How to hire a senior client manager

How to hire a senior client manager, step by step

Here's a step-by-step senior client manager hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a senior client manager job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new senior client manager
• Step 8: Go through the hiring process checklist

What does a senior client manager do?

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1. Identify your hiring needs

   The senior client manager hiring process starts by determining what type of worker you actually need. Certain roles might require a full-time employee, whereas part-time workers or contractors can do others.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   Hiring the perfect senior client manager also involves considering the ideal background you'd like them to have. Depending on what industry or field they have experience in, they'll bring different skills to the job. It's also important to consider what levels of seniority and education the job requires and what kind of salary such a candidate would likely demand.

   This list presents senior client manager salaries for various positions.

   Type of Senior Client Manager	Description	Hourly rate
   Senior Client Manager	Sales managers direct organizations' sales teams. They set sales goals, analyze data, and develop training programs for organizations’ sales representatives.	$31-75
   Internet Sales Manager	An internet sales manager is responsible for selling and promoting the organization's goods and services, typically on a social media platform. Internet sales managers interact with potential clients by responding to their inquiries and concerns through online marketing campaigns and sales promotions... Show more	$22-75
   Account Services Manager	An account services manager is in charge of overseeing account procedures and building positive relationships with clients. They typically reach out to clients by performing calls and correspondence to offer products and services, discuss product specifications, perform follow-up calls, and resolve issues promptly and professionally... Show more	$22-53

   Show more

2. Create an ideal candidate profile

   Common skills:

   • CRM
   • Client Facing
   • Customer Satisfaction
   • SR
   • Business Processes
   • Client Satisfaction
   • Saas
   • ERP
   • Healthcare
   • Customer Service
   • Client Service
   • Account Management
   • Project Management
   • Issue Resolution

   Check all skills

   Responsibilities:

   • Manage large-scale CRM implementations that utilize an 803.11b wireless infrastructure and a handheld computing platform.
   • Increase revenue growth by aggressively soliciting new business opportunities and cross-selling existing accounts.
   • Originate first mortgages and deepen existing relationships through cross-selling opportunities to offer additional financial services.
   • Require strong communication skills, sensitivity, compassion and ability to interpret and analyze insurance laws and scientific journals.
   • Provide support and assistance to marketing, sales and account executive teams for upselling opportunities.
   • Establish and grow CXO level relationships-triple the number of existing relationships.

   More senior client manager duties

3. Make a budget

   Including a salary range in the senior client manager job description is a good way to get more applicants. A senior client manager salary can be affected by several factors, such as the location of the job, the level of experience, education, certifications, and the employer's prestige.

   For example, the average salary for a senior client manager in South Carolina may be lower than in New York, and an entry-level engineer typically earns less than a senior-level senior client manager. Additionally, a senior client manager with lots of experience in the field may command a higher salary as a result.

   Average senior client manager salary

   $101,817yearly

   $48.95 hourly rate

   ---

   Entry-level senior client manager salary

   $66,000 yearly salary

   Updated December 18, 2025

   Average senior client manager salary by state

   Rank	State	Avg. salary	Hourly rate
   1	California	$130,072	$63
   2	New York	$129,889	$62
   3	Massachusetts	$125,476	$60
   4	Michigan	$124,121	$60
   5	District of Columbia	$123,749	$59
   6	Virginia	$123,393	$59
   7	Pennsylvania	$119,838	$58
   8	Oregon	$119,151	$57
   9	North Carolina	$117,086	$56
   10	Maine	$115,940	$56
   11	Rhode Island	$113,645	$55
   12	Indiana	$109,742	$53
   13	Wisconsin	$109,135	$52
   14	Ohio	$108,781	$52
   15	Texas	$108,469	$52
   16	Illinois	$108,143	$52
   17	Arizona	$106,193	$51
   18	Utah	$104,162	$50
   19	Nevada	$101,958	$49
   20	Georgia	$101,686	$49

