- 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
- Truist (Charlotte, NC)
- …holistic financial planning. Demonstrate how particular investment solutions match client 's individual needs, using a wide range of investment solutions to help ... opportunities to add value 5. Demonstrates how particular investment solutions match client 's individual needs, using a wide range of investment solutions to help… 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
- Deloitte (Charlotte, NC)
- In today's digital world, technology sits at the center of every decision, bringing both new risks and opportunities. As an Audit & Assurance Analyst, you could help ... programs + Perform internal audit assurance activities (internal audits over financial , operational, compliance, IT, SOX and QARs), consult with engagement… more
- Bank of America (Charlotte, NC)
- Financial Solutions Advisor Stage II - Consumer Investments -Rea Village Financial Center Charlotte, North Carolina **To proceed with your application, you ... + Recommends banking and investments strategies that align with client financial goals and needs + Triages...Identifies and engages potential new clients through referrals or financial center clientele + Provides coaching and… more
- Bank of America (Charlotte, NC)
- …and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and ... daily activities + Identifies and engages potential new clients through referrals or financial center clientele + Provides coaching and feedback to referral… 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)
- … 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
- Wells Fargo (Charlotte, NC)
- …WIM. + Client Relationship Group: Oversees initiatives and support for financial advisor and team-led client coverage, including Wells Fargo Advisors, Wells ... is one of the United States' leading providers of financial and investment services. WIM provides a full range...Channels + Other lines of business include - WIM Advisory & Client Experience, The Private Bank,WIM… 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
- Truist (Charlotte, NC)
- …assigned management routines 5. Responsible for the successful execution of projects for the Advisory Center line of business 6. Responsible for addressing any ... 2. Responsible for the coaching, development, oversight and performance of assigned Center Trust Advisors and Client Service Specialists. 3. Responsible for… 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
- Cognizant (Charlotte, NC)
- …Consulting Principal for our Platforms Consulting team, supporting a premier global financial services client . You will architect scalable reliability solutions ... with the ability to influence at all organizational levels + Experience in client -facing consulting or advisory roles + Demonstrated ability to translate… 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.** Additionally, this opportunity has the possibility of...+ Serves as the key resource for executive management advisory on overall project health + Oversees planning, developing,… more