- Truist (Charlotte, NC)
- …drive client acquisition and relationship deepening. ** Director of Wealth Client Experience and Integrated Relationship Management (IRM)** ESSENTIAL ... In addition to designing and executing client loyalty initiatives, develop the Truist Wealth client experience and lead a team that will align wealth … more
- Fifth Third Bank, NA (Charlotte, NC)
- …and prospects in onboarding into Life360 and developing analyses. Should the prospect or client Wealth Strategy conclude that Fifth Third will play a material ... of all types. This position reports directly to the Director , Wealth Planning Analyst Team Lead. ESSENTIAL...Lead. ESSENTIAL DUTIES AND RESPONSIBILITIES: Support the Prospect and Client Experience : + Work closely with prospects,… more
- Truist (Charlotte, NC)
- …clients and other stakeholders on a day-to-day basis. + May have certain SEG Wealth client backup relationship responsibilities as needed. + May coach and mentor ... change from time to time. Reporting to the Managing Director of SEG Sales or SEG Sr. Wealth...SEG Leadership, including drafting internal and external documents and Client /Prospect marketing materials, executing transactions, as well as working… more
- Cherry Bekaert (Charlotte, NC)
- …planning sensitive wealth transfers, and philanthropic planning. **As a Tax Director , you will:** + Work with clients and firm partners to determine engagement ... 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
- KPMG (Charlotte, NC)
- **Business Title:** Director , Consumer Compliance **Requisition Number:** 118205 - 51 **Function:** Advisory **Area of Interest:** **State:** NC **City:** Charlotte ... all KPMG business travel, international and domestic, is currently restricted to client -essential sales/delivery activity only. At some point in the future and with… more
- JPMorgan Chase (Charlotte, NC)
- …needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience + Generate business results and acquire new ... + Strong community presence with an established network + Experience or demonstrated understanding of investments, wealth ...planning, credit and banking concepts + Focuses on the client experience and works tirelessly on the… more
- KPMG (Charlotte, NC)
- … experience , with focus in 1-2 industries with public sector entity experience preferred + Strong client services orientation and accustomed to taking ... **Business Title:** Director , Oracle Cloud Financials - State and Local...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate… more
- KPMG (Charlotte, NC)
- **Business Title:** Director , Workforce Transformation - UKG - HCA **Requisition Number:** 115396 - 51 **Function:** Advisory **Area of Interest:** **State:** NC ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Charlotte, NC)
- **Business Title:** Director , Oracle EPM Architect **Requisition Number:** 112709 - 51 **Function:** Advisory **Area of Interest:** **State:** NC **City:** Charlotte ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Charlotte, NC)
- **Business Title:** Director , Non-Financial Risk **Requisition Number:** 118159 - 51 **Function:** Advisory **Area of Interest:** **State:** NC **City:** Charlotte ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Zions Bancorporation (Charlotte, NC)
- …With a leading market share in small and middle-market banking, the Bank's 500+ client managers and 200+ wealth advisors have vigorous client development ... Capital Markets. Zions Capital Markets Zions Capital Markets provides targeted, client -driven financing and advisory solutions to help companies across our markets… more
- KPMG (Charlotte, NC)
- **Business Title:** Director , Business Development, Salesforce (Healthcare & Life Sciences) **Requisition Number:** 117350 - 51 **Function:** Advisory **Area of ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Charlotte, NC)
- **Business Title:** Director Life Sciences QMS **Requisition Number:** 113311 - 51 **Function:** Advisory **Area of Interest:** **State:** NC **City:** Charlotte ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Charlotte, NC)
- **Business Title:** Director , Life Sciences QMS **Requisition Number:** 117358 - 51 **Function:** Advisory **Area of Interest:** **State:** NC **City:** Charlotte ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Charlotte, NC)
- **Business Title:** Specialist Director , Contract Management **Requisition Number:** 116924 - 51 **Function:** Advisory **Area of Interest:** **State:** NC **City:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Charlotte, NC)
- **Business Title:** Director , Business Development, Aerospace and Defense **Requisition Number:** 118155 - 51 **Function:** Advisory **Area of Interest:** **State:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Charlotte, NC)
- **Business Title:** Director , GRC SAP **Requisition Number:** 116845 - 51 **Function:** Advisory **Area of Interest:** **State:** NC **City:** Charlotte ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Charlotte, NC)
- **Business Title:** Director , Business Development, National Markets **Requisition Number:** 115231 - 51 **Function:** Advisory **Area of Interest:** **State:** NC ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Charlotte, NC)
- **Business Title:** Director , Disaster Recovery **Requisition Number:** 111192 - 51 **Function:** Advisory **Area of Interest:** **State:** NC **City:** Charlotte ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Charlotte, NC)
- **Business Title:** Associate Director , Alliances, Oracle **Requisition Number:** 118158 - 51 **Function:** Advisory **Area of Interest:** **State:** NC **City:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more