Investment Relationship Manager Jobs

Investment Relationship Managers build and maintain relationships with investors and clients while helping connect them with suitable investment products and services. These professionals combine financial-market knowledge, client service, and business development to support client goals and grow lasting partnerships. Explore vetted Investment Relationship Manager opportunities paying $100,000 or more on Ladders.

What Does an Investment Relationship Manager Do?

Responsibilities vary by employer and client segment, but commonly include serving as a primary point of contact, understanding client objectives, explaining investment strategies and offerings, coordinating with portfolio and product teams, and identifying opportunities to deepen relationships. The role may involve institutional investors, wealth management clients, financial advisers, or other professional audiences. Relationship Managers also help address service needs and communicate relevant market and portfolio information, while following applicable policies and regulations.

Qualifications and Skills

Employers often seek a bachelor’s degree in finance, economics, business, or a related field, along with experience in investment management, private banking, wealth management, institutional sales, or financial services. Depending on the role, relevant licenses or credentials may be required or preferred. Strong candidates bring clear communication, relationship-building, presentation, and negotiation skills; a sound understanding of investments and markets; and the judgment to work effectively with complex client needs.

Career Paths and Opportunities

Investment Relationship Managers work at asset managers, banks, brokerage firms, wealth management companies, and other financial institutions. Career paths may lead to senior relationship management, institutional sales leadership, business development, client strategy, or investment product roles. Compensation varies based on experience, location, client base, employer, and incentive structure. Ladders focuses on vetted professional opportunities with salaries of $100,000 or more.

Find Investment Relationship Manager Jobs on Ladders

Search Ladders to discover Investment Relationship Manager openings that align with your experience and career goals. Review role requirements, compare opportunities, and explore positions at employers seeking experienced financial-services professionals.

Remote
caret down
Compensation
caret down
Position Level
caret down
Time Posted
caret down
Industries
caret down
More
1
caret down

Sort By: Relevance

$104K - $249K *

Unlock product potential by leading R&D initiatives from discovery to adoption. Collaborate with cross-functional teams to test and validate innovative solutions, ensuring alignment with strategic goa...

Brookfield, WIRemote

1 week ago

  •   5 - 7 years exp.  •   Legal & Accounting

$95K - $115K *

Lead a remote team to deliver expert advisory in construction accounting, enhancing client financial performance through strategic insights and operational improvements while mentoring staff in a coll...

Southfield, MIRemote

Reposted 3 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$90K - $120K *

Advance strategic initiatives by collaborating across teams to launch innovative data tools and insurance programs. Drive project management efforts and contribute to executive presentations that shap...

United StatesRemote

5 days ago

  •   Less than 5 years exp.  •   Finance & Insurance

$110K - $130K *

Unlock your potential as a strategic advisor, driving enterprise success on Amazon. Manage complex initiatives, build executive partnerships, and deliver transformative results through innovative adve...

United StatesRemote

Reposted 2 weeks ago

  •   5 - 7 years exp.  •   Enterprise Technology

$90K - $120K *

Drive financial excellence by collaborating across teams to enhance planning and reporting processes. This role blends detailed analysis with strategic insight, offering visibility into key leadership...

United StatesRemote

Reposted 1 week ago

  •   5 - 7 years exp.  •   Enterprise Technology

$216K - $361K *

Drive customer retention and growth by managing strategic accounts, collaborating cross-functionally to enhance customer experiences, and achieving revenue targets through effective account planning a...

RemoteRemote

6 days ago

  •   5 - 7 years exp.  •   Manufacturing & Automotive

$150K - $180K *

Reimagine client partnerships by managing complex relationships, driving performance, and leading recovery strategies. Collaborate with executives to ensure client success and identify growth opportun...

United StatesRemote

2 weeks ago

  •   8 - 10 years exp.  •   Healthcare

$80K - $95K *

Join a team that's dedicated to driving financial excellence through detailed analysis, reporting, and strategic recommendations. Collaborate with leadership to enhance financial performance and suppo...

United StatesRemote

3 days ago

  •   Less than 5 years exp.  •   Healthcare

$94K - $164K *

Elevate project outcomes by managing medium to high complexity initiatives, ensuring timely delivery, stakeholder engagement, and adherence to best practices throughout the project lifecycle...

United StatesRemote

3 days ago

  •   5 - 7 years exp.  •   Healthcare

$80K - $100K *

Develop strategic customer relationships and expand international presence by acquiring new enterprise clients and nurturing existing accounts in the pharmaceutical and life sciences sectors...

United StatesRemote

6 days ago

  •   5 - 7 years exp.  •   Pharmaceuticals & Biotech

$100K - $150K *

Elevate customer engagement by driving product adoption and success with emerging Biotech accounts. Collaborate with stakeholders to define strategies, execute plans, and enhance market positioning of...

Boston, MARemote

Reposted 4 days ago

  •   Less than 5 years exp.  •   Consumer Technology

$130K - $155K *

Engineer innovative mechanical solutions by translating architectural concepts into practical designs. Collaborate across engineering disciplines while leading HVAC standards and ensuring effective ex...

