- CBRE (Charlotte, NC)
- Investment Sales Sr. Analyst Job ID 208574 Posted 06-Aug-2025 Service line Advisory Segment Role type Full-time Areas of Interest Investment Banking Location(s) ... North Carolina - United States of America **About the Role:** CBRE is seeking an Investment Sales Senior Analyst who will play an integral role in helping with tasks… more
- Vanguard (Charlotte, NC)
- …all investors, to treat them fairly, and to give them the best chance for investment success." In this role, you will connect with clients via inbound phone calls to ... our investors, join our team of "crew" as a Client Service Excellence Representative . At Vanguard, we believe in supporting our "crew" personally through all life… more
- Patterson Companies, Inc. (Raleigh, NC)
- …business needs, discussing benefits and features of equipment and technology solutions , coordinating product demonstrations, explaining return on investment and ... a stronger and successful organization. **Job Summary** As a Territory Sales Representative , you are responsible for driving profitable sales growth by developing,… more
- Truist (Charlotte, NC)
- …Serve as a strategic business partner within Accounting & Financial Reporting, providing centralized guidance, oversight, and coordination between applicable ... business units and Financial Management over daily accounting, month-end close, monthly forecasting,...may include expense efficiency and value creation ideas, new investment business cases, and potential divestiture or acquisition opportunities.… more
- Truist (Charlotte, NC)
- …precedents. + Drafts materials to senior leadership summarizing issues and communicating solutions . + Reviews monthly financial close, monthly forecasting and ... as a strategic business consultant to specified lines of business (LOBs), providing financial analysis and guidance to support key decisions and initiatives that may… more
- Skanska (Durham, NC)
- Skanska is searching for a dynamic ERP Solutions Architect. This is a great opportunity to start a career with a company that builds things that matter and values ... values support and drive our D&I efforts. An ERP Solutions Architect possesses a strong blend of functional and...in Oracle JD Edwards, particularly in the HR, Payroll, Financial , and Job Cost domains. This role is responsible… more
- USAA (Charlotte, NC)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... makes us special and impactful. **The Opportunity** As a dedicated ** Financial Institution Distribution - Retirement Products (Executive),** you'll be responsible… more
- Truist (Charlotte, NC)
- …review the following job description:** Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group (ie, Corporate ... and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business...5. Responsible for providing client working capital services and solutions , including receivables, payables, information reporting and liquidity … more
- Truist (Greensboro, NC)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to ... allocation objectives and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues… more
- Truist (Charlotte, NC)
- …community in order to provide confident and comprehensive wealth management advice and solutions . Utilize objective and sound personal financial planning and ... mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to...* Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market… more
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