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Wealth Management Executive Jobs in Raleigh, NC (NOW HIRING)

Envestnet

Pricing Governance Lead

Raleigh, NC · On-site +1

$108K - $135K/yr

... executive communication skills; able to synthesize complex deal tradeoffs into clear ... SaaS, fintech, wealth management, or enterprise technology experience. * CPQ implementation ...

Envestnet

Pricing Governance Lead

Raleigh, NC · On-site +1

Strong business judgment and executive communication skills; able to synthesize complex deal ... SaaS, fintech, wealth management, or enterprise technology experience. * CPQ implementation ...

Options Group

Controller I

Raleigh, NC

Company Description Options Group is a leading global executive search and strategic consulting ... wealth management. For more than 25 years, our clients and candidates have come to know that ...

Cherry Bekaert

AI Center of Excellence Director

Raleigh, NC · On-site +1

$45K - $62K/yr

... with direct executive sponsorship, budget authority and the mandate to build a production AI ... and Wealth Management based on use case value, technical feasibility and adoption readiness.

Cherry Bekaert

AI Center of Excellence Director

Raleigh, NC · On-site

$45K - $62K/yr

... with direct executive sponsorship, budget authority and the mandate to build a production AI ... and Wealth Management based on use case value, technical feasibility and adoption readiness.

Self Help

Executive Assistant to the CEO

Durham, NC

$69K - $104K/yr

... wealth. At the core of what Self-Help does is a drive tocreate and protect ownership and economic ... Knowledge of administrative and clerical procedures, managing files and records,designing forms ...

BetaNXT Inc

Head of AI Product

Cary, NC · On-site

$237K - $248K/yr

Head of AI Product About BetaNXT BetaNXT is a leading provider of frictionless wealth management ... closely with the executive leading AI strategy, technology, sales, finance, legal, risk and ...

New

Qualtrics

Account Executive - Life Sciences

Raleigh, NC · On-site

... vertical management, or other functional areas within Qualtrics globally. * Wealth Creation ... Executive Alignment: Cultivate trusted advisor relationships with the C-Suite to elevate XM from a ...

Qualtrics

Account Executive - Life Sciences

Raleigh, NC · On-site

... vertical management, or other functional areas within Qualtrics globally. * Wealth Creation ... Executive Alignment: Cultivate trusted advisor relationships with the C-Suite to elevate XM from a ...

Alera Group

Inside Sales Executive

Raleigh, NC · On-site

$65K - $80K/yr

... Services, and Wealth Services. With a network of offices nationwide, our commitment to ... RESPONSIBILITIES Lead Generation & Pipeline Development -10% * Manage and convert leads that are ...

Alera Group

Inside Sales Executive

Raleigh, NC · On-site

$65K - $80K/yr

... Services, and Wealth Services. With a network of offices nationwide, our commitment to ... RESPONSIBILITIES Lead Generation & Pipeline Development -10% * Manage and convert leads that are ...

WSFS Bank

SVP, Head of Business Banking

Durham, NC · On-site

$160.48 - $263.64/hr

We are the region's locally headquartered bank and wealth management company. We are honored to ... This executive leader will drive growth, profitability, customer acquisition, relationship ...

Pwc

Tax Director - Private Companies

Raleigh, NC · On-site

$150K - $438K/yr

You'll be assisting the team focus on key issues like wealth management, compliance, cash flow ... maintaining executive-level client relations. This role is crucial in driving business growth ...

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All JobsWealth Management JobsWealth Management Executive JobsWealth Management Executive Jobs in Raleigh, NC

Wealth Management Executive information

See Raleigh, NC salary details

$25.8K

$90.9K

$178.9K

How much do wealth management executive jobs pay per year?

As of Aug 10, 2026, the average yearly pay for wealth management executive in Raleigh, NC is $90,935.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,400.00 and $117,100.00 per year, depending on experience, location, and employer.

What is the difference between Wealth Management Executive vs Financial Advisor?

AspectWealth Management ExecutiveFinancial Advisor
CredentialsCFP, CFA, Series 7/66CFP, Series 7/66 often preferred
Work EnvironmentCorporate offices, private banks, wealth firmsFinancial planning firms, banks, independent practice
Employer & IndustryFinancial institutions, private banks, wealth management firmsFinancial advisory firms, banks, independent advisors
Primary FocusHigh-net-worth client portfolios, strategic wealth planningIndividual financial planning, investment advice

While both roles involve managing client assets, a Wealth Management Executive typically oversees strategic wealth services for high-net-worth clients within financial institutions, focusing on comprehensive wealth solutions. A Financial Advisor often provides personalized financial planning and investment advice to a broader client base. The roles share similar credentials and work environments but differ in scope and client focus.

