- Optiv (Charlotte, NC)
- The Sr . Client Solutions Advisor ( Sr . Portfolio Security Advisor ) (SA) plays a critical role in serving as a trusted partner to Optiv's Fortune ... clients in Boston. By combining advanced business and security practitioner knowledge, the Senior SA designs security solutions using some of the most advanced… more
- Deloitte (Charlotte, NC)
- …profiles. Business Tax subject matter experts and industry specialists provide services and solutions relevant to our client 's business. Our team will assist ... Tax Services practice! What You'll Do As a Tax Senior Manager within the Financial Services arm of our...provide federal tax consulting and compliance services to a client in the securities and financial services industries. You… more
- Vanguard (Charlotte, NC)
- …on a mission, and we want you to be a part of it! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored ... communicating Vanguard's investment philosophy and making recommendations that consider client suitability, risk tolerance, appropriate saving/spending strategies, Senior… more
- Black & Veatch (Charlotte, NC)
- ** Senior Advisor - Strategic Asset Management Group** Date: Mar 8, 2025 Location: Virginia Beach, VA, US US Company: Black & Veatch Family of Companies At Black ... expertise as we, along with our valued clients, deliver solutions that positively impact communities around the world. Our...Black & Veatch has an exciting opportunity for a Senior Advisor in our Strategic Asset Management… more
- Black & Veatch (Charlotte, NC)
- ** Senior Technical Advisor - Dams** Date:...an expanded perspective and the ability to find better solutions for our clients. **Company :** Black & Veatch ... Corporation **Req Id :** 107814 **Job Title :** Senior Technical Advisor - Dams **Location :** PJGOLDEN, USHYBRID **Business Unit Sector :** COR-BVOPS-ENGR & DEV… more
- Huntington National Bank (Charlotte, NC)
- …build 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 their short-term and long-term goals.Duties & Responsibilities: + Responsible for… more
- Truist (Charlotte, NC)
- …investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client 's financial needs and to enhance existing relationships. ... net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service...working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven… more
- Vanguard (Charlotte, NC)
- …mission, and we want you to be a part of it! As a Wealth Advisor within Vanguard's Advice & Wealth Management sub-division, you will develop tailored strategies that ... unique financial goals. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $1-5M in investable… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client (s). + Manages budgeting and tracking of ... Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services...Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented… more
- Deloitte (Charlotte, NC)
- …the career opportunity to keep you buzzing! Work You'll Do: As a Tax Sr . Manager in our Partnership Solutions Group, Operational Partnership Services team you ... estate, consumer products, and other various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact with external… more
- Deloitte (Charlotte, NC)
- …for client consultation, improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work you'll ... do: As a Senior on our Partnership Solutions Group, Operational...products, and other various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact… more
- Wells Fargo (Charlotte, NC)
- …our **Salesforce Client Relationship Managemen** t product suite within our advisor platforms. The Advisor Platforms Product Management group leads the ... Wells Fargo is seeking a ** Senior Lead Designer** to join the User Centered...to join the User Centered Design Team within the Advisor Platforms Product Management organization to lead the end-to-end… more
- CBRE (Charlotte, NC)
- …. * Acts as single point of contact for account related communication to and from the senior client * Act as team leader and be responsible for provision of all ... credibility and thought leadership, influencing business outcomes * Manages enterprise-wide client relationships at senior levels acting as an extension… more
- Wells Fargo (Charlotte, NC)
- …product vertical to drive a consistent and seamless experience for Advisors and Client Associates. Wells Fargo is seeking a ** Senior Product Manage** **r** ... **About this role** The ** Client Relationship Group** (CRG) Product Management organization within...(WIM) leads the strategy, design and prioritization of the Advisor Desktop experience and Advisor tools to… more
- City National Bank (Charlotte, NC)
- …and risk. * Independently (with minimal oversight) develop and maintain trusted advisor relationships, including at the senior leadership level and with ... * SENIOR SALESFORCE DEVELOPER* WHAT IS THE OPPORTUNITY? Under...Platform Developer will perform various tasks to deliver IT solutions that exceed customer expectations in content, usability, accuracy,… more
- Fifth Third Bank, NA (Charlotte, NC)
- …advice-based solutions that simplify financial complexity to achieve the client 's goals Responsible and accountable for risk by openly exchanging ideas and ... Planning, and Equity Risk Management while collaborating with the Wealth Management Advisor . + Demonstrates highly developed sales, client contact, and… more
- Deloitte (Charlotte, NC)
- …and wealth management. You will help present your team's findings to senior client stakeholders, implement recommendations, and begin to build long-term ... develop actionable recommendations and implement creative business and technology solutions for large companies. Senior consultants will...trusted advisor relationships with client counterparts. Required Qualifications… more
- Deloitte (Charlotte, NC)
- …profiles. Business Tax subject matter experts and industry specialists provide services and solutions relevant to our client 's business. Our team will assist ... Do you enjoy building new client relationships to grow an already existing and...right people on your team to combine tax consulting solutions and innovative technology that align the tax function… more
- Wells Fargo (Charlotte, NC)
- …influence and lead the broader work team to meet deliverables and deliver client solutions . + Collaborate and consult with Commercial Banking peers, colleagues, ... you. **About this role:** Wells Fargo is seeking a Senior Lead Commercial Banking Portfolio Manager in Middle Market...banking clients. Serves as a key member of a client 's deal team. Learn more about the career areas… more
- Deloitte (Charlotte, NC)
- …+ Delivery: Manage and deliver components of SAP or indirect tax engine client engagements and teams. + Solutions : Identify, design and implement technology ... will deliver services for companies that are implementing tax solutions related to enterprise resource planning (ERP) systems and...planning (ERP) systems and tax applications. As an SAP Senior , you will contribute to the growth and success… more