- Principal Financial Group (Charlotte, NC)
- …US funds platforms-covering mutual funds, ETFs, interval funds, and collective investment trusts (CITs). This hands-on role is responsible for developing and ... Risk Partnership & Consulting** + Act as a trusted advisor and risk consultant to business leaders across fund...events. + Represent the funds operational risk function in senior forums, working groups, and Board meetings. + Help… more
- Sands Investment Group (Charlotte, NC)
- …fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and ... Successful candidates will: At least three years of experience in Investment Sales with a proven track record Be forward-thinking and entrepreneurial-minded… more
- Comerica (Charlotte, NC)
- Job Description Senior Wealth Advisor As a ...degree from an accredited university + 10 years of sales experience in personal trust, investment or ... innovative management, are customer focused, and drive for results.Position Responsibilities: Sales Management Achieve annual new business fee goals by formulating… more
- Bank of America (Charlotte, NC)
- …and development. Build and manage relationships across the franchise. Coach and counsel Advisor Trainees on strategic business drivers. + Sales Force Expansion: ... sales management in executing sale force growth plans and support effective Advisor recruiting strategies. + Sales Supervision: Administer superior sales … more
- Truist (Charlotte, NC)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Equitable (Charlotte, NC)
- Equitable Advisors, Senior Product Manager - Retirement Plans ( 250000FY ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... professionals that focus on Equitable Advisors platform of third-party investment products, advisory solutions, insurance products and retirement plan business.… more
- Equitable (Charlotte, NC)
- …Internal or external sales related experience + Working knowledge of retail investment advice market, investment product and services. + Proven track record ... Internal Wholesaler Sales Desk Manager ( 250000EY ) **Primary Location**...for the internal wholesalers as it relates to Equitable Investment Management's products and services, competitor knowledge, portfolio assessment,… more
- CoStar Realty Information, Inc. (Charlotte, NC)
- Sales Executive - LoopNet Digital Advertising - Charlotte, NC Job Description Company Overview **CoStar Group (NASDAQ: CSGP)** is a leading global provider of ... Learn more about LoopNet (https://www.loopnet.com/solutions/about-us?site\_tag=USA) . Position Overview As a ** Sales Executive** with LoopNet you will be part of a… more
- Wells Fargo (Charlotte, NC)
- …recognized equivalents) + Extensive experience in wealth management and investment sales environments, with a deep understanding of advisor business models, ... Influence to drive sales results + Drive sales and Advisor participation across a wide...Fargo Wealth Investment Management products to include investment sales , full balance sheet solutions and… more
- Principal Financial Group (Charlotte, NC)
- **What You'll Do** We're looking for an experienced, Senior Software Engineer to join our Workplace Personal Investing team. As we embark on building an innovative ... of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain… more
- Truist (Charlotte, NC)
- …limited to, teammate functional communications, on-the-job learning and readiness, end-to-end sales enablement ( sales strategy, tools, and content), and teammate ... of early talent and well as the Truist Momentum platform and associated sales team. **Essential Duties and Responsibilities:** Following is a summary of the… more
- Palo Alto Networks (Charlotte, NC)
- …as a pre- sales System Engineer Manager + Experience as a Senior System Engineer/Specialist + Industry knowledge of security product market trends and directional ... **Your Career** The Solutions Consultant Manager is the evolution of the traditional Sales Engineer Manager role, aligning how we lead teams to best serve our… more
- Truist (Charlotte, NC)
- …support to one of the Wholesale Banking LOB leaders (eg, Corporate & Investment Banking, Wealth, etc.). The LOB Strategic Execution and Business Management Lead will ... to develop business strategy and drive performance 2. Serving as a trusted advisor and extension of leadership in providing vision, direction, and expertise to… more
- Ricoh Americas Corporation (Charlotte, NC)
- …The Principal Consultant, Inkjet - Commercial Print Market is a high-impact, sales -focused role responsible for driving revenue growth through strategic sales ... and professional services. This individual will be a trusted advisor and subject matter expert (SME) to clients in...The position demands deep knowledge of commercial print environments, sales acumen, and the ability to articulate and deliver… more
- Wells Fargo (Charlotte, NC)
- **About this role:** The **Corporate & Investment Bank (CIB)** delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full ... complement of sales , trading and research capabilities, to corporate, government and...Lending Banking innovation strategy and roadmap, in collaboration with senior business and functional leaders in Banking and across… more
- Truist (Charlotte, NC)
- …the Director of Small Business Segment around strategy, growth, sales leadership efforts, transformation, product partner integration, key initiatives, operating ... in all effectiveness, efficiency, and risk metrics. 3. Serving as a trusted advisor and extension of leadership in providing vision, direction, and expertise t… more
- Xylem (Charlotte, NC)
- …expectations through innovative and sustainable solutions. **The Role:** The ** Senior Salesforce Solution Architect** serves as the enterprise leader responsible ... establishing the architectural foundation for a unified customer experience across Sales , Customer Service, and Marketing. The ideal candidate brings deep Salesforce… more
- Forrester (Charlotte, NC)
- …applications with AI agents. + A demonstrated ability to serve as an advisor to senior management and C-level clients. + Superior client-facing communication; ... experiences; and 3) fostering a culture of collaboration across our research, sales , product, and customer success teams. The Principal Analyst has a strong… more
- Mobile Communications America (Charlotte, NC)
- MCA, your trusted advisor for wireless communications, data, and security, is seeking an experienced **Corporate Development Analyst (M&A)** to join its growing ... teams, including legal, finance & accounting, tax, human resources, operations, IT, sales , and strategy. + Provide support in negotiations, creation of term sheets… more
