Relationship Manager isolvedRelationship ManagerCharlotte, NCisolved People Cloud™ is a connected HCM platform with built-in artificial intelligence (AI) and analytics that brings together HR, payroll, benefits, workforce management and talent management in one experience. Purpose-built for People Heroes™, isolved gives HR, payroll and benefits leaders the tools and insights to streamline operations and deliver employee experiences that matter.
Wealth Management Client Relationship Manager TIAAWealth Management Client Relationship ManagerCharlotte, North CarolinaWealth 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 financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.
Sr. Relationship Manager, Commercial Banking - Charlotte, NC TD BankSr. Relationship Manager, Commercial Banking - Charlotte, NCCharlotte, North CarolinaThe job acquires, develops and manages commercial banking relationships by providing customized solutions across different commercial segments to build a strategy that is right for the customer now, and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new customers. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Commercial Real Estate Relationship Manager III - Senior Housing Citizens Financial Group IncCommercial Real Estate Relationship Manager III - Senior HousingCharlotte, NC$240,000–$300,000 / yearThe Senior Housing Relationship Manager is responsible for originating, structuring, and managing complex commercial real estate relationships with a focus on senior housing, healthcare real estate, and related operating platforms. The banker will drive growth through proactive origination, disciplined credit underwriting, and strategic client advisory, partnering across the Bank to deliver a "One Bank" approach to institutional and middle market clients.
Treasury Relationship Mgr II Citizens Financial Group IncTreasury Relationship Mgr IICharlotte, NCExternal Minimum 8+ years Treasury Services sales experience Strong knowledge of complex payments and card solutions Strong communications skills Demonstrates integrity and honesty Strong work ethic; self-driven, high energy and motivated to achieve results Ability to travel when appropriate. Responsibilities: • Be a Trusted Advisor to clients and prospects, providing solutions for continual optimization of treasury management and operational processes in order to achieve high customer satisfaction and revenue growth.
NewRelationship Manager III - C&IB PNC BankRelationship Manager III - C&IBCharlotte, North CarolinaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Relationship Manager II - C&IB - Real Estate Banking PNC BankRelationship Manager II - C&IB - Real Estate BankingCharlotte, North CarolinaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Business Relationship Manager I - Officer JPMorgan Chase & CoBusiness Relationship Manager I - OfficerCharlotte, NCIdentify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs. Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.
Business Relationship Manager Senior Acquisition - Vice President JPMorgan Chase & CoBusiness Relationship Manager Senior Acquisition - Vice PresidentCharlotte, NCul>Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed. Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
C&IB Associate Relationship Manager PNC BankC&IB Associate Relationship ManagerCharlotte, North Carolinap style="text-align:inherit"/>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
R&I Independence Joint Business Relationships Manager PricewaterhouseCoopers LLPR&I Independence Joint Business Relationships ManagerCharlotte, NC$73,500–$212,280 / yearAs part of the Joint Business Relationships (JBR) Independence team within Risk & Independence, you will consult with and provide guidance to teams on the application of the business relationship rules in areas such as provision of services, procurement, use of third-party technology, marketing, participation in conferences and events, publications, among others. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Relationship Manager, Consumer and Retail - Institutional Client Group U.S. BancorpRelationship Manager, Consumer and Retail - Institutional Client GroupNC$194,225–$228,500 / yearThe Relationship Manager's primary focus involves expanding and servicing a variety of large and highly complex customer relationships, taking a leadership role in all aspects of client relationship management, including dedication to customers, quality, accountability, loan and deposit growth, and fee income growth. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
NewRelationship Manager Vanguard GroupRelationship ManagerCharlotte, NCAdditionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a full background check, including criminal, employment/education history, credit, and public records search in accordance with FINRA regulations. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.
Wealth Management Client Relationship Manager Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Client Relationship ManagerCharlotte, NC$62,500–$87,500 / yearWealth 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 financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.
Relationship Manager Senior Specialty Deposits (Embedded Transaction Banking) City National BankRelationship Manager Senior Specialty Deposits (Embedded Transaction Banking)Charlotte, NCRemote$111,408–$189,738 / yearThis key position is responsible for actively meeting the Treasury Services Deposits needs of both existing clients and prospective clients by presenting a variety of product solutions and providing responsive and exemplary service. Collaborate cross functionally with product, finance, risk and technology teams focusing on ensuring the embedded payments/managed services of Embedded Transaction Banking is well represented internally and externally.
VP- Client Relationship Manager - Commercial Franchise Practice Marsh & McLennan Companies IncVP- Client Relationship Manager - Commercial Franchise PracticeNC$165,000–$185,000 / yearThis role is ideal for someone who thrives in a fast-paced, entrepreneurial environment and enjoys combining relationship management, strategic sales, and industry expertise to help clients navigate complex challenges and unlock long-term success. This is an opportunity to step into a highly visible role where you will influence client strategy, drive business growth, and partner with industry leaders to deliver tailored risk solutions that create measurable impact.
