Relationship Manager Jobs in Florida
Relationship Manager jobs in Florida are among the most active in the Southeast, concentrated in banking and financial services, wealth management, and commercial lending, with openings at every level from associate through senior and director. Miami, Tampa, and Jacksonville anchor the hiring market, where large employers like Wells Fargo, Bank of America, and JPMorgan Chase maintain significant Florida operations. The most consistent demand is for commercial banking relationship managers, private wealth associates, and treasury management specialists. Find a role that fits below and apply directly.
Find Relationship Manager JobsOverview
Showing 5 of 139+ Relationship Manager jobs
Location: On site at location listed in job posting.
Summary:
Manages a portfolio of moderately complex to complex trusts, estate accounts and sales efforts while generating income through effective control and administration of assigned duties within the geographical region. Develop new business by marketing new products and services to existing clients and by securing new clients.
Job Description:
- Manages a portfolio of complex and large trusts, estate accounts and sales efforts while developing long term business relationships with clients.
- Contacts prospects to generate appointment activity within assigned geographic area to:
- Meet with and advises customers or prospects to define customers’ needs concerning trust and estate accounts.
- Makes appropriate product strategy recommendations in order to maximize client return while being mindful of the client’s risk tolerance and legal ramifications of the different trust account types.
- Works in cooperation with other relationship managers or sales people to identify and refer prospects which result in the establishment of personal trust, life insurance, financial planning, or other financial service relationships.
- Conducts annual reviews, evaluate changes in financial objectives, and recommends actions which result in retention, strengthening, and growth of the client's relationship.
- Facilitates internal and external service coordination to resolve issues and respond to client requests.
- Monitors client profitability, cross sell marketing plans, risk management, legal and compliance issues and provides consultation on financial and wealth management matters.
- Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s).
- Performs all other duties as assigned
- Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements.
Job Requirements:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
- Bachelor (4-year college) degree and 6-8 years of experience or equivalent combination of education and experience
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More - FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
X formerly Twitter
YouTube
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Location: On site at location listed in job posting.
Summary:
Manages a portfolio of moderately complex to complex trusts, estate accounts and sales efforts while generating income through effective control and administration of assigned duties within the geographical region. Develop new business by marketing new products and services to existing clients and by securing new clients.
Job Description:
- Manages a portfolio of complex and large trusts, estate accounts and sales efforts while developing long term business relationships with clients.
- Contacts prospects to generate appointment activity within assigned geographic area to:
- Meet with and advises customers or prospects to define customers’ needs concerning trust and estate accounts.
- Makes appropriate product strategy recommendations in order to maximize client return while being mindful of the client’s risk tolerance and legal ramifications of the different trust account types.
- Works in cooperation with other relationship managers or sales people to identify and refer prospects which result in the establishment of personal trust, life insurance, financial planning, or other financial service relationships.
- Conducts annual reviews, evaluate changes in financial objectives, and recommends actions which result in retention, strengthening, and growth of the client's relationship.
- Facilitates internal and external service coordination to resolve issues and respond to client requests.
- Monitors client profitability, cross sell marketing plans, risk management, legal and compliance issues and provides consultation on financial and wealth management matters.
- Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s).
- Performs all other duties as assigned
- Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements.
Job Requirements:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
- Bachelor (4-year college) degree and 6-8 years of experience or equivalent combination of education and experience
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More - FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
X formerly Twitter
YouTube
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
See All 139+ Relationship Manager Jobs in Florida
Find roles in Florida that match your experience and apply in just a few clicks.
Find Relationship Manager JobsRelationship Manager Jobs by City in Florida
Where Florida roles are concentrated, by current openings.
Relationship Manager Job Market in Florida
A snapshot from current Florida openings, updated as new roles post.
Who's Hiring
- PNC Financial Services19
- Wells Fargo13
- First Horizon Bank12
- JPMorganChase7
- Citi4
Top Industries Hiring
- Banking & Financial Services24
- Investment & Asset Management6
- Technology & Software3
- Construction & Real Estate2
- Fintech1
What Florida Employers Look For
The qualifications that appear most often in relationship manager jobs across Florida.
- Bachelor's degree in finance, business, or a related field required
- Series 7 or Series 66 license preferred or required for investment-related roles
- Three or more years of client-facing banking or financial services experience
- Demonstrated ability to manage and grow a commercial or retail client portfolio
- Proficiency with CRM platforms such as Salesforce or nCino
- Strong knowledge of credit analysis, loan structuring, or treasury products
Relationship Manager Jobs in Florida: Frequently Asked Questions
How do you become a relationship manager in Florida?
Most relationship manager roles in Florida require a bachelor's degree in finance, business, or economics combined with experience in banking or financial services. For roles involving investment products or securities, employers expect candidates to hold or obtain a Series 7 or Series 66 license through FINRA, which requires employer sponsorship and a passing exam score. Florida does not issue a separate state license for the relationship manager title, so the credential path runs through federal securities registration and employer-specific training programs.
Which companies hire relationship managers in Florida?
Employers hiring relationship managers in Florida right now include PNC Financial Services, Wells Fargo, and First Horizon Bank, based on current listings on Migrate Mate as of September 2026. Florida's dense concentration of regional banks, credit unions, and private wealth firms means hiring stays active year-round across the state.
Which Florida cities have the most relationship manager jobs?
Miami, Orlando, and Tampa have the most relationship manager openings in Florida. Miami leads because of its large private banking, international wealth management, and commercial lending sector, while Tampa and Jacksonville reflect the headquarters presence of major regional banks and insurance companies that each maintain substantial relationship banking teams.
Are there remote relationship manager jobs in Florida?
Yes, but they're limited. Relationship management is fundamentally a client-facing role, and most Florida employers expect regular in-person contact with commercial clients, business owners, or high-net-worth individuals. About 35% of relationship manager openings tied to Florida are remote or hybrid as of September 2026, and those tend to be in portfolio support, inside sales, or treasury services functions rather than primary client-facing positions.
How can I get hired as a relationship manager in Florida with little or no experience?
The most realistic entry path is through a personal banker, teller supervisor, or branch associate role at a large Florida retail bank, which builds the client interaction and product knowledge employers require. Wells Fargo, Bank of America, and Regions Bank all run structured associate banker programs in their Florida branches that pipeline candidates into relationship manager tracks. Earning a Series 6 or completing a credit analysis course while in an entry role strengthens an application, and candidates in South Florida who speak Spanish or Portuguese have a concrete advantage in the competitive Miami market.
Where can I find and apply to relationship manager jobs in Florida?
You can find and apply to relationship manager jobs in Florida on Migrate Mate, which lists current Florida openings from banks, credit unions, wealth management firms, and commercial lenders across the state. Find the roles that fit your experience and location and apply directly.
See All 139+ Relationship Manager Jobs in Florida
Find roles in Florida that match your experience and apply in just a few clicks.
Find Relationship Manager Jobs