618 relationship manager jobs at 315 companies in Charlotte, NC
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.
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
2w
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Relationship Manager II
Redwood City or Boston or Charlotte
$126k-$176k/yr OnsiteFull Time
5+ YOE5+ years charitable gift planning experience, university degree preferred, strong written/verbal communication, public speaking, content creation, and client relationship skills.
1mo
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Community Development Relationship Manager
Charlotte, North Carolina, United States
OnsiteFull Time
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
3w
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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
1mo
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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.
4w
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Senior Relationship Manager
New York City or Charlotte
$90k-$110k/yr OnsiteFull Time
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
15h
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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
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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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
1mo
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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.
6d
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Senior Relationship Manager - Asset Based Lending
Dallas or Boston or Atlanta or Charlotte or Los Angeles or Houston or Chicago
$159k-$305k/yr HybridFull Time
7+ YOERequires 7+ years of secured or specialized lending relationship or portfolio management experience, strong credit analysis and communication skills, and knowledge of asset-based lending; bachelor's degree preferred.
Microsoft Office
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
3w
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Business Relationship Manager Senior Government
Atlanta or New Orleans or Charlotte
OnsiteFull Time
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.
1mo
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Relationship Manager II
Redwood City or Charlotte or Boston
$134k-$212k/yr OnsiteFull Time
5+ YOE5+ years charitable gift planning experience required; university degree preferred; strong written/verbal communication, content creation and public speaking; EMR not mentioned; sedentary work.
2mo
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Distributor Relationship Manager
Dallas or Jacksonville or Charlotte or Portland
HybridFull Time
10+ YOE10+ years distributor relations/vendor management, business development, or related field; bachelor’s degree preferred.
CRM, ERP, Excel, PowerPoint, Business Intelligence Tools
6d
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Premium Elite Relationship Manager
Jacksonville or Charlotte or Riverside or Fort Worth or Chandler or Pennington
$75k-$90k/yr OnsiteFull Time
3+ YOERequires 3–5 years of investment, trading, and brokerage experience; advanced trading, options, fixed income, and margin expertise; Series 7 and 66 licenses; strong analytical, organizational, interpersonal, and risk management skills.
Global Wealth and Investment Management (GWIM), US Trust, Merrill Edge
5d
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Premium Elite Relationship Manager
Riverside or Charlotte or Fort Worth or Chandler or Pennington or Jacksonville
$75k-$90k/yr OnsiteFull Time
3+ YOERequires 3–5 years of investment, trading, and brokerage experience; advanced trading strategy, options, fixed income, and margin expertise; Series 7 and 66 licenses; strong analytical, organizational, interpersonal, and risk management skills.
US Trust, BAC, Advisory, Merrill Edge
1w
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Pharmacy Relationship Manager
Charlotte or San Antonio
HybridContract
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.
1mo
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Senior Customer Relationship Manager
Allen or Birmingham or Cedar Falls or Charlotte or Louisville or Lenexa or Springfield or Monett
$75k-$95k/yr RemoteFull Time
6+ YOE6+ years back-office banking or customer relationship experience in banking; ability to travel up to 25%; experience with Silverlake, CIF 20/20, or Core Director preferred; strong communication and judgment.
Silverlake, CIF 20/20, Core Director
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