- CBRE (Charlotte, NC)
- Capital Markets Operations Consultant Job ID 191290 Posted 29-Oct-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales Support, Transaction ... the daily operating model. The vertical leaders are responsible for business development and key platform initiatives such as client coverage, increasing attachment,… more
- Deloitte (Raleigh, NC)
- …and Economic Trade Sanctions domain. As a Data Analytics, Anti-Money Laundering Senior Consultant , you will have the opportunity to be on the forefront of helping ... subject matter experts from throughout Deloitte. Responsibilities typical of an analytics Senior Consultant on one of these projects may include: + Work with a team… more
- Guardian Life (Raleigh, NC)
- …is Guardian's advanced sales department and we are seeking a Tax Planning Consultant . We are an organization providing superior case consultation to our field force ... disability insurance, mutual funds and annuities. + Work closely with Guardian's broker dealer (Park Avenue Securities) to drive revenue through PAS's multifaceted… more
- Deloitte (Raleigh, NC)
- …+ Lead and assist Customer and Sales Operations pursuits and practice development initiatives + Promote and participate in forums for sharing expertise, ... eligible: + Licensed Attorney + Enrolled Agent + Certifications: + US Customhouse Broker 's License + CUSECO (Certified US Export Control Officer) + Where applicable,… more
- Ascensus (Charlotte, NC)
- …services meet our partner's strategic needs for growth + Supports Business Development team members in building influential and productive relationships to develop a ... success with our TPA partners + Partner with Business Development team, Sales leadership and Sales team to identify...+ Work closely with and mentor Ascensus Strategic Business Consultant (s) assigned to TPA relationships + Work closely with… more
- UNUM (Raleigh, NC)
- …leadership and responsible for developing a deep understanding of broker / consultant /Third Party Firm/Benefits Administration/Exchange relationships in order to ... as needed and capacity allows + Responsible for the development and implementation of strategic customized business plan for...to their clients. Client Consultation + Serves as a consultant to the client leveraging Unum expertise, deep knowledge… more
- Guardian Life (Raleigh, NC)
- …of Wealth Management Associates, who in turn reports to the Head of Business Development , you will have a deep understanding of the approved annuity platform and ... identify and parse out Annuity opportunities), pre and post Wealth Management Consultant (WMC/AWMC) agency visit support, and deliver Annuity training to groups of… more