- Wells Fargo (Charlotte, NC)
- …and interpersonal communication skills. + Experience in portfolio management, investment strategy , broker/dealer operations, wealth management, fiduciary and ... Audit Manager - Executive Director on the Wealth and Investment Management (WIM) Audit Team providing coverage for Banking,... Institute, Wells Fargo Private Bank, WIM Advice and Planning , WIM Control, WIM Marketing, and WIM Operations. Learn… more
- Bank of America (Charlotte, NC)
- …+ Coaching + Issue Management + Policies, Procedures, and Guidelines Management + Strategy Planning and Development + Written Communications + External Resource ... Global Financial Crimes Manager - Global Markets and Global Wealth & Investment Management Risk New York, New York;Charlotte, North Carolina; Jacksonville, Florida… more
- The Hartford (Charlotte, NC)
- …objectives and life cycle of investments and initiatives. + Leading and planning investment portfolio and prioritization while driving corrective actions to ... strategy and direction for IT. Primary responsibilities are: + Shaping Annual Planning and Budgeting vis-a-vis 3-year plans for Investment Demand. +… more
- Spectrum (Charlotte, NC)
- Director, Business Planning Are you interested in technology and bringing innovation to Finance? Are you looking for a Finance career that values your strong ... work ethic and get-things-done drive? If so, then Spectrum's Business Planning team may be a great...creation of high-quality financial models and forecasts to evaluate business performance and potential returns on investment ,… more
- Deloitte (Charlotte, NC)
- …transformation + Operating Model Transformation + Strategic Planning + Scenario Planning + Market Research + Strategy and Visioning + Experience leading ... Power, Utilities & Renewables Next Gen AMI Strategy Lead What we do Operations and Technology...and technology enabled solutions focused on "heart of the business " issues in specific sectors including Health Care &… more
- Avanade Inc. (Charlotte, NC)
- …cross-functional teams and with clients to identify, document, and translate their business strategy and requirements into solutions and services that help ... Leads across Data & AI and Industry to develop offerings, implement offering strategy , support sales and solutioning, identify investment opportunities and grow… more
- Truist (Charlotte, NC)
- …using a wide range of investment solutions to help build an investment strategy for clients. Leverage technology to interact with clients for communication, ... of investment solutions to help build an investment portfolio. Responsible for ensuring that all business...strategy , and display. Responsible for ensuring that all business transactions and practices in the individuals span of… more
- Truist (Charlotte, NC)
- …strong working relationships with ET DCIOs and business units interacting with ET strategy planning . + Assisting in investment planning for ... support driving the development and execution of Enterprise Technology (ET) strategy by facilitating strategic planning , strategic initiatives portfolio… more
- Fifth Third Bank, NA (Charlotte, NC)
- …to clients through the development, delivery and implementation of advanced planning techniques: (estate, tax, insurance, option, investment , retirement). + ... High level of technical expertise in estate, tax, option, retirement, insurance, investment and cash flow/capital needs planning analysis. + Advanced listening,… more
- Deloitte (Charlotte, NC)
- …understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to ... and taxation to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures… more
- Xylem (Charlotte, NC)
- …orientation and influence overall business strategy formulation plus investment decisions. + Supports the product planning and roadmap execution process ... line** at Xylem will have overall responsibility for portfolio financial performance, business and product strategy , profitable growth, product roadmap, pricing,… more
- HUB International (Charlotte, NC)
- …needed. + Conducts Plan Sponsor Fiduciary Training to committee members. + Planning communication strategy for client, directing the preparation of communication ... array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 14,000 employees… more
- Microsoft Corporation (Charlotte, NC)
- …enable customers to drive their business more successfully. Microsoft's Margin Strategy and Investment Optimization (MSIO) team is an exciting and ... challenge the status quo every day. Through our Cloud-first strategy , we strive to deliver solutions that are optimized...Manager - Windows will partner with the engineering and business leaders to deeply understand, influence, and manage the… more
- USAA (Charlotte, NC)
- …entrepreneurial spirit + Executive-level business acumen in the areas of business planning , operations, industry practices and emerging trends + Demonstrated ... new media platforms) + Effectively partners with key stakeholders from marketing and business units to best inform channel strategy across Insurance products +… more
- TIAA (Charlotte, NC)
- …and/or Chartered Financial Analyst designation highly preferred, additional financial planning , retirement planning or investment -related designations ... + Primary author of technical papers on financial and retirement planning topics Related Skills Accountability, Agile Methodology, Business Requirements,… more
- Equitable (Charlotte, NC)
- …The role involves close collaboration with various teams, including the investment team, Alliance Bernstein (AB), capital markets, accounting, and business ... Key activities associated with this role include: + Recommending short-term investment strategies to optimize liquidity management. + Overseeing the liquidity stress… more
- AECOM (Charlotte, NC)
- …technical oversight during development of capture plans that conform to the business development strategy and technical capabilities + Coordinate with Global ... Continuously build a strong professional network through personal contacts, conference planning and strategy development, WEF/IWA committee participation etc.… more
- Sodexo (Charlotte, NC)
- …travel. The **VP, Revenue Transformation** will assist in developing the commercial strategy , lead the enablement team and execute the identified wide ranging ... commercial initiatives for a $10B services business spanning 10 lines of business and...go-to-market model (GTM) is implemented in accordance with the strategy , including ensuring the right channels, roles, sales coverage,… more
- Eaton Corporation (Kings Mountain, NC)
- …strategies will have multi-year results and impact. You will be responsible for translating business strategy into specific long and short term plans and drive ... Eaton's Mobility Group is seeking a Global Manufacturing Strategy Senior Manager. The preferred location for this...and Maintenance Managers) * Drive a multi-year plan for investment (Capex) based on the strategic plan specifically for… more
- Bank of America (Charlotte, NC)
- …include additional complex product supervisory responsibilities in support of cross-training strategy + Identify potentially suspicious patterns and business ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions, specializing… more