- 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)
- …with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of ... tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to.... The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the… more
- Deloitte (Charlotte, NC)
- …with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to...pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the… more
- Cherry Bekaert (Charlotte, NC)
- …Develop engagement budgets, coordinate required resources, bill engagements, and manage performance against stated objectives to ensure that client ... energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all… more
- Cherry Bekaert (Charlotte, NC)
- …Our firm is thriving and we seek a highly motivated **Commercial Audit Senior Manager** for our Charlotte, NC, practice. This highly visible position offers ... experience with commercial audit clients and business combinations is required. Exceptional client relations skills are a must. Business development skills are a… more
- Bank of America (Charlotte, NC)
- …teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product ... Business Banking Relationship Manager/ Senior Relationship Manager - Charlotte, NC Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by… more
- KPMG (Charlotte, NC)
- **Business Title:** Workday Financials/Supply Chain, Senior Specialist **Requisition Number:** 112043 - 51 **Function:** Advisory **Area of Interest:** **State:** NC ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Cherry Bekaert (Charlotte, NC)
- …practice, we are currently seeking a ** Senior Manager** to drive growth in our ... for their current needs with a forward-looking lens of the future. **As a Senior Manager, you will:** Be responsible for leading a team of professionals to deliver… more
- Deloitte (Charlotte, NC)
- …sets. + Communicating complex ideas effectively, both verbally and in writing, with senior client stakeholders, project sponsors and client teams through ... & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources....on September 1, 2024. Work You'll Do As a Senior Consultant, you will help lead and deliver small… more
- Cherry Bekaert (Charlotte, NC)
- …services to our clients for over 75 years. We are seeking a **Tax Senior Manager** to support our **Charlotte, NC** market. The successful candidate will manage the ... client 's tax compliance needs, anticipate tax and business issues,...and developing less experienced professional staff. **As a Tax Senior Manager, you will:** + Solve problems for middle-market… more
- KPMG (Charlotte, NC)
- **Business Title:** Senior Director, Business Development, Consumer & Retail **Requisition Number:** 112169 - 51 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Lead Strategy & Planning Consultant for the Home Lending Strategy (Customer Segments, Bank and WIM partnership) ... The team also partners with Consumer, Small, and Business Banking (CSBB) and Wealth & Investment Management (WIM) to enhance collaboration between front line teams… more
- Cherry Bekaert (Charlotte, NC)
- …and sophisticated advisory, assurance and tax services to our clients. As a **Tax Senior ** **,** you will serve a variety of clients in many industries and help ... an energetic and talented firm culture. **As a Tax Senior , you will:** + Review and prepare federal and...fit for our firm displays a passion for superior client service, uncompromising integrity, excellent project management abilities, and… more
- Cherry Bekaert (Charlotte, NC)
- **Description** The Senior Resource Coordinator will effectively fill resource engagement requests overseeing the utilization of resources, ensuring alignment of ... drive consistency. Ensure compliance with priorities around financials and capacity, client needs, staff development and abilities, availability and ensuring staff… more
- Deloitte (Charlotte, NC)
- …environment? As an experienced Intermediate 1 Or Consultant 1 - Epic Support Senior Analyst you will have the ability to share new ideas and collaborate ... is a talent model that is tailored specifically for long-term, onsite client service delivery. Work you'll do/Responsibilities + Working on some unique projects… more
- Truist (Charlotte, NC)
- …imperative for Truist revolves around enabling our Marketing efforts with robust client and consumer data, connecting that data to our marketing touchpoints, and ... platforms to execute demand generation strategies and programs that fulfill client journeys while delivering on measurable business objectives for sales, revenue,… more
- PNC (Charlotte, NC)
- …asset management industry, while driving new acquisitions and growth of the existing client base. This role interfaces directly with senior leadership across the ... businesses. We are seeking a highly motivated and experienced wealth management Marketing professional to join our team and...story about marketing strategy and impact across audiences; from senior executives to working members of the team, this… more
- Equitable (Charlotte, NC)
- …Individual Retirement designs and distributes annuity products to help individuals accumulate wealth and prepare for the income they will need in retirement. With ... for our partners that enable Americans to grow, protect and enjoy their wealth ". Individual Retirement's products and services offer advantages including wealth … more
- WTW (Charlotte, NC)
- …leadership to execute our US go-to-market approach across delivery models, connecting client demand with our intellectual capital and help increase the penetration ... Head of North America, Head of Clients, US and client teams, and WTW-wide sales and client ...best of WTW to existing clients across the Health, Wealth and Career (HWC) segment. You will be leading… more
- Zions Bancorporation (Charlotte, NC)
- …With a leading market share in small and middle-market banking, the Bank's 500+ client managers and 200+ wealth advisors have vigorous client development ... Capital Markets. Zions Capital Markets Zions Capital Markets provides targeted, client -driven financing and advisory solutions to help companies across our markets… more