- TIAA (Charlotte, NC)
- …Degree + 5+ years of experience in financial services + Prior advisor / consultant experience + Knowledge of institutional retirement plans + MoneyGuidePro, ... array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with...them work towards well defined financial objectives. The Advisory Consultant partners with their team to grow their collective… more
- Anywhere Real Estate (Charlotte, NC)
- …strategies with business goals and objectives. + Act as a trusted advisor and consultant , offering strategic insights, recommendations, and actionable solutions ... learning strategies to foster business growth and scalability. As a seasoned consultant , trainer, and compelling speaker, you will deliver tailored leadership and… more
- Wells Fargo (Charlotte, NC)
- …this role:** Wells Fargo is seeking a Senior Lead Customer Experience Consultant in Enterprise Customer Experience, part of Consumer and Small Business Banking. ... to inform strategy and drive change. Acting as a consultant to a variety of stakeholders and senior business...role is expected to showcase influence as a trusted advisor /guide to other teams while also being comfortable playing… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Lead Asset Movement Consultant (Senior Lead Business Execution Consultant ) to join the Money Movement ... Product team within Wealth and Investment Management (WIM). This consultant is responsible for strategic planning, research, discovery and organization of large work… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Business Growth Strategy Consultant in Investment Products as part of Wealth & Investment Management. In this role, you ... such as: Certified Retirement Plan Specialist (CRPS) or Qualified Plan Fiduciary Consultant (QPFC) or equivalent Certified Plan Fiduciary Consultant (CPFC) +… more
- Deloitte (Charlotte, NC)
- …work in a collaborative environment? As an experienced Project Delivery Specialist - Pricing Advisor you will have the ability to share new ideas and collaborate on ... projects as a consultant without the extensive demands of travel. If so,...+ Build client relationships and be a trusted strategic advisor on how to price menu items + Understand… more
- Reynolds & Reynolds (Charlotte, NC)
- Automotive Business Consultant Charlotte, NC Full-Time Apply Here ‹ View jobs Position description: Reynolds and Reynolds is looking for experienced automotive ... and respected companies in the automotive industry. As an Automotive Business Consultant your primary focus will be to establish professional relationships with… more
- Wells Fargo (Charlotte, NC)
- …role:** Wells Fargo is seeking a Senior Wealth Client Performance Analytics Consultant for the Ultra-High Net Worth Client Investment Performance Reporting Team ... net worth clients. The Senior Wealth Client Performance Analytics Consultant will analyze investment performance results, verify portfolio accuracy, conduct… more
- Grant Thornton LLP (Charlotte, NC)
- Technology Modernization - Anaplan Consultant As an Anaplan-focused Consultant within the Technology Modernization practice, you will help organizations ... levels to manage expectations, ensure satisfaction, and become a trusted business advisor . + Build on client relationships by building, maintaining, and utilizing… more
- Deloitte (Charlotte, NC)
- …for an experienced SAP treasury transformation and treasury technology delivery Senior Consultant to join our treasury advisory practice to help drive growth and ... through advisory services, solution design and delivery. SAP Treasury Senior Consultant : The position provides excellent opportunity for: + Define, plan and… more
- US Bank (Charlotte, NC)
- …at-all from Day One. **Job Description** US Bank is looking for a Talent Consultant (Senior HRBP) to join the Consumer and Business Banking Human Resources team, ... to as Senior Human Resources Business Partners, the Talent Consultant role has evolved to provide a greater focus...HR partner with experience supporting executives as a trusted advisor + Ability to analyze qualitative and quantitative data,… more
- Black & Veatch (Charlotte, NC)
- **Principal Consultant , Asset Lifecycle Risk Management (ALRM)** Date: Apr 28, 2024 Location: US Company: Black & Veatch Family of Companies At Black & Veatch, our ... Investment Planning and Asset Performance Management solutions (ALRM). As the Principal Consultant , ALRM you will lead the completion of multiple engagement phases,… more
- Wells Fargo (Charlotte, NC)
- …**About this role:** Wells Fargo is seeking a Senior Lead Business Execution Consultant to lead, drive and coordinate work efforts for cross cutting strategic ... role, you will:** + Act as a Business Execution advisor to leadership to drive performance and initiatives, and...multiple lines of businesses and serve as an experienced advisor to the leadershipProvide direction to a cross functional… more
- Deloitte (Charlotte, NC)
- …in sales pursuit efforts as a team member or subject matter advisor . Develop and maintain relationships with client stakeholders to establish and maintain ... our status as a trusted advisor The team Deloitte's SAP practice helps clients move...or boutique consulting firm, or serving as an internal consultant within industry + K nowledge and implementation experience… more
- Deloitte (Charlotte, NC)
- …in a collaborative environment? As an experienced Project Delivery Senior Analyst - Pricing Advisor you will have the ability to share new ideas and collaborate on ... projects as a consultant without the extensive demands of travel. If so,...+ Build client relationships and be a trusted strategic advisor on how to price menu items + Understand… more
- Deloitte (Charlotte, NC)
- …role ends on 12/31/2024 The Role: We are seeking an experienced Senior Consultant with exceptional expertise in Kyriba technology and treasury transformation to join ... Proven ability to lead a team and establish credibility as a trusted Kyriba advisor with clients. + Working knowledge of cash management, FX, debt capital markets,… more
- Deloitte (Charlotte, NC)
- Flexible Consumption Revenue Recognition Implementation Senior Consultant Customer & Marketing is creating a new model for a new age-we're an agency and a ... day interactions with executive clients and sponsors and build a trusted advisor relationship. + Delivery: Manage and deliver components of client engagements that… more
- Equitable (Charlotte, NC)
- Entry Level - Financial Advisor - NC, Charlotte (3623) ( PIN\_42276 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable Advisors ... CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers… more
- Truist (Charlotte, NC)
- …controls, and evaluate and track the cyber program maturity, security advisor to business segments and functions. **Essential Duties and Responsibilities:** ... Following is a summary of the essential functions for this job. other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. + FFIEC AAFISS and NIST subject matter expert. Translation of… more
- Truist (Charlotte, NC)
- …Commercial Real Estate, and/or Lending 10. Understanding of the Registered Investment Advisor (RIA) industry and GIPS standards; FINRA licenses 11. CIA, CPA, CISA, ... MPA, MBA or advanced degree 12. Demonstrated proficiency in identifying operational, compliance, reputational, strategic, liquidity, market and technology risks 13. Strong written, PowerPoint and oral communication skills along with exceptional decision making… more