Relationship Manager Jobs in California
Relationship Manager jobs in California are among the most active in the country, concentrated in banking and financial services, wealth management, commercial lending, and technology client success, with openings at every level from associate to senior director. The largest hiring hubs are San Francisco, Los Angeles, and San Diego, where institutions like Wells Fargo, Bank of America, and JPMorgan Chase have long-established California operations. The most in-demand specializations are private banking, commercial real estate lending, and enterprise client success for SaaS companies headquartered in the Bay Area. Find a role that fits below and apply directly.
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Showing 5 of 269+ Relationship Manager jobs
Make a Difference Where It Matters Most
At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity. Our solutions-based service, paired with best-in-class talent, sets us apart in the market, but it’s trust that defines who we are. It's our gold standard, the currency we trade in, and the foundation of every decision we make.
We’re looking for leaders who want more than a title. We’re looking for team players who want to make an impact. If you're driven to lead with purpose, ready to shape the future and have meaningful impact at a relationship-centered bank, CalPrivate Bank may be the place for you.
Your Opportunity: Relationship Manager
The Relationship Manager is responsible for developing, managing, and expanding relationships with high-net-worth clients, privately held businesses, real estate investors, and professional service firms. This role provides tailored credit and deposit solutions, oversees portfolio performance, identifies cross-sell opportunities, and acts as a strategic advisor to clients through a relationship-driven and consultative approach. The RM partners with credit, operations, and product specialists to ensure each client receives holistic, well-coordinated financial solutions that support their objectives.
By driving new business development, deepening existing relationships, and maintaining strong credit quality, the Relationship Manager plays a direct and measurable role in advancing departmental and organizational growth. Their ability to build trust, cultivate long-term partnerships, and deliver customized financial guidance enhances revenue generation, strengthens market presence, and contributes to the Bank’s overall strategic goals. This role is central to shaping the client experience and ensuring CalPrivate remains a preferred partner for sophisticated clients seeking high-touch, relationship-focused banking services.
What You’ll Do
- Develop, deepen and retain relationships with high-net-worth clients, privately held businesses, professional service firms, and real estate investors through a proactive, consultative engagement model aligned with CalPrivate’s high-touch service standards, and Formula for Success.
- Drive portfolio growth by identifying new business opportunities, expanding existing client relationships, and delivering tailored credit, deposit and treasury solutions that support client success and contribute to overall revenue goals.
- Oversee portfolio health and risk management, including credit quality, loan performance, and client onboarding, ensuring compliance with internal policies and regulatory requirements while maintaining a strong, balanced portfolio.
- Strengthen internal collaboration by partnering closely with Credit Administration, Operations, Client Services, Treasury, and Compliance to deliver seamless client experiences and ensure timely, coordinated execution of client needs.
- Works with business development staff, lenders and underwriters to structure loans.
- Responds to client inquires in professional and knowledgeable manner. Perform other duties as assigned or needed.
- Demonstrates leadership across the Bank through mentorship, cross-departmental influence, and active participation in business initiatives, promoting a relationship-centric culture and supporting CalPrivate’s strategic growth vision.
- This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program.
Who You Are
Experience & Expertise
- 5+ years of progressive experience in commercial banking, emphasizing business development, relationship management, portfolio management, and sales.
- Ability to effectively sell bank products and services. Possesses credibility and professionalism when working clients.
- Ability to close business.
- Strong background in loan structuring, risk identification, cash flow analysis, collateral analysis, and problem loan resolution.
- Strong analytical, organizational, and communication skills, with the ability to influence and align across markets and departments.
- Proven success in reinforcing a disciplined, performance-driven credit culture.
- Bachelor’s degree in Business, Finance, or related field preferred.
Mindset & Values
- You lead with accountability, integrity, and consistency.
- You thrive in a collaborative environment where transparency and follow-through matter.
- You model professionalism, calm under pressure, and a solutions-oriented mindset.
- You embrace data-driven decision-making while maintaining a client-first perspective.
- You embody CalPrivate’s culture, heart for client, excellence in service, and deep commitment to the Bank and its people.
- Requires 50% travel in order to support clients, cultivate business development opportunities and meeting with prospects.
- Ability to sit or stand for extended periods of time.
