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Wealth Management Client Relationship Manager Jobs in Raleigh, NC

Ernest

Client Relationship Manager

Raleigh, NC

New business development, account management, client retention * Develop and maintain your book of business The benefits of being an Ernest Client Relationship Manager: * develop, keep, and manage ...

Ernest

Client Relationship Manager

Raleigh, NC · On-site

New business development, account management, client retention * Develop and maintain your book of business The benefits of being an Ernest Client Relationship Manager: * develop, keep, and manage ...

Curi Capital

Wealth Management Associate

Raleigh, NC · On-site

$60K - $70K/yr

... as a Wealth Management Associate . In this role, you will be responsible for performing ... Establish and maintain effective relationships and provide client service that builds satisfaction ...

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 ... Establish and maintain effective relationships and provide client service that builds satisfaction ...

Robert W Baird & Co

Client Specialist

Chapel Hill, NC · On-site

Your work will directly contribute to the success of Baird's Private Wealth Management business ... Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage ...

Baird

Client Specialist

Chapel Hill, NC · On-site

Your work will directly contribute to the success of Baird's Private Wealth Management business ... Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage ...

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All JobsWealth Management Client Relationship JobsWealth Management Client Relationship Manager JobsWealth Management Client Relationship Manager Jobs in Raleigh, NC

Wealth Management Client Relationship Manager information

See Raleigh, NC salary details

$28.2K

$55.8K

$95.3K

How much do wealth management client relationship manager jobs pay per year?

As of Aug 3, 2026, the average yearly pay for wealth management client relationship manager in Raleigh, NC is $55,781.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,300.00 and $63,200.00 per year, depending on experience, location, and employer.

What does a Wealth Management Client Relationship Manager do?

A Wealth Management Client Relationship Manager serves as the primary point of contact between clients and a financial institution's wealth management division. They work closely with clients to understand their financial goals, provide personalized investment advice, and coordinate with specialists to deliver a range of financial services. Their responsibilities also include building long-term relationships, monitoring clients' portfolios, and ensuring a high standard of service to help clients achieve their financial objectives.

How does a Wealth Management Client Relationship Manager typically collaborate with internal teams to serve clients effectively?

As a Wealth Management Client Relationship Manager, you will regularly collaborate with financial advisors, portfolio managers, and product specialists to deliver comprehensive solutions tailored to each client's needs. This role often involves coordinating portfolio reviews, communicating client feedback, and ensuring seamless execution of financial strategies. Effective teamwork and clear communication are crucial, as you act as the main point of contact, facilitating interactions between clients and various internal departments to address inquiries and ensure client satisfaction.

What are the key skills and qualifications needed to thrive as a Wealth Management Client Relationship Manager, and why are they important?

To thrive as a Wealth Management Client Relationship Manager, you need in-depth knowledge of financial products, investment strategies, and a relevant degree—often supported by FINRA Series 7/66 or similar certifications. Familiarity with CRM platforms, portfolio management software, and financial planning tools is typically required. Exceptional interpersonal skills, active listening, and trust-building abilities set top performers apart in client-facing situations. These skills and qualities are essential for providing tailored financial advice, fostering lasting client relationships, and driving business growth.

What is the difference between Wealth Management Client Relationship Manager vs Financial Advisor?

AspectWealth Management Client Relationship ManagerFinancial Advisor
CertificationsTypically required to have CFP, Series 7, Series 66Often holds CFP, Series 7, Series 66, or other licenses
Work EnvironmentBanking or wealth management firms, client officesIndependent or firm-based, client meetings, offices
Primary FocusClient service, relationship management, onboardingFinancial planning, investment advice, portfolio management
Employer & Industry UsageBanking, private banking, wealth management firmsFinancial planning firms, independent advisors, banks

While both roles involve working with clients to manage finances, the Wealth Management Client Relationship Manager primarily focuses on maintaining client relationships and onboarding, whereas the Financial Advisor provides detailed financial planning and investment advice. The roles often overlap but differ in scope and responsibilities.

What are popular job titles related to Wealth Management Client Relationship Manager jobs in Raleigh, NC? For Wealth Management Client Relationship Manager jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Wealth Management Client Relationship Manager jobs in Raleigh, NC look for? The top searched job categories for Wealth Management Client Relationship Manager jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Wealth Management Client Relationship Manager jobs? Cities near Raleigh, NC with the most Wealth Management Client Relationship Manager job openings:
Wealth Management Client Relationship Manager jobs near you
Infographic showing various Wealth Management Client Relationship Manager job openings in Raleigh, NC as of July 2026, with employment types broken down into 85% Full Time, and 15% Part Time. Highlights an 95% In-person, and 5% Hybrid job distribution, with an average salary of $55,781 per year, or $26.8 per hour.

Client Relationship Manager

Ernest

Raleigh, NC

Other

Re-posted 19 days ago

Job description

Ernest Packaging Solutions is currently in search of a Client Relationship Manager (B2B outside sales) for our division located in Raleigh, NC. This is a full-time position that offers a competitive base salary, plus commission, along with benefits.

The packaging industry consists of various products that range from shipping and receiving supplies (corrugated, plastics, foams, glues, adhesives, films) to custom packaging solutions for companies that sell tangible products, along with industrial supplies. Every product we purchase at one point or another was most likely packaged and often times packaged again during shipment. Therefore, packaging supplies have proven to be an indispensable necessity in a market with an unquenchable thirst. However, we can also sell janitorial, facilities, and safety supplies along with packaging related automation.

Responsibilities:

  • Outside face to face sales
  • New business development, account management, client retention
  • Develop and maintain your book of business

The benefits of being an Ernest Client Relationship Manager:

  • develop, keep, and manage your own accounts
  • continue to make residual income from your accounts
  • and of course a strong base salary + commission + benefits
  • uncapped earnings potential

Please learn more about Ernest Packaging Solutions by watching some of our Youtube videos:

Ernest's Cardboard Guitar Strikes a Chord

Moving Packaging Forward

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