206 client relationship manager jobs at 91 companies in Charlotte, NC
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Client Relationship Manager
Frisco or Charlotte
$71k-$81k/yr OnsiteFull Time
2+ YOERequires university degree preferred, 2+ years experience, FINRA registrations (Series 7,63,65,66) and life & health insurance license within 120 days, strong client relationship and advisory support skills.
1mo
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Client Relationship Manager
Dallas or Frisco or Charlotte
$71k-$81k/yr OnsiteFull Time
2+ YOE2+ years experience; partner with advisors to support high-net-worth clients; obtain FINRA registrations (Series 7/63/65/66) and resident life & health insurance license within 120 days; university degree preferred.
3w
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Vice President, Client Relationship Manager
Charlotte, North Carolina, United States
OnsiteFull Time
6+ YOEBachelor's degree,6+ years insurance experience,relationship/account management,proven data-driven decision making,proficiency with Microsoft Office and Power BI,excellent communication and stakeholder management.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Power BI
1mo
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Relationship Manager
Pennsylvania or Charlotte or Dresher or Charleston
RemoteFull Time
5+ YOE5+ years in retirement services, strong Microsoft Office skills including Excel, client relationship management, issue resolution, and ability to meet deadlines in a fast-paced environment.
Microsoft Office, Microsoft Excel, DST
2mo
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Relationship Manager I
Charlotte, North Carolina, United States
$64k-$75k/yr HybridFull Time
Experience with wealth management service models, client relationship management, leadership/mentoring, strong communication and problem-solving, and proficiency with CRM and workflow tools.
2d
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Client Relationship Marketing Associate Director
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States or Remote
$139k-$370k/yr RemoteFull Time
10+ YOERequires 10+ years marketing experience, 3+ years account-based or client relationship marketing, strong communication, project management, strategic advising, commercial acumen, and CRM/Gen AI proficiency.
Salesforce, Gen AI
1mo
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Sr Relationship Manager
Pittsburgh or Charlotte
OnsiteFull Time
7+ YOE7+ years in relationship/account/client success in B2B SaaS, fintech, or financial services; familiarity with IRA products and custodial/trust operations; proven C-suite relationship management; CRM (Salesforce) experience; strong strategic, communication, mentoring, and analytics skills; Bachelor's degree.
Salesforce
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Client Relationship Executive – Cyber Managed Services
San Francisco or Raleigh or Charlotte or Chicago or Jacksonville or Cincinnati or Columbia or Kansas City or Dallas or Los Angeles or Boston or San Jose or Seattle or Tampa or Atlanta or Austin or Washington or Miami or Denver or Detroit or Nashville or Buffalo or Florham Park or New York or Orlando or Philadelphia or Pittsburgh or Hartford or Portland or Houston
$123k-$424k/yr OnsiteFull Time
8+ YOEBachelor's degree, at least 8 years in the cyber industry with proven demand generation and sales success, executive relationship-building, strategic go-to-market and sales planning experience.
2w
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Relationship Manager- Wealth Management
Dallas or Scottsdale or Charlotte or Malvern
HybridFull Time
3+ YOE3+ years managing a financial services book of business, with high-net-worth client relationship experience preferred; requires regulatory licensing or registration and a bachelor's degree or equivalent experience.
ETFs
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Sr. Relationship Manager (US)
Charlotte or Greenville
$149k-$223k/yr OnsiteFull Time
10+ YOEUndergraduate degree, 10+ years relevant experience in commercial banking, strong credit and financial analysis, business development track record, negotiation and client relationship skills.
1mo
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Senior Relationship Manager - Alternative Finance
Charlotte, North Carolina, United States
$54k/yr OnsiteFull Time
2+ YOE2+ years in alternative business finance; knowledge of MCA, term loans, SBA, lines of credit, equipment financing; strong communication and client relationship skills; experience managing renewals and growth.
Salesforce
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Relationship Manager III - C&IB
Charlotte, North Carolina, United States
OnsiteFull Time
8+ YOERequires strong client relationship, credit and financial analysis skills; typically 8+ years industry experience and a bachelor's degree; ability to originate and manage complex credit requests and drive revenue.
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Advisory Director Client Relationship Executive - Outsourcing
Atlanta or Phoenix or Boston or Portland or Philadelphia or Pittsburgh or Southfield or San Diego or San Francisco or San Jose or Minneapolis or Columbia or Denver or Kansas City or St Louis or Austin or Dallas or Houston or Reno or Hartford or Salt Lake City or Charlotte or Arlington or Edison or Fort Lauderdale or Jacksonville or Orlando or Tampa or Melville or New York or Bellevue or Raleigh or Washington or Appleton or Milwaukee or Cincinnati or Cleveland or Wichita or Baltimore or Oklahoma City or Tulsa
$180k-$220k/yr OnsiteFull Time
10+ YOE10+ years sales experience with 5+ years selling professional services; proven new-business hunting, pipeline building, executive engagement, pricing/negotiation, and CRM discipline; bachelor’s required.
ServiceNow, CRM/OneView
2mo
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Senior Relationship Manager
Morristown or Boston or Philadelphia or Charlotte
$119k-$238k/yr HybridFull Time
5+ YOE5+ years in client management or large-client sales; bachelor's degree; life/health license or able to obtain within 6 months; strong voluntary benefits knowledge; hybrid work experience.
5d
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Manager, Client Services
Charlotte or Brentwood or Atlanta or Raleigh or Charleston or North America or Europe or South America or Asia
$90k-$100k/yr HybridFull Time
Supports client relationships, new business development, proposals, market analysis, client communications, and strategic positioning; requires proficiency with AI productivity tools.
Microsoft Copilot, Claude, ChatGPT
2w
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Manager, High Net Worth Relationship Managers
Dallas or Charlotte or Malvern or Scottsdale
HybridFull Time
5+ YOE5+ years related experience (3+ in financial services), experience leading sales/client teams, undergraduate degree or equivalent, regulatory license/registration required, strong relationship management and coaching skills, must reside in Texas.
2mo
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Business Banking Sr. Relationship Manager - Charlotte, NC - Carolinas East Market
Charlotte, North Carolina, United States
OnsiteFull Time
5+ YOE5+ years in commercial lending and client relationship management in business banking; portfolio management; financial analysis; cross-sell opportunities.
1mo
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Business Banking Sr. Relationship Manager - Charlotte, NC - Carolinas East Market
Charlotte, North Carolina, United States
OnsiteFull Time
5+ YOE5+ years commercial lending or business banking experience; experience managing clients with $20M-$50M revenue; financial statement and cash flow analysis; sales and relationship management skills.
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Cybersecurity Client Relationship & Sales Support Specialist
Chicago or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or St. Pete or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$59k-$155k/yr HybridFull Time
3+ YOERequires 3+ years in sales, cybersecurity, and project management; strong communication and executive presence; and a bachelor's degree or equivalent experience.
Customer Relationship Management (CRM)
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Financial Relationship Advisor
Charlotte, North Carolina, United States
OnsiteFull Time
2+ YOE2+ years client management experience, FINRA Series 7 and 66 (or 63 and 65), client relationship and sales skills, compliance with FINRA/state licensing, strong communication and judgment.
Microsoft Word, Microsoft Excel, Microsoft Outlook
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