- Principal Financial Group (Charlotte, NC)
- **What You'll Do** We're looking for a Senior Client Advisor to join our Institutional Sales team at Principal Asset Management where you will play a ... to Amanda Wilson, Managing Director - Institutional Sales and Relationship Management, the Senior Client Advisor will: + **Engage Proactively:** Forge… more
- City National Bank (Charlotte, NC)
- **RELATIONSHIP ADVISOR SENIOR - ASSET BASED LENDING -** **_Hybrid work schedule: NYC, NY., Los Angeles, CA., Charlotte, NC._** **WHAT IS THE OPPORTUNITY?** ... Serves as a Subject Matter Expert ("SME") for Asset Based Lending ("ABL") transactions within CNB. Collaborates with...hurdles. + Accompanies LOB RM on prospect and existing client calls to promote CNB's ABL capabilities, provide an… more
- Black & Veatch (Charlotte, NC)
- …function in a lead role, provide subject matter expertise and manage the client engagement while developing and improving Asset Investment Plans and documenting ... **Principal Consultant, Asset Lifecycle Risk Management (ALRM)** Date: Apr 28,...facing team members. Gain access and develop relationship with senior leaders within client organization **Preferred Qualifications**… more
- PNC (Charlotte, NC)
- … management industry, while driving new acquisitions and growth of the existing client base. This role interfaces directly with senior leadership across the ... a best-in-class team to drive the growth of the Asset Management Group (AMG) division, inclusive of Private Bank...story about marketing strategy and impact across audiences; from senior executives to working members of the team, this… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Wealth Client Performance Analytics Consultant for the Ultra-High Net Worth Client Investment ... complex account structures and groups for ultra-high net worth clients. The Senior Wealth Client Performance Analytics Consultant will analyze investment… more
- Deloitte (Charlotte, NC)
- …visualizations to help identify tax planning considerations, potential tax risks related to Client 's fixed asset data, and identify potential cash tax savings. ... the tax code! Work you'll do: As a Tax Senior in the FTS-DART (Depreciation Analysis & Reporting Tool)...and process to drive value and efficiency through our client engagements. + Research and analysis of a wide… more
- Deloitte (Charlotte, NC)
- …visualizations to help identify tax planning considerations, potential tax risks related to Client 's fixed asset data, and identify potential cash tax savings; + ... the tax code! Work you'll do As a Tax Senior Manager in the FTS-DART (Depreciation Analysis & Reporting...provide tax consulting and compliance services to a diverse client base in various industry sectors. You will work… more
- Deloitte (Charlotte, NC)
- …and you really like technology. If you have a passion for client consultation, improving computational software applications and proprietary solutions, we have the ... to keep you buzzing! Work you'll do: As a Senior on our Partnership Solutions Group, Operational Partnership Services...products, and other various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact… more
- Truist (Charlotte, NC)
- …Program obligations of GFOAS, which is an SEC Registered Investment Advisor ("RIA") to a private fund complex.** **GFOAS Compliance Program responsibilities ... to the private fund complex.** + **Compliance advisory support for client /prospect materials (eg, PPMs, factsheets, investor communication) for hedge funds or… more
- Deloitte (Charlotte, NC)
- …understand financial services and products across an array of industries (banking, asset management, hedge funds, insurance) and how complex withholding tax rules ... Business Tax Services (Federal tax) practice! What You'll Do As a Tax Senior Consultant within the Global Information Reporting practice, you will be part of… more
- Olsson (Charlotte, NC)
- …Our solutions improve communities and our people make it possible. Our most meaningful asset is our people, and we are dedicated to providing an environment where ... designs, and projects with purpose. **Job Description** As a Senior Civil Engineer on our Data Center Civil Team,...process design calculations, and develop and maintain team and client standards. You may lead quality assurance/quality control and… more
- JPMorgan Chase (Charlotte, NC)
- …Operations, Sales partners, and Bankers located in the United States and across the globe. Client Service Senior Associates are a trusted member of the client ... Be a trusted advisor to our Commercial Bank clients. Manage multiple...treasury and cash management products and services. As a Client Service Sr. Associate in the Commercial Bank, you… more
- Cherry Bekaert (Charlotte, NC)
- …energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all ... your space and create your future, you belong with us. The Private Client Services (PCS) practice provides exceptional personal compliance and business tax planning… more