Fort Worth, TXRemote

Reposted 2 weeks ago

  •   11 - 15 years exp.  •   Information Technology

$100K - $120K *

Help us drive revenue growth by developing strategic sales plans and building executive partnerships in the mortgage servicing industry. Leverage your expertise to manage complex sales cycles and enha...

United StatesRemote

3 weeks ago

  •   5 - 7 years exp.  •   Real Estate & Construction

$100K - $120K *

Drive business growth by identifying and securing new opportunities in life sciences and CPG sectors. Collaborate with cross-functional teams to deliver tailored solutions and exceed sales targets whi...

Newtown, PARemote

3 weeks ago

  •   5 - 7 years exp.  •   Manufacturing & Automotive

$95K - $115K *

Lead the charge in fostering a positive workplace culture by conducting thorough investigations into employee relations issues, ensuring fairness and integrity throughout the process while collaborati...

North Carolina, USRemote

6 days ago

  •   5 - 7 years exp.  •   Pharmaceuticals & Biotech

$97K - $145K *

Engage with clients to deliver financial insights, manage accounting teams, and drive process improvements. Collaborate on budgeting and technology integration while ensuring compliance in healthcare...

Naperville, ILRemote

Reposted 3 weeks ago

  •   Less than 5 years exp.  •   Legal & Accounting

$112K - $176K *

Unlock client success by managing post-sale relationships, driving product adoption, and identifying growth opportunities in the consumer lending sector. Collaborate with internal teams to enhance cli...

United StatesRemote

2 weeks ago

  •   Less than 5 years exp.  •   Enterprise Technology

$130K - $170K *

Drive impactful credit risk analysis across the consumer lending lifecycle, enhancing underwriting strategies and loss mitigation efforts. Collaborate with cross-functional teams to leverage data and...

United StatesRemote

Reposted today

  •   Less than 5 years exp.  •   Finance & Insurance

$75K - $95K *

Join us to execute risk-based branch exams across the U.S., ensuring compliance with SEC and FINRA regulations. Conduct thorough assessments, document findings, and communicate results effectively to...

RemoteRemote

Reposted 1 week ago

  •   Less than 5 years exp.  •   Finance & Insurance

$72K - $109K *

Empower business growth by developing strong customer relationships and driving revenue. As a key player, you'll strategize account management, identify market opportunities, and ensure customer satis...

Tampa, FLRemote

1 week ago

  •   Less than 5 years exp.  •   Manufacturing & Automotive

$100K - $120K *

Unlock potential by leveraging your expertise in data analysis and psychometrics to drive innovative assessment solutions. Collaborate with a dynamic team to enhance educational outcomes through advan...

United StatesRemote

3 weeks ago

  •   5 - 7 years exp.  •   Education, Government & Non-Profit

$94K - $118K *

Transform knowledge management by leading a team to enhance content delivery, improve operational efficiency, and leverage AI solutions. Collaborate across functions to create accessible information t...

United StatesRemote

Today

  •   5 - 7 years exp.  •   Information Technology

$120K - $145K *

Lead the design and implementation of B2B revenue accounting processes, ensuring efficient contract-to-cash operations while collaborating with cross-functional teams to drive growth and reduce manual...

United StatesRemote

4 weeks ago

  •   8 - 10 years exp.  •   Healthcare

$130K - $150K *

Advance innovative therapeutic programs targeting genetically driven diseases through strategic sourcing, relationship building, and cross-functional collaboration, ensuring a patient-first approach i...

United StatesRemote

5 days ago

  •   Less than 5 years exp.  •   Pharmaceuticals & Biotech

$150K - $180K *

Join a team that's redefining HR leadership across multiple countries. Drive global HR strategy, enhance employee experience, and ensure compliance while leading a dedicated team in a dynamic, multi-e...

Illinois, USRemote

1 week ago

  •   8 - 10 years exp.  •   Finance & Insurance

Frequently Asked Questions (FAQ)

  • What does an Investment Relationship Manager do?question toggle

    An Investment Relationship Manager develops and maintains client or investor relationships, learns about their needs, explains relevant investment products and services, and coordinates with internal teams to support the client experience and business growth.

  • What qualifications are typically required for Investment Relationship Manager jobs?question toggle

    Requirements vary, but employers commonly look for a bachelor’s degree in finance, economics, business, or a related area and relevant experience in investment management, wealth management, institutional sales, private banking, or financial services. Some positions require or prefer specific licenses or credentials.

  • What skills are important for an Investment Relationship Manager?question toggle

    Important skills include investment and market knowledge, client relationship management, communication, presentation, negotiation, business development, and the ability to understand and respond to complex client needs.

  • Where do Investment Relationship Managers work?question toggle

    They may work for asset management firms, banks, brokerage firms, wealth management companies, and other financial institutions, serving clients such as individual investors, financial advisers, or institutions.

  • How much do Investment Relationship Managers earn?question toggle

    Pay varies by experience, location, employer, client segment, and bonus or incentive structure. Ladders features vetted professional job opportunities with salaries of $100,000 or more.