- HUB International (Greensboro, NC)
- … Lines Account Manager will manage a book of Personal Lines including High net -worth/Private Client insurance business, while acting with a ... + Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off + Great work/life balance, because that's...account retention that meets or exceeds expectations. Provides a high level of support to Producers in obtaining, maintaining,… more
- TD Bank (Charlotte, NC)
- …integrated wealth management business that provides products and services (designed for High - Net -Worth, Institutional and Mass Affluent clients of TD Bank, NA ... with your recruiter who can provide you more specific details for this role. ** Line of Business:** Compliance **Job Description:** **Why Work with Us?** At TD Bank… more
- Volvo Group (Greensboro, NC)
- …operations from time of initiation and onward + Provide analysis and recommend credit lines , lease line , audit frequency, deal structure, and other facets of ... portfolios, monitoring dealer financial trends, payment, audit performance, aging, credit line utilization, and other key indicators. You will also present dealer… more
- Wells Fargo (Winston Salem, NC)
- …settlement processes, and applicable tax considerations + Proven track record managing high net worth client relationships and portfolios + Experience with ... access to Wells Fargo Bank products and services to high - net -worth and ultra- high - net -worth...advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services.… more
- The Hartford (Charlotte, NC)
- …we help shape the future. This position is for a Senior Staff Software Engineer in Personal Lines IT organization. The Personal Lines development team is ... build well architected and innovative solutions for the business. Personal Lines has adopted Scrum & development...review to ensure the quality of the deliverables is high . + Must have a strong working experience as… more
- TD Bank (Charlotte, NC)
- …integrated wealth management business that provides products and services (designed for High - Net -Worth, Institutional and Mass Affluent clients of TD Bank, NA ... recruiter who can provide you more specific details for this role. ** Line of Business:** Compliance **Job Description:** **Department Overview:** **Why Work with… more
- Wells Fargo (Charlotte, NC)
- …you will:** + Review, analyze, and evaluate complex credit applications and credit line increases high - net -worth customers + Analyze credit applications and ... + 5+ years of Underwriting for affluent customers with background in high line assignments=Deep understanding of Wealth Management and experience with… more
- Guardian Life (Raleigh, NC)
- …force on their prospect and client situations where we concentrate our efforts on the high income, high net worth and closely held business owner ... agency distribution by working with financial representatives who provide planning strategies to high income/ high net worth or business owner clients. **You… more
- Duke Energy (Charlotte, NC)
- …mission to build a smarter energy future and help drive our transition to net -zero methane emissions by 2030 and net -zero carbon emissions from electricity ... equipment reliability and perform analysis and design of transmission lines and structures, protection and controls systems, and physical/electrical components… more
- City National Bank (Charlotte, NC)
- …Minimum 3 years' experience working with broad spectrum of clients including High Net Worth (HNW) individuals. *Additional Qualifications* * Strong interpersonal ... signing authority, as well as, providing oversight to the Personal and Business Banking and Small Business Consumer Division....alignment on the Roles and Responsibilities across the 3 Lines of Defense for Credit Risk, focusing on the… more