Remote Relationship Manager Jobs
Remote Relationship Manager jobs are in active demand across the U.S., with remote-first firms and distributed financial services, SaaS, and insurance teams consistently hiring for this role. Employers actively hiring right now include City National Bank, Fidelity Investments, and Summit Ag. See the openings below and apply to the ones that match your experience.
Find JobsOverview
Open roles174+
Top employerCity National Bank
Top industryBanking
Top credentialBachelor's degree
Companies hiring100+
Showing 5 of 174+ Remote Relationship Manager jobs
Relationship Manager I
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Added 2d ago
City National Bank
Relationship Manager I
Walnut Creek, California
Added 2d ago
Relationship Manager - Midlothian, VA
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Added 2d ago
Fidelity Investments
Relationship Manager - Midlothian, VA
Midlothian, Virginia
Added 2d ago
Retail Auto Relationship Manager
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Added 2d ago
Wells Fargo
Retail Auto Relationship Manager
Boston, Massachusetts
Added 2d ago
Business Banking Relationship Manager - Virtual Client
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Added 3d ago
PNC Financial Services Group
Business Banking Relationship Manager - Virtual Client
Pittsburgh, Pennsylvania
Added 3d ago
Customer Relationship Manager
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Added 3d ago
DHL eCommerce
Customer Relationship Manager
Remote
Added 3d ago
Added 2d ago
Relationship Manager I
City National Bank·Walnut Creek, California
Job functions:
$65k - $104k/yr
Remote (US)
Bachelor's degree
5,001-10,000 employees
Job Description
Overview:
WHAT IS THE OPPORTUNITY?
WHAT WILL YOU DO?
WHAT DO YOU NEED TO SUCCEED?
RELATIONSHIP MANAGER I
WHAT IS THE OPPORTUNITY?
Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings.Will have a clearly defined business development plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition of new relationships as well as retention and expansion of existing relationships in their own client portfolio and will actively work with other areas of CNB to ensure exemplary service for clients. Key measures of success include acquisition of new personal and new small business clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and community presence activities that generate the aforementioned volumes and represent City National with polished professionalism.This person will actively work with other areas of CNB to ensure exemplary service for clients. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.
WHAT WILL YOU DO?
- Acquire & deepen client relationships – generate new business and consumer client relationships within assigned client segments and expand relationships to become our client’s main bank option.
- Manage a portfolio of existing clients and actively deepens client relationships through cross-selling efforts. Develops and maintains relationships within the internal CNB community to facilitate service issues and opportunities for clients and prospects.
- Deliver an exceptional & consistent client experience – ensure client needs are met, escalations resolved appropriately, & consistent delivery centered on key areas of client needs.
- Improve Sales & Banking Acumen – committed to continuously developing stronger banking acumen and sales practices through collaboration with SME colleagues, leveraging internal training resources, and required job family curriculum.
- Capture holistic view of client’s needs – draw insights from data to provide sound financial advice (strategies, products / solutions); conduct discovery activities with existing clients to grow current book e.g., deposits, investments, credit.
- Business & Risk Management – maintain awareness of updates to policies and procedures, stay within delegated lending authorities. Ensures that decisions made are consistent with all Bank policies and procedures, as well as applicable regulations, and that the risk associated with those decisions can be effectively managed.
- Partnering with a collaborative mindset – partnering to meet client needs by introducing them to the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach.
- Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service.
- Maximize client contact – networking & being visible in the community, representing the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.
- Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
- Client Centricity & Relationship Management – to understand a client’s realities and growth ambitions, empathize with their challenges, earn trust and steward the relationship through advice & solutions catered to their unique and evolving focuses.
- Business Development – nurture existing client relationships, create new connections and win new business through best practices, networking and building relationships.
- Collaboration – collaborate with partners in PBB (GRM) and other divisions to win business and find the home best fitting the client and progress towards shared goals.
- Communication – actively, openly and effectively listen to understand client needs and articulately convey CNB products’ value proposition.
- Critical Thinking – ability to analyze situations and translate them into insights that are used to make informed decisions and provide tailored advice for each client’s individual situation.
- Adaptability – manage ambiguity and be able to quickly pivot to advise clients as necessary.
- Self-Organization & Effectiveness – ability to use tools and best practices to prioritize the right activities and deliver a consistent and exceptional client experience.
- Professionalism – conduct business in a highly proficient, polished manner fitting expectations of Preferred clients such as corporate executives.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
WHAT'S IN IT FOR YOU?
