- Truist (Charlotte, NC)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Trane Technologies (Davidson, NC)
- …Project Development subject matter experts (SME)_** for strategic energy services sales through channels commonly referred to as Complex Solutions, Performance ... include working with Clients (Healthcare Emphasis) and Regional team members on sales and sales strategy, client and opportunity qualification, preliminary and… more
- Atria Wealth Solutions (Raleigh, NC)
- …Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Raleigh, NC area. As Coastal's ... Financial Advisor, you'll have the opportunity to use your sales talents and ability to build rapport as you...recommendations for the purchase of appropriate insurance and or investment products to meet their needs. You'll be an… more
- Siemens (Charlotte, NC)
- …developing and implementing plans to grow, develop, and manage contractor, consultant , developer, and end-user relationships; capitalize on sales opportunities ... commercial Smart Buildings Automation Controls Solutions team. Our Solutions Sales team will achieve booking and profit goals by...and the standard construction channel. + Act as a consultant to multiple levels of the customer's organization by… more
- Deloitte (Raleigh, NC)
- …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... the world. What You'll Do As a Tax Senior Consultant , you will be a valuable member on engagements...compliance services to a diverse client base in the investment management industry. You will grow your technical knowledge… more
- Deloitte (Charlotte, NC)
- …+ CCIM (Certified Commercial Investment Member) + Licensed Texas Senior Property Tax Consultant + Ability to travel up to 10%, on average, based on the work you ... income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax… more
- VTI Life Sciences (Raleigh, NC)
- …experience. It is preferred that this candidate have experience as a consultant and/or in an operation role within a Biotechnology or Pharmaceutical company ... conventional wisdom / approaches. * Frame and quantify business potential and investment risk for growth opportunities, eg, new market entry or footprint expansion.… more
- Forrester (Charlotte, NC)
- …experiences; and 3) fostering a culture of collaboration across our research, sales , product, and customer success teams. The Principal Analyst has a strong ... clients navigate challenges by providing insights on development needs, investment prioritization, cost optimization, and long-term development strategy. + Create… more
- Deloitte (Charlotte, NC)
- …+ CCIM (Certified Commercial Investment Member) + Licensed Texas Senior Property Tax Consultant + Ability to travel up to 10%, on average, based on the work you ... income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax… more
- Lenovo (Morrisville, NC)
- …software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable, ... competitor pricing, and customer demand to inform pricing decisions. Collaborate with sales and marketing teams to ensure alignment and effectiveness of pricing… more