- HUB International (Raleigh, 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
- Comerica (Raleigh, NC)
- Job Description Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra-high net ... clients. Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive...Business, Economics, or Finance + 7 years of experience sales and client management experience in Wealth… more
- First Horizon Bank (Raleigh, NC)
- …for Business Bankers and Commercial Bankers who are exploring a new path within the Private Client space.** **Summary** As a Private Bankers (PB), you are ... + Team and peer group role model for other Private Client Relationship Managers + Continuously act...Variable insurance licenses. + 5 or more years of sales and client management experience in Wealth… more
- First Horizon Bank (Raleigh, NC)
- …then you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and partnerships ... the tools and proven methods that will lead to Advisor and Client success. If you are...Health. Other financial certifications strongly encouraged. * Excellent consultative sales skills, with demonstrated business development track record. *… more
- Lincoln Financial (Raleigh, NC)
- …a sales plan to increase/gain opportunities to introduce Lincoln's private funds management and other resources to targeted advisors within their assigned ... to cross sell and penetrate new and existing financial advisors. + Conducts firm/ advisor meetings to achieve sales targets. (eg due diligence meetings,… more
- First Horizon Bank (Raleigh, 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
- Public Consulting Group (Raleigh, NC)
- …This position will be responsible for the following: + Business Development - Client management and sales acumen to grow existing projects and establish ... and communicating project performance and progress. + Advise senior client executives and as a trusted advisor ...during your set working hours + have a safe, private , and distraction-free environment in which to complete your… more
- Confluent (Raleigh, NC)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... with others in Customer Solutions as well as cross-functional divisions such as Sales , Product Management and Engineering to help our customers accelerate time to… more
- Confluent (Raleigh, NC)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... with others in Customer Solutions as well as cross-functional divisions such as Sales , Product Management and Engineering to help our customers accelerate time to… more
- Deloitte (Raleigh, NC)
- …for a diverse client base in the investment management industry including private equity funds, hedge funds, management companies, and family offices to name a ... few. You will work directly with the client , manage the tax engagement team, have access to...lines of service. + Acting as a trusted business advisor to clients on a variety of issues including… more
- Deloitte (Raleigh, NC)
- …on lead client contact roles on engagements; be involved in sales and marketing activities; attend required training; and facilitate at least one ... conduct day-to-day management of accounts by delivering tax consulting services to the client and bringing in specialists when necessary; perform a high-level of tax… more