Business Relationship Manager, Retail Annuities Talcott Financial Group LtdBusiness Relationship Manager, Retail AnnuitiesCharlotte, NCRemotep>Talcott Financial Group has a proven track record of well-executed transactions, and the enterprise benefits from its strong financial position with over $127 billion in assets under management, its investment-grade financial strength ratings, and its partnership with Sixth Street, a leading global investment firm. This role requires a strategic thinker with strong communication and relationship management skills who can proactively resolve issues, streamline operational workflows, and strengthen our partnerships through excellence in service and execution.
NewIT Business Relationship Manager (BRM) XylemIT Business Relationship Manager (BRM)Charlotte, North CarolinaSuccessful candidates will demonstrate the following high-impact leadership behaviors: Strategic Decision Making: Evaluate complex situations, balance competing priorities, and make informed decisions that support organizational goals and long-term business success. Our products impact public utilities, industrial sectors, residential areas, and commercial buildings, with a commitment to providing smart metering, network technologies, and advanced analytics for water, electric, and gas utilities.
Relationship Manager - Group Benefits (Atlantic Coast Region ) Principal Financial GroupRelationship Manager - Group Benefits (Atlantic Coast Region )Charlotte, North CarolinaRemote$94,000–$139,700 / yearp style="margin:0px">Nonimmigrant Workers and Green Card for Employment-Based Immigrants. What You'll Do: As a Relationship Manager in our Group Benefits area, you’ll partner closely with our Sales team and top-level Broker partners, delivering solutions to our mid-market account groups, that will help them build and protect their business and financial security.
NewRelationship Manager III - C&IB The PNC Financial Services Group IncRelationship Manager III - C&IBCharlotte, NCIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Relationship Manager I - C&IB (F) The PNC Financial Services Group IncRelationship Manager I - C&IB (F)Charlotte, NCIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Associate Relationship Manager Wells Fargo & CoAssociate Relationship ManagerCharlotte, NC$80,000–$110,000 / yearReview, understand, and participate in offering the full suite of solutions offered by Wells Fargo to commercial clients to meet low to moderately complex risk needs that may require an in-depth evaluation by engaging product organizations to develop client specific solutions and leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions. This industry group provides a complete suite of Commercial Banking products and services through integrated financial solutions tailored to clients while connecting clients to other areas of the bank, including Consumer Banking, Corporate & Investment Banking (CIB), Global Payments & Liquidity (GPL), and Wealth & Investment Management (WIM).
NewTreasury Management Relationship Manager Regions Financial CorpTreasury Management Relationship ManagerCharlotte, NCThe information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Presents treasury service product training for officers and managers in all lines of business to keep them informed of products and services available to customers.
NewCorporate Banking Relationship Manager Analyst U.S. BancorpCorporate Banking Relationship Manager AnalystCharlotte, NC$86,310–$105,490 / yearWe are currently seeking an Analyst to join our Relationship Management team in the Government and Higher Education Division and provide support to the business growth of our Corporate Banking customers in this industry sector. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Relationship Manager II - C&IB - Real Estate Banking The PNC Financial Services Group IncRelationship Manager II - C&IB - Real Estate BankingCharlotte, NCp>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Relationship Manager 1 Teachers Insurance and Annuity Association of America (TIAA)Relationship Manager 1Charlotte, NC$78,000–$108,000 / yearp>_____. They are accountable for deepening relationships with key decision makers and partners to drive plan and participant outcomes through: alignment with best practices in retirement plan design, delivery of lifetime income through expanded adoption of TIAA products and delivery of the full value of TIAA solutions and services.
Middle Market Relationship Manager First National Bank Of PennsylvaniaMiddle Market Relationship ManagerCharlotte, North CarolinaThis position is primarily responsible for developing new and existing commercial loan business relationships, administering a portfolio of commercial loans, determining the credit worthiness of borrowers, monitoring loan performance, preparing commercial loans for presentation and promoting the Bank’s image in the community in order to meet or exceed commercial loan quality, profitability, growth and service objectives. Develops new and existing commercial loan business relationships by calling on potential and existing customers to cross-sell all banking products including other banking services and to promote the Bank’s image within limits of current budget and mix of products to develop new and expand existing commercial loan business and achieve profit and growth objectives.
Commercial Relationship Manager Regions Financial CorpCommercial Relationship ManagerCharlotte, NCJob Description: At Regions, the Commercial Relationship Manager I focuses on the delivery of tailored client solutions across a broad range of products and services within a dedicated geographic area and primarily targets clients generally with revenues up to $20MM. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law.
