- Eclaro (Charlotte, NC)
- …Review Senior Portfolio Manager for our client in Charlotte, NC. ECLARO's client is one of the world's largest financial institutions, committed to providing ... Thinking Portfolio Analysis Issue Management Stakeholder Management Analytical Thinking Executive Presence Influence Collaboration Regulatory Compliance Relationship … more
- Deloitte (Charlotte, NC)
- …clients for the wide range of services offered by Deloitte's US subsidiaries. The Client Relationship Executive (CRE) is responsible for building the ... relationship between Deloitte and the client , helping to market Deloitte's services and capabilities to...Client Service Partner (LCSP) to ensure that the client business and financial plan is developed,… more
- Sodexo (Charlotte, NC)
- …company that holds the same values as you._** **Sodexo** is seeking a dynamic ** Client Executive 2** for12 **Atrium Health accounts in the Charlotte, NC area.** ... The ** Client Executive 2** will have direct oversight...develop a strong team + Strong organizational skills + Client relationship skills + Strong communication skills… more
- Bank of America (Charlotte, NC)
- …Markets. To be successful in this role, you will need to provide client relationship management services within Integration for clients across multiple products ... Sr Relationship Manager II - Client Onboarding...knowledge of AML / KYC and Regulatory requirements for client on-boarding + Executive Level written and… more
- The Hartford (Charlotte, NC)
- Executive Underwriter - UW07CD We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working ... for the successful program management of assigned Captive programs. The Executive Underwriter will develop and maintain effective relationships with internal and… more
- iHeartMedia (Charlotte, NC)
- …skills + Persuasive communication skills: verbal, written, and presentation + Strong client service relationship -building skills + Ability to plan and organize, ... what we do! **What We Need:** We're seeking a Senior Outside Account Executive . **What You'll Do:** + Immerse yourself in learning iHeartMedia's Broadcast + Digital… more
- JPMorgan Chase (Charlotte, NC)
- Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management ... execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions)… more
- Bank of America (Charlotte, NC)
- Strategy & Initiatives Manager - Partner Relationship Manager I Charlotte, North Carolina;New York, New York **Job Description:** At Bank of America, we are guided ... by a common purpose to help make financial lives better through the power of every connection....organization that will help win, retain, and grow merchant client relationships by ensuring their positive experience is always… more
- CBRE (Charlotte, NC)
- …within the defense sector. The selected candidate will lead the sales strategy, client cultivation and relationship , solution and proposal development for the ... and satisfaction levels. + Work with key management and executive stakeholders to assess and understand client ...skills with the ability to effectively assess and solution client needs. Financial Knowledge: + Requires advanced… more
- JPMorgan Chase (Charlotte, NC)
- …your portfolio. Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help ... service improvements and solicit client input and feedback to drive client satisfaction + Conduct annual relationship reviews with clients to identify… more
- Bank of America (Charlotte, NC)
- …+ Sr. Credit Products Officer (SCPO) serves as a key member of the Commercial Client Team in handling the clients financial needs, ensuring that the overall ... the bank is in a position to expand the relationship + The client team is charged...an assigned portfolio + Includes an evaluation of the financial standing of the client or prospect… more
- Bank of America (Charlotte, NC)
- Consumer Product Strategy Mgr II- Client Protection Richmond, Virginia;Plano, Texas; New York, New York; Boston, Massachusetts; Charlotte, North Carolina; Chicago, ... are guided by a common purpose to help make financial lives better through the power of every connection....To continue to drive this core principle, within the Client Protection team, we are looking for an innovative,… more
- Allied Universal (Charlotte, NC)
- … client and employees + Coordinate necessary support services to effectively manage client site to meet or exceed financial and operational goals and provide ... problems to effectively run the account. Meet or exceed financial & operational goals; provide quality customer service. Maintains...the day to day security operations of an assigned client site + Manage a team of security officers,… more
- Bank of America (Charlotte, NC)
- …trusting relationship with key business leaders. As guided by executive leadership, develops and maintains relationships with counterparts in other financial ... are guided by a common purpose to help make financial lives better through the power of every connection....4 Functional teams: AML Screening, Periodic Transaction Monitoring, Enhanced Client Diligence and Sanctions Monitoring. This role is to… more
- Adams Electric Company (Charlotte, NC)
- …corrective measures within company guidelines + Aid Senior Project Manager/ Project Executive with managing financial aspects of contracts (develop schedule of ... equipment, income/expenses) to protect the company's interest and simultaneously maintain good relationship with the client . + Actively learn to prepare cost… more
- Baker Construction (Charlotte, NC)
- …including executive management + Ability to communicate well with client executives + Ability to develop and present presentation materials for meetings ... for, not only the day-to-day operations, but also the financial well-being of his/her territory. The **VP** **of Operations**...of a Strategic Business Plan that aligns with the Executive Team's expectations and ensures a 1st or 2nd… more
- Bank of America (Charlotte, NC)
- …trusting relationship with key business leaders. As guided by executive leadership, develops and maintains relationships with counterparts in other financial ... are guided by a common purpose to help make financial lives better through the power of every connection....4 Functional teams: AML Screening, Periodic Transaction Monitoring, Enhanced Client Diligence and Sanctions Monitoring. This role is to… more
- Vanguard (Charlotte, NC)
- …on role-specific duties. + Seven+ years of advisory experience specifically in financial planning, book of business management and relationship management. + ... + Experience applying trust and estate planning knowledge to help preserve client 's wealth. + In-depth knowledge of financial planning, investment strategies,… more
- Bank of America (Charlotte, NC)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run ... families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working… more
- Deloitte (Charlotte, NC)
- …advisory services to our clients. + Playing a key role in client communication, relationship development and retention + Ensuring products/deliverables meet ... creativity, high-energy and versatility. + Strong presentation, consulting, project management, client , and training/ mentoring skills + Strong executive … more
