Elite Wealth & Trading Relationship Manager
$75k - $90kBank of America
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
- Mercer Advisors is seeking a Relationship Manager I to elevate client service within the Wealth Management team. You will collaborate with Wealth Advisors to ensure service commitments are executed precisely, consistently, and with care. You will oversee the firm’s service...Suggested
- 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, you’ll manage a book of business...SuggestedFull timeWork at officeRemote workRelocation packageMonday to Friday
- Wealth Client Relationship ManagerWealth 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 deliver...SuggestedFull timeWork at office
$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 ManagerApplyremote type: Hybrid Flexlocations: Charlotte, NC, USAtime type: Full timeposted on: Posted Todaytime left to apply: End Date: August 31, 2026 (17 days left to apply)job requisition id: R260800125**Wealth Client Relationship...SuggestedWork experience placement
- 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...
- Nuveen, a leading wealth management firm, seeks a Wealth Management Client Relationship Manager to partner with Advisors and deliver premium client service for high-net-worth clients. Expect to coordinate financial plans, support asset consolidation, and build lasting relationships...
$61.74k - $85k
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 deliver...Work experience placement$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...Local areaFlexible hours- Lawrence Landscape Group in Charlotte, NC is seeking a Client Relationship Manager for a commercial landscape portfolio. You will own relationships across ~30 properties, conduct regular inspections, and drive enhancements alongside the execution team. You will ensure...
$110k - $130k
...Description:The Job/What You’ll Do:The Manager, Trade Operations is responsible for timely and... ...accurate Trading for a growing $160B+ wealth platform delivering asset management excellence... ...us apart and creates loyal, lasting relationships. Unyielding Integrity, doing what’s...Full timeWork at officeFlexible hours- TIAA is seeking a Wealth Client Relationship Manager to collaborate with Wealth Management Advisors, deepen client relationships, and drive financial solutions for high-net-worth clients in a dynamic team setting. The role emphasizes partner-driven client service, timely...
- Charles Schwab in Charlotte, NC, seeks a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory. You will work as a fiduciary delivering... ...range of investment solutions. The role emphasizes client relationships, mentorship of junior team members, on-site collaboration,...
$110k - $130k
...is seeking a strategic, technically minded trading professional to serve as the business owner for our Execution Management and Trading Connectivity platform. This is... ...single points of failure.Manage strategic relationships with EMS, OMS, FIX, market data, RFQ, algorithm...Full timeFlexible hours- ...Line of Business:TD WealthJob Description:The Institutional Relationship Manager II (IRM) is a sales development role, which focuses on increasing... ..., and government entities with investment solutions from TD Wealth. The Institutional Relationship Manager II serves as the...Full timeWork experience placementLocal areaWork from homeFlexible hours
- ...Accenture is seeking a Senior Consultant or Manager to lead compliance-driven fulfillment... ...regulatory pressure and global trade volatility — combining deep domain expertise... ...business development by building client relationships, contributing to proposals, and shaping...Full timeLive inWork at officeLocal area
$93.4k - $128.4k
...more than $1.5 trillion in assets under management, administration and advisement as of... ...DescriptionSupport the centralized risk function for Wealth Management Solutions, with a focus on... ...CollaborationWe are a client-centric, relationship-based business. Working together, in-...Full timeContract workH1bWork at officeWork from homeVisa sponsorship1 day per week$133.37k - $156.9k
...One.Job DescriptionSUMMARYThis role is an integral member of the Wealth, Corporate, Commercial & Institutional Banking (WCIB) and... ...ensure a consistent and effective standard is applied to exam management across all WCIB Business Units (BU).RESPONSIBILITIESRole responsibilities...Full timeWork experience placementWork at officeLocal area3 days per week$1,800 per month
...solely on the European market. Investing in Relationships, as a SME with external customer(s) and internal customers. Managing various projects/tasks across cross-functional... ...and subject matter expert for assigned trade lanes and liaison between branch management,...Work at officeRemote workWorldwide- ...Commercial Lines Assistant Account Manager HUB International Limited ("HUB") is one of the largest global insurance and employee benefits... ...management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in...Temporary workWork at officeLocal area
- AssetMark seeks a Manager, Trade Operations to lead a trading team for a $160B+ wealth platform. You will execute trading strategy, strengthen controls, and reduce risk while coaching traders and driving process improvements. The role supports hybrid work near Charlotte...
$117.5k - $185k
...particularly with respect to Consumer, Retail, Private Banking and Wealth Management. Acts as an objective advisor to senior leaders across the... ...concept vision.Responsibilities:Serves as a lead primary Relationship Manager for a portfolio of large corporate clients,...Full timeWork at officeWork from homeFlexible hoursShift workDay shift$169.5k - $305.8k
...compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant,... ...cross-functional partner execution. You will curate long-term relationships with key decision makers and influencers within each client,...Full timeContract workTemporary workPart timeWork experience placementWork at officeLocal areaRemote workFlexible hours- ...credit skills with the goal of transitioning into a Senior Relationship Manager role upon completion of the program. Key responsibilities include... ..., including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with product...Work experience placementWork at officeLocal areaFlexible hoursShift workDay shift
- ...an accommodation or an alternative application process. Sr Relationship Manager Full Time Sales North Carolina, Charlotte, NC, US 8 days ago... ...with IRA products, custodial services, trust operations, or wealth management platforms Track record of managing C‑suite and...Full time
$120k - $140k
Trade Compliance Manager - Import/Export Regulations - Charlotte, NC (Hybrid) Trade Compliance Manager - Import/Export Regulations - Charlotte, NC (Hybrid) 2 days ago Be among the first 25 applicants Altius Talent | Freight Forwarding Recruitment provided pay range This...Full timeRemote workWork from homeRelocationRelocation package- U.S. Bank in Charlotte, NC is seeking a senior relationship manager to oversee a group of moderately to highly complex client relationships within the Ascent segment. You will lead and coordinate a dedicated team, pursuing sales opportunities with ultra high net worth...
$63.75k - $75k
...integrating financial planning, investment management, business management, tax, estate,... ...criteria methodology here. Job Summary The Relationship Manager (RM) I is a strategic, client-... ...of service excellence across the Wealth Management team. This role partners closely...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing... ...tax, and audit roles (Interim Controller, Financial Reporting Manager, Internal Audit Manager, etc.). Design/improve accounting processes...Hourly payFull timeWork experience placementInterim roleFlexible hours
- ..., deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating... ...Team is seeking a Senior Relationship Manager (SRM) . Bank of America is one of the... ...Banking, Foreign Exchange, and Wealth Management and facilitates client relationships...Permanent employmentWork at officeFlexible hoursShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Elite Wealth & Trading Relationship Manager. Be the first to apply!
- wealth management advisor Charlotte, NC
- wealth management consultant Charlotte, NC
- wealth manager Charlotte, NC
- labor relations manager Charlotte, NC
- wealth management relationship manager Charlotte, NC
- senior relationship manager Charlotte, NC
- external relations director Charlotte, NC
- relationship manager Charlotte, NC
- relationship manager corporate banking Charlotte, NC
- service relationship manager Charlotte, NC


