Preferred Relationship Manager Jobs
Preferred Relationship Manager jobs are open across banking, wealth management, insurance, and fintech, from associate to senior and director levels, with specializations in private banking, high-net-worth client services, and commercial lending. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 50+ Preferred Relationship Manager jobs
Make banking a Fifth Third better®
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
A sales position responsible for the acquisition, growth, and retention of bank customers, with specific focus on our Preferred Program customers and mass affluent prospects. Proactively contact and service customers in the sales and service of bank products, conduct needs-based assessment of the prospective and existing client base, and engage partners to fulfill client financial needs. Utilize and promote the Retail Consultative Sales process, using the prescribed tools and partnering with the financial center team for referral activity. Work closely with internal sales partners to increase referral opportunities and provide needs-based solutions to the customer. Work closely with customers to retain and grow current and next generation wealth.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Execute on retail strategies and tactics to increase the Preferred Program households, fulfill customer needs, provide an excellent customer experience, while removing roadblocks to achieve goals.
- Build deep relationships with customers to earn status as trusted advisor by leveraging our consultative sales and service process.
- Demonstrate ability to simplify and communicate complex financial concepts.
- Maintain the sales and service environment by actively participate in financial center huddles and meetings to support the sales and motivational activities. Provide guidance to the Financial Center team in the referral/sales process with a specific focus on Preferred customers.
- Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs.
- Consistently meet or exceed brokerage sales and referral goals as set by management, working in partnership with Investment Executive.
- Initiate and maintain customer and prospect contact through a variety of methods, including but not limited to customer interaction in the financial center, telemarketing, and leading and/or participating in various seminars and community events. Keep current on activity within business industry and economic environment to enhance ability for anticipated needs of the customer, and proactively providing new solutions for current and future financial needs.
SUPERVISORY RESPONSIBILITIES: None
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
- College degree or equivalent combination of education and experience required.
- Experience in a sales environment; experience in financial industry
- Pass consultative selling skills certification and complete ongoing educational requirements as prescribed.
- Series 6, 63 and insurance licenses required.
- Series 65 must be obtained within 90 calendar days of hire with a maximum of two attempts within the 90 calendar day period.
- Have demonstrated ability to build and maintain a revenue-producing book of business, utilizing internal and external sources of customers, in the mass affluent segment.
- Position involves contact with the public, necessitating the ability to present a professional image.
- This role may work with one or more FCs, which will require some local travelling. This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System ("NMLS").
WORKING CONDITIONS:
- Normal office environment.
- Extending viewing of computer screens.
- Occasional local and overnight travel as required.
#LI-JS1
Preferred Relationship Manager
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
LOCATION - Muskegon, Michigan 49441Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Make banking a Fifth Third better®
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
A sales position responsible for the acquisition, growth, and retention of bank customers, with specific focus on our Preferred Program customers and mass affluent prospects. Proactively contact and service customers in the sales and service of bank products, conduct needs-based assessment of the prospective and existing client base, and engage partners to fulfill client financial needs. Utilize and promote the Retail Consultative Sales process, using the prescribed tools and partnering with the financial center team for referral activity. Work closely with internal sales partners to increase referral opportunities and provide needs-based solutions to the customer. Work closely with customers to retain and grow current and next generation wealth.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Execute on retail strategies and tactics to increase the Preferred Program households, fulfill customer needs, provide an excellent customer experience, while removing roadblocks to achieve goals.
- Build deep relationships with customers to earn status as trusted advisor by leveraging our consultative sales and service process.
- Demonstrate ability to simplify and communicate complex financial concepts.
- Maintain the sales and service environment by actively participate in financial center huddles and meetings to support the sales and motivational activities. Provide guidance to the Financial Center team in the referral/sales process with a specific focus on Preferred customers.
- Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs.
- Consistently meet or exceed brokerage sales and referral goals as set by management, working in partnership with Investment Executive.
- Initiate and maintain customer and prospect contact through a variety of methods, including but not limited to customer interaction in the financial center, telemarketing, and leading and/or participating in various seminars and community events. Keep current on activity within business industry and economic environment to enhance ability for anticipated needs of the customer, and proactively providing new solutions for current and future financial needs.
SUPERVISORY RESPONSIBILITIES: None
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
- College degree or equivalent combination of education and experience required.
- Experience in a sales environment; experience in financial industry
- Pass consultative selling skills certification and complete ongoing educational requirements as prescribed.
- Series 6, 63 and insurance licenses required.
