Openings cover on-site, remote, and hybrid settings across Banking & Financial Services, Investment & Asset Management, and Fintech, with employers like JPMorganChase, KeyBank, and Truist hiring at this level now.
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Showing 5 of 145+ Mid Level Customer Relationship Officer jobs
Description
The Relationship Manager is an advocate for the Customer, an industry expert and contributes in meaningful ways to the broader Strategic Relationship Management team and Manulife John Hancock organization.
Position Responsibilities:
- Develop strategic, mutually beneficial relationships with advisors, TPAs, plan sponsors and the MJH team
- Establish self as a retirement plan leader within the region and as a source of creative solutions for advisors
- Maintain plan retention and contribute to profitable growth
- Identify and position the best MJH tools/resources to support key intermediaries ongoing service commitments to plan sponsors and eligible employees
- Work with intermediaries to ensure quality ongoing service related to plan design, investment selection, and ERISA compliance
- Identify plans that are up for RFP, facing competitive threats, or have had issues in service quality and implement a retention strategy
- Implement asset maximization and retention strategies that influence greater participation, increased deferral rates, and account consolidation
- Solicit opportunities during interactions with advisors
- Set expectations for ongoing service and serve as a point of contact
- Conduct plan reviews and business planning meetings
- Identify and address advisor or sponsor concerns and take corrective actions
- Create, maintain, and implement a territory business plan that optimizes retention and revenue growth
- Help advisors grow their book of business
- Schedule time in accordance with annual business plan with high-value advisors to support them in achieving their goals
How will you create impact?
This position works as a key member of a regional team to achieve retirement plan retention, growth in revenue and assets through informed and loyal advisors, sponsors, and participants. The book of business is concentrated on clients between $15M and $50M in AUM (Corporate market, DC, DB, NQ). This role is "work from home" but covering Arizona, New Mexico, and S. California.
Required Qualifications:
- Three to five years of similar experience
- Life insurance and variable licenses as determined for territory
- Industry designations such as AIF, APA, APR, ChFC, CLU, CEBS, CFA, CFP, QKA, QPA, QPFC, RIA are a plus
- FINRA Series 6 and 63; or ability to obtain within 6 months of hire
- Passion for contributing to a team with a positive attitude
- Driven by practical results, opportunities to offer new ideas and methods, play a supporting role, and opportunities to assist others with intention
- Superior business insight related to retirement plan products, the industry and the competitive landscape preferred
When you join our team:
- We’ll empower you to learn and grow the career you want.
- We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we’ll support you in shaping the future you want to see
The role being advertised is an existing vacancy.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com.
Referenced Salary Location
USA, Arizona - Full Time Remote
Working Arrangement
Remote
Base salary range is expected to be between
$122,325.00 USD - $212,030.00 USD
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.
Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.
Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify
Company: John Hancock Life Insurance Company (U.S.A.)
Description
The Relationship Manager is an advocate for the Customer, an industry expert and contributes in meaningful ways to the broader Strategic Relationship Management team and Manulife John Hancock organization.
Position Responsibilities:
- Develop strategic, mutually beneficial relationships with advisors, TPAs, plan sponsors and the MJH team
- Establish self as a retirement plan leader within the region and as a source of creative solutions for advisors
- Maintain plan retention and contribute to profitable growth
- Identify and position the best MJH tools/resources to support key intermediaries ongoing service commitments to plan sponsors and eligible employees
- Work with intermediaries to ensure quality ongoing service related to plan design, investment selection, and ERISA compliance
- Identify plans that are up for RFP, facing competitive threats, or have had issues in service quality and implement a retention strategy
- Implement asset maximization and retention strategies that influence greater participation, increased deferral rates, and account consolidation
- Solicit opportunities during interactions with advisors
- Set expectations for ongoing service and serve as a point of contact
- Conduct plan reviews and business planning meetings
- Identify and address advisor or sponsor concerns and take corrective actions
- Create, maintain, and implement a territory business plan that optimizes retention and revenue growth
- Help advisors grow their book of business
- Schedule time in accordance with annual business plan with high-value advisors to support them in achieving their goals
How will you create impact?
This position works as a key member of a regional team to achieve retirement plan retention, growth in revenue and assets through informed and loyal advisors, sponsors, and participants. The book of business is concentrated on clients between $15M and $50M in AUM (Corporate market, DC, DB, NQ). This role is "work from home" but covering Arizona, New Mexico, and S. California.
Required Qualifications:
- Three to five years of similar experience
- Life insurance and variable licenses as determined for territory
- Industry designations such as AIF, APA, APR, ChFC, CLU, CEBS, CFA, CFP, QKA, QPA, QPFC, RIA are a plus
- FINRA Series 6 and 63; or ability to obtain within 6 months of hire
- Passion for contributing to a team with a positive attitude
- Driven by practical results, opportunities to offer new ideas and methods, play a supporting role, and opportunities to assist others with intention
- Superior business insight related to retirement plan products, the industry and the competitive landscape preferred
When you join our team:
- We’ll empower you to learn and grow the career you want.
- We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we’ll support you in shaping the future you want to see
The role being advertised is an existing vacancy.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com.
Referenced Salary Location
USA, Arizona - Full Time Remote
Working Arrangement
Remote
Base salary range is expected to be between
$122,325.00 USD - $212,030.00 USD
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.
Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.
Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify
Company: John Hancock Life Insurance Company (U.S.A.)
See All 145+ Mid Level Customer Relationship Officer Jobs
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Find JobsMid Level Customer Relationship Officer Job Market
Who's Hiring
- JPMorganChase40
- KeyBank9
- Truist6
- Regions Bank6
- PNC Financial Services5
Top Industries Hiring
- Banking & Financial Services97
- Investment & Asset Management36
- Fintech27
- Technology & Software4
- Consulting & Professional Services3
Mid Level Customer Relationship Officer Jobs: Frequently Asked Questions
How do I get a mid level customer relationship officer job?
Position your experience around ownership, not just task completion. Highlight accounts you managed end to end, retention outcomes you influenced, and any cross-functional work you led. Applications that show you resolved complex client issues independently and improved relationship metrics consistently stand out more than those that simply list responsibilities. Tailor your resume to match the scope language in each job posting.
Which companies hire mid level customer relationship officers?
Companies hiring mid level customer relationship officers right now include JPMorganChase, KeyBank, and Truist, based on current listings on Migrate Mate as of November 2026. At this level, hiring tends to come from financial services firms, enterprise software companies, and regional banks that need experienced professionals to manage ongoing client relationships with real accountability.
Are there remote mid level customer relationship officer jobs?
Yes, though availability varies by industry and employer. About 24% of mid level customer relationship officer openings are remote or hybrid as of November 2026, with hybrid arrangements being more common since the role often involves periodic in-person client interaction. Fully remote positions tend to appear more frequently at technology companies and national financial services organizations.
How do I move up to a mid level customer relationship officer role?
Moving into a mid level customer relationship officer role requires building a record of independent client management and measurable impact over your first few years. Focus on expanding the complexity of accounts you handle, taking initiative on retention strategies, and demonstrating that you can resolve client escalations without close supervision. Consistent results on renewals, satisfaction scores, or portfolio growth are the clearest signals of readiness.
Which industries hire the most mid level customer relationship officers?
Mid Level customer relationship officer roles concentrate in Banking & Financial Services, Investment & Asset Management, and Fintech, based on current listings on Migrate Mate as of November 2026. These sectors rely heavily on long-term client retention and recurring revenue, which creates sustained demand for mid level professionals who can manage relationships with the depth and consistency that junior staff are not yet positioned to provide.