- Black & Veatch (Wilmington, NC)
- …Communities Water Solutions Portfolio. They will be responsible for collaboration with client -facing teams to plan and execute sales and pursuits strategies to drive ... Solutions Portfolio Leader, they will aid in guiding winning strategies including client /market plans and identification and support of key pursuits. They will be… more
- Cushman & Wakefield (Raleigh, NC)
- …effectively acrossall account service lines in coordination with account director, Operations Manager , and BIAS team to identify client reporting requirements ... include Dashboard design and development, custom analytics and Triana product support. Some of the tasks include: POC dashboard...+ Defining the data requirements from the account and client teams for custom reporting and identify any variations… more
- PNC (Winston Salem, NC)
- …a specific capital markets product , strategy or industry. Manages and develops client relationships. Provides superior client experience . + Works closely ... serve. We are all united in delivering the best experience for our customers. We work together each day...+ Provides appropriate solutions based on in-depth assessment of client objectives and market conditions. Develops and maintains … more
- Vanguard (Charlotte, NC)
- …We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience . ... communicating Vanguard's investment philosophy and making recommendations that consider client suitability, risk tolerance, appropriate saving/spending strategies, Senior Wealth… more
- Bank of America (Charlotte, NC)
- …the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include fund setup, client ... across various lines of business including WMO, Workplace Benefits, Technology, and Product . Responsibilities may also include management of high risk processes. The… more
- Wells Fargo (Charlotte, NC)
- …/ Vertex AI. + Experience with Wealth &d Investment Management customer and product data. + Experience with root cause analysis and issue management. + ... is seeking a Lead Data Management Analyst candidate with experience in data governance to join a skilled team...associated with the transformation effort. The BSA /AML Data Product and Transformation team will deliver to our stakeholders… more
- Atria Wealth Solutions (King, NC)
- …accomplishing their financial goals. Offer regularly scheduled reviews to monitor client progress toward goals. Review risk tolerance, asset allocation models and ... + External relationships include Cuso Financial Services, LP, investment and insurance product vendors and other professionals as the need may arise to coordinate… more
- Public Consulting Group (Raleigh, NC)
- …lives for the better. The firm is a member of a family of companies with experience in all 50 states, and clients in three Canadian provinces and Europe. PCG offers ... serve as an internal consultant to other projects or product lines; play a key role in proposals and...present at conferences. The Senior Consultant will take a client -centric view and apply a consultative approach to understanding… more
- Bank of America (Charlotte, NC)
- …exception handling + Explores methods to enhance processes, further reduce risks, and boost client experience + Partners with colleagues on the trade and sales ... while following established procedures. **Responsibilities:** + Maintains accuracy of client portfolio using internal and external comparison tools + Performs… more
- COOLSOFT (Raleigh, NC)
- …management and technical documentation. .Perform tasks as assigned by the DHHS Project Manager . The experience and skill sets needed are as follows: ... IT Planning Start Date :8/25/2025 End Date :08/24/2026 Submission Deadline :08/25/2025 Client Info : NCDHHS-INFRA Note: * Webcam Interview Only * Work Arrangement:… more