- 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
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust ( Senior Lead Fiduciary Advisory Specialist (LO)) responsible ... (COI), work with internal and external partners (ie care managers). The advisor offers knowledge of state and federal benefit programs, reviews fiduciary tax… more
- Atria Wealth Solutions (King, NC)
- …Services, LP ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor . Products offered through CFS: are not NCUA/NCUSIF or ... (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC...and production goals. + Provide regular feedback to the investment group management regarding sales practices and… 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
- KeyBank (Charlotte, NC)
- …the Americas - New York, New York 10019 **ABOUT THE JOB:** The senior banker will source, pitch and execute transactions in Financial Services industry; specifically ... **Insurance, Asset Management, Wealth or RIA Investment Banking** . Individuals are highly skilled at managing clients, identifying opportunities and running all… more
- CBRE (Raleigh, NC)
- …for data, the business value, and the potential innovations. Be the trusted advisor to senior leadership and peers. + Demonstrated experience in building ... Senior Data Governance Manager Job ID 235977 Posted...in developing strategic solutions for a growing matrix-based multi-industry sales environment. + Ability to use strong conceptual and… 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 Team (Strong Compensation Package)...for the internal wholesalers as it relates to Equitable Investment Management's products and services, competitor knowledge, portfolio assessment,… more
- Guardian Life (Raleigh, NC)
- …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose,...part of a collaborative Compliance Legal Team? As a Senior Compliance Analyst, Park Avenue Securities, and Park Avenue… more
- EDB (Raleigh, NC)
- …with their customer's senior technical leadership team and become their trusted advisor . + Help EDB customers maximize the value of their Postgres investment ... your impact will be ** EDB is hiring a Senior Technical Account Manager (Sr. TAM) for North America....The Sr. TAM is responsible for building and maintaining post- sales relationships with EDB's largest and most complex customers.… more
- Corcentric (NC)
- As a Senior Customer Success Manager (CSM), you will serve as a trusted advisor to our customers, ensuring ongoing success with our platform-based solutions, ... maximizing their return on investment , and facilitating strong customer retention and growth across...a bright future, join us at Corcentric. As a Senior Customer Success Manager, O2C you will: + Serve… 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
- Confluent (Raleigh, NC)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... with others in Customer Solutions as well as cross-functional divisions such as Sales , Product Management and Engineering to help our customers accelerate time to… more
- Highmark Health (Raleigh, NC)
- **Company :** Highmark Health **Job Description :** **JOB SUMMARY** + As a Senior AI Consultant at Highmark, you will play a pivotal role in shaping and executing ... patterns that could lead to a higher return on investment . + Proof of Concept Design:Work across teams to...impacts in support of the business case.Serve as an advisor and partner for change execution. This includes, but… more
- CoStar Realty Information, Inc. (Greensboro, NC)
- Sales Executive - LoopNet - Greensboro, NC Job Description **Company Overview** **CoStar Group (NASDAQ: CSGP)** is a leading global provider of commercial and ... 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
- CoStar Realty Information, Inc. (Charlotte, NC)
- Sales Executive - LoopNet Digital Advertising - Charlotte, NC Job Description CoStar Group (NASDAQ: CSGP) is a leading global provider of commercial and residential ... powerhouse global team to reach our goals. As a Sales Executive with LoopNet you will be part of...frequency, reach and brand efficacy and highlighting return on investment using our proprietary analytic tools and reporting capabilities.… more
- KIK Consumer Products (Charlotte, NC)
- …**Your Role at KIK** We're looking for a strategic and results-driven Director of Sales to lead and scale our Amazon business. In this high-impact role, you'll own ... execution, and manage the partnership with Amazon to maximize sales , profitability, and brand visibility. You'll lead strategy, forecasting, promotions,… 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
- Wells Fargo (Charlotte, NC)
- …Premier Growth Director will engage with Premier Financial Advisors and Managers to drive sales growth across a broad suite of investment and banking products. ... Work directly with Financial Advisors and Area Managers within the Wells Fargo Advisor Premier Channel to facilitate growth across investments and full balance sheet… more
- Lincoln Financial (Greensboro, NC)
- …as a subject matter expert and provide highly specialized legal counsel to Senior Management for Lincoln's SEC-registered investment adviser that is responsible ... including advice regarding fund operations and fund board matters. Familiarity with the Investment Company Act of 1940 (1940 Act), the Investment Advisers Act… more