- Sands Investment Group (Charlotte, NC)
- …fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and ... Successful candidates will: At least three years of experience in Investment Sales with a proven track record Be forward-thinking and entrepreneurial-minded… more
- Truist (Charlotte, NC)
- …communities. Job Profile Summary The Corporate & Investment Banking (CIB) Technology Senior Risk Advisor is responsible for providing first line of defense ... This role provides an opportunity to leverage strong Corporate & Investment banking (CIB) technology and risk management experience to meaningfully influence… more
- Principal Financial Group (Charlotte, NC)
- **What You'll Do** We're looking for a Senior Client Advisor to join our Institutional Sales team at Principal Asset Management where you will play a pivotal ... Managing Director - Institutional Sales and Relationship Management, the Senior Client Advisor will: + **Engage Proactively:** Forge meaningful relationships… more
- Truist (Charlotte, NC)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Comerica (Charlotte, NC)
- Vice President, Senior Wealth Advisor The Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of the ... management, are customer focused, and drive for results. Position Responsibilities: Sales Management * Achieve annual new business fee goals by formulating… more
- Deloitte (Charlotte, NC)
- Banking Regulatory Reporting Transformation Senior Consultant Our practitioners help organizations identify the regulatory and industry changes impacting their ... with a specific focus on regulatory, risk, and data processes. As a Senior Consultant, you will have opportunities to: + Contribute to regulatory reporting… more
- Deloitte (Charlotte, NC)
- …you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? ... career for you! What you'll do As a Tax Senior Manager, you will draw on experience in accounting...taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of… more
- Truist (Charlotte, NC)
- …with our client-facing relationship management teams within Wealth: * **Financial Advisor ** - You will spend time with financial advisors understanding how ... with internal/external partners, and gaining an understanding of key investment systems. * ** Investment Analyst** - You... mixes based on the current market. * **Wealth Advisor ** - You'll work with Wealth Advisors to gain… more
- Black & Veatch (Charlotte, NC)
- …technical industry expertise and experience in Gas and Electric Utility Asset Investment Planning and Asset Performance Management solutions (ALRM). As the Principal ... expertise and manage the client engagement while developing and improving Asset Investment Plans and documenting and improving business processes focused on Asset… more
- Zions Bancorporation (Charlotte, NC)
- …+ Expert knowledge of capital markets products, services, and markets including Investment Banking/Advisory, Debt and Capital Markets, and Sales and Trading ... lead and partner with Zions Capital Markets ("ZCM") Leadership and senior managers to establish business priorities, influence and drive initiatives, and… more