Relationship Manager Jobs in New York
Relationship Manager jobs in New York are among the most active in the country, concentrated in commercial banking, wealth management, private equity, and corporate lending across one of the world's largest financial centers. Most hiring happens in New York City, with additional demand in White Plains and Albany from regional banks and insurance groups. Major employers with a lasting presence include JPMorgan Chase, Citibank, and New York Life, and the most sought-after specialists work in high-net-worth client services, commercial lending, and institutional account management. Find a role that fits below and apply directly.
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Showing 5 of 136+ Relationship Manager jobs
Wells Fargo is seeking a Lead Technology Banking Relationship Manager to join our technology banking team. This individual will cover early-stage companies and focus on acquiring new business relationships and deepening an existing portfolio of clients. Learn about the career areas and lines of business at www.wellsfargo.com/careers.
In this role, you will:
- Develop, retain, and grow complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback
- Lead structuring, modification, and renewal of complex cash flow, real estate loans, and certain other industry specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute more complex transactions
- Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial clients to meet complex needs that require solid understanding and an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
- Make decisions in complex and multi-faceted situations within the Commercial Banking Relationship Management group requiring solid understanding of relevant policies, procedures, and compliance requirements that influence and lead team to meet deliverables and drive new initiatives
- Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve client issues while achieving Wells Fargo’s business objectives, by helping clients navigate Wells Fargo’s processes, escalating inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; serve as a mentor for less experienced colleagues
- Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
- Support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
- Partner with Commercial Lending Product Management to provide feedback and recommendations to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively
Required Qualifications:
- 5+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Fundamental knowledge of the technology ecosystem
- Extensive relationships with technology companies, venture capital firms, non-bank lenders, and service providers
- Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
- Completion of formal credit training program
- Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
- Demonstrated experience working collaboratively to deliver the organization to clients and prospects
- Demonstrated experience generating new client relationships, building and retaining long-term client relationships
- Experience identifying and mitigating risk, ensuring compliance with processes and procedures
- Excellent verbal, written, and interpersonal communication skills
Job Expectations:
- This position is not eligible for Visa sponsorship
- Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
- Ability to travel up to 30% of the time
Location:
- 500 West 33rd Street, New York, NY
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $167,000.00 - $260,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Posting End Date:
5 Nov 2026- Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.
Wells Fargo is seeking a Lead Technology Banking Relationship Manager to join our technology banking team. This individual will cover early-stage companies and focus on acquiring new business relationships and deepening an existing portfolio of clients. Learn about the career areas and lines of business at www.wellsfargo.com/careers.
In this role, you will:
- Develop, retain, and grow complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback
- Lead structuring, modification, and renewal of complex cash flow, real estate loans, and certain other industry specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute more complex transactions
- Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial clients to meet complex needs that require solid understanding and an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
- Make decisions in complex and multi-faceted situations within the Commercial Banking Relationship Management group requiring solid understanding of relevant policies, procedures, and compliance requirements that influence and lead team to meet deliverables and drive new initiatives
- Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve client issues while achieving Wells Fargo’s business objectives, by helping clients navigate Wells Fargo’s processes, escalating inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; serve as a mentor for less experienced colleagues
- Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
- Support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
- Partner with Commercial Lending Product Management to provide feedback and recommendations to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively
Required Qualifications:
- 5+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Fundamental knowledge of the technology ecosystem
- Extensive relationships with technology companies, venture capital firms, non-bank lenders, and service providers
- Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
- Completion of formal credit training program
- Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
- Demonstrated experience working collaboratively to deliver the organization to clients and prospects
- Demonstrated experience generating new client relationships, building and retaining long-term client relationships
- Experience identifying and mitigating risk, ensuring compliance with processes and procedures
- Excellent verbal, written, and interpersonal communication skills
Job Expectations:
- This position is not eligible for Visa sponsorship
- Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
- Ability to travel up to 30% of the time
Location:
- 500 West 33rd Street, New York, NY
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $167,000.00 - $260,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Posting End Date:
5 Nov 2026- Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.
See All 136+ Relationship Manager Jobs in New York
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Find Relationship Manager JobsRelationship Manager Jobs by City in New York
Where New York roles are concentrated, by current openings.
Relationship Manager Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
- JPMorganChase22
- KeyBank6
- Bank of America5
- M&T Bank4
- Valley Bank4
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Fintech
- Human Resources
- Technology & Software
What New York Employers Look For
The qualifications that appear most often in relationship manager jobs across New York.
- Bachelor's degree in finance, business, or economics from an accredited institution
- FINRA Series 7 and Series 66 licenses where securities products are involved
- Three or more years of client-facing experience in banking or financial services
- Proven ability to manage a portfolio of commercial or retail client accounts
- Strong knowledge of credit analysis, loan structuring, or wealth planning products
- CRM platform proficiency, commonly Salesforce, for pipeline and client tracking
Relationship Manager Jobs in New York: Frequently Asked Questions
How do you become a relationship manager in New York?
Most relationship manager roles in New York require a bachelor's degree in finance, business, or a related field, followed by experience in banking or financial services. For positions involving securities sales or advisory work, FINRA licensing through the Financial Industry Regulatory Authority is required, typically the Series 7 and Series 66 exams. New York does not issue a separate state license for relationship managers, so FINRA registration and employer-sponsored training programs are the standard path into the role.
Which companies hire relationship managers in New York?
Employers hiring relationship managers in New York right now include JPMorganChase, KeyBank, and Bank of America, based on current listings on Migrate Mate as of November 2026. New York's density of global banks, regional lenders, and wealth management firms means consistent year-round demand across both large institutions and boutique advisory firms.
Which New York cities have the most relationship manager jobs?
New York, Buffalo, and Brooklyn have the most relationship manager openings in New York, reflecting the concentration of major bank headquarters, private wealth offices, and commercial lending centers in and around New York City, while Albany draws demand from state-chartered banks and insurance carriers that maintain regional operations there.
Are there remote relationship manager jobs in New York?
Yes, but they're less common than in purely analytical roles because client relationship work typically involves in-person meetings and branch or office presence. About 64% of relationship manager openings tied to New York are remote or hybrid as of November 2026, with most flexibility found in corporate and institutional account management rather than retail or private banking positions.
How can I get hired as a relationship manager in New York with little or no experience?
The most realistic entry path is through a bank teller, personal banker, or client service associate role at one of New York's large retail banking networks, which regularly convert high-performing associates into relationship manager trainees. JPMorgan Chase, Citibank, and TD Bank all run structured associate or management trainee programs in New York that are designed for candidates without prior relationship management experience. Completing the Series 7 exam before applying gives candidates a clear edge, as does any experience in sales or financial advising, even outside banking.
Where can I find and apply to relationship manager jobs in New York?
You can find and apply to relationship manager jobs in New York on Migrate Mate, which lists current openings from employers hiring in the state right now. Find roles that fit your background and apply directly.
See All 136+ Relationship Manager Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
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