- Bell Partners (Greensboro, NC)
- …marketing initiatives for a designated portfolio within Bell's nationwide portfolio . In this client -facing support role, you'll assist in implementing ... leads, and support overall asset performance. Reporting to the Senior Marketing Manager -Large Ownership, you will work collaboratively with other internal teams to… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …capital. + Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty. + ... policies, mission, strategies, and compliance guidelines. **Skill in** + Operating client relationship manager system and other required software applications… more
- Public Consulting Group (Raleigh, NC)
- …constituents across the public sector. To learn more, visit www.publicconsultinggroup.com . The Client Manager works in a fast-paced, dynamic environment as part ... an opportunity to contribute to the success of exciting educational initiatives. The Client Manager is responsible for managing and growing relationships with… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …within portfolios and educates clients based on proper asset allocation and modern portfolio theory. * Addresses sensitive client issues surrounding AML or other ... roles of the Financial Advisor, Service Associate and Branch Manager . Fosters and assists in the development of relationships...Identifies gaps in client portfolios based on client 's objective and goals using modern portfolio … more
- Synchrony (Charlotte, NC)
- …**Role Summary/Purpose:** The role reports directly to the SVP and General Manager for CareCredit's Wellness organization and has P&L Responsibility for the ... lead a team of VP's, National Account Managers and Client Service Managers to cultivate and maintain relationships with...communicate to HQ. + Participate in monthly operating & portfolio performance reviews. + Assess key portfolio … more
- Bank of America (Charlotte, NC)
- …treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client -facing teammates to consult on ... to deliver the best possible solution to meet the client and prospect's needs. + Responsible for the delivery...to drive global solutions for clients and grow the portfolio 's global revenue and profits + Closely coordination with… more
- Truist (Raleigh, NC)
- …and subject matter expertise to technology leaders through regular reporting and portfolio presentations. For this opportunity, Truist will not sponsor an applicant ... of large change initiatives within the Enterprise Payments and Wholesale Technology portfolio . 2. Leads and influences cross functional teams to effectively deliver… more
- Bank of America (Greensboro, NC)
- …Participate in remediation, internal/external Audits (where applicable) + Maintains accuracy of client portfolio using internal and external comparison tools + ... Business Job Description:** Anti Money Laundering (AML) Know Your Customer/ Client Due Diligence (KYC/CDD) is part of the Global...regulatory reporting + Escalates potential risks and exposures to manager in a timely manner + Assists with ad-hoc… more
- Pike Corporation (Wilmington, NC)
- …are expected to have a high level of experience and technical skills in the client 's specific areas of expertise. The incumbent will be in the first level of ... training of new employees and act as liaison between client and team with project updates. ESSENTIAL DUTIES AND...SUPERVISORY RESPONSIBILITIES: May serve in Team Lead or Project Manager I role QUALIFICATIONS: To perform this job successfully,… more
- Bank of America (Carolina Beach, NC)
- …skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding ... of America's core banking, investment solutions and approach to client care. We will equip you with everything you...you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor… more