- Truist (Charlotte, NC)
- …(or Client Team ) Delivery commitments for their respective segment(s). The Fiduciary Team Leader is accountable for the performance of Trust Administration ... in their respective segment. At the direction of the Fiduciary Director, the Fiduciary Team ...Proficiency with various computer and systems applications used to lead the business 5. Experience with addressing and resolving… more
- Lincoln Financial (Charlotte, NC)
- …are seeking a strategic and detailed-oriented professional to join our Total Rewards team to lead critical components of our executive benefits and international ... as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used...providing insights and recommendations. * Working with the finance team , coordinate with the hedging programs for the deferred… more
- Deloitte (Charlotte, NC)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... returns, as well prepare and lead client meetings on compliance and consulting projects related...be involved in marketplace eminence building and pursuits. The Team At Deloitte Tax LLP, our Private Wealth … more
- Truist (Charlotte, NC)
- …of the national Sports & Entertainment teams by increasing the whole team 's revenues, expanding solutions and products to existing Specialty clients, marketing new ... new clients and ensuring holistic risk management for the team . The SEG corporate team is responsible...development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that… more
- Truist (Charlotte, NC)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... cost-to-serve requirements of the corporation. * Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects *… more