Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Elite Wealth & Trading Relationship Manager

$75k - $90k

Bank 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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Elite Wealth & Trading Relationship Manager in Charlotte, NC vacancy
  • 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

    PNC

    Charlotte, NC
    1 day ago
  • $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... 
    Suggested
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Charlotte, NC
    1 day ago
  • ## 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... 
    Suggested
    Work experience placement

    Nuveen

    Charlotte, NC
    8 hours ago
  •  ...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... 
    Suggested
    Work at office
    Remote work
    Relocation package
    Monday to Friday

    Vanguard

    Charlotte, NC
    2 days ago
  • 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

    Mercer-Advisors

    Charlotte, NC
    5 days ago
  • **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 placement
    Work at office

    Nuveen

    Charlotte, NC
    5 days ago
  • 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... 

    TIAA

    Charlotte, NC
    2 days ago
  • $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 time
    Local area
    Flexible hours
    Shift work

    Citizens Financial Group

    Charlotte, NC
    3 days ago
  • 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

    Vanguard

    Charlotte, NC
    1 day ago
  • 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 office
    Local area

    SouthState Bank, N.A.

    Charlotte, NC
    5 days ago
  • $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 work
    H1b
    Remote work
    Flexible hours

    EPAM Systems

    Charlotte, NC
    3 days ago
  •  ...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

    First Horizon

    Charlotte, NC
    1 day ago
  •  ...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 Professional Products, Inc.

    Charlotte, NC
    1 day ago
  •  ...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... 

    Husqvarna Group

    Charlotte, NC
    7 hours ago
  • 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... 

    Theuniversityunion

    Charlotte, NC
    1 day ago
  • $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 placement
    Summer holiday
    Worldwide
    Flexible hours

    Ernst & Young Oman

    Charlotte, NC
    5 days ago
  • $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

    Accenture

    Charlotte, NC
    4 days ago
  • $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 office
    Remote work
    Worldwide

    Theuniversityunion

    Charlotte, NC
    1 day ago
  • 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

    Ernst & Young Oman

    Charlotte, NC
    5 days ago
  •  ...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

    Spectrum Brands

    Charlotte, NC
    1 day ago
  •  ...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 placement
    Work at office
    Local area
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Charlotte, NC
    3 days ago
  •  ...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... 

    IRALOGIX, Inc.

    Charlotte, NC
    4 days ago
  •  ..., 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 placement
    Work at office
    Local area
    Shift work
    Day shift

    Bank of America

    Charlotte, NC
    2 days ago
  • $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 work
    Work at office
    Home office
    Monday to Friday

    Mercer Advisors

    Charlotte, NC
    1 day ago
  • $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 work
    Work experience placement
    Local area
    Weekend work

    Garda World Security

    Charlotte, NC
    6 days ago
  • $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... 

    Indeed

    Charlotte, NC
    4 days ago
  • $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 work
    Work at office
    Local area
    Home office
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Charlotte, NC
    18 days ago
  •  ...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 time
    Part time
    Work experience placement
    Work at office
    Shift work
    Day shift

    Truist Inc

    Charlotte, NC
    5 days ago
  •  ...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 work
    Work experience placement
    Work at office
    Flexible hours

    Ameris Bank

    Charlotte, NC
    1 day ago
  • $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 pay
    Placement year
    Live out
    Work at office

    Insight Global

    Charlotte, NC
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Elite Wealth & Trading Relationship Manager. Be the first to apply!