- Bank of America (Charlotte, NC)
- Private Client Advisor - Executive Coverage Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make ... financial lives better through the power of every connection....* Advocates for clients and prospects as their trusted advisor providing integrated recommendations including wealth structuring, credit facilities,… more
- Equitable (Charlotte, NC)
- Diversity, Equity and Inclusion- Business Analyst - Advisor Productivity Specialist ( 2400008H ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : ... looking to add a full-time team member to the Advisor Squad that is focused on developing and managing...patterns and conceptualizing processes + Reporting and analysis including executive reporting of key metrics and OKRs as well… more
- Truist (Charlotte, NC)
- …review the following job description:** Serve as a specialized business risk advisor for Wealth Brokerage and primary escalation point for risk, compliance and ... to and implemented. Escalate unacceptable risks. Partner with GCO Wealth Risk Advisor team to aggregate, integrate, correlate and report risks for Wealth Brokerage.… more
- American Heart Association (Charlotte, NC)
- …Association** has an excellent opportunity for an **Associate Science and Medicine Advisor ** in our **National Center** office located in **Dallas, TX (with location ... implement on role under the direction of the FIMI Executive Director, and in close consultation with the National...the career development of all employees. This program provides financial assistance to employees who wish to further their… more
- Truist (Charlotte, NC)
- …to manage the regulatory exam and audit management program across two executive leaders and their teams. This will involve developing strong partnerships across ... operating effectively. 16. Communicate to BU senior leadership, regulators and Executive Committees key activities, trends, and events pertaining to risk, regulatory… more
- Truist (Charlotte, NC)
- …operating effectively. 16. Communicate to BU senior leadership, regulators and Executive Committees key activities, trends, and events pertaining to risk, regulatory ... equivalent education and related training 2. Twelve years of experience in a financial institution with emphasis on risk management or equivalent work experience and… more
- Truist (Charlotte, NC)
- …operating effectively. + Communicate to BU senior leadership, regulators and Executive Committees key activities, trends, and events pertaining to risk, regulatory ... equivalent education and related training + Twelve years of experience in a financial institution with emphasis on risk management or equivalent work experience and… more
- The Cigna Group (Charlotte, NC)
- Job Description **JOB DESCRIPTION** The Clinical Account Executive (CAE) position is an exciting opportunity for a pharmacist who is looking to leverage their ... to meet the Health Plan client's strategic goals and drive improved clinical and financial outcomes for their membership. In this role the CAE will use their deep… more
- Keurig Dr Pepper (Charlotte, NC)
- Job Overview National Account Executive - Circle K Team The National Account Executive (NAE) will be responsible for sales of Keurig Dr Pepper's (KDP's) full ... class selling to the divisions. Core Competencies + Becoming a Business Advisor - Adds customer equity by creating valued business partnerships with customers;… more
- Wells Fargo (Charlotte, NC)
- …on advancing our diversity, equity, and inclusion (DE&I) story through executive , internal, and external communications. Additionally, this position will devise ... Senior Manager** . **In this role, you will:** + Serve as a trusted advisor to the head of Diverse Segments, Representation and Inclusion (DSRI) + Ensure integrated… more
- Wells Fargo (Charlotte, NC)
- …at www.wellsfargojobs.com . **In this role, you will:** + Act as an advisor to leadership around optimizing business performance through optimal leverage of vendors ... of highly complex and unique challenges + Partner with executive management across Wells Fargo to define the business...vendor engagements are set up for success + Analyze financial data to generate insights and recommend strategies to… more
- Lowe's (Mooresville, NC)
- …with the Merchandising Vice President and key business stakeholders and will be an advisor to the, MVP, Merchant Teams, Vendors and Support Teams and other relevant ... the merchandising enterprise * This role will also provide the business's executive leadership and stakeholders with key insights and feedback on various analyses… more
- CBRE (Charlotte, NC)
- …Service line GWS Segment Role type Full-time Areas of Interest Data Centers, Executive Management Location(s) Charlotte - North Carolina - United States of America, ... Business Development * Evaluates industry and business trends and analyzes financial performance indicators for potential impact on operations and responds with… more
- University of North Carolina at Charlotte (Charlotte, NC)
- …This position is responsible for the management of all University and related entities' financial services and serves as principal advisor to the Vice Chancellor ... public service objectives. + Identify improvements to UNC Charlotte's financial systems. Works with the Executive Director...UNC Charlotte's financial systems. Works with the Executive Director of IT for Business Affairs Support and… more
- Wells Fargo (Charlotte, NC)
- …Reporting and Data Privacy, and Document Capture. **Senior Content Strategist - Financial Crimes & Regulator Operations** The content strategist will be responsible ... and external partners + Act as a Business Execution advisor to leadership to drive performance and initiatives, and...effectively, in both written and verbal formats, with senior executive -level leaders + Ability to turn preliminary or ambiguous… more
- Deloitte (Charlotte, NC)
- …with Deloitte's Financial Planning and Analysis (FP&A) team, our Engagement Financial Advisor (EFA) organization, Global Finance Services (GFS), and other ... and Communications, Human Resources/Talent, Information Technology, Facilities Management, and Financial Support Services. Position Summary The Senior Accountant will… more
- Lincoln Financial Group (Charlotte, NC)
- …for each enhancement + Collaborates and serves as a trusted marketing advisor to critical cross-functional business partners, most notably in Product and ... + Finds common ground and can gain collaboration among senior/ executive management, colleagues and peers; can influence outcomes without...\#LI-Remote **What's it like to work here?** At Lincoln Financial Group, we love what we do. We make… more
- The Cigna Group (Charlotte, NC)
- …setting and/or client discussion + Effectively collaborates with National Account Executive (NAE) on broad account retention, growth, and satisfaction strategies ... and service partners where appropriate + Collaborates with National Account Executive on renewal activities, to include RFP involvement, geo access… more
- JPMorgan Chase (Charlotte, NC)
- …for each client assigned to your portfolio. Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high ... Be a trusted advisor to our Commercial Bank clients. Manage multiple...sponsorship. JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to… more
- US Bank (Charlotte, NC)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... Region. In this role, you'll provide human capital strategy to the regional executive . The person in this role is chartered to understand the business strategies… more