- Principal Financial Group (Charlotte, NC)
- …US funds platforms-covering mutual funds, ETFs, interval funds, and collective investment trusts (CITs). This hands-on role is responsible for developing and ... Risk Partnership & Consulting** + Act as a trusted advisor and risk consultant to business leaders across fund...events. + Represent the funds operational risk function in senior forums, working groups, and Board meetings. + Help… more
- 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
- Comerica (Charlotte, NC)
- Job Description Senior Wealth Advisor As a ...degree from an accredited university + 10 years of sales experience in personal trust, investment or ... innovative management, are customer focused, and drive for results.Position Responsibilities: Sales Management Achieve annual new business fee goals by formulating… 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
- PNC (Charlotte, NC)
- …opportunity to contribute to the company's success. As a Branch Network Planning Advisor within PNC's Retail Network Planning organization, you will be based in ... within financial guidelines. + Develops business cases for major capital investment decisions to continually drive firm's ability to reach targeted customers… more
- Wells Fargo (Charlotte, NC)
- …& Investment Bank delivers a comprehensive suite of corporate banking; investment banking; sales , trading, financing and research; and commercial real estate ... **About this role:** Wells Fargo is seeking a Compensation Senior Manager to join our Total Rewards Compensation Team...Total Rewards Compensation Team to support our Corporate & Investment Banking line of business. This role serves as… more
- Wells Fargo (Winston Salem, NC)
- …Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about the ... guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty… more
- Equitable (Charlotte, NC)
- Equitable Advisors, Senior Product Manager - Retirement Plans ( 250000FY ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... professionals that focus on Equitable Advisors platform of third-party investment products, advisory solutions, insurance products and retirement plan business.… more
- Equitable (Charlotte, NC)
- …Internal or external sales related experience + Working knowledge of retail investment advice market, investment product and services. + Proven track record ... Sales Desk Manager- Funds ( 250000EY ) **Primary...for the internal wholesalers as it relates to Equitable Investment Management's products and services, competitor knowledge, portfolio assessment,… more
- CoStar Realty Information, Inc. (Charlotte, NC)
- Sales Executive - LoopNet Digital Advertising - Charlotte, NC Job Description Company Overview **CoStar Group (NASDAQ: CSGP)** is a leading global provider of ... Learn more about LoopNet (https://www.loopnet.com/solutions/about-us?site\_tag=USA) . Position Overview As a ** Sales Executive** with LoopNet you will be part of a… more
- Wells Fargo (Charlotte, NC)
- …recognized equivalents) + Extensive experience in wealth management and investment sales environments, with a deep understanding of advisor business models, ... Influence to drive sales results + Drive sales and Advisor participation across a wide...Fargo Wealth Investment Management products to include investment sales , full balance sheet solutions and… more
- Truist (Charlotte, NC)
- …limited to, teammate functional communications, on-the-job learning and readiness, end-to-end sales enablement ( sales strategy, tools, and content), and teammate ... of early talent and well as the Truist Momentum platform and associated sales team. **Essential Duties and Responsibilities:** Following is a summary of the… more
- Palo Alto Networks (Charlotte, NC)
- …as a pre- sales System Engineer Manager + Experience as a Senior System Engineer/Specialist + Industry knowledge of security product market trends and directional ... **Your Career** The Solutions Consultant Manager is the evolution of the traditional Sales Engineer Manager role, aligning how we lead teams to best serve our… more
- Comerica (Charlotte, NC)
- …Manages most routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various governing documents, applicable ... of clients, and observes the implementation and review of investment programs. Works under the direct supervision of a...programs. Works under the direct supervision of a Trust Advisor in developing solutions to most issues brought forth… more
- Truist (Charlotte, NC)
- …support to one of the Wholesale Banking LOB leaders (eg, Corporate & Investment Banking, Wealth, etc.). The LOB Strategic Execution and Business Management Lead will ... to develop business strategy and drive performance 2. Serving as a trusted advisor and extension of leadership in providing vision, direction, and expertise to… more
- Truist (Charlotte, NC)
- …the Director of Small Business Segment around strategy, growth, sales leadership efforts, transformation, product partner integration, key initiatives, operating ... in all effectiveness, efficiency, and risk metrics. 3. Serving as a trusted advisor and extension of leadership in providing vision, direction, and expertise t… more
- Wells Fargo (Charlotte, NC)
- **About this role:** The **Corporate & Investment Bank (CIB)** delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full ... complement of sales , trading and research capabilities, to corporate, government and...Lending Banking innovation strategy and roadmap, in collaboration with senior business and functional leaders in Banking and across… more
- Xylem (Charlotte, NC)
- …expectations through innovative and sustainable solutions. **The Role:** The ** Senior Salesforce Solution Architect** serves as the enterprise leader responsible ... establishing the architectural foundation for a unified customer experience across Sales , Customer Service, and Marketing. The ideal candidate brings deep Salesforce… more
- Forrester (Charlotte, NC)
- …applications with AI agents. + A demonstrated ability to serve as an advisor to senior management and C-level clients. + Superior client-facing communication; ... experiences; and 3) fostering a culture of collaboration across our research, sales , product, and customer success teams. The Principal Analyst has a strong… more
- Mobile Communications America (Charlotte, NC)
- MCA, your trusted advisor for wireless communications, data, and security, is seeking an experienced **Corporate Development Analyst (M&A)** to join its growing ... teams, including legal, finance & accounting, tax, human resources, operations, IT, sales , and strategy. + Provide support in negotiations, creation of term sheets… more
