Elite Wealth & Trading Relationship Manager
$75k - $90kBank of America Financial Center
Bank of America in Charlotte, NC is seeking a skilled professional for a client management role focusing on high-net-worth self-directed clients. The position includes responsibilities for all trading needs and aims to enhance client satisfaction. Candidates should have 3-5 years of trading experience, hold Series 7 and 66 licenses, and demonstrate strong decision-making and interpersonal skills. The role offers an annual salary range of $75,000 - $90,000 along with comprehensive benefits. #J-18808-Ljbffr Bank of America
- PNC Wealth Management is seeking a Senior Supervision Specialist to oversee supervision, trade review, and new accounts within a defined region. You will handle escalations, provide coaching to Financial Advisors, and ensure compliance with securities rules and firm policy...Suggested
$75k - $90k
...responsible for helping clients with complex trading, servicing and relationship needs. Key responsibilities include managing a book of high-net-worth, self-directed clients... ...enterprise business lines, including Global Wealth and Investment Management (GWIM), US Trust...SuggestedWork at officeWork from homeShift workDay shift- ## Wealth Management Client Relationship ManagerApplylocations: Charlotte, NC, USAposted on: Posted 3 Days Agotime left to apply: End Date: July 31, 2026 (27 days left to apply)job requisition id: R260500213**Wealth Client Relationship Manager** Wealth Management Client...SuggestedWork experience placement
- ...Relationship Manager Are you ready to take the next step in your financial services relationship management career? Vanguard is seeking passionate... ...and driven individuals to join our growing Advice & Wealth Management division as Relationship Managers! In this role...SuggestedWork at officeRemote workRelocation packageMonday to Friday
- Mercer-Advisors is looking for a Relationship Manager I in Charlotte, NC, a strategic role focused on client service excellence across the Wealth Management team. This position partners closely with Wealth Advisors to deliver service commitments with precision. The ideal...Suggested
- **Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to...Work experience placementWork at office
- A leading retirement company is seeking a Wealth Client Relationship Manager in Charlotte. This role involves collaborating with Wealth Management Advisors to enhance client relationships and financial solutions. Ideal candidates will have at least 2 years of financial...
$170k - $190k
The Trade Ops Group Manager is responsible for the end-to-end leadership of trade execution, post... ...and across all custodians within the Wealth platform. This role ensures best execution... ...oversight, vendor and custodian relationships, and continuous improvement initiatives...Full timeLocal areaFlexible hoursShift work- Vanguard is looking for passionate Relationship Managers in Charlotte, NC, to engage ultra-high-net-worth clients and provide exceptional financial services. The role requires managing a book of assets between $5-25 million while delivering tailored solutions and advice...Remote job
- SUMMARY/OBJECTIVES It is the responsibility of the Commercial Relationship Manager V to take ownership of all tasks and opportunities included... ...with Treasury Management Sales Officers, Capital Markets, Wealth, and Retail Underwrite loan requests within the parameters...Work at officeLocal area
$180k - $225k
...have a track record of growing enterprise relationships in insurance and can bridge the gap... ...engagements Drive account revenue growth, manage pipeline, and own P&L performance across... ...retirement services (insurance‑adjacent or wealth management context a plus) Executive...Temporary workH1bRemote workFlexible hours- ...Commercial Relationship Manager Senior Job Category: Commercial Lending Summary Develop new customer prospects and business with commercial... ...commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets,...Local area
- ...Participating Government Agency (PGA) regulations for applicable HTS codes and imports. Drive strategic trade compliance program efficiency, including risk assessment, risk management and responding to issues that are identified. Ensure accurate and complete recordkeeping of all...Work at office
- ...Husqvarna Group in Charlotte, NC seeks a Trade Compliance Manager reporting to the Director, Trade Compliance. You oversee all trade compliance for the assigned business unit(s), drive compliant border crossings and collaborate with brokers and internal teams to optimize...
- Theuniversityunion is seeking an experienced European Business Development Manager in Charlotte, NC. You will lead efforts in expanding our... ...excellent communication abilities. A commitment to building relationships and ensuring customer satisfaction is essential. This role...
