How to hire a senior relationship manager

How to hire a senior relationship manager, step by step

Here's a step-by-step senior relationship 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 relationship manager job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new senior relationship manager
• Step 8: Go through the hiring process checklist

What does a senior relationship manager do?

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1. Identify your hiring needs

   Before you post your senior relationship manager job, you should take the time to determine what type of worker your business needs. While certain jobs definitely require a full-time employee, it's sometimes better to find a senior relationship manager for hire on a part-time basis or as a contractor.

   Determine employee vs contractor status

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

   Yes

   No

   You should also consider the ideal background you'd like them a senior relationship manager to have before you start to hire. For example, what industry or field would you like them to have experience in, what level of seniority or education does the job require, and how much it'll cost to hire a senior relationship manager that fits the bill.

   This list presents senior relationship manager salaries for various positions.

   Type of Senior Relationship Manager	Description	Hourly rate
   Senior Relationship Manager	Financial managers are responsible for the financial health of an organization. They produce financial reports, direct investment activities, and develop strategies and plans for the long-term financial goals of their organization.	$37-77
   Manager	Managers are responsible for a specific department, function, or employee group. They oversee their assigned departments and all the employees under the department... Show more	$17-44
   Finance Manager	A finance manager is responsible for monitoring the financial system of a company. Their tasks include handling their organization's financial status, generating cost estimates and budget goals, identifying business opportunities to increase revenues and profitability, improving financial strategies, reducing costs, analyzing account statements, processing invoice as needed, analyzing market trends, searching potential partnerships, and presenting reports... Show more	$34-69

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Business Development
   • Financial Services
   • Financial Statements
   • Cross-Selling
   • SR
   • Relationship Management
   • Commercial Banking
   • Client Relationships
   • Bank Products
   • Project Management
   • Cash Management
   • Portfolio Management
   • Customer Service
   • Treasury

   Check all skills

   Responsibilities:

   • Manage 350 mid-market corporate accounts in healthcare, government and commercial industries nationwide with annual sales of $5M dollars.
   • Lead successful effort to establish first large-scale U.S. corporate treasury management relationship.
   • Manage a portfolio in various stages of workout including liquidation, refinancing, restructure, rehabilitation, bankruptcy and litigation.
   • Coordinate and direct cross sell opportunities with relate business lines including treasury management, leasing, capital markets and investment services.
   • Provide thought leadership and client services in CRM to support $150MM revenue growth with clients.
   • Charge with handling client retention, client satisfaction, relationship profitability and identifying cross-selling opportunities.

   More senior relationship manager duties

3. Make a budget

   Including a salary range in the senior relationship manager job description is a good way to get more applicants. A senior relationship 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 relationship manager in Arkansas may be lower than in New York, and an entry-level engineer typically earns less than a senior-level senior relationship manager. Additionally, a senior relationship manager with lots of experience in the field may command a higher salary as a result.

   Average senior relationship manager salary

   $112,626yearly

   $54.15 hourly rate

   ---

   Entry-level senior relationship manager salary

   $78,000 yearly salary

   Updated December 19, 2025

   Average senior relationship manager salary by state

   Rank	State	Avg. salary	Hourly rate
   1	California	$143,609	$69
   2	New York	$142,852	$69
   3	New Jersey	$138,979	$67
   4	Washington	$129,365	$62
   5	Maine	$128,974	$62
   6	Massachusetts	$127,678	$61
   7	Pennsylvania	$121,621	$58
   8	Connecticut	$120,532	$58
   9	District of Columbia	$119,974	$58
   10	Delaware	$118,824	$57
   11	Nevada	$117,901	$57
   12	Oregon	$113,672	$55
   13	Indiana	$109,321	$53
   14	Georgia	$108,473	$52
   15	Florida	$105,873	$51
   16	North Carolina	$103,263	$50
   17	Kansas	$102,135	$49
   18	Ohio	$100,098	$48
   19	Missouri	$99,163	$48
   20	Minnesota	$98,270	$47

