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632 relationship management jobs at 325 companies in Charlotte, NC

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
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1mo
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Treasury Management Relationship Manager
Charlotte or Nashville or Atlanta
$148k-$185k/yr OnsiteFull Time
Regions Bank
Regions BankNYSE: RF: Provides retail, commercial banking, wealth management, and mortgage services.
10+ YOEBachelor's degree with 10 years (or HS/GED with 11 years) in treasury services sales or related experience; CTP designation; strong negotiation, leadership, communication, and analytical skills; proficiency in Microsoft Office.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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2w
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Wealth Management Client Relationship Manager
Charlotte, North Carolina, United States
$71k-$81k/yr OnsiteFull Time
TIAA
TIAA: Financial services organization providing retirement, asset management, and investments.
2+ YOE2+ years financial services experience; obtain Series 7/63/65/66 and life & health insurance licenses within 120 days; strong client relationship, advisory support, and business development skills.
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2mo
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Wealth Management Client Relationship Manager
Dallas or Frisco or Charlotte or Omaha or Fargo or Ames
$63k-$88k/yr OnsiteFull Time
TIAA
TIAA: Provides retirement and financial services for academic and non-profit sectors.
2+ YOE2+ years building client relationships; FINRA registrations (Series 7 and Series 63/65/66); life & health insurance license within 120 days; university degree preferred; knowledge of investment products and financial planning.
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3mo
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Relationship Management Sales Associate - Institutional Client Group
Charlotte or Chicago or Minneapolis or Los Angeles
$98k-$116k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
5+ YOEBachelor's or Master's degree; 5-7 years commercial lending experience; strong relationship, analytical, and credit knowledge; excellent communication and presentation skills.
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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.
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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
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1mo
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Insurance Brokerage- Relationship Management Associate
Charlotte, North Carolina, United States
OnsiteFull Time
Amwins
Amwins: Wholesale insurance distributor and group benefits administrator.
Bachelor's degree preferred; strong Excel and PowerPoint skills; experience with data analysis, reporting, and stakeholder communication; AI literacy; strong written and verbal communication.
Microsoft Excel, Microsoft PowerPoint, Power BI, SQL, CRM, Claude
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Community Development Relationship Manager
Charlotte, North Carolina, United States
OnsiteFull Time
Huntington
HuntingtonNASDAQ: HBAN: Provides regional commercial, consumer, and mortgage banking services.
3+ YOEBachelor's degree and 3+ years CRA/community development or related experience; executive relationship management, strong written and oral communication, and proficiency in Microsoft Office.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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2w
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Relationship Banker North Mountain
Newton, North Carolina, United States
OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
2+ YOE2+ years customer service, relationship management, FINRA Series 6 and 63, state insurance license, SAFE registration, strong communication and sales aptitude; ability to work Saturdays.
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3d
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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
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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.
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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
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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.
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Senior Relationship Manager
New York City or Charlotte
$90k-$110k/yr OnsiteFull Time
PEI Group
PEI Group: Business intelligence provider for global alternative asset markets.
Proven experience managing strategic enterprise accounts with C-level engagement, negotiation and pricing expertise, account planning, forecasting and ability to drive retention and expansion.
Dynamics 365
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3w
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Business Relationship Manager Senior Government
Atlanta or New Orleans or Charlotte
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
8+ YOE8+ years business banking/relationship management or lending experience; bachelor’s degree or equivalent; knowledge of government/not-for-profit regulations, RFP process, and risk management; strong credit judgment and network.
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2mo
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Director – GBS Business Relationship Management for Industrial Automation
Charlotte, North Carolina, United States
HybridFull Time
Honeywell
HoneywellNASDAQ: HON: Manufactures aerospace products, building technologies, and industrial control systems.
10+ YOE10+ years finance experience, 3–5 years Honeywell SBG/corporate experience, bachelor’s in business/finance (MBA preferred), strong finance domain expertise, stakeholder management, communication, strategic thinking, and problem solving.
Honeywell Forge
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2mo
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Distributor Relationship Manager
Dallas or Jacksonville or Charlotte or Portland
HybridFull Time
Johnstone Supply
Johnstone Supply: Wholesale distributor of HVACR equipment, parts, and supplies.
10+ YOE10+ years distributor relations/vendor management, business development, or related field; bachelor’s degree preferred.
CRM, ERP, Excel, PowerPoint, Business Intelligence Tools
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1mo
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Relationship Banker - Charlotte Central Market - Charlotte, NC Area
Charlotte, North Carolina, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Engage clients, educate on self-service banking, manage transactions and cash, follow processes and regulations, and drive client relationships and referrals.
ATM, mobile banking, online banking
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1w
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Pharmacy Relationship Manager
Charlotte or San Antonio
HybridContract
America's Pharmacy Group
America's Pharmacy Group: Providing free prescription savings cards to reduce medication costs.
Sales track record, strong interpersonal and written and verbal communication skills, independent account management ability, and reliable transportation; medical sales experience preferred but not required.
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