- Ability to physically use a keyboard/mouse
- Ability to walk to and from workstations
- Ability to frequently lift and/or move up to 10lbs and occasionally lift and/or move up to 50 pounds.
- Specific vision abilities required by this job include close vision and ability to adjust focus
Why CalPrivate Bank?
This isn’t just another bank job. At CalPrivate Bank, you will be part of something bigger. Our day-to-day operations and projects don’t just impact a balance sheet, they influence real people, real businesses, and the communities we proudly serve. We are guided by our commitment to relationships, solutions, and trust. And we’re building a team of people who reflect those values in everything they do.
If you’re looking for a place where your work will matter, your ideas will be valued, and your growth will be supported, welcome to CalPrivate Bank! Ready to lead with purpose?
Make a Difference Where It Matters Most
At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity. Our solutions-based service, paired with best-in-class talent, sets us apart in the market, but it’s trust that defines who we are. It's our gold standard, the currency we trade in, and the foundation of every decision we make.
We’re looking for leaders who want more than a title. We’re looking for team players who want to make an impact. If you're driven to lead with purpose, ready to shape the future and have meaningful impact at a relationship-centered bank, CalPrivate Bank may be the place for you.
Your Opportunity: Relationship Manager
The Relationship Manager is responsible for developing, managing, and expanding relationships with high-net-worth clients, privately held businesses, real estate investors, and professional service firms. This role provides tailored credit and deposit solutions, oversees portfolio performance, identifies cross-sell opportunities, and acts as a strategic advisor to clients through a relationship-driven and consultative approach. The RM partners with credit, operations, and product specialists to ensure each client receives holistic, well-coordinated financial solutions that support their objectives.
By driving new business development, deepening existing relationships, and maintaining strong credit quality, the Relationship Manager plays a direct and measurable role in advancing departmental and organizational growth. Their ability to build trust, cultivate long-term partnerships, and deliver customized financial guidance enhances revenue generation, strengthens market presence, and contributes to the Bank’s overall strategic goals. This role is central to shaping the client experience and ensuring CalPrivate remains a preferred partner for sophisticated clients seeking high-touch, relationship-focused banking services.
What You’ll Do
- Develop, deepen and retain relationships with high-net-worth clients, privately held businesses, professional service firms, and real estate investors through a proactive, consultative engagement model aligned with CalPrivate’s high-touch service standards, and Formula for Success.
- Drive portfolio growth by identifying new business opportunities, expanding existing client relationships, and delivering tailored credit, deposit and treasury solutions that support client success and contribute to overall revenue goals.
- Oversee portfolio health and risk management, including credit quality, loan performance, and client onboarding, ensuring compliance with internal policies and regulatory requirements while maintaining a strong, balanced portfolio.
- Strengthen internal collaboration by partnering closely with Credit Administration, Operations, Client Services, Treasury, and Compliance to deliver seamless client experiences and ensure timely, coordinated execution of client needs.
- Works with business development staff, lenders and underwriters to structure loans.
- Responds to client inquires in professional and knowledgeable manner. Perform other duties as assigned or needed.
- Demonstrates leadership across the Bank through mentorship, cross-departmental influence, and active participation in business initiatives, promoting a relationship-centric culture and supporting CalPrivate’s strategic growth vision.
- This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program.
Who You Are
Experience & Expertise
- 5+ years of progressive experience in commercial banking, emphasizing business development, relationship management, portfolio management, and sales.
- Ability to effectively sell bank products and services. Possesses credibility and professionalism when working clients.
- Ability to close business.
- Strong background in loan structuring, risk identification, cash flow analysis, collateral analysis, and problem loan resolution.
- Strong analytical, organizational, and communication skills, with the ability to influence and align across markets and departments.
- Proven success in reinforcing a disciplined, performance-driven credit culture.
- Bachelor’s degree in Business, Finance, or related field preferred.
Mindset & Values
- You lead with accountability, integrity, and consistency.
- You thrive in a collaborative environment where transparency and follow-through matter.
- You model professionalism, calm under pressure, and a solutions-oriented mindset.
- You embrace data-driven decision-making while maintaining a client-first perspective.
- You embody CalPrivate’s culture, heart for client, excellence in service, and deep commitment to the Bank and its people.
