- HUB International (Charlotte, NC)
- …all forms ofpersonal property & casualty insurance business - with an emphasis in the Private Client /High Net Worth space + Maximizing growth and client ... and cross selling available products and services + Generating and pursuing new client opportunities + Develop and deliver formal proposals of insurance program +… more
- Huntington National Bank (Charlotte, NC)
- Description Summary: The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for ... developing, delivering, and managing a high-net-worth client 's Wealth Plan. Duties and Responsibilities: + Builds relationships with existing and new clients and… more
- World Insurance Associates, LLC. (Raleigh, NC)
- …any challenge including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and payroll outsourcing, and ... and payroll & HR solutions. Position Overview Surety Bonds Sales / Revenue Producer - Raleigh NC Metro Our...incredible run with us. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- Bank of America (Charlotte, NC)
- Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we are ... Join us! **Job Description:** Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our U/HNW… more
- Huntington National Bank (Charlotte, NC)
- …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...appropriate solutions as needed. + Provide ongoing training and sales support to assigned branches to deliver a great… more
- Insight Global (Raleigh, NC)
- …secure new clients and deepen relationships with existing ones: Providing pre- sales technical support by understanding client requirements, presenting security ... security and compliance services to join our clients growing sales organization. In this role, youll partner with ...Building and maintaining strong relationships with key stakeholders at client organizations, acting as a trusted advisor … more
- Guardian Life (Raleigh, NC)
- …Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and ... an integral part of Park Avenue Securities (PAS). Reporting to the Head of HNW Sales , this person will be responsible for growing sales of Park Avenue Securities… more
- Deloitte (Charlotte, NC)
- …to develop and deploy features and products, + As an integral part of client engagement teams, oversee internal Deloitte tax team members and client users ... practice serves the full spectrum of financial services sectors including banking, private equity, hedge funds, real estate funds, mutual funds, and insurance… more
- Deloitte (Charlotte, NC)
- …do As an IT Strategy Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... Senior Consultant The US M&A and Restructuring (M&A/R) Offering Portfolio advises our client 's as they seek to change the nature of their business and competitive… more
- Public Consulting Group (Raleigh, NC)
- …This position will be responsible for the following: + Business Development - Client management and sales acumen to grow existing projects and establish ... and communicating project performance and progress. + Advise senior client executives and as a trusted advisor ...during your set working hours + have a safe, private , and distraction-free environment in which to complete your… more
- Johnson, Mirmiran, and Thompson Inc. (Charlotte, NC)
- …service area growth (Energy Market focus). + Manage and document business development and sales efforts in our client management system. + Maintain a thorough ... architecture, information technology, and related services to public agencies and private clients throughout the United States. JMT, is currently ranked #61… more
- Confluent (Raleigh, NC)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... with others in Customer Solutions as well as cross-functional divisions such as Sales , Product Management and Engineering to help our customers accelerate time to… more
- Confluent (Raleigh, NC)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... with others in Customer Solutions as well as cross-functional divisions such as Sales , Product Management and Engineering to help our customers accelerate time to… more
- Deloitte (Charlotte, NC)
- …for a diverse client base in the investment management industry including private equity funds, hedge funds, management companies, and family offices to name a ... few. You will work directly with the client , manage the tax engagement team, have access to...lines of service. + Acting as a trusted business advisor to clients on a variety of issues including… more
- Deloitte (Charlotte, NC)
- …on lead client contact roles on engagements; be involved in sales and marketing activities; attend required training; and facilitate at least one ... conduct day-to-day management of accounts by delivering tax consulting services to the client and bringing in specialists when necessary; perform a high-level of tax… more