- Bank of America (Charlotte, NC)
- Private Client Advisor - Executive Coverage Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make ... financial lives better through the power of every connection....* Advocates for clients and prospects as their trusted advisor providing integrated recommendations including wealth structuring, credit facilities,… more
- TD Bank (Charlotte, NC)
- …for this role. **Line of Business:** Data & Analytics **Job Description:** The Senior Advisor , Business Insights acts as a top advisor to business leaders and ... and/or the integration of cross functional processes + Typically deals with senior/ executive management + Focus on longer-range planning for functional area (eg 12… more
- USAA (Charlotte, NC)
- …that really matters. At USAA, we have an important mission: facilitating the financial security of millions of US military members and their families. Not all ... what makes us so special! **The Opportunity** As a dedicated Fraud Governance Advisor Lead, you will establish, drive and govern fraud management activities to… more
- American Heart Association (Charlotte, NC)
- …Association** has an excellent opportunity for an **Associate Science and Medicine Advisor ** in our **National Center** office located in **Dallas, TX (with location ... implement on role under the direction of the FIMI Executive Director, and in close consultation with the National...the career development of all employees. This program provides financial assistance to employees who wish to further their… more
- Bank of America (Charlotte, NC)
- …clients and individual executives of those companies in the delivery of the financial wellness benefit, Executive Wealth Services. Serving as the singular ... Executive Wealth Strategist Charlotte, North Carolina;New York, New...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Truist (Charlotte, NC)
- …operating effectively. 16. Communicate to BU senior leadership, regulators and Executive Committees key activities, trends, and events pertaining to risk, regulatory ... equivalent education and related training 2. Twelve years of experience in a financial institution with emphasis on risk management or equivalent work experience and… more
- Truist (Charlotte, NC)
- …operating effectively. + Communicate to BU senior leadership, regulators and Executive Committees key activities, trends, and events pertaining to risk, regulatory ... equivalent education and related training + Twelve years of experience in a financial institution with emphasis on risk management or equivalent work experience and… more
- Trane Technologies (Davidson, NC)
- …! **Key Responsibilities** **Enterprise Outcomes:** Establish yourself as a trusted advisor to executive level decision makers at an Enterprise ... boldly go. We are seeking a highly motivated and experienced Energy Services Account Executive to join our dynamic sales team. This role is crucial for driving our… more
- Sodexo (Charlotte, NC)
- …organizations. + Experience setting and executing strategic priorities/agendas. + Built executive level relationships in healthcare. + Strong financial acumen ... **Unit Description** **Sodexo is seeking a Strategic Sales Executive - Healthcare to join our National Sales...and reduce risk. + Cement yourself as a trusted/strategic advisor with customers and drive continued value of our… more
- Envista Holdings Corporation (Charlotte, NC)
- …a major dental manufacturing company in the orthodontic industry. The ideal **Account Executive ** is personable, a self-starter, has a strong work ethic, and is ... world-class products that bring value to the clinical, technical, financial needs of our customers. Ormco's 60 years of...+ Handle and overcome objections. + Develop a trusted advisor and resource-based relationship with customers. + Monitor and… more
- USAA (Charlotte, NC)
- **Why USAA?** At USAA, we have an important mission: facilitating the financial security of millions of US military members and their families. Not all of our ... brand sponsorship and affinity programs and relationships across USAA (ex. Sr Executive of NFL, Academies Athletics, etc.) + Lead in-house creative agency (project… more
- Wells Fargo (Charlotte, NC)
- …overall mobile strategy, including strategic planning activities, business routines and executive presentations. This person will be responsible for development and ... to success in this role is strong communications and executive presentation skills in order to convey compelling insights...**In this role, you will:** + Act as an advisor to senior leadership to develop or influence digital… more
- Wells Fargo (Charlotte, NC)
- …that have organizational wide impact. These initiatives will require high executive engagement, strong organizational and communication skills, and the ability to ... will:** + Act as a top subject matter professional and business execution advisor to lead complex, innovative, high risk, and diverse cybersecurity initiatives from… more
- Wells Fargo (Charlotte, NC)
- …and aggregation of the Enterprise Risk Report (ERR) + Act as an advisor to leadership to develop or influence enterprise risk, governance, reporting programs, plans, ... managers across the enterprise and serve as an expert advisor to leadership + Partner with managers to deliver...+ Partner with managers to deliver risk reporting to executive management, committees, and Board of Directors and assists… more
- Forrester (Charlotte, NC)
- …customer-obsessed, go-to-market strategies that will drive client growth. As a trusted advisor the entire organization, you'll be by the side of leaders who ... **Job Description:** + Partner with your clients as a trusted business advisor by absorbing Forrester's globally renowned research on emerging technologies, customer… more
- Wells Fargo (Charlotte, NC)
- …organization. **In this role, you will:** + Act as a Business Execution advisor to leadership to drive performance and initiatives, and develop and implement ... multiple lines of businesses and serve as an experienced advisor to the leadership + Provide direction to a...+ Strong presence in communicating verbally and written to senior- executive level audiences, with ability to synthesize complex data… more
- US Bank (Charlotte, NC)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... SE leaders and colleagues. You will become a trusted advisor to the SE leadership team and leaders across...executives, senior leaders, and key business partners - Provide financial management of the initiatives and the portfolio -… more
- Cherry Bekaert (Charlotte, NC)
- …Identifying best practices or other recommendations in clients account reconciliation or other financial processes and develop and executive level report of the ... the implementation of new accounting standards, account reconciliations and financial statement closing procedures, financial statement preparation, and… more
- Nuveen Investments (Charlotte, NC)
- …Asset Class Expertise, Capital Formation Distribution Strategy, Commercial Mindset, Executive Presence, Financial Modeling, Fund Sourcing Strategy, Investment ... the platform + Coordinate with a cross-functional team to create internal and advisor communications across the wealth alts platform + Work closely with client… more
- Wells Fargo (Charlotte, NC)
- …Viya 4 environment. **In this role, you will:** + Act as an advisor to leadership to develop or influence objectives, plans, specifications, resources, and long-term ... of professionals and managers across the enterprise and serve as an expert advisor to leadership + Represent client in cross-functional groups to develop companywide… more