- Wells Fargo (Charlotte, NC)
- …large-scale solutions to complex and unique challenges + Serve as an expert advisor to executives on complex, visible, and diverse solutions that are strategically ... + Provide forward-looking leadership to identify emerging capabilities that will advance the product; stay abreast of industry trends and actively participate… more
- Renaissance (Raleigh, NC)
- …work in the marketplace. **Account and Customer Management ** + Account Planning : Drives coordinated account planning activities, leveraging relationships with ... to bat for him/her; ultimately serving as a trusted advisor to the team as well as customers. +...with peers in Customer Success, Marketing, and Product to advance customer and company success + Record of successful… more
- Fujifilm (Raleigh, NC)
- …companies to understand business objectives and priorities, and lead the planning , execution and measurement of impactful, consistent, engaging and multi-channel ... alignment across Fujifilm Life Sciences Group companies. + Coordinate and advance the FUJIFILM Holdings America Corporation executive visibility program, elevating… more
- Truist (Charlotte, NC)
- …CFO is a strategic finance executive responsible for overseeing financial planning , performance management, and resource optimization across the enterprise's core ... regulatory compliance, and workforce dynamics. This CFO role is a strategic advisor , whose team is responsible for partnering closely with Human Resources to… more
- Red River (Raleigh, NC)
- …to the customer's IT strategies, so Red River is considered a trusted advisor in IT support. In addition, Residency Services offers predictable recurring revenue for ... planning and forecasting. **Primary Position Tasks:** + Create and...enable customers to find ways to purchase services in advance quickly and easily.Often these credits are within a… more
- Deloitte (Charlotte, NC)
- …technology innovation. + Identify service opportunities, manage client accounts, and advance various Deloitte initiatives. The Team: National Federal Tax Services ... developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +… more
- Deloitte (Charlotte, NC)
- …technology innovation. + Identify service opportunities, manage client accounts, and advance various Deloitte initiatives. The Team: National Federal Tax Services ... developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +… more
- Truist (Charlotte, NC)
- …to develop business strategy and drive performance 2. Serving as a trusted advisor and extension of leadership in providing vision, direction, and expertise to ... functions. 1. 12+ years overall experience and background in strategic planning , consulting, and investment banking preferred 2. Prior experience and/or… more
- CRC Insurance Services, Inc. (Charlotte, NC)
- …review the following job description:** This role will serve as a trusted advisor to HR and senior business leaders, providing practical and proactive guidance on ... legal support for reductions in force (RIFs), including risk assessment and compliance planning . + Partner with HR to develop and deliver training on employment law… more
- Principal Financial Group (Charlotte, NC)
- …In this role, you'll serve as a strategic partner and trusted advisor , helping stakeholders identify and solve complex business problems through data-driven insights ... + Champion Customer Success: Manage stakeholder relationships through lifecycle planning , timely interventions, and business reviews to ensure progress and… more