656 relationship management jobs at 340 companies in Concord, NC

3d
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Third-Party Relationship Management
Frisco or Chicago or Philadelphia or Charlotte
$124k-$174k/yr FieldFull Time
TIAA
TIAA: Financial services organization providing retirement, asset management, and investments.
5+ YOERequires 5+ years of sales or relationship management experience; a university degree is preferred. Requires Series 7, 63, 65, 66 registrations and a resident-state life and health insurance license.
AI
3d
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Third-Party Relationship Management
Dallas or Charlotte or Chicago or Philadelphia or Frisco
$124k-$174k/yr HybridFull Time
TIAA
TIAA: Provides retirement and financial services for academic and non-profit sectors.
5+ YOERequires 5+ years of sales or relationship management experience, Series 7, 63, 65, and 66 registrations, and a resident-state life and health insurance license. A university degree and 7+ years are preferred.
AI
3d
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Senior Cash Management Relationship Specialist (FSI)
Toronto or New York City or Charlotte or Seattle or San Francisco
HybridFull Time, Contract
Sia
Sia: Provide management and AI consulting for business transformation.
12+ YOERequires 12+ years of Canadian cash or treasury management experience in a major bank, client relationship and transition implementation expertise, and deep knowledge of Canadian cash management products.
US ACH, wire, account analysis billing, EFT/ACH, online banking platforms, FINTRAC, OSFI, CPA Rules
4w
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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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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
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.
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.
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
3mo
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Relationship Manager
Fort Mill, South Carolina, United States
$0-$0/hr OnsitePart Time
ComForCare Suburban Metrolina
ComForCare Suburban Metrolina: A certified Great Place To Work that values caregivers and delivers compassionate home health care.
High school diploma or GED; access to reliable transportation; knowledge of home health regulatory requirements; excellent verbal and written communication; experience as a business relationship specialist (bonus).
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
3d
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Supplier Relationship Manager
Des Moines or Charlotte
$85k-$152k/yr RemoteFull Time
Principal Financial Group
Principal Financial GroupNASDAQ: PFG: A global financial investment management and insurance.
3+ YOEBachelor's degree or equivalent experience and 3+ years in supplier relationship management, sourcing, procurement, vendor management, or related work; requires analytics, communication, stakeholder, and performance-management skills.
Bloomberg, Morningstar, FactSet, S&P Global Market Intelligence, ICE Data Services, Refinitiv, LSEG
22h
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Retail Auto Relationship Manager
Charlotte, North Carolina, United States
RemoteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Provides banking, investment, mortgage, and consumer finance products.
2+ YOERequires 2+ years of retail auto relationship management or equivalent experience. Preferred skills include auto finance, prospecting, sales, negotiation, CRM tools, Microsoft Office, and working with large dealer groups.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce
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.
1w
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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
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.
3d
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AVP-Agency Relationship Manager
Fort Mill or St. Louis Park or Coppell
OnsiteFull Time
Two Harbors Investment Corp.
Two Harbors Investment Corp.NYSE: TWO: Manages residential mortgage-backed securities and mortgage servicing rights portfolios.
Bachelor's degree in business or related field or equivalent experience; mortgage servicing experience; agency requirements expertise; team management, stakeholder relationship-building, communication, and project leadership skills.
3d
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AVP-Agency Relationship Manager
St. Louis Park or Fort Mill or Coppell
$103k-$125k/yr OnsiteFull Time
Two Harbors Investment
Two Harbors InvestmentNYSE: TWO: Invests in and manages mortgage-backed securities and servicing rights.
Bachelor's degree in business or related field or equivalent experience, mortgage servicing experience, agency requirements knowledge, team leadership, stakeholder relationship building, communication, and project management skills.
3d
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AVP-Agency Relationship Manager
Fort Mill or St. Louis Park or Coppell
OnsiteFull Time
Two Harbors
Two HarborsNYSE: TWO: Invests in residential mortgage securities and manages servicing rights.
Bachelor’s degree in business or related field or equivalent experience; mortgage servicing experience; agency requirements expertise; team management, stakeholder relationship-building, communication, project leadership, and results delivery skills.