- Vanguard (Charlotte, NC)
- …support. Elevate your career and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth ... Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard...applying trust and estate planning knowledge to help preserve client 's wealth + In-depth knowledge of financial … more
- Wells Fargo (Charlotte, NC)
- …Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals for ... succeed financially + Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition… more
- Deloitte (Charlotte, NC)
- …Recruiting for this role ends on 10/29/2025. Work You'll Do As an IT Diligence Senior Manager, you will lead multiple client engagements that help refine the ... Mergers and Acquisitions IT Diligence Senior Manager Our Deloitte Strategy & Transactions team...and content; facilitate buy-in of proposed solutions from top management levels at the client ; direct on-time,… more
- CBRE (Charlotte, NC)
- … relationships at senior levels acting as an extension of the client 's executive management team * Creates alignment between customer need & organizational ... but are not limited, to the following: P&L, Contract Management and Governance: * Accountable for financial ...contact for account related communication to and from the senior client * Act as team leader… more
- CREO (Durham, NC)
- …service businesses. This leader is responsible for strategic direction, meeting growth and financial targets, and client satisfaction for the line of business. ... Tier 1 and 2 helpdesk support and IT asset management , to ensure outstanding service quality and client...Management + Accountable for achieving the service lines financial growth targets, with a primary focus on securing… more
- Truist (Charlotte, NC)
- …from acquisition to retention. This role involves strategic planning, execution, and management of deposit-related initiatives to ensure client satisfaction and ... services, excellent leadership skills, and a deep understanding of client lifecycle management . **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is… more
- Deloitte (Charlotte, NC)
- …providing a spectrum of tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and ... with first-hand knowledge of the private equity and investment management industries? Do phrases like "cross border investment advisory"...ends on 5/30/2026 What You'll Do As a Tax Senior Consultant, you will work within an engagement team… more
- Comerica (Charlotte, NC)
- …Be viewed as an advisor by serving as a resource speaker for related activities. Client Management Determine client needs by meeting with them to review ... Job Description Senior Wealth Advisor As a Senior ...financial planning; listen, profile, gather information to assess client needs, biases and objectives. Assess opportunities and determine… more
- Deloitte (Charlotte, NC)
- …ad-hoc financial and operational data and KPI analyses as requested by senior team members + Create client -ready deliverables and make presentations to ... financial and operational restructuring services, turnaround and performance management , and bankruptcy administrative services to underperforming companies and… more
- TIAA (Charlotte, NC)
- …Accountability, Business Acumen, Business Development, Client Relationship Management , Commercial Mindset, Communication, Financial Markets Impact, Inspires ... solutions and employee engagement with TIAA Consultants and Advisors. + Reviews client financials and regularly meets with senior executives to understand… more