- Principal Financial Group (Charlotte, NC)
- **What You'll Do** We're looking for a Sr . Wealth Sales Specialist (hybrid wholesaler) to join our Principal Asset Management team. This role works ... collaboratively with the Sr . Director and Internal Wholesaler for collective territory success....success. You'll have immediate impact on helping to exceed sales goals by developing a new segment of advisors… more
- Truist (Charlotte, NC)
- …continuing education requirements are met where needed * 8 or more years of sales and client management experience in Wealth Management and a demonstrated ... and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners...CPWA and CPA * 5 or more years of sales and client management experience in the Wealth… more
- KPMG (Charlotte, NC)
- **Business Title:** Workday Integrations, Senior Specialist **Requisition Number:** 112046 - 51 **Function:** Advisory **Area of Interest:** **State:** NC ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...in Advisory. KPMG is currently seeking a Workday Integrations, Senior Specialist to join our Managed Services… more
- Principal Financial Group (Charlotte, NC)
- …team, the Product Specialist - Alternative Investments will work closely with Senior Managing Director, Head of Global Wealth Alternatives! The team is ... real estate + Experience in Alternative investment product structures attractive to private wealth channels globally **Skills That Will Help You Stand Out** + Strong… more
- ServiceNow, Inc. (Charlotte, NC)
- …major impact on our future success by supporting the Financial Services Enterprise Sales team. You will guide revenue for the ServiceNow platform including IT ... Service Management and IT Operations Management with the support and partnership of Sales , Product Management, and the executive team. This is a hands-on technical… more