Private Client Relationship Manager Jobs
Private Client Relationship Manager jobs are open from associate to senior director level across private banking, wealth management, and financial services, with specializations in high-net-worth client advisory, portfolio servicing, and trust and estate relationships. Scan the live roles below and apply to whichever ones fit.
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Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
The Private Client Relationship Manager will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with producers on prospective marketing initiatives. Additionally, this role will help to educate clients regarding their protection limitations and opportunities and help drive enterprise growth through cross-sell and up-sell initiatives.
Primary Responsibilities and Duties:
- Building and maintaining constructive and effective relationships with internal and external clients by meeting and exceeding service expectations for assigned book of business
- Actively service and retain existing accounts to mitigate client risk and exposure
- Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files in agency management system
- Respond to client inquiries, service requests and claims issues within established timelines
- Participating in the retention of renewal business
- Execute coverage analysis: enlist assistance of other departments when applicable, notify client of coverage gaps, provide client with quotations for additional coverages, and document our proposal in addition to client’s acceptance/declination in agency management system
- Interact with Producers and PCS Leaders to make coverage recommendations and engage in account rounding activities
- Market, analyze, negotiate and prepare carrier renewals, including alternative renewal options
- All other duties assigned by PCS Regional Leader as needed
Requirements and Qualifications:
- 5+ years’ Personal Lines client management experience
- Valid P&C brokers’ license
- College degree preferred
- Industry specific designations preferred- CAPI, CPRIA, CIC or similar
- Proficient in insurance agency management systems: AMS 360, WorkSmart and EPIC preferred
- Extensive knowledge of Private Client underwriting, coverage and procedures
- Ability to clearly articulate these products/coverages to clients and underwriters
- Understanding of marketplace trends and best practices to best meet clients’ needs
- Possess excellent verbal and written communication skills
- Demonstrate proficiency in computer applications, especially Microsoft Office Suite
- Flexible and able to work effectively under pressure; handling multiple tasks with interruptions and changing priorities
- Exceptional organization and time-management skills
Pay Range
$90,000 - $100,000 AnnualThe pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
- Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
- Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
Recruiting Vendor Disclosure Statement
Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.
The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
The Private Client Relationship Manager will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with producers on prospective marketing initiatives. Additionally, this role will help to educate clients regarding their protection limitations and opportunities and help drive enterprise growth through cross-sell and up-sell initiatives.
Primary Responsibilities and Duties:
- Building and maintaining constructive and effective relationships with internal and external clients by meeting and exceeding service expectations for assigned book of business
- Actively service and retain existing accounts to mitigate client risk and exposure
- Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files in agency management system
- Respond to client inquiries, service requests and claims issues within established timelines
- Participating in the retention of renewal business
- Execute coverage analysis: enlist assistance of other departments when applicable, notify client of coverage gaps, provide client with quotations for additional coverages, and document our proposal in addition to client’s acceptance/declination in agency management system
- Interact with Producers and PCS Leaders to make coverage recommendations and engage in account rounding activities
- Market, analyze, negotiate and prepare carrier renewals, including alternative renewal options
- All other duties assigned by PCS Regional Leader as needed
Requirements and Qualifications:
- 5+ years’ Personal Lines client management experience
- Valid P&C brokers’ license
- College degree preferred
- Industry specific designations preferred- CAPI, CPRIA, CIC or similar
- Proficient in insurance agency management systems: AMS 360, WorkSmart and EPIC preferred
- Extensive knowledge of Private Client underwriting, coverage and procedures
- Ability to clearly articulate these products/coverages to clients and underwriters
- Understanding of marketplace trends and best practices to best meet clients’ needs
- Possess excellent verbal and written communication skills
- Demonstrate proficiency in computer applications, especially Microsoft Office Suite
- Flexible and able to work effectively under pressure; handling multiple tasks with interruptions and changing priorities
- Exceptional organization and time-management skills
Pay Range
$90,000 - $100,000 AnnualThe pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
- Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
- Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
Recruiting Vendor Disclosure Statement
Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.
