- Truist (Charlotte, NC)
- …provide opportunities to add value. Demonstrates how particular investment solutions match client 's individual needs, using a wide range of investment solutions to ... calls from clients independently while looking for sales opportunities. + Answers client questions within set standards. + Consults with clients to uncover needs… more
- Black & Veatch (Charlotte, NC)
- ** Client Advisory Partner - Water/Wastewater Utilities**..._are_ Black & Veatch. We put them at the center of everything we do and empower them to ... talents and perspectives to use. **The Opportunity** As the ** Client Advisory Partner of Water/Wastewater Utilities,** you...company's long-term achievements - and they share in the financial rewards of the success through stock ownership. By… more
- Black & Veatch (Charlotte, NC)
- ** Client Advisory Partner Electric & Gas (Southwest..._are_ Black & Veatch. We put them at the center of everything we do and empower them to grow, ... talents and perspectives to use. **The Opportunity** As the ** Client Advisory Partner of Electric & Gas...company's long-term achievements - and they share in the financial rewards of the success through stock ownership. By… more
- Grant Thornton (Charlotte, NC)
- …years of experience in providing financial statement audits, accounting advisory services, or corporate accounting/finance center of excellence experience ... As an Accounting Advisory Manager, you will be responsible for teams...relationships with clients and your project teams, and engage client stakeholders to identify, assess, and deliver substantiated advice… more
- Black & Veatch (Charlotte, NC)
- **Principal Consultant, Transactions Advisory Solution** Date: May 22, 2025 Location: US Company: Black & Veatch Family of Companies **Together, we own our company, ... _are_ Black & Veatch. We put them at the center of everything we do and empower them to...to use. **The Opportunity** As the **Principal Consultant, Transactions Advisory Solution** , you will have the opportunity to:… more
- Bank of America (Charlotte, NC)
- Relationship Banker - Callabridge Landing Financial Center Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose ... experts in small business, lending, and investments * Manages financial center traffic, appointments, and outbound calls...Account Management * Client Experience Branding * Client Management * Client Solutions Advisory… more
- Thrivent Financial (Charlotte, NC)
- … Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial ... services firm, one that puts generosity at the center of saving and investing. Here, you'll make an... financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for… more
- Bank of America (Charlotte, NC)
- …plus - 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral ... products, financial markets, policies, procedures, and processes to the client 's investment needs. Job expectations include owning the management, research, and… more
- Truist (Charlotte, NC)
- …CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through ... time to time. 1. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and...deliver a differentiated client experience in all client , prospect and center of influence (COI)… more
- Bank of America (Charlotte, NC)
- …This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual ... follow-up routines. Responsibilities: * Partners with teams to provide financial center clients with both consumer and...Account Management * Client Experience Branding * Client Management * Client Solutions Advisory… more
- Bank of America (Charlotte, NC)
- … care **Required Qualifications:** + Has 1+ year sales, mortgage and contact center experience + Has a strongrelationship-deepeningand client care mentality + ... are guided by a common purpose to help make financial lives better through the power of every connection....to identify opportunities **Skills:** + Attention to Detail + Client Solutions Advisory + Customer and … more
- Bank of America (Charlotte, NC)
- …**Required Qualifications:** + 1+ year of customer facing and/or customer contact center experience + Has a strongrelationship-deepeningand client care mentality ... are guided by a common purpose to help make financial lives better through the power of every connection....vibrant and vital. **Skills:** + Attention to Detail + Client Solutions Advisory + Customer and … more
- Black & Veatch (Charlotte, NC)
- …an employee-owned company, our people _are_ Black & Veatch. We put them at the center of everything we do and empower them to grow, explore new possibilities and use ... and Project Directors to manage and deliver on contractual obligations, client satisfaction, pull through business opportunities, and develop trusted, long-term … more
- Black & Veatch (Charlotte, NC)
- …'s entire investment-to-operations lifecycle commitments. Included are Strategic Advisory , Industrial Cybersecurity, and Operating Assets. **Key Responsibilities** + ... _are_ Black & Veatch. We put them at the center of everything we do and empower them to...days a week** **The Team** **Black & Veatch's Strategic Advisory & Lifecycle Resiliency Services** are an integrated portfolio… more
- Black & Veatch (Charlotte, NC)
- …and KPIs. + Engage in Account management activities to support Infrastructure Advisory (IA) opportunities (Build & maintain client relationships; develop and ... _are_ Black & Veatch. We put them at the center of everything we do and empower them to...wastewater utilities. The ideal candidate will work closely with Client Service Executives for strategic accounts and Client… more
- Wells Fargo (Charlotte, NC)
- …exams + Meet with clients in partnership with a Custom Credit Banker in a client advisory role and in credit negotiations, as required + Provide leadership and ... functions known as centers of excellence to support all client coverage channels. BL&T is a center ...timely analysis and underwriting of highly complex loan structures, financial and collateral circumstances + Responsible for highly complex… more
- Deloitte (Charlotte, NC)
- …and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more
- Black & Veatch (Charlotte, NC)
- …an employee-owned company, our people _are_ Black & Veatch. We put them at the center of everything we do and empower them to grow, explore new possibilities and use ... role has 25% to 50% travel to project and client sites. When not travelling, this role will be...+ Serves as the key resource for executive management advisory on overall project health + Oversees planning, developing,… more