Premier Relationship Manager Jobs
Premier Relationship Manager jobs are open across banking, wealth management, insurance, and fintech, from associate to senior and director levels, with specializations in high-net-worth client services, private banking, and commercial portfolio management. Scan the live roles below and apply to whichever ones fit.
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At First Citizens Bank, we believe meaningful careers are built through meaningful relationships. For more than 125 years, we've supported our clients, communities and colleagues through a culture rooted in connection, collaboration and long-term success.
This position can be filled as licensed or non-licensed.
- Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank. Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
- Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
- Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.
Position Specific Skills:
- Application of a structured sales process
- Providing financial guidance and expertise
- Financial literacy
- Financial analysis
- Credit underwriting
- Knowledge of retail banking products and services
- Business development
- Financial plan conversations
- Knowledge of securities products and services
Qualifications:
Minimum Required Education and Experience: Bachelor's Degree and 4 years' experience OR High School Diploma or GED/Equivalent and 8 years' experience in Financial services relationship management, retail banking, private banking, or wealth management; or 1+ years in a PRBI role at First Citizens
Preferred Area of Experience:2+ years in a licensed role
Required Licenses or Certifications: Must complete federal registration and annual renewal as required by the SAFE Act. - ;Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. Must have or obtain Series 6 or 7, 63 and state specific life insurance licenses within 120 days of hire.
At First Citizens Bank, we believe meaningful careers are built through meaningful relationships. For more than 125 years, we've supported our clients, communities and colleagues through a culture rooted in connection, collaboration and long-term success.
This position can be filled as licensed or non-licensed.
- Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank. Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
- Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
- Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.
Position Specific Skills:
- Application of a structured sales process
- Providing financial guidance and expertise
- Financial literacy
- Financial analysis
- Credit underwriting
- Knowledge of retail banking products and services
- Business development
- Financial plan conversations
- Knowledge of securities products and services
Qualifications:
Minimum Required Education and Experience: Bachelor's Degree and 4 years' experience OR High School Diploma or GED/Equivalent and 8 years' experience in Financial services relationship management, retail banking, private banking, or wealth management; or 1+ years in a PRBI role at First Citizens
Preferred Area of Experience:2+ years in a licensed role
Required Licenses or Certifications: Must complete federal registration and annual renewal as required by the SAFE Act. - ;Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. Must have or obtain Series 6 or 7, 63 and state specific life insurance licenses within 120 days of hire.
Premier Relationship Manager Jobs by Experience Level
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Find JobsPremier Relationship Manager Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in premier relationship manager jobs.
- Three to seven years of experience managing high-net-worth or commercial client relationships
- Active Series 6, Series 7, or Series 65 securities license preferred or required
- Demonstrated ability to grow and retain a book of business
- Proficiency with CRM platforms and banking or wealth management software
- Bachelor's degree in finance, business administration, or a related field
- CFP, CFA, or comparable professional certification for senior-level roles
Tips for Your Premier Relationship Manager Job Search
Quantify your client portfolio impact
Hiring managers for premier relationship manager roles want to see the size of the book of business you managed and how it grew. Replace vague claims with figures like assets under management, client retention rates, and revenue generated from your portfolio.
Tailor your resume to each segment
Premier relationship manager postings split sharply between high-net-worth individuals, commercial clients, and small-business owners. Match your resume language to the segment the employer focuses on, because a wealth management team and a commercial banking team read the same title very differently.
Highlight relevant licenses and certifications
Many postings require or prefer Series 6, Series 7, Series 65, or CFP credentials. List every active license prominently, including the issuing body and status, so recruiters can confirm compliance eligibility before the first call.
Apply early to roles that fit
Migrate Mate lists premier relationship manager openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare relationship-deepening stories for interviews
Interviewers for this role almost always ask how you expanded a client relationship or recovered a client at risk. Prepare two or three specific examples with context, the action you took, and the measurable outcome, because generic answers eliminate candidates quickly.
Negotiate total compensation, not just base pay
Premier relationship manager offers typically include a production bonus or incentive tied to portfolio growth. Before accepting, clarify the bonus structure, any clawback provisions, and whether the book of business transfers with you if you leave.
Premier Relationship Manager Jobs: Frequently Asked Questions
Which companies are hiring the most premier relationship managers?
U.S. Bank, First Citizens Bank, and BOK Financial are hiring the most premier relationship managers right now, with openings concentrated in Missouri, North Carolina, and Washington, based on current listings on Migrate Mate as of November 2026. Financial services firms, regional banks, and wealth management companies consistently post the highest volume of these roles.
How many premier relationship manager jobs are remote?
About 0% of premier relationship manager openings are fully remote or hybrid as of November 2026, with remote arrangements most common in roles focused on digital banking clients or virtual wealth management. Client-facing roles tied to a physical branch or private banking center are more likely to require in-office presence.
How do you become a premier relationship manager?
Start in a client-facing banking or financial services role, such as personal banker, financial advisor associate, or customer relationship officer, to build foundational skills in needs assessment and product cross-selling. Pursue relevant securities licenses and work toward a CFP or CFA credential. Move into portfolio management responsibilities as you demonstrate consistent client retention and revenue growth, then apply for premier relationship manager openings that match your client segment experience.
Can you get hired as a premier relationship manager without direct experience?
Some employers will consider candidates from adjacent roles, particularly those with strong sales performance in financial services, insurance, or private banking support functions. Emphasize client-facing accomplishments, any exposure to managing account portfolios, and your progression toward required licenses. Targeting smaller regional banks or credit unions is often a more realistic entry point than large national institutions, which typically require a proven book of business.
What does the premier relationship manager interview process look like?
The process usually begins with a phone screen focused on your client relationship experience and licensing status, followed by one or two panel interviews with branch leadership or the hiring manager. Expect behavioral questions about how you have grown a portfolio, handled a dissatisfied client, and prioritized competing demands. Some employers add a case study or role-play exercise where you demonstrate how you would approach a client discovery or needs-assessment conversation.
Where can I find and apply to premier relationship manager jobs?
You can find and apply to premier relationship manager jobs on Migrate Mate, which lists current openings from across the United States. Search the roles available, find the ones that match your experience and target segment, and apply directly to each listing that fits.
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