C&IB Associate Relationship Manager The PNC Financial Services Group IncC&IB Associate Relationship ManagerCharlotte, NCp>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Business Banking Relationship Manager 2 - Charlotte, NC U.S. BancorpBusiness Banking Relationship Manager 2 - Charlotte, NCCharlotte, NC$86,360–$101,600 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. U.S. Bank offers a robust, market‑leading Business Banking compensation plan that rewards the full scope of your relationship‑building efforts-from loan generation to deposit growth to fee‑based production.
Lead Healthcare, Higher Education, and Non-Profit Commercial Banking Relationship Manager Wells Fargo & CoLead Healthcare, Higher Education, and Non-Profit Commercial Banking Relationship ManagerCharlotte, NCStrategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve client issues while achieving Wells Fargo's business objectives, by helping clients navigate Wells Fargo's processes, escalating inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; serve as a mentor for less experienced colleagues. Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial clients to meet complex needs that require solid understanding and an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions.
Client Relationship Manager Teachers Insurance and Annuity Association of America (TIAA)Client Relationship ManagerCharlotte, NC$62,500–$87,500 / yearWealth 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 financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management.
Wealth Managment Client Relationship Manager Teachers Insurance and Annuity Association of America (TIAA)Wealth Managment Client Relationship ManagerNC$62,500–$87,500 / yearp>_____. 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 financial solutions that ignite the dreams of the people we exist to serve.
Wealth Client Relationship Manager Teachers Insurance and Annuity Association of America (TIAA)Wealth Client Relationship ManagerCharlotte, NC$62,500–$87,500 / yearp>_____. 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 financial solutions that ignite the dreams of the people we exist to serve.
Relationship Manager iSolved HCMRelationship ManagerCharlotte, NCisolved People Cloud is a connected HCM platform with built-in artificial intelligence (AI) and analytics that brings together HR, payroll, benefits, workforce management and talent management in one experience. Purpose-built for People Heroes, isolved gives HR, payroll and benefits leaders the tools and insights to streamline operations and deliver employee experiences that matter.
Client Relationship Manager Mutual of AmericaClient Relationship ManagerCharlotte, North CarolinaManage pre and post client meeting tasks: preparation of meeting material (plan health reports, investment reviews, plan design, compliance, legislative updates), post-review meeting minutes, plan amendments, fund changes etc.). Conduct group education presentations, enrollment presentations, and participant 1:1 meeting to the employees of a client when needed (when Participant Account Specialist is unavailable).
Manager, Purveyor Relationship Boar's Head Provisions Co IncManager, Purveyor RelationshipCharlotte, NCThe characteristics of successful PRM go much deeper than possessing specific skills - they have the drive and passion for learning about our products, enthusiastically sharing this information with their assigned Local Purveyors and customers, following through and thinking ahead, and continuously implementing strategies and solutions that drive measurable and tangible results. Purveyor Relationship Managers (PRM) are responsible for guiding, influencing, supporting and growing their assigned Boar's Head Local Purveyors to successfully maximize sales, and ensure best in-class executions in the marketplace.
Payments Banking Relationship Manager II (Charlotte or Atlanta) South State BankPayments Banking Relationship Manager II (Charlotte or Atlanta)Charlotte, NCPayments Banking services include complex treasury management services (high volume ACH, Disbursement Services, Card Sponsorship Programs, excess Cash Management) and other related corporate banking services, including lending. Minimum 10 years of banking, treasury services, corporate lending, corporate finance, Embedded Payments Company, and/or new Embedded Payments client origination experience.
Citi Commercial Bank - Mid-Corp Relationship Manager, Industrials - Director Citigroup IncCiti Commercial Bank - Mid-Corp Relationship Manager, Industrials - DirectorCharlotte, NC$200,000–$300,000 / yearOur bankers support a wide range of financial solutions: working capital, syndicated and bilateral loans, full range of capital markets products, treasury and liquidity management services, foreign exchange, trade finance and interest rate derivatives. The role involves day-to-day cooperation and collaboration with products, operations, implementation, and risk management teams at all levels (country, regional and global) in order to source, develop and grow client relationships.
Payments Banking Relationship Manager III (Charlotte or Atlanta) South State BankPayments Banking Relationship Manager III (Charlotte or Atlanta)Charlotte, NCPayments Banking services include complex Treasury Management services (high volume ACH, Disbursement Services, Card Sponsorship Programs, excess Cash Management) and other related corporate banking services, including lending. Remote or hybrid: For remote or hybrid positions, a secure and distraction-free setting is required, with a reliable internet connection (cable or fiber preferred, mobile hotspots not acceptable).