- Series 65 must be obtained within 90 calendar days of hire with a maximum of two attempts within the 90 calendar day period.
- Have demonstrated ability to build and maintain a revenue-producing book of business, utilizing internal and external sources of customers, in the mass affluent segment.
- Position involves contact with the public, necessitating the ability to present a professional image.
- This role may work with one or more FCs, which will require some local travelling. This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System ("NMLS").
WORKING CONDITIONS:
- Normal office environment.
- Extending viewing of computer screens.
- Occasional local and overnight travel as required.
#LI-JS1
Preferred Relationship Manager
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
LOCATION - Muskegon, Michigan 49441Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Preferred Relationship Manager Jobs by Experience Level
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Find JobsPreferred Relationship Manager Job Market
Who's Hiring
- Fifth Third Bank13
- Bank of America8
- TD5
- Associated Bank5
- Truist4
Top Industries Hiring
- Banking & Financial Services
What Employers Look For
The qualifications that appear most often in preferred relationship manager jobs.
- Bachelor's degree in finance, business, or a related field required
- 3 to 7 years of experience in relationship management or private banking
- Active Series 6, 7, 63, or 65 securities licenses
- Proven ability to manage and grow a high-net-worth client portfolio
- Proficiency with CRM platforms and client reporting tools
- Strong consultative sales and client retention skills
Tips for Your Preferred Relationship Manager Job Search
Quantify your client portfolio on your resume
Hiring managers for preferred relationship manager roles want to see portfolio size, assets under management, and retention figures, not just responsibilities. Replace vague descriptions with concrete outcomes that show how you grew and retained a book of business.
Highlight your Series licenses upfront
Many preferred relationship manager postings require Series 6, 7, 63, or 65 licenses. List them in a dedicated credentials section near the top of your resume so reviewers don't have to hunt for them, especially when applicant tracking systems screen for exact terms.
Apply early to roles that fit
Migrate Mate lists preferred relationship manager openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings that match your client tier
Preferred relationship manager roles split sharply between mass-affluent, high-net-worth, and ultra-high-net-worth client segments. Filter your search by these terms so you apply to roles where your existing client experience directly maps to the employer's target segment.
Prepare a client scenario for your interview
Interviewers at banks and wealth firms almost always ask how you handled a dissatisfied client or retained an at-risk account. Walk in with a specific, structured story that covers the situation, your actions, and the measurable outcome you delivered.
Negotiate total compensation, not just base pay
Preferred relationship manager offers typically include a base salary plus a bonus tied to assets under management or revenue generated. Before accepting, clarify the bonus structure, ramp timeline, and whether an existing book of business transfers with you.
Preferred Relationship Manager Jobs: Frequently Asked Questions
Which companies are hiring the most preferred relationship managers?
The most active employers for preferred relationship managers right now are Fifth Third Bank, Bank of America, and TD, and the most openings are in Texas, Michigan, and Wisconsin, based on current listings on Migrate Mate as of November 2026. National banks, regional financial institutions, and independent wealth management firms consistently post the highest volume of these roles.
How do you become a preferred relationship manager?
Start by earning a bachelor's degree in finance, business, or economics, then build two to four years in a client-facing banking or financial services role such as personal banker or financial advisor. Obtain the securities licenses your target segment requires, demonstrate a history of growing client relationships, and position yourself for preferred or private banking teams through internal mobility or targeted applications.
Can you get hired as a preferred relationship manager with little experience?
Some banks and credit unions hire candidates with one to two years of retail banking or financial services experience into associate-level preferred relationship manager roles, particularly if you hold relevant licenses and can show strong client service results. Emphasize any experience managing a client book, cross-selling financial products, or retaining accounts under pressure, since those outcomes signal readiness for the role even without a lengthy title history.
What does the preferred relationship manager interview process look like?
Most employers run two to four rounds: an initial screening call with HR, a competency-based interview with the hiring manager focused on client scenarios and sales methodology, and often a final panel with a branch director or regional manager. Some firms add a written case study asking you to outline a retention or growth strategy for a sample client profile before the final round.
Where can I find and apply to preferred relationship manager jobs?
You can find and apply to preferred relationship manager jobs on Migrate Mate, which lists current openings from across the United States in one place. Search the roles available, find the ones that match your experience and target segment, and apply directly to each listing that fits.
See All 50 Preferred Relationship Manager Jobs
Find roles that match your experience and apply in just a few clicks.
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