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Relationship Management Associate Jobs in Raleigh, NC

MyEyeDr.

Sr. IT CRM Developer

Raleigh, NC · On-site

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

Description About the role We are seeking a Sr. CRM Developer to lead the technical development and ... Participate in our Vision coverage and associate discounts on our products * Participate in our ...

MyEyeDr.

Sr. IT CRM Developer

Raleigh, NC · Hybrid

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

Description About the role We are seeking a Sr. CRM Developer to lead the technical development and ... Participate in our Vision coverage and associate discounts on our products * Participate in our ...

Curi Capital

Wealth Management Associate

Raleigh, NC · Hybrid

$15.25 - $20.50/hr

... as a Wealth Management Associate . In this role, you will be responsible for performing ... You will also assist the Wealth Advisors in establishing relationships with clients and be ...

Curi Capital

Wealth Management Associate

Raleigh, NC · On-site

$60K - $70K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

We are committed to building meaningful relationships and making a difference in our clients ... as a Wealth Management Associate . In this role, you will be responsible for performing ...

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All JobsRelationship Management Associate JobsRelationship Management Associate Jobs in Raleigh, NC

Relationship Management Associate information

See Raleigh, NC salary details

$24.3K

$45.8K

$65.1K

How much do relationship management associate jobs pay per year?

As of Aug 13, 2026, the average yearly pay for relationship management associate in Raleigh, NC is $45,774.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,900.00 and $48,600.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a relationship management associate?

To thrive as a Relationship Management Associate, you need strong interpersonal skills, a background in business or finance, and experience in client service or account management. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific certifications like FINRA licenses are commonly required. Excellent communication, problem-solving, and organizational skills help you build trust and efficiently address client needs. These abilities are vital for fostering long-term client relationships and contributing to the organization's growth and reputation.

What are some typical challenges faced by a relationship management associate, and how can they be addressed?

Relationship Management Associates often face challenges such as balancing the needs of multiple clients, handling urgent requests, and maintaining strong communication across teams. To address these, it's important to prioritize effectively, use robust organizational tools, and develop strong interpersonal skills. Regular check-ins with clients and collaboration with internal stakeholders can help ensure expectations are aligned and issues are resolved quickly.

What is the difference between Relationship Management Associate vs Client Services Associate?

AspectRelationship Management AssociateClient Services Associate
Required CredentialsBachelor's degree, relevant certifications often preferredBachelor's degree, customer service experience
Work EnvironmentFinancial institutions, corporate client managementBanking, financial services, customer support
Employer & Industry UsageInvestment firms, banks, wealth managementBanks, financial institutions, service providers
Common Search & ComparisonYesYes

The main difference is that a Relationship Management Associate focuses on building and maintaining long-term client relationships, often in financial sectors, while a Client Services Associate primarily handles day-to-day client inquiries and support. Both roles require strong communication skills and customer service experience, but the Relationship Management Associate typically involves more strategic engagement with clients.

What job categories do people searching Relationship Management Associate jobs in Raleigh, NC look for? The top searched job categories for Relationship Management Associate jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Relationship Management Associate jobs? Cities near Raleigh, NC with the most Relationship Management Associate job openings:
Relationship Management Associate jobs near you
Infographic showing various Relationship Management Associate job openings in Raleigh, NC as of August 2026, with employment types broken down into 89% Full Time, and 11% Contract. Highlights an 89% In-person, and 11% Remote job distribution, with an average salary of $45,774 per year, or $22 per hour.

Associate Director CRM & Insights

Merz North America, Inc.

Raleigh, NC • On-site

$140 - $190/hr

Other

This job post has expired today. Applications are no longer accepted.

Job description

Description

A Brief Overview

The Associate Director, CRM & Insights plays a strategic and operational leadership role in driving CRM performance, reporting excellence, and cross functional engagement. This role leads the enterprise CRM roadmap (Salesforce OCE), translates business needs into scalable CRM solutions, oversees data integrity, and collaborates with commercial analytics to optimize field engagement. Will work cross functionally with sales and marketing to ensure seamless CRM enablement and insight generation that improves engagement and tool effectiveness.

Responsibilities
  • Lead the strategy, planning and execution of CRM initiatives, ensuring alignment with commercial priorities and field effectiveness goals
  • Business & Field Insights
    • Collaborate with analytics, marketing and field teams to generate actionable insights that inform customer engagement strategy and targeting
  • Data Governance
    • Oversees data integrity, standardization, and governance to ensure clean and accurate CRM data for reporting and targeting
  • Salesforce (OCE) Enhancements
    • Translate business requirements into Salesforce OCE system configurations and enhancements
    • Reporting & Dashboards: Collaborate with commercial analytics, design and deliver reporting tools and dashboards that support business performance, field operations
  • Manage third-party CRM support partners and provide coaching and leadership to team members
Qualifications
  • Bachelor's Degree
  • 7+ years experience in CRM strategy, commercial operations or analytics
  • Salesforce OCE experience or other similar CRM experience
Preferred Qualifications
  • Bachelor's Degree Background in pharmaceutical, life sciences or healthcare
  • Strong experience translating business requirements into technical CRM solutions
Technical & Functional Skills
  • Strong data analysis, reporting, and visualization capabilities
  • Proficient in Microsoft Office Suite
  • CRM administration or enhancement planning experience
  • Working knowledge of data governance, analytics and reporting platforms
  • Excellent cross-functions communication and project management skills

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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