Relationship Manager (Wealth Management) - Charlotte, North Carolina
Location: Hybrid in Charlotte, North Carolina, United States
Employment type: Full-time
Salary: $80,000 - $110,000 per year
Posted: 2 months ago
Why This Role Matters
MissionHires is partnering with a leading Advice & Wealth Management organization to hire Relationship Managers to serve as the primary point of contact for ultra-high-net-worth (UHNW) self-directed clients ($5M–$25M AUM). In this highly visible, relationship-first role, you will deepen client trust, guide complex financial decisions, and strategically grow and retain a premium book of business. The firm offers comprehensive training, multiple RM levels, and a clear path for advancement.
How You'll Contribute
- Serve as the primary relationship owner for a dedicated UHNW self-directed client book, delivering a consistent, high-touch experience
- Build trust and loyalty by anticipating client needs and aligning solutions through education and thoughtful guidance
- Lead sophisticated wealth conversations on partnering with advice, share of wallet expansion, private equity, trusts, margin strategies, and charitable giving
- Strategically manage, retain, and grow an assigned book of business while supporting broader growth initiatives
- Engage clients with curiosity, empathy, and a deep understanding of goals, values, and long-term priorities
- Deliver proactive service by resolving complex issues and ensuring a seamless client experience end to end
- Develop deep expertise across the organization’s products and services to strengthen client relationships (with comprehensive training provided)
- Collaborate with internal partners across advice, planning, and investment solutions to deliver tailored outcomes
What Makes You a Great Fit
- Active or eligible FINRA registration: SIE and Series 7 required prior to start; Series 66 (or 63/65) may be obtained after start (certain designations may substitute per compliance)
- 3+ years of experience managing a book of business in financial services
- 2+ years of experience with high-net-worth or ultra-high-net-worth clients preferred
- Demonstrated consultative, relationship-first approach with ability to guide complex financial decisions
- Comfort discussing investments and planning topics, including ETFs, mutual funds, estate and legacy planning, and charitable giving
- Proven ability to retain and grow client relationships and share of wallet
- Strong problem-solving, issue resolution, and client advocacy skills
- Bachelor’s degree or equivalent experience demonstrating strong learning agility and leadership potential
Perks & Benefits
8% bonus
Relocation assistance
Who We Are, What We Stand For
MissionHires is the AI hiring partner of top talent teams. Our platform helps recruiters, agencies, and top companies source, engage with, and evaluate top talent 10 times faster than job boards.
To bridge the gap between companies and passionate talent.
Frequently Asked Questions
Is this Relationship Manager role based in Charlotte and what’s the work setup?
Yes, it’s a hybrid role based in Charlotte, NC.
Do you offer relocation for this position?
Yes, paid relocation assistance is provided.
What licenses do I need before starting?
SIE and Series 7 are required prior to start; Series 66 (or 63/65) can be obtained after starting.
What client segment will I manage?
A dedicated book of self-directed UHNW clients with $5M–$25M in assets.
What’s the salary range and bonus?
Base pay is $80,000–$110,000 per year with an 8% bonus.
How many years of experience are required?
At least 3+ years managing a financial services book; 2+ years with HNW/UHNW clients is preferred.
What will my day-to-day focus be?
High-touch client relationship management, complex wealth conversations, and growing/retaining your book.
Is there training and a path to advance?
Yes, the firm offers comprehensive training, multiple RM levels, and a clear advancement path.