- EY (Charlotte, NC)
- …go. Join EY and help to build a better working world. Alliance Sales Executive, Associate Director - IBM, Financial Services (FSO) Our Sales & Strategic Pursuits ... and crucial in the expansion of the IBM alliance relationship within the United States. Your key responsibilities As...your actions in the market. You'll be a trusted advisor to clients, IBM and EY's account teams, acting… more
- PwC (Charlotte, NC)
- …clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their ... and independence requirements. The Opportunity As part of the Financial Services Tax team you will work with many...develop and implement creative tax solutions. As a Senior Associate you will analyze complex problems, mentor team members,… more
- WTW (Charlotte, NC)
- …and maintain strong relationships with key carriers. If you are a consultative advisor who thrives in creating technical sound solutions that address the client's ... More experienced brokers may be responsible for training and supervising Associate Brokers. Responsible to ensure that relevant regulatory and technical standards… more
- Bank of America (Charlotte, NC)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... recommendations, sales practice activities, and conduct of market personnel Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to… more
- Wells Fargo (Charlotte, NC)
- …Provide SME support for Financial Advisors Planning Tools Partner with Financial Advisor assigned to a territory on business development activities ... role: Wells Fargo is seeking an Annuity and Retirement Consultant (Business Growth Strategy Associate ) in the National Sales Client Relationship Group as part of… more
- Edward Jones (Charlotte, NC)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered… more
- First Horizon Bank (Charlotte, NC)
- …one opportunity at a time. **SUMMARY** First Horizon is seeking a ERM Risk Advisor - Risk Identification Program Leader to join the Enterprise Risk Management team. ... and continually improving First Horizon Bank's risk identification framework. This associate will lead efforts to proactively identify current and emerging risks… more
- Huron Consulting Group (Charlotte, NC)
- …and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA) The estimated base salary range for this job is ... industries to both US-based and multi-national organizations. Solution Offerings: * Financial Advisory to Debtor or Creditor Constituencies * Interim Management… more
- WTW (Charlotte, NC)
- …and maintain strong relationships with key carriers. If you are a consultative advisor who thrives in creating technical sound solutions that address the client's ... More experienced brokers may be responsible for training and supervising Associate Brokers. Responsible to ensure that relevant regulatory and technical standards… more
- Bank of America (Charlotte, NC)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring… more
- Regions Bank (Charlotte, NC)
- …capital. The array of products offered by Capital Markets helps Regions' relationship managers compete in today's rapidly evolving financial environment. Capital ... provides hedging products that enable clients to manage risks associate with interest rate, commodity, and foreign exchange exposures....them with winning and maintaining the role of trusted advisor to their clients. The list of product offerings… more
- Regions Bank (Charlotte, NC)
- …architectures and vendor dependencies + Builds and maintains technical trusted advisor relationships with influential technical decision makers within Technology + ... platforms (OpenTelemetry, DynaTrace, Splunk a plus) + Knowledge with Customer Relationship Management (CRM) systems like Salesforce + Understanding the technology of… more