- Truist (Greenville, SC)
- …* MBA, JD, CPA, CFA or CFP * 5 years of proven experience leading and managing multi- regional wealth teams * Completion or enrollment in professional level ... Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing...typical Truist Wealth team is comprised of Wealth Advisors and Wealth Associates managing… more
- HUB International (Greenville, SC)
- …The Agency Management Systems Trainer (Epic/Benefit Point) works with the COO/ Director of Training, Operations Managers, Regional and Local Operations ... technology, and process training for new and existing employees. + Work with COO/ Director of Training, Local/ Regional Operations Managers and Leaders, and … more