- HUB International (Charlotte, NC)
- …all forms ofpersonal property & casualty insurance business - with an emphasis in the Private Client /High Net Worth space + Maximizing growth and client ... and cross selling available products and services + Generating and pursuing new client opportunities + Develop and deliver formal proposals of insurance program +… more
- US Bank (Charlotte, NC)
- …has specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, ... excel at-all from Day One. **Job Description** US Bank Private Wealth Management (PWM) helps clients identify and achieve...PWA is responsible for growth through internal and external sales and development of new client relationships… more
- Huntington National Bank (Charlotte, NC)
- Description Summary: The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for ... developing, delivering, and managing a high-net-worth client 's Wealth Plan. Duties and Responsibilities: + Builds relationships with existing and new clients and… more
- Fifth Third Bank, NA (Charlotte, NC)
- …Function The Senior Credit Advisor is a key member of Fifth Third's Private Bank team of wealth management experts serving our most affluent clients with advice- ... credit solutions that simplify financial complexity to achieve the client 's goals. The Senior Credit Advisor provides...Collaborates with WMA and other specialists to ensure the Private Banking client experience is delivered. +… more
- Bank of America (Charlotte, NC)
- Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we are ... Join us! **Job Description:** Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our U/HNW… more
- Huntington National Bank (Charlotte, NC)
- …long-lasting relationships with both existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with branch staff to uncover ... client needs and offer most appropriate financial solutions for...appropriate solutions as needed. + Provide ongoing training and sales support to assigned branches to deliver a great… more
- First Horizon Bank (Charlotte, NC)
- …and make referrals to bank partners, including but not limited to mortgage, wealth, private client , and business banking. * Proactive Client Outreach: ... Sales Leadership: Support a high-performing culture by coaching associates on sales , referrals, products and services as needed. ** Client experience** *… more
- KeyBank (Charlotte, NC)
- …transaction experience with public and private companies as well as private equity-owned businesses. They have proven client relationship skills and are ... execution and closing of M&A transactions. + Establish Trusted Advisor relationship with important corporate and private ...in the appropriate team and resources to drive new client growth + Provide technical and developmental support to… more
- Regions Bank (Charlotte, NC)
- …(TMRM Associate) supports Treasury Management sales teams by assisting with sales and retention strategies for key client relationships. This role provides ... dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information...the Treasury Management Sales or Commercial Card Sales teams, helping with client and prospect… more
- Wells Fargo (Charlotte, NC)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Serve as an expert advisor to middle market private equity firms ("PE firms" or ... require an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients' businesses,… more
- Grant Thornton (Charlotte, NC)
- …with cross-functional teams including Events & Sponsorships, Field Marketing, and Sales Enablement to ensure integrated, consistent client experiences + ... office locations can be found below. As an Industry Marketer in our Connected Sales & Marketing function, you will get the opportunity to drive marketing impact… more
- Johnson, Mirmiran, and Thompson Inc. (Charlotte, NC)
- …architecture, information technology, and related services to public agencies and private clients throughout the United States. JMT, is currently ranked #50 ... position will be responsible for leading energy project development, being a client liaison, managing larger, multi-disciplinary projects, and staying ahead of the… more