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 158+ Relationship Manager jobs
Company Description
Experian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create digital marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics and software. We also assist millions of people to realise their financial goals and help them to save time and money.
We operate across a range of markets, from financial services to healthcare, automotive, agrifinance, insurance, and many more industry segments.
We invest in people and new advanced technologies to unlock the power of data and to innovate. A FTSE 100 Index company listed on the London Stock Exchange (EXPN), we have a team of 23,300 people across 32 countries. Our corporate headquarters are in Dublin, Ireland. Learn more at experianplc.com.
Job Description
- Manage day‑to‑day client relationships, support issue resolution, align on goals, and deliver product enhancements.
- Lead Client Business Reviews with Sales, highlight return on investment, document action items, and outline future strategies.
- Conduct periodic Workflow Assessments, including planning sessions, user shadowing, recommendations, documentation, and leadership presentations.
- Guide clients as they transition from implementation to ongoing account management.
- Partner with Support, Product, and Development to resolve service tickets and ensure a smooth client experience.
- Promote use of the Customer Community for support cases, product updates, knowledge resources, and training.
- Collaborate with Customer Success to address product issues and performance concerns.
- Support contract renewals and contribute to revenue retention and attrition‑avoidance strategies.
- Identify cross‑sell, upsell, and expansion opportunities with the Regional Sales Director.
- Monitor product usage to ensure expected return on investment and alignment with client goals.
- Provide best‑practice recommendations and configuration guidance to improve client outcomes.
- Gather and support NPS survey participation and use feedback to inform improvements.
- Maintain client documentation and account insights in Salesforce.
- Meet all performance metrics and KPIs for assigned accounts.
Qualifications
- Healthcare Claims experience is highly beneficial
- Bachelor's degree or equivalent experience
- 4+ years experience in the healthcare IT industry
- Provider-based background recommended
- Proficient in Salesforce
- Conceptual understanding and some use of GenAI, CoPilot, or GPT functionality
- Understanding of the Healthcare Revenue Cycle
- Team player, able to collaborate across groups and learn from others - specifically sales, marketing, product, support and implementation
- Flexible in working with changing needs of organizations
- High degree of polish appropriate for meeting with clients
- Travel up to 30% required
Additional Information
Benefits/Perks:
- Great compensation package and bonus plan
- Core benefits including medical, dental, vision, and matching 401K
- Flexible work environment, ability to work remote
- Flexible time off including volunteer time off, vacation, sick and 12-paid holidays
- Explore all our exciting benefits here: https://yourexperianbenefits.com/cand-index.html
At Experian, our people and culture set us apart. We're deeply committed to creating an environment where everyone feels they belong and can excel. From inclusion and authenticity to work/life balance, development, wellness, collaboration, and recognition, we focus on what truly matters. Our people-first approach has earned us global recognition: World's Best Workplaces™ 2024 (Fortune Top 25), Great Place To Work™ 2025 in 26 countries, and Glassdoor Best Places to Work 2024, among others.
Want to see what life at Experian is really like? Explore Experian Life on social or visit our careers site.
Our compensation reflects the cost of labor across several U.S. geographic markets. The base pay range for this position is listed above. Within this range, individual pay is determined by work location and additional factors such as job-related skills, experience, and education. You will be also eligible for a variable pay opportunity.
Experian is proud to be an Equal Opportunity Employer for all groups protected under applicable federal, state and local law, including protected veterans and individuals with disabilities. If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity.
Company Description
Experian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create digital marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics and software. We also assist millions of people to realise their financial goals and help them to save time and money.
We operate across a range of markets, from financial services to healthcare, automotive, agrifinance, insurance, and many more industry segments.
We invest in people and new advanced technologies to unlock the power of data and to innovate. A FTSE 100 Index company listed on the London Stock Exchange (EXPN), we have a team of 23,300 people across 32 countries. Our corporate headquarters are in Dublin, Ireland. Learn more at experianplc.com.
Job Description
- Manage day‑to‑day client relationships, support issue resolution, align on goals, and deliver product enhancements.
- Lead Client Business Reviews with Sales, highlight return on investment, document action items, and outline future strategies.
- Conduct periodic Workflow Assessments, including planning sessions, user shadowing, recommendations, documentation, and leadership presentations.
- Guide clients as they transition from implementation to ongoing account management.
- Partner with Support, Product, and Development to resolve service tickets and ensure a smooth client experience.
- Promote use of the Customer Community for support cases, product updates, knowledge resources, and training.
- Collaborate with Customer Success to address product issues and performance concerns.
- Support contract renewals and contribute to revenue retention and attrition‑avoidance strategies.
- Identify cross‑sell, upsell, and expansion opportunities with the Regional Sales Director.
- Monitor product usage to ensure expected return on investment and alignment with client goals.
- Provide best‑practice recommendations and configuration guidance to improve client outcomes.
- Gather and support NPS survey participation and use feedback to inform improvements.
- Maintain client documentation and account insights in Salesforce.
- Meet all performance metrics and KPIs for assigned accounts.
Qualifications
- Healthcare Claims experience is highly beneficial
- Bachelor's degree or equivalent experience
- 4+ years experience in the healthcare IT industry
- Provider-based background recommended
- Proficient in Salesforce
- Conceptual understanding and some use of GenAI, CoPilot, or GPT functionality
- Understanding of the Healthcare Revenue Cycle
- Team player, able to collaborate across groups and learn from others - specifically sales, marketing, product, support and implementation
- Flexible in working with changing needs of organizations
- High degree of polish appropriate for meeting with clients
- Travel up to 30% required
Additional Information
Benefits/Perks:
- Great compensation package and bonus plan
- Core benefits including medical, dental, vision, and matching 401K
- Flexible work environment, ability to work remote
- Flexible time off including volunteer time off, vacation, sick and 12-paid holidays
- Explore all our exciting benefits here: https://yourexperianbenefits.com/cand-index.html
At Experian, our people and culture set us apart. We're deeply committed to creating an environment where everyone feels they belong and can excel. From inclusion and authenticity to work/life balance, development, wellness, collaboration, and recognition, we focus on what truly matters. Our people-first approach has earned us global recognition: World's Best Workplaces™ 2024 (Fortune Top 25), Great Place To Work™ 2025 in 26 countries, and Glassdoor Best Places to Work 2024, among others.
Want to see what life at Experian is really like? Explore Experian Life on social or visit our careers site.
Our compensation reflects the cost of labor across several U.S. geographic markets. The base pay range for this position is listed above. Within this range, individual pay is determined by work location and additional factors such as job-related skills, experience, and education. You will be also eligible for a variable pay opportunity.
Experian is proud to be an Equal Opportunity Employer for all groups protected under applicable federal, state and local law, including protected veterans and individuals with disabilities. If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity.
See All 158+ 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
- Citi19
- City National Bank15
- East West Bank11
- Fifth Third Bank11
- GHD10
Top Industries Hiring
- Banking & Financial Services89
- Technology & Software31
- Investment & Asset Management28
- Consulting & Professional Services13
- Construction & Real Estate12
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 Citi, City National Bank, and East West Bank, based on current listings on Migrate Mate as of June 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?
San Francisco, Los Angeles, 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 25% of relationship manager openings tied to California are remote or hybrid as of June 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 158+ Relationship Manager Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find Relationship Manager Jobs