- Deloitte (Raleigh, NC)
- …client presentations and reports. + Build and maintain strong client relationships through exceptional service . + Serve as a project manager to train and mentor ... Pharmacy Benefit Manager /Health & Group Benefits Senior Consultant Human CapitalOur...Innovation, and Operate (IIO) Our Insights, Innovation & Operate Offering is designed to enhance key aspects of our… more
- Equitable (Charlotte, NC)
- FIU Enhanced Due Diligence Manager ( 250000B6 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** : Full-time ... our Charlotte, NC office. The AML Enhanced Due Diligence Manager ("EDD Manager ") will support the maintenance...years of industry experience in insurance or broker dealer service operations, compliance or audit with a focus on… more
- CRC Insurance Services, Inc. (Charlotte, NC)
- …job description:** o Member of engineering team supporting CRC Specialty, CRC's brokerage business. o Support internal facing web applications (REDY and Quick ... Quotes) that helps our producers better support and service our retail agency partners. o Focus is on...Commercial P&C insurance experience preferred + Commercial P&C insurance brokerage experience is a strong plus OTHER JOB REQUIREMENTS… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …clients of the company by combining the traditional roles of the Financial Advisor, Service Associate and Branch Manager . Fosters and assists in the development ... the phone on a non-advisory basis by executing unsolicited orders and offering guidance in relation to other associated sales practice activities and requirements.… more
- Bank of America (Holly Springs, NC)
- …experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. ... Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility,… more
- Bank of America (Asheville, NC)
- …experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. ... Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility,… more
- TD Bank (Charlotte, NC)
- …areas + Monitors the external environment (competitors product or service offerings, technology developments etc.) and provides thought-leadership to ensure ... the Wealth Management US offering remains industry-leading + Keeps abreast of emerging issues,...US Wealth's suite of investment products including investment management, brokerage , annuities (fixed, indexed, and variable) and structured products… more
- Equitable (NC)
- …**Key Job Responsibilities** + Develop and maintain strategic business relationships with brokerage firms, consulting houses, General Agencies (GA's) and PEOs + Meet ... client events, meetings, appointments, and conferences + Coordinate with the Regional Account Manager on the delivery of all proposals + Remain current on company… more