   Average senior client manager salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	Baker McKenzie	$183,473	$88.21
   2	Citi	$148,287	$71.29	34
   3	State Street	$139,149	$66.90	15
   4	Wpp Us Holdings Inc	$137,870	$66.28	23
   5	Accenture	$137,089	$65.91	261
   6	Ernst & Young	$136,697	$65.72	604
   7	Schwan Cosmetics International	$135,066	$64.94
   8	Infosys Public Service	$134,811	$64.81	28
   9	Amd	$134,161	$64.50	5
   10	IBM	$132,211	$63.56	56
   11	Pwc	$132,001	$63.46	199
   12	QuintilesIMS	$131,924	$63.42	34
   13	HM Health Solutions	$129,480	$62.25
   14	NTT Europe Ltd	$128,736	$61.89	157
   15	BNY Mellon	$128,297	$61.68	130
   16	CPX	$127,802	$61.44
   17	Navisite	$125,340	$60.26
   18	Vistex	$123,691	$59.47
   19	RSM US	$123,501	$59.38	49
   20	Weber Shandwick	$122,217	$58.76	6

4. Writing a senior client manager job description

   A senior client manager job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. To help get you started, here's an example of a senior client manager job description:

   Senior client manager job description example

   At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.
   Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
   
   About this role:
   
   Wells Fargo is seeking a Senior Wealth Client Investment Manager as part of Wealth and Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com.
   
   In this role, you will:
   
   * Lead the book management of more complex client portfolios
   * Establish investment objectives
   * Identify the implementation of applicable investment and risk management policies and procedures in a large number of agency and trust relationships
   * Oversee the review and research of prospective client investment holdings
   * Collaborate with regional partners and clients to develop a client investment plan
   * Provide support for set-up, maintenance, the implementation of guided portfolios, and for a high quality and consistent client onboarding experience
   * Monitor portfolios and oversee risk management and compliance activities to ensure adherence to company's policies and procedures within Wealth Client Investment Management functional area
   * Serve as the liaison between financial intermediaries as required
   * Lead Wealth Client Investment Management projects and a team
   * Serve as a mentor for less experienced individuals
   
   Required Qualifications, US:
   
   * 4+ years of Wealth Client Investment Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
   
   Desired Qualifications:
   
   * Masters of Business Administration (MBA), Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Trust and Fiduciary Advisor (CTFA) or other designation
   * Experience managing client portfolios strongly preferred
   * Ability to support and develop client relationships
   * Strong analytical skills with high attention to detail and accuracy
   
   Job Expectations: Regional travel up to 10%
   
   We Value Diversity
   
   At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
   
   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.
   
   Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
   
   Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

   Copy this example

   

5. Post your job

   There are various strategies that you can use to find the right senior client manager for your business:

   • Consider promoting from within or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to find candidates who meet your education requirements.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to reach potential job candidates.

   Post your job online:

   • Post your senior client manager job on Zippia to find and recruit senior client manager candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   Recruiting senior client managers requires you to bring your A-game to the interview process. The first interview should introduce the company and the role to the candidate as much as they present their background experience and reasons for applying for the job. During later interviews, you can go into more detail about the technical details of the job and ask behavioral questions to gauge how they'd fit into your current company culture.

   Remember to include a few questions that allow candidates to expand on their strengths in their own words. Asking about their unique skills might reveal things you'd miss otherwise. At this point, good candidates can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new senior client manager

   Once you've found the senior client manager candidate you'd like to hire, it's time to write an offer letter. This should include an explicit job offer that includes the salary and the details of any other perks. Qualified candidates might be looking at multiple positions, so your offer must be competitive if you like the candidate. Also, be prepared for a negotiation stage, as candidates may way want to tweak the details of your initial offer. Once you've settled on these details, you can draft a contract to formalize your agreement.

   It's also good etiquette to follow up with applicants who don't get the job by sending them an email letting them know that the position has been filled.

   To prepare for the new employee's start date, you can create an onboarding schedule and complete any necessary paperwork, such as employee action forms and onboarding documents like I-9 forms, benefits enrollment, and federal and state tax forms. Human Resources should also ensure that a new employee file is created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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