- TIAA (Charlotte, NC)
- …Qualifications:** + 5+ years of risk management experience in wealth management, trust and/or brokerage as well as product development and management. + Experience ... degree + Significant risk management experience within a wealth, trust and/or brokerage business as a senior risk leader...risk assessment processes, models, and systems in line with corporate guidelines. + Ability to adapt to and initiate… more
- TD Bank (Charlotte, NC)
- …and insurance-licensed. Additionally, the Trust Advisors support both personal and corporate trust . The Wealth Mortgage Lending Officers (WMLO) and the ... Inc) with independent and complex regulatory regimes. The Financial Advisors, Relationship Managers, and Investment Advisors who are part of the client-facing… more
- Highmark Health (Raleigh, NC)
- …and implement department strategic plans and action steps that support corporate strategic objectives. Defines service levels and monitors adherence. Sets budgets ... champion organizational change; encourage participation in activities that support relationship development; champion information security and risk management innovation;… more
- Bank of America (Charlotte, NC)
- …Credit team reflects the bank's initiative to fuel the global economy, build trust and credibility with communities, and represents a company that people want to ... low-carbon economy. The Global Renewable Energy Credit Team covers transactions for Corporate Lending, Tax Equity and Project Finance through involvement in the… more
- TEKsystems (Morrisville, NC)
- …as primary inbound phone support for the Care Coordinator and Reimbursement Case Manager Provides unparalleled customer service while serving as a brand advocate and ... Backs up contact to health care providers for ongoing support and relationship development by acquiring and delivering detailed information regarding a program… more
- Acosta Group (Charlotte, NC)
- …is your opportunity to make a lasting impact. **RESPONSIBILITIES** + **Client Relationship Ownership:** Serve as the primary executive contact for assigned clients, ... marketing. + 4+ years of leadership experience at Acosta (CBM, Department Manager , Team Leader, VP). + Proven success in managing national/multi-market client… more
- Acosta Group (Charlotte, NC)
- …and in-store execution strategies. **Skills & Competencies** + Strong negotiation, relationship -building, and communication skills. + Proven ability to analyze sales ... thinker with strong judgment and decision-making capabilities. + Effective time manager with a results-driven mindset. + Confident presenter with the ability… more
- Atria Wealth Solutions (King, NC)
- Through its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC area. ... additional duties as may be assigned by the Program Manager . + Develop and maintain long-term relationships based on.... + Develop and maintain long-term relationships based on trust and respect with clients, employees, and members. +… more
- Chiesi (Cary, NC)
- …and professional lives of our employees. Our shared values of passion, innovation, trust and integrity bring out the individual talents and diverse perspectives of ... compliant execution of key initiatives. + Work along and lead marketing manager to develop product positioning, messaging, and value propositions that resonate with… more
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