- Bank of America (Charlotte, NC)
- …of Bank of America. Team also has the responsibility to provide support to client facing teams and clients where needed to educate on compliance program, drive ... sanctions program requirements and disposition of sanctions alerts + Experience in client due diligence and KYC + Highly organized individual - Demonstrates a… more
- Deloitte (Charlotte, NC)
- …of the IAM processes in SailPoint IdentityIQ or IDN which includes Compliance Manager , Lifecycle Manager and Application On-boarding + Communicate to clients and ... working relationships with the clients with the intention to exceed client expectations. + Identify opportunities to improve engagement profitability. The Team… more
- Truist (Charlotte, NC)
- …through the process of meeting State and Federal tax requirements, as well as client needs. 7. Support Tax-Exempt Lending Manager with projects and strategic ... the appropriate documentation/structure relating to the Subsidiary. 4. Coordinate with Manager to ensure timely and accurate reporting of necessary corporate… more
- Atria Wealth Solutions (King, NC)
- …accomplishing their financial goals. Offer regularly scheduled reviews to monitor client progress toward goals. Review risk tolerance, asset allocation models and ... implement. Handle questions and objections professionally. + Gather confidential client information, construct and analyze appropriate financial plan maintaining the… more
- CDM Smith (Hickory, NC)
- …Team through effective leadership and teamwork to successfully deliver projects and client service, while maximizing the long-term profitability of the firm. **We ... a team of Project Managers. * Business development skills and experience such as client service and proposal preparation. * Leadership skills to drive a culture that… more
- Verint Systems, Inc. (Raleigh, NC)
- …opportunities. Learn more at www.verint.com. **Overview of Job Function:** The Sr. Client Analyst is responsible for survey design, data evaluation, and development ... of in-depth insights tied to client business challenges. The Sr. Client Analyst...requested by customers and communicated by the Customer Success Manager . + Develop recommendations for improving the clients KPI's,… more
- Deloitte (Charlotte, NC)
- …data platforms. Our delivery models are tailored to meet each client 's unique requirements. Our Hybrid Cloud Infrastructure offering delivers specialized engineering ... stay ahead with the latest technology advancements. As a Manager / Specialist Master in Connected Edge, you will be...team of engineers in delivering these solutions for the client within specified timelines and in an agile manner.… more
- Black & Veatch (Cary, NC)
- …develop technical assessment reports, conduct site visits, develop and maintain client contacts, and develop overall project management responsibilities over time. ... relationships with team members and management from within the client 's organization + Contributes to quality review on own...after the first 90 days of employment based upon manager discretion, job performance and work assignments. + Travel… more
- FranklinCovey (Raleigh, NC)
- …Department:** Enterprise Sales **Status:** Full-Time Exempt **Reports to:** Enterprise Sales Manager **Location:** Remote - Anywhere in the contiguous United States ... initial outreach through to contract negotiation and closing, ensuring alignment with client needs and company objectives. + ** Client Engagement:** Build and… more
- Deloitte (Charlotte, NC)
- …of engagement business and financial processes, both to individual projects and to client accounts. Recruiting for this role ends on August 25, 2025 Work you'll ... project financial advice + Track expenditures and perform the client bill and receivable collection functions + Perform and...more practice initiatives + Connect with your support network ( Manager , Coach and On Boarding Advisor) on a monthly… more