630 relationship manager jobs at 327 companies in Davidson, NC
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Relationship Manager I
Charlotte, North Carolina, United States
$64k-$75k/yrHybridFull Time
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.
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
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.
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.
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.
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
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.
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
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.
Jacksonville or Charlotte or Riverside or Fort Worth or Chandler or Pennington
$75k-$90k/yrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
Riverside or Charlotte or Fort Worth or Chandler or Pennington or Jacksonville
$75k-$90k/yrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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.
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.
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.
Vice President Mid-Corporate Sports Relationship Manager
Los Angeles or Charlotte
$159k-$305k/yrHybridFull Time
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
5+ YOERequires 5+ years of mid-corporate relationship or portfolio management experience, a bachelor's degree, financial analysis and modeling skills, Microsoft Office proficiency, and FINRA Series 63 and 79 licensing.
Microsoft Office, Customer Relationship Management systems