- Equitable (Charlotte, NC)
- Investment Product Sales Specialist (Remote Possible) ( 230000Z3 ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... an organization that will help unlock your potential? The key objectives of the Investment Product Sales Specialist are to build relationships with the… more
- Honeywell (Charlotte, NC)
- …and industries. Are you ready to help us make the future? The Senior Product /Offering Management Specialist is responsible for product development and ... Act as the global consumer insights and competitive market specialist while utilizing key takeaways on our product...development of product strategy . Carry forward product management execution . Support sales processes… more
- Nuveen Investments (Charlotte, NC)
- …detailed client specifications and comply with local regulation. This job interacts with product management and sales teams and subject matter experts across the ... The RFP Response Specialist is accountable for the management and delivery...business to ensure product information and proposals are customized appropriately. **Key Responsibilities… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Credit Resolution Specialist for its Credit Resolution Group. The Credit Resolution Group resides within Corporate ... Risk and works directly with the Commercial Banking and Corporate & Investment Banking lines of business to both identify and manage lending relationships in… more
- Truist (Charlotte, NC)
- …functions. 1. Seven years in the role as a Fiduciary Support Specialist , trust experience, investment , banking or financial planning-related client service ... and assistance within appropriate level of authority 8. Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls,… 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, ... regulations and policies. + Research, identify, and select channels and product combinations to improve effectiveness and efficiency in supporting financial advisors… more
- Bank of America (Hickory, NC)
- …that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment , savings and ... Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection,… more
- Truist (Charlotte, NC)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Truist (Charlotte, NC)
- …support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
- US Bank (Charlotte, NC)
- …Accounting, Math or a related field + Previous industry experience, such as Investment Banking, Corporate Banking, Corporate Finance/Treasury, Sales & Trading + ... internship will provide you with the foundation to become a financial market specialist while working in a dynamic and supportive team environment. You will receive… more
- Truist (Charlotte, NC)
- …equivalent combination of education and related work experience 2. 2 years of sales support (analyst, specialist ) or servicing of financial or treasury products ... of America) **Please review the following job description:** Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client… more
- TD Bank (Charlotte, NC)
- …and develops a team of service and advice colleagues on services, product and sales informational conversations and/or advice-giving service strategies and ... the customer first and referring them to the right Specialist to ensure we are meeting their needs and...and Consumer lending experience required + Knowledge of Bank product lines and services as well as an understanding… more