- 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
- 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
- Honeywell (Charlotte, 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 (Charlotte, 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
- 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
- JPMorgan Chase (Charlotte, NC)
- …the use of our complex treasury and cash management products and services. As a Client Service Sr . Associate in the Commercial Bank, you will resolve client ... Be a trusted advisor to our Commercial Bank clients. Manage multiple...client trends/issues with internal partners to further customize solutions for clients + Actively participate in deal team… more
- Deloitte (Charlotte, NC)
- …the career opportunity to keep you buzzing! Work You'll Do: As a Tax Sr . Manager in our Partnership Solutions Group, Operational Partnership Services team you ... estate, consumer products, and other various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact with external… more
- Deloitte (Charlotte, NC)
- …for client consultation, improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work you'll ... do: As a Senior on our Partnership Solutions Group, Operational...products, and other various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact… more
- Deloitte (Charlotte, NC)
- Are you an experienced, passionate pioneer in technology - a solutions builder, a roll-up-your-sleeves technologist who wants a daily collaborative environment, ... our opportunity below Work you will do As a Sr Workday Benefits Consultant you should expect to be... Workday Benefits Consultant you should expect to be client facing and involved in the following: + Gathering… more
- Avanade Inc. (Charlotte, NC)
- Sr Analyst, Digital Sales Support Support Avanade's sales teams in closing new business efficiently and accurately through administrative functions, analytics, and ... Real-time access to technical and skilled resources globally . Dedicated career advisor to encourage your growth . Engaged and helpful coworkers genuinely interested… more
- Truist (Charlotte, NC)
- …pursuing professional credentials that are necessary or enhance ability to deliver superior client solutions to High and Ultra-High Net Worth clients. Maintain ... commensurate with the scope of the most complex UHNW client needs with advanced deliverables and solutions ...client service to retain clients. This includes: Anticipating client and advisor needs through proactive behavior,… more
- City National Bank (Charlotte, NC)
- …and risk. * Independently (with minimal oversight) develop and maintain trusted advisor relationships, including at the senior leadership level and with ... * SENIOR SALESFORCE DEVELOPER* WHAT IS THE OPPORTUNITY? Under...Platform Developer will perform various tasks to deliver IT solutions that exceed customer expectations in content, usability, accuracy,… more