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Wealth Management Client Relationship Lead
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-06-05
Listing for:
Nuveen
Full Time
position Listed on 2026-06-05
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Nuveen is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors in Charlotte, North Carolina. This role involves delivering client service to high-net worth clients, managing responsibilities for a book of assigned clients, and supporting the implementation of financial plans.
The ideal candidate will have 2+ years of experience, a university degree, and strong qualifications in client relations and financial solutions. The position offers a competitive salary and a focus on personal and professional growth.
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