- First Horizon Bank (Asheboro, NC)
- …+ Onboarding - Review and Analyze prospect client(s) prior to onboarding. + Support management teams, ensuring daily, weekly, and monthly activities are completed on ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more
- Sands Investment Group (Charlotte, NC)
- …participation in team role plays, meetings, and training. Junior Brokers will support the team by mastering the following: Use proprietary and industry systems ... recently graduated? About SIG Sands Investment Group is a commercial real estate brokerage firm that specializes in the buying and selling of Investment Sales… more
- Wells Fargo (Charlotte, NC)
- …goals. WIM provides financial products and services through the various bank and brokerage affiliates of Wells Fargo & Company. Our clients have access to Wells ... as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong… more
- CBRE (Raleigh, NC)
- …Assemble a multidisciplinary team for each pursuit, including brokerage /transaction management, project management, facility management, portfolio management and/or ... matrix team's daily activities and client pursuit responsibilities. + Help develop and support the pricing strategy required for each solution and client pursuit. +… more
- Deloitte (Raleigh, NC)
- …pharmacies and patients. + Prepare self-insured financial projections and support health plan management, including financial reporting, premium rate setting, ... of pharmacy benefit manager contracts. + 5+ years of experience in consulting or brokerage in US health/welfare benefits. + 3+ years of experience in PBM RFPs +… more
- WTW (Charlotte, NC)
- …perspectives to broader health and benefits strategy and growth + Support strategic partnerships, including launch, maintenance and enhancements of partnership ... the design/management of large group pharmacy benefit plans gained in consulting or brokerage environment + Proven ability to generate revenue + Track record of… more
- CBRE (Charlotte, NC)
- …comprehensive, tailored solutions spanning strategic planning, portfolio optimization, brokerage , transaction management, program management, project management of ... effectively across regions. + Mentor and develop team members, providing guidance and support to cultivate skills and industry knowledge. + Play a key role in… more
- First Horizon Bank (NC)
- …coordinating with Fraud, Compliance, and Client Services teams as needed. 7. Support periodic ACH risk assessments, audits, and regulatory exams. 8. Maintain ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more
- First Horizon Bank (Charlotte, NC)
- …roadmap. * Create business cases, financial models, and strategic recommendations to support new initiatives or key decisions. * Coordinate and advance strategic ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more
- First Horizon Bank (Charlotte, NC)
- …reviewed + Prepare work papers that accurately document work performed and support conclusions + Adhere to Departmental policies and guidelines + Conduct findings ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more