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Wealth Management Client Relationship Manager Jobs in Raleigh, NC

Pwc

Asset & Wealth Management Tax Manager

Raleigh, NC · On-site

$99K - $266K/yr

... client relationships - Success as tax technical business advisor - Familiarity with CRM systems - Knowledge of automation and digitization in professional services - Experience with alternative fee ...

TIAA

Wealth Advisor

Durham, NC · On-site

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement ...

Greenscape

Client Relations Manager

Durham, NC

$60K/yr

Proficient in or able to learn customer relationship management software, and our estimating ... Interfaces with client and ensures that all of client's concerns are addressed in a timely and ...

Greenscape

Client Relations Manager

Durham, NC · On-site

$60K/yr

Proficient in or able to learn customer relationship management software, and our estimating ... Interfaces with client and ensures that all of client's concerns are addressed in a timely and ...

Ogan Hospitality

Client Relations Manager

Raleigh, NC · On-site

The CRM will be paired with and provide support to a Senior Sales Manager. This person will help ... client interaction from initial contact to execution of event. The goal of this position is to ...

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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.

Business Relationship Manager

Tata Consultancy Service Limited

Raleigh, NC • On-site

$156K - $211K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 7 days ago

Job description

Job Description:
Bachelors degree in business, Technology, Engineering, or a related discipline.
• 18+ years of experience in technology consulting, digital transformation, or IT environments.
• Proven experience managing senior stakeholders and business relationships.
• Experience in sales, including working toward revenue targets, business planning, demand creation,and driving revenue growth with high levels of customer satisfaction.
• Strong understanding of digital platforms, customer experience technologies, and media ecosystems
Strong business development / relationship management and presales experience in Data, Analytics & AI, preferably with BSFI organizations
• Presales or consulting experience with large transformation engagements in Digital, Risk, Finance,data, analytics & AI and Wealth Management.
Experience in relationship building with senior executives
Key Responsibilities:
• Build trusted relationships with senior stakeholders on the client side to position TCS technology and digital capabilities as enablers of business transformation.
• Develop a deep understanding of business priorities, challenges, and growth opportunities.
• Identify and shape opportunities, build pipeline, collaborate closely with TCS cross-functional solution teams and create compelling value propositions.
• Lead the development of business cases, investment justification and sales proposal for identified initiatives.
• Drive revenue growth by pursuing new initiatives and strategic programs.
• Be accountable for quarterly revenue targets and ensure achievement through pipeline development and opportunities conversion.
Key Competencies:
• Strategic Relationship Management
• Business Development & Growth
• Consulting & Advisory Success Metrics:
• Growth and expansion of the Business areas
• Identification and conversion of strategic opportunities
• Executive stakeholder engagement and satisfaction
TCS Employee Benefits Summary:
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
Salary Range: $156,200 - 211,300 a year
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