Benefits and Perks
ABOUT US
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
- Bachelor's Degree or equivalent
- Minimum 3 years of direct sales experience required.
- Minimum 3 years of experience in a financial institution required.
- Must be in good standing under “The Secure and Fair Enforcement for Mortgage Licensing Act of 2008” (Safe Act) and must be registered/licensed with the “Nationwide Mortgage Licensing System and Registry”; or must be able to be registered under the Safe Act.
Additional Qualifications
- Banking Products for Personal & Business clients – deep knowledge of CNB’s offering, particularly those catered to Preferred, personal, or small business clients.
- Regulatory / Compliance – strong understanding of the regulatory environment CNB operates in to manage risk and ensure compliance (includes deep knowledge of CIP and KYC)
- Economic Environment – understanding of the economic environment and its impact on clients.
- Personal & Business Financials – review financial statements to fully understand a client’s financial health and advise accordingly.
- Negotiation – ability to maintain a profitable relationship, balancing bank and client needs.
- Policy & Procedures – knowledge of CNB’s policies, procedures & regulatory obligations
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
- Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
#CA-DH
#DH-LI
City National Bank
Relationship Manager I
Walnut Creek, California
Added 2d ago5,001-10,000 employees
Job functions:
$65k - $104k/yr
Remote (US)
Bachelor's degree
Job Description
Overview:
WHAT IS THE OPPORTUNITY?
WHAT WILL YOU DO?
WHAT DO YOU NEED TO SUCCEED?
RELATIONSHIP MANAGER I
WHAT IS THE OPPORTUNITY?
Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings.Will have a clearly defined business development plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition of new relationships as well as retention and expansion of existing relationships in their own client portfolio and will actively work with other areas of CNB to ensure exemplary service for clients. Key measures of success include acquisition of new personal and new small business clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and community presence activities that generate the aforementioned volumes and represent City National with polished professionalism.This person will actively work with other areas of CNB to ensure exemplary service for clients. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.
WHAT WILL YOU DO?
- Acquire & deepen client relationships – generate new business and consumer client relationships within assigned client segments and expand relationships to become our client’s main bank option.
- Manage a portfolio of existing clients and actively deepens client relationships through cross-selling efforts. Develops and maintains relationships within the internal CNB community to facilitate service issues and opportunities for clients and prospects.
- Deliver an exceptional & consistent client experience – ensure client needs are met, escalations resolved appropriately, & consistent delivery centered on key areas of client needs.
- Improve Sales & Banking Acumen – committed to continuously developing stronger banking acumen and sales practices through collaboration with SME colleagues, leveraging internal training resources, and required job family curriculum.
- Capture holistic view of client’s needs – draw insights from data to provide sound financial advice (strategies, products / solutions); conduct discovery activities with existing clients to grow current book e.g., deposits, investments, credit.
- Business & Risk Management – maintain awareness of updates to policies and procedures, stay within delegated lending authorities. Ensures that decisions made are consistent with all Bank policies and procedures, as well as applicable regulations, and that the risk associated with those decisions can be effectively managed.
- Partnering with a collaborative mindset – partnering to meet client needs by introducing them to the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach.
- Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service.
- Maximize client contact – networking & being visible in the community, representing the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.
- Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
- Client Centricity & Relationship Management – to understand a client’s realities and growth ambitions, empathize with their challenges, earn trust and steward the relationship through advice & solutions catered to their unique and evolving focuses.
- Business Development – nurture existing client relationships, create new connections and win new business through best practices, networking and building relationships.
- Collaboration – collaborate with partners in PBB (GRM) and other divisions to win business and find the home best fitting the client and progress towards shared goals.
- Communication – actively, openly and effectively listen to understand client needs and articulately convey CNB products’ value proposition.
- Critical Thinking – ability to analyze situations and translate them into insights that are used to make informed decisions and provide tailored advice for each client’s individual situation.
- Adaptability – manage ambiguity and be able to quickly pivot to advise clients as necessary.
- Self-Organization & Effectiveness – ability to use tools and best practices to prioritize the right activities and deliver a consistent and exceptional client experience.
- Professionalism – conduct business in a highly proficient, polished manner fitting expectations of Preferred clients such as corporate executives.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
WHAT'S IN IT FOR YOU?
Benefits and Perks
ABOUT US
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
- Bachelor's Degree or equivalent
- Minimum 3 years of direct sales experience required.
