- Huntington National Bank (Charlotte, NC)
- … Management : Build and maintain strong relationships with clients, senior management , internal and external stakeholders to ensure effective communication, ... Lending facilities, assisting with legal documentation reviews as well as monitoring client performance to ensure compliance with the Policies and Procedures of… more
- TD Bank (Charlotte, NC)
- …Mass Affluent clients of TD Bank, NA encompassing banking, custom credit, asset management , securities, investment advisory and insurance) through multiple legal ... entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management ...end-to-end processes or functional programs + Contact for business management , external /internal auditors, dealing with non-routine information… more
- TD Bank (Charlotte, NC)
- …Mass Affluent clients of TD Bank, NA encompassing banking, custom credit, asset management , securities, investment advisory and insurance) through multiple legal ... entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management ...status of Compliance + Represents Compliance on internal or external committees relating to designated business activities as required… more
- Fifth Third Bank, NA (Charlotte, NC)
- …with the latter calling for and allowing Junior Salespeople to develop account management skills and increased client engagement. + Develop and maintain ... and external oversight managers to enhance and improve risk management . Supervisory Responsibilities + Actively support and drive general FRM strategic… more
- Atria Wealth Solutions (King, NC)
- …toward accomplishing their financial goals. Offer regularly scheduled reviews to monitor client progress toward goals. Review risk tolerance, asset allocation ... in developing joint relationships between Allegacy Investment Group and Allegacy Wealth Management . + External relationships include Cuso Financial Services, LP,… more
- CanACRE (Charlotte, NC)
- …schedule. + Follow all Canacre's established best practices and procedures for project management . + Review client deliverables to ensure quality. + Identify and ... scope creep within scope the defined scope from the client delivered on time and on budget. The Project...+ 3-5 years professional services consulting experience, working with external clients + 2+ years' experience in management… more
- Black & Veatch (Charlotte, NC)
- …for a project **Project Coordination:** + Actively coordinates with all other internal/ external team members on moderately complex projects ** Client Focus:** + ... and energy sustainability. Our industry leading solutions modernize infrastructure, optimize asset use, reduce cost, and mitigate risk. Why BVs Process Engineering… more
- Equitable (Charlotte, NC)
- …internal and external + Persistent + Organized + Proactive **Skills** ** Client Relationship Management :** Knowledge of client relationship; ability to ... unlock your potential? Responsibilities: Increase life insurance sales and strengthen client relationships through proactive outbound calls in addition to inbound… more
- Black & Veatch (Cary, NC)
- …periods of time + Ability to utilize video/audio conferencing software tools for internal/ external communication + Travel to client sites **Salary Plan** ENG: ... opportunities + Manage budgets, scheduling, and correspondence with clients and project management in support of a project **The Team** Black & Veatch's Governments… more
- CanACRE (Raleigh, NC)
- …deliverables, forecasting, managing scope creep within scope the defined scope from the client delivered on time and on budget. The Project Manager will have direct ... communication with the client and be responsible for meeting client ...including during pursuit phase if requested + Administration and management of the prime contract, construction subcontracts, and purchase… more