What does a wealth management executive do?

A wealth management executive oversees the development and implementation of financial strategies for high-net-worth clients, providing investment advice, estate planning, and financial planning services. They analyze client needs, coordinate with financial professionals, and use tools like financial software to optimize client portfolios and achieve their financial goals.
What are the most commonly searched types of Wealth Management jobs in Raleigh, NC? The most popular types of Wealth Management jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Wealth Management Executive jobs? Cities near Raleigh, NC with the most Wealth Management Executive job openings:
Wealth Management Executive jobs near you
Infographic showing various Wealth Management Executive job openings in Raleigh, NC as of August 2026, with employment types broken down into 88% Full Time, 6% Part Time, and 6% Contract. Highlights an 83% In-person, 11% Hybrid, and 6% Remote job distribution, with an average salary of $90,935 per year, or $43.7 per hour.

Pricing Governance Lead

Envestnet

Raleigh, NC • On-site, Remote

$108K - $135K/yr

Full-time

Medical, Retirement, PTO

Re-posted 10 hours ago

Job description

The application window will close August 31st, 2026.

Job Location   
The primary work location for this role is Berwyn, Boston or Raleigh with a hybrid work model or remote for other east coast areas.
  
About Envestnet  
Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.   
   
For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.   
   
The Team You’ll Join  
The Pricing Governance Lead will join a highly collaborative and growing team responsible for driving disciplined, scalable pricing across customer deals. The team partners closely with Sales, Relationship Management, Finance, Legal, and Product to ensure pricing decisions are consistent, well-documented, and aligned to strategic objectives.
 
How You’ll Contribute  
Collaborates with Sales, Marketing, and other teams to establish competitive pricing strategies that support revenue growth and market expansion. Develops product and client focused analysis to support pricing models, guidelines, and deal structures. Supports complex proposals and leverages competitive and market intelligence to inform bid strategy and commercial decision making.
•    Leverages business, finance, pricing and product knowledge to support proposal structuring and agreements.
•    Provides guidance and strategy options to Sales, Relationship Managers, service line management and business development teams for financial modeling and pricing.
•    Develops, implements and maintains pricing and related tools and capabilities to help business stakeholders understand complex financial models and how they apply to specific scenarios.
•    Recommends and drives new product monetization approaches aligned to the overall business pricing strategy.
•    Contributes to development of business cases to facilitate understanding the impact of strategic pricing recommendations. 
•    Recommends pricing and related strategies that portray value, drive client purchasing decisions and instill confidence in company products and services.
•    Oversees Deal Desk operations, including pricing governance, approval workflows, escalation thresholds, and documentation standards to support efficient, consistent, and compliant pricing decisions.
•    Partners with Product, Sales, and Go-to-Market teams to evaluate non-standard pricing requests, coordinate approvals, and align pricing strategies with product packaging and value positioning.
•    Develops and maintains reporting, dashboards, and key performance indicators that provide visibility into pricing effectiveness, discounting trends, renewal performance, and overall price realization.
 What You’ll Need to Bring  
  • •    Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences.
    •    Bachelor’s degree in finance, or a related field required, advanced degree (MBA) is a plus.
    •    Experience building and improving pricing governance (e.g., approval frameworks, escalation paths, controls, and documentation standards).
    •    Strong business judgment and executive communication skills; able to synthesize complex deal tradeoffs into clear recommendations and influence outcomes.
    •    Advanced Excel skills required; experience with Power BI (or similar) is a plus.
 Nice-to-Haves  
  • SaaS, fintech, wealth management, or enterprise technology experience.
  • CPQ implementation experience.
  • Built pricing dashboards/metrics (discount waterfall, renewal uplift) and turned insights into action.
  • Supported renewals/retention motions (discount governance, uplift strategy, pipeline hygiene).

Why You’ll Enjoy Working at Envestnet  

Help shape the future of WealthTech. At Envestnet you’ll gain hands-on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference. 

We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.  

The opportunity is now!  

Sponsorship  

This position is not open to candidates requiring visa sponsorship  

Our Investment in You 

This role offers a base salary range of $108,000 to $135,000. The range listed represents a good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws.  This role is eligible for an additional incentive component as part of the total rewards package.   

 

We provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us.  Please visit our benefits page on our career site to learn more.  

   

Our Commitment to Inclusion & Belonging  

Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.  

 

We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at  careers@envestnet.com. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.       

 

Recruitment Fraud 

At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud. 

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