$105.1k - $192.6k
Tax - Indirect Tax - Global Trade Thomson Reuters ONESOURCE - Manager Location: Anywhere in Country The Opportunity EY’s Global Trade practice, a national group in Indirect Tax, provides advisory services on global customs and import, export and other international trade...Work experience placementSummer holidayWorldwideFlexible hours$94.4k - $266.3k
...), import and export compliance workflows, license management and utilization, customs filings, trade agreements, duty and tax calculations. Ensure solutions... ...time for collaboration, learning, and building relationships. Qualifications Minimum of 7 years of Oracle...Work experience placement$1,800 per month
...Category European Business Development Manager About Green “Global Reach with a personal... ...on the European market. Investing in Relationships, as a SME with external customer(s) and... ...and subject matter expert for assigned trade lanes and liaison between branch management...Work at officeRemote workWorldwide- Ernst & Young Oman is seeking a Manager for their Global Trade practice to lead and implement Thomson Reuters ONESOURCE trade automation solutions... ...related field, alongside experience in project management to foster client relationships. #J-18808-Ljbffr Ernst & Young Oman
- ...brands including Spectracide, Hot Shot, Cutter, Repel, Black Flag, Garden Safe, EcoLogic and Liquid Fence. Job Summary The Trade Marketing Manager supports the development and execution of trade marketing strategies to drive brand visibility and sales performance across...Work at office
- ...credit skills with the goal of transitioning into a Senior Relationship Manager role upon completion of the program. Key responsibilities include... ...America, including Investment Banking, Foreign Exchange and Wealth Management and facilitates client relationships with product...Work experience placementWork at officeLocal areaFlexible hoursShift workDay shift
- ...Senior Relationship Manager IRALOGIX is a modern financial technology company transforming the $17 trillion IRA market with cloud-based,... ...with IRA products, custodial services, trust operations, or wealth management platforms Track record of managing C-suite and...
- ..., deepening, and maintaining profitable relationships, collaborating with teammates and facilitating... ...satisfaction. Responsibilities: Manages an extensive portfolio of complex... ...Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships...Work experience placementWork at officeLocal areaShift workDay shift
$63.75k - $75k
...Relationship Manager (Charlotte, NC) The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department... ...to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors...Temporary workWork at officeHome officeMonday to Friday$75k
...GardaWorld as a Security Client Services Manager – Where Service Excellence Meets Impact!... ...service quality, strengthen client relationships, and help drive account success through... ...professionals across the globe, offering a wealth of opportunities to individuals looking...Contract workWork experience placementLocal areaWeekend work$77k - $117k
...both expanding and cultivating new accounts and territories, leveraging consultative and solution‑based selling expertise. Brings a wealth of experience in selling to Fortune 1000 organizations, coupled with relevant involvement in high‑growth environments. Demonstrates...$63.75k - $75k
...integrating financial planning, investment management, business management, tax, estate,... ...methodology here. Job Summary: The Relationship Manager (RM) I is a strategic, client-... ...delivery of service excellence across the Wealth Management team. This role partners...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...acquire, grow and retain profitable client relationships. Collaborate with internal and external... ...with notable risk and complexity while Managing deliverables for the team against... ...a process Consumer/Commercial/Corporate/Wealth banking product and/or segment marketing...Full timePart timeWork experience placementWork at officeShift workDay shift
- ...Groups that serve as advocates and purpose and how you can bring it to life as an Ameris Bank teammate. The Senior Commercial Relationship Manager is responsible for attainment of deposit and loan growth objectives. The position executes sales production efforts to...Temporary workWork experience placementWork at officeFlexible hours
$38k - $68.64k
...interviews, preparing candidates to meet hiring managers, and ultimately negotiating job offers... ...consultants and building long-term relationships with their clients. Account Managers run... ...Compete, Always Find a Way, and Be Elite. COMPENSATION Insight Global offers a competitive...Weekly payPlacement yearLive outWork at office
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