- 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
- TEKsystems (Charlotte, NC)
- …advantage. Understanding the broad AWS ecosystem makes them stand out from other Solution Executive peers. The Strategic Technical Advisor will be seen as a ... searching for? We're looking for an AWS Technical Strategic Advisor to join our team. A practitioner who accelerates...long-term about the needs of global businesses and their financial implications. They have a deep understanding of the… more
- TD Bank (Charlotte, NC)
- …for this role. **Line of Business:** Data & Analytics **Job Description:** The Senior Advisor , Business Insights acts as a top advisor to business leaders and ... and/or the integration of cross functional processes + Typically deals with senior/ executive management + Focus on longer-range planning for functional area (eg 12… more
- USAA (Charlotte, NC)
- …that really matters. At USAA, we have an important mission: facilitating the financial security of millions of US military members and their families. Not all ... **The Opportunity** We are looking for a Lead Business Advisor for the Bank's Complaints Management and Member experience...within the experience to mitigate key risks associated with financial , reputational or member harm. We offer a flexible… more
- USAA (Charlotte, NC)
- …that really matters. At USAA, we have an important mission: facilitating the financial security of millions of US military members and their families. Not all ... special! **The Opportunity** We are looking for a Business Advisor Senior for the Bank Member Experience & Complaints...within the experience to mitigate key risks associated with financial , reputational or member harm. We offer a flexible… 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)
- …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
- Trane Technologies (Davidson, NC)
- …! **Key Responsibilities** **Enterprise Outcomes:** Establish yourself as a trusted advisor to executive level decision makers at an Enterprise ... boldly go. We are seeking a highly motivated and experienced Energy Services Account Executive to join our dynamic sales team. This role is crucial for driving our… 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
- Deloitte (Charlotte, NC)
- …dynamic environment? Are you looking for an exciting opportunity to be a strategic business advisor to executive leaders? If so, Deloitte could be the place for ... you! Join our team of experienced financial professionals who support financial planning and analysis for Strategic Analytics in a fast-paced business climate.… more
- Forrester (Charlotte, NC)
- …customer-obsessed, go-to-market strategies that will drive client growth. As a trusted advisor the entire organization, you'll be by the side of leaders who ... **Job Description:** + Partner with your clients as a trusted business advisor by absorbing Forrester's globally renowned research on emerging technologies, customer… 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 ... SE leaders and colleagues. You will become a trusted advisor to the SE leadership team and leaders across...executives, senior leaders, and key business partners - Provide financial management of the initiatives and the portfolio -… 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
- Nuveen Investments (Charlotte, NC)
- …Asset Class Expertise, Capital Formation Distribution Strategy, Commercial Mindset, Executive Presence, Financial Modeling, Fund Sourcing Strategy, Investment ... the platform + Coordinate with a cross-functional team to create internal and advisor communications across the wealth alts platform + Work closely with client… 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 ... The Senior Accountant will ensure that timely, accurate, and insightful financial information is provided to the appropriate business stakeholders. To accomplish… 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