- Regions Bank (Charlotte, NC)
- …At Regions, the Credit Products Specialized Industries Product Specialist is a client -facing role, partnering directly with coverage on the extension of credit ... The individual will work directly with teammates in Credit Products, Credit Risk, Client Coverage, Capital Markets, and other areas of the bank to lead the… more
- Wells Fargo (Charlotte, NC)
- …The Investment Banking Program Associate on the Fund Finance Group will cover a portfolio of existing and prospective clients (fund sponsors) and will be part of ... deal teams that include senior and junior team members within the assigned portfolio . The Program Associate role includes both (i) structuring, credit analysis, and… more
- Raymond James Financial, Inc. (Winston Salem, NC)
- …capital. + Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty. + ... learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with… more
- WTW (Charlotte, NC)
- …a key role in delivering tailored management services to a portfolio of captive insurance companies. Captive Solutions spans multiple business segments-including ... This role supports the strategic and operational performance of client captives through active engagement in underwriting, regulatory compliance, financial… more
- AON (Charlotte, NC)
- …work, ensuring activities are performed by the right group, and managing team capacity. + Client Support: Dedicate 30% or more of your time to supporting a book of ... business/assigned client accounts. + Collaboration: Partner with regional and national...best practices to improve the efficiency of the Account Portfolio under your leadership. Focus on continuous improvement and… more
- Securitas Security Services USA, Inc. (Charlotte, NC)
- …By leveraging technology in partnership with our clients, we offer a broad portfolio of value- enhancing services and solutions integrated across the security value ... vision is to become the Intelligent Protective Services Partner through being client centric, data driven, and people focused. Our protective services help make… more
- WTW (Charlotte, NC)
- …Manager is responsible for delivering comprehensive management services to a portfolio of captive insurance companies. This role operates under general direction ... and focuses on financial statement preparation and review, regulatory compliance, and client relationship management. The position plays a key part in supporting… more
- Cardinal Health (Raleigh, NC)
- …positions of greater responsibility in the future. + Maintain working knowledge of client -facing and industry trends as well as providing updates to program and team ... and implementation of all applicable Sonexus offerings. + Own client relationship and act as the escalation point /...inquiries and updates on program performance. + Deliver broad-based portfolio of solutions that meet Cardinal Health and customer… more
- Public Consulting Group (Raleigh, NC)
- …lead, build capacity and team capability at an enterprise level to ensure client satisfaction and continued growth. This leader will develop and grow established, ... high-performing functional teams in the areas of program management; client engagement and support; data science; and business analytics in support of PCG's… more
- Principal Financial Group (Charlotte, NC)
- …Operations team. In this role, you'll support performance measurement and portfolio management process and tools, by providing calculations, analysis, research, and ... distribution of attribution, characteristics/analytics, risk measures, and analytics for portfolio and benchmark. Provide support to marketing area by responding… more