204 client relationship manager jobs at 90 companies in Mount Holly, NC

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D365 Client Relationship Manager
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yr OnsiteFull Time
BDO USA
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
2mo
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Wealth Management Client Relationship Manager
Frisco or Charlotte
$71k-$81k/yr OnsiteFull Time
TIAA
TIAA: Financial services organization providing retirement, asset management, and investments.
2+ YOE2+ years financial services experience; FINRA Series registrations (7,63/65,66) and life & health insurance license required within 120 days; university degree preferred; strong client relationship and sales skills.
2mo
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Wealth Management Client Relationship Manager
Charlotte or Philadelphia or Frisco or Pittsburgh
$63k-$88k/yr HybridFull Time
TIAA
TIAA: Provides retirement and financial services for academic and non-profit sectors.
2+ YOE2+ years financial services experience; Series 7 and 66 (or 63/65) and resident state life & health insurance license required within 120 days; university degree preferred; client relationship and advisory support skills.
1mo
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Vice President, Client Relationship Manager 
Charlotte, North Carolina, United States
OnsiteFull Time
Amwins
Amwins: Wholesale insurance distributor and group benefits administrator.
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
1w
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Client Relationship Marketing Associate Director
San Francisco or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale 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
$139k-$370k/yr RemoteFull Time
Accenture
AccentureNYSE: ACN: Global provider of management consulting and technology services.
10+ YOE10+ years marketing experience, including 3+ years in account-based or client relationship marketing, with strong commercial, communication, project management, full-funnel, and client engagement skills.
Salesforce, Gen AI
2mo
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Relationship Manager I
Charlotte, North Carolina, United States
$64k-$75k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Experience with wealth management service models, client relationship management, leadership/mentoring, strong communication and problem-solving, and proficiency with CRM and workflow tools.
1w
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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
Accenture
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
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
IRALOGIX
IRALOGIX: Provides an institutional technology platform for automated IRA recordkeeping.
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
1mo
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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
PwC
PwC: Providing audit, tax, and management consulting services to businesses.
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.
3w
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Relationship Manager- Wealth Management
Dallas or Scottsdale or Charlotte or Malvern
HybridFull Time
Vanguard
Vanguard: Global investment management and financial services provider.
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
1mo
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Sr. Relationship Manager (US)
Charlotte or Greenville
$149k-$223k/yr OnsiteFull Time
TD Bank
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
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
Small Biz Heroes
Small Biz Heroes: Provides alternative financing and credit education for small businesses.
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
1mo
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Relationship Manager III - C&IB
Charlotte, North Carolina, United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
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.
1mo
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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
Grant Thornton
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
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
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
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.
1w
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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
Greystar
Greystar: Provides global property management and real estate investment services.
Supports client relationships, new business development, proposals, market analysis, client communications, and strategic positioning; requires proficiency with AI productivity tools.
Microsoft Copilot, Claude, ChatGPT
3mo
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Business Banking Sr. Relationship Manager - Charlotte, NC - Carolinas East Market
Charlotte, North Carolina, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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.
2w
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Financial Relationship Advisor
Charlotte, North Carolina, United States
OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
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
1w
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Client Director
Charlotte, North Carolina, United States
OnsiteFull Time
HCLTech
HCLTechNational Stock Exchange of India: HCLTECH: Global technology providing digital, engineering, and cloud services.
Own strategic global client relationships, advise senior executives, expand revenue, lead governance, drive innovation, and manage a global account team.
AI