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Wealth Management Client Relationship Manager Jobs in Raleigh, NC

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 ...

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 ...

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 ...

Argent Financial Group

Wealth Advisor

Raleigh, NC · On-site

... client service. Essential Duties * Cultivate trust-based and investment relationships with high-net-worth clients, providing targeted advice and developing customized wealth management strategies.

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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 23, 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.

What are the key skills and qualifications needed to thrive as a wealth management client relationship manager?

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.

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 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 August 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 - Durham, NC

Veteran Jobs - 2023 Mar 01 - Veterans Resources

Durham, NC

Full-time

Posted 25 days ago

Job description

ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. All positions are onsite, unless otherwise stated.
Job Description:
Together, we are Marken, UPS Healthcare Precision Logistics. As the clinical and advanced therapy part of UPS Healthcare, we reach patients faster, with greater scalability and access to new pathways throughout the supply chain. With our One UPS advantage and comprehensive service portfolio, including Polar Speed's in-network pharmacies, we are optimally positioned to keep our clients competitive in an increasingly complex market.
Main Purpose: 
The Client Relationship Managerwill provide a consistently high level of service to a customer through the provision of a dedicated central point of contact for Service Management and problem resolution. 
Main Duties and Responsibilities: 

  • Develop excellent working relationships and communicate courteously with the customer to influence the achievement and maintenance of service performance and encourage new business with existing clients. 
  • Advise customer latest booking times and documentation required. Booking and processing shipment requests within Marken's internal database and generating and verifying shipping documentation. 
  • Manage and mentor any Customer Service agent direct reports ensuring compliance within day-to-day activities. 
  • Answering and dealing with general telephone and e-mail requests from external customers and internal offices/agents. 
  • Work in a cross functional capacity to ensure the activities related to various entities fit with customer requirements and Marken Network Guidelines, policies and procedures. 
  • Manage special requests from the customer for increased and enhanced levels of service or monitoring of shipment progress. 
  • Manage and find resolution with any internal/external client reported complaints, closing out assigned CAPAs in an efficient and time critical manner. Escalating as and when necessary to the Branch Manager and Regional Director. 
  • Working with all departments, to develop and implement solutions for new business requirements in accordance with Marken Guidelines. 
  • Attend meetings with the client as deemed necessary to discuss account status and relevant service issues and concerns. 
  • To be commercially aware, dealing with internal and external customers to increase business profitability. 
  • To ensure a good level of understanding and knowledge of the Marken organization, products and services, ensuring that customer queries can be dealt with accurately and appropriately. 
  • To build and maintain strong relationships with all internal departments and work as part of a team. 
  • Contributing to development and implementation of global and regional regulatory functions for clinical trial supplies. 
  • The ability to evaluate and understand the process for the distribution of Clinical Trial Supplies from the approval to ship process to final delivery. 
  • Proactively track and trace shipments, monitoring all inbound and outbound shipments on daily basis to ensure that shipments are delivered within agreed time frames delegating as and monitoring activity as necessary. 
  • Identify weak shipping routes in terms of service expectation and profitability. 
  • Serve as Presto Champion for Branch (if applicable). 
  • Perform additional duties as assigned.

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