656 relationship management jobs at 340 companies in Concord, NC
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Third-Party Relationship Management
Frisco or Chicago or Philadelphia or Charlotte
$124k-$174k/yrFieldFull Time
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.
Dallas or Charlotte or Chicago or Philadelphia or Frisco
$124k-$174k/yrHybridFull Time
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.
Toronto or New York City or Charlotte or Seattle or San Francisco
HybridFull Time, Contract
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.
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.
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
Relationship Management Sales Associate - Institutional Client Group
Charlotte or Chicago or Minneapolis or Los Angeles
$98k-$116k/yrOnsiteFull Time
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.
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.
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.
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).
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
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
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
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.
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/yrOnsiteFull Time
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
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.
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.
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.
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.
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.
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.