- Minimum 3 years of experience in a financial institution required.
- Must be in good standing under “The Secure and Fair Enforcement for Mortgage Licensing Act of 2008” (Safe Act) and must be registered/licensed with the “Nationwide Mortgage Licensing System and Registry”; or must be able to be registered under the Safe Act.
Additional Qualifications
- Banking Products for Personal & Business clients – deep knowledge of CNB’s offering, particularly those catered to Preferred, personal, or small business clients.
- Regulatory / Compliance – strong understanding of the regulatory environment CNB operates in to manage risk and ensure compliance (includes deep knowledge of CIP and KYC)
- Economic Environment – understanding of the economic environment and its impact on clients.
- Personal & Business Financials – review financial statements to fully understand a client’s financial health and advise accordingly.
- Negotiation – ability to maintain a profitable relationship, balancing bank and client needs.
- Policy & Procedures – knowledge of CNB’s policies, procedures & regulatory obligations
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
- Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
#CA-DH
#DH-LI
See All 174+ Remote Relationship Manager Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsRemote Relationship Manager Job Market
Who's Hiring
- City National Bank14
- Fidelity Investments14
- Summit Ag11
- Stellantis7
- Huntington Bank6
Top Industries Hiring
- Banking & Financial Services12
- Technology & Software4
- Consulting & Professional Services3
- Insurance1
- Investment & Asset Management1
What Employers Look For
The qualifications that appear most often in remote relationship manager jobs.
- Bachelor's degree in finance, business, or a related field
- Demonstrated experience managing a portfolio of client accounts
- Strong knowledge of financial products, lending, or wealth management services
- Proficiency with CRM platforms such as Salesforce or Dynamics
- Excellent verbal and written communication and negotiation skills
- Series 7, Series 66, or other relevant FINRA licensing preferred
Tips for Your Remote Relationship Manager Job Search
Prove your remote client work upfront
Add a short async communication sample or client-facing writing example to your application materials. Remote hiring managers want evidence you can build trust over email and video, not just in a conference room.
Apply early to remote roles that fit
Migrate Mate lists remote relationship manager openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through unrelated listings.
Highlight CRM results in your resume
Name the CRM tools you have used, Salesforce, HubSpot, or others, and attach a number to your work: retention rate, portfolio size, or renewal volume. Remote employers cannot observe your process, so outcomes become your proof of competence.
Signal self-direction in every interview answer
Remote relationship manager interviews test whether you can prioritize accounts, flag issues early, and move without being asked. Structure your answers around situations where you identified a client risk or opportunity on your own and acted without waiting for direction.
Remote Relationship Manager Jobs: Frequently Asked Questions
How do I get a remote relationship manager job?
Target companies that already run distributed client-facing teams, such as remote-first fintech firms, SaaS businesses, and digital insurance carriers. Remote employers screen heavily for written communication, CRM proficiency, and self-directed follow-through because there is no manager watching daily activity. Candidates who can show a history of hitting retention or growth goals independently stand out more than those who rely on in-office cues to stay on task.
Which companies hire remote relationship managers?
Employers currently hiring remote relationship managers include City National Bank, Fidelity Investments, and Summit Ag, per current remote listings on Migrate Mate as of September 2026. Remote-first firms and distributed teams in financial services, SaaS, and insurance account for the largest share of these openings.
Can you get a remote relationship manager job with no experience?
Yes, but remote entry-level roles are harder to land because employers expect you to manage client relationships independently from day one, with no in-office coaching. Companies most open to junior remote hires include SaaS startups and digital financial platforms. Showing strong written communication samples, CRM familiarity, and any client-facing work, even from retail or internships, opens the door.
Do you need a degree for remote relationship manager jobs?
Not always. Many remote employers weigh demonstrated client management results, CRM platform experience, and communication ability over a specific degree. Financial services roles are more likely to ask for a bachelor's degree, while SaaS and tech companies frequently hire candidates who can show measurable retention or upsell outcomes regardless of educational background.
Which industries hire the most remote relationship managers?
Remote relationship manager roles concentrate in Banking & Financial Services, Technology & Software, and Consulting & Professional Services, based on current remote listings on Migrate Mate as of September 2026. These sectors rely on distributed client-facing teams because their customers and portfolios are geographically spread, making remote relationship management a natural fit.
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Find roles that match your experience and apply in just a few clicks.
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