- Truist (Charlotte, NC)
- …loan terms, covenants and pricing to recommend deals to credit risk management . Respond to client needs, participating in client presentations, when appropriate, and ... for clients and prospects. Coordinate with key partners, including relationship management , cross-functional partners, and Credit Risk Management . Oversees sound… more
- Acosta Group (Cornelius, NC)
- …provide thoughtful, proactive guidance and recommendations that address the **4-Ps** ( product , pricing, promotion, placement). + Lead and direct the **category ... while engaging with cross-functional teams to provide a complete category management solution. + Build **compelling sales presentations** using **syndicated** ,… more
- Vanguard (Charlotte, NC)
- …impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored ... assets using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and manage… more
- IQVIA (Durham, NC)
- **( Senior ) Scientific Advisor , Medical Communications** _This is a remote position and candidates must be US-based. Travel required 10-15%._ The ( Senior ) ... Advisor , 3-5 years of experience in a medical communications agency;** **for a Senior Scientific Advisor , 5-8 years of experience in a medical communications… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust ( Senior Lead Fiduciary Advisory Specialist (LO)) responsible ... for offering personalized advice and wealth management related to Special Needs Trusts for HNW and...with internal and external partners (ie care managers). The advisor offers knowledge of state and federal benefit programs,… more
- USAA (Charlotte, NC)
- …execution, and implementation phases for effective and timely Risk remediation. + Advise senior management on the status of their control environment related to ... programs! In this collaborative role, you'll work closely with Compliance, Risk Management , Operations, IT, Audit, and even Regulators on a variety of risk… more
- Huntington National Bank (Charlotte, NC)
- Description Job Summary: As a Treasury Management Advisor III - Corporate Healthcare, you will play a pivotal role in driving the growth and success of our ... treasury management business at Huntington Bank. You will deliver sophisticated...In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance… more
- Vanguard (Charlotte, NC)
- …and Governance department as a highly skilled and motivated senior controls advisor within the Advice and Wealth Management (AWM) Division. You will play ... role in developing solutions to business challenges and conducting analysis to help management proactively address potential risks to the firm or investors. The role… more
- Vanguard (Charlotte, NC)
- …your career. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity. As a Vanguard Advisor ... Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified...their financial goals. + Provide disciplined investing approaches, tax management strategies, and additional financial planning support. + Develop… more
- Bank of America (Charlotte, NC)
- …Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions ... Credit Solutions Advisor - South Park Financial Center Charlotte, North...the client's unique priorities * Presents potential home lending product solutions, submits the mortgage application, assists clients with… more
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