- Truist (Charlotte, NC)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to...training. 2. Experience in the securities industry and/or a sales assistant role. 3. Knowledge of securities… more
- Principal Financial Group (Charlotte, NC)
- …of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain ... in the area. + Collaborate on the design and delivery for chatbot/ virtual assistant (AI/ML models, embedded apps, escalation logic) + Partner with design teams to… more
- Lincoln Financial (Greensboro, NC)
- …74598 **The Role at a Glance** We are seeking an experienced ** Assistant Vice President, Application Development** to lead the design, development, deployment of ... systems while demonstrating an understanding of the broad implications & financial impacts of proposed solutions on operational & infrastructure support. +… more