- Requires 50% travel in order to support clients, cultivate business development opportunities and meeting with prospects.
- Ability to sit or stand for extended periods of time.
- Ability to physically use a keyboard/mouse
- Ability to walk to and from workstations
- Ability to frequently lift and/or move up to 10lbs and occasionally lift and/or move up to 50 pounds.
- Specific vision abilities required by this job include close vision and ability to adjust focus
Why CalPrivate Bank?
This isn’t just another bank job. At CalPrivate Bank, you will be part of something bigger. Our day-to-day operations and projects don’t just impact a balance sheet, they influence real people, real businesses, and the communities we proudly serve. We are guided by our commitment to relationships, solutions, and trust. And we’re building a team of people who reflect those values in everything they do.
If you’re looking for a place where your work will matter, your ideas will be valued, and your growth will be supported, welcome to CalPrivate Bank! Ready to lead with purpose?
See All 269+ Relationship Manager Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find Relationship Manager JobsRelationship Manager Jobs by City in California
Where California roles are concentrated, by current openings.
Relationship Manager Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring
- JPMorganChase31
- East West Bank13
- Bank of America10
- BMO Financial10
- GHD8
Top Industries Hiring
- Banking & Financial Services24
- Investment & Asset Management15
- Fintech9
- Consulting & Professional Services8
- Technology & Software6
What California Employers Look For
The qualifications that appear most often in relationship manager jobs across California.
- Bachelor's degree in business, finance, or a related field required
- FINRA Series 7 or Series 65 license preferred for investment-related relationship manager roles
- Three or more years of client-facing experience in banking or financial services
- Proven ability to manage and grow a portfolio of commercial or retail accounts
- Strong knowledge of credit analysis, loan structuring, or wealth management products
- Proficiency with CRM platforms such as Salesforce to manage client pipelines
Relationship Manager Jobs in California: Frequently Asked Questions
How do you become a relationship manager in California?
Most relationship manager roles in California require a bachelor's degree in finance, business administration, or economics, followed by experience in banking, lending, or client services. Roles that involve investment products typically require FINRA licensing, such as the Series 7 or Series 65, obtained through the Financial Industry Regulatory Authority. California does not impose a separate state license for most relationship manager positions, but candidates pursuing wealth management often complete CFP coursework through accredited California programs.
Which companies hire relationship managers in California?
Employers hiring relationship managers in California right now include JPMorganChase, East West Bank, and Bank of America, based on current listings on Migrate Mate as of November 2026. California's concentration of large regional banks, tech-sector corporate banking divisions, and independent registered investment advisors means hiring is distributed well beyond the national headquarters of major financial institutions.
Which California cities have the most relationship manager jobs?
Los Angeles, San Francisco, and Irvine have the most relationship manager openings in California. San Francisco leads because of its dense concentration of commercial banks, venture-backed fintech firms, and wealth management offices serving high-net-worth clients, while Los Angeles draws volume from its diversified economy across entertainment, real estate finance, and international trade, and San Diego's openings are driven by its regional banking sector and growing life sciences client base.
Are there remote relationship manager jobs in California?
Yes, but they're less common than in purely analytical roles, because relationship managers are typically expected to meet clients in person. About 49% of relationship manager openings tied to California are remote or hybrid as of November 2026, with most flexibility concentrated in enterprise technology client success and portfolio oversight functions rather than commercial lending or branch-based banking.
How can I get hired as a relationship manager in California with little or no experience?
The most realistic entry path is a personal banker or client associate role at a California retail bank branch, where you build the portfolio management and client communication skills hiring managers look for. Wells Fargo and Bank of America both run formal associate development programs in California that rotate candidates through commercial banking teams. A FINRA Series 6 or 7 license strengthens a new candidate's profile considerably, and lateral moves from roles like financial analyst, credit analyst, or branch operations associate are common stepping stones.
Where can I find and apply to relationship manager jobs in California?
You can find and apply to relationship manager jobs in California on Migrate Mate, which lists current California openings across banking, financial services, wealth management, and technology client success. Find roles that fit your experience and apply directly to each employer through the listings.
See All 269+ Relationship Manager Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find Relationship Manager Jobs