- HUB International (Charlotte, NC)
- …all forms ofpersonal property & casualty insurance business - with an emphasis in the Private Client /High Net Worth space + Maximizing growth and client ... and cross selling available products and services + Generating and pursuing new client opportunities + Develop and deliver formal proposals of insurance program +… more
- Huntington National Bank (Charlotte, NC)
- Description Summary: The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for ... developing, delivering, and managing a high-net-worth client 's Wealth Plan. Duties and Responsibilities: + Builds relationships with existing and new clients and… more
- Bank of America (Charlotte, NC)
- Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we are ... Join us! **Job Description:** Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our U/HNW… more
- Huntington National Bank (Charlotte, NC)
- …long-lasting relationships with both existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with branch staff to uncover ... client needs and offer most appropriate financial solutions for...appropriate solutions as needed. + Provide ongoing training and sales support to assigned branches to deliver a great… more
- Fifth Third Bank, NA (Charlotte, NC)
- …with the Wealth Management Advisor . + Demonstrates highly developed sales , client contact, and relationship management skills including development of ... Collaborates with WMA and other specialists to ensure the Private Banking client experience is delivered. +...a minimum of 8 years of successful sales / client service experience in commercial, business and/or private… more
- 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
- Truist (Charlotte, NC)
- …(CMO's) and Regional Management in Commercial Community Banking (CCB) to meet client and prospect needs and drive revenue by originating, executing and advising ... through active engagement with our relationship managers, deepen our client relationships and better position Truist as a trusted... relationships and better position Truist as a trusted advisor . Lead deal teams and support CCB bankers in… more
- GAF (Charlotte, NC)
- …**Job Summary** Craving a new challenge? GAF is seeking a high-energy sales professional with a track record of building successful relationships and closing ... the country. Connecting the dots with the local GAF sales and management team to be an expert in...world class service. Expect to juggle competing priorities and client requests/deadlines on a regular basis. + Build: Own,… more
- Johnson, Mirmiran, and Thompson Inc. (Charlotte, NC)
- …service area growth (Energy Market focus). + Manage and document business development and sales efforts in our client management system. + Maintain a thorough ... architecture, information technology, and related services to public agencies and private clients throughout the United States. JMT, is currently ranked #61… more
- Deloitte (Charlotte, NC)
- …for a diverse client base in the investment management industry including private equity funds, hedge funds, management companies, and family offices to name a ... few. You will work directly with the client , manage the tax engagement team, have access to...lines of service. + Acting as a trusted business advisor to clients on a variety of issues including… more
- Deloitte (Charlotte, NC)
- …on lead client contact roles on engagements; be involved in sales and marketing activities; attend required training; and facilitate at least one ... conduct day-to-day management of accounts by delivering tax consulting services to the client and bringing in specialists when necessary; perform a high-level of tax… more
- Truist (Charlotte, NC)
- …to the client in collaboration with the Relationship Manager, Wealth Advisor or Structured Lending Consultant. + Owns the Portfolio Review meetings. Has an ... with High Net Worth or Ultra High Net Worth clients within the Truist Private Banking Wealth Management segment or Specialty clients, such as Medical Practices or… more