- Truist (Charlotte, NC)
- …the firm's institutional, intermediary and banking platform clients and provide the client strategy teams with business development support. **Essential Duties ... below. Specific activities may change from time to time. + Assist the client strategy team with client and prospect inquiries and requests + Coordinate… more
- KPMG (Charlotte, NC)
- …market execution plans with measurable goals for the Capital Markets/Asset Management and Private Equity practices + Refine client -facing sales collateral to ... **Business Title:** Associate Director, Sales Execution ( Capital Markets & Asset Management ) **Requisition...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate… more
- PNC (Charlotte, NC)
- …+ Constructs and guides originating and structuring activities for a specific capital markets product, strategy or industry. Performs and utilizes complex ... financial analyses, due diligence and research related to capital markets transactions to manage and develop client...solutions to our more complex clients. + Works with management and senior members of the team to identify… more
- SMBC (Charlotte, NC)
- …on Azure Cloud. **Role Objectives** + This role will be part of the data strategy team spanning across the SMBC Capital Markets and Nikko securities teams, SMBC ... Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of...corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive… more
- Truist (Charlotte, NC)
- … client segments and risk controls tied to an assigned ecosystem (Credit, Capital Markets or Client Engagement). + Partners with executive leaders, functional ... leader responsible for the evaluation, prioritization, sequencing, delivery, impact and financial management of a broad array of strategic initiatives tied to a… more
- Deloitte (Charlotte, NC)
- …in the banking and financial services industries. You will work directly with the client , manage the tax engagement team, have access to an elite group of ... career. Responsibilities will include: + Developing and maintaining strong client relationships on various federal tax consulting/compliance engagements. + Advising… more
- Truist (Charlotte, NC)
- …3. Advanced Microsoft Excel skills 4. Knowledge of Corporate Treasury functions (eg, Capital Management , liquidity risk management ) is preferred. **General ... time to time. 1. Prepare for and lead effective client interviews and document interview results via narratives, flowcharts...and efficiency of controls. 3. Design and execute testing strategy by incorporating the use of data analytics. 4.… more
- Deloitte (Charlotte, NC)
- …group, you will provide federal tax consulting and compliance services to a client in the securities and financial services industries. You will work directly with ... the client , manage the tax engagement team, have access to...clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the… more
- Wells Fargo (Charlotte, NC)
- …the go to market strategy around comprehensive payments and working capital (liquidity management , supply chain, card, etc.) capabilities across all Wells ... desired standard and is aligned to the segment specific client management model. **Required Qualifications:** + 8+...of a sales organization. + Demonstrated knowledge of working capital management solutions, capital markets… more
- Wells Fargo (Charlotte, NC)
- …the go to market strategy around comprehensive payments and working capital (liquidity management , supply chain, card, etc.) capabilities across all Wells ... desired standard and is aligned to the segment specific client management model. **Required Qualifications:** + 8+...of a sales organization. + Demonstrated knowledge of working capital management solutions, capital markets… more
- Equitable (Charlotte, NC)
- …funding agreement program and collaborates with other areas of the Treasury function, including Capital Markets and Capital Management , to align liquidity ... value of an organization's financial assets and revenue while minimizing risk. **Banking Strategy Management (BSM):** Knowledge of banking strategy … more
- Truist (Charlotte, NC)
- …to manage the end-to-end product management lifecycle and to keep our strategy and client solutions aligned across the organization. The scope of ... development, risk analysis and mitigation, product performance monitoring and management , vendor relationship ownership, pricing strategy and marketing plan… more
- Truist (Charlotte, NC)
- …coordinating execution of transactions and working closely with partners in relationship management and capital markets 5. Some responsibility for representation ... business growth. 2. Plays a key role in developing strategy and objectives for designated business area. 3. Responsible...in leading the execution of an extensive variety of client transactions covering the full advisory and capital… more
- Deloitte (Charlotte, NC)
- …you to develop personally and professionally, consider a career in Deloitte's Human Capital practice. Recruiting for this role ends on May 31st, 2024. Work You'll ... the Recruiting, Onboarding, and Learning Modules on our Human Capital team, you will: + Assist with tasks such...you will: + Assist with tasks such as: system strategy , gathering and documenting business requirements, leading fit-gap analysis,… more
- Wells Fargo (Charlotte, NC)
- …the go to market strategy around comprehensive payments and working capital (liquidity management , supply chain, card, etc.) capabilities across all Wells ... desired standard and is aligned to the segment specific client management model. **Required Qualifications:** + 8+...needs of the customers + Demonstrated knowledge of working capital management solutions, capital markets… more
- Deloitte (Charlotte, NC)
- The Human Capital Offering Portfolio focuses on helping organizations manage and sustain their performance through their most important asset: their people. To stay ... in front, organizations need to have real-time access to Human Capital insights, experts and innovative technology solutions that are designed to not only drive but… more
- WTW (Charlotte, NC)
- …America, Head of Clients, US and client teams, and WTW-wide sales and client management teams (including Retirement) to ensure we're bringing the best of WTW ... execute our US go-to-market approach across delivery models, connecting client demand with our intellectual capital and...Client Focus:** + Execute an integrated go-to market strategy which spans our services and solutions, working with… more
- Bank of America (Charlotte, NC)
- …of governance documentation. Job expectations include ensuring that product management efforts are integrated with sales, marketing, operations, implementation, and ... Pricing Associate will report directly to the Head of Commercial Credit Pricing Strategy . This individual will be responsible for partnering with deal teams to… more
- US Bank (Charlotte, NC)
- …Product Manager for the Corporate Digital team will drive and support capital expenditure products/initiatives aimed at improving the client experience at ... experience to deliver on our human + digital product strategy and staying one step ahead of evolving economic,...and collaborate efficiently on a high-functioning team - Strong client and project management abilities coupled with… more
- Wells Fargo (Charlotte, NC)
- …role:** **Corporate & Investment Banking (CIB) delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to ... commercial real estate, government, and institutional clients across the globe.** **The Strategy and Innovation team is part of both the CIB COO organization… more