- PNC (Charlotte, NC)
- …respected, valued and have an opportunity to contribute to the company's success. As a(n) Issues Management Advisor - Retail Lending within PNC's ... Issues Management - Retail Lending organization, you will be based in Pittsburgh,...will have the following Key Skills & Qualifications: *Project Management Expertise Demonstrated ability to lead cross-functional initiatives by… more
- Truist (Charlotte, NC)
- …of a broad range of personal financial planning/advisory/insurance and investment management /asset allocation concepts and understanding of retail credit and ... Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning… more
- Comerica (Charlotte, NC)
- …strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on ... Job Description Senior Wealth Advisor As a Senior Wealth Advisor ...strong banking acumen and peer relationships, negotiate, have innovative management , are customer focused, and drive for results.Position Responsibilities:… more
- First Horizon Bank (Charlotte, NC)
- …offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, and mortgage ... audit engagement assignments with minimal supervision. The Audit Sr. Advisor is expected to: + understand and identify the...with a deep understanding of banking and financial risk management ; + provide critical assurance and advisory services on… more
- Microsoft Corporation (Charlotte, NC)
- …customer competitors compete. In addition, this role has people management responsibilities including driving employee growth and development, executing projects, ... and managing performance. **Responsibilities** **Account Management ** Leads efforts with key internal and external partners including vertical industry partners with… more
- Equitable (Charlotte, NC)
- …Advisors, 3rd Party Advisors, consultants & Equitable wholesalers selling 1290 Funds retail mutual funds. This team may also initiate direct proactive contact with ... the internal wholesalers as it relates to Equitable Investment Management 's products and services, competitor knowledge, portfolio assessment, presentation skills… more
- Acosta Group (Charlotte, NC)
- …while engaging with cross-functional teams to provide a complete category management solution. + Build **compelling sales presentations** using **syndicated** , ... that provide in-depth **analysis** and **solutions** that address current business issues . + Understand the **client's** **KPIs** that **drive profit** & **sales**… more
- Wells Fargo (Charlotte, NC)
- …engagement, manager effectiveness, leadership coaching, and more. This partner acts as a trusted advisor to management and will play a critical role in ensuring ... our Consumer, Small & Business Banking HR team; providing support to management within our Branch Systems and Transformation organization. The HR Business Partner… more
- Truist (Charlotte, NC)
- …Perform supervisory functions that are routinely associated with those of a retail broker/dealer. **Essential Duties and Responsibilities** Following is a summary of ... and escalate complex matters to Team Lead and/or Divisional Sales Management . + Review of Electronic Correspondence/Social Media Review to ensure compliance… more
- Deloitte (Charlotte, NC)
- …energy, retail , and financial services that frequently involve asset management , venture capital, and international outbound joint ventures. Come join the team! ... of engagement staff, providing leadership, counseling, career guidance, and guidance on issues related to work/life fit. + Implement strategic tax structures and… more
- Deloitte (Charlotte, NC)
- …energy, retail , and financial services that frequently involve asset management , venture capital, and international outbound joint ventures. Come join the team! ... clients, with emphasis on identification and communication of technical tax and service issues . + Determine and solve complexities with the US federal income tax… more
- Lowe's (Charlotte, NC)
- …across the enterprise. In this role, you will serve as a strategic advisor and escalation point for complex cybersecurity challenges, ensuring that Lowe's risk ... threat landscape. The ideal candidate brings broad expertise in risk management , information security, and compliance-paired with the ability to influence… more
- Deloitte (Charlotte, NC)
- …Deloitte. We work on projects involving Workday Financials, Supply Chain Management , Infor Solutions, Microsoft Dynamics, and Sustainability Technology and Strategy. ... new versions and tools, keeping your knowledge sharp. Manager: Gain trusted advisor status with customers and prospects by understanding their business and… more