NewGrowth Platforms - Business Unit Relationship Management, Deloitte Microsoft Technology Practice (Manager) - C_MAT Deloitte Touche Tohmatsu LtdGrowth Platforms - Business Unit Relationship Management, Deloitte Microsoft Technology Practice (Manager) - C_MATCharlotte, NC$122,000–$240,500 / yearWithin the Deloitte Microsoft Technology Practice, this team enables differentiated, innovative go-to-market (GTM) solutions that provide quantified value to our clients by aligning our capabilities with applicable market trends and firm strategies. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Executive Director, Senior Lead Corporate Banking Relationship Manager - Banks Wells Fargo & CoExecutive Director, Senior Lead Corporate Banking Relationship Manager - BanksNCThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.
Relationship Manager II - Kaspick Teachers Insurance and Annuity Association of America (TIAA)Relationship Manager II - KaspickCharlotte, NC$126,000–$176,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
Relationship Manager II Teachers Insurance and Annuity Association of America (TIAA)Relationship Manager IICharlotte, NC$126,000–$176,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). As a subject matter expert in charitable gift planning, this job interacts frequently with senior staff in the development, Treasurer's, and investment offices of nonprofit institutions along with members of their boards.
Customer Relationship Manager Jack Henry & Associates IncCustomer Relationship ManagerCharlotte, NCRemote$90,000–$130,000 / yearWhat youll be responsible for: Builds and maintains close working relationships with all levels of customer staff and management to understand specific business needs, tactical needs, and strategic goals. Maintains a high degree of communication with the management of each customer, including regularly scheduled conference calls and onsite customer visits.
Relationship Manager (Charlotte, NC) Mercer AdvisorsRelationship Manager (Charlotte, NC)Charlotte, North CarolinaFor more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Sr. Relationship Manager - Dealer Financial Services, National Accounts Team (Charlotte) Bank of America CorpSr. Relationship Manager - Dealer Financial Services, National Accounts Team (Charlotte)Charlotte, NCSkills Client Management Client Solutions Advisory Prospecting Relationship Building Risk Management Financial Analysis Leadership Development Project Management Referral Identification Sales Performance Management Business Development Client Experience Branding Continuous Improvement Data and Trend Analysis Pipeline Management Intellectual Curiosity Required Skills At least 10 years of broad-based sales experience within Commercial Dealership Sales, Floor Plan, Real Estate, or Treasury Loans, etc., with a special focus on leading broadly syndicated credit facilities and Capital Markets transactions. As one of the largest non-captive floor plan lenders in the U.S. for franchised automotive and recreational vehicle (RV) relationships with $20 billion in commercial commitments, Bank of America supports top market providers from large privately owned dealer groups to publicly-traded retail automotive companies.
Sr. Relationship Manager, Global Commercial Banking - Healthcare, Education, Not-for-Profit (Charlotte) Bank of America CorpSr. Relationship Manager, Global Commercial Banking - Healthcare, Education, Not-for-Profit (Charlotte)Charlotte, NCHENFP is unique in that our client teams are dedicated to adding value by providing specialized products and solutions to Not-for-Profit Healthcare (hospitals, health systems and insurance providers), Private Higher Education, and Not- For- Profits (charitable, cultural, social and leading Non-Governmental organizations); with annual revenues starting at $50 million and with no upper limit on revenue size of those organizations (the largest exceed $20 billion in annual revenue).Job Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.• Professional proven sales skills and experience, including planning, execution and follow up of client meetings.•
Sr Relationship Manager - Commercial Real Estate - Charlotte Bank of America CorpSr Relationship Manager - Commercial Real Estate - CharlotteCharlotte, NCSecurities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 within 180 days of start date)Skills:Client ManagementClient Solutions AdvisoryProspectingRelationship BuildingRisk ManagementFinancial AnalysisLeadership DevelopmentProject ManagementReferral IdentificationSales Performance ManagementBusiness DevelopmentClient Experience BrandingContinuous ImprovementData and Trend AnalysisPipeline ManagementEducation Requirements:Bachelor of Business Administration or equivalent degree in Business (Finance, Accounting, Economics, or Real Estate) or equivalent experience. Candidate will have demonstrated sales, marketing and leadership skills including ability to maintain effective working relationships with underwriting partners, portfolio manager partners, relationship administrators, Credit Risk Manager, support staff and other associates.
Relationship Manager Ascensus LLCRelationship ManagerCharlotte, NCWorks with Plan Sponsors, Brokers, Registered Investment Advisors, Trust Companies and other Third-Party Vendors, including auditors to respond to requests for specialized reports, communicate fund actions, consults on client inquiries and researches/resolves issues. Job Summary: Builds and maintains relationships as point of contact for assigned key relationships for qualified defined contribution retirement plans utilizing our Record-keeping platform; resolves team escalations, documents procedures and identifies areas for process improvement.