- 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
- Vanguard (Charlotte, NC)
- …and we want you to be a part of it! As a Financial 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
- Broadridge Financial Solutions (Raleigh, NC)
- …clients in person from time to time. You will be a part of the Broadridge Advisor Solutions team using your business analysis skills to listen to clients and ... objectives into use cases to achieve clients' digital transformation strategies. The Sr . Business Analyst plays a critical role in supporting the business team… more
- SHI (Raleigh, NC)
- **Job Summary** The Sr . Solutions Architect - Services Presales plays a pivotal role in driving revenue growth, shaping our service offerings, and collaborating ... to meet their needs + Lead workshops and discovery sessions to understand client objectives, assess environments, and recommend service solutions + Develop… more
- SHI (Raleigh, NC)
- **Job Summary** The ASG Sr . Network & Security Solutions Architects willrepresentSHI as the trusted advisor on all areas of Networking (ie, ... Wrapping 1** \#LI-JH2 Refer a friend to this job (https://careers-shi.icims.com/jobs/16403/ sr .- solutions -architect network-%26-security/job?mode=apply&apply=yes&in\_iframe=1&hashed=-336032949) **Need help finding the right… more
- Fifth Third Bank, NA (Charlotte, NC)
- …Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior WP Analyst partners with Wealth Strategists, WMAs and other specialists to deliver ... into Life360 and developing analyses. Should the prospect or client Wealth Strategy conclude that Fifth Third will play...role in developing and implementing their Wealth Plan the Sr . Analyst will be responsible to produce deliverables in… more
- Verint Systems, Inc. (Raleigh, NC)
- …role displays superior customer management and consultancy skills, striving to become a trusted advisor to the customer. The Sr . CSM is passionate about the ... more at www.verint.com . **Overview of Job Function:** The Sr . Customer Success Manager ( Sr . CSM) is...responsible for having a solid knowledge of Verint Product Solutions and applying this knowledge in all aspects of… more
- ThermoFisher Scientific (Wilmington, NC)
- …role is in need of a candidate who is able to initiate innovative solutions including regulatory expertise and client interface to provide strategic regulatory ... **Work Schedule** Standard (Mon-Fri) **Environmental Conditions** Office **Job Description** **Manager/ Sr . Manager Regulatory Affairs, Clinical FSP Dedicated** At Thermo… more
- Honeywell (NC)
- …relationships and understand customer business in order to provide appropriate products or solutions . + Build relationships with our customers senior leaders at ... We don't just sell things. We offer solutions to tomorrow's challenges! Our sales approach begins...opportunities for different kinds of customers. You will foster client satisfaction by maintaining regular customer contact and managing… more
- Comerica (Charlotte, NC)
- Trust Advisor III (Estate Settlement Officer) Comerica's estate settlement unit is team of knowledgeable and experienced professionals, whose goal is to make the ... seamless as possible for all concerned. As a Trust Advisor III in Estate Settlement, you will be responsible...estate related administrative accounts, and providing support to our client families knowing the period following a death of… more
- Anywhere Real Estate (Charlotte, NC)
- PRIMARY FUNCTION: The primary function of the Senior Relocation Accounting Analyst - Payroll Team is to process, audit and approve payrolls, serve as a technical ... resource and policy expert for their team portfolio while ensuring customer and client needs are met in a timely and efficient manner through delivery of Top Block… 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
- Acosta Group (Charlotte, NC)
- …category advisor team and building a strong partnership with our client by **providing merchandising solutions ** and decision support that **drive growth** ... on-site **3 days a week** in an **Acosta Group** office **.** As the ** Senior ** **Analyst** in the **CPG** Industry, you will perform a valuable role in supporting… more
- Deloitte (Charlotte, NC)
- …technologists working across Operate, AI, and Engineering. We serve as a trusted advisor and managed service provider bringing a mix of capability and capacity ... a digitally enabled, equitable future of health As a Senior Consultant you will bring strong technical, functional and...you will bring strong technical, functional and project management solutions to clients with a focus on achieving a… 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 (Winston Salem, NC)
- ** Senior Advisor - Strategic Asset Management Group** Date: Jan 9, 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
- 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
- Atria Wealth Solutions (King, NC)
- …with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC area. ABOUT ALLEGACY: Do you ... accomplishing their financial goals. Offer regularly scheduled reviews to monitor client progress toward goals. Review risk tolerance, asset allocation models and… 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
- Ensono (Raleigh, NC)
- …from consulting, operations, and product teams) to help drive further penetration of the client account. + Develop and document solutions that meet client 's ... variety of audience + Gain executive buy-in for complex solutions by engaging in executive and senior -level...+ Aid in driving stability and innovation within the client 's current and future state and create solutions… more