- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Due Diligence Senior Manager within Financial Crimes Operations to lead the Risk Review and Approval Program for Higher ... and evaluations of customers and associated parties identified as presenting an elevated financial crimes risk. The role is critical in ensuring we are appropriately… more
- Fifth Third Bank, NA (Charlotte, NC)
- …support from the Portfolio Managers. The Credit Analyst II is knowledgeable on financial and risk analysis and demonstrates proficiency in financial modeling. ... models and advising PMs of unforeseen obstacles that may impede meeting client expectations + Identify and determine monitoring analysis activities required + Verify… more
- CBRE (Raleigh, NC)
- …Remote - US - United States of America **About the Role:** As a CBRE Financial Planning Sr. Analyst, you will be responsible for conducting moderate to complex ... financial analysis, financial reporting, and ad hoc...account management model is at the heart of our client -centric approach to delivering integrated real estate solutions. Each… more
- Wells Fargo (Charlotte, NC)
- …in Financial Advisor (FA) productivity through training, education and client experience. The ideal candidate will bring deep knowledge of investment management, ... you will:** + Lead business growth initiatives that enhance Financial Advisor development and improve client experience....that enhance Financial Advisor development and improve client experience. + Partner with Market Growth Directors to… more
- CVS Health (Raleigh, NC)
- …appropriate products, services, and fees for clients in partnership with Sales and Client Management to ensure business profitability, client needs, and to ... guidelines and SME feedback. + Prepares and issues quotations and financial deliverables for prospective and existing business while meeting established departmental… more
- Compass Group, North America (Charlotte, NC)
- …for the FLIK Independent School Dining (FISD) you will be responsible for all financial aspects for a $400MM, and growing, Division with 3,600+ employees. In this ... President in pursuit of profitable growth through new business, client retention and process innovation. This position reports to...Division President with a dotted line to the Chief Financial Officer and works closely with the Sales Teams… more
- Wells Fargo (Charlotte, NC)
- …role, you will:** + Educate and consult with WIM Investment Professionals ( Financial Advisors and Investment Strategists) on the depth and breadth of Alternative ... + Serve as the Alternative Investment expert for an Investment Professional in a client conference call + Resolve client of Investment Professional issues in… more
- Guardian Life (Raleigh, NC)
- …providing superior case consultation to our field force on their prospect and client situations where we concentrate our efforts on the high income, high net ... protect, expand, and secure Guardian's agency distribution by working with financial representatives who provide planning strategies to high income/high net worth… more
- Public Consulting Group (Raleigh, NC)
- …of education promote student success, improve programs and processes, and optimize financial resources. We work with clients to ensure all students have what ... Learning Solutions + Data Systems + IT Solutions + Financial Solutions + Equity in Education + Equitable Education...of her/his team of technical business analysts to ensure client satisfaction and continued growth. This leader will develop… more
- Norstella (Raleigh, NC)
- …outstanding market intelligence services for the Pharmaceutical, Medical Device, Financial and Consulting sectors, through the Evaluate Pharma(R), Evaluate ... team, by growing and retaining an assigned group of client accounts. You will apply the Evaluate sales methodology...large B2B clients * You have experience selling to pharmaceutical/ financial and/or life sciences consulting clients * You have… more