   Average senior relationship manager salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	Bloomberg	$143,107	$68.80	10
   2	Biogen	$142,943	$68.72	2
   3	Bed Bath & Beyond	$139,649	$67.14
   4	Santander Private Banking International	$139,527	$67.08	51
   5	Deutsche Bank	$138,771	$66.72	18
   6	eBay	$137,664	$66.18	4
   7	MUFG EMEA	$136,593	$65.67
   8	BNP Paribas	$135,970	$65.37
   9	Capital Group	$135,152	$64.98	6
   10	Credit Agricole CIB	$134,455	$64.64
   11	WebMD	$134,442	$64.64
   12	Amgen	$134,340	$64.59	4
   13	Citi	$134,329	$64.58	42
   14	J.P. Morgan	$133,168	$64.02
   15	Expedia Group	$131,954	$63.44	12
   16	Bankers Trust Company	$131,824	$63.38
   17	HSBC Bank	$130,643	$62.81	7
   18	AIG	$130,552	$62.77	7
   19	Northern Trust	$130,417	$62.70	6
   20	Gap Inc.	$130,117	$62.56

4. Writing a senior relationship manager job description

   A senior relationship 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. Below, you can find an example of a senior relationship manager job description:

   Senior relationship manager job description example

   The Senior Marketing Delivery Associate is responsible for managing the end-to-end creative execution of web marketing strategies for internal stakeholders within JP Morgan Chase and Careers. This role reports into the Marketing Delivery Lead and will partner closely with marketing strategy channel execution teams.
   
   The ideal candidate has experience leading and executing marketing initiatives and campaigns that support critical touchpoints along the customer journeys to deepen client engagement and build loyalty. This candidate will leverage appropriate channels, tactics, and messaging and has a mindset for performance measurement, best practices and continuous improvement.
   Responsibilities Include Managing E2E implementation of 10-15 digital initiatives a month to ensure wealth management efforts are on-strategy, on time and within budget parameters. Managing the process and execution of creative testing and analysis to optimize performance; testing may include multiple creative versions for each campaign and may leverage different offer constructs as needed Collaboration with marketing strategy managers to identify opportunities, strengthen campaign strategy and establish the framework for measurement and reporting. Management of multi-channel marketing execution including working across multi-functional teams, such as: Agencies for creative development and execution Modeling team, list team and list brokers to coordinate targeting Analytics team to report campaign results Technology teams for capability integration and execution Internal channel execution partners Legal, Regulatory and Compliance Teams Effectively and efficiently working within multiple systems and processes throughout creative development to ensure proper approvals and controls required for a successful launch. Using best practices, test results, customer journey mapping and SEO to optimize and elevate the customer experience. The ideal candidate will have exceptional partnering and project management skills, campaign management and/or digital execution experience, ability to lead and drive decision-making in a complex, ever-changing environment, a mindset for continuous process improvement, be detail oriented, and have a high degree of comfort in a stringent controls environment.
   
   Qualifications Strong knowledge of and 5-7 years' experience in direct marketing and/or project management is required End-to-end project and process management and oversight; digital experience preferred Agency/vendor management, including process improvement and issues resolution/escalation Knowledge of database marketing principles, segmentation, testing and results measurement Specific experience in financial services including wealth management marketing and/or agency-side experience is a plus High energy and the ability to manage multiple initiatives and work within multiple systems and processes simultaneously Can work well under pressure and tight deadlines Highly organized with an ability to foresee and understand implications and downstream impacts of campaign changes and action response plans with speed Strong relationship development and negotiating skills; able to earn respect and trust among internal and external business partners and team members Team player with a positive, can-do attitude; must be comfortable with continuously changing opportunities and priorities Creative and innovative mindset with a focus on constant improvement Excellent written and oral communication skills 4-year college degree preferred
   
   Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
   
   We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
   
   The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
   
   As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
   
   Equal Opportunity Employer/Disability/Veterans

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5. Post your job

   There are a few common ways to find senior relationship managers for your business:

   • Promoting internally or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to meet candidates with the right educational background.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to recruit passive job-seekers.

   Post your job online:

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

6. Interview candidates

   Recruiting senior relationship 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.

   It's also good to ask about candidates' unique skills and talents. You can move on to the technical interview if a candidate is good enough for the next step.

   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 relationship manager

   Once you've found the senior relationship 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 important to follow up with applicants who do not get the job with an email letting them know that the position is filled.

   To prepare for the new senior relationship manager first day, you should share an onboarding schedule with them that covers their first period on the job. You should also quickly complete any necessary paperwork, such as employee action forms and onboarding documents like I-9, benefits enrollment, and federal and state tax forms. Finally, Human Resources must ensure a new employee file is created for internal record keeping.

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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