- Truist (Charlotte, NC)
- …understanding of those clients, their needs, and their preferences. The Marketing Consultant for Consumer Card Acquisition will be responsible for leading the ... fuel new account growth for the Trust Card portfolio -- leveraging client signals, advanced analytical insights, and opportunity events whenever possible. Success… more
- Deloitte (Charlotte, NC)
- …advisor relationship . + Delivery: Manage and deliver components of client engagements that identify, design, and implement creative business solutions for large ... Flexible Consumption Revenue Recognition Implementation Senior Consultant Customer & Marketing is creating a new model for a new age-we're an agency and a… more
- Wells Fargo (Charlotte, NC)
- Wells Fargo is seeking a Senior Lead Business Execution Consultant to join the Client Relationship Group (CRG) responsible large-scale projects related to ... the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3 , which states that Associated Persons should not be subject to statutory… more
- Truist (Charlotte, NC)
- …to collaborate on opportunities and engage in strategic client planning 3 . Participates in the development of detailed relationship plans for ... programs and related services. Sales process involves working cooperatively through the client 's Treasury and Relationship teams. Sales efforts are a combination… more
- Truist (Charlotte, NC)
- …bankers and product partners to collaborate on opportunities and engage in strategic client planning. 3 . Independently manages a portfolio of clients with TS ... well as working capital concepts 4. Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify… more
- Truist (Charlotte, NC)
- …Advisory, and/or Retail Lending experience) OR, 3 years' experience in a financial client relationship manager role. 3 . Advanced knowledge of a broad ... as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- The Cigna Group (Charlotte, NC)
- …+ Flexibility, keen to improve organizational effectiveness + Excellent presentation and client relationship skills needed in order to facilitate upsell of ... to provide a comprehensive management plan. They are the client 's healthcare consultant and expert and are...of 3 years licensure experience preferred + 2- 3 years of Client facing experience preferred… more