• Private Client Advisor

    Bank of America (Charlotte, NC)
    Private Client Advisor - Executive Coverage Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help ... of America Executive clients in alignment with established risk appetite * Mentors Private Client Manager I- Executive Coverage and partners with them on… more
    Bank of America (06/13/24)
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  • Tax Director - Private Client

    Cherry Bekaert (Charlotte, NC)
    …to find your space and create your future, you belong with us. The Private Client Services (PCS) practice provides exceptional personal compliance and business ... energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all… more
    Cherry Bekaert (04/09/24)
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  • Senior Account Manager - Private Equity…

    Truist (Charlotte, NC)
    …for Private Equity clients and prospects by supporting the Marketing Account Executive / Transaction Advisor in the evaluation of exposure data and insurance ... well as the coordination of client onboarding. 2. Maintain a working knowledge of private equity / M&A industry trends. 3. Build and maintain key client and… more
    Truist (06/17/24)
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  • Global Financial Crimes Executive I

    Bank of America (Charlotte, NC)
    …practices consistent with applicable laws, rules, regulations and regulatory guidance. The GFC Executive I serves as a trusted advisor to the Chief Compliance ... Global Financial Crimes Executive I Charlotte, North Carolina **Job Description:** At...requires a network of law enforcement contacts for coordinating public- private partnership, and prior experience with detection and proactive… more
    Bank of America (06/15/24)
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  • Account Executive - New Logo (SouthEast)

    Pegasystems (Charlotte, NC)
    …world's largest organizations. **What You'll Do at Pega:** + Develop a trusted advisor relationship with multiple stakeholders across the client organization + ... Account Executive - New Logo (SouthEast) Job Category: Sales...and product knowledge to share insights about how a client can maximize license to drive business benefits +… more
    Pegasystems (06/22/24)
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  • Marketing - Head of Private Bank and Asset…

    PNC (Charlotte, NC)
    …drive the growth of the Asset Management Group (AMG) division, inclusive of Private Bank and Institutional and Asset Management businesses. We are seeking a highly ... the company's success. Position Summary: As the Head of Private Bank and Asset Management Marketing, you will lead...while driving new acquisitions and growth of the existing client base. This role interfaces directly with senior leadership… more
    PNC (04/19/24)
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  • Technology Strategy & Business Transformation…

    Deloitte (Charlotte, NC)
    …risk + Client Management: Manage day to day interactions with executive clients and sponsors + Business Development: Develop and maintain contact with top ... hiring a Senior Manager to serve as a trusted advisor to our clients, working with them to make...stakeholder set. You will manage and deliver components of client engagements that identify, design, and implement technology solutions… more
    Deloitte (06/21/24)
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  • Financial Services Tax Transformation Manager

    Deloitte (Charlotte, NC)
    …to develop and deploy features and products, + As an integral part of client engagement teams, oversee internal Deloitte tax team members and client users ... practice serves the full spectrum of financial services sectors including banking, private equity, hedge funds, real estate funds, mutual funds, and insurance… more
    Deloitte (06/13/24)
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  • Regional DoD Water Market Sector Leader

    AECOM (Charlotte, NC)
    …conference planning and strategy development, committee participation, etc., including supporting client delivery as a technical advisor where appropriate ... (BD) activities in a defined geographic area, in coordination with the region executive , regional business line leader, other market sector leads, and state leads +… more
    AECOM (06/19/24)
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  • Tax Senior - Sustainability, Climate & Equity…

    Deloitte (Charlotte, NC)
    …related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities will include: + Support renewable energy ... client engagements and participate in the targeting of new...delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files,… more
    Deloitte (05/15/24)
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  • Tax Manager - Sustainability, Climate & Equity…

    Deloitte (Charlotte, NC)
    …regulations related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities: + Manage renewable energy client ... Sale-leaseback + Pass-through lease + Maintain and develop strong internal and client relationships + Demonstrate sound judgment and a quality-first mentality with… more
    Deloitte (05/15/24)
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