- SMBC (Charlotte, NC)
- …office. **Role Objectives** - Strategic Partnership & Advisory Act as a trusted advisor to senior leaders across business and functional areas. Champion the CDAO's ... needs Lead data sourcing workstream for prioritized data related projects - Program Intake Management Oversee the intake and prioritization of data initiatives.… more
- Sedgwick (Charlotte, NC)
- …a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Program Implementation Advisor **PRIMARY PURPOSE** **OF THE ROLE** To ... project manager and process owner for all components of a new client implementation . + Understands new program designs, processes, client expectations and… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust (Senior Lead Fiduciary Advisory Specialist (LO)) responsible for ... Need Trusts. This role will be responsible for the review and implementation of complex estate planning documents, identifying problems and issues to mitigate… more
- Huntington National Bank (Charlotte, NC)
- Description Job Summary: As a Treasury Management Advisor III - Corporate, you will play a pivotal role in driving the growth and success of our treasury management ... initial prospecting and consultative discovery through proposal, negotiation, and implementation . In this role, you will act as a...In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance… more
- Truist (Charlotte, NC)
- …quality, compliant portfolio of client relationships. 8. Participate in the ongoing implementation and development of the Premier Banking program , including ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset… more
- Elevance Health (Charlotte, NC)
- …physical health and behavioral health care management teams and the development, implementation and coordination of a comprehensive clinical program designed ... \#HealthyBlueCareTogetherCFSP **Clinical Care Advisor - IDD** **$3,500 SIGN ON BONUS** _We...role with the field care managers for the CFSP program with the advisors supporting the care managers with… more
- USAA (Charlotte, NC)
- …truly makes us special and impactful. **The Opportunity** We are seeking a Privacy Advisor - Risk and Compliance Advisor II to provide independent oversight and ... operational risk and compliance issues. + Supports and contributes to the implementation of new risk and compliance policies, practices, and solutions to ensure… more
- Cognizant (Charlotte, NC)
- **About the Role:** As a SRE Advisor , Consulting Principal, you will apply modern reliability principles to transform operational practices, build scalable and ... within a leading global financial services company. We seek a SRE Advisor , Consulting Principal for our Platforms Consulting team, supporting a premier global… more
- First Horizon Bank (Charlotte, NC)
- …site at location listed in job posting. **Summary** : The Business Risk and Controls Advisor sits in the first line of defense and is responsible for executing risk ... and regulators relative to risk management. **Job Responsibilities:** * Lead the implementation and execution of risk programs and policies in coordination with the… more
- USAA (Charlotte, NC)
- …be substituted in lieu of a degree + 4+ years of experience in talent program and process development and implementation with a focus on talent development (eg ... + Participates and provides feedback on talent projects from strategy to implementation . + Leverages data and insights to support talent practices and talent… more
- Deloitte (Charlotte, NC)
- Zuora Flexible Consumption Revenue Recognition Implementation Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with ... and IT executives and lead multiple teams in various strategy and implementation activities. Responsibilities will include: + Client Management: Manage day to day… more
- Deloitte (Charlotte, NC)
- …compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We specialize in tax and can effectively address ... methodology and practical experience to help clients with a successful ERP implementation . Deloitte TTC professionals are aligned across our global network of member… more
- TD Bank (Charlotte, NC)
- …the Compliance Program Management team. This role will serve as a critical advisor to the Head of Compliance Program Management (AVP) and be responsible for ... & Subject Matter Expertise:** + Act as a strategic advisor and SME to Compliance Program Management...Compliance focused special projects + Oversees research, development and implementation of new processes, technologies or operating models +… more
- CH Robinson (Charlotte, NC)
- CH Robinson is looking for a Strategic Program Manager to join our team. In this role, you will lead, coordinate, and enhance our global compliance programs, with a ... as applicable to freight forwarding activities. The role supports the implementation of effective compliance controls across all global locations, ensuring that… more
- Anywhere Real Estate (Charlotte, NC)
- …coordination offerings. **About the Role** This new, high-profile Director, New Program Development role will be accountable for developing new primary services ... the SVP, Growth at Anywhere Integrated Services. **Key Responsibilities** + ** Program Development:** Design new integrated services offerings for our real estate… more
- Truist (Charlotte, NC)
- …of Financial Planning Consultants in the coordination, development, delivery and implementation of financial planning training and support to advisors. ESSENTIAL ... in collaboration with client-facing, Digital and Platform teams 3. Enable advisor -led planning to include: development and delivery of training curriculum, serving… more
- Deloitte (Charlotte, NC)
- Our Global Business Services (GBS) team serves as a trusted advisor and thought partner to CFOs, CAOs and other executive clients focused on captive and outsourced ... strategic business transformation programs, architect effective governance structures, lead the implementation of new capabilities on a global scale, and optimize… more
- Vatica Health (Charlotte, NC)
- …and their engagement processes and solution delivery through all phases of on-boarding and implementation . The CEMII serves as a Trusted Advisor to clients by ... and solution delivery best practices. Responsibilities: + Serve as a Trusted Advisor and independently or with limited support lead large or high-complexity client… more
- TD Bank (Charlotte, NC)
- …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... process to develop the divisional annual plan + Acts as lead audit advisor to management and respective teams for area of specialization; reports on emerging… more
- Deloitte (Charlotte, NC)
- Our Global Business Services (GBS) team serves as a trusted advisor and thought partner to CFOs, CAOs and other executive clients focused on captive and outsourced ... GBS Manager, you will lead projects around the strategy, design, and implementation of creative business and technology solutions aimed at driving operational… more
