- Equitable (Charlotte, NC)
- Investment Product Sales Specialist (Remote Possible) ( 230000Z3 ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... an organization that will help unlock your potential? The key objectives of the Investment Product Sales Specialist are to build relationships with the… more
- Principal Financial Group (Charlotte, NC)
- **What You'll Do** In this newly established Global Wealth Alternatives team, the Product Specialist - Alternative Investments will work closely with Senior ... in corporate investing strategies including real estate + Experience in Alternative investment product structures attractive to private wealth channels globally… more
- Abbott (Charlotte, NC)
- …education, service and training of customers in the hospital setting. The Clinical Specialist will provide clinical education and sales support in order to ... + Free medical coverage for employees* via the Health Investment Plan (HIP) PPO + An excellent retirement savings...assist in achieving projected sales goals, increasing sales revenues within assigned product lines, and… more
- Bank of America (Charlotte, NC)
- Wealth Management Specialist Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... FA Teams client base. The Trainee role allows EGP Specialist to become fully license and require the appropriate... role. This position operates in a marketing and sales development role by implementing and executing the Elite… more
- Philadelphia Insurance Companies (Charlotte, NC)
- …by AM Best. Duties We are looking for a Sr. Specialty Underwriter/Underwwriting Specialist to join our Management & Professional Liability (M&PL) team! The team is ... a great platform to continually grow and develop your underwriting knowledge, sales acumen, and distribution management skills while working with some of the… more
- Abbott (Charlotte, NC)
- …to build and sustain credible business relationships with customers and shares product expertise accordingly. + Provides engineering, sales , education and ... career you dream of + Free medical coverage for employees* via the Health Investment Plan (HIP) PPO + An excellent retirement savings plan with high employer… more
- Truist (Charlotte, NC)
- … sales & developmental support for the Commercial Team, including training and product knowledge 3. Drive Regional sales lead optimization and distribution to ... or more Commercial Client Specialists (CCS), and Commercial Client Specialist Team Leaders. CSSL is responsible for leadership of...The team will provide loan support, service support and sales support to Relationship Managers and Sales … more
- Truist (Charlotte, NC)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Truist (Charlotte, NC)
- …support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
- Wells Fargo (Charlotte, NC)
- …transaction memorandums and prepare bank meeting materials + Communicate (ie, liaise) with Sales & Distribution and Corporate and Investment Banking teams + ... Fargo is seeking a Business Execution Consultant in our Corporate and Investment Banking group. This role covers jobs responsible for developing, implementing, and… more
- Truist (Charlotte, NC)
- …equivalent combination of education and related work experience 2. 2 years of sales support (analyst, specialist ) or servicing of financial or treasury products ... of America) **Please review the following job description:** Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client… more
- TD Bank (Charlotte, NC)
- …and develops a team of service and advice colleagues on services, product and sales informational conversations and/or advice-giving service strategies and ... the customer first and referring them to the right Specialist to ensure we are meeting their needs and...and Consumer lending experience required + Knowledge of Bank product lines and services as well as an understanding… more
- Siemens Energy (Charlotte, NC)
- …at its very inception and be a part of the largest Siemens Energy infrastructure investment in the United States. Working in a dynamic and diverse team with many ... portion to the respective cost accounts. + Ensures the accuracy of plant product cost criteria (ie material, labor, factory overhead, etc). + Prepare regular reports… more