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Relationship Management Associate Jobs in Raleigh, NC

First Citizens Bank

Wealth Consultant

Raleigh, NC · On-site

Serving as the primary relationship manager for affluent individuals and families, the position ... Engages other associates within the department to provide ongoing advice, products and services as ...

First Horizon Bank

Relationship Banker

Raleigh, NC · On-site

$16.25 - $21.50/hr

Monday through Friday 9:00AM to 5:00PM The Relationship Banker is a trusted advisor who engages ... management with "on the job training" of new associates. * Assist with dual control vault ...

First Horizon Bank

Relationship Banker

Raleigh, NC · On-site

$16.25 - $21.50/hr

Monday through Friday 9:00AM to 5:00PM The Relationship Banker is a trusted advisor who engages ... management with "on the job training" of new associates. * Assist with dual control vault ...

First Citizens Bank

Wealth Consultant

Raleigh, NC

Serving as the primary relationship manager for affluent individuals and families, the position ... Engages other associates within the department to provide ongoing advice, products and services as ...

Pwc

SAP BRIM Consultant, Senior Associate

Raleigh, NC · On-site

$77K - $202K/yr

As a Senior Associate, you will build meaningful client connections and learn how to manage and ... Responsibilities - Analyzing client requirements to implement SAP CRM software solutions ...

First Horizon

Relationship Banker

Raleigh, NC · On-site

$16.25 - $21.50/hr

Monday through Friday 9:00AM to 5:00PM The Relationship Banker is a trusted advisor who engages ... management with "on the job training" of new associates. * Assist with dual control vault ...

Mantra Health

Care Operations Associate

Durham, NC · On-site

Document all interactions and resolutions thoroughly and accurately in the customer relationship management (CRM) system and electronic health record (EHR). * Identify and escalate urgent or ...

QUARTZ AMERICA LLC

Senior Sales Associate

Garner, NC · On-site

Senior Sales Associate Department: Quartz and Granite Distribution Location: GARNER, NC Overview ... Proficiency in CRM software and Microsoft Office Suite. * A results-driven mindset with strong ...

QUARTZ AMERICA LLC

Senior Sales Associate

Garner, NC · On-site

Senior Sales Associate Department: Quartz and Granite Distribution Location: GARNER, NC Overview ... Proficiency in CRM software and Microsoft Office Suite. * A results-driven mindset with strong ...

First Horizon Bank

Relationship Banker- Float

Durham, NC · On-site

$16.75 - $22/hr

Monday through Friday 9:00AM to 5:00PM, Saturday 9:00AM to 1:00PM The Relationship Banker is a ... management with "on the job training" of new associates. * Assist with dual control vault ...

First Horizon

Relationship Banker- Float

Durham, NC · On-site

$16.75 - $22/hr

Monday through Friday 9:00AM to 5:00PM, Saturday 9:00AM to 1:00PM The Relationship Banker is a ... management with "on the job training" of new associates. * Assist with dual control vault ...

First Horizon Bank

Relationship Banker- Float

Durham, NC · On-site

$16.75 - $22/hr

Monday through Friday 9:00AM to 5:00PM, Saturday 9:00AM to 1:00PM The Relationship Banker is a ... management with "on the job training" of new associates. * Assist with dual control vault ...

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Showing results 41-60

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.

Wealth Consultant

First Citizens Bank

Raleigh, NC • On-site

Full-time

Medical, Life

Posted 8 days ago

First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

107th of 171 rated banks

Job description

Overview

Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals. Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused on relationships, trust, and long-term impact. 

This Wealth Consultant is responsible for identifying, acquiring, expanding, and retaining high net worth clients through comprehensive wealth management and financial planning solutions. Serving as the primary relationship manager for affluent individuals and families, the position delivers holistic advice while coordinating closely with specialists across the Wealth team to provide an integrated client experience. The role develops and executes strategies to uncover revenue-generating opportunities across multiple product and service lines, driving growth and profitability through a consultative, planning-based approach. As a trusted advisor and Brand Ambassador, the incumbent represents and promotes the Wealth business within the Bank and throughout the communities we serve.
 

#LI-MP1


Responsibilities
  • Client Acquisition - Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development.
  • Relationship Management - Serves as a primary point of contact and advocate for high net worth prospects and clients. Maintains current knowledge and awareness of client circumstances, conditions, and overall relationship with the Bank to develop appropriate wealth plans. Represents the full services offering to clients, including investments, banking, financial planning, insurance, and trust services. Develops and executes a high-touch, client-centric experience to maintain and expand existing client relationships. Assists in the planning and facilitation of client events.
  • Strategic Advice - Provides prospects and clients with expert wealth management advice. Develops strategic, comprehensive, and long-range plans to achieve the financial needs and goals of high net worth clients. Identifies appropriate products, services, and solutions based on client needs, wants and goals. Engages other associates within the department to provide ongoing advice, products and services as the needs of clients evolve.
  • Collaboration - Fosters effective partnerships with Bank stakeholders to support departmental strategic approach. Engages with specialists from the broader business team to coordinate the delivery of wealth management products and services to clients.

Qualifications

Bachelor's Degree and 8 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice OR High School Diploma or GED and 12 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice

Preferred Area of Experience: Client Acquisition, Asset Gathering, comprehensive Financial Planning, Banking, Investment Management, Insurance Planning, Trust & Estate Planning

License or Certification Type: Series 7, 65 or 66 licenses Required, State Life & Health (and LTC Insurance if applicable) license Required, Advanced Advisor/ Planning Designation Preferred

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Qualifications:

Bachelor's Degree and 8 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice OR High School Diploma or GED and 12 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice

Preferred Area of Experience: Client Acquisition, Asset Gathering, comprehensive Financial Planning, Banking, Investment Management, Insurance Planning, Trust & Estate Planning

License or Certification Type: Series 7, 65 or 66 licenses Required, State Life & Health (and LTC Insurance if applicable) license Required, Advanced Advisor/ Planning Designation Preferred

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Education:UNAVAILABLEEmployment Type: FULL_TIME

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