- Truist (Charlotte, NC)
- …of America) **Please review the following job description:** The Sports & Entertainment Group (SEG) Wealth Advisor Associate is responsible for partnering with ... to time. Reporting to the Managing Director of SEG Sales or SEG Sr. Wealth Advisor to...credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention… more
- The Hartford (Charlotte, NC)
- …and Life Group Benefit experience is preferred. + Strong knowledge of Group Insurance terms, provisions and administration is preferred. + As a condition ... Client Advisor Priority Business - SA08DE We're determined to...make a difference and are proud to be an insurance company that goes well beyond coverages and policies.… more
- PNC (Charlotte, NC)
- …As a Product Advisor within PNC's Treasury Management - Treasury Solutions Group , you will be based in Pittsburgh, PA, or Charlotte, NC or Cincinnati, OH ... remotely, at manager's discretion. Functioning at the intersection of technical sales and product management, the ability to lead engagements, understand client… more
- Truist (Charlotte, NC)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... in the community * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.… more
- Truist (Charlotte, NC)
- …at the direction of BURM Leadership. + Serve as Principal reviewer of Advisor created marketing material and retail communications for use with the public and ... compliant and in line with regulatory standards. + Principal Review of Advisor Bio pages, electronic client correspondence, retail communications and seminars to… more
- Deloitte (Charlotte, NC)
- …Work you'll do : As a Deloitte Consulting P&C Actuary Consultant in the Insurance practice of Deloitte's Human Capital group , you will provide technical and ... P&C Actuarial Advisor - Temp Position The Human Capital Offering...and help create value for our clients. Actuarial & Insurance Solutions Deloitte's Actuarial & Insurance Solutions… more
- Truist (Charlotte, NC)
- …Profile Summary The Corporate & Investment Banking (CIB) Technology Senior Risk Advisor is responsible for providing first line of defense end-to-end risk management ... + Attend, review materials, participate and advocate during committee and working group meetings + Review Audit, and Regulatory submissions for quality and… more
- PNC (Charlotte, NC)
- …valued and have an opportunity to contribute to the company's success. As a Sales Leader II C&IB within PNC's Commercial organization, you will be based in ... and out of PNC's branch footprint, to companies with sales from $5 million to $50 million. You will...million to $50 million. You will be a trusted advisor within a fast-paced, ever-changing environment. Your ability to… more
- CoStar Realty Information, Inc. (Charlotte, NC)
- Sales Executive - LoopNet Digital Advertising - Charlotte, NC Job Description ob Description CoStar Group (NASDAQ: CSGP) is a leading global provider of ... the S&P 500 Index and the NASDAQ 100, CoStar Group is on a mission to digitize the world's...powerhouse global team to reach our goals. As a Sales Executive with LoopNet you will be part of… more
- The Cigna Group (Charlotte, NC)
- …the adoption of clinical solutions to clients through consultative sales methods (eg client P&T presentations, quarterly/annual business reviews, presentation ... meetings. Responsible for retention, client loyalty and maximizing solution sales opportunities within assigned portfolio. Maintains strong client relationships with… more
- Truist (Charlotte, NC)
- …States of America) **Please review the following job description:** Provides client and advisor support to a team of Wealth, Legal Specialty or Medical Specialty ... Group advisors managing a portfolio of high net-worth clients. Closely works with assigned advisor (s) to meet the needs and objectives of the client, and will… more
- TEKsystems (Charlotte, NC)
- …the AUS /Guidelines as they pertain to the loan product and sales structure, reviewing title commitments and fees, ordering subordinations and allocating fees ... managing the proper expectations with the client and the sales staff through closing. Based on these assessments, the...act as liaison between the borrower, underwriter and loan advisor . The Customer Advocate is required to provide periodic… more
- TEKsystems (Charlotte, NC)
- …analyzing the AUS/Guidelines as they pertain to the loan product and sales structure, reviewing title commitments and fees, ordering subordinations and allocating ... managing the proper expectations with the client and the sales staff through closing. Based on these assessments, the...act as liaison between the borrower, underwriter and loan advisor . The Customer Advocate is required to provide periodic… more
- Deloitte (Charlotte, NC)
- …stakeholders, and implement recommendations + Begin to build long-term trusted advisor relationships with client counterparts + Support internal business development ... initiatives and sales opportunities, including the creation of external-facing industry perspectives,...a range of clients. Our cross-functional Financial Services industry group comprises more than 2,500 partners, managers, and staff… more
- Truist (Charlotte, NC)
- …managers, deepen our client relationships and better position Truist as a trusted advisor . Lead deal teams and support CCB bankers in collaborative deal team ... meaningful new business revenue and assist in the cultivation of cross sales opportunities Work closely with teammates in Sponsor Coverage, Syndicated & Leveraged… more
- Deloitte (Charlotte, NC)
- …10/30/2024. Work you'll doAs a Deloitte Consulting P&C Actuary Consultant in the Insurance practice of Deloitte's Human Capital group , you will provide technical ... Deloitte Consulting's Human Capital practice is a leading global advisor and implementation partner working with companies, governments, and organizations around the… more
- Deloitte (Charlotte, NC)
- …begin taking on lead client contact roles on engagements; be involved in sales and marketing activities; attend required training; and facilitate at least one ... and the changing demands of their investors/customers. Our US tax industry group is comprised of more than 1,400 partners, principals, and employees providing… more