The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
Private Client Relationship Manager Jobs by Experience Level
See All 48 Private Client Relationship Manager Jobs
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Find JobsPrivate Client Relationship Manager Job Market
Who's Hiring
- JPMorganChase13
- Citizens12
- First Horizon Bank7
- TMP - Boston - Citizens Bank- Perengo4T
- Morgan Stanley3
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Fintech
What Employers Look For
The qualifications that appear most often in private client relationship manager jobs.
- Bachelor's degree in finance, business, or a related field
- Series 7 and Series 66 or Series 65 licenses required or expected
- Proven experience managing high-net-worth or ultra-high-net-worth client relationships
- Proficiency with CRM platforms and portfolio management systems
- CFP, CFA, or CIMA designation preferred for senior roles
- Strong consultative sales ability and client retention record
Tips for Your Private Client Relationship Manager Job Search
Quantify your book of business
Hiring managers for this role want to see the value of client assets you managed and your retention rate, not just titles. Replace vague responsibilities with figures like assets under management or number of households served to stand out immediately.
Highlight relevant licenses upfront
Series 7, Series 65, Series 66, or CFP credentials belong in your resume header, not buried in a skills section. Recruiters screening private client roles filter by licensure first, so make yours impossible to miss before they read a single bullet.
Target firms by client segment
Ultra-high-net-worth boutiques, regional trust companies, and large wirehouse private banking divisions each hire for different client profiles. Match your language to the segment the firm serves so your resume reads as a natural fit, not a generic application.
Apply early to roles that fit
Migrate Mate lists private client 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 for discovery-style interviews
Interviewers at private client firms often run conversations that mirror how you would probe a prospective client's goals and concerns. Practice delivering your background through questions and listening, not a rehearsed pitch, so the conversation feels natural.
Negotiate total compensation, not just base
Private client roles frequently include trailing commissions, deferred compensation, and client transition packages that dwarf base salary. Before accepting an offer, ask specifically how the grid or payout structure works for the book you would be managing.
Private Client Relationship Manager Jobs: Frequently Asked Questions
Which companies are hiring the most private client relationship managers?
The most active employers for private client relationship managers right now are JPMorganChase, Citizens, and First Horizon Bank, and the most openings are in Massachusetts, Florida, and California, based on current listings on Migrate Mate as of November 2026. Demand tends to concentrate at large wealth management firms, regional banks with private banking divisions, and independent registered investment advisors.
How many private client relationship manager jobs are remote?
About 17% of private client relationship manager openings are fully remote or hybrid as of November 2026, reflecting the relationship-driven nature of the role. Sub-areas like portfolio service support and financial planning analysis tend to offer more remote flexibility, while client-facing advisory and business development roles most commonly require in-person presence.
How do you become a private client relationship manager?
Start by earning a bachelor's degree in finance, business, or economics and obtaining your Series 7 and Series 65 or 66 licenses. Build foundational experience in retail banking, brokerage, or financial planning before transitioning to a junior private client role. Pursuing a CFP or CFA designation accelerates advancement. Building a reputation for client retention and referral generation is what moves most people into senior positions.
Can you get hired as a private client relationship manager with little experience?
Entry points do exist, typically as a client associate, relationship associate, or private banking analyst supporting a senior manager's existing book. Firms use these roles to train candidates on their platforms and client service standards before giving them direct ownership. Obtaining your Series licenses before applying and demonstrating comfort with affluent clients in any prior service role strengthens your case considerably.
What does the private client relationship manager interview process look like?
Most firms run a phone screen focused on licensing and client experience, followed by one or two rounds with the hiring manager and a team lead. A case or scenario exercise is common, asking you to walk through how you would onboard a new client or handle a dissatisfied one. Final rounds at larger firms often include a panel with compliance, a branch manager, or a regional director.
Where can I find and apply to private client relationship manager jobs?
You can find and apply to private client relationship manager jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your experience level and specialization, then apply directly to each listing that fits your background and target market.
See All 48 Private Client Relationship Manager Jobs
Find roles that match your experience and apply in just a few clicks.
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