- TIAA (Charlotte, NC)
- **Virtual Financial Consultant ** The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, ... training on TIAA's products and the role will be non -exempt - meaning you will be paid on an...plans). **Company Overview** TIAA is the leading provider of financial services in the academic, research, medical,… more
- PNC (Raleigh, NC)
- …through digital banking that includes money management tools. As a WorkPlace Banker - Financial Sales Consultant , you will work in an outbound sales capacity, ... may be performed remotely, at manager's discretion. PNC Organizational Financial Wellness is a collaborative business segment that delivers comprehensive… more
- PNC (Raleigh, NC)
- …the origination, financial analysis, negotiation and documentation of credit and non -credit products and services . + Manages risk/return and drives quality ... clients and consumers. As a Relationship Manager I - Financial Wellness Consultant you will develop and...will provide employees of corporate clients with advice and services including HSA plans, personal banking, budgeting tools and… more
- PNC (Greensboro, NC)
- …the origination, financial analysis, negotiation and documentation of credit and non -credit products and services . + Manages risk/return and drives quality ... clients and consumers. As a Relationship Manager I - Financial Wellness Consultant you will develop and...will provide employees of corporate clients with advice and services including HSA plans, personal banking, budgeting tools and… more
- SHI (Raleigh, NC)
- …the terms "customer" and "prospect" are expanded to include both revenue and non -revenue generating ITAM activities. The ITAM Solutions Consultant will be a ... **Job Summary** The ITAM Solutions Consultant (SC) is responsible for developing ITAM-related sales...to support the holistic process. + Collaborate with SHI's Services departments to target Service opportunities with… more
- Truist (Raleigh, NC)
- …JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the ... clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning… more
- TIAA (Charlotte, NC)
- …**Preferred Qualifications** : + Bachelor's Degree + 5+ years of experience in financial services + Prior advisor/ consultant experience + Knowledge of ... develop recommendations that help them work towards well defined financial objectives. The Advisory Consultant partners with...7IC **Required Qualifications:** + 3+ years of experience in financial services + FINRA Series 7 and… more
- Truist (Charlotte, NC)
- …data analysis, project management or process improvement related role and/or in Financial Services 3. Strong organizational, written, and verbal communication ... in the consulting industry or in project management 4. Experience in Financial Services or Banking Operations **General Description of Available Benefits… more
- Blue Acorn iCi (Raleigh, NC)
- …elevate global brands across industries such as media, consumer goods & retail, financial services , manufacturing, technology and more. Join our innovative and ... scalability to deliver unprecedented levels of performance and customer experience. With services that include strategy, analytics, design, and engineering, we… more
- Principal Financial Group (Charlotte, NC)
- …At Principal Financial Group, we are committed to delivering flawless service and providing world-class solutions to our clients. As a Client Relationship ... to make a significant impact as a **Client Relationship Consultant ** in Group Benefits? If you are a highly...Providing expert renewal analysis & delivery + Delivering outstanding service and selling new lines of business In this… more
- JPMorgan Chase (Charlotte, NC)
- …training + Experience owning / operating a small business Chase is a leading financial services firm, helping nearly half of America's households and small ... cultivate long-term relationships with new and existing Community Development Financial Institutions, Non -Profits, and other community organizations, leveraging… more
- Lincoln Financial Group (Raleigh, NC)
- …#:** 73107 **The Role at a Glance** We are excited to bring on a Consultant , Group Products to our Group Product Solutions team supporting the Short Term Disability, ... Medical Leave and Absence products. _Background Details_ As a Consultant , Group Products on the Group Product Solutions Team,...initiatives & projects for group products and related value-add services . You will act as a resource to support… more
- SHI (Raleigh, NC)
- …a customer-facing role with significant interaction with both technical and non -technical resources. Typical responsibilities for the solutions consultant ... **Job Summary** The Cloud Optimization/FinOps Solutions Consultant is responsible for the development and delivery of public cloud and hybrid FinOps consulting … more
- US Bank (Charlotte, NC)
- …managerial experience Preferred Skills/Experience + Ideal candidate has worked in a financial services /banking or retail industries and possesses business acumen ... **Job Description** US Bank is looking for a Talent Consultant (Senior HRBP) to join the Consumer and Business...with a high volume of applicants, such as customer service , contact center, and Financial Crimes investigations,… more
- Alight (NC)
- …may be aware, Alight has announced intent to divest its Payroll & Professional Services business to HIG Capital. After the transaction closes, this position will be ... aligned to the new Payroll & Professional Services owned by HIG Capital ('Divested Group'). By applying...opportunity does not offer sponsorship As a **Workday Managing Consultant (Payroll)** , a typical day to include the… more
- Lincoln Financial Group (Raleigh, NC)
- …**The Role at a Glance** We are excited to bring on a **Correspondence Consultant ** to join our Workplace Solutions Team. _Background Details_ As a Correspondence ... Consultant , you will be responsible for consulting, configuring and...25% **What's it like to work here?** At Lincoln Financial Group, we love what we do. We make… more
- Bank of America (Charlotte, NC)
- …* Familiarity with non -credit revenue bank products (ie debt capital market services "DCM" or global transaction services "GTS") **Shift:** 1st shift (United ... Product Consultant Charlotte, North Carolina;New York, New York; Seattle,...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Wells Fargo (Huntersville, NC)
- …builders, financial professionals, bank stores, past customers, and other non -traditional sources + Interact with customers to understand their needs and provide ... **Job Profile:** Mortgage Retail Sales Consultant (SAFE) (Job Code 101490) **About this role:**...them with high quality customer service ; inform prospective and existing customers of Wells Fargo… more
- Truist (Charlotte, NC)
- …Economics, or similar business/analytical discipline 2. 7+ years of work experience within Financial Services ; experience in one or a combination of the ... not in the Technology Organization.This role is for a strategically-minded consultant within the Enterprise Transformation organization - specifically will lead… more
- System One (Raleigh, NC)
- Marketing Product Consultant & Translation Specialist **Employment Type:** Full Time **Date Posted:** 5/30/2024 **Location:** Remote **Pay Range:** Negotiable **Job ... The Servicing Communications division is looking for a Marketing Product Consultant & Translation Specialist. **Duties & Responsibilities** + Manage reviews of… more