- US Bank (Charlotte, NC)
- …with business development officers, responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the ... seven years of relevant experience Preferred Skills/Experience - Thorough knowledge of corporate trust and investment instruments - Thorough knowledge of account… more
- Grant Thornton (Charlotte, NC)
- As the Tax Senior Manager of our Corporate Tax Services Methods & Periods/Credits practice, you'll be responsible for designing, implementing, and executing ... and support to help you excel. You'll collaborate with Corporate Tax leadership and use specialized tax resources to...and sales aspects of the engagements to ensure all client projects are conducted in accordance with firm standards,… more
- JPMorgan Chase (Charlotte, NC)
- …with best-in-class service. Help be the reason our clients stay with Chase! As a Client Service Senior Manager within the Commercial Bank, you will lead the ... Lead a team or teams of Client Service professionals who advise our moderate to...work culture + Build and maintain a culture of trust , transparency and integrity + Identify opportunities for use… more
- Compass Group, North America (Charlotte, NC)
- E15 Group Position Title: Client Success Manager Salary: $115,000-125,000 At E15, we are the spark that ignites. Our team delivers next-generation insights based ... data, not hunches, to drive business in healthcare, campus, corporate , sports, entertainment, hospitality, and retail industries to help...link below: www.e15group.com Job Summary E15 is seeking a Client Success Manager to act as the… more
- Vanguard (Charlotte, NC)
- …to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services. They also manage trusts, both as an ... communicating Vanguard's investment philosophy and making recommendations that consider client suitability, risk tolerance, appropriate saving/spending strategies, Advisors give...investment manager and… more
- First Horizon Bank (Charlotte, NC)
- …relationship managers with, and directly responsible for Equipment Finance, client portfolio management activities. Delivers customized capital equipment financing ... solutions including term loans and tax oriented true leases to meet client tax and cash flow objectives and build long-term, profitable customer relationships to… more
- Grant Thornton (Charlotte, NC)
- …and others to identify optimal filing options, exemptions, credits and incentives, and corporate structures that can reduce the client 's tax burden + Consult, ... As the Income/Franchise Tax Manager , you'll deliver a full range of tax...and resources to thrive in your role to meet client needs and help you achieve more, confidently. Your… more
- Adams Electric Company (Charlotte, NC)
- …project objectives, policies, procedures and performance standards within boundaries of corporate policies + Assist Senior Project Manager /Project Executive with ... Adams Electric Company is seeking a dynamic Assistant Project Manager . The ideal candidate is a leader who is...company's interest and simultaneously maintain good relationship with the client . + Actively learn to prepare cost estimates on… more
- Cornerstone onDemand (Charlotte, NC)
- The Manager of Account Management will be part of the Account Management leadership team and be responsible for managing a condensed book of Mid-Market and ... on retaining and developing incremental business opportunities within our existing client base. This role will include developing and coaching Account Managers… more
- Deloitte (Charlotte, NC)
- Manager - Payments Fraud Analytics and Data Science What you'll do Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects ... businesses. Recruiting for this role ends 12/31/24. As a Manager , you will have opportunities to: + Apply data...concepts to a non-technical audience + Serve as primary client contact or workstream lead on complex projects, liaise… more
- US Bank (Charlotte, NC)
- …specifically, those with annual sales of $25 million and above. The Institutional Client Group cultivates clients' trust through customized service and access to ... excel at-all from Day One. **Job Description** The Institutional Client Group (ICG) brings a full range of bank...throughout US Bank, that can help middle market and corporate companies work toward their financial and operational goals.… more
- Huntington National Bank (Charlotte, NC)
- …Private Bank Area Service Manager , as part of Huntington Bank's Private Client Group, is responsible for management of a Private Bank Service Specialist team, ... covering multiple practices (Private Banking, Trust , Investment Management and/or Retirement Plan Services). Duties &...area more efficient. + Takes personal ownership of complex client issues; confers with Senior Leadership for their input,… more
- First Horizon Bank (Charlotte, NC)
- …their customers one opportunity at a time. **Summary:** The Business System Manager (BSM) has primary responsibility for managing the system(s) supporting Fraud ... monitoring to proactively identify and prevent fraud as well as improvement of the client experience when recovering from a fraud event. The BSM manages the daily… more
- Vanguard (Charlotte, NC)
- …to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services. They also manage trusts, both as an ... investment manager and as a trustee,...managing a book of business with a track record of client satisfaction and loyalty. + Experience applying trust and… more
- AON (Charlotte, NC)
- …lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues ... submits expense reports. + Records time accurately and submits according to corporate guidelines. + Attends business town halls; Coordinate, schedule and prepare… more
- Comerica (Charlotte, NC)
- …* Obtain client commitment and collect assets. * Effectively transition the client relationship to the relationship manager by staying involved with the ... business and being accountable for the success of the client relationship. What we can offer you * Comerica...market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals in order to… more
- Bank of America (Charlotte, NC)
- …and Treasury Services Specialists with the on-boarding of new Large Corporate and Commercial clients implementing complex Treasury Services products within US ... implementation of these services and therefore must be the client advocate into those product teams. The value this...and to the organization is the ability to build trust and confidence with clients and ensure the bank… more
- Black & Veatch (Charlotte, NC)
- …coordinates with internal and external team members for successful project execution Client Focus: + Responsible for assisting with identification of key client ... for ongoing projects and identification of new business prospects + Communicates client interests and drivers to project team members and develops creative solutions… more