- 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
- 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
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust ( Senior Lead Fiduciary Advisory Specialist (LO)) responsible ... (COI), work with internal and external partners (ie care managers). The advisor offers knowledge of state and federal benefit programs, reviews fiduciary tax… 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
- KeyBank (Charlotte, NC)
- …the Americas - New York, New York 10019 **ABOUT THE JOB:** The senior banker will source, pitch and execute transactions in Financial Services industry; specifically ... **Insurance, Asset Management, Wealth or RIA Investment Banking** . Individuals are highly skilled at managing clients, identifying opportunities and running all… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Lead Credit Vendor Program Sales Specialist to support Equpment Finance and Vendor Finance new program ... **In this role, you will:** + Act as an advisor to senior leadership to develop or...and technical needs across Commercial Banking or Corporate & Investment Banking + Lead the sourcing of new clients… more
- Indeed (Charlotte, NC)
- …and mentorship. **Responsibilities** + **Strategic Business Partnering:** Serve as a credible advisor to business leaders in Sales , Product, Marketing, and ... experience for job seekers. (*Comscore, Total Visits, March 2025) **Day to Day** The Senior Manager will serve as a strategic manager and mentor within the FP&A… more
- Equitable (Charlotte, NC)
- …Internal or external sales related experience + Working knowledge of retail investment advice market, investment product and services. + Proven track record ... Sales Desk Manager- Funds Team (Strong Compensation Package)...for the internal wholesalers as it relates to Equitable Investment Management's products and services, competitor knowledge, portfolio assessment,… 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
- Bank of America (Charlotte, NC)
- … Products, Portfolio Construction, the Chief Investment Office, Financial Advisor Activities, Banking Product Sales , Licensed Supervision, Registration & ... Senior Auditor Charlotte, North Carolina;Newark, Delaware; Atlanta, Georgia; East Hartford, Connecticut; Dallas, Texas **To proceed with your application, you must… more
- KIK Consumer Products (Charlotte, NC)
- …**Your Role at KIK** We're looking for a strategic and results-driven Director of Sales to lead and scale our Amazon business. In this high-impact role, you'll own ... execution, and manage the partnership with Amazon to maximize sales , profitability, and brand visibility. You'll lead strategy, forecasting, promotions,… more
- Wells Fargo (Charlotte, NC)
- …Premier Growth Director will engage with Premier Financial Advisors and Managers to drive sales growth across a broad suite of investment and banking products. ... Work directly with Financial Advisors and Area Managers within the Wells Fargo Advisor Premier Channel to facilitate growth across investments and full balance sheet… 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
- 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
- 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
- Xylem (Charlotte, NC)
- …** The **Client Solutions Manager** will be responsible for becoming a trusted advisor and partner to clients by leading digital transformation programs that will ... to include Flexible Time Off (FTO) for salaried positions, health, dental, vision, investment savings plan, and additional miscellaneous benefits. ** ** This is a… 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
