CPA Relationship Manager

Candidate Experience site (CX) Open · verified Oct 18, 2026

Hybrid Dallas Full-time Manager Account Management

At a glance

Manager-level Account Management role at Candidate Experience site (CX). Dallas · full-time · $60,000–$95,000 base.

SalaryStated by Candidate Experience site (CX)

$60,000 – $95,000

Base salary for this role, in USD per year, as published in the posting.

This role, from Candidate Experience site (CX)Our estimate for the market: $75,625–$161,875Median $106,519

Below the market median of $106,519 for mid-level account management roles in Dallas.

Worked out from 30 postings that stated pay, median $106,519. Last updated Oct 18, 2026.

RoleAccount Management

SeniorityManager

LocationDallas

WorkplaceHybrid

EmploymentFull-time

Base pay$60,000–$95,000

PostedJun 1, 2026 · 4mo ago

Role brief

growthroles summary, based on the employer's posting.

What you'll do

Help CPA firms make wealth management a core service by setting growth priorities and putting practical strategies into action
Review firms’ wealth management strengths and gaps with firm leaders and financial planning consultants, then recommend next steps
Find potential client opportunities and coach CPAs on how to introduce financial planning to their clients
Run educational sessions for CPAs and keep firm leaders accountable for progress toward growth goals
Track prospect pipelines in the CRM and share activity updates with firm and internal leaders

What you bring

At least five years of related financial services or financial planning experience, or equivalent training
You can assess budgets and financial data to make sound business decisions
You’re comfortable using MS Office, CRM databases, email and internet tools

Who this fits

This manager-level role suits someone who can coach CPA firms while coordinating with financial planning and internal teams. The position is based in Dallas with a hybrid schedule and requires travel to CPA firms, estimated at twenty percent.

From the employer

The CPA Relationship Manager is a key role in delivering wealth management services to firms and driving results for CPA firms. The role of the CPA Relationship Manager is to work directly with affiliate CPA firms to grow their wealth management business. The Relationship Manager guides the firm to implement best practices for establishing wealth management as a core offering in their firm, including prospecting wealth management leads and coaching CPAs on an effective client approach. Our unique approach to client development combines a need for financial planning expertise, coaching, lead identification, and data management into one position focused on helping CPAs help their clients.

What you will do:

Be a driving force to execute CPA firm’s wealth management strategic vision, business plans, growth and retention strategies in conjunction with Affiliate Development Director and Territory Director.
Collaborate with firm and Financial Planning Consultants on wealth management SWOT assessments, goal setting, priorities/plans and recommended growth strategies.
Assist CPA firms in growing their wealth management business through discovery, creation of goals/priorities, promoting business strategies, driving best practices, identifying client opportunities, coaching on client approach. Asses, diagnose and present best practices & solutions to firms.
Responsible for firm growth including number of CPA firm producers and firm penetration. Plays critical role in achieving net new asset targets for assigned firms.
Communicates wealth management/financial planning strategies and ideas for successful introductions to the CPA firm’s clients.
Hosts regular educational sessions on their own or with other partners to inform CPAs on broad wealth management/planning topics.
Tracks and reports prospect and pipeline activity in CRM, to supervisor, financial planning consultants, CPA firm leadership and other leaders.
Conduct regular communication with firm leaders on progress and accountability, holding CPA firm accountable to results.

What you need to have:

At least 5 years related financial services/planning experience and/or training
Demonstrated financial management and budgeting skills with ability to make sound business decisions based on data and statistics
Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email, and Internet usage.
Build strong relationships across all teams by fostering collaboration.
Act as a partner in connecting ideas, questions or opportunities with internal team members and subject matter experts.
Responsible for project management and integrating resources to ensure timely deliverables to CPA firm for project completion.

What is nice to have:

Bachelor’s degree (B.A.) from four-year college or university preferred
Series 65 and state insurance license, preferred
CFP preferred

Travel requirements: Travel to CPA firm based on segmentation and engagement model (20% travel).

Compensation: The salary range for this role is from $60,000-$95,000 base, a competitive incentive-base bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.